Managing my organizations assets

My organization recently sold an asset for a substantial gain, and needs to put the proceeds in to the market for growth. Because of previous roles in my career, I was approached to help design an investment plan and manage the assets for the organization internally. My question is, do I need licenses for this type of role? I had my 7/66 but they’ve since lapsed because I’m not associated with a broker anymore.

I would think there would be no liability since it’s our own cash and the organization decides how to use them, but looking for a second opinion.

 

Harum recusandae aut placeat nihil blanditiis laboriosam. Dolor et in tempora magnam sint. Harum magni inventore reiciendis voluptate ad.

Expedita rerum voluptates ad et inventore. Nesciunt sed et quis repellat suscipit. Eveniet error qui labore aut dolor voluptates.

Modi necessitatibus voluptates architecto itaque sit ipsum. Aut quae non quam nihil. Ratione aut aliquam est vero molestias sit aspernatur.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Lazard Freres No 98.8%
  • Harris Williams & Co. 25 98.3%
  • Goldman Sachs 17 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”