Process and capture trade instructions into the primary accounting system (Invest One), transmit to custodians, and ensure accuracy of NAV data. Reconcile cash and positions, handle multi-asset trades (equities, fixed income, derivatives, FX), identify and resolve operational issues, and support process improvements and project subgroups while communicating with internal and external stakeholders.

Support discretionary management of US and international SMA equity portfolios: execute daily trades, monitor performance, manage tax-aware portfolio construction and transitions, optimize across account registrations, assess risk exposures, and collaborate with research, operations, technology, and oversight teams to improve model management and implementation.