provide input into the portfolio managers and the house's macro-economic assumptions that are used in CAM's
provide input into the portfolio managers and the house's macro-economic assumptions that are used in CAM's
Managers and other team members to successfully execute various accounting tasks
Managers and other team members to successfully execute various accounting tasks Update monthly reports
and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
and effective use of customer data. Develop and execute a comprehensive member engagement strategy aligned
and effective use of customer data. Develop and execute a comprehensive member engagement strategy aligned
technical operational efficiency within the business. Execute business needs based on identified priorities within