Investment / Asset Manager

Posted 11/02/2022 By Kristin Dorsey

Are you a recent grad with internship or a few years of asset management experience looking to get into one of Boston’s top Investment firms? We are working with a few firms, looking for your experience.

  • Monitoring client portfolios to ensure that they are achieving their objectives, such as generating income or growing assets
  • Reviewing new investment products and services offered by companies in order to recommend those that may be suitable for clients
  • Communicating regularly with clients to discuss their needs and progress toward financial goals
  • Providing clients with regular updates about their investments including performance reports and changes to their portfolios
  • Recommending changes to client portfolios based on new information about market conditions or potential gains from making adjustments
  • Developing strategic investment plans for clients based on their risk tolerance and time horizon for their investments
  • Reviewing performance reports from fund managers to ensure compliance with company standards for performance
  • Explaining investment products and strategies to clients in a way that is easy to understand
  • Recommending changes to an investment portfolio based on new information about market conditions or potential gains from making adjustments
Sorry, this position is filled.

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