Raj Mehta

Portfolio Administrator @Bellwether Investment Management

Oakville, ON, CA

Process and reconcile client transactions including contributions, withdrawals, transfers, and corporate actions across various accounts• Support portfolio managers and advisors with accurate account maintenance, performance tracking, and reporting• Ensure timely settlement of trades and monitor daily cash and position reconciliations with custodians• Assist with onboarding new clients, setting up investment accounts, and maintaining client documentation in accordance with compliance standards• Identify and resolve account discrepancies by liaising with internal teams and external custodians• Maintain data integrity across portfolio management and CRM systems to support investment operations.• Contribute to continuous process improvements to enhance operational efficiency and client experience.• Create process maps, supporting metrics, progress reports, client briefings, and recommendation documents to align with project manager and client needs.• Review and edit requirements, specifications, and business processes to ensure accuracy and alignment with proposed solutions.• Actively participate in change management activities to improve operational workflows and client experience.• Contribute to project planning and administration by providing structured documentation and analytical insights.• Support proposal development and sales-related activities through preparation of reports, presentations, and deliverables.