Kate Webster Email & Phone Number

Terrace Park, OH, US

New York, NY, US

• Host quarterly Investment Director Review meetings with the High Yield investment team including macroeconomic updates, market volatility checks, risk reviews, ESG evaluation and performance assessment covering $80bn.
• Review risk dispersion, account performance and stress testing for nearly 600 High Yield Custom Bond Portfolio client accounts ($2.5bn) with Portfolio Management team on a monthly and quarterly basis.
• Deliver monthly presentations to the Risk Management team on market trends, outlooks, current risk exposure and portfolio positioning.
• Reduced risk of $700mm identifying issuers without research publications by creating a custom report that summarized all holdings across asset classes Investment Grade, High Yield and Emerging Markets.
• Combined applied knowledge of ESG and self-taught Python coding to create reports that identify ESG contribution impact by account across the fixed income platform. Incorporated results of $1.23bn detractors into.
• Manage the development of a new concept Risk Dashboard including exposures, credit contribution, performance, risk measures and Morningstar data. Presented the final product to over 100 portfolio managers and.

New York, NY, US

• Created model portfolio from ground up including building a template, analyzing ongoing revisions and conceptualizing algorithms. Collaborated with decision making on model formation, participated in board meetings to.
• Lead project manager representing the High Yield team for a new internal trading and reporting software. Managed research, development, implementation and support for 28 users including trading desk, portfolio managers.
• Responsible for creating, updating, and maintaining high yield bond model portfolios for potential institutional investments across styles including broad market, short duration, distressed debt, leveraged loans and.
• Built relationships with global business colleagues to enhance technological platform of current exposure, alpha accounts and target weights providing sector managers more efficient trade strategies.
• Accountable for providing accurate portfolio and security-level analytics presented in existing client communications. Always meeting deadlines for monthly reports for all 90 accounts and mutual funds.

New York, NY, US

• Analyze, research, and solve daily complex shareholder and broker/dealer inquiries relating to trades, account registrations, and commissions, making certain that transactions are conducted in proper order and that.
• Generate numerous customer correspondences, adhering to prescribed guidelines and ensuring that customers receive accurate and prompt information.
• Provide backup support to the 5-member phone team when calls are in queue, helping the team to achieve its customer service targets.
• Volunteer to assume additional responsibilities, increasing the overall work capacity of the team.

New York, NY, US

• Fielded over 70 daily external and internal calls from institutional clients, prospective investors, shareholders, and brokers regarding mutual fund accounts.
• Executed trades, provided accurate account information and thoroughly explained policies/procedures.
• Ensured that client trades were posted accurately to accounts by entering trades directly into the central system and performing needed quality checks.
• Communicated with internal departments, including cash control, product support and development, and broker dealer, ensuring shareholders’ needs were addressed efficiently.
• Participated in various group projects such as testing new financial software, updating internal resource materials, and auditing customer service quality controls, all of which helped to grow personal skill set.
• Earned NASD Series 6 that enabled full performance as a Shareholder Services Rep.

Mba, Finance

Bachelors Of Science, Mathematics