Asset Manager Business & Administration Technicians

The handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards environmental and social stakeholders.

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2 books

Corporate Social Responsibility and Sustainability

Katarzyna Bachnik, Magda…

2022

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Corporate Social Responsibility and Governance

Panagiotis Dimitropoulos…

2022

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The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …

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1 book

Mathematical Portfolio Theory and Analysis

Siddhartha Pratim Chakra…

2023

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The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five …

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1 book

Asset Recovery Handbook

Jean-Pierre Brun, Anasta…

2020

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The process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financial …

The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

Provide advice on risk management policies and prevention strategies and their implementation, being aware of different kinds of risks to a specific organisation.

Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase …

Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …

Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.

Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.

Lead and manage according to the organisation's code of conduct.

Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.

Predict and manage financial risks, and identify procedures to avoid or minimise their impact.

Meet with clients to review or update an investment portfolio and provide financial advice on investments.

Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.

Analyse expenditures to verify whether some may be classified as assets in the case where it is likely that the investment will return profit over time.

The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of …

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2 books

Asset Management: Tools And Issues

Frank J Fabozzi, Frances…

2020

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Introduction To Finance: Financial Management And Investment Management

Pamela Peterson Drake, F…

2021

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The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.

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1 book

Alternative Finance

Mina Fanea-Ivanovici, Ha…

2024

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The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.

The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …

Implement company policies and procedures in the credit risk management process. Permanently keep company's credit risk at a manageable level and take measures to avoid credit failure.

Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.

Analyse the credit files of an individual, such as credit reports which outlines a person's credit history, in order to assess their creditworthiness and all the risks that would be …

Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

Handle disputes between individuals or organisations, either public or corporate, which deal with financial matters, accounts, and taxation.

Identify the areas in which the client may require aid and investigate the possibilities for meeting those needs.

Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …

Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

Set up procedures for maintaining and improving health and safety in the workplace.

Provide colleagues, clients or other parties with financial support for complex files or calculations.

Analyse expenditure accounts against the income and usages of different company units, companies, or organisms at large. Recommend usage of financial resources in efficient manners.

Negotiate with banking professionals or other parties functioning as lenders in order to negotiate the interest rates and other aspects of the loan contract in order to obtain the most …

Negotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to …

Review the documentation and gather information on the closing process of assets trading, the step in which the ownership is officially transferred from one party to another, in order to …