Portfolio Management Intern
Current- Responsible for organizing fixed income and equity research needed for the portfolio management team, which allows portfolio management team to prioritize asset allocation decisions for the team’s clients.- Research over 300 client accounts to determine overweight allocations in specific sectors, resulting in management team being able to establish which tax share lots to apply when rebalancing client allocations.- Monitor the amount of volatility in specific fixed income and equity portfolios, resulting in management team determining portfolios with higher volatility risk and how to decrease that risk.- Learned tax ramifications of different investments to better understand tax efficiency and net after-tax portfolio returns.- Organize 529k education portfolios for clients by specific age groups, thereby assisting management team in determining which years funds would need to be made available for clients to pay for college tuition. Each age group has a different portfolio strategy.
