Marketing Sales
Resume:
Bloomfield, NJ **003 ******@***.***
Ms. Jaime Israel
CREDIT SUISSE ASSET MANAGEMENT, LLC., (“CSAM”) New York, New York (October 07 – Present)
Experience
Assistant Vice President – Client Serving, Business and Product Development
• Responsible for client servicing to all CSAM’s Global Investor clientele, including institutional, sub-advisory and 3rd party retail clients
• Experience in developing and updating Fact Sheets, Performance Cards, Brochures, One-Pagers and other such fund marketing material
• Develop ad hoc client account presentations, educational presentations and other marketing collateral for clientele and prospective clientele
• Respond to RFP/RFI, due diligence/compliance questionnaires and 15(c) contract renewal requests
• Draft, maintain and update responses for RFP/RFI using the RFP Machine and library database using Microsoft Word
• Work closely with internal departments such as Compliance, Legal and Risk Management to ensure consistency and accuracy of RFP/RFI
responses.
• Provide internal wholesaling sales support for CSAM’s 3rd party external wholesalers and field incoming requests from 3rd party retail clientele
• Assist in the implementation Credit Suisse Mutual Funds onto 3rd party retail/broker-dealer platforms.
PERSHING LLC., Jersey City, New Jersey (August 07 – October 07)
Consultant - Product Marketing team
• Managed extensive project lists in support of Product Marketing group's initiatives
• Assisted with the initiation of projects and the creation and execution of marketing campaigns targeted to broker-
dealers, registered representatives, and registered investment advisors
EPOCH INVESTMENT PARTNERS, INC., New York, New York (June 06 – August 07)
Senior Associate - Marketing and Client Service
• Manage online marketing library, including publishing all materials generated by the team, maintaining integrity of consistency, accuracy and
timeliness
• Manage and oversee the submission and necessary regulatory approval of marketing literature and communications for clients and
prospects.
• Preparation of product and investment strategy vehicle overviews and business development letters for existing clientele and new prospects
• Conduct ongoing market research and competitor analysis to identify best practices to leverage the effectiveness of marketing materials
• Provide marketing and sales support to experienced Institutional Sales team and Consultants Relations group.
• Create ad hoc and customized marketing and presentation materials, as needed.
• Complete RFP/RFI, due diligence/ compliance questionnaires and 15(c) contract renewals aiding in client retention and new business
• Responsible for event planning, speaker conferences, webinars, mass mailings, etc. and public relations efforts
• Liaison for Sales team and key internal departments such as Performance, Legal and Compliance teams
UBS FINANCIAL SERVICES, INC., New York, New York (May 06 – June 06)
Consultant – Operations and Shareholder Services
• Temporary assignment to assist back office operations group.
• Work with back office group management to develop ways to effectively and efficiently identify and reconcile proxy over votes.
LORD ABBETT & CO. LLC, Jersey City, New Jersey (April 05-May 06)
Associate - Marketing and Client Service
• Respond to RFP/RFI for the firm’s Mutual Fund and Insurance Annuity products
• Maintain and update responses for client compliance/due diligence questionnaires and 15(c) contract renewal requests for
Insurance Institutional sub-advisory accounts
• Responsible for the planning and coordinating of onsite client compliance/due diligence meetings and the development of related customized
marketing materials and presentations
• Liaison between in house Legal and Compliance counsel and Institutional sub-advisory clientele to ensure accurate and timely
communication of prospectus, SAI updates and mutual fund commentary reporting
• Adhere to client-specific and investment-specific reporting cycles which included producing and updating quarterly reports, fact sheets and
product overviews, etc.
MORROW & CO., INC., New York, New York (Jan 02 – April 05)
Assistant Team Leader – Shareholder Servicing and Proxy Solicitation
• Promoted to Assistant Team leader of one of firm’s key divisions from an Account Executive within a year of being at the firm
• Responsible for the supervision of several account executives in the performance of daily operations in a team setting maintained and
oversaw year round consultation with 50+ clients; communicated with senior officers of public companies on daily basis
• Coordinate the overall effort, designing, writing and distribution of marketing communications to shareholders, which includes annual and
quarterly marketing and proxy related materials, tombstone placements and press releases
Education LICENSED REGISTERED REPRESENTATIVE, Series 7 and Series 63 Representative
MONMOUTH UNIVERSITY, School of Business Administration. BS in Business Management, May 2001,
Major: Business Administration- Concentration: Marketing; Minor: Public Relations. GPA: 3.76
NYU- Public Relations/Financial Writing Course-Fall 2007
* References Available Upon Request
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