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Rachel Ward is a seasoned finance professional with 17 years of experience in portfolio management, investments, and fixed income. She has held various roles at Aegon Asset Management, including High Yield Product Specialist, Senior Marketing Manager, and Marketing Manager. Rachel holds an MBA and a Bachelor of Business Administration degree from The University of Iowa.

Experience

    • Netherlands
    • Investment Management
    • 700 & Above Employee
    • High Yield Product Specialist
      • Mar 2021 - Present

    • Senior Marketing Manager
      • Mar 2019 - Mar 2021

      Manage the creation of marketing content and collateral to drive sales of fixed income products and solutions. Oversee digital marketing campaigns and lead idea generation, planning and execution. Research competitors and refine product positioning. Contribute to thought leadership papers and requests for proposals. Manage and support direct reports and team members.

    • Marketing Manager
      • Mar 2016 - Mar 2019

      Manage the creation and production of marketing content and collateral to drive sales of fixed income investment products and custom solutions.

    • Marketing Specialist
      • Nov 2013 - Mar 2016

    • Intermediate Portfolio Analyst II
      • May 2008 - Oct 2013

      *Assist portfolio managers with the daily management of fixed income portfolios by contributing analytical skills to complete tasks focused around portfolio compliance, liquidity management, risk management, performance attribution, corporate goals, and various investment related initiatives.*Serve as the primary portfolio analyst on a $30 billion portfolio by coordinating projects between investments and the insurance divisions while ensuring effective communication. *Expedite and resolve a significant breadth of client inquires and requests by coordinating with traders, credit analysts, accountants, lawyers and various investment division departments.*Analyze asset and liability cash flow patterns in an effort to reposition asset portfolio and ultimately result in capital savings through a corporate initiative.*Develop and coordinate well-rounded training plan for the portfolio management internship program.

    • Portfolio Management Intern
      • Jul 2007 - May 2008

      *Assisted portfolio analysts and portfolio managers with routine and ad-hoc requests related to the management of over $120 billion in total assets.*Enhanced reporting procedures and improved process documentation to ensure successful intern transition.

Education

  • The University of Iowa Tippie College of Business
  • 2006 - 2008
    The University of Iowa - Iowa

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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