As Portfolio Managers, we provide a customized investment policy statement for each client. We buy and sell securities in a client account to carry out a specific investment or reach an investment objective. We also maintain new and existing client relationships by informing clients of market conditions, updating them on investment research and recent economic trends, and meeting with them to discuss their portfolio performance and update their investment objectives. We evaluate the portfolios' performance and ensure compliance with regulatory organizations' standards, investor disclosure, anti-money laundering requirements, and anti-fraud measures.
Core tasks:
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