Portfolio assistant vs assistant branch manager

Differences between portfolio assistant and assistant branch manager duties and responsibilities

Portfolio assistant example responsibilities.

• Block trade domestic equities for international mutual fund as well as separately manage accounts.
• Support trade confirmation and securities position reconciliation with custody.
• Utilize Bloomberg to provide portfolio attribution analysis for a client presentation.
• Analyze market conditions, macroeconomic trends, legislation affecting eligible securities, and other investments parameters.
• Negotiate & administer service contracts, select contractors and suppliers, provide quality- control oversight and, implementation of cost-containment initiatives.
• Deliver a global macro and fundamental factor analysis template to expand asset class management functionality to both style and sectors.

Assistant branch manager example responsibilities.

• Manage the treasury internal control, internal audit, and external audit quarterly reviews.
• Manage LTO's, review and approve all credits and assist with collections and A/R.
• Manage the daily production operations and quality control; ensure that processes are in compliance with OSHA and company standards.
• Negotiate service agreements for managing refrigeration and HVAC costs and prepare quoted work estimates.
• Maintain existing customer relationships and develop new contacts through networking, cross-selling opportunities, and referrals.
• Construct and maintain reporting system to assure HCS, HACCP, JACHO, and OSHA standard where maintain.
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