Lori Griffin Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

New York, New York, Us

• Collaborate with Voya IM client portfolio managers, sales leaders, product specialists, investment teams, executive leadership and marketing colleagues to create content about market trends and investment opportunities across public and private market strategies. Projects include white papers, short articles and blog posts, client emails, digital content, investment commentaries and other sales support materials. • Assist channel partners in developing content strategy, manage the editorial pipeline and gather feedback from stakeholders in investment and distribution teams.• Manage thought leadership projects from inception to publication, keeping deadlines on track and providing timely updates to stakeholders.• Repurpose content for different audiences and different formats.• Ensure consistent editorial standards across a variety of print and digital formats.

Provided ghostwritten content for financial advisors across the U.S.

Oaks, Pa, Us

• Writing: Produced high-quality, easy-to-read content for global distribution to institutional investors, financial advisors and individual investors with varying levels of sophistication. Formats included short weekly economic updates, quarterly fund performance commentaries, client newsletters, product brochures, PowerPoint slide decks, video scripts and writing for web. Topics included developed and emerging markets, traditional and alternative asset classes, and broader investment-related concepts (goals-based investing, sustainable investing, direct indexing and more).• Collaborating: Interviewed portfolio managers and analysts and translated complex input into easy-to-digest written pieces for various audiences.• Editing: Reworked thought leadership pieces by subject matter experts, from minor edits to major rewrites; provided first or second edits/peer reviews to other writers on the team. • Repurposing: Adapted previously written content for distribution to different audiences.

Oaks, Pa, Us

• Managed client, consultant, and investor relationships for thirteen investment managers of collective investment trusts with a combined total of nearly 250 institutional investors and assets in excess of $6 billion. Key participant in the successful wind-down of the $6 billion SEI Stable Asset Fund in November 2012. • Oversaw relationships with assigned book of investment management firm clients regarding investor on-boarding and ongoing servicing, collective fund investment guidelines, and operational and legal policies and procedures• Established and maintained relationships with institutional investment consultants, recordkeepers and third-party administrators to ensure expedient new investor on-boarding and to assist in client retention• Coordinated and monitored workflows between internal departments (Legal, Fund Accounting, Financial Reporting, Transfer Agency, Performance Reporting) to manage new fund/trust set-up, completion of legal documentation, and distribution of CIT pricing and performance information• Approved new collective fund investors • Reviewed, amended and negotiated terms and conditions for appropriate regulatory language and legal standards in vendor contracts• Collaborated with internal and external auditors to ensure participating plans meet auditing requirements and standards• Prepared and presented vendor due diligence reports and new client product developments to various internal committees• Trained newly-hired Trust Officers using a combination of classroom and on-the-job teaching techniques

Chesterbrook, Pennsylvania, Us

Des Moines, Iowa, Us

Valley Forge, Pa, Us