- Conduct research and analysis on a wide range of investment opportunities, including equities, fixed income, and alternative investments.- Develop and implement investment models that align with clients' risk profiles and investment objectives.- Review, monitor, and evaluate the performance of client portfolios on an ongoing basis, and make adjustments as needed to ensure that they remain consistent with clients' investment goals.- Communicate with advisors and clients to provide updates on portfolio performance, market trends, and investment opportunities.- Execute trades for all accounts.- Work with the client service department to streamline processes and conduct any necessary training.- Streamline and automate internal operational processes for the firm- Maintain and improve firm technology platforms such as Tamarac CRM, Reporting, and Morningstar Direct.