I am pleased to let you know that I got an employment offer from
a successful asset management company.
Not exact matches
Unlike most of our typical investment reports which focus on free cash flow utilization, net
asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a
company that generates little free cash flow at the moment and is somewhat of a growth investment if
company management is
successful in achieving its objectives.
Kevin Duffy of Bearing
Asset Management, a
company that has been most
successful in equity bear markets, believes we are facing another major bear market.
The firm had the most
successful first year of any ETF
company in history ³ and currently offers 62 ETFs with $ 17 billion in
assets under
management.
Laurus Corporation was well familiar with the
asset as it had previously sold the property in 2006 to a highly
successful management company based out of Southern California.
Her work to date has involved transactions for a diverse range of clients ranging from multinational oil and gas and chemical
companies to ship
management companies,
asset management companies and
successful entrepreneurs.
Receptionist / Administrative Assistant
Company: Boutique (and VERY
successful)
Asset Management Firm Requires: * You MUST BE a College Grad with EITHER 1 to 3 years of similar experience in a firm...
Accomplishments * Directed enterprise programs for
successful business transformation and systems integration for multiple Fortune 200
companies acting as single point of contact for business process optimization and delivery of technology solutions for improved decision support, risk
management, compliance, performance and client reporting for fastest growing
asset management firm in US.
Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through
successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team
management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting
company and client
assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business
Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through
successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand
company reach and sales Conducted
Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting
company and client
assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the
company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business