Provided link between Event Driven investment team and client groups, both internal and external; responsible for marketing and supporting investor relations across four separate investment vehicles, including two Cayman hedge funds, with total assets under management of ~$16B at peak• Led Event Driven product strategy during Lead Product Strategist's 4-month maternity leave, working closely with the Global Head to advance marketing, client service, and sales, including conducting current and prospective client meetings, covering broad strategy overview as well as current portfolio positioning and performance• Oversaw production of monthly and quarterly materials, collating portfolio, and market data to inform various reports, including portfolio positioning, commentary, and presentations for Event Driven platform serving broader BlackRock sales force across all regions and hundreds of external clients• Managed due diligence and requests for proposal process for current and prospective clients, ensuring consistent and timely delivery, contributing to ~$300M of new business across Event Driven platform• Improved team efforts concerning Environment, Social, and Governance investment framework, specifically created new ESG statement for Event Driven business, built data work space capturing ESG metrics for all Event Driven portfolios, and developed ESG report sent externally to clients across investor base• Trained new product strategist in data tools and systems, operational reporting, and Event Driven strategy basics, helping to deepen team resources and broaden team focus on proactive client engagements• Supported Global Head of Event Driven and Lead Strategist in atypical special projects, creating new marketing materials and crafting messaging for potential new products used with internal review boards and prospective seed investors

Event Driven

Event Driven

Partnered with a portfolio manager to provide customized portfolios and wealth solutions for high-net-worth individuals and institutions, spanning ~600 client relationships and representing $1.3B in assets under management • Partnered with financial advisory teams throughout five sales regions, servicing hundreds of client accounts in reporting, trading, asset allocation, and onboarding services• Consulted daily with financial advisors on multiple topics, including client requests, portfolio construction details, and market outlook; often required interfacing and leveraging other parts of BlackRock such as product strategy and portfolio management teams to ensure smooth management of client accounts• Collaborated with regional portfolio manager to seek new business by creating proposal materials and running risk & analytics on potential custom allocations, resulting in ~$260M in new assets

Supported internal sales and provided operational service for the firm's open-end mutual fund business• Selected by management team to assist in integrating operations of recently acquired Calvert Investment Management, developing an account processing guide and training materials for new team representatives