• Led a relationship team responsible for managing large, complex client relationships, including colleges, universities, and foundations.• Provided strategic guidance to clients to grow their existing assets and to increase the amount of new assets into their programs.• Participated as a member of leadership team responsible for providing strategic direction of department to better compete in the marketplace and to grow business.• Provided innovative solutions to clients, enabling them to manage their programs in a more efficient, cost effective manner.• Led a project with a mandate to create a new reporting platform that would improve the reporting options that are offered to clients, resulting in a system that provides more robust reporting capabilities.

• Managed the assets for not-for-profit organizations, including colleges, universities, and foundations.• Administered charitable trust accounts for universities and foundations through communication with representatives of the organizations as well as the donors and beneficiaries of the trusts. • Managed all planned giving products and services as provided under the trust instrument and in accordance with bank policies and legal requirements.• Conducted weekly client meetings in which administrative and investment performance is reported and analyzed.• Ensured compliance with client guidelines and applicable regulations.

• Assisted in client cash flow processing and tracking.• Reconciled internal cash and asset records to custodian bank documentation on a monthly basis.• Assisted with the fiscal year-end audit and financial statement process.• Produced and reconcile dividend income for each pool on a monthly basis.

• Responsible for posting daily variation margins.• Prepared summary of daily mark-to-market activity.• Managed cash collateral activity.• Responsible for preparing payments to counterparties.

• Responsible for conducting financial analysis projects and statistical studies. • Analyzed and reported on historical and future trends in performance. • Prepared forecasts for Assistant Controller.

• Researched technology/telecommunications sectors and companies for investment opportunities. • Performed financial and comparable company analysis. • Met with management regarding potential and completed investments.• Developed opinions on prospective investments.• Conducted returns analysis.

• Assisted the VP in managing day-to-day operations and special projects for the division.• Performed account analysis and monitored clients’ asset allocations. • Examined current economic trends and presented findings for portfolio managers to use in asset management.• Performed financial analysis used by senior management to evaluate departmental performance.• Developed new business opportunities, including a third-party escrow service program that increased deposits by 6% within first year of inception.• Performed rates of return and money market analysis used by senior management to monitor competition and set the bank’s rates competitively.