Antonia Cavalier

Experience

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  Fidelity Investments

  Jun 2000 - May 2006

  I worked with DB Pension Schemes in the UK, Europe and Middle East. I then managed a small team working with DC Pension Schemes. Working with some investment banks and pension funds based in South Africa, Chile, the Middle East and Offshore Meditterranean who were invested in offshore retail products. Working with retail clients complaints, problems and press and regulatory issues.

  • Assistant Manager, Institutional Support Services

    Dec 2004 - May 2006

  • Client Relationship Manager, International Business Development

    May 2002 - Dec 2004

  • Customer Relations Executive

    Jun 2000 - May 2002
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  MFS Investment Management

  May 2006 - Mar 2010

  Institutional Client Service Associate

  My role consisted of working with Institutional clients to ensure that they have all the information that they require and that any issue is resolved quickly. In addition, I liaised with all parties involved in the transition of segregated and pooled assets to ensure that new accounts are transitioned smoothly. The transition process involved working closely with internal parties such as Legal, Compliance and Trading to facilitate the transition. My accounts were spread over many locations from the Middle East, Far East and Europe and are invested in pooled funds and segregated accounts, which also ensures that she has exposure to different investment strategies. I oversaw all reports that got sent to clients to verify that they are correct and received in a timely manner. I was also closely involved in monitoring the calculation of management and performance based fees and worked on internal projects from testing and training on new systems, to implementing a library of communications as a resource for the client service and relationship management teams. Show less

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  Hewitt Risk Management Services Limited

  Apr 2010 - Mar 2012

  Client Service Manager

  I work with UK pension schemes to facilitate their transition into the new fiduciary strategy and to provide a day-to-day contact for any queries. I work closely with the Legal and Sales team once a client agreed to come on board to put together the legal documentation. In addition, due to the complexity of the DCS strategy, I liaise with investment consultants to put together all the transitional documentation both for transfers out of previous managers. During this process I meet with clients to take them through the steps and documentation to ensure that they were continually updated as to the progress. Once client transitioned into DCS, I am the key point of contact for all day to day queries and acted as a liaison with the various internal contacts to resolve any issues. I also manage the cashflows between the different aspects of the strategies, which involved moving monies between custody accounts, subscribing to pooled fund units and instructing underlying managers covering Equity Funds, Hedge Funds, and Property Funds amongst others. I regularly liaise with the custodian, JP Morgan, to resolve any issues that arose promptly. In addition, I also designed and implemented Quarterly Reports for clients on an interim basis until the in-house systems could produce reporting where the focus was on solvency management rather than standard performance. I manually put these together each quarter collating information from various sources. I work with all other parts of the such as Compliance, Risk, Portfolio Management and Operational Monitoring teams to move the business forward in new endeavours. Show less

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  CCLA Investment Management

  Mar 2012 - now

  I work with not-for-profit clients looking for an effective investment solution. This includes pitching for business, working with faith groups and charities to develop their investment policies, and maintaining strong working relationships. I also present at company investment seminars and industry-specific webinars. My role is to be the first point of contact for an allotted list of clients and build the relationship going forward. I work with them to ensure that their monies are placed in suitable investments and provide advice as to their asset allocation when needed. I also present to potential clients and attend external events on behalf of CCLA.

  • Client Investment Director

    Mar 2020 - now

  • Client Relationship Manager

    Mar 2012 - Mar 2020