Convergent Wealth Management Work Values

Daily Duties at Convergent Wealth Management:

- As a 2011 summer intern my official responsibilities were to assist the Investment Strategy Group in creating Q3 2011 portfolio recommendations and performing regular due diligence on activated fund managers. - In addition, I was responsible for re-balancing client portfolios in accordance to the Investment Strategy Group's Q2 2011 recommendations. - My daily duties included briefing the Investment Strategy Group each morning on current events along one of five asset classes. - Twice a week, I dialed into and took notes on fund managers' teleconferences, which outlined fund strategy and short-term market outlook. - Each week, I would take minutes in due diligence calls with the Investment Strategy Group and publish findings on the internal company website. - I reallocated 30+ client portfolios ranging from $100k to $10m with the goal of maximizing return and minimizing volatility while reducing tax exposure. - To conclude my internship I presented a rigorous quantitative and qualitative analysis of over 200 small capitalized, growth oriented fund managers to the Investment Strategy Group, ultimately recommending a single manager.

What they like about Convergent Wealth Management:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Oil & Gas, Customs Clearance, Contract Management, Exploration & Production, International Experience, Project Management, Supply Chain Management, Logistics, Six Sigma, Microsoft Office

Skills

Business Development, Strategic Planning, Organizational Process Design, Reporting, Balance Sheet Responsibility, Microsoft Office , Bookkeeping, Presentation Skills, Business Writing Skills, Design Organizational Process, Business Analysis, Sales Force Automation, Sales Interpretation , 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

These are some of the questions we asked our climbers about their experiences with Convergent Wealth Management: