Alexander Steiner, Cfa Email & Phone Number

New York, New York, United States

New York, New York, United States

* Successfully directed the interdepartmental development of processes and controls to accomodate the onboarding of approximately $12bn of global equity.* Coordinate global trading to match the character of daily flows and minimize tracking error.* Manage daily ETF unit activity and construct tax efficient custom baskets.* Monitor and elect corporate actions in a manner consistent or predictive of index treatment.* Developed a tax management algorithm to provide increased pre-trade analysis and direct custom basket creation to improve after-tax returns.

Morristown, New Jersey, United States

-Regularly performed due diligence on outside managers and make recommendations on whether to keep, add, or avoid.-Conducted asset class research on fixed income and equity.-Constructed and rebalanced portfolios on a regular basis according to the client's risk tolerance-Executed equity, mutual fund, and fixed income trades.-Managed the firm’s portfolio rebalancing software for investment changes-Subject matter expert on cryptocurrencies.-Member of the Investment Committee, Risk Management Committee, and Trade Oversight Committee.

Summit, New Jersey, United States

-Executed equity and bond trades.-Prepare account paperwork and handle account funding.-Voted proxies on various issues.-Developed VBA spreadsheets to improve efficiencies in trading, paperwork preparation, and client portfolio presentations.