Hi L***z, I hope you’re doing well. I came across your profile and was impressed by your extensive track record,particularly your investment risk controls at F***a, your advisory work at O***s and W***w, and your recent MBA from P***y in New York. I’m J***e, an HR Recruiter at StrategyBrain, and I’m partnering with H***s on a search for their Head of Investment Advisory and Strategy. Given your background in portfolio construction, risk governance and guiding clients toward long-term goals, I believe this role could be an excellent fit. Would you be interested in learning more about this opportunity? I’d love to share additional details and hear about your career aspirations. Best regards, J***e

Hi L***z, Great to hear you’re interested. At a high level, this Head of Investment Advisory & Strategy role will involve developing and implementing our multi-asset investment policies, leading a team of analysts and risk specialists, overseeing portfolio construction and reporting to senior leadership, and driving our business development efforts with high-net-worth clients. I’d love to dive deeper on team objectives and responsibilities,would you be available for a 30-minute call? I’m free: • Wednesday 10:00,12:00 BRT • Thursday 14:00,16:00 BRT If those slots don’t work, please share your availability and I’ll do my best to accommodate. Looking forward to our conversation! Best, J***e

Hi L***z, Great,Wednesday at 10:30 BRT is confirmed. I’ll send over a calendar invite with the video-call details shortly. In the meantime, here’s a brief overview of H***s and the Head of Investment Advisory & Strategy role: 1. Company & Culture • A mid-sized, independent wealth management firm known for its collaborative culture, rigorous risk governance and client-centric approach. • We partner closely with high-net-worth clients and private pension plans, delivering tailored, innovative multi-asset solutions. 2. Role Highlights • Develop and implement a robust, centralized investment policy framework across fixed income, equities and alternatives,streamlining manual reconciliations through our advanced portfolio management system and reconciliation tools. • Lead and mentor a team of investment analysts and risk specialists, ensuring best-in-class governance, compliance and performance reporting to senior leadership and the investment committee. • Oversee portfolio construction, asset allocation and strategic insights, blending quantitative models with fundamental research to scale our multi-asset strategies. • Own client advisory mandates,designing bespoke financial plans and guiding HNW individuals toward long-term goals. • Drive business development initiatives and partnerships to expand our advisory platform and market presence. 3. Growth & Resources • This is a senior leadership post with direct exposure to the C-suite and investment committee, offering a clear path to a Director-level role. • You’ll have full support from our operations, compliance and tech teams, plus access to professional development budgets, industry events and certifications. 4. Compensation & Benefits • Competitive base salary, performance bonus, long-term incentives and comprehensive health coverage. • Flexible work arrangements and a strong focus on work-life balance. Looking forward to diving deeper into how we streamline processes and scale multi-asset strategies at H***l. Please let me know if you’d like any additional details before our call. Best regards, J***e HR Recruiter, StrategyBrain for H***s

Hi L***z, Great questions. Here’s a bit more color: 1. Team Structure & Reporting - You would lead a team of four investment analysts and two dedicated risk specialists, all of whom handle daily research, modelling, risk monitoring and performance oversight. - You’ll report directly to our Chief Investment Officer, with regular touchpoints with the CEO and quarterly presentations to the Investment Committee. 2. Platforms & Tools - We run a cloud-based portfolio management system that manages the full trade lifecycle and includes an automated reconciliation engine for positions, cash and corporate actions. - That backbone is complemented by our in-house reporting dashboards and industry-standard analytics/data feeds (e.g. B***g and F***t) to streamline performance reporting, stress-testing and compliance checks. Looking forward to walking you through the live systems on Wednesday’s call. Let me know if there’s anything else you’d like ahead of time. Best, J***e

Hi L***z, Good questions,here’s a bit more color ahead of Wednesday: 1. Cloud-based PMS & Reconciliation Flexibility • We run a leading cloud-native portfolio management system with a built-in, automated reconciliation engine that covers positions, cash and corporate actions. • It’s highly configurable: you can define custom matching rules, set tolerance thresholds, incorporate manual overrides and even script bespoke workflows via our API. Our Ops/Tech team partners closely to spin up new rules quickly. 2. Analyst & Risk Specialist Interaction • Our six-member investment team operates as one integrated unit. Risk specialists are embedded directly in the portfolio workflow,they join daily stand-ups, collaborate on trade approvals, run parallel stress-tests and feed insights back to the analysts in real time. • Rather than working in silos, they sit “next to” the analysts: joint research sessions, co-ownership of performance reports and unified governance around every portfolio decision. Looking forward to showing you the live system on Wednesday at 10:30 BRT. If you have any specific reconciliation scenarios or rule-customization examples you’d like us to demo, just let me know. Best, J***e

Hi L***z, We currently leverage A***r as our cloud-native PMS. Its RESTful API lets us define bespoke reconciliation rules via JSON configurations and embed Python scripts for custom matching logic, dynamic tolerance thresholds and automated overrides. Our Ops/Tech team typically implements new rules within a day. On the risk side, A***r’s engine flags exceptions in real time and pushes alerts automatically into our dedicated S***k channels and email queues. Our risk specialists pick these up instantly, conduct an initial triage in-system, then escalate medium- and high-severity issues through a predefined workflow,notifications to the CIO and the Investment Committee for critical breaches. I’d be happy to demo rule creation, reconciliation scripts and the live alert-escalation workflow during our Wednesday call. Let me know if there’s a particular scenario you’d like us to walk through. Looking forward to it! Best regards, J***e