The portfolio analysis and solutions team provides portfolio construction and risk consulting services to help clients build efficient portfolios that can meet their objectives. My day to day responsibilities include running analysis on portfolios and preparing presentations for client engagements, thought pieces and educational campaigns.
I'm 3 months into my first rotation in Client Business. The job varies a lot day-to-day and I enjoy this variety! My manager is super helpful, even thorugh the transition to WFH. I work in the COO function within client busienss which is the busienss management side. This role supports and works with the institutional and wealth side of distribution which has been a great learning experience.
