Amy Buser Email & Phone Number

Denver, Colorado, United States

•Lead product management initiatives for Schwab Asset Management’s multi-asset separately managed accounts•Create value-add pieces that educate clients and internal partners across different channels on multi-asset products to increase assets under management on-platform and off-platform •Work with Investment Portfolio Strategists and Sales teams to determine strategic and tactical opportunities for multi-asset collateral for each sales channel •Perform competitive analysis on multi-asset products to effectively inform internal partners on industry trends and flows•Analyze multi-asset assets under management, flows, and shareholder base for insights to assist in distribution efforts•Partner with Marketing on initiatives to streamline processes and provide a better client experience•Oversee review and approval process of Request For Proposal content to ensure it accurately represents multi-asset products and messaging•Previously worked on product management initiatives for Schwab Asset Management’s Target Date Funds

Denver, Colorado, United States

Bloomington, Indiana Area

• Managed existing relationships and built new partnerships with companies that recruit from top-ranked Kelley graduate programs• Focused on increasing relationships on both coasts by effectively building Kelley’s brand and visibility in companies across the country, particularly in the Bay Area• Collaborated with corporate relations team to manage recruiting events with a range of 20-45 companies present to ensure a positive experience for company representatives• Coached MBA students through recruitment process by providing tools to assist in development of skills to secure employment • Supervised student led treks to visit companies across country by assisting student leaders with planning and execution of effective trips to further develop relationships• Staff leader for international MBA trips to South Africa, Botswana, and Guatemala providing guidance for student consulting projects with implementable recommendations• Facilitated professional development course for incoming MBA students that taught them importance of personal branding and developed skills to assist in their career search

Minneapolis, Mn And Boston, Ma

• Member of client service team focused on firm’s fixed income impact investing strategy relationships serving as primary contact for questions and updates for diverse institutional client base• Analyzed investment opportunities and collaborated with portfolio managers to ensure client impact needs were met in customized fixed income account portfolios• Worked with impact investing organizations and community partners to increase the effectiveness of impact in communities across the nation • Conducted research on topics relevant to impact investing and wrote commentary highlighting portfolio investments to effectively convey impact in targeted geographies across the country• Managed monthly and quarterly impact reporting process for over 30 clients to effectively communicate double bottom line results• Coordinated, attended, and participated in client meetings to provide portfolio updates• Interacted with other internal teams including operations, legal, compliance and marketing to make sure client goals were achieved• Cultivated relationships within RBC channels to effectively educate sales professionals on strategy to increase assets under management

Chicago

• Part of the client service team for the firm’s small cap and large cap equity products• Analyzed attribution of client portfolios versus their respective benchmarks, and communicated performance results to a vast client base including Taft Hartley Plans, Public Funds, and Foundations

Chicago

• Responsible for portfolio analysis of approximately 15 clients ranging from $10 million to over $5 billion in assets under management• Conducted manager searches to replace underperforming investment managers across all asset classes to improve performance results of client portfolios• Wrote market commentary and analyzed the performance of each investment manager in client portfolios and assisted consultants with recommendations for changes• Communicated directly with investment managers to monitor firm updates that had potential to directly impact client portfolios• Participated in quarterly update meetings to provide clients with fund performance and worked on asset allocation studies in an effort to optimize portfolio returns

Chicago

• Produced quarterly investment performance evaluation reports for approximately 20 clients; reconciled performance of investment managers to custodial information to verify accuracy of returns in final report given to clients• Involved in formulating an innovative method to gather quarter end performance data from managers to promote efficiency

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science (Bs), Science Business