• Host quarterly Investment Director Review meetings with the High Yield investment team including macroeconomic updates, market volatility checks, risk reviews, ESG evaluation and performance assessment covering $80bn AUM.• Review risk dispersion, account performance and stress testing for nearly 600 High Yield Custom Bond Portfolio client accounts ($2.5bn) with Portfolio Management team on a monthly and quarterly basis.• Deliver monthly presentations to the Risk Management team on market trends, outlooks, current risk exposure and portfolio positioning.• Reduced risk of $700mm identifying issuers without research publications by creating a custom report that summarized all holdings across asset classes Investment Grade, High Yield and Emerging Markets.• Combined applied knowledge of ESG and self-taught Python coding to create reports that identify ESG contribution impact by account across the fixed income platform. Incorporated results of $1.23bn detractors into quarterly risk reviews across all investment desks.• Manage the development of a new concept Risk Dashboard including exposures, credit contribution, performance, risk measures and Morningstar data. Presented the final product to over 100 portfolio managers and investment specialists, created a User Guide and was the lead in fielding feedback.

• Created model portfolio from ground up including building a template, analyzing ongoing revisions and conceptualizing algorithms. Collaborated with decision making on model formation, participated in board meetings to present new ideas and successfully launched JPMorgan’s first Credit Research Enhanced Index High Yield ETF. Fund seeded with $25mm has grown to $1.6B.• Lead project manager representing the High Yield team for a new internal trading and reporting software. Managed research, development, implementation and support for 28 users including trading desk, portfolio managers and investment specialist team.• Responsible for creating, updating, and maintaining high yield bond model portfolios for potential institutional investments across styles including broad market, short duration, distressed debt, leveraged loans and upper tier. • Built relationships with global business colleagues to enhance technological platform of current exposure, alpha accounts and target weights providing sector managers more efficient trade strategies.• Accountable for providing accurate portfolio and security-level analytics presented in existing client communications. Always meeting deadlines for monthly reports for all 90 accounts and mutual funds.

• Analyze, research, and solve daily complex shareholder and broker/dealer inquiries relating to trades, account registrations, and commissions, making certain that transactions are conducted in proper order and that clients’ needs are thoroughly met. • Generate numerous customer correspondences, adhering to prescribed guidelines and ensuring that customers receive accurate and prompt information.• Provide backup support to the 5-member phone team when calls are in queue, helping the team to achieve its customer service targets.• Volunteer to assume additional responsibilities, increasing the overall work capacity of the team.

• Fielded over 70 daily external and internal calls from institutional clients, prospective investors, shareholders, and brokers regarding mutual fund accounts.• Executed trades, provided accurate account information and thoroughly explained policies/procedures.• Ensured that client trades were posted accurately to accounts by entering trades directly into the central system and performing needed quality checks. • Communicated with internal departments, including cash control, product support and development, and broker dealer, ensuring shareholders’ needs were addressed efficiently.• Participated in various group projects such as testing new financial software, updating internal resource materials, and auditing customer service quality controls, all of which helped to grow personal skill set.• Earned NASD Series 6 that enabled full performance as a Shareholder Services Rep. • Recognized twice for Associate’s Exceptional Performance.