Conduct financial analysis and presentations to help clients understand their investment strategy and risk tolerance. Create and maintain a comprehensive financial planning process.
Analyzed financial reports, asset allocation, and portfolio performance to determine the best fit for the client’s portfolios.
Conduct financial modeling and investment analyses to determine the best options for clients' portfolios and their financial goals. Provide recommendations on asset allocation, insurance coverage, and net worth.
Build and maintain client relationships and develop new business opportunities through the use of a variety of investment products including mutual funds, ETFs, and separately managed accounts.
Analyzed financial markets and market trends to determine appropriate pricing strategies and made recommendations for changes in the marketplace. Assisted in the development of new and existing products and services.
Create and implement marketing strategies to include asset allocation, asset allocation, and financial services, including 401K, 403b, and 529 plans.
Provide financial analysis to clients on a daily basis to ensure the accuracy of the trading and forecasting of the portfolio.
Work with sales, account management, and forecasting to develop and implement new pricing strategies and client relationships. Manage and provide support to the team.
Perform daily portfolio reconciliations for all client portfolios to ensure accuracy of the portfolio and provide a high level of customer service to the client.
Provide portfolio reporting and attribution for fixed income and equity portfolios. Analyze and report on the performance of the client.
Manage the portfolio of the firm and provide support for the monthly and quarterly account reconciliations. This includes the creation of a new model to track the performance of the client.
Create and maintain a trend report for the client to identify and analyze trends in the market. This includes the creation of a new model to predict the impact of the changes in the market.