John Moore Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca

• Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.• Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints. • Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds. • Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions. • Handle trade order entry for portfolio transactions, and administration of custody account trades and performance. • Reg. 9 meeting preparation, review exceptions and recommend strategy to resolve exceptions. • Prepare meeting materials; generate research materials - proprietary, economic commentary and Bloomberg etc. as needed for client and prospect meetings. • Respond to client requests when PMs are out of office. • Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team.