Processing Analyst (Current Employee) – 801 s canal st,chicago, IL – May 28, 2016
• Facilitated and executed investment related activity such as, cash Request, model change, halt/resume trading, tax Harvesting and less complex implementation and rebalance events for wealth management clients.
• Serve as the single point of contact for the client service teams, primarily the portfolio managers and their associates; coordinating and monitoring activities in various investment products.
• Initiate investment manager notifications as required and partner with investment managers and product groups (NTSI, MAG, trading team, etc.) to raise cash or invest additional contributions