Marissa Lakovic

Marissa joined Greycourt in 2021 as a Performance Analyst. In this role she is responsible for gathering, uploading, and reconciling alternative asset history in Black Diamond. Reconciling custodial statements and completing administrative projects relevant to the production of client reports. Other duties include auditing performance results by comparing Greycourt’s data against the custodians and money managers on a monthly basis, resolving any discrepancies between Greycourt returns and the managers’ returns, retrieving index and mutual fund returns from Style Advisor, preparing monthly and quarterly reports using excel and Black Diamond. Coordinating clients, consultants and other Greycourt personnel in obtaining information necessary for them to perform their duties.