Portfolio Analyst

Consult with clients to develop investment objectives, provides advice and guidance to customers.

Manage bond and equity portfolios to maximize investment returns commensurate with an acceptable level of risk.

Conduct grass roots surveys of industry-specific domestic and international players.

Analyze macroeconomic and industry data, source, and map market research to assess and describe current and long-term trends.

Conduct/compile financial statement analysis and forecasts for use in company updates and recommendations to clients.