Jeffrey Mau Email & Phone Number

Toronto, Ontario, Canada

Supporting all of Guardian Capital LP’s Responsible Investing initiatives including the ongoing development and implementation of investment processes and procedures to systematically integrate environmental, social and governance factors across all investment portfolios; corporate engagement and proxy voting, portfolio analytics and marketing and client service support around Responsible Investing activities.

Toronto, Ontario, Canada

• Acting as the in-house product expert on the firm’s Canadian equity strategies and liaison between various teams including the investment teams, compliance, and distribution.• Collaborating with all Guardian Capital entities to create, build, and maintain a robust sales and marketing collateral customized for different distribution channels and geographies.• Researching and analyzing industry trends for the creation of competitive reports for multiple distribution channels.• Maintaining an in-depth knowledge of the Canadian equity investment strategies’ investment approach as well as ongoing developments including positioning, trading, characteristics, holdings, and trends.• Acting in partnership with investment team members to prepare timely quarterly strategy commentary and ad hoc communications.• Responsible for the creation, accuracy, and review of information in key business development and marketing documents such as RFPs, RFIs, pitch books etc.

Toronto, Canada Area

• Coordinate with Sales and Marketing Executives, Investment Management professionals and other departments for the creation and distribution of presentations, RFPs and RFIs.• Draft and maintain prospect and client servicing presentation decks in Microsoft Powerpoint.• Responsible for accurately updating and maintaining firm and product information in eVestment, Mercer GIMD, and other consultant databases.• Generate and maintain analytical data on investment products with Thomson Eikon, eVestment Analytics, Mercer Insight, and Bloomberg.• Gather and edit data, text and graphs used in business development.• Assist in the response to requests from consultants.• Peer review marketing materials prior to publication or submission.• Coordinating with Sales and Marketing Executives for the creation and distribution of presentations and RFPs;‬‬• ‪Drafting and maintaining prospect presentation materials;‬‬• ‪Gathering and/or editing data, text and graphs used in business development and consultant presentations or other projects as assigned;‬‬• Assisting in the response to requests from consultants;‬‬

• Utilize Microsoft Excel to track and maintain a database of insurance policies for the department, underwriting department and external parties.• Forecast Full Time Equivalent (FTE) requirements for department.• Compile monthly broker performance scorecards for management use.• Manage multiple responsibilities daily including completing reports, resolving customer complaints, responsibilities as a licensed insurance broker, and ongoing special projects.• Act as department’s representative in company’s efficiency committee.• Document information for reports used by supervisors, underwriters, team members, and senior management.• Create PowerPoint presentations for training the Sales department in new workflows and procedures.• Aide management with special projects to help improve workflows for the organization.• Entrusted with handling special customer retention follow-ups and resolving escalated customer complaint files.

Toronto, Canada Area

• Serve as a liaison between insurance company’s underwriters, clients, and external parties.• Analyze reports to assess the profitability of different insurance risks.• Received leading monthly evaluations for quality call and documentation audits.• Operate in a professional and fast paced environment due to constantly changing industry regulations, company procedures, and policies.• Oversaw and assisted new employees in the absence of supervisors• Granted autonomy while working within a team under minimal supervision.