- Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts
- Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds
- Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models
- Oversee the seamless implementation of new accounts into model portfolios and investment strategies
- Monitor portfolio activity to ensure adherence to investment guidelines and model objectives
- Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies
- Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems
- Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing
- Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency
- Support the ongoing development and enhancement of internal portfolio management processes and procedures
Data AnalysisMicrosoft Excel