Candace Bradley
Austin
Summary
Investment professional with proven track record in business development, investment consulting and portfolio management. Currently driving growth for Mercer's OCIO platform, leveraging expertise in project management, pricing strategy and regulatory frameworks. Successfully contributed to high-value deals and supported senior investment professionals in decision-making processes. Proven ability to build cross-functional partnerships, develop scalable programs, and deliver measurable outcomes in fast-paced, client-focused environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Associate
Mercer
02.2022 - Current
- Lead strategic initiatives and operational processes for Mercer’s wealth division, fostering cross-functional collaboration across portfolio management, operations, product teams and sales.
- Spearhead the development and implementation of new strategic initiatives, enhancing operational efficiency and aligning with business goals.
- Facilitate strategic discussions within Mercer’s defined contribution investment committee, driving decisions on investment manager transitions and optimizing pricing efficiencies within client portfolios.
- Lead Mercer’s investment referral programs, establishing KPI’s, crafting compelling content, providing ongoing training while delivering performance reports to senior leadership to optimize partnerships.
- Develop and execute comprehensive sales enablement strategies including RFP response, sales kick-off events, playbook creation, team assembly, and pricing strategies to optimize deal success.
- Analyze market trends and business performance metrics, offering data-driven recommendations that inform strategic decisions and drive growth.
- Present strategic insights to C-level executives, leveraging data storytelling to drive organizational success.
Associate
PIMCO
08.2020 - 02.2022
- Presented complex financial concepts, including the firm’s evolving economic outlook and capital market assumptions to investment professionals, enhancing their understanding of key investment strategies.
- Drove business development efforts and strengthened existing relationships through a consultative approach, leveraging expertise in fixed income to meet client needs.
- Played a key role in product launches and IPO’s, contributing to two highly successful raises during tenure.
- Analyzed portfolio characteristics within broader investment themes, providing tailored solutions from PIMCO’s diverse range of strategies.
- Maintained a comprehensive understanding of PIMCO’s investment strategies, enabling effective communication of insights and recommendations to clients.
- Conducted risk evaluations, attribution research and scenario analysis to inform investment decisions and optimize portfolio performance.
Senior Institutional Consultant
TIAA
07.2018 - 08.2020
- Delivered a comprehensive suite of consulting services to both existing and prospective institutional clients, enhancing client satisfaction and retention.
- Cross-promoted TIAA’s diverse range of products and services, driving client engagement and expanding market reach.
- Collaborated with internal teams to accurately interpret complex regulations and unique client situations, delivering tailored financial solutions to plan participants.
- Mentored new consultants and supported ongoing training initiatives, developing training material that helped improve team performance and knowledge retention.
- Identified and led continuous improvement projects, enhancing operational efficiencies.
Financial Consultant
TIAA
05.2017 - 07.2018
- Delivered a comprehensive suite of consulting services to both existing and prospective institutional clients, enhancing client satisfaction and retention.
- Cross-promoted TIAA’s diverse range of products and services, driving client engagement and expanding market reach.
- Collaborated with internal teams to accurately interpret complex regulations and unique client situations, delivering tailored financial solutions to plan participants.
- Mentored new consultants and supported ongoing training initiatives, developing training material that helped improve team performance and knowledge retention.
- Identified and led continuous improvement projects, enhancing operational efficiencies.
Sales Consultant
Redefy Real Estate
11.2016 - 05.2017
- Drove business development efforts to expand the real estate startup’s presence across multiple markets.
- Acted as primary point of contact for clients and franchisees, guiding them through all phases of the home buying and selling process.
- Led market expansion efforts by identifying high-potential new markets and strengthening client acquisition within existing markets to drive firm growth.
Account Manager
Freight All Kinds
06.2016 - 11.2016
- Cultivated and sustained strong relationships with shippers and carriers to drive business growth.
- Negotiated competitive rates with customers and carriers, securing freight contracts and optimizing cost-effective solutions.
- Oversee the complete freight cycle, ensuring seamless operations and exceptional client satisfaction.
- Stay informed on market trends and transportation regulations to maintain a competitive edge and compliance.
Education
Bachelors - Economics
Florida State University
06-2016
Bachelors - International Affairs
Florida State University
06-2016
Skills
- Business Development
- Sales Enablement
- Investment Consulting
- Investment Management
- Due Diligence
- Go-To-Market Strategy
- Real Estate Investment
- Fixed Income
- Business Operations
- Data Visualization
- Startup Strategy
- Monetization Coaching
Certification
FINRA Series 6
FINRA Series 7
FINRA Series 63
Timeline
Investment Associate
Mercer
02.2022 - Current
Associate
PIMCO
08.2020 - 02.2022
Senior Institutional Consultant
TIAA
07.2018 - 08.2020
Financial Consultant
TIAA
05.2017 - 07.2018
Sales Consultant
Redefy Real Estate
11.2016 - 05.2017
Account Manager
Freight All Kinds
06.2016 - 11.2016
Bachelors - Economics
Florida State University
Bachelors - International Affairs
Florida State University
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