Thomas Foran Email & Phone Number

Boston, Ma

As Manager, Questionnaires, it was my role to directly manage a global team who focus on providing exceptional customer service to our existing client base, consultant population, and prospective clients. On a daily basis I taught, trained, and mentored team members. My goal was for them to progress and achieve success in their careers. The team and I collaborated with the firm's client-facing groups in an effort to provide prospective and existing clients high-quality questionnaires and… Show more As Manager, Questionnaires, it was my role to directly manage a global team who focus on providing exceptional customer service to our existing client base, consultant population, and prospective clients. On a daily basis I taught, trained, and mentored team members. My goal was for them to progress and achieve success in their careers. The team and I collaborated with the firm's client-facing groups in an effort to provide prospective and existing clients high-quality questionnaires and consultant database updates, with the desired outcome of winning new business and retaining our existing client base. Internally, I strove to heighten the reputation of the team, while forging strong relationships with other departments throughout the organization. I also coordinated enterprise-wide projects and shared updates and feedback to senior management throughout the firm’s three focus regions in the Americas, Europe, and Asia ensuring we adhere to agreed upon timelines. I worked as a thought-leader with an aim of identifying efficiencies in our daily work processes. As a leader in a global organization, I took a broad view of our firm and partner companies, and worked to ensure our cultures were in alignment.In addition to my role as Manager, I was Co-Chair of the Wellington Pride+ Business Network. Pride+ offers an open environment for lesbian, gay, bisexual, transgender, and other supporting members to collaborate and network with colleagues. Pride+ provides opportunities for community outreach, targeting organizations that support the LGBTQ community. In addition, in allows individuals to connect and collaborate with other network members, as well as recruit, attract, and retain a diverse talent base. Show less

Greater Boston Area

Led all marketing efforts in the North American. Managed a team of professionals responsible for creating and maintaining all marketing and corporate collateral.Marketing•Managed the development and expansion of J O Hambro’s (JOHCM) brand presence and awareness in the North American (NA) market through the creation and distribution of high-end marketing collateral•Identified public relations opportunities for the firm’s investment professionals•Identified and created… Show more Led all marketing efforts in the North American. Managed a team of professionals responsible for creating and maintaining all marketing and corporate collateral.Marketing•Managed the development and expansion of J O Hambro’s (JOHCM) brand presence and awareness in the North American (NA) market through the creation and distribution of high-end marketing collateral•Identified public relations opportunities for the firm’s investment professionals•Identified and created marketing collateral to support JOHCM’s knowledge base within industry themes•Oversaw the creation of quarterly thought leadership commentary for strategy(s) offered in the NA market•Managed the process of providing monthly, quarterly and YTD performance commentary•Oversaw the process of creating, maintaining and updating firm and product presentations, pitchbooks and web content•Managed the process of creating marketing collateral to support current and future investment teams and investment strategies for the NA marketDistribution Support•Oversaw the process of drafting marketing collateral for existing and prospective investment strategies•Managed the team responsible for completing monthly/quarterly and ad-hoc questionnaires, as well as maintenance of firm and strategy presentations•Managed the process for responding to Due Diligence Questionnaires (DDQs), Requests For Proposals (RFPs), and Requests For Information (RFIs) from industry consultants, as well as current and prospective clients Leadership and Management Responsibilities•Managed, trained and mentored the marketing department responsible for supporting the firm’s marketing and communications initiatives•Reviewed and evaluated the department's performance on a regular and on-going basis•Increased the knowledge base of the team by identifying industry conferences and seminars for members to attend•Oversaw and developed strong financial writing skills among the marketing team Show less

Boston, Ma

Marketing and Branding•Maintained a thorough working knowledge of all products and services managed by Batterymarch, as well as the investment management industry and competitive environment at large•Created and distributed accurate, clear and powerful firm and product information for use in the institutional and sub-advisory markets for prospects and consultants worldwide – specifically in the preparation of RFPs, RFIs, DDQs, and consultant databases•Reviewed all submissions to… Show more Marketing and Branding•Maintained a thorough working knowledge of all products and services managed by Batterymarch, as well as the investment management industry and competitive environment at large•Created and distributed accurate, clear and powerful firm and product information for use in the institutional and sub-advisory markets for prospects and consultants worldwide – specifically in the preparation of RFPs, RFIs, DDQs, and consultant databases•Reviewed all submissions to ensure they were compliant with client and regulatory requirements•Responsible for the timely completion and delivery of client inquiries regarding Batterymarch’s investment philosophy, products and processes•Worked with Graphics Team to update marketing collateral, company web-site, client presentations and pitch books•Created a corporate brand template for use in all client letters, questionnaires, RFPs, RFIs, and general corporate communications to ensure consistency in the firm’s branding and messaging•Coordinated and managed Batterymarch’s qualitative and written data to the global consultant community and to third-party data providersLeadership and Collaboration•Led a team of corporate communications writers who responded to existing and prospective client questionnaires•Attended client service and sales calls and meetings with both prospective and current clients•Developed corporate content for new and existing products for use in Batterymarch’s response to current and prospective clients’ and industry consultants’ questions, concerns, and industry filings•Built and maintained the firm’s RFP database (Qvidian)•Led a multi-year firm-wide roll out of Batterymarch’s corporate language database (Qvidian), and trained employees from multiple departments on “best practices” for accessing corporate language Show less

Boston, Ma And Dublin

I was involved in numerous marketing activities for Investors Bank & Trust. My duties entailed: marketing Investors Bank’s services to financial institutions throughout the United States and Europe, aiding in the creation of a national advertising campaign, budgeting and organizing advertising placement, generating public relations opportunities and activities, as well as documenting and responding to Requests for Proposals, Requests for Information, and client Due Diligence Questionnaires… Show more I was involved in numerous marketing activities for Investors Bank & Trust. My duties entailed: marketing Investors Bank’s services to financial institutions throughout the United States and Europe, aiding in the creation of a national advertising campaign, budgeting and organizing advertising placement, generating public relations opportunities and activities, as well as documenting and responding to Requests for Proposals, Requests for Information, and client Due Diligence Questionnaires. While working in the firm's Dublin office I responded to client inquiries regarding their investments, helped create client presentations and monthly reporting packets, and streamlined the process of acquiring quantitative information regarding each account's holdings and characteristics.Additionally, I led a team of corporate communications writers who responded to existing and prospective client questionnaires. I managed the team’s workflow, reviewed their work and edited content as needed. Show less

Mba, Dual Concentrations: Marketing And Consulting / General Management

Activities and Societies: Recipient: Most Value Added Award. Finalist: Babcock Scholarship. Marketing Summit co-chairman. Marketing Club.

Ba, Major: Economics; Minor: History