Asset Manager (Santa Ana)

Asset Manager Job Duties : 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.