Efrata Kirose
Client Service Associate at Align Impact
- Role
- Associate, Client Service at Align Impact
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Efrata Kirose
I’m an operations and client service professional supporting investment workflows, client…
Experience
Associate, Client Service
Jul 2025 — Present
Manage and support high-net-worth and institutional clients by facilitating impact-driven investment strategies- Serve as a liaison between the client advisory team and operations, coordinating portfolio implementation, conducting due diligence, and ensuring timely execution of transactions and reporting- Coordinate client meetings, prepare reports, and maintain compliance documentation to uphold fiduciary standards.
Education
University of Colorado Boulder
Bachleor's degree (B.A)
2015 — 2019
Facultad de Ingeniería y Ciencias de la Universidad Adolfo Ibáñez
coursework toward B.A.
2017 — 2017
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