Tigress Financial Partners
Responsibilities mayinclude: Helping create customized financial strategies and investment portfolios Providing research and analysis, and assisting with product development Understanding and defining client investment objectives Analyzing data, processes and products Identifying weaknesses, gaps and opportunities for improvement Developing business acumen and understanding of the markets Attending meetings with family offices and high net worth individuals Participating in meetings with Fund Wholesales on Offshore Products like Nuveen Invesco LeggMason Schroders MFSMeridian JPMorgan Blackrock Oppenheimer Knighthead FranklinTempleton Reviewing the firms “Written SupervisoryProcedures” pertaining to Global WealthManagement Obtaining an introduction to Series 7licensing
