Brenden Garfield, Caia Email & Phone Number

Chicago, IL, US

Greater Chicago Area

• LGIMA provides fixed income products, bespoke LDI Solutions, multi-asset/derivative strategies, and equity index products to institutional clients
• Work with institutional pension clients, as well as E&F, public plans, and DC plan clients, to help them develop the best strategy to achieve their goals
• Relationship manager and primary contact for institutional clients for our fixed income products, LDI Solutions, multi-asset and derivative solutions, and index products
• Develop customized asset liability models and analysis for clients and develop investment solutions to meet their goals
• Develop and conduct informational/training sessions for clients regarding our product offerings and processes, including benchmarking, attribution, derivative implementation, in addition to standard quarterly reviews.

Greater Chicago Area

• Investment ConsultantServe as the primary day-to-day client contact for a portfolio of institutional clients, with a focus on Endowments and Foundations. Clients also include corporate defined benefit plans, public.
• Responsible for developing presentation materials for quarterly performance reports, manager searches, portfolio reviews, and any other client deliverables, including writing commentary on the managers’ and overall.
• Experience taking leadership roles in manager searches and research across all asset classes including hedge funds, private equity, traditional equity, fixed income, and other liquid alternatives, including conducting.
• Responsible for managing the performance reporting for clients, training analysts on performance calculation processes, and ensuring the accuracy and quality of all performance reports and client deliverables.Senior.
• Developed several innovations and process improvements to both performance reports and manager search analytics.
• Assisted Consultants and Partners with custom analytics and displays for both manager and fund analysis.Manager Research/Performance Analyst Responsible for client performance reporting and analysis, as well as working.

The Hague Area, Netherlands

• Financial AnalystPrimarily responsible for driving development of a sales target database that met geographic, financial, and industry-specific criteria, designed to identify both existing and prospective customers.
• Performed research and analysis of multinational corporations, including financial statement analysis.
• Liaised with subsidiary contacts in 12 domestic subsidiaries to collect, organize, and interpret sales information.TraineeGained experience in several different facets of the business, including marketing, product.
• Participated in drafting the 2-year Business plan for the Marketing and Product Development Departments.
• Spearheaded the design and addition of a major section of the company website.
• Drafted marketing materials and product summaries for sales staff, brokers, and company website.

• Worked part-time performing basic security and fund analysis, administrative and clerical work and documentation.
• Made recommendations for client portfolio’s based on securities and fund analysis, and well as of current client holdings
• Updated performance reports for clients’ mutual funds
• Documented current portfolio holdings of clients or prospects for purposes of analysis
• Reviewed client accounts and reports to find discrepancies and/or major changes