Financial Planning and Analysis

• Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting.
• Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
• Manage daily investment operations requests and tasks, ensuring timely and accurate execution.
• Implement new accounts into SWIM and execute rebalances for advisors.
• Support bulk implementations to accelerate advisor adoption of SWIM.
• Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models.
• Streamline and improve investment operations workflows to enhance scalability and efficiency.

Investment Operations Associate

Vice President, Investments Underwriting

Finance Analyst III – Healthcare

Financial Lines Intern – Summer 2026

Staff UX/UI Designer – Technology Consulting

Strategic Finance, Marketing