Teams at Artisan Partners

Perform daily investment valuation, security pricing, fair value analysis, price exception resolution, liquidity reviews, and valuation monitoring. Review NAV calculations, financial and regulatory reports, reconciliations, treasury activities, expenses, and audit inquiries. Oversee pricing vendors, fund administrators, custodians, and other service providers while maintaining controls, documentation, workflows, and quarterly board materials.

Manage the client experience from onboarding through the full lifecycle, including renewals, relationship development, strategic reviews, engagement monitoring, retention planning, and account documentation. Partner with business, investment, distribution, marketing, and operations teams on client needs, sales enablement, outreach, and business development. Use CRM systems, analytics, and digital platforms to identify risks, opportunities, and ways to improve client value and retention.

Manage the client experience from onboarding through the full lifecycle, including renewals, relationship development, strategic reviews, engagement monitoring, retention planning, and account documentation. Partner with business, investment, distribution, marketing, and operations teams on client needs, sales enablement, outreach, and business development. Use CRM systems, analytics, and digital platforms to identify risks, understand engagement, and support expanded client solutions.