Sentences with phrase «assigned asset portfolios»

Apply financial concepts to develop goals and objectives for assigned asset portfolios and perform financial analysis of portfolios using ROI, IRR and cash flow modeling.

Asset Manager competent at assisting in all aspects of the financial, administrative, capital and operations of the assigned asset portfolio.

Not exact matches

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Portfolio allocation encompasses the classes of assets included in a portfolio and the proportion of investment dollars assigned to each assPortfolio allocation encompasses the classes of assets included in a portfolio and the proportion of investment dollars assigned to each assportfolio and the proportion of investment dollars assigned to each asset class.

«Assign a purpose or a role to the asset in the portfolio,» Gross said.

There is no magic formula for an optimized portfolio, and investors can quibble about which asset classes to include and the proportion assigned to each.

Investors construct their portfolios based on investment goals and risk tolerance by assigning appropriate weights to different asset classes and categories (or how much dough should go to each class).

We assign the INS project a «Positive» rating and recommend buying the tokens of the project as part of a diversified long - term portfolio of crypto assets.

With my ability to manage project budgets, schedules and resources for assigned portfolios, and exceptional comprehension of creating department processes and procedures documentation, I will be an immediate and solid asset for your organization.

Effectively managed portfolio assets, and strategically identified and evaluated financial capacity of borrowers, determined marketable assets and assigned value of bank - owned property.