Support Investment Managers with a combined ~$2bn in client assets under management. Responsible for executing trades, dollar-cost averaging programs, portfolio rebalances, and tax loss harvesting. Perform routine compliance reviews of all accounts under management. Analyze and stay up to date on all trends in the financial markets. Assist in the preparation of client presentation materials and produce ad-hoc reports. Assist other team members in performing complex portfolio trades in our portfolio management software.

Act as a subject matter expert in all team-related processes and as a team lead. Assist team members with complex situations. Be the point person for all contingency and escalated situations. Facilitate operational improvements while collaborating with internal partners.

An operational-based role in Treasury and Trade Solutions requires knowledge of several banking products and their functionality. Working in a fast-paced environment, delivering with a high degree of accuracy while multitasking. Main Products: Money Market Time Deposits, Money Market Mutual Funds, Time Deposits, Brokered Deposit Accounts, Demand Deposit Accounts, Benchmark Rate Updates.

Completed Associated Degree with Emphasis on Business.

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