Supports senior relationship managers serving institutional insurance clients. Coordinates client servicing, account opening, reporting, meetings, deliverables, internal stakeholders, CRM records, and cross-selling initiatives. The role partners with investment and operations teams across public and private markets, contributes to process improvement and event management, and may provide primary coverage for designated clients.

Supports investment management data systems by improving data integrity, reporting, process automation, and operational efficiency. Processes and quality-controls portfolio data, troubleshoots systems, builds actionable reports, and assists with portfolio analysis, cash-flow projections, and financial modeling. Partners with investment, sales, client relations, and business teams while responding to data and reporting inquiries. The role also leverages AI tools to improve data access, workflow efficiency, and decision-making.