Sharif Erik-Soussi

• Manage multi-billion dollar assets portfolios within strict client guidelines and against various liability profiles
• Author and publish timely investment research for existing clients and to raise the profile of the firm
• Generate innovative product ideas that improve asset diversification and portfolio return
• Educate clients as to the appropriate investment approach given operational and regulatory restrictions

● Perform full financial and credit analysis of Municipal bonds, write reports with findings
● Survey client municipal holdings, monitor any market developments that may impact portfolio
● Research and issue recommendation on non-traditional sectors including military housing and unemployment trust funds
● Keep abreast of market news, identify exposures to over or undervalued sectors

• Settled daily transactions and maintained monthly, quarterly, and annual reporting on 19 investment portfolios, totaling over 2.5 billion dollars of assets
• Identify and investigate any discrepancies between bank and internal reports
• Verify investment activity with Bloomberg financial
• Liaise between the client, the bank, and the portfolio managers in cash management and compliance strategies

• Provided counseling to small business clients in the areas of strategy, marketing, and financial planning
• Developed and taught workshops targeting specific business capacities required of small business owners
• Reviewed and offered guidance to clients regarding their marketing, business, and financial plan

• Formalized business training programs for artisan communities in various marketing and management disciplines
• Worked to transform artisan co-ops to viable retail entities
• Assimilated into local community, engendered trust of locals by learning language and customs