Raushan GreenInvestment Operations Specialist
Raushan supports investment operations, primarily focused on modeling and execution of trades, holdings analysis and recommended transitions. He coordinates with external managers and supporting account compliance in the resolution of accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate in addition to trading with external custodians via electronic order management system and/or voice orders. Raushan monitors and executes trades transmitted by relationship managers and family wealth analysts with close attention to detail, cash management, and account compliance. He also maintains models and implements trades across multiple accounts when updates are communicated by managers or the investment team.
Before joining Pitcairn, Raushan worked as a U.S. Fixed Income Transaction Management Associate at State Street. He streamlined the execution of +150 day-to-day front office operations between three investment management firms and their respective brokerage clients, identified root causes of unmatched trade breaks and provide reasoning for trade failure (transaction, maturity date, interest rate) prior to settlement dates, and addressed discrepancies with external brokerage and IMS middle office teams.
Raushan earned a Bachelor of Science in Energy Business & Finance from Penn State University.
With a penchant for adventure, Raushan enjoys traveling, whether it’s abroad to new places, local restaurants, or residential events with family and friends. In his free time, he likes to stay active, he has played lots of different sports; track & field, soccer, swim, basketball, and football. He also loves to laugh and tell jokes, bringing a fun and positive outlook to anything in which he gets involved, inside and outside of work.