- 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
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System Administrator(Asset Management) - Richmond, United States - Diverse Lynx
Description
Job Title: System Administrator(Asset Management)Location: Richmond, VA
Duration: Full-Time
Desired Skills: Asset Management
Job Description: