I supported portfolio operations for high-net-worth clients, around $750M+ in assets, and built the automation that took the manual work out of reporting and client outreach.

• Automated segmented client outreach workflows, improving communication efficiency by over 200%
• Built Python scripts and Excel automation to streamline data preparation for portfolio reporting
• Leveraged proprietary C++ software to process quarterly and annual client performance reviews, cutting manual processing time by 50%
• Supported reporting for high-net-worth clients managing $750M+ in combined assets