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

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

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

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.
• 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