As an investment associate my primary responsibility is the daily reconciliation of client accounts. This ensures that the cash flows provided to our portfolio management team are accurate for trading. I also work with our vendors to ensure account accuracy. As well, I assist with answering client phone calls, updating accounts, and general project support.
My teammates go out of their way to help. They aren’t just willing to, they actually want to. We achieve an incredible number of team and personal goals this way.
My family fostered over 500 children growing up. I learned how to listen, what it meant to be flexible and empathetic, and part of something bigger than myself.