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.
- 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.
- 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.