Potentially stupid question, but w/e: I'm filling out some paperwork and came across a section that asks if I have acted as a fiduciary or employee of a U.S. pension? At my current role, I'm a transactions analyst for a firm whose major LP and closest relationship is a public pension. As someone giving investment recommendations for funds and vehicles that are held by a pension, would this make me a fiduciary and cause me to answer yes to the question despite being a junior employee?
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If you're the most junior person on the team and just following directions from your senior IMO no you're not a fiduciary. Maybe if you were the relationship lead
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