Background & Role
As a Portfolio Manager Assistant and Trading Specialist, Emily assists in the trading operations for the investment management team. She acts as primary trader and coordinates with the portfolio managers to execute and oversee the entire trading process including; execution, rebalancing, collecting investment research. Emily also works closely with the Client Service Managers and Operations Team and is responsible for the maintenance and entry of client portfolio information in the firm’s accounting system. She acts as primary specialist to reconcile accounts, calculate performance, submit fees and assists with compliance testing and reporting to the SEC.
Emily has been working at PJS Investment Management since January 2018 and has an additional 13 years’ experience in accounting within the manufacturing field.
Emily is married and lives in Grafton, WI, with her husband and their two children. Outside of the office she enjoys spending time with her family and being outdoors biking or hiking.