Karen Boyne
Senior Vice President, Institutional Client Service Advisor
- Role
- Senior Vice President, Institutional Client Service Advisor at Neuberger
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Karen Boyne
Financial services professional skilled in client relationship management working with…
Experience
Senior Vice President, Institutional Client Service Advisor
Jul 2007 — Present · Chicago, IL, US
Serve as relationship manager and liaison between institutional clients and internal teams including portfolio specialists, portfolio managers, consultant relations, compliance, legal, risk, performance, data management, accounting, finance, marketing and reporting. • Lead and manage all aspects relating to servicing the assigned client base, including: implementing standards relating to portfolio reviews, reporting, due diligence meetings and client communications; directing the client meeting process from driving content and selecting participants to conducting the meeting; owning ultimate responsibility for client communications; ensuring quality and accuracy of client reports. • Guide the client on-boarding process by defining the client mandate, investment benchmarks, guidelines and servicing requirements.
Skills
- Equities
- Bloomberg
- Data Analysis
- Alternative Investments
- Finance
- Investments
- Hedge Funds
- Fixed Income
- Asset Management
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