Monitor client portfolios, rebalance as needed, communicate updates to clients,and participate in client update calls
Conduct detailed investment analysis on individual securities, funds, private investments, and client-specific exposures
Monitor and track investments across asset classes, ensuring proper execution and compliance across multiple custodians and jurisdictions […]
Prepare investment reports and presentations for internal reviews and client discussions
Participate in investment research, staying up to date on macroeconomic trends,financial markets, and emerging investment opportunities
Support...