Pr & Associates, Llc, Dba, The Stalwart Group, Llc Work Values

Daily Duties at Pr & Associates, Llc, Dba, The Stalwart Group, Llc:

Chief Investment Officer (CIO), Director of Investment Research, develop, implement, maintain, capital market assumptions, sound manager due diligence, quantitative/qualitative analysis , Manager searches, on-site, internal manager searches, manager recommended list, SMA's, mutual funds, funds of funds, ETF's, stocks, bonds, money market, REITS, REOCS, private placements, limited partnerships, emerging markets provide, stop-loss strategies, currency hedging, commodities strategies, year-end tax harvesting analysis, strategic asset allocation strategies,portfolio reviews, portfolio risk/return analysis, portfolio tax efficiency analysis, portfolio construction, portfolio risk sensitivity analysis, cash-flow analysis, annual budgeting review, performance evaluation, monthly, quarterly, annually, inception, performance comparison, target, peers, indices,performance accuracy, return, alpha, beta, standard deviation,information ratio, asset correlation analysis, market dynamic analysis, research macroeconomic factors, set-up balancing policy and procedures, provide, review financial plans, draft complex financial plans,review sophisticated trust and estate documents, review and prepare tax reruns, individual, corporate, partnership, trust, 5500 returns, tax consulting, organizational structure consulting, Treasury Consulting, ERISA 3(38) management, structured notes, manage, Defined Contribution Plans 401(k), 403(b) Plans, Defined Benefit Plans, Foundations, Endowments, Trusts, Corporate Cash Treasury, high-net worth clients, trade execution, daily trade reconciliations, daily cash reconciliation, resolve and document trading issues, meet with investment committees, conduct RFI's and RFP's, DC 404(c) reg reviews, 401(k) plan administration reviews, 401(k) compliance reviews, DB-liability driven analysis, DB demographics study, Foundation/Endowment/Trust spending policy reviews,

What they like about Pr & Associates, Llc, Dba, The Stalwart Group, Llc:

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

Associate Tax Accountant, Tax Consulting, Investment Portfolio Manager, Estate and Financial Consulting, Small Business Consulting, Manager Due Diligence Analysis, 401(k) Consulting, Foundation/Endowment Consulting, 403(b) Consulting, DB Consulting, Individual Tax, Partnership Tax, Trust Tax, Portfolio Analysts, Financial Analysts, Corporate Treasury Analysis

Skills

• Estate/Financial Planning design, implication and monitoring, , • Tax efficiency reviews,, • Tax preparation (individuals, trust, state and local),, • Tax review, small corporations,, • Tax consulting, individuals, trust and small corporations,, • Review and analyze company financials,, • Evaluate and analyze, analysts forecasted financials in order to anticipate how company stock prices (future) may be impacted,, • Work with Independent RIA’s, Broker-Dealers and Independent Insurance Agencies, providing access to an institutional money management philosophy and process platform,, • Prepare customized “Investment Policy Statements” individuals, corporate, DC, DB, Trust and Foundations/Endowments, • Prepare customized “Investment Policy Statements” individuals, corporate, DC, DB, Trust and Foundations/Endowments, • Prepare customized asset allocation analysis designed to evaluate a client’s risk/return characteristic. Implementation of strategic investment strategies that give clients the greatest opportunity to accomplish their short, intermediate and long-te, • Prepare sophisticated financial plans for high-net worth clients and prospects, , • Monitor market dynamics and strategically adjust a client’s asset allocation to reflect market dynamics,, • Develop and implement policy and procedures around the utilization of alternative investments as a strategic allocation component in international markets (fixed, emerging, real estate) hedge funds, fund of funds, private equity, commodities, structur, • Serve as an ERISA 3(38) Investment Manager for Qualified Plans (DB, DC Plans),, • Serve as Fiduciary for client Trust, , • Establish policy and procedure related to trade executions and settlement reconciliations. Advise clients on portfolio trading-related issues, securities finance and custody-related issues,, • Reconcile daily trade activity,, • Conduct demographic studies on Defined Benefit Plans to evaluate and recommend strategic changes to current asset allocations strategies, • Evaluate DB plans surplus or deficit to determine their effects on funding and propose asset allocations changes accordingly,, • Evaluate Foundations and Endowments spending policies and their effects on asset allocations, make allocation recommendations and implantation,, • Review DC plans compliance to 404© rig,, • Review and assess the tax efficiency of portfolios,, • Research macroeconomic factors and capital market environments; prepare forecasting reports on relative valuations and prospective returns for model portfolios,, • Research and write papers on various subjects such as passive vs. active investing, utilizing a core strategy with satellite managers, target vs. actual allocation with active rebalancing, , • Conduct and/or review research on special projects regarding asset allocation, asset class studies (correlation analysis), investment manager mix, quantitative overlay strategies, and risk management techniques,, • Review and assess the risk/return characteristics for an existing portfolio by preparing and analyzing portfolio reports and investment exposure, in conjunction with asset allocation and risk/return optimization software,, • Conduct manager due diligence, qualitative and quantitative, including on-site visits, , • Quarterly performance review and evaluation; comparing managers against indexes/peers, a portfolio against customized bench markets and evaluating mangers performance attributes,, • Reconcile and prepare composite performance reports for client’s entire asset basis (liquid, non-liquid assets at multiple custodians)., Considerable experience identifying and addressing client needs, Strong ability to create value add propositions, Significant experience in maximizing resources, engagements/projects, budgeting, billing and accounts receivable , prepare, coordinate and review complex written and verbal materials , Research complex issues with varying points views on various industry trends, deep understanding and ability to develop industry specific performance benchmarks , An ability to share methodologies and approaches in complex areas such as compliance, asset allocation structure, treasury issues, estate/financial planning issues and various risk management issues, Develop work papers and organize documentation for research projects, Perform and supervise major engagement tasks to completion and delivery , Strong ability to consult with and provide solutions to various issues , Ability to write clear and professional e-mails, Highly motivated self-stater and have experience in managing multiple client engagements, Supervise teams to create an atmosphere of trust; seeking diverse views to encourage improvements and innovation; coaching staff and including providing timely meaningful written and verbal feedback , Excellent verbal and written communication skills, Experienced in public accounting, Ability to work independently and/or part of a team, Analytical and problem solving skills, Excellent written and verbal communication skills , Interpersonal skills to effectively interact with clients, peers and all individuals I contact , Above average working knowledge of Microsoft word and excel, Strong ability to establish new clients, while maintaining the highest of professionalism with current clients , Ability to provide additional services to existing clients

These are some of the questions we asked our climbers about their experiences with Pr & Associates, Llc, Dba, The Stalwart Group, Llc: