Asset Manager

• Manage client assets according to investment preferences and goals.

• Meet with clients to assess asset status, needs, risks, goals and progress.

• Prepare financial statements, business activity reports and forecasts.

• Develop, organize and maintain client portfolios.

• Studies market trends to maximize profits and identify investment opportunities.

• Supervise 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.

• Strong analytical skills

• Highly skilled in math and finance

• Excellent communication skills

• Strong time-management skills

• Detail oriented and highly organized

• Skilled in negotiation and project management

• Excellent critical thinking skills

• Working knowledge of business and data intelligence software

• Bachelor’s degree in finance, accounting, economics, business administration or related field (MBA preferred)

• Several years’ experience in asset management or related field preferred

• CFA, CTP and CPA preferred