Ensure Client Service Excellence with providing outsourced service solutions for Alternative Investment Managers. - Develop an understanding of client's business, objectives, goals, and market challenges.- Cultivate strong working relationships with client contacts. - Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners. -… Show more Ensure Client Service Excellence with providing outsourced service solutions for Alternative Investment Managers. - Develop an understanding of client's business, objectives, goals, and market challenges.- Cultivate strong working relationships with client contacts. - Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners. - Partner with client service and shared service teams to continuously optimize support structure for client servicing.- Understand the services and terms outlined in the Professional Services Agreement and manage client expectations.- Coordinate and facilitate investor and client due diligence sessions.- Cross-sell bank products/services and participate in development of solutions to client needs, coordinates presentations, brings in experts when appropriate, ensure smooth delivery of new services, and communicate emerging needs. - Manage client profitability, understand competitive environment, develop pricing strategies, and works with team to enhance profitability. - Act as subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level in any specific area. Show less

Provided investment advisory services to defined benefit and defined contribution plan clients totaling $3.8B in total plan assets.- Advised institutional clients on a wide range is issues including development of investment policies, plan design, reviewing investment structure, evaluating funds, selecting fund managers, and analyzing performance to implement custom client solutions.- Built a robust book of business and supported marketing efforts, resulting in 175% increase in revenue.… Show more Provided investment advisory services to defined benefit and defined contribution plan clients totaling $3.8B in total plan assets.- Advised institutional clients on a wide range is issues including development of investment policies, plan design, reviewing investment structure, evaluating funds, selecting fund managers, and analyzing performance to implement custom client solutions.- Built a robust book of business and supported marketing efforts, resulting in 175% increase in revenue. Led new business presentations and negotiated pricing.- Chaired the US Manager Research Review Committee and served as a voting member of the Global Manager Research Review Committee.- Coached manager researchers on identifying, evaluating, and selecting investment managers for client portfolios.- Developed extensive knowledge of a broad range of investment managers and strategies.- Authored white papers and research reports on current market and investment strategies. Show less

Spearheaded client consulting, private equity investment manager selection, due diligence, and performance monitoring.- Advised clients on private equity asset allocation, risk management, and private equity investment manager selection resulting in 100% client retention.- Analyzed and evaluated investment management strategies across all asset classes with an emphasis on private equity managers.- Directed the Private Equity Ratings Review Committee tasked with reviewing and… Show more Spearheaded client consulting, private equity investment manager selection, due diligence, and performance monitoring.- Advised clients on private equity asset allocation, risk management, and private equity investment manager selection resulting in 100% client retention.- Analyzed and evaluated investment management strategies across all asset classes with an emphasis on private equity managers.- Directed the Private Equity Ratings Review Committee tasked with reviewing and approving all private equity opportunities.- Developed and implemented a proprietary database and analytical system to analyze investment strategies.- Published and cited in numerous articles due to robust research on capital market and private equity topics. Show less

Managed a successful private equity portfolio totaling $1.8 billion in committed capital as part of a pension plan team that managed $15 billion in total assets.- Collaborated with investment managers and vendors and attended annual/advisory board meetings.- Prepared and presented investments to the senior leadership team and pension committees.- Evaluated new private equity investments, monitored existing investments, and coordinate due diligence.- Developed a new private… Show more Managed a successful private equity portfolio totaling $1.8 billion in committed capital as part of a pension plan team that managed $15 billion in total assets.- Collaborated with investment managers and vendors and attended annual/advisory board meetings.- Prepared and presented investments to the senior leadership team and pension committees.- Evaluated new private equity investments, monitored existing investments, and coordinate due diligence.- Developed a new private equity strategy by identifying trends and implementing portfolio strategies.- Implemented a new private equity system to analyze and monitor the investment portfolio. Show less

Advised clients in developing and maintaining their defined benefit and defined contribution plans. Evaluated and communicated investment manager performance for each client on a quarterly basis.