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.
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