Maggie Joyce Email & Phone Number

Boston, Massachusetts, United States

As a Lead Client Services Writer, I am responsible for managing, coordinating, and delivering high-quality requests for proposals, requests for information, fund samples, due diligence questionnaires, and other ad hoc requests by engaging in cross-functional collaboration. My primary objective is to produce these deliverables which assist in the procurement of new business and meet the complex reporting requirements of current clients by accurately, clearly, and articulately describing the firm’s offerings and its investment solutions. In this role, my concentrated focus is on the firm’s full range of alternative investment capabilities - primarily, the firm’s long/short hedge funds and private equity strategies.

Boston, Ma

•Development of pooled vehicle solutions domiciled in Dublin (UCITS), Luxembourg (UCITS and Non-UCITS), Germany, Cayman Islands, Australia, and Canada including experience with Limited Partnership structures. •Analyze scope of vehicle build via demand assessment, fund economics, guideline interpretation, UCITS compliant review; ensuring products meet fund economic, regulatory, tax and legal requirements.•Oversee the launch of new funds. Created the WMF PD Fund Development Lifecycle to monitor vital design, launch and live fund requirements utilized as an efficient aid in the management of fund development, design and execution of fund changes.•Responsible for configuring all fund, share class, and reporting group structures internally and on client and prospect sites. Manage derivative/broker requirements, fee schedules, benchmark and cusip assignments. •Managed temporary employees and directed co-ops on various functions and projects.•Responsible for responding to RFP’s and fund capacity and prospectus change related communication. •Identified risk areas in statistical reporting relating to hedged share classes and developed “Best Practices for Data Generation in WMF Client Reporting.” Oversee process in Boston & 5 offshore offices. •Designed format and content for “Product Sheets” used for reference and catalogued for posterity on notable fund terms, dealing, fees, target market, why invest, design rationale, tax issues, etc. •Member of the Networking and Engagement subcommittee within the Wellington Women’s Network.•Created a fund industry cash flow trends template to supplement a quarterly competitor analysis, “Cashflow Snapshot”, which utilizes Strategic Insight databases depicting US and cross-border fund flow data by product, asset class, manager and region.

Boston, Ma

•Gathered and analyzed product data for the production of WMF fund fact sheets. Oversaw creation and implementation of a “Fact Sheet Tool”, enabling automation of 1/3 of WMF factsheets, increasing productivity by 62%. The Tool is now leveraged by the entire firm.•Manage WMF weekly pipeline and act as representation for numerous cross-functional governance and product related working groups that support the Product Development and/or firm agenda.•Produce Product Development materials for the WMF Oversight Committee, which includes the monitoring and analysis for our seed capital program used by 3 distinct oversight committees.•Prepared quarterly FIN 46-R reports for Finance to distribute to firm auditor, PWC and created customized performance return streams for marketing purposes.

Boston, Ma

•Initiated and oversaw implementation of WMF offering document tracking and fund distribution procedures. •Produced materials for over 35 Oversight Committee meetings, managed schedules around the globe and designed & organized many of the group’s administrative processes.

Creve Coeur, Mo

•Provided customers with detailed product/pricing and qualified sales leads. Produced weekly management reports and organized purchase orders for management and vendors.•Trained employees, monitored inventory turnover, delivered vehicles, engaged in dealer-trades.

St. Louis, Mo

•Conducted interviews and training initiatives for individuals with developmental disabilities.•Devised vocational assessments via Judevine Supported Employment.

Master Of Business Administration (M.B.A.), With A Focus On Organizational Development, Gpa 3.92/4.00

Bachelor'S Degree, In Psychology (Sociology Minor), Awarded Dean’S List; Magna Cum Laude

Activities and Societies: Research assistant alongside Industrial/Organization Psychology Ph.D. candidates at the University of Missouri.