Vp/Client Portfolio Manager, Quantitative Equity And Asset Allocation
External-facing investment professional and one of the key communicators for the Quantitative Equity and Asset Allocation Group: - Articulated the investment process in marketing, sales and client servicing activities to intermediary and institutional clients/prospects. Conducted presentations for finals, consultant roadshows, and in other one-on-one, committee, group and audience settings. - Reviewed and interpreted investment analytics such as performance attribution… Show more External-facing investment professional and one of the key communicators for the Quantitative Equity and Asset Allocation Group: - Articulated the investment process in marketing, sales and client servicing activities to intermediary and institutional clients/prospects. Conducted presentations for finals, consultant roadshows, and in other one-on-one, committee, group and audience settings. - Reviewed and interpreted investment analytics such as performance attribution, and created narratives to help clients understand the investment process. - Served as internal resource on the positioning of strategies in the marketplace. Show less