Portfolio Perfection

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Problem

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• The existing semi-automated asset allocation at a notable investment advisory firm was slow and error-prone, impacting portfolio performance.

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Solution

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• I refined the automation process
• Utilizing machine learning for continuous market analysis and real-time asset allocation suggestions.
• Designing a notification system to alert the investment advisor on their phone regarding allocation adjustments.
• Developing an automated rebalancing system for portfolio realignment upon advisor approval.

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Achievements

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• Boosted portfolio performance by 25% with real-time asset allocation.
• Reduced operational costs by 40% through enhanced automation.

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My Role/Responsibilities

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• Client Relationship
• Automation Deployment
• Workflow Streamlining

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