Barrett Knowles

About Barrett Knowles

Organized and detail-oriented professional with demonstrated skills in complex…

Experience

1. Wealth Investment Operations Specialist

   Curi Capital

   Jun 2020 — Present · Raleigh, NC, US

   Created and scaled wealth management processes such as account trading, report generation, fee billing, private placements, and prospective client analysis.• Responsible for all account trading including discretionary strategies, custom strategies, equity portfolios, options strategies, fixed income portfolios, and various other client needs.• Collaborated with advisors to produce custom trade recommendations based on tax considerations, prospective client portfolio analysis, client statements and reports, and tax-loss harvesting.• Conducted all wealth management fee billing across multiple custodians.• Performed compliance functions such as mutual fund share class exchanges, compiled firm metrics (# of clients by state, AUM, AUA, 13F, etc), maintained employee personal trading records, kept updated business continuity plans for all vendors, and various other tasks as needed.• Completed major operations overhauls when the firm switched trading and data reporting platforms and when the firm merged with two other advisory firms.• Integrated private investments and interval funds into client investment strategies and performed periodic rebalances based on redemption/repurchase schedules.

Skills

• Microsoft Word
• Marketing
• Convertible Bonds
• Finance
• Sas
• Valuation
• Time Management
• Equities
• Analysis
• Fixed Income
• Teamwork
• Investment Banking
• Asset Management
• Stock Market
• Leadership
• Structured Notes
• Economics
• Financial Services
• Finra Trace
• Investments
• Modern Portfolio Theory
• Microsoft Office
• Customer Service