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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:
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
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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| 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 |
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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 |
