What does an Asset Management - Corporate Actions do?

Asset managers are responsible for the management of client assets. This role requires managers to regularly study and respond to market changes and to regularly communicate with clients about potential changes that may impact investment portfolios or other forms of assets. Asset managers must travel regularly to meet with stakeholders and must generate reports in a timely manner for each client. Asset managers can advance to analyst and senior analyst positions after successful years of service and additional educational attainment.

Asset managers require a Bachelor's degree in finance, business, or related fields. A Master's degree in business administration (MBA) may be preferred in some cases. Additionally, asset managers may need to possess a Certified Public Accountant title, which will require additional training and testing. This role requires individuals who are highly self-motivated, utilize effective communication skills, and can quickly solve problems.

  • Manage multiple client accounts and maintain effective communication with stakeholders
  • Regularly research market trends and changes that may impact managed assets
  • Identify important data insights and generate reports using business intelligence software
  • Create impact analysis reports and deliver reports to key stakeholders and clients
  • Communicate any needed account changes with clients in a timely manner
  • Analyze portfolio changes and identify any irregularities that may negatively impact client asset accounts
  • Make needed changes to client portfolio as needed
  • Organize and lead meetings with key stakeholders to review accounts
  • Master's degree in business administration (MBA) may be preferred
  • 0-5 years of experience for entry level positions
  • 5 or more years of experience may be preferred for specialized industries
  • Capable of handling multiple client accounts simultaneously while working in a high-pressure environment
  • Working knowledge of business and data intelligence software, such as Microsoft Power BI or Tableau
  • Experience with and skill at using spreadsheet software, including Excel
  • Comfort using Microsoft Office Suite, including Outlook and PowerPoint
  • Highly trustworthy and dependable, particularly when handling sensitive materials
  • Exceptional communication and writing skills, and capable of liasing with multiple levels within an organization
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.6 ★
Avg. Experience2-4 years

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Asset Management - Corporate Actions Career Path

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Asset Management - Corporate Actions Insights

Read what Asset Management - Corporate Actions professionals have to say about their job experiences and view top companies for this career.
Pyramid ConsultingPyramid Consulting
IT Asset Manager and SysOps Engineer
30 Mar 2021

“Shanu Rana my CCA was very helpful and easily approachable for any problems or questions I have.”

EFG BankEFG Bank
Asset Management
3 Mar 2020

“You get exposure in many aspects of Asset Management and a great amount of responsibilities.”

Harbor Freight ToolsHarbor Freight Tools
Asset Recovery
17 Aug 2020

“Good job to have in till you find a company that pays a competitive wage.”

Hanna AnderssonHanna Andersson
Digital Asset Coordinator
9 Apr 2020

“Our CEO is seriously one of the best businessmen I think we've had so far.”

IT Asset Management Analyst
20 Jul 2021

“People are nice and good to work with”

Golden EnterprisesGolden Enterprises
Asset Manager
1 Aug 2021

“Pays good and bonuses are great”

Florida Realty InvestmentsFlorida Realty Investments
Asset Manager
25 Mar 2020

“Good work and life balance”

Asset Management
8 Jul 2019

“Good Work Life Balance is strong.”

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