As a Client Advisor, I marshal the firm's vast resources in partnering with clients to deliver solutions across a spectrum of investment products including: fixed income, equities, hedge funds, real assets (commodities, infrastructure, maritime and real estate) and private equity, striving to help clients meet their strategic and tactical investment objectives.

Partnered with senior level client executives in covering institutional clients from an investment perspectiveImplement in depth analysis using proprietary models including asset/liability, required return, asset allocation optimization, risk budgeting, corporate finance framework and peer analysis for clientsPerform financial statement analysis focused on clients’ investment programs, asset allocation, funding status, return expectations, surplus volatility, SFAS 158 impact on shareholder’s equity and future cash flow projections

Member of the Professional Foundation training programExecuted trades of equities, bonds, and mutual funds in client accounts, while managing correspondence with clients, brokers and internal/external sales specialistsPerformed analytical due diligence work and researched client investment solutions and reports Tailored and implemented investment strategies according to client’s profile by providing recommendation on asset allocation, trust information, insurance, loan, securities and fund needs