Sejal

I work in the Operations division in Salt Lake City, working with the International Private Wealth Management (PWM) teams in Europe and Asia. We have multiple roles here. First, we provide support for all PWM investment portfolio performance returns and calculations for the European and Asia business. Secondly, my team provides general client service support for the PWM Asia business. This includes, but is not limited to, all questions related to client reporting, reconciliation, portfolio account and pricing. We also manage the approval process for all third party payment requests from Asian clients. In all three roles, we work to limit risk to the firm as well as ensure an excellent client experience.

In my first four years at the firm, I focused primarily on US business. Over the past year and a half, I have been fortunate to work with international offices. This has given me a new appreciation for the differences in the investment strategies, business goals and culture of Asia and Europe. I have also had the opportunity to travel and build strong relationships with peers and clients in London, Hong Kong, Singapore, Frankfurt, Geneva and Zurich.