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