Promoted to manage 300+ investment products with $200B in assets under management (AUM) on Wealth Management (WM) platformDeveloped and onboarded 100+ products during tenureServed as SME on products including ETFs (100+), mutual funds (100+), & SMAs (100+) across asset classesIntegrated mutual fund and ETF fees in monthly WM systems, marketing decks, performance reports, education documents, and other materialsCreated marketing decks, performance reports, and collateral for all 500+ investment practice membersCountered social impact of COVID-19 by facilitating bi-weekly (2X per week) calls from external investment managers and distributing to 500+ investment practice membersAuthored 3 leading resource documents on company intranet, out of 5000+ available documentsPlanned and coordinated across 10+ teams to convert mutual funds to ETFs for ~1K accounts with $280M AUM and 700+ accounts with $140M AUMManaged monthly Investment Advisory Committee (IAC) meetings with 17 WM executives including CIO and nationwide risk / compliance / portfolio managers Unearthed 2 accounts totaling $40M AUM due to miscoding of accounts within WM systemso Collaborated cross-functionally with 4 teams to complete a proposal including 9 SMA strategies worth $162M

Promoted to serve in client-facing role, providing daily, direct investment client support to Northern California Senior Investment Officer and 60+ clients with $1.5B AUMAnalyzed portfolio asset allocation relative to current investment policy statements for 300+ accountsAuthored 120+ presentations, assisted with monthly trading, and performed portfolio rebalancing for 60+ clients Won and onboarded 5 new clients/sales during tenure Trained 10+ portfolio managers on new investment performance reporting application

Analyzed portfolio and composite performance for wealth management clients in middle office role; occasionally met with clients, serving as support staff / analystResolved portfolio discrepancies by working cross-functionally with Portfolio Managers and Investment AssociatesEnabled team success and guaranteed efficacy of performance data by collaborating with peers and exceeding communication expectations Fixed daily accounting and reporting issues by communicating with operations SMEs

Administered account openings / closing, market value restructures, and monthly & quarterly reviewsOptimized and customized portfolio data by building a novel and innovative Excel layout that was adopted teamwideDelivered nuanced, comprehensive analytics by employing pivot tables, macros, and VLOOKUP in Excel

Liaised between front and back-office teams, communicating account and service activities