1. A L E X A N D R A G . F E R R A N T I
4 C y r i l D r i v e H u n t i n g t o n N e w Y o r k , 1 1 7 4 3 5 1 6 - 5 7 8 - 1 7 7 6 a g f e r r a n t i @ y a h o o . c o m
PROFILE
Financial Services professional possessing well-rounded experience with both client services and asset management teams. Skills
include all aspects of mutual fund administration, marketing, reporting and analysis.
EXPERIENCE
Guggenheim Partners, LLC, New York, NY (February 2013 – June 2016)
Senior Associate
 Product Marketing Manager: Alternative Domestic Product Suite
 Messaging / Branding – Develop, write, and communicate positioning and messaging for product lines. Differentiate
product highlights, strengths and values for the market and provide technical product focus for promotion initiatives and
sales. Facilitate process to name new products and implement communication
 Quality Control – Integrate messaging and ensure consistency across all marketing media through routine quality control
processes – including quarterly reviews of content touch points – and harmonizing messages with other marketing activities
and corporate brand objectives
 Sales Enablement – Communicate the value proposition and strengths of the products to the sales teams, provide insight on
current collateral / messaging and the use-case scenario, and develop / refine the tools that support the selling process by
continually soliciting feedback and guidance from our sales partners
 Demand Generation – Develop focus, messaging, and targeting for outbound product programs while working with the
distribution sales and channel marketers to drive demand for the products
 Technical Content – Create and refine product technical content for websites and marketing collateral, such as fact sheets,
commentaries, product profiles, pitchbooks, and FAQ’s
 Investor Relations / Marketing & Fundraising: Support Director of Investor Relations in all aspects of fundraising
 Developed all standard marketing material for fundraising an Energy Infrastructure fund
 Identified prospective investors, such as public and private pension funds, foundations and endowments, and sovereign
wealth funds to source potential
 Coordinate outreach to prospective investors and organize meetings with senior investment team
 Utilize Salesforce to maintain database of prospects with detailed tracking information
David Lerner Associates, Syosset, NY (June 2009 – February 2013)
Fund Administrator
 Fund Administration: Managed all duties related to the functioning and operation of a family of mutual funds
 Developed and maintained analytical reports on fund holdings and statistics
 Prepared materials and present fund information and activity to board of directors
 Facilitated relationship between mutual funds and third party administrator
 Marketing: Coordinated both internal and external marketing initiatives for mutual funds
 Prepared content and data for pitchbooks, website and quarterly fact sheets
 Wrote commentary for semi annual and annual shareholder letters
 Traveled to branch locations to give fund presentations to sales force
 Oversaw the design of marketing material including presentations, press releases, brochures and investor letters
Ore Hill Partners LLC, New York, NY (December 2007 – February 2009)
Investor Relations / Marketing Associate
 Investor Relations
 Processed subscriptions, redemptions and transfers
 Worked with third party administrator to process all transactions and maintain investor accounts
 Ensured accurate and timely communication of performance figures and information to investors
 Responded promptly to ad hoc investor inquires
 Maintained website for client access in addition to occasional changes to structure and design
 Marketing
 Updated and maintained marketing materials for both content and design
 Supported Sales / Marketing team by coordinating investor meetings and calls
 Completed requests for proposals (RFPs)
Merrill Lynch & Co., New York, NY (October 2006 – December 2007)
Human Resources Assistant
EDUCATION
Northeastern University, Boston, MA
 Bachelor of Science: Business Administration  Concentration: Human Resource Management & Marketing
SKILLS
 Salesforce  Municenter  Bloomberg  Microsoft Office