Sandy Henderson

Sandy Henderson Email and Phone Number

Director, RFP Manager at Tortoise Capital @ Tortoise Capital
Sandy Henderson's Location
Overland Park, Kansas, United States, United States
Sandy Henderson's Contact Details

Sandy Henderson work email

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About Sandy Henderson

Accomplished Financial Client Services Professional with extensive experience in the investment advisory industry, covering listed equities, fixed income, private credit, and private equity asset classes. With over a decade of expertise in managing complex RFPs, RFIs, DDQs, and maintaining consultant databases, I consistently deliver excellence in client-facing projects. Recognized for enhancing business outcomes through effective project management and client engagement, I bring a deep knowledge base and a proven track record of success.• Proven Expertise in Project Management - Demonstrated ability to efficiently manage complex, deadline-driven projects while maintaining a high level of organization and attention to detail, consistently delivering on time and within scope.• Analytical and Critical Thinker - A detailed approach to problem-solving with a strong focus on producing precise, high-quality deliverables that meet client and stakeholder expectations.• Client-Centric Service Orientation - Committed to providing exceptional service to clients and internal business partners, fostering long-term relationships through reliability, responsiveness, and a deep understanding of client needs.• Highly Motivated Self-Starter - Driven by an outstanding work ethic, consistently taking initiative and demonstrating a commitment to excellence in every aspect of work, with a keen eye for detail.• Exceptional Communication and Collaboration Skills - Skilled at articulating complex information clearly and effectively, both in writing and verbally, while working collaboratively across departments to achieve common goals.• Advanced Technical Proficiency - Extensive experience with Microsoft Office Suite, coupled with the adaptability to quickly learn and master various investment and CRM-oriented IT applications, ensuring seamless integration into any technical environment.• Specialized Software Knowledge - Experience with industry-specific software, including RFP Software, Omni, APX Portfolio Management System, Portia portfolio management system, Bloomberg Financial Systems, Tableau, Confluence, and a variety of internal custom applications, enhancing operational efficiency.• Commitment to Continuous Learning - Eager to expand skill sets and acquire new knowledge to further enhance job performance, staying ahead of industry trends and best practices.

Sandy Henderson's Current Company Details
Tortoise Capital

Tortoise Capital

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Director, RFP Manager at Tortoise Capital
Sandy Henderson Work Experience Details
  • Tortoise Capital
    Director, Rfp Manager
    Tortoise Capital Mar 2015 - Present
    Overland Park, Ks
    Tortoise Capital specializes in energy and power infrastructure, focusing on the transition to cleaner energy for both individual and institutional investors. The firm offers a variety of investment options, including closed-end funds, mutual funds, private funds, separate accounts, and ETFs.Key Responsibilities:- RFP and Database Management: Lead growth initiatives by implementing best practices for Request for Proposals (RFPs) and consultant database management, ensuring alignment with company goals and client expectations.- Client Retention: Enhance client relationships by delivering superior service, responding to due diligence requests with timely and accurate information to bolster retention.- RFP Team Leadership: Manage and develop a high-performing RFP team, overseeing the completion of approximately 500 projects annually, while fostering individual growth.- Project Timeline Optimization: Design and manage processes that ensure timely and accurate completion of questionnaires and database entries, incorporating reviews and quality checks.- Compliance: Maintain accurate records to support SEC examinations and firm audits, ensuring all documentation complies with regulatory standards.- Content Creation: Craft client-focused, engaging content for questionnaires that effectively communicates the firm's value proposition.- Product Knowledge: Quickly acquire in-depth knowledge of new products and entities to effectively contribute to business objectives.
  • Fountain Capital Management
    Rfp/Marketing Associate
    Fountain Capital Management 1990 - Feb 2015
    Leawood, Ks
    At Fountain Capital Management, a boutique firm specializing in high-yield bond and bank loan portfolios, I contributed to portfolio management and client service with the following responsibilities:Marketing/RFP Specialist:Consultant Database Management: Maintained consultant databases, ensuring accuracy and alignment with firm objectives and client needs.Marketing Material Development: Led the creation of marketing materials such as presentation decks, fact sheets, and GIPS-compliant performance pages.Client Services:Client Reporting and Analysis: Prepared detailed client reviews on portfolio performance, characteristics, holdings, and market outlook, fostering client trust.Compliance and Guideline Review: Conducted reviews of client investment guidelines to ensure strict portfolio compliance, safeguarding client interests and regulatory adherence.Ad Hoc Client Support: Responded to client requests, providing tailored solutions and maintaining high client satisfaction through proactive communication.Portfolio Assistant:Portfolio Analysis and Reporting: Supported Portfolio Managers by generating analysis reports, including the firm’s proprietary Valuation Model, to aid in investment decisions.Client Reporting and Presentations: Produced client reports and presentations, highlighting portfolio performance and market trends.Corporate Actions and Legal Documentation: Managed the tracking of corporate actions and handled class action lawsuits by submitting necessary legal documentation.Trading/Settlement:Investment Transaction Support: Assisted the Portfolio Managers in negotiating and evaluating investment transactions with national brokerage firms.Securities Settlement Process: Managed the settlement process between clients, custodial banks, and brokerage firms, ensuring smooth transactions.Transaction Reporting: Prepared detailed investment transaction reports using the Portia portfolio management system to support the firm’s record-keeping.

Sandy Henderson Skills

Rfp Generation Database Administration Portfolio Management Investments Bloomberg Fixed Income High Yield Bonds Trading Settlement Trade Compliance Finance Customer Relations Microsoft Excel Microsoft Word Powerpoint Gips Compliance Qvidian Equities

Sandy Henderson Education Details

Frequently Asked Questions about Sandy Henderson

What company does Sandy Henderson work for?

Sandy Henderson works for Tortoise Capital

What is Sandy Henderson's role at the current company?

Sandy Henderson's current role is Director, RFP Manager at Tortoise Capital.

What is Sandy Henderson's email address?

Sandy Henderson's email address is sh****@****ors.com

What schools did Sandy Henderson attend?

Sandy Henderson attended Western Connecticut State University, Pace University.

What skills is Sandy Henderson known for?

Sandy Henderson has skills like Rfp Generation, Database Administration, Portfolio Management, Investments, Bloomberg, Fixed Income, High Yield Bonds, Trading, Settlement, Trade Compliance, Finance, Customer Relations.

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