Private Client Intern
• Supported the Montreal based wealth advisors who collectively manage $1B+ dollars in assets under management across 350+ families.• Developed a strong understanding of operating systems that underpin compliance, trading, and onboarding functions.• Proactively created a tracking tool to optimize notable inefficiencies to assist the team complete 50+ Know Your Client (KYC) tasks and rectify 75+ delinquent files.• Broadened my knowledge of macroeconomic trends, portfolio construction, and financial strategies, by engaging with wealth advisors and participating in internal quarter-end meetings.