Asset Management

Careers in Finance:Asset Management Kurt Martinson 01.16.2008...  Clients: Institutions, high net worth clients, retail investors, pension funds, governments, foundations.. Asset Manage

Careers in Finance:

Asset Management

Kurt Martinson 01.16.2008

Overview

What is Asset Management?

solutions.

 Clients: Institutions, high net worth clients, retail investors, pension funds, governments, foundations

Funds, Private Equity, Real Estate, etc

Asset Management

Branches

Asset Management

Investment

Areas in AM

 bringing in new business

 servicing current clients

 explaining strategy & products

(Analytics)- construct portfolios

 directly trade securities

 monitor daily accounts

Typical Career Path

2-4 Year

Portfolio Manager

Hedge Fund Manager James Madison

University

Analyst Job Options

 financial analysis

 prepare client communication materials

 assist PM in developing trade flows

 review comparisons of account positions

 work with buy-side analysts

 analysis & views on products, securities, industry sectors, etc

Analyst Job Options

 build models for wide range of products

 provide metrics to PMs to help in portfolio construction

 product & services positioning

 prepare client presentations

 perform competitive analysis

 respond to client inquiries

Day in the Life

Financial Times on my way in

client portfolios.

some clients hold.

week with one of their corporate clients Shares look expensive on first look so I decline.

the market and portfolio strategies.

our biggest clients

Three Skills

for AM

 Be well read on the markets and the economy (WSJ, Barron’s, Financial Times etc.)

 Have your “Tell me about yourself” statement

 Know three level above what your resume states.

 Know the job you are applying for

 Why that particular company?

 Why is that position a good fit?

 Have thoughts on economy ready

 Have pitch for securities that you are bullish on How do you value a company?

Tools/Resources