Symmetry Partners Llc Work Values

Daily Duties at Symmetry Partners Llc:

1. Financial Advisor Services: directly worked with the advisors in analyzing investment options and promoted Symmetry's investment products in client's portfolio construction; Composed periodic market commentary and research papers to help advisors to address the market sensitive topics; Conducted periodic advsior education seminar; Worked together with Sales and Marketing in developing marketing materials and any promotional effort in increasing sales in key investment products. 2. Developed a thorough understanding of the firm's key investment products and manage the investment portfolio, include: designed and maintained the investment evaluation model, workflow processm, and the reporting systems for two key investment products; determine the monthly portfolio allocations based on the proprietary investment strategy; communicated the decision of portfolio allocations and trading to both internal and external platform; performed the investment performance review on GlobalCore ETFs and Structured Global portfolios. 3. Managed special projects on both the firm's and the individual departmental level, e.g. Designed a financial simulation model to minimize the trading cost of the GlobalCore ETFs portfolio. Developing a new fixed-income investment products, single-state municipal bond portfolio; qantified the cost burden of the firm's small account program and recommended business solutions for the senior management's decision making. 4. Conducted market research and authored numerous research and investment analysis papers. e.g. "Did Diversification fail in 'Loss Decade'?" (2010) and "Muni Fund Analysis" (2011).

What they like about Symmetry Partners Llc:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

client relationship management, project management, advance financial software skill, data analysis & computation, Asset Pricing, investment portfolio analysis, Bloomberg, Thompson Equity 1, Reuters, @Risk, SAS EM 9.0, Morningstar Principia, Morningstar Office, Zephyr, Foxpro, S and P Netvantage, Thompson One Banker, Valueline Investment Database

Skills

P&L responsibilities, Presentation, Software Implementation, Investment Analysis, Advance Financial Softwares, Client Relationship Management

These are some of the questions we asked our climbers about their experiences with Symmetry Partners Llc: