• Institutional Relationship and Client Service Manager for a $45+ billion buy-side investment manager specializing in U.S. and Global equity strategies across the market cap spectrum• Main relationship management contact on Epoch's $200 million High Net Worth business where I am responsible for all aspects of the client relationship• Serve as primary client service contact for more than $10 billion of institutional organizations, including Fortune 500 companies, endowments, foundations and Taft-Hartley clients• Communicate firm wide updates during portfolio reviews to clients, consultants and investment/operational due diligence teams• Collaborate and liaise with various teams throughout the firm such as Marketing, Sales, Legal, Compliance, Operations and Investment personnel to ensure the full range of client relationship needs are met• Responsible for account onboarding and integration including investment guidelines, fee negotiation, operational/trading setup, reporting requirements, and custodial setup• Prepare timely and accurate client reporting deliverables including, but not limited to, performance reports, quarterly questionnaires, audit responses, and ad-hoc requests• Responsible for organizing and maintaining client information in the Client Relationship Management System, Satuit, while ensuring all content is accurate and up to date

• Researched and analyzed potential and current investment strategies for Oppenheimer’s recommended investment list, which was utilized by Oppenheimer’s Financial Advisors• Responsible for the due diligence of specific investment strategies which varied in market cap, region and investment style• Drafted quarterly and annual research reports for Oppenheimer Financial Advisors regarding investment strategies which included an in depth analysis of the investment firm and team structure, investment process, portfolio construction, risk analysis, portfolio attribution review, performance expectations, and personal opinion on the investment strategy• Conducted quarterly calls and annual on-site visits with investment firms in order to analyze and monitor the firm’s portfolio and important firm updates• Prepared all Morningstar Direct and BarraOne performance and risk analysis reports for the research team