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Assistant Portfolio Manager Responsibilities and Duties

Develop new portfolio management strategies to maximize investments.

Perform stock analysis and select.

Perform portfolio construction and allocate.

Review and assess asset management strategies.

Assist and support sales team in raising new assets.

Perform analysis of credit policies.

Implement a financial system for tracking commercial loan portfolio.

Collect and analyze financial statements and make reports.

Assess and evaluate credit requests, problem credits and underwriting structures.

Identify and assess financial condition, operating trends and profitability.


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