Asset Management Firm background

Responsibilities:

• Meeting with clients, determining their needs and requirements, providing strategic advice, and managing their assets accordingly.
• Preparing risk analyses and financial, investment, and asset management reports.
• Creating, organizing, and managing client portfolios.
• Monitoring asset performance and recommending corrective measures.
• Developing strategies to increase ROI and minimize risk factors and losses.
• Reviewing policies and making recommendations for potential adjustments.
• Researching relevant markets and identifying trends and patterns.
• Collaborating with the asset management team, company analysts, and senior executives.
• Liaising and negotiating with fund directors, property managers, attorneys, auditors, etc.