reconciliation, analysis and preparation of data. Data interrogation and analysis. Develop an understanding to successfully manage a suit of portfolios. Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis and provide support to the Portfolio Management team. of sensitive client data. Deals with large quantities of portfolio and market data. Understanding of portfolio
Conduct regular audits and risk assessments. Provide training and support to team members on compliance
Conduct regular audits and risk assessments. Provide training and support to team members on compliance
regular audits and risk assessments.
Identify and escalate issues to supervisors. Provide product and service information to customers Matric
Identify and escalate issues to supervisors. Provide product and service information to customers Matric
brand awareness through word-of-mouth marketing provide feedback and insight on new products/services The
and nurture relationships with key partners, providing feedback to the Board of Trustees and engaging in conflict management, business acumen, and providing expert advice on strategic initiatives. We want
professional relationships with investors, service providers and hedge fund manager clients.