Officer Descriptions

Section Two: President

Description of Title: This individual will be the leader of the Seidman Investment Portfolio Organization by communicating well with others, and can delegate duties. The President is an individual who is accountable for the organization’s actions and is responsible for the betterment of the organization.

6.2.1 Preside at all meetings of Seidman Investment Portfolio Organization.

6.2.2 Create an agenda and plan for the organization.

6.2.3 Decision making on all large monetary decisions dealing with our portfolio and bank accounts.

6.2.4 Preside at all Executive Board meetings and oversee the members of the Executive Board. He/She is responsible for registering and fulfilling the requirements of the Seidman Investment Portfolio Organization, Grand Valley State University, and the Seidman College of Business to stay an active and registered student organization.

6.2.5 Keep eye on the broad picture of growth and betterment of the organization.

Section Three: Vice President of Operations

Description of Title: This individual will be responsible for working closely with the President on the future of the organization in event planning. He/she will also be responsible for community relations and fundraising efforts.

6.3.1 Perform the duties of the President in his/her absence.

6.3.2 Attend all meetings and Executive Board meetings. Assist the President with the organization, planning, and running of the Seidman Investment Portfolio Organization.

6.3.3 Plan and implement all fundraising efforts (i.e. golf outing, restaurants, and/or sponsorships)

6.3.4 Plan and implement community service events (i.e. group outings, membership requirements, and respond via email to member inquiries)

6.4.5 Provide a written report to the President stating goals and accomplishments at the end of each semester.

Section Four: Vice President of Portfolio Management

Description of Title: This individual will be the guru of financial markets and economics. He/she will understand the macro perspective of our portfolio and lead the portfolio to growth.

6.4.1 Continually monitor portfolio performance (i.e. risk, return, and/or asset allocation).

6.4.2 Meet and discuss portfolio performance three times a semester with respective Portfolio Managers and President to determine outlook and growth.

6.4.3 Compile a portfolio summary report at the end of each semester to Faculty Advisor and President.

Section Five: Vice President of Marketing

Description of Title: This individual will be the leader to communicate to the student body regarding information and knowledge of the Seidman Investment Portfolio Organization. The main areas he/she will be leading is advertising and promotions.

6.5.1 Manage effective avenues on promoting our club (i.e. t-shirt designs, social media, flyers, campus life night)

6.5.2 Manage all social media accounts (i.e. Facebook, Twitter, IPO website)

6.5.3 Work with the Vice President of Operations on planning group activities

6.5.4 Written report to the President and Vice President of Operations stating goals and accomplishments at the end of each semester.

Section Six: Treasurer

Description of Title: This individual will help streamline the organization’s funds. The treasurer will maintain all cash flows outside of our actual portfolio. The treasurer will manage our individual bank account as well as our student life account

6.6.1 Maintain all cash flows outside of the portfolio

6.6.2 Maintain all treasury functions (i.e. manage budget, keep track of receipts)

6.6.3 Attend student life account meetings and budget

6.6.4 Create documents (budget, income statement) for the annual organization report

6.6.5 Provide semester budget update to the President and Vice President of Operations

Section Seven: Portfolio Managers

Description of Title: These individuals will be the more experienced IPO members who will be the link the link between the Vice President of Portfolio Management and the least experienced members. The portfolio manager will report directly to the Vice President of Portfolio Management.

6.7.1 Prepare presentations for sector updates to the general assembly

6.7.2 Research possible stocks, techniques, and asset allocations for the portfolio

6.7.3 Prepare a semester review of your sector for last IPO meeting.

Section Nine: Secretary

Description of Title: This individual will report directly to the Vice President of Operations and will oversee attendance. He/she will also play a vital role in all record keeping and voting information.

6.8.1 Keep detailed meeting minutes during general assembly and all executive board meetings.

6.8.2 Take attendance at each general assembly meeting and input into excel template.

6.8.3 Responsible for member attendance compliance and handling voting materials/results



Page last modified September 22, 2017