The Middle Office Operations Group supports this business, performing these primary functions: (a) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, (b) implementing portfolio trades for discretionary strategies, (c) ensuring the accuracy of investment data used within the portfolio implementation applications, and (d) overseeing the broader Operations team in their support of the Managed Accounts Group’s strategies and portfolios. While the Middle Office Operations Group resides within the Operations organization, it is tightly integrated with the Front Office Portfolio Managers and Product Specialists.
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