Asset management analyst vs investment banker

Differences between asset management analyst and investment banker duties and responsibilities

Asset management analyst example responsibilities.

• Modify and test data models design for remedy database used to manage inventory of hardware and software.
• Manage all areas of PC physical inventory including remote site visits to audit for compliance with procedures and policies.
• Manage SharePoint library and request accurately.
• Prepare and post journal entries (re-classes, accruals, accrual reversals) and provide support documentation for month-end close.
• Perform general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
• Analyze CIP and review capital asset supporting documents.
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Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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