Interested in finding more jobs in Miami, FL? Click Here to create a Climber profile today!
State Trust Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at State Trust:
Promoted investment services to US and Latin American affluent clients and supported marketing programs.
What they like about State Trust:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
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 State Trust
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $0
These are some of the questions we asked our climbers about their experiences with State Trust:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| 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 State Trust 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 |
