Executive Director, Client Advisory Group
Current• Support the portfolio positioning and performance data needs for the Marketing and Investor Relations team for production of monthly investor factsheets, pitch books, presentations and ad hoc requests. Build custom, refreshable data templates to enable team members to retrieve data independently from the Firm’s relational database.• Lead client onsite and virtual operational due diligence meetings. Orchestrate the completion of periodic client due diligence questionnaires (DDQ) and requests for information (RFI) by liaising with internal Risk, Fund Administration, Trading, Legal, Compliance, Human Resources and investment teams.• Design and implement improvements for existing client reporting. • Build the Firm’s brand awareness by maintaining firm and strategy profiles in various third-party databases.• Member of Firm’s ESG Committee.