Ashley Cusick

Ashley Cusick Email and Phone Number

Director, Institutional Client Services @ J O Hambro Capital Management
Raynham, MA, US
Ashley Cusick's Location
Raynham, Massachusetts, United States, United States
Ashley Cusick's Contact Details

Ashley Cusick personal email

n/a
About Ashley Cusick

Specialties: Banking, Bloomberg, Customer relations, Customer service, Database administration, Due diligence, Raisersedge, Financial, Investments, Meeting facilitation, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft word, Research, Strategic Plannning, PARis; Zephyr

Ashley Cusick's Current Company Details
J O Hambro Capital Management

J O Hambro Capital Management

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Director, Institutional Client Services
Raynham, MA, US
Website:
johcm.com
Employees:
172
Ashley Cusick Work Experience Details
  • J O Hambro Capital Management
    Director, Institutional Client Services
    J O Hambro Capital Management
    Raynham, Ma, Us
    View
  • J O Hambro Capital Management
    Director, North America Client Services
    J O Hambro Capital Management Sep 2024 - Present
    Boston, Massachusetts, United States
    View
  • J O Hambro Capital Management
    Client Manager
    J O Hambro Capital Management Apr 2022 - Sep 2024
    Boston, Massachusetts, United States
    Responsible for all aspects of client servicing for North American Institutional clients (including consultant relationships).Responsible for onboarding and servicing clients in the JOHCM private fund structures.
    View
  • J O Hambro Capital Management
    Institutional Client Analyst
    J O Hambro Capital Management Jan 2021 - Apr 2022
    Boston, Massachusetts, United States
    View
  • J O Hambro Capital Management
    Senior Rfp Executive
    J O Hambro Capital Management Sep 2018 - Jan 2021
    Boston, Massachusetts
    View
  • Aberdeen Standard Investments
    Senior Business Development Analyst
    Aberdeen Standard Investments Mar 2017 - Sep 2018
    Boston, Massachusetts
    View
  • Standard Life Investments
    Business Development Analyst
    Standard Life Investments Nov 2014 - Mar 2017
    Boston, Massachusetts
    View
  • Acadian Asset Management
    Communications Associate
    Acadian Asset Management Jan 2013 - Oct 2014
    Greater Boston Area
    Ensures the prompt and accurate dissemination of all written client deliverables. Assists with writing, communications, and data projects to support client servicing efforts. As a member of the Client Service Department, I work with members of the firm's Client Service, Client Reporting, Compliance, Consultant Relations and the Investment Team. • Write monthly and quarterly performance attribution commentaries for core equity portfolios • Complete standard, recurring client and consultant questionnaires • Respond to general client questions and ad-hoc requests for information • Complete due diligence questionnaires •Compile monthly account gain/loss and existing client cash flows• Assist with research for monthly and quarterly market commentary• Contribute to a library of historical performance attribution commentaries for each of Acadian’s strategies • Maintain the department's internal wiki page
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  • Aon Hewitt
    Consultant/Senior Investment Analyst
    Aon Hewitt Mar 2012 - Jan 2013
    Greater Boston Area
    Responsible for assisting consultants and clients with investment objectives, asset allocation structures, investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring.• Directly communicate with clients to ensure expectations are met. • Supporting senior consultants to ensure client expectations are met. • Attend meetings with fund managers to perform due diligence for existing and prospective client exposure.• Attend client meetings on a quarterly basis to ensure portfolios are in agreement with Investment Policy Statements.• Provide clients and senior consultants with recommendations and provide guidance with Fund and vendor changes. • Help provide clients with fiduciary and governance techniques and tools.
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  • Aon Corporation
    Investment Analyst
    Aon Corporation Sep 2009 - Mar 2012
    Greater Atlanta Area
    Responsible for quantitative analyses of clients’ (corporate plans, public plans, universities) investment structures and portfolios using a variety of sophisticated software and analytical techniques.• Analyze financial statements on a monthly and quarterly basis.• Gather and analyze fund and index performance, risk, holdings, and attributions on a monthly and quarterly basis.• Update fixed income index attributions/ characteristics on a quarterly basis for client deliverables. • Prepare deliverables for clients including monthly and quarterly reports as well as special projects.• Prepare quarterly commentary for funds and capital markets which is incorporated in client deliverables. • Directly communicate with clients to ensure expectations are met. • Attend meetings with fund managers to perform due diligence for existing and prospective client exposure.• Attend client meetings on a quarterly basis to ensure portfolios are in agreement with Investment Policy Statements.• Assisting in the implementation of the current software system with new business counterparts.
  • Rocaton Investment Advisors, Llc
    Investment Analyst
    Rocaton Investment Advisors, Llc Jun 2008 - Mar 2009
    Responsible for quantitative analyses of clients' (endowments, financial intermediaries, universities, and high net worth families) investment structures and portfolios using a variety of sophisticated software and analytical techniques.Analyzed fund performance on monthly and quarterly basisPrepared deliverables for clients including monthly and quarterly reports as well as special projectsAttended meetings with client managers to perform due diligence and prospective client exposure.
  • Matte & Company
    Research Assistant Intern
    Matte & Company Sep 2007 - Jun 2008
    Help managers identify candidates according to companies' executive and strategy needs. Efficiently conducted research, analyzed data, wrote executive profiles and client reports for Fortune 100 companiesAnalyze c-level executives compensation amongst different firms for prospective rolesResearch job descriptions to satisfy a company's needs for the appropriate candidate

Ashley Cusick Skills

Bloomberg Equities Fixed Income Portfolio Management Analysis Investment Strategies Microsoft Excel Finance Mutual Funds Outlook Data Analysis Asset Allocation Microsoft Word Financial Analysis Investment Management Excel Word Access

Ashley Cusick Education Details

Frequently Asked Questions about Ashley Cusick

What company does Ashley Cusick work for?

Ashley Cusick works for J O Hambro Capital Management

What is Ashley Cusick's role at the current company?

Ashley Cusick's current role is Director, Institutional Client Services.

What is Ashley Cusick's email address?

Ashley Cusick's email address is as****@****aon.com

What is Ashley Cusick's direct phone number?

Ashley Cusick's direct phone number is +4413122*****

What schools did Ashley Cusick attend?

Ashley Cusick attended Sacred Heart University, Dennis Yarmouth Regional High School.

What are some of Ashley Cusick's interests?

Ashley Cusick has interest in Children.

What skills is Ashley Cusick known for?

Ashley Cusick has skills like Bloomberg, Equities, Fixed Income, Portfolio Management, Analysis, Investment Strategies, Microsoft Excel, Finance, Mutual Funds, Outlook, Data Analysis, Asset Allocation.

Who are Ashley Cusick's colleagues?

Ashley Cusick's colleagues are Selena Hall, Kashif Ahmed, Gemma Orme, Sandy Black, Mark Filippone, Jasmeet Munday, Aca, Cfa, Bryonny Pearce.

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