Asset Management involves managing investments on behalf of a client to reach specific financial objectives. Typically such a firm will manage a portfolio of securities including stocks, bonds, and other assets with the aim of increasing their value whilst mitigating risk based on the client’s risk appetite.

Purpose:

The primary goal of an asset management firm is to grow and preserve the wealth of their clients by making informed investment decisions and achieving their long-term financial objective.

  • Wealth Preservation: Through tailored investment decisions aligned with the client’s goals. Craft customised financial plans encompassing retirement, tax efficiency, and estate planning for long-term financial security.
  • Portfolio Diversification: Manage portfolios with various asset classes included stocks, bonds, real estate, and alternative investments.
  • Expertise and Research: Offer valuable insights and identifying investment opportunities based on market trends.
  • Access to Markets: Access to a wide array of investment opportunities globally typically inaccessible to individual investors.
  • Risk Management: Offer advanced risk management services to safeguard clients' assets from market volatility and unforeseen events.

Services:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax optimisation

Administrative Staff in Asset Management Firms:

Have you seen our blog What is a Family Office, where we have outlined what a typical administrative role can look like? Asset management firms fall into a similar category of prestige as family offices within the finance arena so there are not many differences in what your role and responsibilities could entail. They could seek an Executive Assistant with a few years’ experience to assist the Managing Partners as well as the CEO and the Board.

Typical responsibilities of an administrative staff member in an Asset Management Firm:

  • Calendar management
  • Travel arrangements
  • Communication handling
  • Meeting support
  • Client relationship management
  • Expense management
  • Office operations oversight
  • Project coordination
  • Compliance support
  • Event planning
  • General administrative support

We are here to assist you during every step of your career. Keep an eye on our job board and or LinkedIn Page for the latest Asset Management roles. Alternatively, you can contact us and find out more: info@bainandgray.com