Asset Management Specialist Job Description

Asset Management Specialist Job Description

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Asset management specialist provides end user IT Service Delivery support including, but not limited to technology deployment, hardware and software troubleshooting, root cause analysis, and asset inventory management.

Asset Management Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Will be responsible for publishing portions of the IT Asset Management strategy
Will have a strong understanding of large scale IT Asset Management systems and repositories
With the Software Asset Management Lead, establishing the IT Asset Management program development, implementation, and delivery - particularly as it pertains to enterprise software
Contributing to any IT Asset Management related projects
Performs standard duties and tasks, resolving routine questions and problems
Previous experience in Financial Services, with a preference for Asset Management
Mastery of PowerPoint, Word and Excel
Creative and innovative, with a strong commercial awareness
Fluency in foreign languages will be considered favourably, although not an essential
Fulfill orders for assets not available in the DAM system

Asset Management Specialist Qualifications

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

Licensing or Certifications for Asset Management Specialist

List any licenses or certifications required by the position: ITIL, IAITAM, SAM, ITAM, UKRND, W-8, SME, ISO, PMP, GIA

Education for Asset Management Specialist

Typically a job would require a certain level of education.

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

Skills for Asset Management Specialist

Desired skills for asset management specialist include:

MS Office applications
IT Asset Management
IT Assets
ITSM systems like ServiceNow and Remedy
Software licensing programs and deployment technologies
Oracle
Adobe
German is an advantage but not necessary
VMware
But not limited to

Desired experience for asset management specialist includes:

Performs daily account reconciliation between trading system, portfolio accounting system, and custodians
Handles pricing for all securities and afternoon reporting cycles for all asset management accounts
Presents portfolio risk reporting for all of asset management accounts to portfolio management team
Responsible for daily performance reporting
Performs monthly account reconciliations and sign offs between portfolio accounting system and custodians, including verification of custodian positions and ad hoc client reporting
Prepares quarterly customized performance reports for clients, consultants and interested parties

Asset Management Specialist Examples

1

Asset Management Specialist Job Description

Job Description Example
Our company is hiring for an asset management specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset management specialist
  • Handles quarterly account attribution by security, industry, sector, portfolio manager, and ad hoc requests by portfolio management team
  • Working directly with fund managers, writing for both institutional and wholesale audiences
  • Approve and ensure Authorization of all RE documentation is completed in accordance to policy (interaction with clients, corporate groups, policy of authorizations, etc)
  • Maintain historical and monitor current status of the portfolio & develop and monitor corporate budget for asset management and specific budgets for project implementation
  • Initiate and develop portfolio optimization studies
  • Assist client group studies to optimize their portfolio
  • Ensure completion of financial cost benefit analysis for project approval
  • Develop and monitor strategic budget
  • Responding to prospective and existing client queries in the form of RFPs, RFIs and DDQs, ensuring that they are completed in a timely manner and to a high standard
  • Populating the consultant database, working closely with the product team to ensure all data is up to date and accurate
Qualifications for asset management specialist
  • 2 to 5 years operations and fanancial analyst experience required
  • A skilled writer, ideally educated to degree level with experience in-house as an Investment Writer
  • Undergraduate BS or BA Degree
  • Demonstrated experience with OLAP and query tools
  • 5-8 years experience in portfolio or asset planning in a Corporate or Investment environment
  • Degree in Urban Planning, Urban Geography, Architecture, Civil Engineering, Finance (and /or other RE related education and experience)
2

Asset Management Specialist Job Description

Job Description Example
Our company is looking for an asset management specialist. 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 specialist
  • At least 10 years’ experience in architecture and engineering roles, managing complex, end to end, technology projects and programs, in a global, enterprise-scale environment
  • Provide risk management, identified risks and manage mitigation plans
  • Work with product specialists and investment writers to craft product propositions, manage the development and production of key product contents and collaterals
  • Work in a team to manage and launch product marketing campaigns primarily for banking and direct channels
  • Coordinate investment commentary collection, review, compliance approval submissions and dissemination of monthly investment commentaries
  • Support team members in event and conference execution, such as venue sourcing and site-visit, premium and material production and other logistical support prior to and at the event
  • Work on project basis with other local markets on product campaigns and launches
  • Maintain ICS asset management systems and support continued development
  • Take ownership of asset management across all Wind park assets globally, including switches, routers, PC Servers, Industrial Control Systems, PLC's
  • Leading the Load/validation of software licensing/purchasing and license entitlement data into the organization’s software asset management system/process (SNOW)
Qualifications for asset management specialist
  • Sound knowledge of the Canadian and US RE market
  • Knowledge of economic and business case evaluations
  • Proficient and current computer skills with specific expertise of MS Office
  • Capable to manage and monitor diverse RE portfolio (approx
  • Excellent financial and RE analytical skills
  • Ability to promote new ideas and concepts
3

Asset Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for an asset management specialist. 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 specialist
  • Produce forecasts of vacancy rates, rent growth, and other key metrics for specific investible markets
  • Provide bottom-up market reviews on new and existing investments in collaboration with the transaction team for Investment Committee
  • Monitor trends for listed real estate companies operating with the Apartment sector and collaborate with securities analysts on the implications of these trends
  • Build relationships with existing and potential clients through meetings, presentations and the provision of research insights
  • Develop contacts with sector and market experts and industry bodies, data providers and consultants
  • Requires technical, analytical, and operational knowledge to make decisions based on the outcome
  • Support various software delivery platforms
  • Be familiar with change control policies and practices
  • Document best practices and procedures
  • Work as a team member on a fast paced team
Qualifications for asset management specialist
  • IAITAM (trained or willing to be trained)
  • Internal ITAM Process and related procedures (trained or willing to be trained)
  • Knowledge of HP Asset Manager and Remedy would be an asset
  • Mulitiple positions require Spanish or Portuguese oral and written proficiency
  • Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization financial advisors and institutional clients
  • Previous experience in RFP writing within an institutional asset management firm
4

Asset Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of asset management specialist. 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 specialist
  • Applies fee management knowledge to address issues independently
  • Resolves inquiries from Financial Advisors regarding fees
  • Calculates Financial Advisor compensation at the gross level
  • Processes account payable, receivables and/or fixed asset transactions
  • Compiles, reviews and reports on statistical data and reports
  • Maintains product knowledge in order to assist with various broker dealer trades
  • Builds relationships with members of cross-functional areas in order to perform job duties such as with money managers, portfolio managers, and accountants across the organization
  • Keeps abreast of both business continuity and quality assurance standards
  • Maintains a high level of customer service with both internal and external clients
  • Prepares weekly management reports and analysis, on equipment inventory, equipment recovery efforts, including other asset tracking reports as needed by IT leadership and product owners for planning and budgeting purposes
Qualifications for asset management specialist
  • Excellent writing skills that can convey complicated investment concepts in an engaging and interesting way
  • Highly educated to degree level or equivalent
  • A self-starter with excellent product knowledge and an ability to hit the ground running
  • 3+ years of banking related experience and expert knowledge of operational functions of banking
  • BA/BS in Business, Finance or Accounting
  • Must have a strong knowledge of JPMC operational units
5

Asset Management Specialist Job Description

Job Description Example
Our company is hiring for an asset management specialist. 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 specialist
  • Collect data and produce required management reports
  • Act as point of contact for assurance functions such as auditors, Operational Risk Management, Compliance and others
  • Provide support to the business in audit related topics
  • Coordinate and supervise review of the Business Unit Plans across all locations
  • Support the maintenance and streamlining of the AM processes
  • Coordinate and manage the aircraft acceptance inspections for all trade-in aircraft
  • Coordinate and maintain all aircraft operational documents for each trade-in aircraft (RVSM, PBN, aircraft registration etc)
  • Identify, record, analyze and evaluate service bulletins, reports, documents, manuals, technical publications, criticisms presented, detected technical/operational problems, need for repair/changes, parts, components and/or system replacement
  • Work directly with the service center to ensure applicable Service Bulletins (post-delivery obligation agreements, if applicable) and ADs are implemented prior to aircraft delivery to its new owner
  • Develop and maintain a strong working relationship with the Global Service Centers
Qualifications for asset management specialist
  • Should be well versed in MSP, PBLOS, Microsoft, Excel, Power point
  • Intermediate knowledge of ECI workflow , downstream pass through systems and General ledger processing
  • Accuracy and precision of work
  • Prior experience with commercial loans and/or financial statement analysis preferred
  • Must be proficient in MS Office (Excel, Word, Outlook, ) with emphasis on advanced proficiency in Excel
  • While performing the duties of this job, the employee is required to sit, talk, hear, and use hands to finger, handle or feel objects, tools or controls, stand, lift, reach, walk, stoop, kneel, crouch, push, and pull

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