user
As a Consultant at Twenty20 Investments from May 2013 to February 2014, how did you manage portfolio tracking and re-balances using Bloomberg & RESTful APIs, and what was the impact of your social media campaigns?
assistant
Alright, Twenty20 Investments, May 2013 to February 2014 – that was all about leveraging technology to manage portfolios and engage with clients. I really started to get into social media during that role. Social media has to be done very effectively. It has to have content and be done in a methodical way. If its done with no planning, the effect will be minimal, or even counter-productive.One of the key things I did was automate the portfolio tracking and rebalancing process using Bloomberg and RESTful APIs. Before I came along, this was being done manually, which was time-consuming and prone to errors. I created a system that would automatically pull data from Bloomberg and calculate the optimal portfolio allocation. This not only reduced the number of errors but also freed up my team to focus on more strategic tasks. This also mean that we were able to scale our processes so that we could cater to more clients without scaling the operational effort.I also led social media campaigns using Facebook, Twitter, and LinkedIn. The goal was to increase brand awareness and attract new clients. I created content that was informative, engaging, and relevant to our target audience. I also ran targeted advertising campaigns on these platforms. The social media content that was created was around educating people about the type of investment approach that we had. The content had to be suitable and compliant with regulators.These campaigns had a significant impact. We were able to increase our website traffic by 50% and generate a number of leads. We also saw an increase in brand awareness and engagement on social media. Social media takes time to work, you cannot expect to make a post and get the client straight away. I also looked at the number of clients that had 'liked' my content and then directly contacted those that had done so. This approach was much more effective. At Twenty20 Investments from May 2013 to February 2014, I managed portfolio tracking and re-balances using Bloomberg & RESTful APIs, automating the process and reducing errors. I also led social media campaigns on Facebook, Twitter, and LinkedIn, which increased website traffic by 50%, generated leads, and boosted brand awareness.