Portfolio assistant vs branch manager

Differences between portfolio assistant and 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.

Branch manager example responsibilities.

• Manage and coordinate a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations are met.
• Warehouse operations plus office duties, A/P, A/R.
• Support A/R, A/P, and provide data analyzation from 12 branches to assist with annual budgeting projections/forecasting.
• Provide leadership for sales, customer service, operations, compliance, and ethics as branch manager of an in-store branch.
• Educate staff in areas of bank secrecy, bank regulations, and internal audit policy.
• Train agents and managers using office generate PowerPoint presentations, company flip charts and training videos.
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