Janet Edwards Email and Phone Number

Responsible for building a strong rapport with clients and taking care to make sure they are provided the highest level of service.Provide administration of client accounts, account openings, closings, and cash management.

Broad scope of responsibility which included day to day operations of the firm including payroll, benefits, budgeting, software needs, vendor relationships, rate negotiations, legal document completion, wire transfers, and providing recommendations to streamline processes and costs.• Prepared in-depth quantitative analysis on a wide-ranging list of alternative investment managers for selection to the manager platform.• Compiled and prepared data analysis and integrated findings into business reports and graphs for our customized products.• Designed and built extensive Excel spreadsheets utilizing macros and query tables.• Represented company at conferences; identify and evaluate industry trends, products and competitors.• Performed due diligence on investment opportunities. • Developed and maintain firm’s compliance policies and procedures documentation.

Joined company as a research analyst to take responsibility to lead the initiative to get the firm in compliance with Global Investment Performance Standards (GIPS). Worked closely with Chief Operating Officer to overhaul firm’s marketing collateral. • Built statistical and financial models for utilization in marketing and communications reports.• Worked closely with Chief Compliance Officer to prepare key reports including: the annual report, quarterly filings and prospectus updates. • Acquired Series 7 license and performed investment services for personal contacts.

Joined as a Marketing Associate and progressed to a Management position and while taking on additional responsibilities working with the Marketing and Client Service team, as well as coordination of department budgets and forecasting of sales. • Played a large role in the marketing and client service efforts at the firm, which included: generation of innovative industry and company specific marketing material, development of an internal sales library and knowledge base for sales/client service team, preparation and distribution of monthly newsletter via email to marketing base, creation of customized information packages to prospects & clients, formulated responses to external enquiries and information requests.• Performed a broad level of financial analysis, including: product performance calculations, attribution and risk analysis, dispersion calculations, portfolio characteristics, risk/return statistics and graphical illustrations.• Evaluated and researched existing software and products; and as part of the team, built and implemented our firm Customer Relationship Management software.• Assisted as a member of Best Practices Committee which served to initiate improvement projects at a department and company level.• Assisted with firm compliance and audit functions including planning, field testing, and proof reading financial statements; effectively lead effort to comply with revised GIPS /AIMR performance presentation standards.

Utilized analytical, problem solving skills to effectively resolve clients' requestsMet regularly with clients to implement and review financial plans

Performed accounting analysis including accounts payable and receivable, billing, investment reporting, bank reconciliations and preparation of various financial statements