• Participate in rotations through each Investment Operations team to gain exposure to the core functions and projects of the following teams: Cash Management, Cash Controls, Commercial and Residential Real Estate, Specialty Finance, Credit, DTC, Investment Deliverables, Middle Office Controls• Present key takeaways to management at the end of each rotation• Compile and analyze metrics for trading, hedging, exception processing, and other areas of the business to identify trends, efficiencies, and potential control opportunities• Communicate with Investment Office on upcoming investments to support timely and comprehensive execution• Utilize large Bloomberg data sets for portfolio reconciliation to ensure organizational data integrity• Support reconciliation of cash and security transactions• Participate in initiatives aimed at continuous process and infrastructure improvements; identify areas of operational inefficiency and implement proposed enhancements

• Provide essential support to account teams, including administration and research tasks• Originate social media content• Participate in client calls and meetings• Research for potential new clients and new business proposals, primarily working in Excel• Scan publications for relevant articles, including client, industry and competitiveinformation, and shared relevant hits with team members

• Experience in customer service, multi-tasking, and in a fast-paced environment.• Took every opportunity to up-sell deals

• Provide support for the head of the department

• Taught 4th Graders elementary french through a service learning role in French 4 class.