Opportunity Description
Key Responsibilities
- Assess and carry out trades for client portfolios, funds, and model strategies.
- Trade equities, bonds, futures, options, structured notes, ETFs, and more.
- Make investments in funds, SMAs, SPVs, VCCs, and other public and private vehicles.
- Take part in operations supervision and settlement procedures.
- Manage the portfolios of SMA, SPV, structured note, and private fund investments throughout alternatives, fixed income, and stocks.
- Develop, implement, and oversee investment plans for our clients while collaborating closely with outside partners, such as regulators, managers, administrators, and custodians.
- Manage clients' portfolios. Make sure portfolios fulfill client objectives by proactively investing in tactics that diversify concentrated positions, hedge risks, and capture tax losses.
- Oversee and direct client meetings. Produce and evaluate content. Commentary by the author. <...
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