Обязанности и достижения:
· Maintain a monitoring system for the model portfolio and stock universe which include Bloomberg terminal, stock files, and spreadsheets (stock list, portfolio ratio analyzer, official names list, stock split list, stock screening, computation of returns, etc).
· Miscellaneous research requests via financial planning division of Henssler.
· Maintain research module of web based client service dubbed Henssler Advice.
· Maintain a thorough knowledge of the financial markets and current trends in the economy including media event presentation prep work.
· Monthly review for asset allocation rebalancing, error control, distributions, and potential marketing ideas.
· Assist professionals within the company who maintain thorough knowledge of stocks that make up assigned industries for both model and universe portfolios to include research reports.