Amanda Root Email & Phone Number

Boston, Ma, Us

Framingham, Ma

-Proofed in-store signage, e-mail campaigns, circulars and online banners -Maintained and execute weekly circular promotional offers into the pricing system-Proofed all catalogs, including Best Sellers and Cleaning & Break-room catalogs-Executed weekly mobile promotional offers and seasonal promotions into the pricing system

-Completed RFPs/RFIs and Questionnaires from Clients, Consultants and Plan Sponsors related to the firm’s Management’s investment products and services-Maintained Consultant/Third Party databases to ensure that the firm, product and personnel data was accurate and up to date-Performed standard competitive analysis, highlighting the benefits of the firm’s products/strategies relative to competitors using both quantitative and qualitative metrics and distribute to internal clients, such as sales, marketing and portfolio management-Supported Product Management, Product Development and Thought Leadership initiatives through product, market and competitor research-Established working relationships with the investment team, including portfolio managers, analysts and traders-Maintained standard marketing collateral (presentations, factsheets) that highlighted the value proposition of the firm, products, investment process and asset classes to prospects, clients and consultants-Developed and maintained in-depth understanding of the investment process as well as detailed knowledge about specific portfolio characteristics and performance attribution -Maintained underlying product characteristics, personnel, assets and client files that feed RFPs and other marketing collateral