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Lead client relationship management and service functions for an investment advisory firm. Perform portfolio analysis, trade execution, account maintenance, alternative investment review, performance and asset-allocation reporting, and provide tailored investment advice. Support Managing Directors and Partners, prepare client meetings, manage client inquiries, and conduct quarterly performance reviews.

Manage client relationships for an investment advisory firm: portfolio analysis, trade execution, account maintenance, performance and allocation reporting, alternative investment review, client meetings, research and follow-up, and customized financial strategies alongside Managing Directors and Partners.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.

Lead client relationship management and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and customized financial strategies. Review alternative investments, prepare performance and allocation reports, provide investment advice in client meetings, handle client servicing and inquiries, and conduct quarterly performance reviews.