Sammy Ibrahim Email & Phone Number

Elkridge, MD, US

Hartford, CT, US

Newark, New Jersey, US

• Spearheaded management of individual pipeline of complex, customized financial service proposals, successfully marketing private equity real estate funds to institutional investors.
• Enhanced response strategies to due diligence questionnaires and RFPs, focusing on DEI, Sustainability, and DCIO requests, significantly improving engagement with global clients.
• Collaborated on content that underscored the firm’s commitment to impact and sustainability, elevating firmwide capabilities and client acquisition.

Zürich, ZH, CH

• Associate Director, North America Intermediary Client Se
• Provided daily support for Relationship Managers, optimizing CRM management and enhancing client meeting outcomes through effective follow-up strategies.
• Managed client service reporting for a portfolio worth approximately $4 billion in AUM, improving reporting accuracy and client satisfaction.
• Played a key role in sales support and engagement with prospects through eVestment comparative analysis to assist in lead conversion.rvice

Washington, DC, US

• The Platform and Investments Analytics Director manages and oversees databases and business analytics regarding the company’s investment products and strategies. The role supports our broader efforts, driven by Sales.
• Manage investment product data for eVestment platform. Collaborate with IT and investments to automate data feeds, streamline process and reduce manual data entry.
• Drive positioning strategy in institutional databases and look to leverage eVestment Omni capabilities. Includes recommending what funds should be positioned where.
• Perform ongoing analysis of competitive product positioning to inform our own product positioning, including evaluation of fund performance in database searches. Recommend actions to improve investment product.
• Support product positioning efforts for in-house managed funds, with in-depth knowledge on line-up
• Development of product content and messaging in coordination across departments

Washington, DC, US

Oversee the management of all DCIO related content and platforms. This includes, but not limited to RFPs/RFIs/DDQs, external consultant website, marketing materials, ad-hoc requests, databases, etc.). Responsible for developing, implementing and overseeing the process management of both internal and external content partners. Currently manage a team of one.

Baltimore, Maryland, US

• Team Lead· Responsible for process management of Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ) requests submitted by the institutional and intermediary distribution.
• Populate and edit documents: Complete all requests pertaining to Brown Advisory’s institutional products with dedication to U.S. Financial Intermediary (USFI) and Outsourced Chief Investment Officer (OCIO) business.
• Oversee project management: Manage the proposal production cycle from beginning to end. Proactively communicate with investment and non-investment subject matter experts (SME) and coordinate deadlines with the business.
• Content Management: Use database software, PMAPS, to identify potential answers for proposal questions and evaluate the appropriateness of responses. Identify and compile questions that cannot be answered from PMAPS.
• Strategy/Business Unit Alignment: Specialization in USFI and OCIO proposal development. Verify consistency of investment content from various sources, including selective interaction with Investment Management.
• Relationship Management: Coordinate strategic alliances and solidify RFP stakeholder relationships across the organization. Proactively communicate with all internal team members (Sales, Proposal Content Manager.

Baltimore, Maryland, US

• Responsible for process management of Request for Information (RFI), Request for Proposal (RFP), and Due Diligence Questionnaire (DDQ) requests submitted by the Institutional Business Units.
• Answer and edit documents on institutional products with sector dedication to asset allocation and sector funds. Manage the production cycle incorporating RFP Triage, RFP Editor, Institutional Writer and SME input..
• Content Management - Utilize PMAPS to identify potential answers for questions and evaluate appropriateness of responses. May draw upon sources outside of the content repository. Identify and compile questions that.
• Strategy/Product Alignment- Specialize in Asset Allocation and Sector Products. Verify consistency of investment content from various sources, including selective interaction with Investment Management. Working closely.
• Relationship Management- Coordinate strategic alliances and solidify RFP stakeholder relationships across the organization. Proactively communicating with all internal team members- RFP Editors, Proposal Content.

Baltimore, Maryland, US

• Update quarterly reporting materials used firm-wide for various product families, including Retirement Date strategies, Large-Cap Value, International Value Strategy, Latin America, Press Guides and Third Party.
• Collaborate with investment staff to create ad-hoc presentation materials for new and custom investment products
• Collaborate with key stakeholders in Performance and Investment groups in order to establish reporting standards and guidelines for use at all levels of production
• Strong interpersonal and communication skills are essential.
• Team Leader of the MPC Financial Team.Mission was to acquaint employees with current and expected financial issues that may/will impact the MPC, the T. Rowe Price organization, and the U.S. economy.
• Product Redesign Lead for Third Party Products (Wealth Management and Variable Annuity Kit).

Baltimore, Maryland, US

Expanded on the Investment Services Associate's responsibilities to not only include the day to day tasks, but also the servicing of College Savings 529 plans as well as Required Minimum Distributions. Was initial client contact for resolution of more complex investment concerns and client issues.

Baltimore, Maryland, US

Responsibilities consisted of providing quality service to all T. Rowe Price shareholders by processing transactions, fulfilling literature requests, performing various levels of account maintenance on shareholder accounts and identifying potential leads for T. Rowe Price Investment Guidance. Accomplishments:Named SME on 529 College Savings Plans and.

Owings Mills, MD, US

- Responsible for acquiring Target, Stuff Magazine, UNLV Professional Golf Management and American Asphalt & Grading as clients.- Order processing for Account Executives. - Ensuring logo's were uploaded to vendors art departments and got sample proofs of products with artwork to Clients for approval.- Point of Contact for all Vendors- organized vendor.

Day to Day Golf Shop Operations, Instructed at Junior Golf Clinic, Administer Golf Lessons to membership, Organizing and Overseeing Golf Tournaments.

Day to Day Golf Shop Operations, Instructed at Junior Golf Clinic, Organizing and Overseeing Golf Tournaments.

Bachelor Of Arts - Ba, Organizational Leadership

Spring 2010, General Studies