Sentences with phrase «working with an investor client»

I hear great things about KW but I'm not sure if it's the best choice if one wants to focus on investing or working with investor clients.

It's always nice to work with investor clients that share in my joy of excel spreadsheets.

This course will increase your confidence when working with investor clients and open your eyes to many new opportunities.

Not exact matches

Defining «superior returns» is specific to each investor's objectives and thus we work with our clients to tailor their solution and understand their definition of success.

His technical knowledge and established working relations with the leading players and opinion makers in the governance world provide an invaluable source for understanding and anticipating the response of the investor community and crafting the adequate management's message to better represent the Client's objectives in engaging shareholders.

R&IA work in partnership with best - in - class technology to deliver independent and cost effective solutions designed to help institutional investor clients monitor investment decisions, optimize performance, reduce costs, mitigate risk and increase governance capability.

The Council will work with Glass Lewis to define a series of core principles and best practices that will help its institutional investor clients worldwide exercise their ownership rights with purpose and productivity.

Mr. Lieberman is working with the Firm's international clients to craft a response to the Supreme Court's ruling in Morrison v. Nat» l Australia Bank, Ltd., which limited the ability of foreign investors to seek redress under the federal securities laws.

As a client of MaRS» Cleantech Practice, Water Power Group worked with MaRS advisors, in particular Paul Mertes and Tom Rand, to develop its business plan and strategy, as well as secure its investors.

For investors with more complex needs who meet certain prerequisites, the Edward Jones Client Consultation Team can work in partnership with your local Edward Jones advisor to help identify tailored strategies that may move you closer to your goals.

He previously worked at Deloitte & Touche, LLP, in that firm's merger and acquisition and private equity investor services areas, with clients that included large and small blue chip private equity and venture capital firms.

Linx works exclusively with college - educated nonsmokers (in fact, roughly 75 % of our clients have pursued graduate - level education) and we pride ourselves The Home of the 4 Hour Investor Grade Business Plan.

I recently came face to face with this idea when working with a client of PWL Capital's DIY Investor Service.

From real estate agents to brokers, seasoned investors to first - time borrowers, we work with a wide variety of clients and tailor to their unique, specific needs.

I distinctly remember starting to work with a new client in the wake of the financial crisis in 2008 who described herself as a conservative investor.

Most investors and clients I've worked with simply will not have the time or could be bothered to dig that deep into the composition of these type of ETF's.

The Schroders Portfolio Solutions team works closely with clients and their advisors to develop tailored investment solutions for pension funds and other institutional investors.

Recently I've been working with several new clients who are conservative investors looking for better returns than CDs and Treasuries but aren't interested in taking on the volatile market risk of stocks, bonds and derivatives.

Lehman salesmen work with traders to find clients (institutional investors) who are willing to buy derivatives, futures, swaps, MBS, and other financial products.

These mutual funds and exchange traded funds such as First Trust US IPO Index Fund (Symbol: FPX), Direxion Long / Short Global IPO Fund (DXIIX), IPO Plus Fund by Renaissance Capital (IPOSX), and others like it are some of those very same institutional clients that the investment bankers work directly with and sell shares to before they are ever available on the open market and to individual investors.

At the same time, individuals working for institutions have their own agendas that conflict with their clients or investors.

Moreover, Tiwari adds, it's not such a bad thing if clients with small portfolios don't work with planners: They can meet their needs using the increased number of platforms that offer low - cost funds to self - directed investors.

We have a network of Investors that are willing to provide funds of whatever amount to individuals and organizations to start business and operations.We are a group of energetic and experienced loan professionals with thorough knowledge of financial markets.In general we offer mortgages, home loans business loans and bad credit loans commercial loans, start - up - working capital loans, construction loans, car loans, hotel loans, are you in need of any type of loan any interested client should contact me asap ([email protected])

Daniel's consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients.

Based on our experience working with clients and other lawyers in Canada, Mexico, and the United States, we are familiar with the sections of NAFTA that are likely to be impacted, including investor - state arbitration provisions, bi-national review panels for trade litigation, and local content requirements for products such as automotive parts.

As a damages expert, my audiences, including juries, investors, government agencies, and the client teams I work with, will use that information and the opinions I provide to make important decisions.

Voigt will be able to assist with Chinese clients, having worked with contractors and investors from that country, and he is a member of the Africa Sub-Committee of the China Africa Joint Arbitration Centre (CAJAC).

Experience tells us that our model — dedicated practitioners with a regional focus who value working collaboratively with clients, affiliates and international partners — leads to quality legal advice and practical legal solutions for investors.

We work to ensure our clients are able to navigate the difficult aspects of complying with the UK regulatory regime and are able to access the right investors for their business.

«This result could be taken as a major opportunity for banks to work with regulators, investors and clients in order to shape a new rulebook fit for the new climate.»

Beyond litigation, we provide extensive portfolio monitoring and case evaluation services to some 150 institutional investor clients and work closely with them to customize our services to their needs.

Whether clients need assistance with work visas, complex family - based visa petitions and / or waivers, EB - 5 or E-2 investor issues, I - 9 compliance, global visas, or other immigration law concerns, we have the in - depth experience required.

Burges Salmon works with clients across the transport, funding and investor communities to appraise and help bring forward innovative transport developments throughout the UK.

We work closely with clients to position them to raise capital, attract investors, negotiate strategic relationships, establish intellectual property (IP) protection practices, plan US Food and Drug Administration (FDA) regulatory and product reimbursement strategies, resolve disputes, and increase their international presence.

We work with our clients to formulate and structure innovative solutions for all types of financing transactions, at all stages of a company's growth cycle from seed and angel investors to venture capital and private equity to private placements to public offerings.

Located in the heart of Silicon Valley, attorneys in the Palo Alto office work directly with entrepreneurs, inventors, venture capital investors and other technology - based clients.

The team acts for a wide range of clients including investors, developers or occupiers, working closely with our transactional lawyers to anticipate and resolve problems before they become litigious or to ensure that our clients are best placed to obtain a successful outcome, if they do.

Our investment management attorneys work collaboratively with our clients through the fund formation process by tailoring our services to their business goals, ranging from the needs of an established manager that is expanding its existing platform to add strategies or grow its investor base through the needs of an emerging manager launching its first fund.

Famously, Civis Analytics, founded by 2012 Obama campaign Chief Analytics Officer Dan Wagner, counts Google executive chairman Eric Schmidt as its sole investor and has worked with corporate clients including Discovery Communications.

If you work in finance you could be involved in investing money, managing it, protecting it or many other possibilities, working with individual customers, corporate clients, investors, shareholders and colleagues.

Work with Front Office investors and product desk personnel throughout the Private Bank and Investment Bank to ensure accurate transaction processing regarding Ultra High Net Worth clients

This can include working together to solve an issue with a client or put together a presentation that brought a new investor on board.

Key responsibilities will include: Networking and building relationships with clients and candidates Developing key business relationships with new clients, generating client meetings and new job opportunities Candidate attraction, using for example - job boards and social media Lead generation and conversion Managing opportunities, placing candidates and fee negotiation Interviewing candidates and matching candidates to vacancies Using negotiation and objection handling skills to maximise revenue Providing professional and consultative advice to clients and candidates Skills Required Resilience, strong listening and application skills with the ability to learn quickly Career minded, hard working and driven Confident with the ability to build rapport Ability to nurture relationships Benefits Fast moving and performance - orientated business with excellent rewards Very competitive salary and benefits package Fantastic opportunities for career progression to Senior Consultant, Principle Consultant or Managing Consultant Industry - leading training Sunday Times Best 100 companies to work for «Investors in People (IIP)- Platinum» company Guidance and support from a Manager with over 20 years experience A great place to work Search is one of the UK's largest recruitment companies with 13 locations nationwide covering over 20 industry sectors.

The firm serves as an advisor to institutional clients such as GE Capital, as well as working with private investors on 1031 tax deferred exchanges.

But any company that says they only have so much time to devote to client relationships and developing rapport with a potential investor, is too small to bother working with.

This area was of particular interest to some young investor - developer clients I'd worked closely with over the last few years.

Today, he works primarily with investors, doubling down on the due diligence service he was accustomed to providing his short - sale clients.

A key piece of advice Hazzi offers is to make sure the RTO investor is working closely with a mortgage broker to prequalify the RTO client based on their current income.

But there's nothing to say you can't manage the properties of investor clients you've worked with, giving you the chance to earn some income beyond your commission check.

This particular client was an investor I had worked with previously.