I am responsible for supporting the consultant relations team in assisting in the large volume of consultant inquiries relating to new and existing business. I work closely with internal groups, legal/compliance, and parent company, Natixis, to gather information requested by the consultant team. I also complete quarterly RFIs and questionnaires as well as create customized data breakouts to meet the specific needs requested by the consultants. I continually and proactively streamline and improve processes and procedures.

I managed a team of individuals who are responsible for the reconciliation of institutional accounts, oversee distribution and accuracy of client reports, head of the SSAE 16 audit process, improve the automation and development of technology, work alongside client service and custodian banks, and monitor portfolio account and reporting systems.

I was the team lead in reconciling institutional accounts, performance reporting, generating composite information, supporting sales department, creating presentations for clients, and project management.

I reconciled cash and positions for institutional clients including McDonnell Investments largest client. I also calculated performance, generate composite information, support sales department, create presentations for clients, and lead management projects.

I reconciled cash and positions for all separately managed accounts, formatted incoming data to process with Recon, updated security information in the accounting system, and resolved issues concerning trade errors and accounts with a negative balance.

I maintained account records and wired all incoming revenue into the company. I also researched the housing market trends of first time home buyers and developed an internet marketing strategy for the PreferredProgram®.