Functioning as Investment Specialists, we are responsible for maintaining the approved stocks in mutual funds of the company. We provide constant support to the businesses in achieving the desired investment goals as quickly as possible. We spread the federal and state laws awareness to ensure that all the actions have been performed in accordance with the official regulations and company’s quality standards. Being Investment Specialists, we are accountable for reviewing the accounts pre-order to ensure that they meet the desired intent and objectives. We find out new strategies for improving the business development functions and activities in the market areas. We also provide recommendations and outsourcing strategies and methodologies.
Core tasks:
- providing investment support
- preparing departmental presentation requests
- implementing innovative investment strategies
- identifying the customer investment needs
- performing other duties as assigned