Asset Manager

2 weeks ago


Marin City, California, United States Skyline Solutions Full time
About the Role

We are seeking a highly skilled and experienced Wealth Controller to join our team at Skyline Solutions. As a key member of our family office, you will be responsible for providing expert advice and support to our clients.

Key Responsibilities
  • Financial Analysis: Prepare and analyze wealth reports, including commentary on wealth development and market trends.
  • Client Support: Provide independent support and advice to clients on investment and participation opportunities.
  • Investment Evaluation: Evaluate investment and participation opportunities in various areas, including securities, real estate, and closed investments.
  • Market Analysis: Analyze the participation, real estate, and capital markets to identify opportunities and risks.
  • Transaction Management: Examine, record, and book business transactions, ensuring accuracy and compliance.
  • Investment Proposals: Develop individual investment and participation proposals, and prepare and support corresponding presentations.
  • Client Communication: Handle correspondence with clients, tax consultants, auditors, asset managers, and banks.
Requirements
  • Expertise: Proven experience in wealth management, financial analysis, and investment evaluation.
  • Communication: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Analytical: Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Technical: Proficiency in financial software and systems, with the ability to learn new technologies quickly.


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