Deskside Services

1 month ago


Richmond, United States Tata Consultancy Services Full time

·Managesclient assets according to investment preferences and goals.

·Meetswith clients to assess asset status, needs, risks, goals and progress.

·Preparesfinancial statements, business activity reports and forecasts.

·Develops,organizes and maintains client portfolios.

·Studiesmarket trends to maximize profits and identify investment opportunities.

·Supervisesemployees who assist in financial reporting and budgeting.

·Coordinateswith property managers, brokers and other third parties.

·Fostersand maintains positive client relationships.

·Assessesfinancials for legal compliance.

·Reviewsfinancial reports to find ways to reduce costs.

·Compilesand presents asset management reports


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