Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Kristen M. Lind

Red Bank,NJ

Summary

Highly motivated portfolio management associate with expertise in financial markets, supporting portfolio managers and traders in executing investment strategies and managing risk. Demonstrates excellent relationship building capabilities and delivers high- level service to clients in the asset management industry.

Overview

7
7
years of professional experience

Work History

Portfolio Management Associate

Pzena Investment Management
09.2021 - Current
  • Collaborate daily with the research team to integrate their insights and recommendations into client portfolios, ensuring alignment with investment strategies.
  • Lead as the primary point of contact for onboarding new client relationships, working closely with internal teams—including client service, legal, research, and trading for seamless integration.
  • Construct custom client portfolios tailored to specific ESG and other investment restrictions, ensuring alignment with client values and objectives while optimizing portfolio performance.
  • Achieve client satisfaction by responding to all inquiries with accuracy, attention to detail, and a sense of urgency, ensuring prompt and effective resolutions.
  • Create foreign and domestic equity trade instructions for all portfolios in a thoughtful manner while adhering to firm and client directed guidelines.




Portfolio Specialist

Brown Brothers Harriman
08.2019 - 09.2021
  • Scaled a turnkey centralized portfolio platform from 30 accounts to 600 accounts, reducing daily work for the front office, keeping accounts closer to their investment policy standard.
  • Liaised with Relationship Managers by creating and presenting investment proposals based on clients' current and future needs.
  • Managed cash flows by executing processes to raise cash for private investment capital calls, client needs, and recurring distributions.

ETF Administration Analyst

Vanguard
04.2019 - 08.2019
  • Valued ETF baskets daily and collaborated with front office to ensure accurate valuations.
  • Oversaw stewardship of data used to value ETF baskets while analyzing and projecting for corporate actions and accrued income data.
  • Revised and update Service Level Documents with external service providers to tighten controls and strengthen agreements.

ETF Administration Associate

Vanguard
08.2018 - 03.2019
  • Enhanced the ownership of exposure calculations by creating process maps to illustrate the lifecycle of international equity and fixed income ETF orders.
  • Leveraged business partners to develop and establish Extended Settlement process for International Equity Custom Create orders to compete with market requests.
  • Represented team and engaged in on-site meetings with Service Providers, Capital Markets, Settlements and additional teams.

Education

Bachelor of Arts - Economics

Rutgers, The State University of New Jersey
New Brunswick, NJ
2018

Skills

  • Microsoft Excel, Access, Powerpoint, Word
  • DTCC, Alert, Charles River Developer, InData
  • FactSet and Bloomberg
  • Rimes Technologies Matrix
  • InvestCloud, Fiserv, Envestnet platforms
  • Project Management

Affiliations

  • Rock the Street, Wall Street
  • Delta Gamma Fraternity
  • The International Economics Honor Society, Omnicron Delta Epsilon

Timeline

Portfolio Management Associate

Pzena Investment Management
09.2021 - Current

Portfolio Specialist

Brown Brothers Harriman
08.2019 - 09.2021

ETF Administration Analyst

Vanguard
04.2019 - 08.2019

ETF Administration Associate

Vanguard
08.2018 - 03.2019

Bachelor of Arts - Economics

Rutgers, The State University of New Jersey

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Kristen M. Lind