- Execute daily stock market transactions.
- Update investment records in investment software on a daily basis.
- Manage and monitor the family's investment portfolio.
- Prepare stock reports and portfolio performance reports.
- Conduct research on recent investment products.
- Support investment strategy and decision-making.
- Maintain investment-related accounts and reconciliations.
- Utilize AI tools for investment research, report preparation, and data analysis.
- Track macroeconomic trends, interest rates, inflation, sector outlooks, and policy changes.
- Attend investment webinars, seminars, conferences, and industry events to stay updated on market trends, enhance investment knowledge, and provide informed inputs for investment decisions.