Assess and carry out trades for client portfolios, funds, and model strategies.
Trade equities, bonds, futures, options, structured notes, ETFs, and more.
Make investments in funds, SMAs, SPVs, VCCs, and other public and private vehicles.
Take part in operations supervision and settlement procedures.
Manage the portfolios of SMA, SPV, structured note, and private fund investments throughout alternatives, fixed income, and stocks.
Develop, implement, and oversee investment plans for our clients while collaborating closely with outside partners, such as regulators, managers, administrators, and custodians.
Manage clients' portfolios. Make sure portfolios fulfill client objectives by proactively investing in tactics that diversify concentrated positions, hedge risks, and capture tax losses.
Oversee and direct client meetings. Produce and evaluate content. Commentary by the author.
Investigate markets, ETFs, stocks...
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