Creating, updating, and maintaining all client-facing performance reports. Job is in conjunction with a senior associate to report on client portfolios, actively monitor portfolios and allocations, and produce reports to keep the office and firm informed on assets under management, strategy performance, and account activity.Main responsibilities include generating, updating, and maintaining client performance reports, performance of mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments; asset allocation snapshots/transitions, and total portfolio performance. Uses of internal systems, Bloomberg Terminal, and third-party sources for data gathering. Extensive use of Excel for report generation, updating allocations, and portfolio maintenance. Monitor client asset allocations for adherence to investment policy statements. Re-balance allocations by buying/selling securities, when necessary. General strategy performance reporting – periodic reports on internal and external strategies reported to senior leadership to track performance, assets under management, etc.“One-off” presentations – typically a special request from a client. Previous examples include: specific industry/sector outlook, total account exposure to industry or sector, effect on deployment timing on security or portfolio return.

Notify surrounding underground utility companies of each job site through locate tickets, which required by law to be done prior to the job date for prevention of drilling incidents. Manage the inspection and registrations of every vehicle, heavy equipment, and trailers within the company. Produce multiple Excel spread sheets on work bids, vehicles, registration, technology use, and more. Calculate job costs using QuickBooks for accounting purposes and filed expenses of the company with extensive use of technology applications. Answer calls attentively and directed customers to the correct place of asking.

I was the primary employee in establishing information, training co-workers, and probing the functions of a new agency computer system- Vertafore QQcatalyst. This task involved transferring insurance client information, policies, certificate holders, and certificates into QQcatalyst for future agency use. I assisted and shadowed servicing commercial accounts by attentively following my superiors and co-workers. This experience allowed me to gain knowledge on common limits and coverages of multiple varieties of commercial insurance.