Tremaine Shorter

Served as the primary point of contact for day-to-day client service for high-net-worth clients. Supported portfolio rebalancing, cash deployment, and opportunity identification across multiple portfolios in collaboration with portfolio managers and advisors. Monitored macroeconomic developments, market volatility, and asset class trends to support investment decision-making.

Portfolio Management Assistant - Royal Bank of Canada, PH&N Investment Services

(2025-06 - 2026-05)

• Served as the primary point of contact for day-to-day client service for high-net-worth clients.
• Supported portfolio rebalancing, cash deployment, and opportunity identification across multiple portfolios in collaboration with portfolio managers and advisors.
• Monitored macroeconomic developments, market volatility, and asset class trends to support investment decision-making.
• Maintained a strong working knowledge of PH&N's product shelf, including RBC GAM funds, to support client-specific recommendations

Associate - IA Private Wealth

(2024-09 - 2024-12)

• Supported Wealth Advisors by preparing client meeting materials, inputting trade transactions from the Advisors' requests, portfolio reviews, and investment reports, and contributing to efficient wealth management services.
• Assisted in managing high-net-worth client portfolios, providing personalized investment strategies to align with long-term financial goals.
• Cold-calling 60 high-net-worth individuals per day.
• Used Microsoft Power BI and PowerPoint to generate detailed financial reports and presentations for clients and internal stakeholders.
• CRM (Salesforce)
• Accomplishments: Closed 3 deals over CAD 400,000 and 8 deals over CAD 100,000 within 3 months.

Investment Operations Analyst, Corporate Actions - BMO

(2022-05 - 2025-01)

• Provided operational support for wealth management teams, ensuring the accurate execution of trade settlements and reconciliation of portfolio data.
• Addressed client inquiries regarding securities transactions and provided solutions, supporting seamless client service and maintaining strong relationships.
• Leveraged Excel (VBA, VLOOKUP, pivot tables, macros) and Bloomberg Terminal to improve reporting accuracy and operational efficiency.
• Coordinated with internal teams and custodians to resolve discrepancies and ensure timely, accurate trade settlements.

Bachelor of Commerce - Economics and Finance - University of Guelph (2017 - 2022)