Roles

Portfolio Manager

Responsible for leadership and overall investment strategy of portfolio. This includes analysis, industry discussion, presentations, and dealing with the board on other matters.

Vice President

Responsible for news and assisting the PM in leadership duties. The VP also works on analysis and investment related duties, but his/her primary function is to help analysts reach the expectations set by the PM.

Analyst

Responsible for equity research and investment idea generation. Analysts put together presentations and develop the analysis for the industry leaders to review and discuss at weekly meetings.