KPMG

Senior Associate, Asset Management

KPMG

Sacramento, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly motivated individual with a passion for asset management? Do you have a strong understanding of financial markets and a proven track record of driving results? If so, KPMG is looking for you to join our team as a Senior Associate in Asset Management. As a global leader in professional services, KPMG offers a dynamic and challenging work environment where you can utilize your skills and expertise to support our clients' financial goals. In this role, you will have the opportunity to work closely with our experienced professionals, develop relationships with clients, and contribute to the success of our asset management practice. If you are ready to take the next step in your career and make a meaningful impact, we encourage you to apply for this exciting opportunity.

  1. Conduct in-depth research and analysis of financial markets, asset classes, and investment strategies to support clients' financial objectives.
  2. Develop and maintain relationships with clients, acting as a trusted advisor and providing high-quality services that meet their needs.
  3. Collaborate with a team of experienced professionals to deliver comprehensive asset management solutions and drive results for clients.
  4. Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and provide strategic insights to clients.
  5. Utilize your expertise and knowledge to identify potential opportunities for clients to optimize their investment portfolios and achieve their financial goals.
  6. Participate in the development and implementation of asset management strategies and processes to improve efficiency and effectiveness.
  7. Communicate effectively with clients, colleagues, and other stakeholders to provide updates, recommendations, and solutions.
  8. Take ownership of projects and tasks, ensuring timely and accurate completion while adhering to quality standards.
  9. Mentor and support junior team members, providing guidance and support to develop their skills and capabilities.
  10. Adhere to KPMG's values and ethical standards, maintaining the highest level of professionalism and integrity in all interactions.
Where is this job?
This job is located at Sacramento, CA, USA
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Accounting, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Asset Management, Preferably In A Consulting Or Advisory Role.

  • Strong Knowledge Of Financial Analysis And Valuation Techniques.

  • Experience In Managing Large Portfolios And Providing Strategic Asset Allocation Recommendations.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Financial Information To Clients And Stakeholders.

Required Skills
  • Financial Analysis

  • Project Management

  • Market Research

  • Contract Negotiation

  • Investment Strategy

  • Portfolio Management

  • Team Leadership

  • Risk assessment

  • Client Relations

  • Due Diligence

  • performance tracking

  • Asset Valuation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Associate, Asset Management in Sacramento, CA, USA is between $85,000 and $120,000 per year. However, this can vary depending on factors such as the size and type of company, location, and years of experience. Additionally, bonuses and other benefits may also be included in the total compensation package.

Additional Information
KPMG is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 20th, 2025
Apply BeforeJune 9th, 2026
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About KPMG

KPMG International Cooperative is a multinational professional services network, and one of the Big Four accounting organizations. Seated in Amstelveen, the Netherlands, KPMG is a network of firms in 154 countries, with 207,050 people and has three lines of services: financial audit, tax, and advisory.

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