Wasatch Advisors, Inc. Work Values

Daily Duties at Wasatch Advisors, Inc.:

Managed institutional client accounts in small, mid, and large cap investment products totaling over $600 million in assets and $6 million in annual revenue for Wasatch Advisors, a highly respected investment management firm. Broad scope of responsibility included: presenting and selling to C-level executives, investment boards, investment consultants, and high-net-worth individuals; negotiating technically complex contracts and trade agreements with clients and third-party service providers; creating all external client communication and marketing strategies for assigned investment products; overseeing all account trades directed by client or portfolio manager; ensuring compliance with regulatory and contractual obligations.

What they like about Wasatch Advisors, Inc.:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Financial Services, Sales, Marketing, Vice President, Client Relations, Asset Management, Risk Management, Project Management, Compliance, Series 6, Series 63, Series 65, Advent Software, FactSet, Bloomberg, Microsoft Excel, Microsoft Access, Microsoft Power Point, Axys, Moxy, Qube, HTML, SQL, Java, Visio, Publisher, Microsoft Word, Information Systems, Finance, Equity Futures, Trading, Data Analysis, Audit, Portfolio Accounting, Goldman Sachs, Wasatch Advisors, Business Continuity, Database Design, Manager, Financial Reporting, Strategic Management, Contract Negotiation, Technical Writing, CRM, Analyst, Mutual Funds, Institutional Sales, Presenter, Consultant, Microsoft Office

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Contract Negotiation, Project Management, Risk Management, Large Group Presentation, Individual Presentation, Technical and Creative Writing, Marketing and Sales, Interviewing and Hiring Personnel, Business Process Evaluation and Improvement, Client Relationship Management, Portfolio Analysis

These are some of the questions we asked our climbers about their experiences with Wasatch Advisors, Inc.: