• Assisted in the management and execution of projects in support of BMO Asset Management US meeting investment growth and retention objectives• Managed the execution, production, and distribution of client material including presentations, articles, newsletters and reporting publications• Designed and created customized analysis and responses to client inquiries• Provided face-to-face updates to clients regarding the performance of their assets and overall market update that affects their portfolio• Prepared statistical and investment analysis reports using various platforms that include: Bloomberg, Simcorp, Portfolio Vision, Evestment, StatPro, Bondedge, Morningstar and Satuit

• Prepared statistical and investment analysis reports using various platforms that include: Bloomberg, Investor Force, PARis (Performance Analysis and Reporting Information System), Barclay’s POINT, Investran and eVestment• Provided support to the firm’s operations in the execution and delivery of consulting and risk management services regarding retirement funds for institutional clients• Provided face-to-face updates to clients regarding the performance of their assets in accordance to the overall market and company investment policy• Gathered and reviewed client financial statements from various markets such as equities, private equity, fixed income, alternatives, and real estate• Oversaw and prepared annual client portfolio review projects• Met and evaluated asset managers to include or exclude in the client’s portfolio based on performance• Assigned to and performed analysis on the most difficult and highest asset sized portfolios of $1 billion or more for fortune 500 companies• Directed and coordinated Junior Analysts in the development of client reports