Provide and manage performance and analytical data and critical reports to portfolio management team, senior management, marketing departments, clients, and consultants. Provide performance calculations and reporting for client portfolios, asset allocation, model programs, mutual funds, and managed accounts.

Manage treasury operation structure while improving efficiency and accuracy of the established process workflow. Supervise, train, and support operations team and collaborate with Treasury Manager and Director on assigned projects. Oversee daily cash management for domestic and international cash desk and all month-end processes and reporting. Identify and implement workflow best practices. Review bank account analysis statements for accuracy and update treasury procedures

Execute position as integral part of Private Wealth Management team. Conduct research and analysis of investment portfolios for individuals and institutions. Assist Portfolio Managers with investment analysis and performance calculations. Develop and maintain Excel spreadsheets and databases to monitor investments using internal and external reporting tools. Research financial portfolios to assist Portfolio Managers for valuations and investment decisions. Value closely held entities using multitude of commonly used valuation approaches. - Assisted in the implementation and roll out of Advent Portfolio Exchange to research team. - Completed 3100+ customized reports in a timely and accurate manner since starting position. - Earned "Pillar of Strength" award in May 2014 for delivery of outstanding customer service, teamwork, and more.- Provide valuations for over 100 closely held entities per year operating in a variety of industries using commonly held valuation approaches such as discounted cash flow (DCF), market multiples, and asset-based.

Served as point of contact for operational activities and client inquiries. Monitored and verified activity for accounts. Created and reviewed financial reports for company and clients. Communicated with internal and external stakeholders to research and solve problems. Conducted in-depth research on technical and analytical financial issues for company and clients. Provided expertise and troubleshooting with online software. - Received multiple "Step Above" awards for willingness to take on additional tasks and high quality performance.- Streamlined process reducing required team from three to one employee, which was replicated for other processes.