Wealth Management Associate

• Jul 2022 - Present

• Create and maintain client portfolios by developing asset allocations, restructuring investments, and rebalancing accounts • Provide research coverage and ongoing due diligence for fixed-income, equities, and alternative investments • Trade equity and fixed-income securities for client portfolios • Manage and maintain financial reporting and investment data through Tamarac software • Providing operational efficiencies through task automation and process creation • Create and maintain client portfolios by developing asset allocations, restructuring investments, and rebalancing accounts • Provide research coverage and ongoing due diligence for fixed-income, equities, and alternative investments • Trade equity and fixed-income securities for client portfolios • Manage and maintain financial reporting and investment data through Tamarac software • Providing operational efficiencies through task automation and process creation

Institutional Client Management, Associate

• Jul 2020 - Jul 2022

• Manage corporate pension fund client relationships for approximately $29 billion of assets under management • Create investment decks and present them on client portfolios across fixed-income and alternative strategies • Support portfolio and account managers with client reporting, attribution, market updates, and ad hoc requests • Completing RFPs, DDQs, and client-requested audits • Manage corporate pension fund client relationships for approximately $29 billion of assets under management • Create investment decks and present them on client portfolios across fixed-income and alternative strategies • Support portfolio and account managers with client reporting, attribution, market updates, and ad hoc requests • Completing RFPs, DDQs, and client-requested audits

Multi-Asset Strategies, Portfolio Specialist

• Aug 2018 - Jul 2020

• Provided oversight and maintenance of taxable and tax-exempt portfolios for high-net-worth clients • Discussed and provided advisors with investment commentary, credit analysis and strategy outlook • Created custom portfolios, pitch books, and other ad hoc requests for external advisors • Updated and maintained monthly marketing materials for corporate investment products and portfolios • Created the algorithmic trading logic used to automate passive and active fixed-income model strategies Show less

Trader

• Oct 2017 - Jul 2018

• Executed equity and fixed-income trades in SMA portfolios using multiple platforms (NewPort 3, Moxy, BondDesk) • Created and updated investment screens, attribution reports, and portfolio backtests for portfolio managers • Developed and presented investment theses in weekly equity meetings • Provided research coverage on Healthcare, Telecom, and macro fixed-income strategies • Updated client objectives and restrictions to provide suitable portfolio investments • Solved DTCC and trade break problems through communicating to counterparties • Provided ad-hoc reporting for portfolios • Worked with broker-dealers for fixed-income security inquiries and trades Show less

Summer Analyst

• May 2017 - Aug 2017

Student Athlete, Division I Tennis

• Aug 2014 - Aug 2017

• 1st singles and doubles • 1st singles and doubles

Portfolio Analyst Intern

• Sep 2016 - Jan 2017

• Produced monthly and quarterly client reports, fee analysis, performance benchmarking, and re-balances • Performed comprehensive due diligence on asset managers and mutual funds using Morningstar • Created ad-hoc transaction reports for client portfolios • Produced monthly and quarterly client reports, fee analysis, performance benchmarking, and re-balances • Performed comprehensive due diligence on asset managers and mutual funds using Morningstar • Created ad-hoc transaction reports for client portfolios

Bond Portfolio Management Intern

• May 2016 - Aug 2016

• Spread various tax returns into Moody's RiskAnalyst to analyze year-over-year changes in financials and provided ratio analysis for Loan Portfolio Officers • Conducted annual compliance reviews for six outstanding bonds within the EDA's portfolio to assure compliance with both federal guidelines and rules within the indenture for each individual issuance. • Prepared bond modification memos to approve borrowers' requests for a change in the LOC (Letter of Credit Bank) • Provided an analysis of relocation rates for companies who applied but were not granted NJEDA funding • Assisted in the Underground Storage Tanker (UST) incentives program that provided grants for companies and individuals to professionally remove hazardous tankers that were on their properties Show less