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Discretionary Managed Accounts Manager Jobs

$80K + Discretionary Bonus - Property Accountant
By ProPivotal Staffing At Boston, MA, United States
3-5 years of relevant accounting experience ideally focused on real estate, development, and/or property accounting
Superior organizational skills must be detail-oriented and have the ability to multitask
Good work environment and culture
Provide backup and support to the Fund Controller and Assistant Controller as needed.
Maintain/reconcile general ledgers and work papers.
Reconcile CAMs, bill backs, and calculate escalations.
Associate Product Manager - Managed Accounts
By TIAA At New York, NY, United States
Partner with the Product Management, Marketing, Legal, Compliance, Digital and Technology teams to execute projects
Help to work through marketing opportunities and support distribution teams with training and product knowledge.
Monitors and evaluates product performance and customer feedback to generate new product ideas.
Identifies product/service features to be changed in order to meet customer needs.
Liaises with other areas within products organization to implement changes.
Adapts plans to improve the sales performance of annuity products/services.
Manager, Managed File Transfers
By HealthEquity At United States
Your Knowledge, Skills, And Abilities
Serve as a knowledge expert to guide strategic discussions on the future of file and data movement for the organization.
5+ years of experience in troubleshooting and advanced problem solving in a client facing environment.
Experience working with VP level and Solution Architect personnel to drive a scalable go forward strategy.
Experience designing/supporting file movement in a high availability system.
Experience with embedding scripts within file movement methodologies.
Equity Associate Analyst - Consumer Discretionary Sector
By Alger At New York, NY, United States
Undergraduate degree in a finance, science, mathematics, engineering, liberal arts or an equivalent combination of training and experience
Manage and analyze companies’ earnings reports, including previews and reviews
Proven quantitative and qualitative analytical capabilities including financial modeling, industry and product analysis and report writing
Excellent communication skills, both written and oral
Work closely with senior analysts to coordinate evaluation of companies
Write research reports on companies under coverage and reports on business news
Equity Associate Analyst - Consumer Discretionary Sector
By Alger At , New York, 10010, Ny $135,000 - $200,000 a year
Undergraduate degree in a finance, science, mathematics, engineering, liberal arts or an equivalent combination of training and experience
Manage and analyze companies’ earnings reports, including previews and reviews
Proven quantitative and qualitative analytical capabilities including financial modeling, industry and product analysis and report writing
Excellent communication skills, both written and oral
Work closely with senior analysts to coordinate evaluation of companies
Write research reports on companies under coverage and reports on business news

Are you looking for a rewarding career in Discretionary Managed Accounts? We are looking for an experienced Discretionary Managed Accounts Manager to join our team. You will be responsible for managing client portfolios, providing advice and guidance, and ensuring that all portfolios are managed in accordance with the client's objectives. If you have a passion for financial markets and a commitment to providing excellent service, then this is the job for you!

Overview:

A Discretionary Managed Accounts Manager is responsible for managing a portfolio of investments for clients. This includes researching, selecting, and monitoring investments, as well as providing advice and guidance to clients. The manager must be able to make decisions independently and be able to manage the portfolio in a way that meets the client’s goals and objectives.

Detailed Job Description:

The Discretionary Managed Accounts Manager is responsible for managing a portfolio of investments for clients. This includes researching, selecting, and monitoring investments, as well as providing advice and guidance to clients. The manager must be able to make decisions independently and be able to manage the portfolio in a way that meets the client’s goals and objectives. The manager must also be able to communicate effectively with clients and other professionals.

What is Discretionary Managed Accounts Manager Job Skills Required?

• Knowledge of investment strategies and financial markets
• Ability to analyze financial data and make decisions
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple tasks
• Ability to work under pressure and meet deadlines
• Knowledge of regulatory and compliance requirements

What is Discretionary Managed Accounts Manager Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant professional certifications such as CFA or CFP
• 5+ years of experience in a similar role
• Knowledge of financial markets and investment strategies
• Excellent communication and interpersonal skills

What is Discretionary Managed Accounts Manager Job Knowledge?

• Knowledge of financial markets and investment strategies
• Knowledge of regulatory and compliance requirements
• Knowledge of portfolio management and risk management
• Knowledge of financial analysis and modeling
• Knowledge of financial instruments and derivatives

What is Discretionary Managed Accounts Manager Job Experience?

• 5+ years of experience in a similar role
• Experience in portfolio management and risk management
• Experience in financial analysis and modeling
• Experience in financial instruments and derivatives
• Experience in client relationship management

What is Discretionary Managed Accounts Manager Job Responsibilities?

• Research and select investments for clients’ portfolios
• Monitor investments and make adjustments as needed
• Provide advice and guidance to clients
• Communicate effectively with clients and other professionals
• Manage portfolios in a way that meets the client’s goals and objectives
• Ensure compliance with regulatory and compliance requirements