Sales Program Analyst

• Sep 2023 - Present

Business Development Analyst

• Nov 2022 - May 2023

• Dialed an average of 60+ client prospects (i.e Broker-Dealers, RIAs, Bank Trusts) daily to drive Harbor Capital brand awareness and assets under management in the ETF financial marketplace• Synchronized with two Regional Investment Consultant (RIC) partners to advance the development of territory sales in both the Mid/South-Atlantic regions with an emphasis on lead verification and scheduling• Demonstrated acute knowledge of macro-economic asset class implications and Harbor's ETF product lineup to deliberately pitch and schedule 45 introductory meetings for RIC partners• Networked with the investment management teams of 7 sub-advisor asset management firms during bi-annual sales distribution meetings to further strengthen understanding of investment product strategy Show less

Client Engagement/RFP Associate

• May 2022 - Nov 2022

• Piloted the response of 55 annual and quarterly due diligence questionnaires for existing clients invested in core mutual fund offerings with the purpose of retaining legacy business • Utilized repository system RocketDocs to track departmental deliverables and maintain standardized firm/subadvisor language resulting in a consistent institutional investment brand• Communicated coherently with 15 institutional clients and internal/external stakeholders to deliver the preliminary stages of an excellent client service model• Networked with 125+ colleagues at company headquarters based in Chicago, Illinois for a 3-day culture building event to drive a deeper understanding of the firm Show less

Investor Relations Analyst

• Jul 2020 - May 2022

• Assembled 12 OCIO request for proposal responses leading to $75M in new client capital and $650M in retained partner capital • Evaluated the diversity composition, measured by the presence of non-white male senior leadership, of 115 underlying investment managers to determine diversity statistics for the $5.5B portfolio • Constructed quarterly performance reporting for both internal and external stakeholders, communicating portfolio investment results • Serviced 28 non-profit endowment and foundation partner relationships, performing client specific ad-hoc requests (e.g. third-party data submissions and donor relations content generation) • Organized the effective execution of two virtual partner forums, coordinating with external guest speakers and supplying technological logistics support • Advanced the creation of the business’s first annual report, developing and proofreading drafts prior to publication • Authored OCIO competitor research profiles to establish business competitive advantage in finalist request for proposal presentation meetings • Redesigned quarterly portfolio performance reporting and business website to better communicate with existing and potential partners • Designed a dynamic mentorship program to further develop partner engagement and talent acquisition with university and independent school clients • Attended quarterly and bi-annual partner meetings to record partner sentiment and satisfaction with the OCIO services being provided Show less

Client Relationship Associate

• Sep 2019 - Jun 2020

• Advised an average of 58 existing and new retail investors on website navigation, registration, and general financial information • Delivered reliable investment and tax information to educate a client base with $0 - $5,000,000 in total assets under management • Provided empathetic problem solving to aptly resolve and/or elevate clerical and monetary account discrepancies • Maintained the digital profile of 10,0000 retail and high net worth clients to establish quality customer service • Demonstrated an understanding and practice for client relationship management focused on efficiency and politeness Show less

Global Distribution Operations: Process & Systems Co-Op

• Jul 2018 - Jan 2019

• Provided excellent administrative support to a global team of twenty in a bi-weekly governance call focused on global program alignment • Redesigned the program newsletter to introduce a new online format, new information collection procedure, and updated publication schedule • Utilized data analytic software to accurately track and communicate program ($17,500,000) performance to senior management • Amended all business process standard documentation to reflect new program language on best practices to eliminate inefficiencies throughout the global distribution network • Obtained a comprehensive understanding of supply chain through frequent interviews with industry professionals and ad-hoc opportunities Show less

Rotational Summer Analyst

• Jun 2017 - Aug 2017

• Rotated: Finance, Equity Research Sales, Debt Capital Markets • Collaborated with summer analysts to evaluate and pitch an equity stock due for deletion in the rebalancing effort of the Russel 2000 • Briefed the head of equity research sales on daily joint equity research calls to discuss equities buy and sell recommendations • Offered a presentation detailing a call recommendation and supporting evidence on two corporations covered by the firm • Illustrated a collateral pool comparison between the securitization of three small business lending loan trusts and a potential client’s existing loan pool Show less

Summer Venture Management Program

• Jun 2017 - Jun 2017

• Developed a broader cognition of business leadership and the challenges business leaders face throughout the world • Dissected approximately fifteen faculty authored business management case studies with the intention of debating pivotal points in a classroom setting • Developed a broader cognition of business leadership and the challenges business leaders face throughout the world • Dissected approximately fifteen faculty authored business management case studies with the intention of debating pivotal points in a classroom setting

Fiscal Division Intern

• Sep 2016 - Apr 2017

• Audited an average of $375,000 in monthly expenditures for the fifty "small-purchase-charge" cardholders• Developed a detailed spreadsheet to track card holder compliance with state mandated compliance trainings• Increased the compliance rate for mandated small purchase charge card trainings from 25% to 100%• Secured over $250,000 in insurance claims for damage done to property owned by the Hampton Roads District

Debt Management Intern

• Dec 2016 - Jan 2017

• Updated the master allocation spreadsheet with estimated project spending amounts and the annual debt service for outstanding bonds• Interpreted prospectuses of both previous and current outstanding debt offerings of the organization