Asset Management

Your asset management is in good hands with the recruitment firm Vauban Executive Search.

Reporting to the portfolio manager or investment director, the asset manager holds a high-level position . They work directly with clients, whose role is to grow their capital while generating long-term returns. Essentially experienced, they must possess managerial and interpersonal skills perfectly suited to the company whose portfolio they manage. At Vauban Executive Search, we are the premier headhunting recruitment firm. You can rely on our expertise to select the best candidates and find the perfect fit for your needs.

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A profession encompassing various activities but converging towards the same goal

A term encompassing a large number of professions

An asset manager can company . They can also manage the investment products of an asset management company or a hedge fund. An asset manager may work exclusively for a single financial institution or manage the accounts of multiple clients, such as mutual funds or investment companies .

There are different types of asset management : collective management, assisted or advised management, managed management, and discretionary management (which must be managed by a professional approved by the AMF).

A common thread lies in the decision-making process

Although several terms are used to describe them (portfolio manager, bond manager, mutual fund manager, analyst manager), asset managers all share the same objective . They must strive to balance costs and risks against expected returns, in order to achieve predefined goals. It is up to them to decide whether to buy or sell securities. The daily profit and loss (P&L) in their portfolios reflects their performance.

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The evaluation of both the skills and the personality of the candidates

A profession that requires transferable skills

In addition to possessing a good general knowledge , asset management requires fluency in English and proficiency in standard office software. A skilled expert in the stock market, an asset management manager is capable of conducting financial analyses of companies, examining gains and losses.

The required qualities

He must possess strong interpersonal skills and be able to work effectively in a team. In constant contact with other market participants , he shares his analyses with other fund managers, as well as brokers, traders, and analysts. Thanks to his ability to anticipate and synthesize information, he handles stressful situations with a healthy sense of risk. This stress is amplified by the potentially enormous sums of money under management.

The need to have completed appropriate training in addition to essential experience in the financial sector

Appropriate training

Asset management executives typically hold degrees from business or engineering schools with a specialization in finance . They may also hold a Master's degree (Bac +5 level) in banking, finance, economics, auditing, statistics, or mathematics, or an MBA or specialized Master's degree (Bac +6 level). They can also acquire their status through continuing education by obtaining a SFAF (French Society of Financial Analysts) or CIIA (Certified International Investment Analyst) certification.

A profession not accessible to young, inexperienced graduates

Recent graduates lack the experience required to directly access asset management . It is only after 3 to 5 years, once they have proven themselves in financial analysis, that they can break into this field.

Ancillary activities to the profession and career prospects

Additional activities

Asset management may involve developing sector-specific economic outlook notes, dealing with the nature of the management mandate by negotiating with the client, or raising awareness among a bank's teams about portfolio management issues.