Paulius Pupininkas

Investment Product Maintenance & Development:

• Manage and update investment product pages, ensuring accuracy, regulatory compliance, and timely market updates.
• Collaborate with marketing, legal, and compliance teams to ensure product descriptions, fund performance data, and risk disclosures are current and accessible.
• Review product performance regularly, implementing improvements to meet market needs.
• Stay updated on financial sanctions, making necessary changes to products and ensuring compliance in communications.

Stakeholder Engagement & Inquiries:

• Act as the main point of contact for stakeholders, addressing queries about investment products, strategies, and market trends.
• Provide regular performance reports to clients, senior management, and sales teams.
• Work with cross-functional teams, including legal, compliance, and finance, to resolve inquiries and maintain product integrity.

Market Research & Competitor Analysis:

• Conduct market research on industry trends, competitive products, and regulatory changes to inform product strategies.
• Provide insights and recommendations for continuous portfolio improvement.

Product Strategy & Lifecycle Management:

• Manage the full product lifecycle, from develo
• pment to launch and optimization.
• Collaborate with portfolio managers to enhance product features, pricing, and investment strategies.
• Monitor key performance indicators (KPIs) to ensure product alignment with business goals.

Training & Knowledge Sharing:

• Lead training sessions for sales, marketing, and customer service teams to deepen product understanding.
• Maintain and update product documentation, FAQs, and training materials to support sales and client comprehension.

Client-Focused Product Enhancements:

• Lead initiatives to gather and analyze customer feedback to identify opportunities for product innovation.
• Collaborate with tech and digital teams to enhance user experience on investment platforms, ensuring easy access to product information and reports.

• Expertise in managing income collection, reconciliation, and distribution processes
• Proficient in handling dividend payments, interest income, and other investment-related income streams
• In-depth knowledge of proxy voting procedures, corporate governance principles, and shareholder engagement
• Experience in researching and making informed voting decisions on behalf of clients
• Strong understanding of financial regulations, including relevant laws, industry standards, and compliance frameworks
• Proven ability to streamline and enhance income administration and proxy voting processes, resulting in increased efficiency and accuracy
• Effective leader with a track record of managing and mentoring teams for peak performance
• Skilled in building and maintaining relationships with clients, investment managers, custodians, and other stakeholders
• Proficient in analyzing financial data, market trends, and voting issues to make informed decisions and recommendations
• Proficient in SWIFT message formats and protocols, facilitating secure and standardized communication for financial transactions
• In-depth knowledge of tax regulations and compliance
• Ensures all income administration activities align with tax requirements, optimizing tax efficiency.

• Led income administration efforts, ensuring precision in income collection, reconciliation, and distribution processes
• Managed dividend payments, interest income, and corporate actions
• In-depth knowledge of tax regulations and compliance
• Ensures all income administration activities align with tax requirements, optimizing tax efficiency
• Maintained strict compliance with financial regulations and industry standards
• Collaborated with legal and compliance teams to ensure adherence to all relevant laws.

• Developed and implemented effective online sales strategies to drive revenue growth
• Identified and targeted potential clients through online research and lead generation techniques
• Regularly analyzed sales data and market trends to identify opportunities for improvement
• Fostered long-term relationships with clients, ensuring high levels of client satisfaction and retention.

• Coordinated and oversaw all aspects of logistics, including order processing, inventory management, and transportation
• Managed the procurement and maintenance of inventory levels to meet customer demand
• Collaborated with vendors and suppliers to ensure timely and cost-effective deliveries
• Utilized logistics software to track shipments, monitor inventory levels, and optimize warehouse operations.

• Managed and coordinated all export operations, including documentation, shipment scheduling, and customs clearance
• Prepared and reviewed export documentation, including invoices, bills of lading, and export licenses, to ensure compliance with international regulations
• Collaborated with freight forwarders, carriers, and customs brokers to facilitate the movement of goods
• Monitored the progress of shipments and provided customers with real-time updates on their orders
• Evaluated and mitigated potential risks related to international trade, such as customs delays or trade restrictions.