Asset Management Specialist
2 months ago
Manages client assets according to investment preferences and goals.
- Meets with clients to assess asset status, needs, risks, goals and progress.
- Prepares financial statements, business activity reports and forecasts.
- Develops, organizes and maintains client portfolios.
- Studies market trends to maximize profits and identify investment opportunities.
- Supervises employees who assist in financial reporting and budgeting.
- Coordinates with property managers, brokers and other third parties.
- Fosters and maintains positive client relationships.
- Assesses financials for legal compliance.
- Reviews financial reports to find ways to reduce costs.
- Compiles and presents asset management reports to clients, supervisors and senior executives.
- Contributes to team efforts by accomplishing related tasks as needed
Pay: $59,238.70 - $75,341.23 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Yearly bonus
Experience level:
- 10 years
- 11+ years
- 8 years
- 9 years
Schedule:
- 10 hour shift
- 8 hour shift
- Monday to Friday
Work setting:
- Office
Application Question(s):
- Please Mention your Work Authorization (USC OR GC)
- Kindly Mention Current Location OR ZIP Code
**Experience**:
- Investment Management: 9 years (preferred)
- financial Analysis & Reporting: 7 years (preferred)
- Client Relationship Management: 7 years (preferred)
- Investment Strategy Market Trends: 7 years (preferred)
Ability to Relocate:
- Richmond, VA: Relocate before starting work (required)
Work Location: On the road
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