Portfolio advisory analyst
Hi all,
I would like to ask if someone is familiar with what portfolio advisory analysts do day to day in firms like aksia and albourne. Below you may a see a job description of the role. From the description it seems to me that is more of a marketing role than investment.
"Aksia is actively seeking an Analyst to join our Portfolio Advisory team. The Portfolio Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm.
Responsibilities:
Involvement with the process for providing portfolio advice to clients Maintenance and development of firm marketing materials Tracking of firm wide statistics and other relevant information required for RFPs and client requests Collecting, organizing and tracking prospective client information Helping with meeting preparation for both existing and prospective clients, including presentations and other ad-hoc projects Liaising with research, advisory, legal, and client operations teams for the completion of projects Supporting global offices with their marketing initiatives Coordination and planning of marketing-related manager and client events
Qualifications:
Bachelor’s degree required Ability to multi-task / prioritize and manage projects independently Strong writing and verbal communication skills Attentive to detail Strong excel skills Positive attitude Team player Strong work ethic"
Hi tonybaglas, no, I never sleep and so I can respond to any lonely threads (like this one) at all hours of the night. Impressive, I know ;-)
If those topics were completely useless, don't blame me, blame my programmers...
Hi! I know it’s been a while, but would you mind share anything about your interview? Because I also got a interview for the same position. Thanks a lot!
Odit tempora ut dolorem et voluptatem. Nostrum magnam sed et iste ea. Consectetur voluptates voluptatum totam corrupti. Quia dignissimos quod expedita occaecati doloremque veritatis deserunt aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...