Resolve daily exceptions from automated trade processes, perform pricing and valuation for portfolio securities, and maintain accurate asset data through security master setups. Support new client onboarding, research and process corporate actions and dividend income, and ensure timely updates for IMS clients.Serve as the record keeper for trade activity by collecting and maintaining security pricing details from vendors and broker quotes in various formats. Implement and document processes and procedures tailored to individual client needs.Collaborate with internal and client teams to resolve open issues and inquiries, liaising with technology and vendor support as needed to address production issues and system queries. Participate in testing new system releases and enhancements to ensure seamless functionality.

Leadership position running the A.I.M. class.Teaching new analysts essentials to success in program.Monitored weekly analyst reporting and set up equity report deadlines.KUF report, once a semester reports to the sponsors of our portfolio with updates.

Selected to manage University endowment portfolio of $1,000,000. Worked with team of top finance students to pitch buying, selling or holding stocks.Presented weekly economic reports regarding current portfolio holdings to faculty.FactSet Core Products certificate/ Excel equity valuation analysis.

Learning the ins and outs of what is necessary to run a successful asset management company. Engaged with Clarks Fixed Income team to deepen understanding of bond markets/trading operations. Hands on experience with Bloomberg TerminalAPI functions from Bloomberg to ExcelBloomberg market concepts certificate