Casey Walker Email & Phone Number

New York, Ny, Us

New York, New York, Us

New York, New York, Us

• Research and prepare product and other business related proposals for Board approvals• Work with Product Managers and Product Development, coordinate timelines and Board approval of fund changes and launches• Prepare other information for Board Meetings on fund related topics, including performance, fees, new product launches, etc.• Determine ad hoc communication strategy; prepare and distribute materials as needed• Manage contract renewal process for Advisors and Distributor through cross-functional coordination and strategy setting• Prepare management prep memos prior to each meeting, focusing on critical business items before each Board• In collaboration with Product Management schedule, review materials and conduct prep meetings for Portfolio Manager presentations to the Boards• Support Board review and approval of vendor agreements, including Transfer Agent renewal• Review Board materials for consistency and accuracy• Develop and manage agenda for special meetings, including determining topics and coordinating presentations• Review Board minutes to assure they accurately reflect proposals made and information provided to the Boards

• Collaborate with Capital Markets, Thought Leadership and Presentation teams to ensure consistent branding/messaging on marketing materials • Review and assign all requests that come into the team while updating and maintaining team’s work pipeline• Create and execute training plans for new team hires• Assisted with the onboarding and development of new language database and complete ongoing updates and improvements• Lead and participate in strategic firm projects o Served as Project Manager for the Barclays OFI SteelPath MLP ETN o Coordinated the team’s narrative rebrand to OFI Global and GIPS® compliance• Hiring manager and supervisor for 2014 Marketing Operations intern

New York, New York, Us

• Wrote informational requests from both internal and external sources including clients, prospects, consultants, sales and client service professionalso Requests for information specifically include: RFPs and RFIs, consultant requests, client inquiries, as well as other ad hoc querieso Served as Fixed Income team specialisto RFPs completed during 2011 totaled wins of $1.2b in new business• Updated and maintained a centralized database for firmwide language and marketing information on our investment products, operational capabilities, risk management procedures, compliance policies, performance, personnel, assets, and competitive rankings• Participated in new system testing to enhance current Compliance and Marketing processes• Served on BCP working group by assisting in the coordination of quarterly BCP scheduling across GSAM

New York, New York, Us

• Served as main point of contact for post-execution services for Fixed Income institutional client base, maintaining regulatory standards and providing controls to mitigate operational risk• Provided sales assistant coverage to twelve sales people across the mortgage and rates desks• Investigated and respond to daily ad-hoc client requests for client base including large banks, institutional advisors, hedge funds, insurance companies, and international governments• Managed and generate metrics of Rates SMO money differences and report to senior management in operations.• Trained teammates on new processes such as TALF funding and Global Oasys• Represented SMO and client operations on BCP working group by assisting in the coordination of quarterly BCP scheduling across Fixed Income Sales Middle Office

New York, New York, Us