Celia Lenz Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

Responsible for a team of RFP Writers delivering high-quality RFP and DDQ submissions for fixed income, equities and alternative investment products and solutions.

London, United Kingdom

o Maintained working knowledge of the complete suite of fixed income traditional and alternative strategies with a speciality focus on private debt.o Implemented PMAPS WebPro, now RocketDocs, as a database repository, pipeline management tool and compliance reporting function.o Implemented integrated qualification process for RFP and DDQ requests, actively connecting with regional sales/distribution/client relationship teams on an ongoing basis.o Implemented integrated post-submission review process for the purpose of compliance audit.o Continual involvement and assessment of team members’ individual objectives, strengths and interests including training and career development.o Continual review of ESG developments and maintenance of regulatory knowledge.

Sydney, Australia

Responsible for high-quality marketing material and communication programmes across an array of mediums including print and online; targeted client events and the media. Managed a broad range of marketing activities targeting institutional, wholesale and retail fund management clients. Activities included preparing and implementing marketing and communication programmes, events, press and internal communications.

Sydney, Australia

Responsible for producing the quarterly marketing reports and annual reports for the suite of Macquarie Managed Funds. Tasks included compiling data and editing commentary for review by the Board ahead of publication. Adherence to branding and editorial guidelines.

London, United Kingdom

Established and managed a successful process to ensure an accurate and timely delivery of all fund performance data to customers via various methods of distribution including print, multi-media and the intranet.Provided a marketing strategy to ensure customer loyalty for a Rationalisation Project of the product offering where 80 funds sold across four cross-business channels were amalgamated under the new brand of Citigroup Asset Management.Managed the integration of strategic business partner RR Donnelley to provide a best-practice information distribution system for CAM that was pioneered as their first multi-national client outside the USA worth an estimated US$2 million pa.Managed the intranet site, the primary source of information of the retail fund range for the CAM network of BDMs. Developed an intranet site for new range of European-based funds and a cloned version for same product range for the US market.

London, United Kingdom

Coordinated sponsorships of major international fund management conferences for participation by senior members of financial institutions.Developed and implemented all marketing requirements for Relationship Managers of institutional clients in London and major financial centres across Europe - including contribution to direct mail campaigns, RFPs & the intranet.

Master Of International Business (Mib)

Activities and Societies: Major in Marketing

Certificate In Investment Management (Imc), Level 4