Hosted by: Professional Development Advisory Group
Founded in 2014, Grandview Analytics is a technology consulting and managed data services company that empowers financial institutions with nimble technology, efficient business processes, and clear insights about their businesses, markets, and clients. We focus exclusively on clients across the financial service industry including asset managers, insurance companies, banks, service providers and Fintech vendors. Our talented team brings deep financial industry experience across asset classes, operational functions, software vendors and market data providers. Our consulting services include strategic advisory, technology implementations and integrations, and large multi-year data transformation initiatives. In 2019, we launched Rivvit, our automated data management and reporting software that helps clients combine information from multiple data sources into a single location, enabling a secure, cloud-native data management and reporting structure.
At Grandview, our team of financial services industry experts approaches every client challenge as their own. Whether guiding investment management firms through technology transformation, delivering insightful dashboards and reports to business teams, or integrating data across systems to foster automation and integrity, we are driven by a common goal to be the best in the world at helping financial institutions manage their business systems and data assets.
If you love solving complex data and technology problems with creativity, drive, and determination, then Grandview may be the place for you.
If you appreciate variety in your work and collaboration with client stakeholders to deliver solutions that makes their work easier, faster, and more effective, then we want to talk to you.
At Grandview, your career growth is only bound by your imagination and drive. We encourage a growth mindset and value fresh perspectives and grand ideas.
Grand careers start at Grandview!
Registration is required and space is limited, so save your spot today!
Members - FREE
Zoom login information will be provided in the reminder email closer to the event.
Registration closes at noon on December 8, 2022. Space is limited.
12:00 PM - 1:00 PM CDT: Program
Please log in a few minutes early to test your video and internet connections.
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Chris Lamb, CFA is Co-Founder and President of Grandview Analytics and focuses on running the Consulting Services Practice. With over 20 years of experience in the financial industry, Chris has developed a passion for helping to drive business and cultural transformation for organizations of all sizes.
Chris started his career at LaSalle Bank (later Bank of America) as an analyst in the securitization (CDO/CLO/MBS) trust services group. He later became the Global Head of Modeling Analytics, guiding the team through rapid growth and evolution. After playing a key role in supporting Bank of America through the divestiture of their corporate trust business to U.S. Bank, Chris moved into the credit risk middle office and helped Bank of America implement the BASEL II risk framework. He then transitioned to multiple risk management-based roles in the alternatives space before launching Grandview, in 2014.
Chris grew up in Rochester, New York, and attended the University of Rochester, where he graduated with a BA in Economics. He is a CFA charterholder. Chris lives in Lake Forest, Illinois with his wife and two children and enjoys fishing, golfing, and visiting the 1000 Islands region in Upstate New York.
Jen Pavlus is Managing Director of Talent Management at Grandview Analytics, where she leads talent acquisition, development, deployment, and engagement. With over 20 years of experience in the financial industry, Jen has leveraged her passion for career development, coaching, communication, and continuous learning in a variety of client service, project management, human resources, and operations leadership roles at high-growth financial firms.
Prior to joining Grandview, Jen spent 15 years at LaSalle Bank/Bank of America and seven years at Cortland/Alter Domus in HR and Operations executive roles leading organizational development and change initiatives focused on talent recruitment, onboarding, career development, global target operating models, and merger and acquisition integration.
Jen holds a BS in Accounting from the University of Illinois at Urbana-Champaign. She recently moved back to the Chicago area and loves spending time with family and friends, the great outdoors, new learning experiences, meditation, and making a difference.
James Pardee, CFA is Vice President at Grandview Analytics, where he specializes in data-driven solutions for financial institutions, acting as a bridge between portfolio managers and technology. With over 10 years of experience in the financial industry, James delivers holistic portfolio management solutions by sourcing and consolidating investment data and implementing data management strategies for asset managers. Prior to joining Grandview, James was an Associate Director at UBS and Fixed Income Analyst at Neuberger Berman.
James holds a BA in Economics from Miami University and is a CFA Charterholder. He is based in Chicago and enjoys golf, the NHL and his beloved Cleveland Browns. He has a newfound love for cooking and traveling. Above all, he enjoys spending time with his wife and baby girl, Maeve.
*Special Notes Regarding Fees:
This event is complimentary and open to members only. Registration online is required and closes at noon on December 8, 2022.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.