An Asset Management Intern will analyze and develop investment strategies that support the client’s needs, and manage investment solutions for all global clients of the company. While actual duties can vary, the following are certain core tasks mentioned on the Asset Management Intern Resume– supporting updates of utility procedures; supporting the compilation of inspection documentation, participating in project design review process, attending design review meetings; providing meetings minutes with action items, researching and summarizing the nationwide real estate news, events and other documents, and providing innovative solutions to current project challenges.
Those seeking this job role must mention on the resume the following skills – wide experience in researching and data compilation; proficiency in MS Office, a basic understanding of financial concepts; and an interest in real estate investment and development. Most of the interns are fresh graduates with majors in economics or finance.
Objective : Asset Management Intern is responsible for Managing assets in accordance with the company's asset management policy, including capital expenditures and investments, Identifying assets that may be acquired by the company and recommend ways to optimize capital expenditures on them, Analysing current asset portfolio and recommend changes to improve efficiency or return on investment for assets owned by the company.
Skills : Wealth Management, Investment Banking, Microsoft Excel, Fluent in English, Spanish, Elementary Proficiency in French.
Description :
Collected information from specialists for final spreadsheet analysis related to reporting and certificate reconciliation expectations for June reporting period.
Assisted in discovery of errors in review of yes/no answers and descriptions.
Analysed adjustments of errors for payment vouchers.
Attended conference meetings including facilitation daily business operations.
Worked with multiple departments to ensure website appeared and was functioning properly.
Drafted one-page reports summarizing my findings to the Managing Director, who then distributed the reports to Harbor's investors.
Gained exposure to a variety of fund structuring methodologies in order to accommodate various investor types and capture tax efficiencies.
Experience
2-5 Years
Level
Executive
Education
Master Of Public Administration
Asset Management Intern Resume
Objective : Asset Management Intern with 2 years of experience in Ensuring all financial reporting is complete and accurate, including internal controls over financial reporting requirements of IRS; state auditors; BSA/SEC; FASB; SGA TOSCA (AML), Managing internal processes for asset valuation, accounting for depreciation of assets, including capitalization rates.
Skills : Excel, Microsoft Word, PowerPoint, Fluent In English, & Spanish.
Description :
Performed lease analysis for commercial, retail, and industrial tenants.
Performed underwritings in-place and in pro forma exhibiting financial performance.
Future Funding Reviewed draw submissions from borrowers for completeness for ultimate final submission of future funding requests from capital, leases, and debt service holdbacks and reserves.
Capital/Financial Trackers Created spreadsheets tracking capital expenditures, tenant improvements, and leasing commissions.
Analysed the monthly and quarterly data of Harbor's 4.2 billion dollar portfolio.
Ascertained their properties' net operating income, net effective rents, occupancy, ROE, and other metrics.
Experience
2-5 Years
Level
Executive
Education
B.S. In Finance Option
Asset Management Intern Resume
Objective : Over 3 years of experience includes maintaining JAVA applications by fixing bugs and error messages that would appear in the log files. I also have experience in writing my own Java classes and methods from scratch as well as backend stand-alone programs for writing files and sending them via FTP.
Skills : Excel, Salesforce, Bloomberg, QAD, Microsoft Office.
Description :
Worked with a team to complete tasks and solve software problems.
Conducted a complete inventory of all the IT assets in the building and updated the inventory database.
Participated in a software audit to ensure everyone had a license agreement for all required software.
Prepared reports and forms for Asset Management use.
Ran multiple projects simultaneously while keeping accurate records.
Collaborated directly with Alternative Investments Accounting team responsible for servicing over 1,700 Alternative Investment Entities (Private Equity funds, Hedge funds, and Real Estate funds).
Funds incorporated investments in fund of funds, regional, sector, commingled, secondary and co-investment strategies.
Experience
2-5 Years
Level
Executive
Education
Master's
Asset Management Intern Resume
Objective : Asset Management Intern is responsible for Creating and maintaining a vision for the companys future products and services, Identifying, prioritizing and developing new products/services for company growth, Working with marketing to help identify market opportunities for new products or services.
Skills : Detail Oriented Microsoft Windows Proficient Quick Learner Exceptional Communication Multi-line Phone Talent Strong Client Relations.
Description :
Constructed and updated marketing materials utilized in generating institutional capital for fund offerings.
Completed monthly/quarterly client reports, RFPs and compliance questionnaires, CFTC special call report, and custodian reconciliations of all U.S.
client accounts.
Participated in meetings with top executives, such as the CFO and President of Asset Management.
Proposed, developed and modified performance reports, utilizing VBA to automate and optimize efficiency.
Analyzed client portfolios to ensure sufficient diversification with client's risk tolerance and goals.
Actively participated in financial advisory group meetings on financial strategy by writing recaps.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Arts In Economics
Asset Management Intern Resume
Objective : Obtain an entry level Asset Management Intern position where my natural empathy, friendliness, intelligence openness, leadership abilities and communication skills will benefit an organization.
Skills : Microsoft Power Point, Troubleshooting.
Description :
Updated Salesforce to create an accurate database for client outreach.
Responded to clients' telephone inquiries and organised direct mail campaigns.
Created marketing collateral, brochures, web content and social media content.
Researched client relationships and assets.
Developed sales tools for the client base.
Implemented marketing campaigns for assets.
Controlled and monitored assets through the asset management process.
Experience
0-2 Years
Level
Entry Level
Education
B.S In Finance
Asset Management Intern Resume
Objective : A dedicated worker and quick learner. Excellent customer service, innovative, and written and oral communication skills. Willing to gain the knowledge and experience needed in order to be a valuable member of this department.
Skills : Factset, Bloomberg Terminal, MS Word, PowerPoint, Excel, HTML, PHP, SQL, Stata.
Description :
Investigated, analysed and evaluated the market for an asset class or asset type.
Created forecasts to evaluate potential returns of different asset classes from different investment strategies with respect to price, risk, liquidity, etc.
Developed a clear portfolio strategy for the year (for example: equity, fixed income) and implement it accordingly.
Monitored prices of selected assets daily against market expectations (i.e., actual price vs. expected price) & execute on recommended changes as required within a specified time frame.
Kept in mind that this is not an exact science so you must be able to adjust your strategy based on market conditions (i.e., if stock prices are down or up).
Managed inventory and purchase requisitions.
Managed physical assets such as office equipment, vehicles, and materials.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Science In Finance
Asset Management Intern Resume
Objective : A passionate, innovative, accomplished and results-driven professional with extensive experience gained in wealth management, investment strategies, alternative investments, portfolio management and investment banking. Holds a Degree in Economics and a strong understanding of the finance industry and local markets, with a proven ability to develop both corporate and private client relations as well as skilled in providing robust follow up skills with a great attention to detail and strong reporting skills.
Skills : CRM, Digital Marketing, Finance, Accounting, Microsoft Office, Research, Web Analytics, Social Media.
Description :
Maintained a work area that is clean and organised.
Inspected inventory weekly to make sure it is current with operating procedures and policies.
Made sure all physical assets are maintained in accordance with company policies, practices, and procedures.
Provided support for all internal asset management processes including: budgeting, tracking, billing, insurance claims, etc. & attend quarterly meetings with upper management on asset management issues.
Completed monthly reports on all financials.
Worked with accounting and finance to ensure that the companys financial statements are accurate and on time.
Assisted with internal reporting by preparing financial statements, preparing asset management reports, writing reports or presentations, filing reports or presentations with the Internal Audit Department or other appropriate department(s), and working with internal auditors when needed.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Arts In Finance
Asset Management Intern Resume
Objective : Asset Management Intern is responsible for Monitoring and managing your own asset inventory, Coordinating with the Asset Management Department to coordinate vehicle movement and delivery schedules, Conducting vehicle inspections with a focus on safety, reliability, and maintenance.
Reported to the Chief Financial Officer as required.
Attended training in asset management basics.
Implemented systems to support asset management projects as assigned.
Implemented systems to support other business functions (e.g., marketing) as assigned.
Assisted with the development of reports, queries, and other asset related tasks.
Created a plan to manage assets based on asset type, usage, and operating environment (e.g., servers, storage devices).
Provided input to the Asset Management team on asset related issues that are not being addressed by existing processes or internal resources.
Experience
0-2 Years
Level
Entry Level
Education
GED
Asset Management Intern Resume
Objective : Asset Management Intern is responsible for Assisting with the preparation of monthly reports for an external auditor or internal auditors in order to ensure accountability, Assisting with the preparation of monthly reports for an internal auditor or external auditor in order to ensure accountability, Working closely with your Asset Management Supervisor.
Established a process to assign cases to the Asset Management team based on priority and/or relative urgency.
Worked with third party partners to develop standard reporting formats for asset management analysis and reporting using industry best practices (e.g., Gartner HCM).
Provided input into planning for large projects involving.
Collaborated with the finance team to ensure compliance with accounting policies and procedures.
Managed the companys inventory by selecting the best products for selling at the best price to maximise sales volume and profitability.
Planned and executed a marketing strategy that increases sales of products at the expense of competitor products.
Analysed financial reports to determine how asset and income are being used in operations. Identify areas in which there is excess capacity or a lack of utilisation.
Experience
0-2 Years
Level
Entry Level
Education
MS
Asset Management Intern Resume
Objective : Asset Management Intern is responsible for Working closely with product managers to determine which features should be included in upcoming product releases, Working closely with marketing to determine how best to communicate these products/services to customers, Completing all required training required by our company and internal departments.
Skills : Detail-Oriented, Planning, Business Management.
Description :
Managed accounts payable by approving payment of all invoices on time, tracking invoice balances against contract terms and completing payment transactions accurately and on time.
Created any information required for legal compliance including maintaining a safety sensitive inventory of hazardous goods.
Prepared financial statements annually as required by law.
Identified new business opportunities.
Ensured that business priorities are met by every expense line.
Managed the asset portfolio by identifying opportunities that can be integrated into the business or eliminated.
Reviewed credit applications for approval, approve all accounts payable invoices in a timely manner, and communicate approval decisions to business partners or vendors.
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