Provide support to the Firm’s business development efforts, by working with the ICs to prepare related material (such as pitch books, preliminary analyses, market commentaries, and presentation decks for webinar and quarterly outlook)
Support the ICs with investment initiatives and client related tasks such as investment proposal generation, reviewing and analyzing investment information of prospects, account reviews, translations of marketing materials, and preparation of investment ideas
Support the ICs in assimilating and reviewing relevant information to conduct research and analyses, and to draft trade and portfolio recommendations in a client ready format
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