Kimberly M. Carlson
Client Operations Analyst
Education

BA, Advertising & Marketing, Columbia College Chicago

Personal

Pinterest addict and positive thinker who enjoys family life, playing tennis, and volunteering

Kimberly M. Carlson

Kimberly (“Kim”) Carlson brings over 20 years of front and back office financial experience to her role as a Client Operations Analyst. She is responsible for operation relationships with the Altair investment managers and custodians. Kim also monitors client transactions daily and prepares reports to track assets under advisement and quarterly/annual billing statements.

Kim joined Altair from J.P. Morgan, where she was a Regulatory Specialist for the Futures and Options Division. Earlier in her career, she worked at the Chicago Mercantile Exchange (CME) as a runner and Front Office Administrator of a futures and options firm. Kim later moved to San Francisco and worked as a Fixed Income Sales Assistant/Associate for UBS Investment Bank.

Kim lives in Geneva, Illinois with her two children.

 

Kimberly's Content