Develop written and digital communications including portfolio commentary, client reporting, presentations, thought leadership articles, webcasts, and other communications that educate investors and support the goals of the global equity investment team.

Research, analyze, develop, and write investment content that captures portfolio insights and positioning within technology sector.

Researched alternative investment product category and wrote baseline sales enablement content for an asset management firm. Developed detailed recommendations for next steps within product marketing process.

Collaborated with others to create compelling communications to support sales of investment products. Drove entire process from idea development to writing/editing content to measuring outcomes. Led content execution including acquiring financial data needed to support the product story and shaping visual design, formatting, and social media delivery. Promoted content ranking through keyword selection included in search engine optimization (SEO).

Managed a team of six communication specialists responsible for completing over 1,400 client requests per year including due diligence questionnaires, RFPs, performance attribution, and content for 20 consultant and third-party databases. Served retail and institutional clients, domestic and international prospects and consultants. Wrote, proofread, and edited final content to ensure high-quality output. Developed and maintained editorial guidelines

Assisted U.S. Embassy in capturing biometrics data from visa applicants. Used Spanish language skills, excellent judgement and customer service skills to provide the best possible experience for applicants while ensuring proper screening.

Executed a number of capacity-building projects for a local NGO specializing in social marketing.Strategic management accomplishments:• Worked collaboratively to conduct an in-depth financial and strategic assessment of the NGO • Wrote 3-year business plan establishing a roadmap for sustainability Business development accomplishments:• Wrote and edited concept papers and technical proposals• Created project profiles highlighting T-MARC’s past accomplishments (for… Show more Executed a number of capacity-building projects for a local NGO specializing in social marketing.Strategic management accomplishments:• Worked collaboratively to conduct an in-depth financial and strategic assessment of the NGO • Wrote 3-year business plan establishing a roadmap for sustainability Business development accomplishments:• Wrote and edited concept papers and technical proposals• Created project profiles highlighting T-MARC’s past accomplishments (for print and web)• Researched and wrote a comprehensive situation analysis for childhood malnutrition in Tanzania• Collaborated with others to develop a concept for a social marketing and behavior change intervention in childhood malnutritionCommunications accomplishments:• Developed public relations and communication strategy based on stakeholder research and analysis• Developed a public relations and communications work plan identifying key audience segments with communication objectives and tactics for each• Led project to redesign the T-MARC Tanzania website with improved software, content, design, usability, and functionality• Wrote content for the new website• Provided oversight and editing support for a brochure and quarterly newsletter• Provided overall technical assistance on writing, editing and branding Show less

Managed mutual fund content, data, and collateral for financial advisor audiences. Re-engineered processes and influenced data timing to improve on-time delivery and content quality for quarterly and monthly performance reports and other client-facing publications. Worked closely with portfolio management, legal, compliance, data, design and web teams to support new product launches and product changes. Wrote, edited, and influenced creative direction of new client communications and collateral.

Served as a key liaison and project manager in Corporate Marketing, helping internal stakeholders in the U.S. and overseas achieve marketing and communication goals. Successfully managed hundreds of projects, including many high-profile strategic marketing programs. Led the development and management of quarterly publications, brochures, websites, e-mail and video campaigns, and print/online advertising. • Utilized project management software and tools including creative briefs and project… Show more Served as a key liaison and project manager in Corporate Marketing, helping internal stakeholders in the U.S. and overseas achieve marketing and communication goals. Successfully managed hundreds of projects, including many high-profile strategic marketing programs. Led the development and management of quarterly publications, brochures, websites, e-mail and video campaigns, and print/online advertising. • Utilized project management software and tools including creative briefs and project plans• Collaborated with creative teams, providing input and guidance • Hired and managed vendors• Wrote and edited content for institutional, advisor, employee, and general public audiences. Show less

Hired, trained and managed a team of four proposal writers. Upgraded processes, technology and team skills to improve quality of proposal content while increasing annual proposal output by 30%. Increased business unit efficiency by expanding team mission to include Consulting and Alternative Investments. Overhauled RFP database, re-writing and editing hundreds of standard RFP responses.