• Managed long-term, multi-asset share portfolios for high net worth individuals and corporate clients.• Conducted top-down investment research and monitored developments in security markets.• Presented and defended new stock ideas in investment committees.• Delivered new business presentations to prospective clients.• Developed relationships and supported financial advisors in managing investment strategies.• Constructed, traded, and rebalanced share portfolios.• Monitored and reviewed portfolios to ensure compliance with mandated guidelines.• Provided quality control to client-serving and operations teams.• Oversaw performance measurement and risk reporting process.

• Presented investment ideas and recommendations to in-house multi-strategy hedge fund managers.• Conducted bottom-up fundamental research and monitored global macroeconomic trends.• Prepared and presented research on recent financial trends to the investment team.• Collaborated with portfolio managers to monitor positions and interpret fund performance.• Conducted due diligence assessments of local and global hedge fund managers.• Performed fundamental and quantitative analysis to select new funds for inclusion in Citadel's fund of hedge funds.

• Prepared monthly financial statements for North American hedge funds.• Performed pricing activities for various financial instruments.• Managed trade-related activity, corporate actions, dividends, and taxes.

• Presented debt management solutions and provided comprehensive debt-related advice to clients.• Assisted with client budgeting and personal finance.• Facilitated communication with credit providers.• Trained graduates and new staff members to ensure high-quality service delivery.