Assumed responsibility for all interface with existing institutional clients. Served as primary contact on accounting opening and closing, monthly/quarterly reporting and ad hoc requests. Identified and referred new business opportunities to sales team.
*Compiled and synthesized client and fund level performance data used to report product performance in consultant databases, questionnaires, marketing presentations and client reports.
PC and Mac
Demonstrated advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Publisher, Outlook, Access), Adobe Creative Suite 3 (InDesign, Illustrator, Photoshop, Go Live, Acrobat), QuarkXPress, SalesForce, JDE, Campaign Logic and all Internet functions
Experienced with web design and HTML
Offered time and services to community and charitable organizations, and employer sponsored committees
Assistant Vice Client Service March 2014 to CurrentBrookfield Investment Management Inc － Chicago, IL
Responsible for servicing global institutional client base and business development efforts for the firm's real assets, real estate and infrastructure strategies, both long-only and long/short, for an investment firm with approximately $17 billion in assets under management.
Responsible for working with the investment team to creating marketing materials for new strategies including factsheets, presentations and RFP content.
Wrote monthly and quarterly performance reviews for the firm's equities strategies for the sales team, which included general review of performance, macroeconomic overview, portfolio positioning and outlook.
Worked with Sub-Advisory clients on annual prospectus and SAI reviews, annual 15(c), quarterly and annual questionnaires, and any ad-hoc requests.
Prepared attribution analysis and investment analyses with the help of the investment team for client and prospect requests.
Associate September 2012 to February 2014Ziegler Capital Management, LLC － Chicago, IL
Marketing & Client Service Worked with sales professionals to increase institutional and separately managed account assets through marketing, business development and client service at an investment management firm with over $4 billion in assets under management across the credit and equity spectrum.
Responsible for responding to all institutional RFPs for equity and fixed-income strategies.
Assisted the sales professionals in tracking all new business opportunities.
Served as relationship manager for all separately managed accounts.
Worked with the financial advisor to set up all accounts and maintain all client requests, including quarterly reporting, questionnaires, annual due diligence and any ad hoc requests.
Wrote quarterly performance reviews for all institutional products and coordinated with the portfolio managers to produce quarterly commentary on the market.
Marketing Specialist July 2010 to September 2012Duff & Phelps Investment Management Co － Chicago, IL
Managed all marketing and client service activities of a $9 billion investment management firm by partnering with Product Specialists and Compliance for each institutional product (REITs, Fixed Income and Global Infrastructure) and by implementing procedures that streamlined monthly/quarterly reporting and market updates.
Created standard quarterly marketing collateral while ensuring all deadlines were met.
Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals, and quality and adherence to deadlines.
Worked closely with operations, IT and compliance to create and maintain marketing materials for use in sales presentations and client meetings.
Maintained integrity of content reported to external consultant databases, an important marketing tool for investment managers.
Reviewed and improved content and format of information databases drawn on for completion of RFPs, in order to increase both quality of product and likelihood of winning new business.
Developed and maintained relationships with consulting firms, clients and third party vendors to ensure ongoing service continuity.
Marketing Leasing Coordinator March 2008 to July 2010First Industrial Realty Trust, Inc － Chicago, IL
Planned and implemented strategic marketing initiatives designed to drive sales and leasing activity and increase net operating income.
Coordinated marketing related projects with corporate marketing team to ensure company branding.
Marketing Coordinator October 2004 to March 2008CB Richard Ellis － Chicago, IL
Interfaced with sales professionals, marketing department and researchers regarding marketing and client requirements.
Gathered the necessary information to complete marketing tasks.
Independently determined the appropriate methodology in creating marketing and presentation materials.
B.S : Biomedical Engineering, June 2001Saint Louis University － Saint Louis, MOGPA: Undergraduate Research Scholarship 1999 and 2000
*University ScholarshipBiomedical Engineering Undergraduate Research Scholarship 1999 and 2000
December 2003Saint Louis University School of Medicine － Saint Louis, MOPharmacological and Physiological Sciences, PhD Candidate
*Training Grant, Pharmacological and Physiological Sciences 2003-2004
Acrobat, Adobe Creative Suite 3, Go Live, Photoshop, ad, branding, business development, c, com, consultant, consulting, content, credit, Client, clients, databases, due diligence, equities, equity, financial advisor, fixed-income, Fixed Income, HTML, Illustrator, InDesign, investment management, JDE, Logic, Mac, marketing, market, marketing collateral, marketing materials, materials, meetings, Access, Excel, Microsoft Office, Outlook, PowerPoint, Publisher, Word, performance reviews, PhD, positioning, presentations, quality, QuarkXPress, real estate, reporting, RFP, sales, strategic marketing, web design