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Investment Management Specialist
Job Description: Role Responsibilities Analyze and understand Merrill and third party research Monitor and respond to market and non-financial current events Effectively navigate proprietary planning and investment management tools Deliver investment management, including but not limited to investment proposal, CRC, etc. Monitor and analyze book pricing internally for FA team Convey pricing to ensure client's understanding of the value of advice and accompanying solutions Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment Monitor and manage client portfolios to align with


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