ASSISTANT PORTFOLIO MANAGER (Chase Private Bank): 1999 - 2000
Supported all aspects of portfolio management for High Net Worth equity and balanced clients.
Provided performance attribution, account reconciliation, trade order interfacing and general client service.
Contributed toward stock selection and allocation decisions in accordance with client-specific mandates.
Prepared quantitative and qualitative portfolio analysis for internal evaluation and client presentation.
Served as primary contact for client inquiries and requests.
PERFORMANCE ANALYST (Chase Asset Management & The Portfolio group [a Chemical Bank subsidiary] ): 1994 - 1999
Computed, reconciled and analyzed performance on approximately 1,000 managed portfolios and respective composites.
Analyzed relative performance, risk and correlation factors of managed and model portfolios, composites and benchmarks.
Interfaced with the Trading and Administration Departments regarding the reconciliation of portfolio accounting, corporate action and trade break issues affecting data integrity.
Initiated and ensured the adherence of AIMR performance calculation and reporting standards and guidelines.
Supported Equity Portfolio Management team with rudimentary fundamental analysis efforts.
Maintained and enhanced database of earnings based and valuation based metrics of firm-wide equity investments.
Provided screening function for potential investment candidates.
Maintained model portfolios based on assorted strategic criteria.... 
Posted @ 02:33PM, October 04, 2007
by Mike Richman | Permalink
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