Responsibilities
- Conduct research and evaluate external investment managers to assess suitability.
- Carry out periodic searches for investment managers across various asset types and structures.
- Reach out to fund and management firms to obtain current strategy and performance data.
- Deliver analysis and proposed actions to senior investment and wealth management committees.
- Construct optimized portfolio models aligned with diverse risk and return goals.
- Maintain detailed records of evaluations to support regulatory compliance and audits.
- Share relevant portfolio and manager details with field-based Portfolio Managers.
- Analyze non-approved assets transferred into new accounts as in-kind contributions.
- Conduct yearly assessments of non-approved assets to determine ongoing appropriateness.
Work Arrangement
On-site
