Mary-Kate Fox

Associate, U s Distribution @Fiera Capital

Boston, MA, US

As a key member of the RFP team at Fiera Capital, I specialize in creating tailored, client-focused responses to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). My role is pivotal in enhancing our firm’s growth across diverse asset classes and investment platforms.Key Responsibilities:Product Knowledge: Develop and maintain an in-depth understanding of our firm’s offerings and investment capabilities to effectively meet the varying needs of clients, consultants, and prospects.Client Lifecycle Management: Navigate the full client lifecycle, from marketing and prospecting to sales, onboarding, and ongoing service, ensuring a seamless experience for all stakeholders.Research & Analysis: Conduct thorough due diligence research on sales prospects and market trends, leveraging tools like Salesforce, FactSet, and LinkedIn to inform our strategies.Collaboration: Partner with internal teams, including Sales, Portfolio Managers, and Compliance, to enhance our distribution efforts and streamline processes.Communication: Prepare compelling presentation materials and customized RFP responses, maintaining high standards of clarity and precision.

Université Côte d'Azur

French Language and Literature

University of Maryland

Bachelor's degree, International Business

Milton High School

High School Diploma

University of Maryland

Bachelor's degree, French Language and Literature