We are seeking an organized, results-driven asset manager to join our asset management team. In this role, you will plan and manage assets according to our clients’ needs and work to beneficially grow their portfolio while minimizing risks. Must be a strategically-minded individual with strong interpersonal skills and extensive experience managing physical assets through their entire lifecycle
Asset Manager Job Duties and Responsibilities
Effectively manage client assets according to their investment preferences
Assess the client’s current asset status, their future needs, and investment goals
Administer risk analysis surveys to determine their risk profile
Work to develop a master asset management plan specifically attuned to each client
Create, organize, and maintain client portfolios
Manage cash flow and physical assets such as property and real estate
Strategically advise clients on what actions to take with their assets
Assess and manage risks associated with current assets
Asset Manager Requirements and Qualifications
Bachelor’s degree in business, finance or related field
MBA preferred
1+ years of successful asset management experience
Strong financial background with knowledge of real estate
Highly computer literate and proficient in Microsoft Suite
Excellent project management skills
Analytically and strategically minded
Skilled negotiator
All your information will be kept confidential according to EEO guidelines.