Senior member of a two-person team that inputs trades and maintains trading records for ten internal equity strategies with a combined ~$33B in AUM and ~7,000 SMAs.Trades include strategy position changes (850+ annually), new account initial investments, account rebalancing, account liquidations, gain/loss harvesting, and hypothetical investment scenarios (8,000+ client service trade requests annually)Transition and implement plans for new accounts or existing accounts migrating to a different internal strategy in partnership with Senior Portfolio and Relationship ManagersManage the equity strategies restricted on-model holdings and SRI screening process and implementation in the SMAsTrained other member of my team, as well as new client services employees on Charles River and SMA management and trading. Also walk-through trading procedures and policies with internal audit, governance & risk, and internal/external assets for quality assurance testing as needed.Mentor for annual CIBC mentor program where I mentee 1-2 people a year with the goal of helping colleagues accelerate their personal and professional growth and foster a culture of collaboration and continual learning.Participate in weekly strategy meetings to discuss investment research from team analysts and potential buys/sells for the strategiesLed months long project in 2020 to migrate client service trade requests for all equity and fixed income SMAs.SMA requests went from an untraceable/unformatted request in Microsoft Outlook to a formatted data driven request housed within an internal system with an individual tracking number to reduce trade errorsNew request system created efficiencies that allowed the reconciliation process to be expedited from monthly to daily and saw a significant decrease in administrative trade errorsBusiness lead for Charles River upgrades in May 2018 and Sept 2020 responsible for developing and deploying all training and firmwide communication

Part of a 2-person team that provided 30 customized client reports on a monthly or quarterly cadence for high-net-worth clients while collaborating with 9 different client service teams and outside managers. Reports consisted of asset allocations, performance, capital changes/transactions, detailed private equity summaries, and incorporated clients’ holdings outside of CIBC. Responsible for regular updates and the evolution of reports to reflect new accounts and investments, and to accommodate clients’ preferences and requests.Analyzed investment and account performance to identify any inaccuracies and worked with the performance team to remedy any issues to ensure accurate reportingLed project to automate any applicable benchmark and mutual fund performance on Bloomberg to greatly reduce turnaround time and minimize manual mistakes with the custom client reportsCreated a marketing-approved custom reporting template and led project to convert lower net worth clients to the new streamlined reporting format

Oversaw the production of roughly 450 New Frontier portfolio optimization analysis requests per year across the firm.Worked closely with the CIO, Asset Allocation Committee and New Frontier to help develop and upgrade to the next generation New Frontier portfolio optimization tool.Processed voluntary corporate actions for the firm’s internal custody clients. Notified client service of the offer, advised on the election choices, created standing instructions to streamline the process when applicable, and submitted the elections on behalf of the manager to the custodian.