Loretta Gordon


Loretta Gordon

Investment Analyst & Secretary


Loretta Gordon is skilled in managing investment platforms for variable insurance products with cash values, negotiates contracts and participation agreements ensuring competitive revenue agreements and product profitability. Researched and identified investments that achieve above average returns. Conducted thorough assessment of Investment Managers and their holdings. Developed models for monthly performance reporting, attribution analysis, projected portfolio performance, and monitored portfolios for compliance with investment guidelines. Developed standardized Separate Account portfolio reports saving purchased by third party vendors. Managed relationships with external clients and partners enabling top tier product offerings. Streamlined processing and consolidated Excel reports which increased productivity and eliminated errors, including a project which saved over 350 hours in processing time per year.

Areas of expertise

  • Corporate Analysis

  • Investment Management

  • Restructuring and turnaround

  • Investment Assessment

Education

  • BSc(Hons) - University of Brighton
    Finance and Investment
  • MSc, Queen Mary University of London
    Corporate Analysis; Finance and Risk Management
  • (IMC, CFA), Institute
    Excellence in Financial Services

Testimonies

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