Stian Andersen

Senior business development and investor relations executive with track record of strategic planning and raising capital for investment management firms particularly in alternative but also traditional asset classes. Passionate about improving outcomes. Skilled at analyzing and screening opportunities resulting in achieving operational objectives and revenue growth. Extensive experience in relationship building through a strong stakeholder management, positioning and executing due diligence processes resulting in effectively implementing appropriate solutions. 

PROFESSIONAL EXPERIENCE 

Westfield Partners Ltd. | 2021-present

Vice President, Institutional Sales, Western Canada

Responsible for institutional sales promoting 8 investment strategies including absolute return, private and real assets to corporate clients in Western Canada including pensions, endowments and foundations, insurance companies, benefit pools and trusts as well as some larger HNW groups and platforms. 

Sun Life Capital Management (Canada) Inc. | 2017 – 2020 

Managing Director Business Development, Western Canada

Successfully marketed multiple solutions including alternatives, private fixed income, real estate debt and equity, infrastructure, public bonds, securitized assets, and liability driven investments to drive new business for SLC. 

Partnered with institutional investors and consultants implementing $800M new investment mandates for Sun Life Capital (SLC) an increase of $3.2M in new revenue for firm. 

Responsible for institutional sales promoting Sun Life Capital Management’s investment solutions to institutional investors in Western Canada. 

Increased market awareness and presence of SLC solutions through targeted marketing plan. 

Sun Life Global Investments | 2016 – 2017

Director, Institutional Business Development and Client Relationships, Western Canada

Responsible for protecting client assets in region and new business development. 

Developed and built new relationships with existing clients and consultant partners within the defined contribution pension plans market, protecting and growing net client assets by 10% in the West. Co-lead implementation of the new CRM system, Salesforce. 

Grew AUM $100M+ by successful promotion and marketing of target date funds, target risk funds, multi strategy and absolute return funds, active equity and fixed income mandates.

Manulife Asset Management (formerly Standard Life Investments) | 2007 – 2016

Director, Institutional Investments, Western Canada | 2015 – 2016

Director, Business Development | 2010 – 2015

Completed company research and business analysis, demonstrating insight with prospects leading to progress in the sales process. Provided innovative, customized solutions to address complex individual investment challenges.

Capital raising and marketing Manulife Asset management institutional solutions to pension plans, endowment and foundations, insurance companies and municipalities. 

Partnered with investors on implementing a range of investment mandates including alternatives and traditional asset classes. 

Consulted with institutional investors and provided advice to manage risks and invest assets, which resulted in $300M in new pooled fund sales.

Coordinator, National and Institutional Accounts | 2007 – 2010

Sales support for Head of institutional sales, Canada and Head of national accounts, Retail sales 

Conducted AUM and pension analysis, funds and company research, sales presentation construction and review. Created service and prospecting protocol, targeted prospecting lists, excel client reporting and sales monitoring.

EDUCATION & PROFESSIONAL DEVELOPMENT 

Chartered Investment Manager (CIM®), 2011

Canadian Securities course (CSC), 2009

Master of Arts – International Business, University of Edinburgh, United Kingdom, 2006 

Bachelor with Honours Degree

Foreign Exchange, University of Alberta, Edmonton, Canada, 2004