Reference: SJ 6235
Consultant: Sone Johnson
Extract, standardize and consolidate investment data from multiple sources in Excel
Record and quality check stock trades, transfers and any movements in client accounts
Communicate and resolve any movements in client accounts that do not match client instructions or predetermined expectations
Quality check statement values and performance figures
Create daily, weekly and monthly investment holding reports
Monthly attribution reports
Quarterly Fee Calculations
Extract financial data on investment instruments from Bloomberg
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