Melanie Teo
- Role
- Consultant Relations - Executive Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Melanie Teo
CFA charterholder. Member of CFA Institute and New York Society of Security…
Experience
Consultant Relations - Executive Director
Jan 2017 — Present
Manage the Mercer and Aon Hewitt relationships across North America, as well as a territory of Tier I, II and regional consulting firms headquartered in the Midwest U.S. and Canada • Develop and execute business plans focused on consultant needs, engaging with manager research to drive ratings across MSIM’s platform, and translating into new business opportunities with field consultants and outsourced CIO teams • Represent MSIM as a generalist with broad knowledge of the firm’s capabilities, including more than 60 equity, fixed income, global multi-asset, real asset and alternative strategies totaling $447 billion in assets under management • Maintain a variety of touch points with the consultant community by organizing roadshows with investment teams, one-on-one relationship building meetings, and attending industry conferences, traveling on average 50% of the week • Cultivate strong relationships with investment teams by ensuring visibility with consultants, and updating them on market activity and consultant trends
Skills
- Microsoft Excel
- Competitive Analysis
- Defined Contribution
- Investment Banking
- Asset Managment
- Institutional Investments
- Investment Advisory Services
- Asset Management
- Mutual Funds
- Microsoft Word
- Securities
- Investments
- Equities
- Asset Allocation
- Investment Management
- Defined Benefit
- Investment Strategies
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