Eli Scribner Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

· Oversee inbound leads and manage initial screening process for endowment, foundation, and hospital prospects with assets ranging from $100mm-$8b to evaluate potential alignment of investment objectives. Articulate the firm’s place in the market, services and fees, and industry knowledge of alternative investments· Produce targeted prospect lists for firm’s seven Mid-Atlantic and Southeast investment teams· Coordinate workflow and strategic outreach to prospects in partnership with investment directors· Develop robust pipeline of qualified revenue from prospects and existing clients to contribute to team’s revenue goal· Orchestrate sales pitch rehearsals with investment teams to ensure effective sales discussions and clear messaging of the firm’s value proposition· Manage entire contracting and client onboarding process in conjunction with firm leadership and internal legal counsel · Formally lead and mentor Analysts and Associates to promote high standards for quality, efficiency, and collective team success· Contribute to company’s DEI goals as a founding member of CA Mosaic, a dedicated employee resource group committed to the promotion of ethnic diversity within the firm and investment management industry

Greater Boston

· Proactively conducted due diligence on prospects and existing clients to understand and address their evolving needs· Performed client win/loss analysis to enhance marketing and sales team hit rate with present and future opportunities· Represented firm at conferences to network with leaders in higher education, obtain updates on industry trends and endowment management, connect with qualified leads, and network with other asset managers to refine and enhance the firm’s positioning in the market· Assisted with interviewing, onboarding, and training summer analysts· Collaborated on the yearly development of team’s business plan to ensure synergy and consistent growth of revenue by researching potential unexplored markets and current market inefficiencies

Greater Boston

· Independently managed the RFP/RFI process with Business Development colleagues and private wealth investment teams· Identified and screened Ultra High Net Worth family leads with assets ranging from $100mm to $9b · Obtained industry knowledge and client-facing experience with private clients and family offices. Established business acumen around business ownership and sale, generational transition, governance structures and liquidity events

Greater Boston Area

· Prepared portfolio reviews and asset allocation materials for prospective high net worth clients· Assessed and resolved equity and fixed income security-related issues on trading platform to ensure best execution of operations and compliance-related tasks· Responsible for daily submission of mutual fund, cash, loan, and corporate action processing across all client accounts

Boston, Ma

Boston, Ma

Weston, Massachusetts

Bachelor Of Arts (B.A) In Economics, International Relations And Hispanic Studies, Economics, International Relations, Hispanic Studies

High School Diploma

Activities and Societies: Men's Varsity soccer and baseball captain