Alexander Meleis
Associate Portfolio Manager
- Role
- Associate Portfolio Manager at Rbc Rochdale
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Alexander Meleis
CFA® and CFP® professional with nearly a decade of experience in portfolio management…
Experience
Associate Portfolio Manager
Jul 2022 — Present · Lake Mary, FL, US
Collaborating closely with senior portfolio managers and senior investment consultants, I help define and recommend strategic asset class allocations for new clients, while also providing guidance on trade executions and portfolio rebalancing for existing clients. I engage in both introductory and ongoing review discussions with clients, fostering strong relationships and providing insights on the economic landscape and its impact on their investment strategies.I manage a diverse book of business, overseeing detailed analysis of client portfolios and segment performance. My role involves monitoring portfolios for any deviations from the established strategy and offering proactive investment recommendations. I also prepare and review comprehensive portfolio reports, including risk/return analysis, ensuring clients remain aligned with their financial goals.In addition, I execute securities transactions to align portfolios with strategic asset allocations, taking into account client mandates, liquidity needs, firm-wide strategy shifts, and routine portfolio rebalancing. I carefully assess tax implications and client-specific restrictions to determine the appropriateness of macro-level investment decisions at the individual account level. My work also involves cross-functional collaboration with teams across technology, strategy, operations, and trading to continuously enhance processes and optimize client outcomes.
Education
Western Governors University
Master of Business Administration - MBA
University of Central Florida
Bachelor of Science in Business Administration
Maharishi University of Management
The Transcedental Meditation Program
University of Central Florida
Bachelor of Science - BS
Skills
- Afaa Certified Personal Trainer
- Customer Service
- Communication
- Microsoft Word
- Data Entry
- Cpr Certified
- Social Media
- Leadership
- Microsoft Excel
- Hospitality
- Public Speaking
- Teamwork
- Marketing
- Critical Thinking
- Management
- Microsoft Office
- Sales
- Telephone Skills
- Customer Support
- Food
- Time Management
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