Portfolio assistant vs collections manager

Differences between portfolio assistant and collections 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.

Collections manager example responsibilities.

• Achieve 182 FTE save, and annual net saving of $2.8MM
• Manage Medicaid accounts in effort to receive payment from them.
• Manage self pay and Medicaid pending collections throughout the southeast region.
• Organize the managed care effort to ensure that patients are not accept from incorrect PPO's and HMO's.
• Create and implement new quantitative process to achieve corporate DSO targets that determines monthly cash collection targets by business unit.
• Achieve historical low of six percent in A/R over 30 days past due and reduction of DSO to 53 days.
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