Minneapolis, Minnesota, United States
Strategic investment professional with over 18 years of investment manager research & business growth development; experience in both institutional asset management and private client wealth management. Background combines diverse industry knowledge with extensive research experience to support product development and business growth. Making numbers tell a story is a top skill. Additional skills: Manager Due Diligence Market Research Product Development Investment Vehicles Competitive Intelligence Alternative Investments Asset Allocation Model Portfolios Morningstar / eVestment / Preqin Databases Project Management Speaking/Presenting Leadership
Oversee all product management and development initiatives; frequently present complex business cases to key stakeholders throughout the organization. Responsible for ushering new product proposals/modifications through all internal channels, including leading meetings with heads of distribution and senior leadership. Regularly present key information to the RBC Funds Board of Trustees. Additional key responsibilities include distribution & client service support, product strategy development, marketing support, and investment team support. Distribution & client service support entails both ad-hoc & periodic competitive intelligence reports along with hosting sales calls focused on in-depth product training. Product strategy is focused on ensuring database & marketing content is accurate, training & competitive positioning is frequent, and vehicles/pricing are both aligned and competitive. Marketing support is focused on contributing to quarterly pitchbook content as well as occasional thought leadership content. Support for investment teams includes ensuring the correct vehicles, pricing, and database content are in place for each investment strategy.
Responsible for multiple tasks including sales support, product strategy, and North American investment team support. Sales support entails both ad-hoc & periodic competitive intelligence reports along with hosting sales calls focused on in-depth product training. Product strategy is focused on ensuring database & marketing content is accurate, training & competitive positioning is frequent, and investment team roadshows are scheduled. Support for investment teams includes correct vehicles, pricing, and database content are in place for each investment strategy. An additional responsibility includes presenting mutual fund performance reports to the fund's Board of Directors on a quarterly basis.
Focused on sales support for both the institutional & retail channels by analyzing market trends/demand and providing competitive analysis vs. peers. Actively seek new ways to differentiate strategies and deliver information in a concise fashion such that it can be easily interpreted & used in meetings. Communicating across investment, marketing, performance, and sales teams to ensure data arrives where & when needed and in the proper format is central to this role. An additional responsibility includes presenting mutual fund performance reports to the fund's Board of Directors on a quarterly basis.
Responsible for performing the due diligence on all investment products used in portfolios, researching/valuation analysis of asset classes & the stock market, portfolio construction, and municipal bond analysis. In addition to being a voting member of the Investment Committee, I performed daily monitoring and rebalancing of client portfolios using the Tamarac software system.