Posted By
Posted in
Banking & Finance
Job Code
1418783
Analyst support for the advisor/relationship team which will include:
- Generate portfolio reports of clients on monthly basis
- Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation
- Restructuring the portfolio according to changing market dynamics
- Coordinate with operations team on daily basis to execute transactions as per action plan
- Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same.
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Posted By
Posted in
Banking & Finance
Job Code
1418783