Sentences with phrase «calling as a portfolio manager»

In 1995 I started Daruma with zero assets under management, but with a clear goal: to build an investment firm where the business of money management would never interfere with my calling as a portfolio manager.

Not exact matches

Investors should have some of the portfolio hedged — a hedge on half could make sense, as that would essentially be a neutral call on currency, he says — but whether an entire basket of bonds is hedged is up to the manager.

«We are planning to speak with as many shareholders as will take our calls,» CalSTRS portfolio manager Aeisha Mastagni told Business Insider last week.

As the lead portfolio manager of the country selection strategy Chuck is responsible for recommending all of the investment calls.

The Dow stock index nearly doubled from 1986 until the fall of 1987, when the market began to drop and encouraged investment managers to use a new tool called «portfolio insurance» to protect their investments from further losses as the market fell.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

Eventually I found my calling as an analyst and portfolio manager in the long - only, small to mid cap value world.

Smarick's vision calls for city government to act as a portfolio manager responsible for ensuring that policy conditions and school operator inventory are managed to best support the flourishing of this system.

Rather than just advising you, investment counselors — also called portfolio managers — make the actual day - to - day decisions on what securities to buy and sell, which is known as discretionary portfolio management.

At Capital Wealth Planning, LLC, we work as an institutional money manager in Naples Florida, offering institutional wire houses and regional broker - dealers throughout the country covered call portfolios through managed account WRAP platforms.

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

The list includes anyone designated as a portfolio manager on a fund prospectus, whether employed directly by a fund company or indirectly as a so - called subadviser.

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

ESSENTIAL DUTIES AND RESPONSIBILITIES: Take and prioritize service orders and handle each order in an efficient and timely manner Examine and diagnose problems with air conditioning and heating units for single family homes and perform any necessary maintenance or repairs Interact on a regular basis with Leasing Agents, Maintenance Manager, Portfolio Manager and residents Repair and replace any kitchen appliances that are property of Tricon; to include refrigerators, stoves, washers, dryers, dishwashers and microwaves Perform minor to moderate - level plumbing repairs, to include; toilets, sinks and bathtubs Repair and replace light fixtures, switches, outlets and perform other minor electrical work Repair locks and make other miscellaneous repairs on assigned properties Paint properties Prepare recently vacated properties for new tenants Perform other miscellaneous duties as assigned QUALIFICATIONS: Prior Maintenance experience required Prior customer service experience required Excellent verbal and written communication skills required Ability to work well using mobile office electronic tools and have basic accounting and math skills Knowledge of Yardi preferred Skilled in heating and air conditioning unit repair and maintenance Skilled in repair and maintenance of household appliances, plumbing, and lighting fixtures Ability to work on - call and overtime hours as needed REQUIREMENTS: High school diploma or GED 2 - 4 years of prior multi / single family experience Must have professional communication skills, both verbal and written Must be able to work in environmentally and physically challenging working conditions Must be able to lift objects weighing 50 lbs or more regularly Licensed driver with insured vehicle Have own hand tools