Develop and maintain efficient relationship with investment departments and ensure compliance to all policies and laws.
Monitor all investments for organization and ensure efficiency in working.
Analyze all client requirements and determine appropriate investment strategies for organization and develop investment team to handle all work of organization.
Provide expert knowledge on all investment and financial activities for project, manage project portfolio and evaluate efficient working of staff.
Review all performance of investment portfolio and prepare required report for management in accordance to company policies.
Provide an interface with Investment Committee and recommend new and changes to existing investment policies and submit it for approval.
Develop and maintain knowledge on all market securities plans and manage all portfolio management products.
Prepare and submit all client reports to clients and management as per requirement.
Hire and train all employees in investment activities, evaluate performance and resolve all issues in same.