- Oversight of model portfolios, including dashboards, risk monitoring and other reports.
- Analysis of whole of market fund data set (n=44k) to identify funds that match our target asset allocation and other selection criteria (fees, risk, performance, etc.)
- Detailed due diligence of potential funds and recommendation of most suitable funds for each asset class.
- Internal expert of fund data, asset allocation models and other relevant data and analytical tools.
- Can effectively communicate explanations of investment decisions and investment topics for an external audience of consumers who are not financially sophisticated