Asset Management Consultant Job Description

Asset Management Consultant Job Description

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Asset management consultant provides broad program management support for logistics and asset management services with regard to large enterprise data collection, system development, performance management, community outreach, analysis and reporting, strategic planning and asset management.

Asset Management Consultant Duties & Responsibilities

To write an effective asset management consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Understanding Digital Asset Management and Publishing processes and systems
Ability to give trainings to a broader audience
Assisting clients in selecting the Enterprise Asset Management Solution utilizing for example Maximo, EAM offerings from vendors such as Infor, Oracle, SAP, AssetWorks or other vendors
Implementing the solution including analysis, design, development, testing and implementation
Supporting the Enterprise Asset Management Solution
Maintain 20 + external consultant databases as required (monthly, quarterly, annually) with product and firm level data
Act as main point of data contact for Consultant Relations, Global Institutional Sales, Product Management and RFP group
Create custom reports for Consultant Relations group
Respond to RFIs, questionnaires and ad hoc consultant requests as needed
Primary point of contact for consultant requests for information, data verification and attestation, and searches

Asset Management Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Asset Management Consultant

List any licenses or certifications required by the position: ITIL, CISSP, CISA, CSAM, IAM, ITAM, IAITAM, ISTAT, ISO55001, ISO

Education for Asset Management Consultant

Typically a job would require a certain level of education.

Employers hiring for the asset management consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Engineering, Computer Science, Business, Finance, MBA, Management, Accounting, Business/Administration, Mathematics, Technical

Skills for Asset Management Consultant

Desired skills for asset management consultant include:

Condition assessment procedures
Data collection and analysis
Data gathering techniques
IBM
ISO 55000
Microsoft
PAS 55 experience
System performance monitoring
Area of public sector infrastructure with an emphasis on infrastructure asset management
Electrical

Desired experience for asset management consultant includes:

Working closely with software development teams, quality assurance (QA) and end user documentation and training to ensure business requirements allow for the release of high quality products on a timely basis
Working with other Product Management teams to ensure proper product integration across multiple Investment systems
Developing and providing training to internal staff and clients
Understanding of the investment management workflow
Up-to-date knowledge of current technological and investment industry changes
Valid passport and be available to travel, plus product training might require international travel

Asset Management Consultant Examples

1

Asset Management Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking for an asset management consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset management consultant
  • Development of internal tools used for Software Asset Management purposes
  • Implementation SAM technical and operational solutions
  • Participation in Software Asset Management engagements
  • Manage projects, including contracting, scope, schedule, budget, and product quality, for turnkey site investigation and remediation activities
  • Providing leading edge advice in asset management across the asset lifecycle from expenditure planning, asset creation, operation and maintenance and disposal
  • Working across sectors including water, government facilities (Defence, education, health, ) power, road, rail and local government
  • Managing existing client relationships while seeking new business opportunities
  • Project delivery, ensuring work is of a technically high standard and within time and budget constraints
  • Provision of mentoring to junior staff members
  • Be passionate about asset management and finding solutions that assist clients to realise greater value from their infrastructure
Qualifications for asset management consultant
  • Experience and knowledge of documenting functional specifications and requirement artefacts
  • Experience and knowledge of business rules analysis (identifying and decomposing policies and generic business statements and structuring atomic business rules)
  • Basic knowledge in Understanding of the benefits of managing whole portfolios and treating property as a strategic asset
  • Compliance risk management monitoring and assessment
  • Regulatory developments
  • Have begun to build a profile within your industry, presenting at industry conferences or contributing to a working party
2

Asset Management Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of asset management consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management consultant
  • Working with the Consultant Database Manager to maintain external consultant databases, including regular use of Lipper and Morningstar
  • Data entry and analysis to ensure the smooth distribution of accurate fund performance information
  • Sourcing and formatting data using Excel and internal software systems for outsourced production and internal department use
  • Creation and ownership of wider sales support and marketing literature such as bid/offer spreads, Due Diligence Questionnaires (DDQs) and fund charge sheets
  • Working with the marketing team on ad hoc tasks including the preparation of fund fact sheets and reporting materials for a range of products
  • Supporting the delivery of a variety of projects in the field of asset management
  • Responsible for life cycle cost projects with defined levels of responsibility
  • Help manage the life cycle cost business stream
  • Responsible for preparing proposals and client management
  • Responsible for defined business development initiatives
Qualifications for asset management consultant
  • Experience of working in a control function, such as Audit, Operational Risk, or Finance
  • A strong understanding of operations processes in asset management, alternative investment operations knowledge desired
  • Regional experience desired, and willingness to travel (est 20%)
  • Comprehensive knowledge of the Investment Company Act of 1940 and the Investment Advisers Act of 1940, the Securities Act of 1933, and the Securities Exchange Act of 1934
  • 5 years experience in compliance or audit in investment management
  • An understanding of the competitive global business environment awareness of economic, social, and political trends that impact the organization's global strategy
3

Asset Management Consultant Job Description

Job Description Example
Our company is growing rapidly and is hiring for an asset management consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management consultant
  • Primarily responsible for supporting the senior consultant advisors in their pursuit to obtain, maintain and leverage buy rankings to drive new business opportunities
  • Assuming responsibility for some tier 2 and tier 3 UK domestic consultants
  • Supporting the consultant advisors in their coverage of the research and field consultants, providing information and responding to queries while they are traveling
  • Being a liaison between the consultant advisors and the RFP, CAM and PAG teams
  • Organising and hosting some research meetings and responding to general queries
  • Working with the UK Institutional, Insurance and Sovereign teams in respect to identifying, tracking and progressing new business opportunities
  • Working with investment desks to tailor RFPs and presentations to the needs of the investment consultants
  • Assist in the gathering and consolidation of market information in the form of presentations and excel spreadsheets for use in internal management meetings
  • Liaise with the database team to ensure all consultant databases are up-dated and all pre pitch materials are provided in a timely manner
  • Coordinating external communications with consultants
Qualifications for asset management consultant
  • Plan and coordinate marketing campaigns and projects to meet business and marketing targets
  • BSc or MSc in geology, environmental science, or similar degree required
  • Additional knowledge of general Dutch environmental regulations, or other relevant multi-disciplinary skills will be considered as a plus
  • Experience working with government transport based clients
  • Ideally Chartered in relevant institution
  • Three years of experience in project management, corporate information systems within an audit, tax and/or advisory firm
4

Asset Management Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of asset management consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management consultant
  • Work closely with the RFP team to complete and review RFPs
  • Support the management of workload for the team in order to maximise utilisation at all times
  • Ensure the delivery of software components, test scripts or documentation as specified by senior members of a software development team
  • Develop the necessary tools to facilitate on-site or remote operations
  • Perform investment analysis on all appropriate types of investments used by small and mid-sized DC and DB plans, including mutual funds, insurance company separate accounts, CITs
  • Assists in the overall development of Reliability Centered Maintenance (RCM) programs for client organizations
  • Assists in identification of non-destructive testing and condition monitoring activities (predictive maintenance – PdM) and analysis of subsequent results
  • Development of predictive and preventive maintenance plans for existing and future equipment
  • Development of tools and techniques for the identification of equipment trending towards failure
  • Development of methodologies to identify when a repair or replacement activity is most effective remediation technique
Qualifications for asset management consultant
  • Understanding the Investment industry and trends
  • Working with management, sales, international offices, global support staff and Clients to define software requirements for respective products
  • Experience dealing with an external vendor software audit
  • Work on complex issues where analysis of situations or data requires an indepth
  • Process and procedure development, IT Asset Management System development and maintenance, Barcode scanner and inventory management, Data analysis and problem solving
  • Experience in an asset management firm in an analytical, data heavy role, either in-house or at a Data Publication organisation (Bloomberg, Morningstar or Lipper)
5

Asset Management Consultant Job Description

Job Description Example
Our company is looking to fill the role of asset management consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management consultant
  • Assessing tolerable levels of risk
  • Works with project team to prepare proposals, technical papers, presentations, reports and implementation plans
  • Analyze purchase records and other entitlement information (including contracts, EULAs, EAs, PURs )
  • Research and understand Product Use Rights, license allowances, and contractual entitlements for software products and manufacturers (with a specialty in manufacturers)
  • Participate and lead in customer communications across the entire life-cycle of a SAM project
  • Help with the creation innovative thought leadership around the future of Finance
  • Consult and partner with our Financial Institution clients to help them develop high performance solutions to advance their industry position, increasing profitability, improving customer engagement and managing shifting regulations
  • Support identification of appropriate investment strategies and promote the client’s wealth enhancement and planning
  • Contribute to important projects on a regional or global level applying skills in delivery and cost management while exhibiting leadership in process re-engineering and implementation of process, technology, strategy, and organizational change
  • Managing and contributing to strategic asset management and regulatory advice projects
Qualifications for asset management consultant
  • 5 plus years asset management sales experience
  • CFA or CAIA is preferable
  • In depth knowledge of the full array of JPMAM products sold in the institutional marketplace
  • Ability to position and differentiate JPMAM products from the competition
  • Understanding of individual consultant business models and full range of issues/trends confronting the industry
  • Must have proven experience with Server Software Asset Management

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