Michael Scheel Email & Phone Number

Greater Minneapolis-St. Paul Area

- Analyze monthly performance of financial products, including mutual funds and owned composites, to provide insight on institutional client asset growth - Conduct risk assessment for seed capital in GAM mutual funds to protect client assets - Work with cross-functional team, including sales and marketing members, to leverage product performance and.

- Benchmarked client performance via market-related indices and peer group comparisons to inform investment decisions - Analyzed market data to develop performance reporting for both high net worth and managed account client base- Monitored and edited performance reporting data on a monthly and quarterly basis; provide ongoing assistance for performance.

- Balanced all in-house money market funds on a daily basis- Updated and streamlined all of the department’s processes and procedures for maximum efficiency- Served as gatekeeper for RBC money market funds, ensuring compliance with SEC and FINRA- Conducted historical valuation for client purposes- Performed manual purchases and redemption of money markets.

- Verified funds for client accounts - Processed ACH forms to ensure compliance with AML- Efficiently troubleshot transaction issues with client associates, providing accurate and timely information to address problems- Compiled daily balance reports to ensure accuracy of funds moving into and out of accounts- Quickly and accurately processed bank.