•Provide diagnostic reports to client services for potential clients. Diagnostic reports consist of a thorough report detailing the holdings of a potential client and a breakdown of those holdings into various accounts. Accounts can be taxable or tax- exempt and holdings can consist of stocks, mutual funds, bonds, and cash, along with any other type of holding that are relevant.
•Fix performance issues within the internal system that are provided by coworkers, often relating to false information. Additionally, find the cause of these issues and attempt to create solutions to fix future occurrences.
•Create reports that will take a current client’s holdings and predict future returns using a web-based software. Inputs can include, duration of report, gross or net returns, frequency of returns, tax-status, inflation, and comparisons o stock indices.