Sr Investment Associate

Manage day-to-day administrative responsibilities for investment portfolios, including setting up client files, ordering and retrieving reports, preparing materials for client review meetings, and processing account and transaction requests. Support risk and compliance requirements, coordinate REV and New Account Review documentation, research tax discrepancies, oversee fee worksheet accuracy, and run proprietary tools (GDWM) to contribute to client discussions. Work independently while partnering with Investment Advisors and portfolio managers.