Kylie Lowe work email
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Kylie Lowe personal email
I am client driven Senior RFP analyst with an entrepreneurial spirit who has worked in the financial services industry for seven years. I began my career at MFS Investment Management where I held 4 different positions in sales and sales support. While working at MFS I was able to expand my knowledge about the industry and provide unparalleled customer service. Currently, I am a Senior RFP Analyst at Fiera Capital where I utilize my time management, organization, attention to detail, and communication skills to excel in my role. I complete RFPs and DDQs for US clients and prospective clients across multiple channels for a wide array of fixed income and equity strategies. I was initially hired as an analyst but was promoted within a year and half due to the huge impact I have made on team. I spend my free time looking for ways to improve our processes and procedures in order to be as efficient as possible. I pride myself on being a great team player - I am the first one who offers to help a teammate or raises their hand for additional work.I am looking to work in a fast paced environment, with a well defined structure, that will enable me to grow and develop professionally in the RFP space.
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Senior Rfp AnalystLoomis, Sayles & Company Jan 2024 - PresentBoston, Ma, Us
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Rfp AnalystLoomis, Sayles & Company Jul 2023 - Dec 2023Boston, Ma, Us
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Senior Rfp AnalystFiera Capital Sep 2022 - Jul 2023Montreal, Quebec, Ca• Showcases excellent time management skills by independently completing complex RFPs, RFIs, and DDQs with quick turnarounds and competing deadlines for our current and prospective clients across our suite of alternative, fixed income, and equity products.• Builds strong relationships with subject-matter experts around the firm in order to stay abreast of current information on products and services and collaborates to draft nonstandard answers to questions • Proactively helps my manager with answering team emails, training new team members, keeping track of deliverables, and delegating work to my coworkers. Solely responsible for these additional responsibilities when my manager is away.• Creates innovative process improvements to create more capacity for the team.• Member of the Global RFPIO Committee where I am driving meaningful improvements to our usage of RFPIO by reviewing the readability and structure of our content library, revamping our RFPIO training materials to include step by step usage instructions and best -
Rfp AnalystFiera Capital Jan 2021 - Sep 2022Montreal, Quebec, Ca• Showcases excellent time management skills by independently completing complex RFPs, RFIs, and DDQs with quickturnarounds and competing deadlines for our current and prospective clients across our suite of alternative, fixedincome, and equity products.• Builds strong relationships with subject-matter experts around the firm in order to stay abreast of current informationon products and services and collaborates to draft nonstandard answers to questions that are clear and compelling.• Assists with maintaining our proposal software system, RFPIO, by updating old responses and adding new content.
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Marketing ExecutiveNz Rental Wof Limited Jun 2020 - Dec 2020Mosgiel, Dunedin, Otago, Nz• Greatly improving our online presence by creating weekly newsletters and social media posts that provide updates and advice on the Healthy Homes Standards, producing marketing flyers that can be distributed as an informational packet, and redesigning the layout of the company website and updating it with current information.• In charge of analyzing social media engagement reports and using that data to enhance marketing strategies and content• Audits inspection reports with meticulous attention to detail to ensure all the information is relevant and is in line with the Healthy Homes Standards and Residential Tenancy Act, within a deadline driven environment.• Standardizing and streamlining work procedures by identifying areas of improvement, finding a more efficient way to complete tasks, and creating easy to follow training guides• Strengthening our client database by researching residential property management companies within New Zealand and finding the appropriate business contacts• Responsible for notifying clients of their upcoming inspections and advising them as to why our Rental WOF is important and the value it provides to tenants -
Inbound Sales RepresentativeMfs Investment Management Jun 2019 - Aug 2019Boston, Massachusetts, Us-Responded to complex telephone inquires from financial advisors by appropriately positioning MFS products, providing details about MFS funds, and giving investment updates-Used Morningstar’s analytical tool to run hypotheticals and fund vs fund caparisons. Analyzed the data on those reports and communicated that information back to the advisor -Created sales leads by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities -
Territory Support RepresentativeMfs Investment Management Jan 2018 - May 2019Boston, Massachusetts, Us-Worked with four different wholesalers with four diverse territories throughout the U.S. and scheduled out their calendars to see financial advisors through the use of team collaboration, CRM system reporting, and analyzation -In charge of setting up quarterly branch lunches or breakfast walkthroughs with several financial advisory firms, booked months in advance-Attended weekly and monthly team meetings that discuss our investment products, views on the market, and any best practice ideas -Exhibited organization when inviting advisors to special lunch or dinner events with a wholesaler and portfolio manager by keeping track of RSVPs, noting who I needed to call and follow up with, and calling to confirm their attendance a few days prior
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Distribution Data SupportMfs Investment Management Feb 2017 - Dec 2017Boston, Massachusetts, Us-Updated multiple CRM systems to prevent information from being lost in the transition to our new CRM system-Demonstrated close attention to detail when changing and/or adding a new representative to the CRM systems-Assisted the Dial a Note team with researching and adding new representatives to our CRM systems based on wholesaler requests -Ran a daily report to ensure all branch information in our CRM systems was accurate and made adjustments accordingly
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Inbound Sales Desk Co-OpMfs Investment Management Jul 2016 - Jan 2017Boston, Massachusetts, Us-Carried out the delivery and packaging of multiple sales materials to financial advisors in a timely fashion -Ran daily asset reports on financial advisors -Conducted research on financial advisors to help internal sales reps find the correct contact information-Copied distribution rates and other financial measures of MFS mutual funds into an easy to read document
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Head LifeguardSturbridge Recreation Jun 2010 - Jun 2016-Assisted in developing the program and creating new activities for our regularly scheduled camp and the “Mini Kids Camp” -Demonstrated strong communication skills when interacting with campers, parents, and the public about the beach rules and enforcing safety procedures-Assisted other camp counselors with workload and assisted the office with confidential filing of medical histories and existing conditions to ensure safety
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Intern For The Vice PrincipalTantasqua Regional High School Jan 2013 - May 2013-Maintained confidentiality and strong organization of essential paperwork for the Vice Principal-Managed notifications of detention and Saturday School slips for the student body -Coordinated announcements including the school outside sign for upcoming events
Kylie Lowe Skills
Kylie Lowe Education Details
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University Of Massachusetts LowellFinance And Entrepreneurship
Frequently Asked Questions about Kylie Lowe
What company does Kylie Lowe work for?
Kylie Lowe works for Loomis, Sayles & Company
What is Kylie Lowe's role at the current company?
Kylie Lowe's current role is Senior RFP Analyst at Loomis Sayles.
What is Kylie Lowe's email address?
Kylie Lowe's email address is kl****@****mfs.com
What schools did Kylie Lowe attend?
Kylie Lowe attended University Of Massachusetts Lowell.
What skills is Kylie Lowe known for?
Kylie Lowe has skills like Leadership, Series 63, Powerpoint, Lifeguarding, Salesforce, Sales, Communication, Team Leadership, Series 6, Lead Generation, Customer Relationship Management, Mutual Funds.
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