Asset Manager
What they do
- Effectively manage client assets according to their investment preferences.
- Assess 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 cashflow 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.
- Work to maximize returns and minimize losses on assets and investments.
- Extensively research relevant markets (equity research) to determine investment options.
- Stay abreast of market trends and patterns and chose investments accordingly.
- Analyze property value timeline to forecast for future estimated value.
- Analyze and evaluate portfolio progress and enact necessary changes.
- Work collaboratively with and report to asset management team and senior executives.
- Travel to property sites as needed to make bids, appraise, etc.
- Liaise with property managers, contractors, brokers, attorneys, etc.
- Negotiate lease and property renewal contracts.
- Collaborate with company analysts to accurately valuate client assets.
- Monitor and manage assets from acquisition to disposition.
- Foster and maintain positive client relationships.
Qualifications
- Bachelor's degree in business, finance or related field.
- MBA preferred.
- + years 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.
- Extremely organized and detail-oriented.
- Adept communicator both orally and written.
- Results driven.