- BlackRock (Boston, MA)
- …and operating control environment for BlackRock's global commingled vehicles and separately managed accounts and provides various other administrative and ... oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of internal and outsourced accounting, administration, custody, financial reporting, and transfer agency… more
- CIBC (Boston, MA)
- …allocation modeling. + Support the management of both internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates. + ... Analyze fund performance, exposure metrics, and cash flow forecasts to optimize portfolio construction. + Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into… more