Michael Macias

• RFP/RFI writer for an institutional investment advisor with assets of $199 billion specializing in fixed income and equity strategies for financial institutions, pension plans, endowments/foundations, and high net worth individuals • Actively communicate the fundamentals of more than 20 investment strategies to current and prospective clients and consultants through the RFP/RFI process by gathering all necessary data, preparing and distributing draft copies, addressing open items/questions, and reviewing

• Responsible for all aspects of completing Requests for Proposal’s, including winning a fixed income mandate for $75 million • Coordinate with compliance, administration, operations, and research for marketing material • Ensure submitted proposals accurately respond to each question and content requirements of the client • Maintain and distribute performance reports for relationship managers and clients

• Interacted with clients personal and financial data for review, accuracy, and suitability • Assisted in conducting fundamental market research, examining sectors and industries and their impact worldwide • Support management with financial analysis of independent equities with strategic decision making and management, as well as execute block trades in excess of $100,000

• Developed and operated a $100,000 budget, as well as project management and budgeting for 5 groups, consisting of over 1500 individuals • Directed the orientation, coaching, management and evaluation of over 40 volunteers • Developed and implemented a continually successful strategy for the Partner with Youth Campaign while working with collaborative partners including staff, volunteers, and businesses and community leaders

Minor: International Relations