Nadia Paselsky
Longboat Key
Summary
Dynamic sales leader with a proven track record at International Value Advisers, LLC, excelling in building trust with sophisticated investment decision makers and driving institutional investment growth. Expert in cross-functional collaboration and project management with strong communication and problem-solving abilities.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Director of Institutional Sales
International Value Advisers, LLC
New York, NY
03.2008 - 03.2021
- Spearheaded ambitious marketing and sales efforts to identify and close institutional investment opportunities
- Managed the RFP process and participated in finals presentations to generate new business
- Built an extensive network by cultivating and maintaining strong long-term relationships with global institutional clients including large pension plans, university endowments, foundations, consultants and family offices totaling over $5 billion in AUM
- Coordinated and led client/prospect presentations and meetings to identify client needs and to effectively communicate portfolio strategies, positioning, manager insights and performance
- Collaborated with cross-functional teams for onboarding new clients and handling specific client requests and issues
- Supported the marketing team in the development and preparation of pitch books, fact sheets, presentations and client communications
Vice President
First Eagle Investment Management
New York, NY
04.1997 - 03.2008
- Managed the client service team which supported the firm's institutional sales effort
- Supervised the RFP process to ensure the quality, completeness and timeliness of responding to proposals for new business
- Assisted the marketing and sales teams in the development of product presentations, fact sheets and identifying appropriate marketing peer groups and benchmarks
- Managed the daily, monthly and quarterly performance reporting for all investment management products including mutual funds, SMAs, offshore funds and limited partnerships
- Acquired and implemented FactSet Research Systems as the primary tool for performance attribution, style and risk analysis
- Ensured firm-wide compliance with AIMR's Performance Presentation Standards and led the effort for AIMR Verification
Education
MBA - Marketing
The Ohio State University
Columbus, Ohio, OHBachelor of Science - Accounting
The Ohio State University
Columbus, Ohio, OHSkills
- Building Meaningful Long-Term Relationships
- Excellent Verbal and Written Communication
- Cross-Functional Collaboration
- Strong Project Management Skills
- Result-Driven and Goal-Oriented
- Analytical Thinking
Certification
Series 7, 63
Timeline
Director of Institutional Sales
International Value Advisers, LLC
03.2008 - 03.2021
Vice President
First Eagle Investment Management
04.1997 - 03.2008
MBA - Marketing
The Ohio State University
Bachelor of Science - Accounting
The Ohio State University