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Mellon Equity Associates Work Values
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Daily Duties at Mellon Equity Associates:
Directed a four person team responsible for client reporting and operational activities including product / investment presentations, performance reporting and responses to ad-hoc requests for mutual fund clients. Managed the relationship of 21 clients valued at a combined $11.8 billion in AUM, $8.5 million in revenue. Conducted client performance meetings with executives, portfolio management and client service groups that ensured management of strategies were in line with guidelines.
What they like about Mellon Equity Associates:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Pittsburgh, PA, Client Service Professional, Manager, Licensed Series 7 & 63, Marketing, Community Affiliations, Certified Mutual Fund Specialist
Information about Mellon Equity Associates
Company Rank: Not Available
Average length of employment : 9 years
Average salary of employees: $116,000
These are some of the questions we asked our climbers about their experiences with Mellon Equity Associates:
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| 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 Mellon Equity Associates had these interests:
| Books | |
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Linked In Profile |
Direct link to Diane Hallett LinkedIn profile |
