Howard L.

Portfolio Implementation Analyst @First Foundation Inc

Irvine, CA, US

Implementation of portfolio allocations in accordance with the firm’s investment philosophy, process, and tactical portfolio positioning via systematic processes and protocol• Participate in regularly scheduled account reviews with client-facing teams to stay current on the investment process, positioning, trades, and alignment of portfolio construction to FFA-approved models and asset allocations• Implement investment decisions and facilitate the investment process through model management, risk/dispersion reporting, and trade proposals for model abidance• Rebalancing clients\' accounts through the Orion platform by trading equities, mutual funds, and treasuries to ensure holdings are up to weight• Model Global trades for multiple strategies including calculation of shares/weights, following necessary steps for account exclusions due to cash, trade size, and restrictions, support for allocations• Trading wrap program accounts – include global trade modeling in Order Management software including complete analysis and resolution of special account trading situations• Running and compiling reports: Master Trade Blotter, Global Trade Reports, Transaction Cost Analysis Reports, etc• Reconcile soft dollar commissions from brokers in conjunction with the Account Services and Billing