Overview
1. Portfolio Management: Assisting portfolio managers/ Sr. advisors in constructing, monitoring, and rebalancing client portfolios. This includes selecting investments that align with client objectives, risk tolerance, and time horizon.
2. Investment Research: Conducting thorough research on various asset classes, such as equities, bonds, mutual funds, and alternative investments. This research helps inform decisions on portfolio allocation and investment strategies.
3. Performance Analysis: Regularly reviewing and analyzing portfolio performance to ensure alignment with client goals. This includes assessing returns, risk metrics, and comparing performance against benchmarks.
4. Client Reporting & Analytics: Preparing detailed reports and presentations for clients that outline the portfolio’s performance, asset allocation, and future recommendations. This also involves communicating complex financial data & analytics in an understandable manner.
5. Market Monitoring: Keeping a close eye on market trends, economic news, and other macroeconomic factors that could impact client portfolios, providing timely recommendations for adjustments.
6. Compliance and Documentation: Ensuring that all investments and transactions comply with regulatory requirements and internal policies. This may include managing risk assessments and maintaining proper documentation for audits.