Yoana Pulley
Client Relationship Analyst at Morgan Stanley
- Role
- Client Relationship Analyst at Morgan Stanley
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Yoana Pulley
I\'ve earned a BA in Economics and I\'m interested in pursuing a career in wealth and asset…
Experience
Client Relationship Analyst
Mar 2024 — Present
Support a $3B AUM advisory team, serving 120+ HNW and institutional clients with a focus on retirement plans and wealth management. Perform fund asset mapping and reconciliation during recordkeeper transitions. Build and maintain customized Excel models to evaluate plan design and cost benchmarking. Manage and monitor 40+ target risk model portfolios, ensuring fund lineup and allocation align with investment objectives- Lead 401(k) quarterly billing for 58 clients, including asset gathering, fee reconciliation and discrepancy resolution. Facilitate quarterly performance reviews for 20+ institutional clients, analyzing performance, participation trends, and plan efficacy. Coordinate ad-hoc RFP processes and produce client-facing materials- Assumed 6-months Client Service Associate role coverage, managing all account operations, daily trading, alternative investment subscriptions, and new client onboarding, while assisting in portfolio rebalancing and performance monitoring. Played a key role in retaining 3 inherited institutional clients, collectively contributing $70M+ in AUM retention and growth
Education
University of Sydney
Study Abroad Program
2019 — 2019
Dublin Business School
Study Abroad Program
2018 — 2018
Lewis and Clark College
Bachelor's degree
2016 — 2020
Pearson College UWC
International Baccalaureate Diploma
2014 — 2016
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