What are the responsibilities and job description for the Wealth Management Leader position at Suat Merdan?
Key Responsibilities
- Ensure consistent review of performance results at various levels: securities, segments, and total portfolios on a monthly, quarterly, and ad hoc basis – managing a team of resources dedicated to this task.
- Provide leadership and guidance to a team of Investment Performance professionals.
- Face off with Clients to answer any questions and provide new enhanced solutions if needed by the Client.
- Recommend best practices for data quality and share information on existing issues impacting investment performance results.
- Ensure Investment Performance Analysts calculate turnover and an Internal Rate of Return for a single portfolio or an aggregation of portfolios on a monthly, quarterly, and ad hoc basis.
