Analyst, Asset Resume Samples

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J Schimmel

Jermain

Schimmel

14613 Alisha Ferry

Phoenix

+1 (555) 755 5214

14613 Alisha Ferry

Phoenix

Phone

p +1 (555) 755 5214

Experience Experience

Detroit, MI

Analyst, Asset Management

Detroit, MI

Streich-Hilll

Detroit, MI

Analyst, Asset Management

Assist in the implementation of a file management system for the asset management portfolio
Create, manage and maintain asset management reports, files, valuations and other documentation
Present performance plans and outline strategies to Asset Management Team
Work with legal team to manage legal matters and dispute resolution as they pertain to the real estate portfolio and its tenants
Work closely with the asset management team to implement new standards/procedures for improving the process flow of managing net lease real estate portfolios
Assist in predicting and resolving tenant workouts and bankruptcies
Create quarterly asset management reports and maintain credit files

Boston, MA

Analyst Asset Management Datab

Boston, MA

Larkin Group

Boston, MA

Analyst Asset Management Datab

Set up & Maintenance of Instruments for AM Business (equities, fixed income, mutual funds, and alternatives) including asset and risk classification for reporting and rebalancing purposes
Performance management of the team
Contribute to ongoing developments of the pricing control process
On-going controls on data quality and process improvements
Facilitate training development to internal staff
Provide subject matter expertise support to downstream teams and clients
Effectively handle escalations and manage the communications to various stake holders

present

Los Angeles, CA

Senior Analyst, Asset Management

Los Angeles, CA

Thiel LLC

present

Los Angeles, CA

Senior Analyst, Asset Management

present

Monitor projects outsourced to third party consultants in the field of real estate asset management such as engineering, development, capital expenses and property management, etc
Evaluate results of each project routinely, develop key indicators and conduct risk assessment
Communicate project results effectively with internal and external stake holders
Review and confirm authorizations for each project
Review and reconcile consultant’s invoices for payment processing
Perform project evaluations, project agreement and contract reviews and due diligence to help make recommendations in support of acquisitions, divestitures and/or investments in company developed projects
Provide support to asset management initiatives of existing investments including but not limited to industry tracking, asset reporting, financial analysis, developing and executing business plans and other ad hoc strategic projects

Education Education

Bachelor’s Degree in Business

University of Arizona

Bachelor’s Degree in Business

Skills Skills

Strong sense of professionalism and strong work ethic
Strong interpersonal and communication skills to interact effectively with various investment professionals and other business professionals
Highly organized and detail-oriented
Ability to multi-task when given time sensitive projects
Ability to think creatively and initiate projects that lead to improved processes
Ability to prioritize workload and recognize importance of demands given by team
Able to work both independently and in conjunction with team members
Apply the basic image supplied by UC User Support Administrator to any new hardware received and ready for deployment
Provide detailed financial analysis of operating results from real estate assets
Strong financial skills including fluency with Microsoft Excel, Argus, ProCalc, and Word

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15 Analyst, Asset resume templates

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Analyst, Asset Resume Examples & Samples

Coordinate the development and drafting of all pitch materials and offering documents with both internal and external parties
Work with counterparts in banking, leveraged finance, risk and capital management to draft credit approval memorandums and follow up with appropriate parties on questions that arise in credit approval meetings
Work with legal counsel in the drafting and review of legal documents associated with best efforts and/or underwritten financial commitments
Work with clients and counterparts in banking in the drafting and review of lender presentations and confidential information memoranda
Assist in sourcing, analyzing, pitching and approving restructuring finance opportunities
1-2 years of investment banking related experience (credit analysis experience preferred)
B.B.A., Finance preferred but not required
Ability to analyze financial models and forecasts
Proficient in fundamental financial and credit analysis utilizing a full complement of information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports; Demonstrated ability to work within a team concept
Familiarity with credit documentation and the structuring of non-investment grade loan and bond transactions (strongly preferred)

Credit Analyst, Asset Resume Examples & Samples

Credit Risk and Financial Analysis
Perform Financial Statement analysis including completion of financial statement spreading within Moody’s Risk Analysis (MRA) software to facilitate risk rating of the entity and test compliance with financial covenants
An undergraduate or graduate degree with outstanding academic achievement
Bilingualism (French/English)

Lead Analyst, Asset Management Services Resume Examples & Samples

Responsible for leading various Asset Management strategic initiatives from the business side - coordinating all project-related activities across the various business units
Ensures that the projects are completed on schedule and to budget in conjunction with technology counterparts
Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion
Responsible for coordinating efforts of a variety of internal and external staff across the project initiatives
Develop and deliver progress reports, proposals, requirements documentation and presentations
Responsible for defining project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders
Facilitation and creation of business requirements across the project and work closely with IT on the functional design process
Responsible for developing project plans, testing plans, operational workflows and the development of procedures across all impacted business functions
Responsible for the training of project stakeholders on strategic initiatives
5 + years direct work experience in an Asset Management project management capacity
Must be fully knowledgeable of Asset Management products and businesses, and apply this knowledge to initiatives in their area of expertise
Must have a thorough understanding of the project management process
Strong analytic, quantitative and project management skills are required
Ability to elicit cooperation from a wide variety of stakeholders, including Senior Management, Clients, Vendor, IT and Business Groups
Customer service skills are essential
MBA or similar advanced degree is a plus
Background in budgeting and business case development is a plus

Product Analyst, Asset Management Resume Examples & Samples

B.S. or B.A. in finance, business, marketing or related field
Minimum 5 years experience in investment management or capital markets
Knowledge of mutual funds and the various roles of business partners including: Transfer Agents & Shareholder Services, Fund Accounting, Fund Administration & Compliance, and Fun Distribution & Marketing

Senior Analyst, Asset Management Resume Examples & Samples

Provide support to asset management initiatives of existing investments including but not limited to financial analysis, developing and executing business plans and other ad hoc strategic projects
Collaborate directly with management teams to drive initiatives and deliver against business objectives
Manage investment capital requirements and debt covenant compliance
Analyze impact of various operational scenarios on portfolio company capital structures
Structure/build detailed financial models to support both investment decisions and asset management activities. These modeling activities include creating financial statements, complex ROI and IRR calculations
Research and analyze target industries and proactively identify new investment opportunities
Assist in pricing, negotiation and documentation of M&A and financing related transactions
Manage various constituencies (lawyers, bankers, consultants) during due diligence and transaction execution
Assist in investor reporting
Strong financial modeling and quantitative skills (strong excel a must)
Knowledge of financial statements, valuations and cash flows
Ability to work with detailed financial or other data and to understand and vocalize concerns and macro implications
A self-teacher and quick learner able to pick up the technical skills necessary for any project
Hard working, detail-oriented, and committed to producing great end results
Ability to independently author presentations in Word and PowerPoint
2-4 years of experience in investment banking, private equity or other finance-related field
Transaction/acquisition experience preferred
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members

Senior Analyst, Asset Recovery Resume Examples & Samples

Provides support to the Sr. Mgr. Operations & Asset Recovery in assessing/mitigating risk and developing/ implementing asset recovery strategies
Escalates complex, high-risk matters to Sr. Mgr Operations & Asset Recovery
Provides timely, comprehensive and accurate analysis and assessment of assigned cases
Identifies sources of recovery and makes recommendations/implements steps to realize on these sources
Reduces litigation costs by assisting external counsel in the preparation of civil litigation filings, including assembling necessary production materials
Maintains up to date, complete and accurate documentation of litigation progress/recoveries for use by CIS Management
Assists in the negotiation of terms of settlement relating to losses due to fraud, misconduct or operational error
Ensures all litigation cases comply with CIS policies & procedures & all other judicial, legislative and regulatory constraints
Attends mediation and other court proceedings as required
Leads analysis and investigation of bookkeeper frauds and assists internal counsel in developing risk mitigation strategies
Leads recovery efforts on domestic and international wire fraud cases escalated to CIS and provides expert advice to business partners
Leads analysis and investigation of fraudulent government guarantee loans and implements steps to minimize losses/maximize recoveries
Minimum of 10 years relevant/related business experience
Previous banking experience
Experience with the civil litigation process
Skilled in all Microsoft Office computer programs, particularly Excel
After hours availability to address wire fraud recoveries (on occasion and in relation to high dollar value wires. Availability to be coordinated/shared with Asset Recovery team members)

Analyst, Asset Management Resume Examples & Samples

Assist senior staff sourcing, executing and monitoring transaction and investment that are aligned with QInvestAsset Management's objectives
Active role in investment process
Analytical support in investment decisions
Active research and monitoring of global and local markets and opportunities
Active role in supporting,creation and ongoing maintenance of product platform and associated deliverables
Engage with operations

Senior Analyst, Asset Management Resume Examples & Samples

Structure/build detailed financial models to support both investment decisions and asset management activities.These modeling activities include creating financial statements, complex ROI and IRR calculations
Ability to work with detailed data and to understand and vocalize concerns and macro implications
Transaction/acquisition experience required

Analyst, Asset Management, Summer Student Resume Examples & Samples

Exposure to real estate asset planning in either Corporate or Landlord environment
Aspiring to complete a degree in Urban Planning, Urban Geography, Architecture, Civil Engineering, Finance(and /or other Real Estate related education) MBA, CMA , PMP designations
Exposure to the Canadian real estate market
Economic cost benefit evaluations and analysis
Highly proficient computer skills with specific expertise of MS Office
Excellent analytical skills (financial, organizational and general business)
Excellent oral and written communication skills; has to prepare studies and perform presentations

Senior Analyst, Asset Management Resume Examples & Samples

Monitor projects outsourced to third party consultants in the field of real estate asset management such as engineering, development, capital expenses and property management, etc
Evaluate results of each project routinely, develop key indicators and conduct risk assessment
Communicate project results effectively with internal and external stake holders
Review and confirm authorizations for each project
Review and reconcile consultant’s invoices for payment processing
Undergraduate degree, (architecture, engineering, construction management, finance, or equal)
3+ years of experience relating to project management function in design, construction, or asset management field
Master’s degree and designation a plus
Must be highly organized, detail oriented, self-motivated, have a positive work ethic and be comfortable working in a fast paced, demanding environment
Must have excellent written and verbal communication skills, proven ability to work as an effective team player and ability to collaborate across functions and businesses

Senior Analyst, Asset Management Resume Examples & Samples

3+ years of energy industry experience in a project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance or other commercial role
Renewable energy industry experience in solar, wind, geothermal or hydro
Strong business and financial savvy with the ability to support a high performance organization that will deliver operational excellence and meet or exceed financial targets
An ability to perform at a high level in a matrixed organization, working in inter-departmental teams to achieve objectives
Willingness to travel, both within the U.S. and internationally
Demonstrated computer literacy, including internet, Excel, Word, etc
Bachelor’s in Engineering, Finance, Business, Economics or related field

Senior Analyst Asset Protection Resume Examples & Samples

Perform data gathering tasks and analytics – identify trends, develop solutions, project/strategy planning and data utilization
Synthesize findings and make recommendations to upper management
Strong analytics – ability to manipulate data and come to conclusions and make recommendations Strong Excel, Access, Word and Powerpoint experience
Familiarity with TeraData and Relational Databases
Customer Service oriented
Demonstrated leadership attributes
Experience leading high performing teams
Problem solving, Results Driven, and Builds Relationships

Analyst, Asset Management Resume Examples & Samples

Perform the necessary steps to procure any hardware and software requested from the various departments and projects for UC using corporate methods. Receive and asset tag any purchased hardware and software
Maintain accurate inventory for user by the team and review by management
Apply the basic image supplied by UC User Support Administrator to any new hardware received and ready for deployment
Conduct physical inventories and then compare the results against the information in the asset management system for accuracy and correct and discrepancies
Maintain a software licensing database of action items and status of license reviews and calendar
Assist with the deployment and disposal of computer-related hardware and software
Ability to interpret contract terms and conditions in licensing details including third party restrictions, platform and location restrictions, multiple core counts and other technical options
Ability to work independently and comprehend issues involving little to no concrete variables in non-standard situations as well as problems that are undocumented
Ability to comprehend the work flow as needed during the day or event. Requires the use of sound business judgment in following outlined instructions and requirements of the various user group(s) in the business
Ability to read and interpret technical documents and effectively present information for one-on-one and small group situations
1 to 2 years knowledge of asset management, inventory management, or contract management with a working knowledge of software reporting tools, asset repositories and discovery tools. Additionally, strong Microsoft Excel and Access skills are necessary

Senior Analyst Asset Protection Resume Examples & Samples

�Perform data gathering tasks and analytics � identify trends, develop solutions, project/strategy planning and data utilization
�Produce documents for teams and leadership to review and utilize. Deliver presentations to teams and executive leaders and sponsors. Synthesize findings and make recommendations to upper management
�Build skills and knowledge including self-development, team knowledge and customer (internal) knowledge
�Strong project management and organizational skills with attention to detail
�Strong analytics � ability to manipulate data and come to conclusions and make recommendations
�Strong Excel, Access, Word and Powerpoint experience
�Familiarity with TeraData and Relational Databases
�Customer Service oriented
�Demonstrated leadership attributes
�Ability to work in a team environment
Knowledge, Skills, Abilities and Competencies:�Experience leading high performing teams
�Consulting management and/or project management
�Strong quantitative skills such as statistics and data analysis
�Problem solving, Results Driven, Builds Relationships and Lives Integrity
�Strong Merchandising, Retail and/or field knowledge

Analyst, Asset Management Resume Examples & Samples

Prepare analysis of historic portfolio and property results in comparison to industry benchmarks useful in evaluating performance
Prepare analysis of all leases, capital projects, or other investment decisions impacting asset value
Works with Asset Manager to create operational strategy for appropriate benchmarks (annual, 5 year, 10 year) on assets under management
Assists in the reviews of the valuation models (Argus and Excel) for select investments
Coordinates the development of the Annual Business Plan (ABP) including the review and approval of annual property operating and capital budgets
Provides analysis of property performance relative to budgeted targets
Supports the Asset Manager supervision of activities of third party management and leasing firms; Coordinates with Invesco’s third party insurance contact person to provide needed analytics
Supports Asset Manager enforcement of internal audit requirements with third party providers, and further ensures that third party providers are conducting business in accordance with property management agreements
Researches data needs such as lease information and market reports; Reviews Lease Submittal package, evaluates tenant business and credit, and performs lease analysis to see effects on asset performance
Obtain lender approval for lease agreements, coordinate release of escrow accounts, and manage any other lender requirements; Assists in the acquisition/disposition process for select investments; will act as point person for acquisition due diligence
2 – 3 years experience in commercial and multi family real estate or business related activity is required
Property level experience is a plus
Effective interpersonal, communication (speaking and writing) and listening skills
Strong financial skills including fluency with Microsoft Excel, Argus, ProCalc, and Word
Ability to understand and interpret commercial lease agreements and language; Ability to undertake detailed analyses to make well-reasoned, decisive recommendations
Ability to prioritize, organize, time manage, balance competing deadlines, and be a self-starter are essential
Ability to understand present value concepts and financial terminology
The ability to multi-task in a complex, high-volume environment and work with all levels of management and personnel on the critical projects are required
Analytical problem solver that can creatively devise solutions and provide tactical advice/implementation strategies
A commitment to continued education in real estate skills will be encouraged

Senior Analyst, Asset Management Resume Examples & Samples

5 + years of experience in an IT role to include
3 + years of experience in IT Service Delivery
2 + years of experience with IT Asset Management
2 + years of experience with Vendor Management

Analyst Asset Optimization Resume Examples & Samples

Five years' experience in energy finance, generation asset management; generation bidding or related energy trading experience
Seven years' experience in energy finance, generation asset management; generation bidding or related energy trading experience
Must have experience developing strategy and capitalizing on market trends to maximize value
Must have a good understanding of Northeast energy markets and risk management & hedging techniques
Solid understanding of generation assets, fuel, transmission, regional market rules, settlements and regulations
Strong understanding of electric systems and generation economics
Ability to make quick/rational decisions in a dynamically changing environment
Strong analytical and problem solving skills and demonstrated leadership
Strong communication and interpersonal skills, be results oriented, creative and work well in a team environment
Electric system operations, Electric Generation and Dispatch, economics experience

Analyst, Asset Management Resume Examples & Samples

Order, receive and process newly purchased equipment, which includes unpacking, labeling allocating of space within the room and updating the necessary systems of record
Process and maintain the inventory of returned IT equipment that has not yet reached it end of life
Perform proactive space allocation activities to ensure adequate space is available for incoming assets
Perform regular inventory counts of IT equipment for financial reporting purposes
Ship IT assets to other sites where the equipment is needed
Interact with other departments outside of Asset Management’s to ensure that Asset Management policies and procedures are followed

Analyst Asset Provisioning Resume Examples & Samples

0-2 years of experience in PC repair trouble-shooting a plus
Strong sense of urgency with good customer service and communication skills
Requirements of vision, hearing, talking, communications, and written skills
Microsoft Internet Explorer
Virus Scanning Software

Senior Analyst Asset Protection Resume Examples & Samples

Produce documents for teams and leadership to review and utilize. Deliver presentations to teams and executive leaders and sponsors. Synthesize findings and make recommendations to upper management
Strong analytics – ability to manipulate data and come to conclusions and make recommendations
Strong Excel, Access, Word and Powerpoint experience
Problem solving, Results Driven, Builds Relationships and Lives Integrity
Strong Merchandising, Retail and/or field knowledge

Senior Analyst Asset Protection Resume Examples & Samples

Strong Microsoft Office skills (Excel, Powerpoint, Access, etc.)
Ability to query data using SQL language (Teradata Platform)
Familiarity with using Tableau as a reporting tool

Senior Analyst Asset Management Resume Examples & Samples

Bachelor's degree in Business, Math, Science or Engineering
Familiarity with probability/statistics principles
Effective organization and planning skills
Ability to concisely present work to Senior Management
Must be able to read, write, fluently speak and understand the English language
Must pass all background checks

DP Ns-lead Analyst Asset Optimisation Resume Examples & Samples

Preferable to have prior experience project management
Knowledge about generation technology and financial drivers of power generation on both cost in revenue side – and be able to think outside the box
Educated to at least undergraduate level in a highly numerate subject (science, maths, economics, engineering)
Good financial and technical analytical skills
Be results orientated and able to drive projects with resources from several functions
Able to demonstrate the Drax values of Honest, Energised, Achieving Together

Analyst, Asset Management Resume Examples & Samples

Perform the necessary steps to procure any hardware and software requested from the various departments and projects for UC using corporate methods. Receive and asset tag any purchased hardware and software. Maintain accurate inventory for user by the team and review by management
1 to 2 years knowledge of asset management, inventory management, or contract management with a working knowledge of software reporting tools, asset repositories and discovery tools
Your talent, skills and experience will be rewarded with a competitive compensation package

Analyst, Asset Management Resume Examples & Samples

Forecast cash flows for single tenant office and industrial and for multi-tenant office buildings
Provide detailed financial analysis of operating results from real estate assets
Prepare hold vs. sale analyses for real estate assets
Analyze and evaluate capital expenditures and leasing decisions
Evaluate leasing proposals for lease extensions and for new leases
Assist with strategic decisions through NPV analysis, ROI modeling, and risk management
Prepare asset level budgets and forecast portfolio performance
Solicit, evaluate, underwrite and summarize third party reports and market due diligence
Assist in predicting and resolving tenant workouts and bankruptcies
Maximize total return of each asset by identifying opportunities to improve performance
Regularly interact with the property management and leasing teams to create/enhance value
Present performance plans and outline strategies to Asset Management Team
Prepare written reports and presentations
Manage special projects as required
2+ years of institutional office and industrial real estate experience
Ability to develop financial models
Advanced knowledge of ARGUS and Microsoft Excel
Must have experience conducting market, submarket and property level due diligence
Ability to manage multiple priorities in a fast-paced environment
Must possess strong attention to detail and accuracy driven discipline
Strong project management, communication, and interpersonal skills
Bachelor’s degree in business related discipline

Senior Analyst, Asset Liability Management Resume Examples & Samples

Estimation and monitoring of interest rate risk and other A/L risk exposures
Participates in the design of investment/funding/hedging strategies
Conducts market research
Advanced degree in math, finance, statistics, econometrics or related experience
At least 2 years' experience in financial modeling and forecasting
Expertise in Excel/SQL/VBA
Solid verbal and written skills with a strong work ethic and ability to work as part of a team
QRM skills desirable

Senior Analyst, Asset Liability Management Resume Examples & Samples

Liquidity and cash management and related settlement system risks
Collateral management at the Bank of Canada, Federal Reserve and clearing corporations
Sourcing and execution of cost efficient term funding of the Bank’s balance sheet
Within the constraints of liquidity, balance sheet, market and concentration limits
Optimization of the capital structure within the constraints of regulatory requirements, flexibility and cost effectiveness to support strategic business plans
Creation and maintenance of a transparent and effective funds transfer pricing model
Development and implementation of a bank-wide balance sheet strategy aligned with the corporate strategy, including initiatives to drive balance sheet optimization
Measurement and management of balance sheet structural interest rate risk
Management of regulatory, central bank, government, industry and investor relations related to capital instruments, financing vehicles and treasury related financial system risks

Analyst, Asset Management Resume Examples & Samples

Responsible for the execution, implementation and compliance with asset management policies and procedures as it relates to the administration of real estate portfolios
Create, manage and maintain asset management reports, files, valuations and other documentation
Work with legal team to manage legal matters and dispute resolution as they pertain to the real estate portfolio and its tenants
Reposition distressed assets and assist with implementing contingency strategies for current investments
Assist in the closing of loans and acquisitions as necessary. Track acquisition, loan and due diligence documents
Analyze appraisals, property condition and property management reports
Collect and analyze various reports and prepare case studies for the asset management team’s review
Assist in the implementation of a file management system for the asset management portfolio
Assist the asset management team in tracking and coordinating monthly and quarterly tenant obligations, including but not limited to timely payment of rent, real estate taxes, and insurance renewals
Work closely with the asset management team to implement new standards/procedures for improving the process flow of managing net lease real estate portfolios
Minimum 1-2 years of related experience
Bachelor’s degree and strong academic record, preferably in business related field
A good understanding and strong interest in asset management. Knowledge and understanding of due diligence documents, real estate legal contracts and loan processing is a plus
Excellent computer skills required; Microsoft Office Suite
Ability to multi-task when given time sensitive projects
Ability to prioritize workload and recognize importance of demands given by team
Strong interpersonal and communication skills to interact effectively with various investment professionals and other business professionals
Able to work both independently and in conjunction with team members
Must be motivated, self-directed and proactive
Enjoys a fast-paced, competitive and high-intensity environment
Ability to think creatively and initiate projects that lead to improved processes
Strong sense of professionalism and strong work ethic

Senior Analyst, Asset Management Resume Examples & Samples

Provide support to asset management initiatives of existing investments including but not limited to industry tracking, asset reporting, financial analysis, developing and executing business plans and other ad hoc strategic projects
Coordinate and communicate with numerous third party platforms including mortgage servicers, property managers, due diligence vendors etc. to drive investment objectives
Structure/build detailed financial models to support asset management activities
Build ad-hoc analysis and prepare high-level research as needed to support existing asset management platform
Research and analyze opportunities within U.S. residential credit sectors to optimize performance on existing U.S. residential credit platform
Perform all aspects of due diligence and underwriting for new investment opportunities
Participate in meetings with management teams, investment banking advisory intermediaries and financing sources
Assist in pricing, negotiation and document transactions on existing asset management platform
Expert PowerPoint, analytical and financial modeling skills a must
Ability to work autonomously or as a member of a team
Excellent interpersonal skills including the ability to communicate clearly and concisely with all levels of management
1-3 years of experience in an investment bank, private equity, or capital markets division of a large financial institution
Transaction, investment, or advisory experience required; experience in U.S. residential credit or U.S. consumer credit preferred
Preferred sector experience includes U.S. residential credit, structured products, capital markets or financial institutions
Expert in Word, Excel, Outlook and PowerPoint
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment; responds well to constructive feedback

Analyst Asset Management Datab Resume Examples & Samples

Set up & Maintenance of Instruments for AM Business (equities, fixed income, mutual funds, and alternatives) including asset and risk classification for reporting and rebalancing purposes
Set up & Maintenance of the Swift templates and Broker information
MTM Valuation of Equities, Fixed Income, Mutual Funds, Listed Options & Alternatives
On-going controls on data quality and process improvements
Extensive liaison with multiple operations groups like Middle office, Cash Processing, Asset Servicing, Transfers, Reconciliation, etc
Performance management of the team
Effectively handle escalations and manage the communications to various stake holders
Facilitate training development to internal staff
Constantly motivate and provide relevant feedbacks to the team
Participate in client meetings
Escalate all issues promptly and effectively to supervisor
Instruments and Reference Data
Securities, and Pricing of equities, fixed income, derivatives, hedge funds etc from Bloomberg, S&P, IDC, CITCO etc
Stale price and variance control checks
Securities setup
Setting up equities, fixed income, hedge funds, derivatives etc on the security master database
Active participation in technology calls by giving ideas for enhancing the business rules
Ability to suggest quick manual work around solutions for meeting the immediate front office/middle business requirements till such time the technology solution comes in place
Partnering with various vendors through calls and review sessions for business rules enhancements
Knowledge of regulations impacting the reference data and pricing functions
Ability to comprehend the upstream
1+ years of Instruments, Asset Set-up, pricing experience
Pricing vendor knowledge, i.e. Bloomberg, Reuters
Demonstrate ability to effectively communicate within a team environment and interact across departments

Senior Analyst, Asset Protection Resume Examples & Samples

Administer the review and analysis of APIS reports for appropriate follow-up with AP field team for the NA Coach Stores, CE Stores and Stuart Weitzman
Compile Concur reports as well as BOA charges to filter for unusual activity for selection of T/E Audits. Conduct investigations/interviews to evaluate unethical/inappropriate behavior or non-compliance with policy for Coach NA and CE. Review expense reports for SW as well. Identify root cause of consistent issues to determine process changes
Summarize the P-card activity by user and filter information for compliance review and audit expense report submissions for compliance. Conduct investigations/interviews to evaluate unethical/inappropriate behavior or non-compliance with policy. Identify root cause of consistent issues to determine process changes
Conduct reviews and audits of the HY sample policy as well as the adjustments made in the stores for celebrities, photo shoots and influencers
Review POS exception reports for unusual activity and track follow-up which will include: register shortages, unusual returns in stores and on-line returns and make the filed team aware of the activity
Summarize financial audits for management responses on corrective action
Review maintenance issues with CCTV for timeliness repairs and accurate invoicing
Summarize burglar alarm reports to review access and follow-up any anomalies for NA, CE and SW stores
Conduct store audits at Coach and SW
Track in-transit losses with carriers and identify unusual activity by carrier or fraud and audit claims filed by Transportation for payment

Analyst, Asset Management Resume Examples & Samples

1 to 3 years of experience in an analytic support role which could include real estate, finance, banking, equity, corporate finance, and management
Strong academic background and undergraduate degree in business, finance, economics, management or real estate from a top tier university. Real estate program or coursework a plus. CFA or working towards a CFA designation a plus
Strong analytical and quantitative approach to business and problem solving
An understanding of financial modeling including discounted cash flows, IRR calculation and scenario analysis
Real estate underwriting and valuation experience a plus
Excellent Microsoft Excel skills with the ability to create models from scratch. Argus experience a plus
Experience with or understanding of basic capital markets principals including interest rate calculations and basic bond math
Strong written and verbal communication skills. The candidate must be able to articulate ideas and thoughts well both orally and in writing
Detail oriented, good organizational skills and the ability to effectively multi-task, undertaking a large number and variety of tasks while maintaining the highest work product standards
Unquestioned personal and professional integrity and ethical behavior
Solid interpersonal skills with the ability to work in a collaborative environment

Senior Analyst Asset Protection Resume Examples & Samples

Strong analytics ability to manipulate data and come to conclusions and make recommendations
Strong SQL Knowledge (Teradata, DB2, etc.)
Microsoft Office skills (Excel, Powerpoint, Access, etc.)
Demonstrated leadership attributes – Ability to lead without authority

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