Micah Lagowski

Micah Lagowski — Portfolio Administrator

Education:

  • Indiana University SE, Bachelor of Science in Business Management
    Graduated 2018

Employment:

  • Start Date – 2/12/2018
  • Portfolio Administrator Intern – 2/12/2018 – present

Day-to-day Tasks:

  • Portfolio administration – Downloads and posts client data transactions daily, reconciles daily transaction and uploads client data to client portals, helps maintain client security investments
  • Cybersecurity and IT – Works with outside IT vendors, troubleshoots computer problems, assists with cybersecurity policy monitoring, makes recommendations on updates and IT improvements

Time Allocation:

  • Portfolio Management – 80%
  • IT – 20%