The portfolio management groups are responsible for managing client portfolios and trading across three disciplines: fixed income, derivatives and equities.
Portfolio Management Analysts provide support to senior personnel and decision makers in the respective portfolio management group, including performing portfolio analysis, index comparisons, security level and product analysis, guideline compliance and other analytical tasks. Secondarily, they provide logistical and administrative support and frequently work on special projects. Over time, increasing levels of independence, decision making responsibility and interaction with broker-dealers is common.
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