Incorporate model portfolio strategies by analyzing investment and securities managers.
Present on sustaining investment decision and core strategies’ performance.
Review current bond portfolio with Head of Research & Portfolio Management.
Review and suggest on exposures to industries.
Monitor current bond portfolio with portfolio managers and Head of Research.
Assign and rate high yield credits and investment grades effectively.
Review quarterly portfolio and write research reports on industries or issuers.
Manage research contacts through rating agency analysts.
Recommend purchase or sale of corporate bonds to investment portfolio managers.
Determine investment goals and analyze client financial status.
Design and execute asset allocation programs as per company investment policy guidelines.
Conduct investment account reviews to confirm client goals’ alignment periodically.
Involve investment performance, portfolio decisions and investment strategy in client communication.
Support presentation and sales teams on sophisticated prospects.
Develop licensed platform employees through coaching and interaction.