Experienced investment and relationship management professional with training in investment research, consulting, data analysis and client service. Seeking an investment role with an emphasis on client relationship management, business development and strategic planning. Demonstrated track record of using qualitative and quantitative techniques to improve investment decision-making, sales and client service processes. Strong written and verbal communication skills utilized to present investment rationales, portfolio updates and strategic recommendations to a variety of audiences, including senior management, internal sales teams, and existing and prospective clients.
Technical Experience: Bloomberg, FactSet, Salesforce, Advent, Excel, VBA, R, Ableton Live
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