and updated Check all compliance paperwork is present Preparation of recommendations Identify/obtain
and updated Check all compliance paperwork is present Preparation of recommendations Identify/obtain
the Portfolio Managers • Client report back presentation generation and checking • Communication with Interpretation and analysis of report results Be able to present internally and externally • Aid in improving processes
the Portfolio Managers • Client report back presentation generation and checking • Communication with Interpretation and analysis of report results Be able to present internally and externally • Aid in improving processes