• Assist Managing Directors with operational efficiencies from an experienced perspective• Communicate with Front Office Traders (on a global level) to ensure accurate reporting and trade monitoring• Responsible for daily reporting to Credit Risk Management Team in order to resolve and avoid trade breaks across all desks

Worked principally with institutional equity brokerage firms, such as JP Morgan Chase, BMO Nesbitt Burns, TD Securities, ITG, Raymond James, CIBC World Markets and RBC Capital Markets seeking best execution for all equity and fixed income trading. Worked with numerous custodians such as RBCIS, NBIN (formerly NBCN) and Northern Trust, from the client account perspective, streamlining operations and improving trade settlement efficiency.Trading:-Built long lasting trustworthy relationships with institutional brokers & maximized use of complex algorithmic trading systems-Co-managed the Manitou Income Fund for 7 years & managed excess cash in T-Bills across hundreds of segregated client accounts.-Regularly rebalanced client accounts to their mandate & oversaw all settlement processes between brokers and custodians.-Collected data on equities and market data to support Research Analysts.Portfolio & Systems Administration:-Streamlined back office operations, reduced man hours, improved Portfolio Management System (PMS) accuracy, reduced time required to calculate equity trade orders by 80%.-Implemented two system conversions of all historical client & transaction data from inception.Marketing & Compliance:-Assisted in creating marketing materials, request for proposals for both private and institutional clients.-Provided organizational details about the firm, including monthly performance & holdings updates to full-service investment consulting and advisory firms.-Conducted analysis on Manitou's Group of Funds for semi-annual & annual Financial Statements.-Initiated a GIPS compliance project.