Mike Adeleke
Portfolio Manager Assistant at Bank of America US Trust Private Wealth Management
- Role
- Portfolio Manager Assistant at U.S. Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager Assistant
Feb 2017 — Present · Chicago, IL, US
Responsible for reviewing the accounts of 5-7 Portfolio Managers in order to verify correct asset allocation of approximately $10 million monthly- Analyze accounts with excess capital to recommend methods that balance portfolios while abiding by specific investment objectives- Generate an annual mandatory fiduciary Investment Policy Statement for client accounts and assess detailed client portfolios to summarize implementation of various financial plans.
Skills
- Small Business Development
- Networking
- Strategic Planning
- Access
- Financial Modeling
- Information Systems
- Leadership
- Venture Capital
- Data Analysis
- Public Speaking
- Training
- Risk Management
- Microsoft Office
- Sales
- Microsoft Word
- Value Investing
- Css
- Html
- Portfolio Management
- Start-Ups
- Process Improvement
- Photoshop
- Analytics
- Ruby on Rails
- Social Media Marketing
- Microsoft Excel
- Business Process Management
- Financial Analysis
- Information Technology
- Business Planning
- Product Development
- Time Management
- Entrepreneurship
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