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.
