Scott Moritz Email & Phone Number

Manage a team of client service administrators supporting sub-advised mutual fund separate accounts (US 1940 Act and offshore) for intermediary advisors, insurance companies and non- US entities Act as a key client contact for all non-portfolio management matters; explain procedural aspects of investment process to clientsReview and negotiate investment management contracts and fee agreements; establish new accounts and coordinate the communication of cash flow information to Portfolio Management and Cash Management; interact with custodians, fund accountants and transition managers for account set-up and ongoing administrationPartner with Operation and Product Areas to offer solutions for a specialized client base, thereby streamlining service processes and increasing client satisfactionParticipate in Sales/ Marketing Group Client Presentations and RFP’s

Responsible for the management and maintenance of custodial functions with respect to domestic and international mutual fundsMonitor operational requirements and service standards ensuring all parties are maximizing efficiency while minimizing risk exposure Conduct monthly conference calls and/or on- site visits with clients to discuss and enhance overall service and performance of fundsManage and coordinate staff of eight professionals assisting in the daily servicing of each fund