• Sets-up rebalancing groups, assigns appropriate allocation model and account type, applies account-specific security restrictions, and applies appropriate cash reserves to accounts in rebalancing software• Monitors/Maintains cash and allocation drift reports to ensure portfolios are in-line with target objectives• Reviews compliance metrics and works with Portfolio Strategist/client service team members to maintain standards• Supports Senior Portfolio Strategist with rebalancing and cash investment of discretionary portfolios

• Lead the trade settlement process making sure all relevant trade information is inputted correctly and adheres to an industry standard as well as addressing any settlement issues that may arise between brokers and custodians• Assisted in account reconciliations of over 700 client accounts with over $4 billion in assets• Maintained data integrity of over 3,000 securities within the firm’s system as well as account data• Aided in developing investment reports for both clients and for internal purposes• Supported the Commercial Mortgage Loan process in both adding new loans and reporting on existing ones• Added process improvements for the firm’s portfolio management software• Collaborated with team members for both month-end and quarter-end deliverable items for clients and the internal investment team• Assisted with equity research and maintenance of equity models

• Budgeted chapter funds of $45,000 efficiently and effectively • Contributed to tax preparations for the non-profit organization

• Monitored and set up successful academic plans for fraternity members • Established an academic plan that allowed the fraternity to go from last among fraternities in GPA to ranked 2nd among fraternities at the college

• Delivered a comprehensive written and oral report on cryptocurrency investments • Assisted with manager database construction and population • Aided the Investment Committee in updating their quarterly reporting materials • Cooperated with other employees to update client profiles and audit the investment committee record

• Provided a data analysis of the provider network to identify the top partners • Assisted in communicating with providers and organizing informational meetings • Worked with managers to provide an internal audit of a line of business of the company • Identified and updated incorrect information in provider network