As Commercial Portfolio Managers, we meet with the company’s CEO and managers to determine their needs, asset preferences, and risk tolerance to create an appropriately diversified portfolio to limit their risk exposure. We also work with the client’s accounting department to understand the company’s current cash flow, assets, and liabilities, and coordinate with the sales/marketing department to assess the company’s future income and cash flow. We study each investment and focus on the latest market trends, as well as geopolitical swings and determine how they will impact each asset within the portfolio.
Core tasks:
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