• Member of the Regulated Funds Transaction Management Team - Institutional Client Credit Management.• Maintained quality client relationships by managing a portfolio of large institutional clients, including clients with AUM over $7 trillion, which directly contributed to increasingly positive broker ratings each year for onboarding.• Prioritized and managed multiple tasks to seamlessly meet tight client deadlines, including within the hour to prevent losing business to another bank, while maintaining RBC risk policies.• Effectively liaised with internal teams daily, such as Risk Management, Trading Documentation, Trading Desks and Market Risk to meet day-to-day business needs.• Supported new and expanded trading business by initiating document negotiation and Business Head Support requests.• Provided mentorship and guidance to Analysts, including the creation of a 7-part training suite for new hires.• Led a team of 3 Analysts on an audit preparation project to analyze over 7,000 clients; Provided training, ongoing guidance and reviewed completed work to ensure accuracy.

• 1 of 4 Global Credit members selected for a competitive 4-month rotational program; Worked closely with Corporate Banking in New York to cover an ‘Industrial’ corporate client portfolio.• Met client lending needs by assisting with timely transaction requests for new and amended revolving credit facilities, term loans, underwritings, etc. for both syndicated and bilateral facilities, often sized over $100 million.• Ensured accurate upkeep of credit and risk profile information by completing Loan Documentation Standards assessments, reviews of Credit Agreements, and Annual Reviews of clients.

• Member of the Regulated Funds Transaction Management Team - Institutional Client Credit Management.• Supported client and business goals by efficiently onboarding 100s of new trading accounts a month for a variety of products, such as FX, Securities Lending, Repo, Futures, and various derivatives, with strong attention to detail.• Managed credit limit excesses and maintained accurate trading limit data.

• Member of Global Trading Client Management Regulated Funds team.• Developed and maintained high attention to detail, time management and excel skills.• Communicated with analysts and administrative teams to complete tasks in a timely manner.• Responsible for monitoring and adjusting credit limits and closing accounts by submitting trade requests.• Assisted with various projects including annual reviews of clients, AUM monitoring and client onboarding.

• Externally researched and gathered information from current investment managers on ESG to present to CIO. Used to assist with the creation of an ESG policy by providing key information and perspective.• Responsible for organizing member data and locating inactive teachers.• Skills included research, communication, excel and data organization and management.

• Assisted in the transition from being a part of the Government of NL to its own corporation.• Tasks included creating file inventory lists, preparing files for digitization and the updating of forms.• Programs and skills such as excel spreadsheet, organization and form creation software were used.• Files were successfully sent to be digitized and all forms were correctly updated for use.