• Ensuring investment objectives are reflected across portfolios in scope.
  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team.
  • Coordinating with Portfolio Management on re-balancing of portfolios.
  • Utilizing proprietary risk systems for monitoring portfolio exposures.
  • Assisting in account transitions and cash flow management.
  • Conducting performance and attribution analyses.
  • Responding to ad hoc requests from the Portfolio Management team.