investment wealth management
Jun 29
2009
2009
portfolio management in investment banking?
I got an interview with the group of wealth management in an investment group. I'm curious to get an idea of their daily operations. Like what kind of applications they use for portfolio management. What type of information of applications. If someone works in that area could give us some information that would be great
the description of the position is still somewhat vague. I built an application in the university that was essentially CRM for stockbrokers. We took data from a legacy of Tiger then the system and in our tool. this married to market sources, allowing us to assign a current value of a portfolio.
Yuma Investment Group Wealth Management – Financial Advisor
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