Client facing investment management team member supporting firm’s $9 billion global active quantitative equity business across both institutional and intermediary channels. Additional responsibilities included the management of select strategic relationships and a subset of business development opportunities. •Execution of detailed portfolio reviews with clients, introduction of investment platform and strategy capabilities to prospects/consultants, and presenting at various conferences•The messaging, build out, and update of marketing collateral for an equity product suite inclusive of long/short, emerging markets, and global developed equity strategies•Creation of investment content including thought leadership, in-depth competitive analysis, investment letters, and custom client reporting •Product training of institutional sales team as well as distribution partners supporting US mutual fund and European SICAV sub-advisory relationships•Championed the launch of the firm’s first onshore hedge fund and SICAV vehicles

Client facing investment management team member supporting firm’s $25 billion global active quantitative equity business across both institutional and intermediary channels. Managed and mentored three portfolio specialists/analysts.

Provided superior client service and the deepening of relationships within the institutional public funds segment.

Supported senior relationship managers within the corporate defined benefit plan team. Responsibilities included new client account on-boarding/closing/transitioning, client reporting, and the creation of presentation materials.

Responsible for the financial planning and analysis of a technology focused business unit.