Andrew Dorman
New York,NY
Summary
Experienced in asset and wealth management. Analyst with an adept eye for quality and detail. Deep understanding of client needs in relation to financial markets. Strong financial literacy and problem-solving skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Institutional Wealth Services Analyst
First Eagle Investments
11.2024 - Current
- Manage the subscription and redemption process for separate accounts, mutual funds and private funds
- Prepare clients for new account onboarding by explaining and articulating the level of documentation required
- Collaborate with internal teams, including Sales, Operations, Investor Relations, Legal and Compliance, to resolve client-related issues
- Track, analyze and report key financial metrics to upper management
Client Associate
J.P. Morgan Wealth Management
07.2023 - 03.2024
- Managed trading and asset movement for 100 client relationships within a $4B portfolio
- Direct support to a Forbes top wealth advisor in the U.S. and member of a Forbes Best-In-State Wealth Management Team
- Responded promptly to client queries, fostering strong ongoing support and relationship building
- Managed capital requirements for alternative investments and securities-backed loans
Registered Client Service Associate
First Republic Private Wealth Management
06.2022 - 06.2023
- Member of inaugural First Republic PWM client service training cohort
- Achieved certification by passing SIE, Series 7, and Series 66 on first attempt
- Coordinated with various First Republic and J.P. Morgan teams to ensure a seamless transition of business as part of the integration between the two firms
Education
Bachelor of Science - Media Science
Boston University
Boston, MA05-2022
Skills
- Microsoft Office Suite
- Salesforce CRM
- Investment operations management
- Client services and support
Certification
- SIE
- Series 7
Timeline
Institutional Wealth Services Analyst
First Eagle Investments
11.2024 - Current
Client Associate
J.P. Morgan Wealth Management
07.2023 - 03.2024
Registered Client Service Associate
First Republic Private Wealth Management
06.2022 - 06.2023
Bachelor of Science - Media Science
Boston University
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