Trader
CurrentExecute complex trades across equity, fixed income, and mutual funds in collaboration with the Director of Investments, ensuring seamless portfolio rebalancing, timely client transactions, and data integrity across platforms like Orion, Schwab, Orion Risk Intelligence, and YCharts.Streamline daily portfolio tracking and performance reporting, delivering accurate and comprehensive insights on investment returns to internal teams and clients to support informed decision-making.Lead onboarding for new client accounts by conducting in-depth reviews of legacy positions and tax implications, enabling the design of tailored investment strategies aligned with client risk tolerance and financial goals.Develop customized investment solutions to address diverse client needs, collaborating closely with investment teams to align strategies with client objectives and market trends.Enhance operational efficiency by refining internal processes, boosting productivity within the department and contributing to firm growth through improved client servicing and retention.Produce detailed market trend and performance reports to empower Client Service and Business Development teams with valuable insights for client recommendations.
