Experience

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  Embark Investments

  • London, England, United Kingdom

  • Investment Marketing Manager

    • Apr 2022 - Present
    • London, England, United Kingdom

    - Senior strategic and tactical role- Multi-Asset and MPS- Marketing team manager- B2B marketing- Behavioural Investing- ManCo member- Product marketing content creation and writing- Marketing campaign manager (incl social media)- Distribution communication lead- Rating and PR agency relationship manager- Responsible for marketing strategic planning & budgeting- Regulatory reporting content writing and operational oversight

• 

  Neuberger Berman

  • London, England, United Kingdom

  • ESG Investment Communications Consultant

    • Oct 2021 - Mar 2022
    • London, England, United Kingdom

    - SFDR pre-contractual disclosure content writing & project management- Work closely with ESG specialists and legal to detail how sustainability and ESG factors are incorporated into the investment decision-making process at a firm and product level- Write article 8 and 9 pre-contractual agreements

• 

  Janus Henderson Investors

  • London, England, United Kingdom

  • Director, Product Marketing & Production

    • Apr 2020 - Jun 2021
    • London, England, United Kingdom

    - Strategic and Tactical management role- Global team management- Product Marketing print and digital collateral creation and management- Senior liaison for distribution, investment teams, channel marketing, compliance, and technology - Marketing content writing- Senior Management Team

• 

  First Trust Global Portfolios

  • London

  • Senior Marketing Specialist

    • Sep 2017 - Apr 2020
    • London

    - Product Marketing- Senior liaison for distribution, investment teams, operations, compliance, and technology- Sales Support- Product Marketing content writing lead- Presentations and Print production manager- Performance Reporting- RFPs, RFIs, DDs

• 

  Schroders

  • London, United Kingdom

  • ESG Product Manager

    • Jul 2016 - Apr 2017
    • London, United Kingdom

    - ESG Marketing, reporting, and content writing- ESG presentations and reporting- DDQs, RFP writing and content lead- Consultant databases support as product specialist- UNPRI assessment, Share Action, Climate Change DDQs, Webinars, Surveys- Portfolio and engagement analysis

• 

  Lombard Odier Investment Managers

  • Product Specialist

    • Mar 2015 - Nov 2015

    - Fund reporting and positioning - Senior liaison for distribution, investment teams, operations, channel marketing and RFPs- Writing fund and market commentary- Consultant relations lead for critical data and content population- Product positioning, strategy drives, ad hoc institutional pitch books- Competitor and Peer analysis

• 

  Barclays

  • Senior Vice President: Client Services & Marketing

    • Nov 2010 - Oct 2014

    - Strategic and Tactical role- Global Team Management- Marketing Manager- Client Services Manager- Sales Support- Workflow process and infrastructure change specialist- Liaison between distribution and investment teams- Presentation and Print Specialist- Support sales distribution team with detailed strategy and fund analysis, and updates- Consultant Relations and critical data population lead- Competitor and peer group analysis- Attribution analysis

• 

  BNY Mellon

  • London, United Kingdom

  • Senior Performance Analyst

    • Nov 2006 - Oct 2010
    • London, United Kingdom

    - Senior analytical performance role- Senior liaison for distribution, investment teams, RFPs, channel marketing, operations, and compliance - Consultant relations and critical data population - Performance and portfolio reporting- Composite and GIPS reporting- Create reports for senior management- Competitor and Peer group analysis- Attribution and Contribution reporting- Project Manager- Improve infrastructure and processes- Management of team members