Provide basic support to wealth advisors and credit support, advising the current positions of client’s account, loan positions and rebalancing of client’s portfolio.
Prepare and present investment recommendations, credit papers and portfolio updates to CCAM’s Investment Committee, senior management and relevant governance forums
Perform regular investment risk analysis, including, but not limited to, derivative sensitivities such as Greeks and DV01, tracking error analysis, collateral sufficiency, liquidity risk, Value-at-Risk and credit risk.