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Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.

Support the Portfolio Management team by helping adopt the centralized Corient Investment Platform, analyze client portfolios, run transition plans, perform data analytics on investment strategies, and assist in creating client/advisor education and marketing materials. Gain exposure to traditional and alternative investments and build investment knowledge.

Prepare and distribute client billing statements, coordinate fee debits and rebates, manage aged receivables, maintain billing data in portfolio systems, update client billing information, and provide periodic revenue reporting to leadership.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; perform tax research; manage tax files and client data; assist with notices and support tax planning for high-net-worth clients.