Priscilla Levy

• Serve as the key point of contact for inquiries and service requests across 100+ institutional clients and 350+ retail client accounts, representing $30 billion in firm AUM • Deliver monthly and quarterly reporting packages with customized analytics and commentary, aligning reporting with client strategies to support investment decisions • Manage client onboarding and execute client transactions to ensure compliance with regulatory requirements and firm policies while collaborating with internal and external stakeholders to resolve account processing, reporting, and documentation issues • Build and strengthen relationships with clients and advisors through proactive service and responsive communication, handling all interactions with professionalism and efficiency • Utilize Salesforce and SS&C systems to manage client relationships, analyze investment data, and ensure accurate reporting and account administration

•Served as the subject matter expert for indices, overseeing index launches, product changes, and addressing discrepancies •Led biweekly cross-functional meetings to transition the department to FactSet B-One’s new fund return calculation system; facilitate communication between IT, vendors, and internal teams to ensure smooth implementation •Collaborated with the Legal team to implement the new SEC Tailored Shareholder Reporting rule, ensuring compliance and effective communication of regulatory changes •Acted as the primary contact for Board Reports and Director of Investment Board (DIB) Reports, ensuring timely and accurate publication while liaising with compliance teams to meet reporting requirements •Spearheaded the launch of the team’s SharePoint pages, streamlining access to key information, improving team collaboration, and enhancing decision tracking

•Coordinated Chapter administrative functions •Reviewed the Chapter’s bylaws and lead the bylaws addendum review process to make internal rules more inclusive

•Coordinated updating of PowerPoint presentations to include relevant investment process descriptions, market trends, and company strategies •Conducted market research and composed CIMs and teasers to attract buyers

•Crafted introduction letters to potential clients; entered client and prospect information into Salesforce •Mastered Salesforce tools to attract and attain new clients; presented findings to top management

•Worked with a small team to develop client relations and process retail credit •Analyzed credit reports and made collection calls per national laws and company guidelines