Powership Capital Management

<ul><li><p>Oversee and manage day-to-day operational tasks, including client account setup, documentation, and compliance monitoring.</p></li><li><p>Coordinate and track transactions, account funding, and portfolio rebalancing activities for clients.</p></li><li><p>Maintain accurate records of client accounts, ensuring data integrity and compliance with internal policies and regulatory requirements.</p></li><li><p>Interface with custodians, brokers, and third-party service providers to resolve operational issues and ensure smooth workflows.</p></li><li><p>Assist in developing and implementing operational procedures to improve efficiency and accuracy.</p></li></ul><ul><li><p>Conduct financial and market research to support the advisory team in developing investment strategies and recommendations.</p></li></ul>