Developed a comprehensive reengagement communication strategy for the bank’s 450,000+ savings account customers, by segmenting and targeting the population with tailored content across multiple channelsSupported new savings product development efforts for the bank’s president by conducting customer research & competitive analyses, facilitating internal brainstorming sessions, and designing user surveys to test concepts

Contributed to the planning and execution of firm-wide strategic, operational, and financial initiatives relating to PIMCO’s $1.5 trillion assets under management, 2,300+ employees, and 13 global officesWorked directly with the firm’s senior management team (CEO, President) during two management transitions to coordinate cross-department initiatives related to client and employee retention, expense management, and firm-wide communicationsSpearheaded project to model the viability and profitability of PIMCO’s product and business lines, laying the foundation for formalized P&L reporting firm-wide and facilitating efforts to bring the finance function in-houseCoordinated with the technology team to build and tailor highly customized reports for management’s daily use

Collaborated with a 12-person team to manage complex, high-touch foundation and endowment client relationships totaling over $35 billion assets under managementCommunicated PIMCO’s macroeconomic views, positioning, and performance in client meetings Led initiative to identify and proactively engage with smaller clients and prospects among fund client base

Promoted to lead associate on the channel’s top 3 revenue generating relationships within 4 monthsPerformed in-depth quantitative and qualitative analyses and performance attributions of client portfoliosMentored and trained summer interns and new hires to the team