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Asset Management Group, Ltd Work Values
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Daily Duties at Asset Management Group, Ltd:
Implementation and monitoring of he firm's advisory agreement policy, practices, disclosures and recordkeeping. Review any potential new business, through portfolio analysis, and creation of the report with recommendations. Respond to any client special request. Monitored each investment on daily. Created market analysis of firm’s model allocation and performance. Execute any trading necessary for client accounts based on individual need or firm rebalance. Oversee compliance process and execution such as best executions, trade errors, money laundering and personal trading. Review current operational procedures and look to enhance the process. Resolve any bottleneck problems with our custodian or product development partners.
What they like about Asset Management Group, Ltd:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
structured products, investment products, customer service, market analysis, fundamental research, technical research, trade execution, re balance porftolio, active portfolio management, passive portfolio management, investment due diligence, compliance due diligence, institutional account management, high-net worth client, non-for-profit account management, market beta, portfolio alpha, single security cross reference, multi-security cross reference, concentrated single stock positions, Investment underwritting, performance reporting, performance calculating, financial literacy, broker-dealer, independent RIA, ADV Part 1, ADV Part 2, crisis management, option trading
Information about Asset Management Group, Ltd
Company Rank: Not Available
Average length of employment : 14 years
Average salary of employees: $177,000
These are some of the questions we asked our climbers about their experiences with Asset Management Group, Ltd:
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| Were your performance expectations clearly communicated? | 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 |
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| 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 |
