Hiring asset managers
Your guide to finding and hiring the right person for your organization
Finding a qualified asset manager begins with writing an engaging job description. If your post is straightforward and simple, you will attract strong candidates for the role. It is important to give them an idea of your company culture, as well as bulleted lists of the objectives, responsibilities, and qualifications for the asset manager role. The most compelling job descriptions are realistic, detailed, and brief — keeping the readers engaged and helping them envision what it would be like to work at your company.
What does an asset manager do?
An asset manager is a professional who manages the assets of a client. Being an investment manager, the asset manager maintains a wide range of assets that include capital, stocks, shares, commodities and real estate. Usually, an asset manager is a licensed professional, who develops investment strategies as per the needs of the client. They perform asset tracking and implement strategies to increase the asset value of the client. The job profile of an asset manager includes calculating risks and returns and managing a financial portfolio that gives the best return on investment.
You might hire an asset manager to:
- Monitor and select investment strategies to best suit the financial goals of the company
- Ensure proper advice and guidance regarding fund management and allocation of assets
- Evaluate, analyse and make predictions regarding the financial markets
- Track the status and performance of the assets under management and update the client on the progress of each investment
- Create documentation and reports on asset tracking and recommend corrective measures to the client
Introduction
At [Company X], we believe that growth is quantitative to a large extent. We thrive on helping our clients meet their financial goals, while safeguarding and building their assets. We are seeking a highly skilled asset manager to mentor our clients and steer them toward the direction of maximum financial returns. By identifying investment opportunities, the asset manager candidate must ace in the area of investment and portfolio management. The candidate must be a natural collaborator, who can seamlessly fit into the asset management team and coordinate with the senior executives while being the point of contact for the client. An individual who has a keen eye on the investment market and who is well-versed in all the new fund management trends will thrive in this job role.
Objectives of this role
- Collaborate with clients and understand their asset management needs
- Help clients meet their long-term asset goals through investment and portfolio management
- Generate maximum RoI through asset wealth management strategies
- Identify and be on top of investment strategies and perform asset tracking on each of them
- Develop, organise, and maintain portfolios, both internally and for external clients
Responsibilities
- Monitor the client’s portfolio periodically through strategic asset tracking
- Dive into the current investment market and study the latest trends in terms of its RoI, shortcomings, risks and benefits
- Be available to the clients, in person and by calls, to provide guidance on fund management
- Document and prepare detailed paperwork for the clients about their current assets, active and passive funds and overall asset management status
- Review the asset management and make changes and tweaks to the investments as and when required
- Liaise with auditors, property managers, income tax executives and other professionals on matters relating to the client’s asset management
- Analyse and predict future economic trends and how they will affect the financial asset management of the client
Required skills and qualifications
- Bachelor’s degree in finance or economics
- Strong knowledge of financial management or modelling and understanding of financial regulations
- Outstanding organisational and communication skills
- Certification in public accounting or as a CFA (Chartered Financial Analyst)
Preferred skills and qualifications
- Prior experience working as an asset manager or in a similar role
- Master’s degree in Finance, or an MBA
- Experience using Microsoft Office
- Previous experience in working both independently and as a part of a team
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