Brandon Scott
- Role
- Portfolio Manager Co-chief Investment Officer at Bradley Wealth
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Brandon Scott
Welcome to Bradley Wealth, where our mission is driven by a profound sense of purpose. At…
Experience
Portfolio Manager Co-chief Investment Officer
Jan 2019 — Present
Screen for new investment ideas/strategies Manage and oversee the trade flow process by the processing of all trading, cash, and allocation work for mutual funds and exchange traded funds as required by the business with high quality, within trading cut-off times, and within budget according to defined service level metrics while maintaining compliance regulations. Maintain documentation for all work processes and procedures. Make improvement suggestions and adhere to all approved work changes for the team. Provide backup support for all work and project efforts as needed. Ensure execution of all industry and firm specific compliance matters within the team. Act as liaison between Operations support team and trading desk. Ensure accurate and timely implementation of Portfolio Management investment decisions. Implement and document changes to target portfolios. Manage cash positions for client portfolios, liaising with Operations team and broker trading desk. Generate equity trades for client portfolios and submit approved trades to broker trading desks Continually monitor market conditions, performance, benchmarks, and rebalancing accounts to ensure accurate asset allocation Adhere to firm investment policy guidelines for all client portfolios as it relates to order management, reviewing pre and post trade compliance results and resolving all discrepancies and issues as required. Apply sound judgment and ownership in researching and solving elaborate and unique trading and non-trading issues, serving as a single point of contact for clients when necessary. Identify best trading tools to suit client’s style and strategy and deliver unparalleled service to internal stakeholders and firm clients as required. Manage and maintain our Client Portfolio Management System (ASCENT).
Skills
- Cash Flow
- Public Speaking
- Teamwork
- Microsoft Word
- Managerial Finance
- Accounts Receivable
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Stock Market
- Financial Accounting
- Event Planning
- Time Management
- Leadership
- Accounts Payable
- Analysis
- Microsoft Office
- Access
- Microsoft Powerpoint
- Accounting
- Social Media
- Account Reconciliation
- Customer Service
- Budgets
- General Ledger
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