Worked with investment managers to create portfolio proposals to new clients. Assisted with reviews of Portfolios across global equities, funds and fixed incomes. Commenting on the appropriateness of the investments in the portfolio and suggesting suitable changes to be made. Analysed fund-based portfolio from external providers to see what the true portfolio constituents were and then suggested what changes could be made to better diversify the portfolio.Acted as an intermediary between clients and Investment managers.