Julie Snogren
Director, Consulting
Julie Snogren joined Cutter in 2021 and bring extensive expertise in performance and attribution - from oversight, calculations, monitoring, and managing the regulatory environment to automation of reporting and customizing reports for complex portfolios. Her experience includes deep dives into investment approaches that explain manager decisions that drive investment results. She has worked with equity, fixed income, multi-asset investment, and alternative portfolios, providing a solid understanding of the fundamental drivers of returns across a range of markets.
Julie’s experience in various roles also involved substantial emphasis on independent research, and the creation of communication materials and presentations. In Julie’s most recent role as Vice President, Global Performance Measurement, at Brown Brothers Harriman, she led a team of analysts that supported the global client base for all performance and attribution needs. She worked on various products across the fund range, including 40 Act, ETFs, UCITS, institutional/separate accounts, and alternative portfolios. Her accomplishments in this role included initiating and leading RFPs, resulting in the implementation of SS&C’s Sylvan Application. Other successes in this role included product roadmap enhancements and efficiencies to the workflow that increased current client adoption of performance services from 14% to 40% and increased new client onboarding by 68%.
Prior to her role at Brown Brothers Harriman, Julie spent 12 years in various roles at Oppenheimer Funds, where she led the Performance Measurement team. She ran the production of alternative product financial statements, utilizing GAAP, FASB, GASB, and Insurance accounting standards inclusive of the audit coordination/completion. Julie also spent time in several analyst roles in fund accounting, which gave her the opportunity to be the lead on multiple high-profile projects, involving the creation of GIPS requirements, designing the accounting workflow for newly acquired institutional products, and the successful start-up of several commercial paper conduit portfolios.
Julie holds a bachelor of science in accounting from Columbia College and a Graduate Certificate of Advanced Study in Management from Northeastern University.
Considering optimizing your Performance Team by establishing a center of excellence (COE)? Although the benefits far outweigh the challenges, you should first consider the headwinds that your firm may face when creating or enhancing your current focused model with a strategic operational change.
