As a Reporting Analyst, Olivia works closely with the firm’s Advisors and Account Managers in managing the institutional clients’ needs. She is responsible for creation of client presentations, account management and reconciliation, performance reporting and creating operational processes for back office efficiencies.
Prior to joining Pacific Portfolio, Olivia worked for an independent asset management firm and the wealth management arm of a Canadian Bank in Vancouver, British Columbia. She was involved in a variety of processes, including the creation of invoices and client communication, account management and reconciliation, as well as implementation and rebalancing of client portfolios. Prior to this, Olivia was a Financial Service Representative at TD Bank, where she was responsible for managing relationships and accounts according to clients’ financial need.