I follow the markets closely every day so that I can communicate major events to our clients as well as provide them with fresh ideas. I also carefully monitor their portfolios and answer requests regarding their accounts or particular products. When the investment professionals on my team are out of the office it’s critical that I provide clients with information in a concise and accurate manner. I am also responsible for the team’s trade execution and I act as a liaison between PWM and individuals across the firm as I trade various products around the clock.
These responsibilities have allowed me to develop strong relationships with people throughout the firm. I regularly talk to credit professionals to understand our clients’ margin portfolios, work with Sales and Trading on derivative product pricing and execution and discuss clients’ alternative investment portfolios with our GSAM professionals.