Asset manager vs investment banker

Differences between asset manager and investment banker duties and responsibilities

Asset manager example responsibilities.

• Manage and improve the processes require to support server end of life and normal windows patching processes.
• Manage a pipeline of assets/projects through the project life cycle of short sale/deed in lieu of foreclosure through closing.
• Manage and facilitate IRB investigations of report non-compliance and/or scientific misconduct.
• Recognize for financial acumen, successfully managing invoicing, vendor accounts, reconciliations, and target reports.
• Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
• Trade structured product securities for accounts manage by other portfolio managers base on economic conditions and the needs of specific portfolios.
Show more

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.
Show more