Client Associates - Portfolio Analyst

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.