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
Want more information?

Complete the form below and Kristin will follow up with you to discuss this position, or you can call her at 508-746-1078.

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