Deskside Services

Job Description

Manages client assets according to investment preferences and goals

Meets with clients to assess asset status, needs, risks, goals and progress

Prepares financial statements, business activity reports and forecasts

Develops, organizes and maintains client portfolios

Studies market trends to maximize profits and identify investment opportunities

Supervises employees who assist in financial reporting and budgeting

Coordinates with property managers, brokers and other third parties

Fosters and maintains positive client relationships

Assesses financials for legal compliance

Reviews financial reports to find ways to reduce costs

Compiles and presents asset management reports to clients, supervisors and senior executives

Contributes to team efforts by accomplishing related tasks as needed