Asset management analyst job description
Updated March 14, 2024
8 min read
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Example asset management analyst requirements on a job description
Asset management analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in asset management analyst job postings.
Sample asset management analyst requirements
- Bachelor's degree in finance, economics, or related field
- 3-5 years of experience in asset management
- Proficiency in Microsoft Office Suite
- Knowledge of financial markets, regulations, and strategies
- Experience in portfolio management and risk assessment
Sample required asset management analyst soft skills
- Strong communication and interpersonal skills
- Ability to analyze financial data and make informed decisions
- Excellent organizational and problem-solving skills
- Ability to work independently and as part of a team
- Strong attention to detail
Asset management analyst job description example 1
First Horizon Bank asset management analyst job description
Location: Birmingham; will consider candidates located in Memphis, Charlotte, Atlanta and New Orleans.
The Corporate Treasury department is looking for a senior financial analyst to aid in the measurement, analysis, and reporting of First Horizon's interest rate risk position as well as other key metrics. The results produced by the senior analyst will assist in the development of asset/liability and balance sheet management strategies.
Responsibilities
+ Performs balance sheet and income forecasting to aid in the analysis of interest rate risk using earnings simulation and discounted cash flow models using the ALM modeling software
+ Reconciles actual and forecasted results and modifies models to improve future forecasts
+ Conducts analysis and determines various input assumptions for the ALM model including, but not limited to, non-maturity deposit betas, asset prepayments and deposit decay rates
+ Support financial functions including interest rate risk, liquidity risk, capital management and stress testing, budgeting, forecasting, funds transfer processing, profitability and investment management
Requirements
- Bachelor's Degree in Finance, Mathematics, Statistics or another analytical discipline; Masters degree highly preferred- 7-10 years of experience (some ALM or capital markets required) or equivalent combination of education and experience- CFA/CPA/FRM or progress towards any of these designations preferred- Proficiency with Microsoft Suite- Special software: Empyrean/QRM/BancWare ALM systems, SAS, SQL Server, Hyperion Essbase, Bloomberg all preferred
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
The Corporate Treasury department is looking for a senior financial analyst to aid in the measurement, analysis, and reporting of First Horizon's interest rate risk position as well as other key metrics. The results produced by the senior analyst will assist in the development of asset/liability and balance sheet management strategies.
Responsibilities
+ Performs balance sheet and income forecasting to aid in the analysis of interest rate risk using earnings simulation and discounted cash flow models using the ALM modeling software
+ Reconciles actual and forecasted results and modifies models to improve future forecasts
+ Conducts analysis and determines various input assumptions for the ALM model including, but not limited to, non-maturity deposit betas, asset prepayments and deposit decay rates
+ Support financial functions including interest rate risk, liquidity risk, capital management and stress testing, budgeting, forecasting, funds transfer processing, profitability and investment management
Requirements
- Bachelor's Degree in Finance, Mathematics, Statistics or another analytical discipline; Masters degree highly preferred- 7-10 years of experience (some ALM or capital markets required) or equivalent combination of education and experience- CFA/CPA/FRM or progress towards any of these designations preferred- Proficiency with Microsoft Suite- Special software: Empyrean/QRM/BancWare ALM systems, SAS, SQL Server, Hyperion Essbase, Bloomberg all preferred
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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Asset management analyst job description example 2
Arbor Realty Trust asset management analyst job description
The Analyst, Asset Management will be responsible for the analysis, servicing and reporting of loans in Arbor Realty Trust's (ART) loan portfolio.
Essential Job Functions (Duties/Responsibilities)
The Analyst, Asset Management will have the following duties and responsibilities, including but not limited to:
Assist with financial analysis of commercial real estate properties including operating, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, review and analysis of leases, appraisals and engineering reports and review of monthly billings.
Compile and edit financial reports for investors, auditors, and senior management; including but not limited to CLO investor newsletters, management reports, and rating agency reports.
Property valuation including market analysis and research.
Maintain data and run reports in the Enterprise loan servicing system.
Lead Asset Management activities for a portfolio of Agency loans.
Qualifications
Education: Bachelor's degree, preferably in Finance or a related discipline.
Experience: Prior experience in finance or related field; prior experience in real estate, risk/financial analysis, valuation of commercial real estate properties, underwriting or asset management of Fannie Mae and/or Freddie Mac loans, client relationship management, distressed loan workouts, capital markets and property rehabilitations are a plus.
Knowledge/Skills/Abilities:
Advanced skills in Microsoft Excel; and proficiency with Microsoft Outlook, PowerPoint and Word; Loan servicing system experience a plus (I.e. Enterprise).
Excellent financial, analytical, communication, project management and multi-tasking skills.
The qualified candidate will be hard-working, a quick learner, detail-oriented, well-organized and able to work alone as well as with others to reach a common goal.
Travel: Minimal
We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
Essential Job Functions (Duties/Responsibilities)
The Analyst, Asset Management will have the following duties and responsibilities, including but not limited to:
Assist with financial analysis of commercial real estate properties including operating, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, review and analysis of leases, appraisals and engineering reports and review of monthly billings.
Compile and edit financial reports for investors, auditors, and senior management; including but not limited to CLO investor newsletters, management reports, and rating agency reports.
Property valuation including market analysis and research.
Maintain data and run reports in the Enterprise loan servicing system.
Lead Asset Management activities for a portfolio of Agency loans.
Qualifications
Education: Bachelor's degree, preferably in Finance or a related discipline.
Experience: Prior experience in finance or related field; prior experience in real estate, risk/financial analysis, valuation of commercial real estate properties, underwriting or asset management of Fannie Mae and/or Freddie Mac loans, client relationship management, distressed loan workouts, capital markets and property rehabilitations are a plus.
Knowledge/Skills/Abilities:
Advanced skills in Microsoft Excel; and proficiency with Microsoft Outlook, PowerPoint and Word; Loan servicing system experience a plus (I.e. Enterprise).
Excellent financial, analytical, communication, project management and multi-tasking skills.
The qualified candidate will be hard-working, a quick learner, detail-oriented, well-organized and able to work alone as well as with others to reach a common goal.
Travel: Minimal
We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
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Asset management analyst job description example 3
RingCentral asset management analyst job description
Say hello to possibilities
It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're the global leader in cloud-based communications and collaboration software. We are fundamentally changing the nature of human interaction-giving people the freedom to connect powerfully and personally from anywhere, at any time, on any device.
We're a $1.5 billion company that's growing at 30+% annually and we're expanding our IT Team to make sure we stay ahead of the competition.
To succeed in this role you must have experience in:
Strategic
Implement (or refresh) policies and procedures for tracking the sign-in and sign-out of mobile assets, such as laptops, PDAs, and other devices.Maximize partially used IT assets and deploy as loan devices to achieve full efficiency and the return of investment from company resources.Collect used and non-functional assets data to implement plans for asset procurement and disposal.Participate in the evaluation of the asset management process.Knowledge on Software Governance and LifecycleKnowledge of ITIL processes and Hardware/Software Asset Management
Acquisition and Deployment
Create reports on hardware and software asset reconciliation including licensing, warranty, and maintenance/support contract information.Compare warranties, maintenance agreements, and vendor contracts to assist with asset upkeep, upgrades, repair, and replacement.Track and maintain copies of hardware and software licenses, warranties, maintenance agreements, and vendor contracts, according to processes and procedures currently in place.Enter all software and hardware serial numbers or identification tags into FreshService (ITSM) and ensure information is up to date and accurate.Perform inventories and usage monitoring of all IT assets and record all findings, changes, physical location, and incidences of support.Effectively communicate asset management strategies to team members and partners in a timely and clear fashion.Investigate and resolve exceptions and accuracy issues on FreshService.
Operational Management
Analyze user data needs and determine needs resolved through automated repeatable processes.Prepare transparent standard reports and analyze them to support business needs.Handle small projects, present results, and meet deadlines by collaborating on multiple projects.Document business requirements to depict user needs with complimentary technical requirements.Develop and enhance spreadsheets and databases' functionality like usage of forms, templates, and logic functions.Handle information processed confidentiality and the proprietary nature of the database.Ensure high data quality through regular quality checks.Offer compliance, customer concerns, operational and supplier audits, data analytics, and complex activity administration daily.Decompose high-level business needs into functional needs by understanding problems and determining data needs.Develop and create data layouts like tables, charts, graphs, heat maps, and process flow diagrams.Extract, filter, and aggregate data through logical queries and basic programming.
Other Requirements
Amenable to work on night shifts and extended hours This is a temporary Work From Home arrangement and the candidate should be flexible in working hours and locations for our new offices (Ortigas or Cubao)
RingCentral's IT team ensures company data is accessible, secure, and optimized in ways that provide a maximum competitive advantage. We are constantly discovering, developing, and deploying innovations that power productivity and drive better decisions for our customers. Our IT professionals are talented, ambitious, out-of-the-box thinkers who love to learn on the job-planning, deploying, and maintaining state-of-the-art technology to deliver flawless performance 24/7/365.
RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as the Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote, and hybrid work options optimized for the ways we work and live now.
What we offer:
RingCentral offers all the work/life benefits you could ever want, (and none of the micromanagement.)
Work from home temporarily between September 2021 to December 2021, or until further notice Comprehensive HMO package (medical and dental) Personal Time Off LeavesQuarterly Performance BonusEmployee Assistance and Wellness Programs
About RingCentral
RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost-effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world.
RingCentral is an equal opportunity employer that truly values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
By completing your application for this role, you:
Agreed that the information collected through this site will only be processed with your prior consent and for the purpose of facilitating your employment opportunities Have read and agreed to our Data Privacy Policy
RingCentral, Inc. is a US-based company engaged as a global provider of cloud unified communications and collaboration solutions. It is being serviced in the Philippines by its off-shore partner Acquire Asia Pacific Philippines, Inc.
#LI-FM1
It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're the global leader in cloud-based communications and collaboration software. We are fundamentally changing the nature of human interaction-giving people the freedom to connect powerfully and personally from anywhere, at any time, on any device.
We're a $1.5 billion company that's growing at 30+% annually and we're expanding our IT Team to make sure we stay ahead of the competition.
To succeed in this role you must have experience in:
Strategic
Implement (or refresh) policies and procedures for tracking the sign-in and sign-out of mobile assets, such as laptops, PDAs, and other devices.Maximize partially used IT assets and deploy as loan devices to achieve full efficiency and the return of investment from company resources.Collect used and non-functional assets data to implement plans for asset procurement and disposal.Participate in the evaluation of the asset management process.Knowledge on Software Governance and LifecycleKnowledge of ITIL processes and Hardware/Software Asset Management
Acquisition and Deployment
Create reports on hardware and software asset reconciliation including licensing, warranty, and maintenance/support contract information.Compare warranties, maintenance agreements, and vendor contracts to assist with asset upkeep, upgrades, repair, and replacement.Track and maintain copies of hardware and software licenses, warranties, maintenance agreements, and vendor contracts, according to processes and procedures currently in place.Enter all software and hardware serial numbers or identification tags into FreshService (ITSM) and ensure information is up to date and accurate.Perform inventories and usage monitoring of all IT assets and record all findings, changes, physical location, and incidences of support.Effectively communicate asset management strategies to team members and partners in a timely and clear fashion.Investigate and resolve exceptions and accuracy issues on FreshService.
Operational Management
Analyze user data needs and determine needs resolved through automated repeatable processes.Prepare transparent standard reports and analyze them to support business needs.Handle small projects, present results, and meet deadlines by collaborating on multiple projects.Document business requirements to depict user needs with complimentary technical requirements.Develop and enhance spreadsheets and databases' functionality like usage of forms, templates, and logic functions.Handle information processed confidentiality and the proprietary nature of the database.Ensure high data quality through regular quality checks.Offer compliance, customer concerns, operational and supplier audits, data analytics, and complex activity administration daily.Decompose high-level business needs into functional needs by understanding problems and determining data needs.Develop and create data layouts like tables, charts, graphs, heat maps, and process flow diagrams.Extract, filter, and aggregate data through logical queries and basic programming.
Other Requirements
Amenable to work on night shifts and extended hours This is a temporary Work From Home arrangement and the candidate should be flexible in working hours and locations for our new offices (Ortigas or Cubao)
RingCentral's IT team ensures company data is accessible, secure, and optimized in ways that provide a maximum competitive advantage. We are constantly discovering, developing, and deploying innovations that power productivity and drive better decisions for our customers. Our IT professionals are talented, ambitious, out-of-the-box thinkers who love to learn on the job-planning, deploying, and maintaining state-of-the-art technology to deliver flawless performance 24/7/365.
RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as the Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote, and hybrid work options optimized for the ways we work and live now.
What we offer:
RingCentral offers all the work/life benefits you could ever want, (and none of the micromanagement.)
Work from home temporarily between September 2021 to December 2021, or until further notice Comprehensive HMO package (medical and dental) Personal Time Off LeavesQuarterly Performance BonusEmployee Assistance and Wellness Programs
About RingCentral
RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. More flexible and cost-effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world.
RingCentral is an equal opportunity employer that truly values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
By completing your application for this role, you:
Agreed that the information collected through this site will only be processed with your prior consent and for the purpose of facilitating your employment opportunities Have read and agreed to our Data Privacy Policy
RingCentral, Inc. is a US-based company engaged as a global provider of cloud unified communications and collaboration solutions. It is being serviced in the Philippines by its off-shore partner Acquire Asia Pacific Philippines, Inc.
#LI-FM1
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Updated March 14, 2024
Updated March 14, 2024