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401k Exchange Work Values
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Daily Duties at 401k Exchange:
Researched 401k retirement investment managers, improved and maintained database products, and prepared 401k plan proposals.
What they like about 401k Exchange:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, High Net Worth Individuals, Banking, Online Research, Publications, Asset Management, Investment Strategy, Due Diligence, Proposal Writing, Investment Selection, Investment Compliance, Multi Family Office, Investment Policy Statements, Offshore Investments
Skills
Technology Solutions, Software Implementation, Requirements Analysis & Specification, Leadership , Client Focused, Portfolio Management, Fiduciary (Compliance with Reg 9), Trading Systems (e.g SEI Moxy), Custody Systems (Trust 3000, Trustware), Adobe Professional, Performance Tracking Systems (e.g. Performer IQ, Performer), FactSet, Bloomberg, Asset Allocation Tools (e.g. Wealth IQ), Manager Research Tools (e.g. PEP by Callan), Can contribute individually and work with a team
Information about 401k Exchange
Company Rank: Not Available
Average length of employment : 0 years
Average salary of employees: $0
These are some of the questions we asked our climbers about their experiences with 401k Exchange:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at 401k Exchange had these interests:
| Magazines | |
|---|---|
Bloomberg Markets |
Articles about prominent investment personalities and investment trends. |
| CFA Magazine |
Bi monthly publication that covers industry trends, advocacy efforts by CFA Institute, and opinions from prominent charter holders. |
| Websites | |
| My LinkedIn Profile http://www.linkedin.com/pub/ursula-auger-cfa-cfp®/2/3ba/901/ |
My LinkedIn profile, shows my experience, groups I follow and news |
| Wall Street Journal http://www.wsj.com |
Online edition of Wall Street Journal |
