Marc Bernhardt Email & Phone Number

New York, New York, United States

Focused on 40 clients with over $700 million AUM, as well as initiate pre-sale prospect meetings, resulting in approximately ten new RFPs received per year, leading to participation in finals, and averaging two new clients per year. Conducted more than 100 portfolio reviews with investment committees and trustees across both traditional and alternative strategies, documenting each in Salesforce. Served as product specialist across all asset classes. Analyzed policy considerations to achieve investment objectives using Monte Carlo simulations. Advised clients on rebalancing and portfolio positioning based on capital market expectations. Provided insight and education on market trends in areas such as spending methods and alternative investing.● Educated committee members to help clients approve new investment strategies.● Evaluated risk management and oversight of portfolios.● Collaborated with OCIO consultants in responding to new opportunities.● Identified and developed new sales opportunities stemming from existing client base leading wins, including some of the largest current firm relationships.

New York, New York

Served as lead relationship manager discussing industry trends in various capital markets with focus on account specific information with institutional clients and consultants, and as lead sales person within middle market sales channel with focus exclusively on corporate pension plans, Taft-Hartley Plans, endowments, and foundations with assets of $250 million to $1 billion. ● Cross-sold existing clients additional traditional and alternative products.● Updated clients proactively regarding specific events affecting portfolio.● Directed reporting and maintenance of sub-advisory relationships.● Established and managed a formal six-person associate program for the team

New York, New York, United States

Produced attribution analysis for six equity products, including international, as part of consolidated reporting. Composed monthly valuation, market capitalization, and risk/return reports for all equity products utilizing Vestek, Factset, and Baseline. Created presentation materials for national sales force and consultants. Supervised team of three junior analysts to handle both anticipated and ad-hoc requests. Generated competitive analysis reports of mutual funds, and identified opportunities for improvement

Master Of Business Administration (Mba), Finance And Financial Management Services

Bachelor'S Degree, Accounting