Annie Kang Email & Phone Number

New York, New York, US

Atlanta, GA, US

• Managed and developed an 11-person team that is responsible for completing 1,200+ request for proposals (“RFP”), request for information, and due diligence questionnaires for 60+ investment strategies across all.
• Team supported 18 wins in 2017 and 20 wins in 2018 through RFP completion.
• Effectively rebuilt and re-energized a team that faced personnel turnover due to work volume and higher expectations for excellence. Responsible for recruiting and retaining eight individuals that continue to improve.
• Improved team morale and collaboration. Engagement Pulse survey was 83% for the team versus 72% for the firm with Learning & Development, Strategy and Action higher than 90%. Successfully raised survey engagement.

New York, New York, US

• Provided strong leadership and improved existing processes for servicing new business and clients by overseeing an eight-person request for proposal (“RFP”) and Marketing Data team.
• Improved the overall positioning of the firm and investment strategies that resulted in 70% of RFPs advancing to the next step. Won $2.6 and $3.1 billion in new mandates resulting in $9.9 and $7.6 million in revenue.

New York, NY, US

• Promoted from an Associate to manage the request for proposal (“RFP”) process for a 20-person team across six US offices. Efficiently coordinated with teams in London and Tokyo plus partnered with multiple product.
• Integrated RFP and marketing functions post Merrill Lynch Investment Management and Barclays Global Advisors mergers. Led the team as a project manager for RFP database integration and moved the RFP submission process.
• Provided education and exposure through skill based learning and development programs. Served as the New York program facilitator for the “Art of the Ask” through Women Initiative Network (“WIN”) that empowered women.