Zaid Mango

-Assist in portfolio analysis and monitor financial markets using Bloomberg Terminal.
-Prepare investment proposals, reports, and advisory documentation for clients.
-Execute client investment transactions in full compliance with internal policies and regulations.
-Maintain accurate and well-organized investment records and documentation.
-Support client onboarding processes, including suitability assessments.
-Provide clients with timely market updates and insights.
-Collaborate with investment specialists to implement tailored client strategies.