Asset Manager Job Description Template | LinkedIn Talent Solutions

Finding a qualified asset manager begins with writing an engaging job description. If your post is straightforward and simple, you will attract strong candidates for the role. It is important to give them an idea of your company culture, as well as bulleted lists of the objectives, responsibilities, and qualifications for the asset manager role. The most compelling job descriptions are realistic, detailed, and brief — keeping the readers engaged and helping them envision what it would be like to work at your company.

What does an asset manager do?

An asset manager is a professional who manages the assets of a client. Being an investment manager, the asset manager maintains a wide range of assets that include capital, stocks, shares, commodities and real estate. Usually, an asset manager is a licensed professional, who develops investment strategies as per the needs of the client. They perform asset tracking and implement strategies to increase the asset value of the client. The job profile of an asset manager includes calculating risks and returns and managing a financial portfolio that gives the best return on investment.

You might hire an asset manager to:

Monitor and select investment strategies to best suit the financial goals of the company
Ensure proper advice and guidance regarding fund management and allocation of assets
Evaluate, analyse and make predictions regarding the financial markets
Track the status and performance of the assets under management and update the client on the progress of each investment
Create documentation and reports on asset tracking and recommend corrective measures to the client

Introduction

At [Company X], we believe that growth is quantitative to a large extent. We thrive on helping our clients meet their financial goals, while safeguarding and building their assets. We are seeking a highly skilled asset manager to mentor our clients and steer them toward the direction of maximum financial returns. By identifying investment opportunities, the asset manager candidate must ace in the area of investment and portfolio management. The candidate must be a natural collaborator, who can seamlessly fit into the asset management team and coordinate with the senior executives while being the point of contact for the client. An individual who has a keen eye on the investment market and who is well-versed in all the new fund management trends will thrive in this job role.

Objectives of this role

Collaborate with clients and understand their asset management needs
Help clients meet their long-term asset goals through investment and portfolio management
Generate maximum RoI through asset wealth management strategies
Identify and be on top of investment strategies and perform asset tracking on each of them
Develop, organise, and maintain portfolios, both internally and for external clients

Responsibilities

Monitor the client’s portfolio periodically through strategic asset tracking
Dive into the current investment market and study the latest trends in terms of its RoI, shortcomings, risks and benefits
Be available to the clients, in person and by calls, to provide guidance on fund management
Document and prepare detailed paperwork for the clients about their current assets, active and passive funds and overall asset management status
Review the asset management and make changes and tweaks to the investments as and when required
Liaise with auditors, property managers, income tax executives and other professionals on matters relating to the client’s asset management
Analyse and predict future economic trends and how they will affect the financial asset management of the client

Required skills and qualifications

Bachelor’s degree in finance or economics
Strong knowledge of financial management or modelling and understanding of financial regulations
Outstanding organisational and communication skills
Certification in public accounting or as a CFA (Chartered Financial Analyst)

Preferred skills and qualifications