Hareesh Sivashanker
MBA Candidate at Boston University Questrom School of Business | Associate Portfolio Manager at CNR (an RBC/City National Company)
- Role
- Associate Portfolio Manager at Rbc Rochdale
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Associate Portfolio Manager
Mar 2022 — Present · San Francisco, CA, US
Partner with Portfolio Managers/Senior PMs to recommend initial strategic and tactical asset class allocations for new clients as well as trades and allocation changes for existing clients- Conduct introductory and ongoing review calls to discuss the relevant economic outlook and the applicability to the client’s portfolio and long term goals - Execute trades to implement asset allocations for client portfolios based on client’s investment mandates, cash needs, firm strategy changes and general rebalancing- Assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level
Education
Questrom School of Business, Boston University
Master of Business Administration - MBA
2024 — 2027
University of California, Davis
Bachelor of Science (BS)
2010 — 2014
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