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The investment analyst takes on an advisory role and acts as a contact person with his immediate superiors in matters of investment management (“Middle office”). He makes sure that investment and matching are compatible with the norms and establishes results along with explanations of gaps between the initial budget predictions or the market.
The portfolio manager makes sure that investments have a reasonable risk / return and that they are adequate to support profit and matching requirements of engagements for the ensured or for the company’s retirement plan.