Anna Marini-White
Client Reporting Analyst @Insight Investment
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WORK HISTORY
Client Reporting Analyst @Insight Investment
New York, NY, US
Recruited to the firm to produce and distribute client reports and client meeting presentations. Owned by BNY Mellon, Insight Investment is an autonomous asset manager with over $850B in global AUM. Managed the delivery of client support materials, including portfolio reviews, portfolio and market commentaries and ad hoc reports Responsible for providing additional support in both the bespoke and standard client reporting processes Identified and recommended workflow improvements to increase effectiveness
EDUCATION
Saint Joseph's University - Erivan K. Haub School of Business
BS
SKILLS
ABOUT ANNA MARINI-WHITE
Institutional Marketing, Sales & Client Support Professional—Financial Services. GE-trained, client-facing professional with consistent, top-ranking record of achievement in a large registered investment advisory firm with over $2.4 trillion in assets. Exceptional technical aptitude and industry knowledge. Full Institutional client support lifecycle experience from client on-boarding to portfolio reviews. Key member of teams delivering revenue growth, 53% cycle time reduction, and the design and implementation of new trading platforms. Six Sigma Green Belt. Languages: English, Spanish, Italian B.S. Saint Joseph’s University, Haub School of Business Product Management, Trade Support, Sales/MarketingInvestor Relations, Request for Proposals, Sales Presentations, Client On-Boarding Trade Execution, Client ReportingFixed Income Securities, Short- Term Securities Six Sigma, Process Improvement Bloomberg, Salesforce.com
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