Teams at RBFCU Wealth Management

Partner with portfolio managers and researchers to design, prototype, and deploy LLM-enabled AI tools that accelerate investment insights. Lead proof-of-concept and production delivery, ensure security, governance, and regulatory compliance, and transition prototypes into scalable enterprise capabilities working across Investments, Technology, Data, Risk, and Compliance.

Lead the business management function for a hedge fund franchise, overseeing trade order entry, coordinating complex transaction implementations, managing a team of Portfolio Implementation Specialists, representing investment teams in cross-functional initiatives, and driving process and system improvement projects including automation.

Support healthcare hedge fund portfolio managers by monitoring portfolio cash and holdings, entering equity trade orders, producing daily/monthly/quarterly reports, ensuring compliance with client guidelines, liaising with Compliance/Operations/Technology, troubleshooting operational/tech issues, supporting due diligence, and creating processes.