PORTFOLIO PERFORMANCE MANAGER

Monitor and report portfolio performance:

- Track and report portfolio performance to clients or management

- Ensure reporting is accurate, timely, and meets client or regulatory requirements

- Provide regular performance updates and attribution analysis

Analyze portfolio risks:

- Identify and assess portfolio risks (e.g., market, credit, liquidity)

- Analyze performance drivers and attribution to understand outcomes

- Assess portfolio alignment with client goals and risk tolerance

Optimize portfolio strategies:

- Adjust portfolio strategies based on performance and market conditions

- Consider rebalancing, hedging, or other optimization techniques

- Collaborate with investment teams to implement strategy changes

Provide performance insights:

- Share insights on portfolio performance, risks, and positioning

- Provide recommendations for portfolio adjustments or improvements

- Communicate complex concepts clearly to stakeholders