Joshua Carter Email & Phone Number

Boston, Massachusetts, United States

• Serve as the primary liaison between Fund Managers and their onshore and offshore investors to field questions, provide directives, and manage relations
• Manage and complete the onboarding process of all new investors
• Review and process investor subscriptions, redemptions, transfers, return of capital, distributions and account updates
• Create, update and maintain investor reports on fund performance and market evaluations
• Prepare wire transfers in accordance with investor and/or fund management directives
• Process cash, money movements, reconciliations and audit reports

Boston, Massachusetts, United States

• Assist Senior Portfolio Managers in preparing market analysis and research reports and developing trading strategies, to determine maximum-benefit stock selections and investment decisions for individual and.
• Perform technical and fundamental analysis on individual securities to research and forecast future trends in stock prices
• Monitor client portfolios for deviations from specified strategy or to provide investment recommendations
• Act as liaison between clients, portfolio manager, custodian and operations
• Process various asset movements (trades, distributions, redemptions, transfer of assets, journals, reallocations) and account maintenance requests
• Prepare financial / investment reports using Advent and Wealthscape for presentation to client and prospective clients

Boston, Massachusetts, United States

• Provided functional support to portfolio managers and administrators and traders for portfolio and order management systems
• Coordinated and executed the entire post trade process, which included transmission of trades to counterparties and the matching/confirmation of trades, and resolution of exceptions
• Communicated daily with brokers, custodians and third-party vendors to expedite and ensure timely settlement of trades
• Coordinated account set-up, maintenance, and portfolio reconciliation daily
• Expedited identification, research and resolution of complex problems related to transactions and/or investment data
• Researched, communicated, and resolved breaks and failing trades with brokers and custodians

Boston, Massachusetts, United States

• Placed and processed subscriptions, exchanges, redemptions, transfers, reallocations and account maintenance as requested by clients and financial advisors
• Responded to client inquiries regarding account status, legal requirements, fund operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio characteristics.
• Assisted clients with accessing and navigating company website and voice response unit
• Collaborated with other departments within Client Services to meet departmental quality standards and ensure a smooth flow of operation
• Additional responsibilities included management of conflict resolution, development and maintenance of client relationships via verbal and written communications and establishing partnerships with internal departments
• All responsibilities were conducted in a manner that ensured the highest quality customer service to clients, prospective clients and financial professionals

Boston, Massachusetts, United States

• Consistently created and maintained business, consumer and trust accounts for private bankers and relationship managers in a fast-paced deadline driven environment
• Communicated with clients on a daily basis via phone or email
• Achieved special recognition as chosen recipient of the Doctor of Documents Award for exceptional attention to detail, job analysis, preparation, and processing of confidential account documents
• Displayed initiative and self-motivated approach when completing assigned daily tasks and learning new skills in order to grow professionally
• Demonstrated leadership ability and mastery of the client services role by training new hires on all aspects of the position, including computer programs and required applications
• Reviewed and updated client account documents to ensure data validity and compliance with financial regulations; entered this data across multiple computer applications with accuracy

Durham, NH

• Assisted with implementation of advanced video editing software
• Filmed games and practices to provide coaches with a competitive edge against opponents
• Trained and mentored new student managers
• Gained valuable time management and organizational skills by balancing academic work andduties as student manager and associate video coordinator

Dover, New Hampshire

• Maintained constant presence on sales floor to address customer needs with urgency
• Assisted customers with selecting merchandise and recommended appropriate products based on their needs and budgetary guidance
• Provided customer service via phone and email to support customers with online purchases
• Used interpersonal skills to connect personally with prospective customers on a daily basis