Conducted market research and analysis for clients. Developed and implemented a quantitative trading strategy for the firm. The portfolio included the client’s investment management, portfolio diversification, and risk tolerance.
Managing the portfolio of over 200 client accounts and 5-10 client relationships. The portfolio includes the asset allocation, diversification, and rebalancing of portfolios.
Created and implemented a new client-focused monitoring system for the portfolio of high net worth individuals. This included the development of a proprietary platform to track and monitor the performance of the client.
Investment portfolio. Developed a new product development process for the firm. Also, managed the execution of the firm's equity Edge.
Responsible for the development of new client relationships and the development of new business opportunities. Also, I was responsible for the creation of a comprehensive portfolio of over 200 existing accounts.
Responsible for the development of the global market and economic development strategies. Developed a new business plan for the client.