ERIC J. WILKINS
Holly Springs,NC
Summary
Research Analyst and Investor Relations Consultant with extensive experience at S&P Global, specializing in investor relations and business development. Achieved $100K in revenue through strategic consulting and improved client engagement. Proficient in qualitative analysis and project management, contributing to increased client retention and revenue growth in competitive environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Research Analyst / Investor Relations
S&P Global / IHS Markit
01.2022 - Current
- Delivered strategic consulting on IR objectives, shareholder engagement, and market trends to Investor Relations Officers and executives.
- Secured approximately $100K in revenue through Activist Surveillance, Targeting, and Perception Studies services.
- Contributed to Industrials team recognized for superior client retention and revenue growth.
- Analyzed stock activity metrics for clients with market capitalizations from $50M to $200B, including peer performance and valuation metrics.
- Oversaw training and mentorship of eight analysts, ensuring adherence to workflows and quality standards.
Analyst - Financial Markets
IHS Markit
01.2020 - 01.2022
- Actively investigating asset management firms not currently included in IHS Markit's buy-side database.
- Communicate directly with industry's top investment professionals to attain investment process and strategy.
- Refine and develop new strategies of data collection, data analysis, and investigative research of the capital markets.
- Selected as a team member for the entity management M&A research project.
- Analyze regulatory filings, prospectuses, industry publications, and other sources for information on asset management firm holdings and investment activities.
Fundraising Associate
Fidelity Charitable
01.2018 - 01.2020
- Point of contact for Financial Advisors, Attorneys, and high net worth donors for the Central U.S. region.
- As a team, brought in $8.1 billion in contributions during 2018, which was 5% above goal.
- Assisted in making Fidelity Charitable become the largest grant maker in the country ($5.2 billion in grants in 2018).
- Sourced complex and/or large charitable planning opportunities (private stock, limited partnership interest, real estate, cryptocurrency, etc.) to the appropriate Fundraising teams.
Investor Relations Associate
PIEDMONT INVESTMENT ADVISORS, LLC
01.2017 - 01.2018
- Worked with relationship managers to achieve new client targets (Endowments, Foundations, state pensions, etc.).
- Within a year, assisted in gaining business from 4 of our top prospects, which increased the firm's revenue by 5%.
- Developed pipeline for targets and prospects and prepared meeting materials/client reviews.
- Created and implemented quarterly touch plan for top prospects.
- Organized and maintained the company's CRM system.
Marketing Adviser
HARBOURVEST PARTNERS, LLC
01.2016 - 01.2017
- Engaged with major third-party consultants throughout the sales process.
- Produced timely and potentially impactful performance details, market trends, forecasts, and account analyses.
- Assisted in raising $4.77 billion for Dover Street IX, L.P., 33% above target.
- Coordinated due diligence questionnaires and RFPs for primary, secondary, and direct co-investment funds.
Business Development Consultant / RFP Analyst
STATE STREET GLOBAL ADVISORS
01.2012 - 01.2016
- Achieved selection for SSGA's Global Sales and Relationship Management Development Program (4 individuals were selected from a 75-associate pool).
- Served on a team with Executive leadership that successfully acquired GE Asset Management for $120 billion.
- Completed Request for Proposals (RFPs) and Request for Information (RFI) for various strategies, CITs, and separately managed accounts.
- Partnered with portfolio specialists on a case-by-case basis to review product narratives and edit content.
REIT Portfolio Associate
AEW CAPITAL MANAGEMENT, L.P.
01.2009 - 01.2012
- Overhauled global allocation model to clearly determine where to allocate funds.
- Managed compliance system and restrictions to ensure that guidelines are being followed according to the IMA.
Mutual Fund Account Controller
STATE STREET CORPORATION
01.2007 - 01.2009
- Industry-leading investment-servicing solutions including mutual fund pricing, valuation, and in-depth reporting.
- Daily accounting, including reconciliation of broker statements and maintenance of portfolio management system.
- Reviewed and advised on corporate action reasonability impacts to funds.
- Researched daily activity of derivatives, capital gains tax, and stock splits.
Education
Bachelor of Science - Business Administration
University of Mary Washington
Fredericksburg, VA05-2007
Skills
- Institutional investments
- Business development
- Investor relations
- Project management
- Qualitative analysis
- Financial data platforms
- Market research and analysis
- Client management and support
- Activist surveillance strategies
Certification
- Chartered Financial Analyst (CFA), Level II Candidate
- Commercial Real Estate Finance, Massachusetts Institute of Technology - Sloan School of Management, 01/01/12
Languages
French
Limited
References
References available upon request.
Timeline
Research Analyst / Investor Relations
S&P Global / IHS Markit
01.2022 - Current
Analyst - Financial Markets
IHS Markit
01.2020 - 01.2022
Fundraising Associate
Fidelity Charitable
01.2018 - 01.2020
Investor Relations Associate
PIEDMONT INVESTMENT ADVISORS, LLC
01.2017 - 01.2018
Marketing Adviser
HARBOURVEST PARTNERS, LLC
01.2016 - 01.2017
Business Development Consultant / RFP Analyst
STATE STREET GLOBAL ADVISORS
01.2012 - 01.2016
REIT Portfolio Associate
AEW CAPITAL MANAGEMENT, L.P.
01.2009 - 01.2012
Mutual Fund Account Controller
STATE STREET CORPORATION
01.2007 - 01.2009
Bachelor of Science - Business Administration
University of Mary Washington