- Advising and directing clients on flows in regards to investment strategy, policy, and risk management
- Compiling daily account market recap data for clients to identify meaningful changes in positioning
- Coordinating with custodians to resolve positional and monetary issues and communicating with representatives when needed
- M anaging research material and data for trading teams relating to notable security restrictions and corporate actions
- Conducting new client set-up on Federated Hermes systems and ensuring asset portfolio integrity