Posted By
Posted in
Banking & Finance
Job Code
1212958
- Monitoring market trends to determine potential changes in the composition of the fund's holdings to ensure that they remain consistent with its stated investment objectives
- Reviewing financial statements and other company documentation to determine the viability of potential investments
- Evaluating potential investments based on historical performance and current market conditions to determine their risk level
- Communicating with clients regarding the status of their accounts, including providing account statements and other communications regarding the fund's performance
- Monitoring changes in legislation that may affect mutual funds or their customers
- Recommending changes to fund holdings based on research and analysis
- Analyzing a company's financial condition, growth potential, and risk factors to determine whether it is a good investment for the fund
- Oversee a team of analysts and traders responsible for the day-to-day management of mutual fund portfolios
- Selecting specific stocks to purchase based on the fund's investment objectives and risk tolerance
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Posted By
Posted in
Banking & Finance
Job Code
1212958