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Job Title: Asset Management
Location: Richmond, VA onsite from day one
Type: Full Time Position
Job Description:
Experience Required: 5 years
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
Full Time
$72k-105k (estimate)
04/14/2024
04/22/2024
PULASKI, WI
25 - 50
2010
DICK ZIMMERMAN
<$5M
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The following is the career advancement route for Asset Management positions, which can be used as a reference in future career path planning. As an Asset Management, it can be promoted into senior positions as an Asset Management Administrator II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Asset Management. You can explore the career advancement for an Asset Management below and select your interested title to get hiring information.