Manager Management

STACEY SABATOS

** ********* ****** 917-***-****

Florham Park, NJ 07932 *************@*****.***

Asset management professional skilled at developing and managing client relationships, marketing and business development.

Proven track record of communicating investment attributes and developing long-term investor relationships.

Professional Experience

Brookfield Investment Management Inc. March 2004 – Present

Director, Product Specialist January 2012 - Present

Involved with the initial launch of investment vehicles (closed-end retail and private institutional funds). Develop and

implement marketing materials to effectively position the offering to target investor base.

Present to internal and external channels the investment strategy and performance results, and provide technical sales

support across the product line.

Prepare competitive product analysis to assist with product positioning and analyzing viability within the institutional

marketplace.

Manage due diligence process for stakeholders with respect to new product launches and client onboarding.

Director of Marketing & Client Service March 2004 – December 2011

Head of marketing and client service department responsible for the servicing of over 50 client accounts valued at over

$18 billion in assets under management. Managed five direct reports.

Served as client relationship manager for institutional investors such as pension plans, sub-advisory relationships,

insurance companies and financial institutions. Cross-sell opportunities to existing investors. Conduct due diligence

meetings, presentations and conference calls with investors.

Managed and oversaw the development of marketing collateral including external communications, presentations, client

reports, and new product literature.

Produced and managed the dissemination of institutional product data. Developed and managed RFP content. Directed

consultant database population.

Managed and oversaw the client service effort including client on-boarding and reporting. Facilitated contract

negotiations, crafting investment guidelines and coordinating operational set-up of new accounts. Developed policies and

procedures for the department to comply with internal and external audit standards.

Responsible for ensuring the firm’s adherence to GIPS® compliance, including creating and maintaining performance

composites, developing appropriate benchmarks, maintaining proper audit documentation and compliance disclosures.

AIG Global Investment Group October 2000 – February 2004

Associate, Global Client Services October 2001 – February 2004

Responsible for servicing institutional client relationships. Responded to client inquiries, ad-hoc requests, prepared

materials for investment committee meetings and maintained account opening/closing procedures.

Coordinated and executed large-scale client events for institutional investors. Instrumental in negotiating hotel and

vendor contracts, handling venue logistics and developing marketing materials to promote the firm’s products.

Drafted portfolio commentary for client reports. Designed template for client reports.

American General Investment Management (acquired by AIG in September 2001)

Marketing Assistant October 2000–October 2001

Maintained contact management system (CRM). Build weekly pipeline report for senior management and develop

prospect lists for sales team.

Responded to requests for proposals (RFP’s). Maintained and updated consultant databases.

Prepared client reports and presentations.

SL Green Realty Corporation

Assistant Property Manager January 2000-October 2000

Prepared expense reports for properties. Maintained and negotiated service contracts. Maintained records for building

staff and main office personnel.

Education

Boston University College of Communication Boston, MA

Bachelor of Science in Communication May 1999

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