Professional Summary
Professional Overview
Jerry Macdonald is an experienced institutional business development and consultant relations professional with a proven track record of success in the investment management industry. As the Institutional Business Development and Head of Global Consultant Relations at Causeway Capital Management, he leverages his deep understanding of the institutional client landscape to drive strategic business initiatives and cultivate long-term, value-add relationships with key industry consultants.
Experience Summary
Current Role
In his current role at Causeway Capital Management, Jerry is responsible for leading the firm's institutional business development efforts and managing global consultant relations. He works closely with the firm's portfolio management and client service teams to identify and pursue new business opportunities, while also nurturing existing client relationships and securing consultant endorsements. Under his leadership, Causeway has expanded its institutional client base and solidified its reputation as a trusted partner among leading investment consultants.
Career Progression
Prior to his current role, Jerry held several senior sales and client relations positions within the investment management industry. As the Director of National Accounts and Consultant Relations at Causeway, he was instrumental in building the firm's consultant-driven business and cultivating strong relationships with key industry influencers. Earlier in his career, he served as the Director of Institutional Sales at Causeway, the Vice President of Sales for the Investment Management division at Brown Brothers Harriman, and the Director of Sales for the Investment Management Outsourcing Services at SEI. His diverse experience has equipped him with a deep understanding of the institutional landscape and the ability to effectively navigate complex client and consultant relationships.
Academic Background
Jerry holds a Bachelor of Arts degree from the University of Pennsylvania, where he majored in Economics and developed a strong foundation in quantitative analysis and financial markets.
Areas of Expertise
- Institutional business development and client acquisition
- Consultant relations and influencer management
- Strategic partnership and alliance building
- Investment product positioning and marketing
- Quantitative and qualitative investment analysis
- Team leadership and talent development
Professional Impact
Throughout his career, Jerry has demonstrated a talent for driving business growth and fostering strong, lasting relationships with institutional clients and industry consultants. Under his leadership, Causeway has consistently been recognized as a top-performing investment manager, earning numerous industry accolades and consultant endorsements. Jerry's ability to translate complex investment strategies into compelling value propositions has been instrumental in securing new business from some of the world's largest institutional investors.
Conclusion
With over two decades of experience in the investment management industry, Jerry Macdonald has established himself as a highly respected and influential figure in the institutional space. His deep expertise, strategic vision, and commitment to delivering exceptional client service have been instrumental in driving Causeway's continued success and positioning the firm as a trusted partner to institutional investors and consultants worldwide.
