Main Responsibilities of a Portfolio Manager at a Registered Investment Advisor
Alexis's wide-ranging responsibilities as COO/Portfolio Manager encompass "most of the back office," including trade execution and client service, demonstrating a multifaceted role. This also includes media appearances, discussing topics from "personal finance" to market trends, showcasing expertise beyond operational management.
Financial Operations, Media Relations, Investment Management, Client Services, Research
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Manages back-office operations, including trade processing and client support
2. Engages in media appearances to discuss personal finance and market trends
3. Conducts research and performs other daily operational tasks
Transcript
What are your main responsibilities within your current role?
I have a pretty wide range of responsibilities. I take care of most of our back office, anything from putting up trades, doing trade tickets, to keeping track of day-to-day needs for clients and for the fund.
Part of my role involves media appearances. I'm often interviewed on different networks, talking about personal finance and general stock market moves.
I also contribute to research and handle other day-to-day operations.
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