Lisa Sheehan Email & Phone Number

London

London, England, United Kingdom

London, England, United Kingdom

Sales: • Engaging with prospects to understand their portfolios, objectives, and outlook• Understand customer needs and communicate value proposition • Developing key marketing materials to engage prospective clients in target regions• Managing a pipeline of expansion opportunities and driving the development of assigned market segmentsRelationship Management:• Work closely with sales directors to deliver exceptional client service • Represent the firm as the investor’s primary point of contact• Build a strong rapport with prospects, clients, and the client’s partners such as consultants and custodians• Address client issues and see ways to creatively enhance and solidify client relationships• Being a product evangelist on our business portfolio

London, United Kingdom

Sales: • Managed sales materials for all UK and European prospects in discretionary absolute return, systematic and alternative strategies (£3.5bn): pitch presentations, RFPs, DDQs, consultant databases, ad hoc materials• Met with prospective institutional investors and consultants to understand their portfolios, objectives, and outlook• Led the Product Group to improve/tailor current investment products and brainstorm new products: relayed feedback from prospective clients, coordinated discussions between investment team and sales team• Oversaw relationships with third-party marketers: provided all support needed to connect with new leads, including portfolio data, investment commentaries, or fund terms• Cross sold an additional product to an existing institutional investor increasing the firm’s revenue • Encouraged two existing clients to top up their investment into the fund leading to a significant increase in AUM Relationship Management:• Led investor services for all UK and European clients in discretionary absolute returns strategies: considered clients’ specific requirements and negotiated where necessary, worked with all departments across the firm to create and customise reports; ensure regulatory compliance; oversee quality and timely delivery from delegated team members• Communicated with clients regularly to update on firm’s current investment themes and messages, via email, conference calls, and meetings

Toronto, Canada Area

OfficerClient Services, Global Custody• Managed all institutional trust and custody client relationships: communicated regularly to keep clients informed of all aspects related to account administration and acted as key escalation point for any issues they encountered • Identified service efficiency enhancements, process improvements, and service delivery using creative and proactive measures• Worked with relationship managers to develop relationships and additional business

Limerick

Investment Manager Liaison Group. Acted as the primary point of contact for Investment Managers globally to provide operational support and high-quality service

Sarsfield House, Limerick

Hyannis, Cape Cod, Ma, United States

Henry Street, Limerick, Ireland

Ma Business Management

Bachelor Of Arts (B.A.), Languages, Literature And Film

Bachelor Of Arts (B.A.), Foreign Languages And Literatures, General

Leaving Certificate