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T. Rowe Price Associates, Inc.

San Francisco, California

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Missouri State Employees' Retirement System

Jefferson City, Missouri

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Texas Permanent School Fund Corporation

Austin, Texas

Picton Mahoney Asset Management

Ontario, Canada

Texas Permanent School Fund Corporation

Austin, Texas

Texas Permanent School Fund Corporation

Austin, Texas

Picton Mahoney Asset Management

Toronto, Canada

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MacArthur Foundation

Chicago, Illinois

Oxford Knight

London, United Kingdom

eFinancialCareers

Manama, Bahrain

HFG

London, United Kingdom

Alexander Ash Consulting

London, United Kingdom

Goodman Masson

London, United Kingdom

Deutsche Bank

New York,

PER, Private Equity Recruitment

London, United Kingdom

Oxford Knight

London, United Kingdom

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Lead Analyst, Wealth Manager
The Lead Analyst (Associate Wealth Manager) provides support to the Wealth Managers in managing, retaining and growing existing client relationships. Responsibilities include: Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance. At the guidance of the Team Leader, the Lead Analyst may also have independent responsibility for managing some client relationships with the Wealth Advisory segment. The Lead Analyst independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and


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