Sentences with phrase «asset management process»

The Asset Management process starts once your bid is accepted and your investment property goes into escrow.

Areas of expertise: Project Management Procurement Engineering Support IT Asset Management Process Improvement, Communication

Resume samples for this role mention job tasks such as handling the asset management process, administering asset databases, monitoring support ticket queues, reporting on life cycle management of assets, and taking part to inventory audits.

Provide support for end users, managers, external vendors, consultants and engineering teams regarding the IT software asset management process.

By working through the Edward Jones 5 - step Asset Management Process with you, your local financial advisor can:

Information Technology Security Manager — Duties & Responsibilities Manage IT security, customer service technicians, assets and finances, and client training Responsible for ensuring that multiple IT groups meet finance, audit, and compliance requirements Serve as primary point of contact for customer contracts, technical support, and end - user training Utilize interpersonal and technical skills as liaison between clients, technicians, and subcontractors Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Oversee the implementation of asset management processes and procedures Coordinate activities with desktop leads to ensure SOX compliance Validate asset information, manage defect reports, and submit correct action recommendations Design and implement enterprise - wide security protocols, mainframe / pc policies, & software / hardware packages Collaborate with department managers to identify and address security concerns through IT Security policies Reduce corporate information ricks through implementation of sensitive document control processes Utilize RACF and Windows / LAN measures to greatly improve user, administrator, and application security Establish and oversee regular system security audits for employers and clients Author and present added value reports, optimization reviews, and overall audit presentations Enhance employee productivity and accountability through the implementation of firewall and tracking software Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Not exact matches

Supply chain management and the closely related concept of logistics underpin business and corporate strategy and objectives and guide decisions on market share, investment, continuous improvement processes and assets.

-- Doug Clark, president and CEO of AmeriQuest, a technology - enabled provider of financial process automation, procurement and asset management solutions.

Pro Tip: Space, reservation and asset management technology will help leaders identify workflow bottlenecks and adjust floor plans to streamline processes and better support resource demands.

Given PREPA is currently trying to work its way through bankruptcy and all of the island's financial dealings must go through the federally appointed Financial Oversight and Management Board for Puerto Rico, selling off PREPA «s assets could be a long process.

His own firm is currently in the process of merging with domestic rival Standard Life to create an # 11 billion asset management giant, described by Gilbert as a «financial powerhouse».

He is becoming CEO of his father's asset management firm and believes that «successful active managers in the future are going to focus on this idea of educating about the process and make it engaging and entertaining.»

The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.

The idea is to leverage the Internet to lower wealth management fees and capture multi-billion dollars worth of client assets in the process.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

They automate the loan underwriting, data management and risk assessment processes and provide a platform where accredited and institutional investors seeking high - yield, short - term, asset - collateralized investments can be matched with borrowers seeking more timely and consistent sources of funding for rehabbing properties across America.

My father was in the process of leaving Bear Stearns Asset Management and setting up O'Shaughnessy Asset Management, and offered me an internship.

It was determined that after the strategic review process and corresponding significant decrease in the share price on the announcement that Fairfax and other institutional investors were investing in the company through a $ 1 billion private placement of convertible debentures, in lieu of purchasing the company, that the carrying value of the company's assets exceeded their fair value based on the impairment testing performed by management.

Our training program, by my estimation, was 90 % focused on closing sales techniques to capture AUM (Assets Under Management) and block and bridge techniques to overcome client objections during the closing process versus the development of any real strategic investing acumen.

Cloud Lending Solutions, a cloud - based end - to - end lending and leasing platform, today announced that Rent 2 Own Anything, a Melbourne - based Australian rent - to - own business, has selected CL Originate ™ to automate and simplify the origination and underwriting process and CL Lease ™ to enable efficient servicing and asset management for white goods used by consumers.

Ranking algorithm is based on qualitative measures derived from telephone and in - person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.

Midland's Washington D.C. - based group has substantial contracting experience and demonstrated expertise in providing payment processing, loan administration, loan accounting, and asset and portfolio management services for Government credit programs.

The client maintains direct control of borrower relationships and asset management responsibilities, while outsourcing the processing and administrative functions to Midland.

See «Former SEC Asset Management Unit Co-Chief Robert Kaplan and Former NYS Insurance Superintendent Eric Dinallo, Both Current Debevoise Partners, Discuss the Purpose, Process and Consequences of Presence Examinations of Hedge Fund Managers,» The Hedge Fund Law Report, Vol.

Examining specific needs and how they will be met, it will cover topics such as valuation processes, asset management and the relative merits of developments versus acquisitions.

If you are a Data - centric, Quant, quantamental, fundamental or long only asset management firm interested in alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the Hong Kong event.

The process, accoridng to a recent letter from a coalition of investors led by NorthStar Asset Management, is «well - established, functional, and mutually - agreed» upon.

Other corporate managers - not to mention many of today's investors - might benefit from apply just such a «backwards» process in their own thinking» Marathon Asset Management «Charlie Munger is famous for the pioneering concept of inverting as an investor, of thinking backwards to find one's way to the beginning of an idea or concept.

If you are a Data - centric, Quant, quantamental, fundamental or long only asset management firm interested in alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the New York event.

While asset management isn't necessarily exciting, it does play a huge role in the success of your food processing operation.

When developing a list of resolutions for your food processing plant, creating a better asset management system should be close to the top.

Facebook shareholders Julia Goodridge, North Star Asset Management, and Ross Gerber, Gerber Kawasaki, discuss proxy advisor ISS urging better corporate governance at the social media giant in the wake of the Cambridge Analytica data scandal and how the company's dual - share structure complicates the process.

Asset management is a process of monitoring and maintaining assets (i.e. a useful or valuable item of property) of a company or business.

The ISO 55000 suite of standards provide the specifications for an asset management system, which brings together people, process, information and technology to derive greater value from the investment in assets.

As a Solution Architect, Lauren follows her passions every day — applying her skills in instructional design, project management, process improvement, and leadership to help her clients develop their best asset: their...

Not less often than every 4 years, the Secretary shall review and recertify that the process used by a State to develop and maintain the State asset management plan for the National Highway System meets the requirements for the process, as established by the Secretary.

Macmillan Publishers selected Virtusales Publishing Solutions to supply a rights and royalties solution encompassing third party rights management, rights sales management and royalty processing, alongside Virtusales» integrated digital asset workflow tool that will support Macmillan in the creation and repurposing of content and metadata across multiple publishing platforms.

Nelnet, Inc. provides educational services in loan servicing, payment processing, education planning, and asset management.

RBC Global Asset Management (U.S.) adheres to a disciplined investment process that emphasizes style consistency and strives for strong risk - adjusted performance.

Under the guidance of Jackson National Asset Management (JNAM †), Asset Allocation portfolios contain the individual benefits of Elite Access Advisory in preconfigured, expertly constructed investments that are subject to a systematic due diligence process and continuous portfolio monitoring.

IB Asset Management simultaneously replicates the trading in the above brokerage account in the accounts of clients investing in this portfolio in order to implement its replication - based investment process; and

While IB Asset Management believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contaManagement believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contamanagement processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.

RBC Direct Investing — The ETF Selection Process: Navigating the ETF Landscape — RBC Global Asset Management

In Good Stocks Cheap Kenneth Jeffrey Marshall, an investor and academic who teaches value investing and asset management at the Stockholm School of Economics and at University of California, shares his personal value investing process.

Our approach to asset management is sophisticated, but our process is simple.

All - Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a well - balanced investment firm.

IB Asset Management replicates the trading in these brokerage accounts in the accounts of clients investing in each specific Asset Allocation portfolio in order to implement its replication - based investment process; and

The trustees of Asset Management companies overlook this whole process to ensure that investor's goals are protected.

debt management [top] A process to reduce or eliminate outstanding debt by managing assets and dealing with creditors.

TD Private Investment Counsel has over $ 16.3 billion assets under management as of June 30, 2012 and is an industry leader in applying technology to the investment process.