Analyst / Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the analyst / associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M Buckridge

Murray

Buckridge

38294 Eloisa Underpass

Boston

+1 (555) 690 8430

38294 Eloisa Underpass

Boston

Phone

p +1 (555) 690 8430

Experience Experience

New York, NY

Analyst / Associate

New York, NY

Rempel, Doyle and Lemke

New York, NY

Analyst / Associate

Perform daily portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance measurement
Past responsibility for project management, risk management, or operations work including regulatory reporting
Working closely with joint venture partners and third party property managers to maximize performance of investments
Working with CAO Management to develop, syndicate recommendations and address specific issues
Working with our sales and account management teams to push commercial development
To work within HSBC's Global Banking coverage team to assist in support of client relationships
Develop recommendations for process control improvements

Detroit, MI

Cib Uat Analyst Associate Mumbai

Detroit, MI

Schamberger Inc

Detroit, MI

Cib Uat Analyst Associate Mumbai

· Act as an expert by providing direction and guidance to process improvements and establishing policies around testing methodologies and procedures
· Flexible to work in shifts
· Supervise the day to day work
· Report of the review comments with the Test Manager
· Applies Subject Matter Expertise to complex business issues and is regarded as SME
Maintaining the environments and making sure that all the necessary checks and tasks are performed
· Defect management and Defects reviews

present

San Francisco, CA

Senior Analyst / Associate

San Francisco, CA

Denesik-Hirthe

present

San Francisco, CA

Senior Analyst / Associate

present

Managing portfolio investments to monitor performance and events
Superior academic and performance record
Help create and maintain database of information used to populate questionnaires
Participate in meetings and calls to discuss performance results and market updates with clients and their respective Boards of Trustees
Working with the business development group to identify new investment opportunities to both existing and new clients
Work with senior team members to conduct diligence on investment opportunities
Create and prepare investor valuations, summaries and presentations

Education Education

Bachelor’s Degree in Finance

University of California, Berkeley

Bachelor’s Degree in Finance

Skills Skills

4) Knowledge of project and corporate finance structures, coupled with the ability to develop innovative solutions for the client – desirable
Solid organizational skills, high attention to detail and ability to prioritize
Strong communications skills � ability to interact confidently with clients and banking professionals
Be able to handle highly confidential information professionally and with appropriate discretion
Very advanced ability to quickly derive patterns and insights from data and analysis
Basic/intermediate understanding of pertinent financial reporting guidance related to purchase accounting and goodwill impairment
Accountability and ability to multi-task
Knowledge and proficiency in a programming language, either Python, Matlab or R, with flexibility to pick up Python
Detailed financial modeling, including ability to create fully integrated income statement, balance sheet and cash flow model
Outstanding organizational and time-management skills, the ability to work quickly while under pressure is essential

Create a Resume in Minutes

15 Analyst / Associate resume templates

Read our complete resume writing guides

Analyst / Associate Resume Examples & Samples

Good general knowledge of market risk with at least 2 years experience within the financial industry preferred
Strong Excel skills with VBA preferred
Innovative and creative thinking
Attention to detail, strong organization and processing skills
Ability to improve current processes and achieve efficiencies

Cib-dr Client Solutions Analyst / Associate Resume Examples & Samples

Prior 3-5 years experience
Corporate Actions experience
Knowledge ofbusiness and conversational Spanish language is a plus
Experience with LATAM Clients is a plus (but not required)
Strong Time Management skills with a bias toward action
A control-based approach to process integrity
Hands-on approach with a critical eye for detail; strong due diligence and integrity
Confidence to escalate when required
Ability to act with urgency using powers of persuasion and good judgment to get things done
Comfort with technology, workflows and systems and the ability to articulate requirements
Demonstrated ability to work within tight time-frames with minimum errors
Structured with ability to adapt to changes quickly
Ability to react to high pressure situations in a professional manner
Demonstrated strong communication skills and relationship building with internal business partners and vendors
Strong working knowledge of Microsoft Office suite (Excel, PowerPoint, Word, etc.)
Bachelors Degree (or equivalent)

Credit Grading Control Analyst, Associate Resume Examples & Samples

Strong analytical, interpretive and problem solving skills with expertise in data analysis
Must be self-motivated and able to work independently
Must be a results-oriented team player
Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc)
At least four years of credit risk / underwriting experience and knowledge of financial principles and procedures
Bachelor’s degree in a business field or other field with equivalent work experience

Hcm Solutions Strat, Analyst / Associate Resume Examples & Samples

Design, develop and maintain software that extends SecDB (Goldman’s proprietary platform for analytics, trading and risk management) to People Analytics
Partner with various technology teams to build the infrastructure required to collect data from multiple internal and external sources
Work with key stakeholders within HCM to analyze data, evaluate trends and provide strategic advice
Communicate findings and recommendations on critical initiatives and influence leaders to take action on those findings
Minimum 2 years’ experience in a Machine Learning related role
Strong academic background in a relevant field - Computer Science, Engineering, Physics or Mathematics
Excellent analytical skills - ability to organize and analyze large datasets, detect and correct errors, interpret and report results to various audiences and take responsibility for data quality assurance
Highest attention to detail
Strong analytical and problem solving skills with an inquisitive disposition
Deep interest and aptitude in data, metrics, analysis and trends
Knowledge of HR data preferred
Excellent interpersonal and communication skills, both written and verbal
Results-oriented -- ability to handle multiple, time-sensitive projects while focusing on the quality

IMD, PWM, Strats, Analyst / Associate Resume Examples & Samples

Developing and maintaining risk management and investment tools across multiple asset classes for portfolio managers and traders
Strong communications skills are essential
Programming skills and/or math background are required
Intelligence, creativity, and problem-solving skills
A self-starter, should have ability to work independently as well as thrive in a team environment

Imd, Gsam, Qis Strats, Analyst / Associate Resume Examples & Samples

Design, develop, and maintain a world-class, high-performance investment management platform
Develop efficient, robust quantitative research and portfolio management tools that can be leveraged across different investment teams
Develop rigorous and scalable data management/analysis tools to support the data-intensive quantitative investment process
Conduct research in quantitative investment models and portfolio construction techniques; deliver presentations on research conducted
Strong analytical and problem solving skills, with a degree in a quantitative discipline
Programming expertise; ability to transform concepts and ideas into robust software
High degree of attention to detail and ability to manage complex processes, along with the judgment to balance risk/benefit tradeoffs
Familiarity with financial markets and quantitative investment approaches
High degree of motivation and commitment
Very good written and verbal communication skills
Ability to work independently as well as thrive in a team environment
An advanced degree in a quantitative discipline
Prior experience in developing algorithmically complex C/C++/Java applications
Knowledge of modern software design for managing and exploring very large datasets
Experience with data vendors such as Compustat, Worldscope, I/B/E/S, Bloomberg, Reuters, etc

Market Risk Methodology Analyst / Associate Resume Examples & Samples

Participate in the evaluation and monitoring of the market risk models, including
Performing backtests, stress tests, scenario analyses and sensitivity studies
Performing econometric analyses to verify modeling assumptions and support methodology developments
Conducting on-demand analyses of changes in model parameters and outputs
An advanced degree or equivalent background in a quantitative discipline, such as statistics, econometrics, mathematics, engineering or physics
Solid statistical knowledge
Familiarity with financial markets and products is a plus
Programming skill in a high-level language such as Matlab, familiarity with SQL and VBA
Sound knowledge of Microsoft Office, proficiency in MS Excel
Clear thinking, good business sense and judgment
Team player with strong interpersonal and communication skills
Excellent command of English, both written and verbal

IBD Analyst / Associate Resume Examples & Samples

Perform financial valuation of companies, including building and analyzing financial models with a high degree of accuracy
Support live project execution of merger & acquisition and capital markets transactions
Gather industry and company data, and create meaningful analysis to aid clients’ strategic and financial decisions
Manage execution of merger & acquisition and capital markets transactions, and lead day-to-day project management together with clients and other working parties, such as lawyers and accountants
Lead financial and strategic analysis and develop key messages
Craft strategic rationale and equity story for deals
Evaluate analysts’ work, and provide training, mentorship and guidance to analysts*LI-MW
Previous IBD experience with a demonstrated background in deal/transaction support
Commitment to excellence and delivery of highest quality work product
Demonstrate best in class professional integrity
Proactive, positive, self-motivated and goal oriented

Cib-senior Product Analyst, Associate Resume Examples & Samples

Support the Senior Product managers through meaningful analytics to drive the definition and execution of the products 1-3 year strategy including P&L projections, new product assessment, target segments/markets, product capabilities
Provide analytical support on all regulatory analysis
Work with Sales to provide support on complex solutions/pitch materials for new escrow transactions and create training materials for internal/external stakeholders
Work closely with the sales teams and senior product managers to drive and execute against the marketing agenda
Collaborate closely with senior product teams to create thought leadership white papers/reports for external clients and key referral sources
Work closely with senior product managers and finance teams to drive planning, modeling and financial forecasting for the Region
Understand and analyze M&A and DCM industry trends for Escrow services including risk and regulatory developments, market research, market sizing and competitive analysis to drive business strategy
4+ years experience in financial services or strategy consulting
Strong financial, analytical and strategic skill set
Execution-oriented self-starter who likes to take initiative, and is able to get things done
Energetic, Team player
Strong MS Office skills (Excel, Powerpoint, Word) with advanced knowledge of excel
Communication and presentation skills
Organizational and administrative skills
Project planning and budget management
Undergraduate degree in mathematics, physics, engineering a plus

Analyst / Associate Resume Examples & Samples

To perform financial modelling and analysis across a range of project finance advisory and debt arranging mandates
Build and run complex financial models based on HSBC’s standard project finance modelling platform
Assist in team marketing activities and client pitches
Work closely with deal teams and clients to produce financial models consistent with HSBC best practice principles
Participate in pitches and presentations to clients
Work on structured financings in infrastructure, energy and oil & gas
Excellent academic background. Educated to degree level (ideally in a numeric discipline), or holder of relevant professional qualification such as Accountancy
Experience of building and working with financial models for project finance transactions gained within a bank or accountancy firm, within a relevant industry sector
Familiar with scope of work for advisers and experienced in diligence and legal requirements

Analyst / Associate Resume Examples & Samples

To work within HSBC's Global Banking coverage team to assist in support of client relationships
Perform detailed sector and company research as directed
Oversight of onshore & offshore Credit processes as well as acting as liaison between the Front Office (Banking & Markets) and local Credit Risk Management teams (as required)
Conduct financing, comparative and pro forma analyses. Develop company valuations and create/analyse financial models
Responsible for supporting team on KYC and AML due diligence action points
Interact with clients and various levels of management; act as an intergral part of the engagement team
Conduct fundamental industry research and quantitative analyses, and attend client presentations as required
Act as a resource for the wider Client Management team as directed
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the Global Banking business

Analyst / Associate Resume Examples & Samples

Supporting one or more Global Banking Relationship Managers on a portfolio of corporate accounts
Providing support to the Relationship Management team on client management and business development activities, including credit analysis, client servicing, administration & operational support, coordination with internal & external parties, and focused client segmentation analysis
Liaise with and help coordinate activities of the client service team (across products and geographies as needed) in order to ensure a coordinated approach to enhancing the overall client relationship
Act as the primary point of contact for clients and internal HSBC colleagues, and effectively manage day-to-day requirements of the portfolio, in the absence of the Relationship Manager
Provide general support to the Relationship Manager in servicing client relationships and enhancing income generation
Establish strong relationships with key individuals in clients’ management teams, and act as primary day-to-day Relationship contact for operational matters
Help identify marketing opportunities, undertake appropriate analysis, and prepare proposals, presentations and pitches for new products and services
Prepare timely credit applications (including both renewals and new money applications), incorporating high quality industry sector, competitor and client level analysis to support the credit application process
Prepare internal approvals required for maintaining ongoing client relationships and specific transactions (including KYC, Credit, senior management and other internal approvals)
As required, assist the Relationship Manager in negotiation of transaction-specific documentation
Monitor income generation and effectively manage the financial reporting & analysis for the portfolio
Develop and maintain individual client plans in conjunction with the Relationship Manager
Prepare briefing notes for Relationship Management team and senior management in advance of key client meetings
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the development of the Global Banking business
Motivated self-starter who is able to work independently with limited guidance
Ability to effectively handle and prioritize multiple competing transactions / deliverables
Ability to establish rapport with members of clients’ management teams
Ability to maintain relationships with internal HSBC colleagues (across products and geographies)
Ability to understand internal requirements and effectively negotiate with both internal colleagues and external clients (as required)
Strong client management and problem solving skills
Knowledge of the spectrum of banking and capital markets products & services
Good understanding of financial & credit analysis, risk management and credit mitigants
Good PC and Office skills (particularly Excel and Powerpoint)
Prior corporate banking experience a plus
Korean and/or Japanese language skills a plus

Analyst / Associate Resume Examples & Samples

Assist in the analysis and due diligence of financing recommendations for investment committee
Build and maintain loan and asset valuation and cash flow models using Excel and ARGUS
Assist with managing the closing process
Produce loan and asset-level reporting on a periodic basis
Assist in periodic investment valuation and business plan processes
Update and maintain various proprietary databases which track loan, asset, borrower, guarantor, insurance, tax and cost data to increase the accuracy of portfolio reporting
Strong proficiency in Microsoft Office Excel, PowerPoint, and Word required
Very strong financial modeling skills and ability to concisely summarize data
Proficiency in ARGUS a plus
Commercial Loan Underwriting a plus
High attention to detail in analytical assessments
Real estate finance skills (valuation, analysis, operations, loan servicing, debt and/or equity)
Ability to engage in multiple initiatives simultaneously and balance workload
Ability to work in a dynamic, deadline-driven environment with low to moderate supervision and the freedom to propose and implement creative solutions
Flexible attitude with the ability to manage change effectively as the team grows
Willingness to work hard and learn
Maintain an engaging and solutions-based posture toward outside parties
1-3 years progressive work experience at a financial institution or commercial real estate firm. Preference for fast-paced commercial real estate fund, investment bank or private equity firm focused on commercial loan originations and commercial real estate
Working knowledge of ARGUS, DYNA or other real estate financial modeling tools and concepts such as DCF and NPV

Structuring Analyst / Associate Resume Examples & Samples

Analyze and propose deal structures, draft term sheets and participate in negotiating documents
Draft offering memoranda, other marketing materials, pitches and presentations
Coordinate logistics for lender meetings
Financial statement analysis, financial covenant analysis and financial modeling
Interact with potential investors to assist them in their due diligence process
Prepare comparable analyses, fee memos, various internal reports and maintain dealfiles
Support senior structuring, syndicate and distribution colleagues in interaction with issuerand investor clients
Assist incoordinating and launching syndicated transactionsQualifications

Analyst / Associate Resume Examples & Samples

Required to co-ordinate and work with all other product, geography and industry teams, including: M&A, Leverage Finance, Debt Capital Markets and Equity Capital Markets
Opportunity to work on a range of transaction types including: sell-side M&A, buy-side M&A, equity raising and leveraged buyouts
A proven background in Corporate Finance from either a bank/ boutique advisory firm or the Corporate Finance, Modelling and Valuation, Transaction Services groups of a large accounting firm
Previous experience in Consumer Retail sector is desired, but by no means a pre-requisite
Excellent financial modelling experience (operating models, merger models, LBO, etc )
Experience in buy-side and sell-side M&A
Strong communications skills: ability to interact confidently with banking professionals and clients
Team work: experience of working in a project based environment with tight deadlines

Analyst / Associate Resume Examples & Samples

Works closely with Global FIG Affiliates Relationship Management, Product, Risk, Network Management and Financial Crime Compliance to ensure that we have appropriate management, controls, and evaluation of our highest risk correspondent banks and Affiliates
Ability to provide superior analytical support to the FIG team members
Ability to establish a working rapport with overseas offices, particularly GRMs and CMP FCC
Strong knowledge of Group software suite and systems, including ClientVision, NGT, TCS, HORIS, CARM for Banks, AIM, LEM, MS Excel, MS Powerpoint, and WLI, amongst others
Knowledge of HSBC Transactional Banking products and services, including PCM, GTRF, and HSS and related credit support
Knowledge of HSBC Group structure, business lines, strategy, policies, and procedures
Ability to communicate effectively across various cultures, business areas and functions, and levels of seniority within the organisation
Knowledge of applicable KYC/AML/EDD policies and procedures procedures
A resilient patience and appreciation for process, a passion for problem solving, and a keen sense of mission

Analyst / Associate Resume Examples & Samples

Timely preparation of transaction requests in support of RBC Capital Markets credit intensive trading activities with global asset managers on behalf of the funds they manage
Understand and assess client investment strategies from a risk perspective
Annual reviews of trading counterparties (incl regulated mutual funds, pension funds, trusts, endowments, etc)
Maintenance and accuracy of trading limit data with CCMS and all RBC Capital Market limit systems
Compliance reporting
Participate in KYC process
Maintain a strong understanding of RBFG trading policies and guidelines
Initiate and maintain contact with trading professionals, Group Risk Management, Global Middle Office and RBC Law Group
Understand and assist in negotiating supporting trading documentation including ISDA, PSA and IFEMA
Minimum: Honours, B.A. or B. Comm

Senior Analyst / Associate Resume Examples & Samples

Assist with building and maintaining relationships with existing investors
Participate in meetings and calls to discuss performance results and market updates with clients and their respective Boards of Trustees
Interfacing with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, , Business Development, Legal and Senior Management
Creating measurement tools and analytics that will be valuable to clients in assessing their private equity portfolios
Creating quarterly reports, update presentations, investor letters, distribution notices, portfolio analytics, private placement memorandums, pitch books, fact sheets and fundraising letters
Working with the business development group to identify new investment opportunities to both existing and new clients
Coordinating fundraising efforts and finals pitches
Assist in creating the firm’s annual Market Overview, our most significant client deliverable, via frequent meetings and interactions with the Investment Committee and other members of senior management
Minimum of 2 years working experience with significant client contact
Private equity experience is a plus
Ability to manage multiple projects simultaneously and be able to prioritize workload
Proactively identify challenges and offer solutions

Infrastructure Debt Analyst / Associate Resume Examples & Samples

Financial modeling: primary responsibility for running and developing financial models in order to analyze project opportunities with guidance from the transaction team
Deal assessment and execution: working with the team to assess and execute project investments. This will include conducting due diligence, financial review, preparation of presentation materials for investment committee, documentation review and negotiation, relative value analysis, etc
Market research: including research on potential investments, policy, competitors, technology, comparable transactions, tracking competing deals in the market, etc
Portfolio monitoring: assist in the monitoring of investments in the portfolio
Significant investment exposure on projects/deals
Exposure to an experienced senior team with strong team values
A collaborative and entrepreneurial work environment
A strong brand in the fund management industry
Highly proficient with demonstrable financial modeling and evaluation skills. In particular, a good understanding of cash flow modeling is important
Highly proficient verbal and written communication skills with the ability to effectively prepare presentations, memos and other documents in a clear and concise manner
Familiarity with project finance structuring and documentation, including construction arrangements and contracts, and off-take / concession contracts
A keen interest in infrastructure debt investment
Highly rated in their career to date
Additional language skills apart from English are desirable but not a requirement
Enthusiasm and commitment to working in a friendly, entrepreneurial, team environment
Bachelor’s degree in engineering, finance, economics, mathematics/statistics, or a related field
A minimum of two years of experience in Project Finance / Infrastructure
CFA, CAIA, MBA or advanced degree a plus

Imd, Risk Strats Analyst / Associate Resume Examples & Samples

Solid background in mathematics, hard science, or computer science, including a quantitative understanding of statistics and probability
Strong programming skills in C++, Java or equivalent language
Familiarity with a wide variety of financial products and markets
Ability to work in a high-pressure environment and deliver results quickly
Ability to solve technical problems and explain the underlying ideas to a non-technical audience

CFS Product Development Project Analyst Associate Boston Resume Examples & Samples

Effectively partner with Operation and Product team to understand, document, analyze the current state business processes across the end to end fund accounting life cycle. Make recommendations on the future state business architecture and process design of the new capability and drive the team to develop and implement new and changed Operating Models that align to “future state” vision
Develop detailed business process flows, business data requirements and related artifacts required to drive the broader programs understanding of the current business problem definition and opportunity to improve the future model
Establish and manage relationships with Project sponsors, stakeholders and participants from Product, Technology and Operations
Seamlessly, plan, manage and execute one or more business analysis work streams within a large program across multiple business units and business functions
Provide oversight into execution of testing new capabilities
Ensure the project’s scope and objectives are understood and agreed
Effectively influence and manage communication to stakeholders
Identify and track issues and risks, support mitigation and resolution as required; ensure issues and risks are escalated appropriately within the governance structure
Based in Boston or NYC, the role will be required to travel (international and within US)
Advanced end to end knowledge of Derivatives and Fund Accounting processing required
Excellent communication skills (written, verbal, and presentation)
Ability to influence
High energy, responsible self starter
End to End understanding of Operating Models
Well organized, detailed oriented, ability to work independently
Logical and works well under pressure
Demonstrate excellent analytical and logical thinking to understand and analyze complex projects
Business process re-engineering experience within Fund Services a plus
5 - 10 years business analysis experience

Analyst / Associate Resume Examples & Samples

Systems knowledge
Responsiveness to queries and understanding of escalation requirements
Knowledge of accounting and books and records
Understanding of trade settlement
Good spreadsheet skills
Problem solving capability

Analyst / Associate Resume Examples & Samples

Timely investigation and resolution of exceptions generated during the reporting process/ cycle
Proactively assist the business, operations, compliance, and IT management in understanding the impact of business initiatives on regulatory reporting
Maintain a strong focus on streamlining in efficient processes, drive forward solutions to remediate production issues in order to improve both accuracy and timeliness
Develop recommendations for process control improvements

Fixed Income Settlements Analyst / Associate Resume Examples & Samples

Work closely with Fixed Income Desk to create new business and new clients
Work with outsourced teams to ensure smooth processing
Handle trade confirmations from clients
Handle customer settlements
Prepare regulatory reports
Support projects to improve systems and processes
At least two years experience within banking
Good knowledge of operations and settlements
Intermediate Excel/Word Skills
Fluent in Japanese with business level English
FX or Derivatives experience desirable
Experience within Fixed Income Settlements

Analyst / Associate, Disclosure of Interest Resume Examples & Samples

Collating and reconciliation of trades from various systems
Creation of DOI reports Format 1 and Format 3
University graduate with native written and spoken English
Minimum 3 years of relevant compliance, operations, financial product or audit experience in a combined business, operations and technology environment within the Financial Services industry
Excellent communication skills (written and verbal) and interpersonal skills with an ability to interact with all levels of management and staff
Detail orientated, with strong analytical skills
Demonstrated Excel skills, with a strong working knowledge of Microsoft Word, Visio, PowerPoint

Settlements Settlements Analyst Associate Resume Examples & Samples

Verification and pre-matching of settlement
Settlement of cash and securities
Securities position management, including issuances, conversions & creations
Fails management and reporting
Management of service providers including external custodians, clearers and banks
Ensure trades are agreed and released into the market by our counterparts
Chase unmatched and failed trades
Fails reporting
Establish and maintain close working relationships with the other Settlement teams around the globe. As well as with traders, custodians, counterparts and other areas in and outside of the bank
Identify and escalate prudentially to direct and senior management
Have previous experience in Capital Market operations
Be highly motivated with a confident and professional attitude and possess high levels of attention to detail
Possess experience in securities settlements either fixed income or equities
Be confident in the learning of new functions and processes and be able to question current procedures with a focus on continuous process improvement
Have the ability to prioritize and problem solve
Be able to deliver high levels of quality service to clients on a daily basis under tight timeframes
Preferably previous experience in securities settlements, specifically equities or fixed income
Open to a permanent US Shift assignment

RMG, Credit Risk Analyst, Associate Houston Resume Examples & Samples

Direct involvement in assessing new and reviewing existing business transactions and trading counterparts
Involvement in due diligence, including financial risk, commercial risk, industry risk and country risk
Work with the business on transactions, working closely with the deal team
Communication of analysis to approvers and senior management
Strong numerical, analytical and communication skills
Cross disciplinary thinking and an entrepreneurial spirit
A genuine interest in the financial services and energy sectors
Knowledge of current market activity
Leadership in extracurricular activities

Analyst / Associate Resume Examples & Samples

Assist in the preparation of asset-level recommendations for senior management
Prepare strategic plans for assigned properties and contribute to overall portfolio plans
Build and maintain property valuation models using Excel and ARGUS
Produce asset-level reporting on a periodic basis
Assist in the engagement and direction of third-party property managers in development and implementation of operating budgets including capital and leasing plans
Prepare regular update reports on asset performance for senior management
Assist in the underwriting and due diligence of new CRE investment opportunities
Strong modeling skills (Excel and Argus)
2 to 5 years work experience
Commercial real estate investment and/or finance experience a plus

Analyst / Associate Market Risk Resume Examples & Samples

Coordinate capital stress testing (CCAR, ICAAP) across Firm Risk
Liaise with Corporate Treasury on capital planning and stress testing
Develop processes to support internal and external compliance requirements
Leverage relationships across the firm to understand issues impacting capital
Experience in a financial market risk, regulatory, or capital related role
Strong communication skills for written, graphical, and verbal presentations
Strong proficiency with Excel and PowerPoint
Degree in a related discipline such as mathematics, science, economics, finance or engineering a plus
Strong problem-solving and implementation skills
Attention to detail, project management and prioritization skills
Ability to multi-task in a dynamic environment

Gso-irbd-analyst / Associate Resume Examples & Samples

Client inquiries related to GSO funds or SMAs
Manage Fund Administrator relationships
Create and distribute capital call and distribution notices to Limited Partners
Work closely with members of the deal team, accounting, legal, tax, and marketing to coordinate the writing and delivery of notices to investors on a timely basis
Review and approve documents in client folders after Administrators post documents
Investor onboarding
Subscription document review
AML and FATCA compliance checks
Ensure all client data is updated in all internal systems for monthly subscriptions or after fund close
Preparation of quarterly /annual due diligence questionnaire reports
Preparation of RFPs to support new business development
Investor account maintenance
Review custodial changes and client transfers
Coordinate change of address or other contact information with GSO Marketing Assistant and Fund Administrator
Investor liquidity management
Quarterly tracking of redemption / lock up schedules (actual vs. eligible)
Provide liquidity schedules to LPs as it pertains to their eligibility
Hedge fund side pocket reporting
AUM tracking and reporting
New capital inflows, redemptions
Maintaining data for Blackstone website and other marketing AUM data
Organize / maintain fund and investment data
Credit market exhibits and updates: all charts for presentations, investor questions, other data (ongoing communication with sell-side to gather data and use of Bloomberg)
Maintain investor reporting websites (consultants)
Maintain and organize all due diligence materials (breaking down AUM in various ways for, investor databases, etc.)
GSO AUM charts, basic organizational materials
Create PowerPoint presentations
System maintenance: client reporting (nVision)
2 to 5 years of relevant experience
Must have excellent communication, organizational and interpersonal skills
Must be extremely detail oriented and have the ability to multi-task and prioritize
Strong Excel and database skills

Liquidity Risk Management Analyst / Associate Resume Examples & Samples

Maintaining active dialogue with trading desks, corporate treasury, risk management colleagues, and other support groups regarding trading and hedging strategies, risk representation, and limit compliance
Collaborating with senior business professionals in enhancing liquidity planning, liquidity stress testing, limit setting and asset/liability management
Experience in financial risk management or funding/liquidity management; bank treasury experience a plus
Excellent communication skills for written, graphical and verbal presentation

Analyst / Associate, & TS Business Management Resume Examples & Samples

Provide primary support to Head, I&TS Business & Project Management and COO Office
Contribute to day-to-day Business Management activities within I&TS
Financial Reporting - assist with preparation of TMS daily / weekly / monthly financial reporting and commentary
Committees – prepare and arrange meetings, agendas and discussion items
Business Initiatives - co-ordinate, and assist with, I&TS business-as-usual initiatives and strategic projects
Superivisory – ensure mandates are completed, track employee vacation
Financial Analysis – ongoing analysis of direct costs and indirect cost allocations
Active role in preparing and designing presentations for senior management
Active engagement with I&TS functions, including but not limited to, Operational Risk, Finance, Internal Audit, HR, Legal
As knowledge base grows, act as subject matter expert on TMS projects, working closely with PMO, IT and Ops to ensure projects are well scoped, planned and executed

Credit Analyst Associate Resume Examples & Samples

Administrative: High bandwidth and ability to multitask, proven ability to learn rapidly
Software: Microsoft office basic proficiency, strong in Excel and Powerpoint
Analyze: Very strong analytic and problem solving capabilities (e.g. issue identification, problem structuring, inductive and deductive reasoning, synthesis)
Math: Ability to perform complex mathematical calculations, including addition, subtraction, division, multiplication, ratio analysis and variance analysis
Communicate: Strong presence in in-person communication, ability to articulate well, active listening skills. No specific requirements for written communication

Sovereign Analyst Associate Resume Examples & Samples

Conduct independent, fundamental sovereign credit and local markets research. Evaluate and monitor the sovereign macro- economic and political drivers
Create historical and projected models which capture macroeconomic trends
Perform foreign currency and interest rate analysis as part of local markets strategy
Work in close collaboration with portfolio managers, traders, and other research analysts to provide thorough analysis and actionable trading recommendations
Assist portfolio managers in forming and implementing their investment strategies; support other parts of the Asset Management organization, such as Real Estate, Agriculture, and Private Equity etc
Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists,etc.) that enable the efficient and transparent oversight of the asset class
Represent Sovereign Research in meetings with issuers, interface with TIAA-CREF's Risk Management Team, and support TIAA-CREF goals and values
Minimum of two years’ experience of economic and financial analysis. Emphasis on sovereign credit analysis, rates and currency research experience; preferably with some of that time spent in a total return environment
Experience with macroeconomic financial analysis
MBA, CFA designation, or advanced degree in economics preferred
Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities. Detailed knowledge and ability with Excel and PowerPoint
Foreign language skills preferred

Aml Isg Analyst Associate Resume Examples & Samples

Be degree educated or equivalent
Experience with Anti-Money Laundering or broader regulatory Compliance experience within the financial services industry, at a financial services regulator, or at a law firm
Candidates from other areas such as risk management or operations may also be considered where candidates can demonstrate the desire and ability to adapt to working in a Compliance function
Strong knowledge of Money Laundering Regulations in the UK; knowledge of requirements in other jurisdictions in which the Firm operates is also desirable
Experience in Know Your Customer requirements including customer identification program, customer due diligence and enhanced due diligence
Understanding of financial markets and products (in particular, Equities, Fixed Income, Commodities and Investment Banking/Capital Markets)
Demonstrate meticulous attention to detail
Possess strong written and verbal communications skills
Have excellent interpersonal skills and ability to work effectively with colleagues across the Legal & Compliance Division (in UK, across the Firm’s EMEA offices and in other regions), other Infrastructure and Control Functions (e.g. Operations) and Front Office
Possess strong analytical thinking and critical reasoning skills
Possess the ability to research and resolve issues independently while working across teams to acquire information
Have the ability to effectively handle a fast paced environment and work to tight deadlines; be able to re-prioritise work in response to changes in business needs, without compromising standards
Be able to recognize and escalate risks and issues appropriately
Be self-motivated and have the ability to work independently and as part of a team
Be able to handle highly confidential information with appropriate discretion

Analyst / Associate Resume Examples & Samples

Manage mark to market debt facilities for all structured products
Proficiency with fixed income technology tools – Intex, Bloomberg
Financial and analytical skills
Demonstrated ability to interpret data and draw conclusions
Drive/Motivation/Enthusiasm/Energy; Demonstrates a proactive approach
Strong planning and coordination skills
Self-starter with the ability to multi-task
2-5+ years of progressive work experience
Experience in investment bank, hedge fund or private equity firm preferred
Efficiency in Excel is a must, including ability to summarize data via formulas, lookups, conditional formatting, etc

Analyst / Associate Resume Examples & Samples

Provide support in the execution of various projects related to credit policy, governance, and regulatory guidance
Assist in the development of credit policy and procedure documents and training material including
One to three years of experience in a large, complex financial institution in Credit Risk function, ratings agency, or credit risk management consulting firm
Ability and willingness to work on projects effectively under tight deadlines
Proficiency in Power Point and Excel
Prior knowledge in financial services industry regulatory guidance is a plus

Ibd-m&a Analyst / Associate Resume Examples & Samples

Support live project execution of merger & acquisition and capital markets transaction
Strong academic background with a track record of success
Strong analytical and modeling skills with sound knowledge of accounting, financial and operational concepts
Ability to analyze and value businesses
Ability to effectively prioritize and handle multiple tasks under tight deadlines

Analyst / Associate Resume Examples & Samples

Conduct financing, comparative and pro forma analyses
Interact with clients and various levels of management; act as an integral part of the engagement team
Act as a resource for the wider Strategic Transaction Group team as directed by Head of STG/Global Sector Teams
Exceptional level of proficiency in Microsoft Office applications
Exceptional academic credentials – minimum 3.2 GPA, Bachelors degree in Finance, Mathematics, Engineering or other analytically oriented major highly preferred
Strong internship experience during undergraduate; up to 3 years investment banking experience

Brcm Analyst / Associate Resume Examples & Samples

Minimum Education: Bachelors Degree
Minimum Experience: 2 years relevant experience in Banking and/or Risk Management
ACIB, LLB, CA/CPA or equivalent professional designation preferred
Proficiency in Microsoft Word and Excel
Knowledge of internal control standards and best practices in operational risk management preferred
Knowledge in internal control, compliance, banking operations, risk management – credit, compliance, operational and/or information risk management preferred
Knowledge of Banking/CF practices and products preferred, including capacity to understand new concepts quickly
Observe high standards of professional conduct in the performance of duties
A broad knowledge of GBM’s and HSBC’s wider organizational structure and activities is preferred

Settlements Analyst Associate Resume Examples & Samples

Invoicing
Client support
Instruction of trades to various custodians
Ensuring trades are agreed and released into the market by our counterparts
Chasing unmatched and failed trades
Daily reconciliations
Preparation of all relevant documentation for settlement
Establishing and maintaining close working relationships with the other Settlement teams around the globe. As well as with traders, custodians, counterparts and other areas in and outside of the bank
Identifying and escalating prudentially to direct and senior management

Portfolio Analyst Associate Resume Examples & Samples

Bachelor’s degree
Minimum 1 year experience in a credit environment or a degree in Accounting, Finance, or Computer Science/Math
Minimum 1 year experience in database reporting and computer languages including SQL
Excellent process management and problem solving skills
Working knowledge of PC computing environments, experience with database reporting, and experience using reporting/query tools such as Brio, MS Query, MS Access, Crystal Reports, or Business Objects
Strong analysis and reporting skills
Excellent organizational and analytical skills
Must be capable of working well independently and in teams
Some knowledge of accounting and/or financial reporting
Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

Collecting and analyzing the project’s business requirements and transferring the same knowledge to the team
Evaluating the data collected through business process, conference calls and workshops
Providing suggestions to the low level analysis team during the test case writing
Communicating effectively with projects and internal teams to share the test analysis carried out
Documenting the acquired results of analysis and workflows as well as obtaining sign-off from the appropriate stakeholder
Managing any change requests related to the working project plans
Effective project and time management skills
Ability to analyze and document complex business processes
Ability to think analytically and should be a problem solver
Sound knowledge of documentation procedures, and program flow charts using visio
Strong organizational & time-management skills with the ability to handle multiple tasks
Ability to provide individual and group-based seminar/workshop BRD training
Ability to work independently with minimum supervision
Ability to work with diverse group of professionals in close cooperation
Conducting task analysis and interacting with execution team for the improvement of productivity, integration, and to reduce costs
Designing of UAT Estimates for test plans
Creation of the test scenarios and review of test cases as required
Defects, creating traceability matrix and timely escalation of issues during the project
Document the analysis process and provide regular updates to management
Maintaining Query Tracker
3-4 years experience in Testing Domain with strong basics of testing (experience in Payments domain will be a added advantage)
ISTQB certified (Essential)
Strong Analytical & Interpretation skills required
Highly organized & eye for details with the ability to work under diverse work groups and high pressure environment within tight deadlines
Individual must be a self starter with the ability to handle multiple tasks at one time

Credit Partners Analyst / Associate Resume Examples & Samples

2-5 years of experience in financial services, preferably in an institutional setting (asset management, investment banking or sales and trading)
Fluent in Microsoft Office applications, including Excel and PowerPoint
Superior level of attention to detail
Need to be enthusiastic, self-motivated, and a team player

Analyst / Associate Core Analytics Resume Examples & Samples

Strong C++ development on linux and windows
Strong scala or other functional language
Good communcation skills. The role will involve cooperation with colleagues in other locations as well as daily interaction with desk strats and modellers
Experience of developing quant model libraries is a plus. It is more important to have strong library design skills than to have an in-depth understsanding of the models themselves

IMD PWM Strats, Analyst / Associate / VP Resume Examples & Samples

Designing customized hedging and investment strategies for high-net-worth individuals
Generating risk analysis for senior management
Providing quantitative rationale & analysis to market structured products and managed investment strategies to clients
Strong background in a quantitative discipline

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

1 – 3 years of experience in automation using QTP or any other tool
Should have worked on Scripting/descriptive programming and not only on Record playback
Experience on XML, VB, VBS
Hand-on experience on developing Excel Macro or formula in VBA
Strong UNIX/LINUX experience, including shell scripting – Preferred
LISA automation tool knowledge - Preferred
Framework Designing knowledge - Prefered
Strong hand-on experience in SQL statements
Good hand-on experience of using Quality Center
Communication (written and verbal) — Proficient
Co-ordination Skills — Proficient

Business Resiliency Analyst Associate Reaplcement Resume Examples & Samples

Providing Oversight and Governance for the CIB Technology Resiliency program
Provides policy input to regional resiliency governance councils
Promote collaboration and coordination with the development and implementation of Technology Resiliency directives with other JPMC groups including Audit, Information Risk Management and Business Resiliency Management
Interface with regulators on the CIB Technology Resiliency program and current status
Ensure overall compliance to the ‘Global Resiliency and Crisis Management’ resiliency standards with specific focus on the APAC region
Promote due diligence in the planning, execution, and documentation of all CIB personnel and Technology Resiliency tests including MEPC (Major Event Planning Calendar) and SDC (Strategic Data Center) Technology tests)
Ensures that all Technology Resiliency Action Plans (TRAPs) are developed and maintained, in accordance with Policy and Strategy, across CIB
Provides control reporting for CIB including scorecards and metrics, identifying remediation plans to bring about resolution
Reports regularly on the status and capability of CIB Technology Resiliency, highlighting exposures, gaps, and audit exceptions
Ensures all resiliency related issues are recorded on appropriate corporate systems and tracked to resolution
Develops deliverables to meet Technology Resiliency requirements based on an agreed approach with the business
Has a detailed understanding of CIB Technology business requirements and ensure that resiliency plans are developed and maintained to the highest standards
Supports and implements CIB Technology Resiliency Management team initiatives
Manage, support and initiate projects or processes which meet the strategic changes or direction of the Business and / or the Industry

Analyst / Associate Resume Examples & Samples

Advance working knowledge of MS Excel, PowerPoint and Word
Ability to analyze and synthesize data
Self motivator and team player who’s able to leverage across disciplines and departments
Strong interpersonal and communication skills, both written and verbal
Desire to learn about risk management in a dynamic and fast-paced environment

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

Ensure proper configuration of all test environments used
Contributes to New Ideas and Methods
Review of test cases and verification of the test cases
Updating downtime tracker as applicable for the issues encountered in test environments
Creation and design of test scenarios
Design and develop formal test scripts through the analysis of high level and low level scenarios
Uploading of the cases into QC
Determine test data requirements and gather data before test execution
Updating the test lead regarding any issues faced with environment availability
1-3 years experience in Testing Domain with strong basics of testing (experience in Payments domain will be a added advantage)

Market Risk Management Analyst / Associate Resume Examples & Samples

Oversee and analyze Market Risk across business units on daily/weekly basis
Communicate to senior management and external shareholders with insight on drives for risk profile changes
Coordinate extensively with internal MRMA teams to drive change and resolve issues
Work extensively with regulators, building good relationships through coordinating on inspection, reporting, and addressing inquiries
Make sure established risk limits are monitored and adhered to, while material risks are reported to senior management
Great communication ability enabling quality teamwork across internal teams and management
Experience in financial markets, with familiarity in derivatives eg. VaR
High proficiency in Excel
Proactive self-starter capable of working under pressure and takes initiative
Analytical mindset and strong quantitative skills
Previous experience working with different asset classes

Analyst / Associate Resume Examples & Samples

Responsible for the origination and execution of energy / infrastructure project financings
Work closely with applicable industry bankers to identify and originate opportunities that meet certain target market and capital returns criteria
Structure and execute the applicable debt financing for distribution in the capital markets, loan syndication market, or both
In select cases, provide advisory services to clients seeking to debt finance a particular asset, on matters relating to debt capacity and sources, capital structure and procurement of export agency and other government guarantees
Perform a robust credit analysis with respect to each project situation for purposes of seeking (as applicable) internal credit approval consistent with Citi's credit standards and capital return requirements
As applicable, present a particular project to one or more rating agencies for purposes of procuring a credit rating
Together, with the applicable syndicate desk, interface with banks in the project finance market, as well as certain institutional investors, for purposes of syndicating and selling project risk
Manage any applicable franchise, reputational or underwriting risk with respect to a specific project situation
Proven years of relevant experience
Must have strong analytical and credit skills including cash flow modelling
Must have strong communication and interpersonal skills
Strong origination and execution experience including documentation
Some experience in acquisition finance and bridge loan situations helpful
Energy / oil and gas backgrounds preferred

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

· Contributes to New Ideas and Methods
· Should Exercise significant independent judgment within the team to determine the best method for accomplishing work and achieving objectives
· Leads and Provides expertise on functional projects and should participate in cross functional projects
· Should provide mentoring and guidance to Senior Testers / Testers
· Act as an expert by providing direction and guidance to process improvements and establishing policies around testing methodologies and procedures
· Responsible for developing , applying, revising and maintaining quality standards
· Designs and Implements methods, procedures for inspecting, testing and evaluating the accuracy of the testing conducted
· Analyzes the errors and return reports for significant findings and conclusions
· Apply Subject Matter Expertise to resolve common and complex business issues and recommends appropriate alternatives
· Act as a Project leader providing direction to team activities and facilitates information validation and team decision making process
· Responsible for driving test design reviews
· Develop/Maintains good relationships with Business Partner
· Should analyze BRD, prepare UAT test estimates, test plan, and test schedules
· Defect management and Defects reviews
· Responsible for attending defect calls, project calls and effectively manage the project
· Ensure delivery of high quality test scripts
· Project efficiency and drive to completion within agreed timelines
· EOD Test Summary reports to be published to BP
· Applies Subject Matter Expertise to complex business issues and is regarded as SME
· Review of test cases and verification of the test cases
· Report of the review comments with the Test Manager
· Supervise the day to day work
· Timely escalation of critical issues to mgmt
· Directly supervise Team members and display high level staff Motivation, Commitment, Performance and Knowledge
· Expected to manage teams if required
· Contribute during 1-1 ones and appraisal by supplementing the observations
· Ensure MI’s are completed in time
· Must have a Bachelor's degree
· 2-4 years experience in Testing Domain with strong basics of testing (experience in Payments domain will be a added advantage)
· ISTQB certified (Essential)
· Strong Analytical & Interpretation skills required
· Highly organized & eye for details with the ability to work under diverse work groups and high pressure environment within tight deadlines
· Excellent verbal and written communication skills
· Individual must be a self starter with the ability to handle multiple tasks at one time and motivate direct line team members
· Ability to effectively present information and respond to questions from groups of managers, clients, customers
· Flexible to work in shifts

Analyst / Associate Resume Examples & Samples

1-3 years of experience in investment banking within a Bulge Bracket firm or Top Tier Strategy consulting firm with an emphasis on analytical work
Top tier MBA highly preferred
Undergraduate degree; sciences, economics, engineering, or finance preferred
Excellent analytical, critical thinking and problem solving skills
Strong modeling skills with the desire and ability to learn extremely quickly
Strong interpersonal and communication skills and ability to work effectively with senior management
Ability to multi-task and work well under pressure
Ability to pick up new concepts quickly
Strong work ethic, team player, and intellectual curiosity

HCM, Solutions Strats, Analyst / Associate Resume Examples & Samples

Design, develop and maintain software that extends SecDB (Goldman?s proprietary platform for analytics, trading and risk management) to People Analytics
Play a key role in designing, executing and measuring the effectiveness of global HCM programs, which will include identifying issues, forming hypotheses and synthesizing conclusions into recommendations
Identify gaps in data quality and work with system administrators to correct the data at the source
Strong academic background in a relevant field - Computer Science, Engineering, Physics, or Mathematics
Comprehensive coding expertise in developing algorithmically complex C/C++/ Java applications and experience working with relational databases and SQL
Expertise in the design and analysis of data structures and algorithms
Experience with machine learning or statistical analysis, or a strong interest in learning
Ability to handle sensitive and confidential information with the utmost discretion and care
Experience with statistical programming (R/SAS/Matlab, etc.), big data, or Java/Scala

Analyst / Associate, FIG Hedge Funds Resume Examples & Samples

Ability to establish rapport with members of client’s management team
Ability to provide good analytical support where needed
Knowledge of HSBC Group systems and global banking processes a plus

CCB Risk-portfolio Credit Analyst, Associate Resume Examples & Samples

Analyze financial statements and account histories
Prepare credit reviews containing advanced financial analysis to monitor shifts in credit quality related to the client’s solvency and inherent risks
Remain informed about factors affecting a variety of industries and connect them with potential impacts on clients
Recognize possible risks that a client’s business may pose to the organization, including financial and reputational, and recommend actions to mitigate them
Document issues with clients that require special or enhanced due diligence
Bachelor's degree in Finance, Accounting, Economics or related field
Minimum one year of analytical experience within the finance industry
Three years experience in client facing position
Pursuit of a Master's degree or certification (CFA, CPA etc.) is considered a plus

Investor Services Analyst / Associate Resume Examples & Samples

2-5 years of work experience in financial services
Problem resolution
Follow-up skills
Must be fluent in MS Office - Outlook, Word, Excel

Analyst / Associate Resume Examples & Samples

Appreciation of the changing economic, social and governmental environment in Canada
Knowledge of international business and various industry sectors
Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
Developing professional expertise and credibility within business
Possess analytical and financial skills
Ability to make decisions
Good verbal and written communications skills

Analyst / Associate, TMT Client Coverage Resume Examples & Samples

Monitor income generation and effectively manage the financial reporting and analysis for the client portfolio
Provide general support to the Global Account Owners/Managers/Partners in servicing client relationships and enhancing income generation
Prepare briefing notes for the Global Account Owners/Managers/Partners in advance of key client meetings
Act as primary point of contact for clients and internal colleagues, and effectively manage the desk, in absence of Global Account Owners/Managers/Partners
Establish strong relationships with key individuals in client’s management team
Where required, to prepare structured and focused application remarks for clients within the sector, covering renewals, new money and new, new money applications
Ability to provide good analytical support to Global Account Owners/Managers/Partners
Strong pc skills (excel, powerpoint etc)
Knowledge of HSBC Group structures
Will be required to obtain FINRA Series 79 license

Analyst / Associate Resume Examples & Samples

Three to four years transactional experience ideally at an investment bank, private equity firm, infrastructure fund, project finance lender or similar
Experience in infrastructure/power and utilities is highly desirable
Fluency in both English and Spanish is essential
Portuguese and Chinese language skills would be an advantage
Experience in core transactional skills (valuation, marketing materials, execution documentation, due diligence, commercial analysis, project management)
Excellent written and oral communication abilities and the ability to work with those at all levels
Strong analytical and numerical skills and a high level of attention to detail
A hard-working, can-do attitude and a willingness to handle multiple aspects of a transaction
The ability to effectively manage multiple, competing priorities

Analyst / Associate Resume Examples & Samples

Perform daily portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance measurement
Provide analytical and qualitative support to portfolio design and new product development
Support for management and client-facing groups in research, client reporting and ad-hoc requests
Apply quantitative techniques and models, coupled with specific market knowledge to portfolio construction and risk budgeting. Use various investment vehicles and techniques to meet desired investment objectives
Research index events and evaluate trading opportunities. Perform pre-trade analysis, develop trading strategy and risk framework and analyse results post trade
Attribute fund performance and refine ways to minimize drag relative to benchmark, and ensure superior investment outcomes are achieved through management of risk and cost
Solid working knowledge of the operational aspects of portfolio management
Previous experience in an investment role desirable but not essential
Understanding of index methodologies and portfolio construction desirable
Demonstrate an ability to contribute to system and process development
Good understanding of performance measurement and attribution and strong analytical and quantitative skills desirable
Bachelor's degree in finance, economics, similar related field preferred, or relevant experience
Local licensing requirements are expected to fulfill upon a grace period
Keen interest in Financial Markets
A great team player with the ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced but inclusive environment
Excellent verbal and written communication in English and Japanese, teamwork, and relationship-building skills
Well organised, disciplined approach to work with good project management skills and a high level of attention to detail
Highly computer literate, with good Excel skills

Market Risk Analyst / Associate Resume Examples & Samples

Daily monitoring of market risks, including the use of metrics such as Value-at-Risk (VaR) and scenario analysis tools
Risk assessment of the Wealth Management/MSBNA/MSPBNA balance sheet, including mortgages, loans, bank deposits, liquidity portfolio, and ISG trading portfolios on the Bank
Active dialogue with portfolio managers, risk management colleagues, and other support groups regarding trading and hedging strategies, risk metrics, and limits framework
Investigating and enhancing the measurement of asset-liability management, interest income sensitivity, and stress tests
Preparing reports and presentations to effectively communicate key risk drivers to senior management and regulators
Driving improvements in risk representation and limits reporting
Bachelor’s degree in science, finance, or engineering plus two years of work experience in market risk management or a related role
Knowledge of financial products and markets, particularly fixed income assets and derivatives
Knowledge of financial risk management concepts, including greeks and VaR
Strong quantitative and critical thinking skills; ability and willingness to solve hard problems; intellectual curiosity to challenge the accepted wisdom
Self-motivated and proactive attitude, with relentless attention to detail
Project management and prioritization skills to balance daily deadlines with strategic deliverables
Superior communication skills for written, graphical, and verbal presentations
Proficiency in Excel and PowerPoint; experience with VBA and SQL programming

Analyst / Associate Resume Examples & Samples

Coordinate capital stress testing (CCAR, DFAST, ICAAP) across Firm and Bank Risk Management
Aggregate and analyze stress losses across all risk areas and provide portfolio view
Prepare documentation and presentations to effectively communicate key information to senior management and regulators
Strong proficiency in Excel and PowerPoint
Experience in risk, finance, regulatory or capital related role
Attention to detail, project management and prioritization
Strong problem solving and implementation skills

AUM Analyst / Associate Resume Examples & Samples

Ensure AUM & regulatory reporting is in compliance with AUM and relevant BlackRock policies
Provide excellent client service to Finance, Corporate Development and other internal clients
Develop a strong working relationship with our partners (e.g. PCI, DIG, CCG, other) and improve working practices
Gain a full understanding and working knowledge of the current Aladdin based AUM model
Partner with colleagues in other business areas (Business Operations, PMG, Client Businesses, Cop. Dev. and Finance) to build strong end-to-end business processes
Significant hands-on Operational/Fund Accounting experience, within Investment Banking or Investment Management
Thorough understanding of the transaction lifecycle and key control frameworks
Analytical, innovative and organized
Strong understanding of investment processes across all product structures
Track record of being able to work to challenging deadlines
Ability to justify and defend proposed approaches
Needs initiative, drive and enthusiasm
Strong prioritisation and influencing skills and ability to manage differing requirements from multiple ‘clients&#8217
Experience of developing strong partnerships with other business areas and external counterparts, both locally and globally

Product Control Analyst / Associate Resume Examples & Samples

2-6 years of either product control or public or product valuations
Prior experience in Financial Services
Ability to handle high work volumes

Operation Analyst Associate Resume Examples & Samples

Inquiry of execution
Administer settlement of foreign and yen bonds / equities
Deal with redemption and interest payment
English Communication skill with a TOEIC score of 700-800
Microsoft Office skills: Word, Excel, Powerpoint
JSDA Class 2 Sales Representative License required
Conversational English skill preferred
Securities related business knowledge and experience preferred

Analyst \ Associate Collateral Management & Funding Resume Examples & Samples

Track cash balances and run the daily P&L report
Assist in development and utilization of forecast procedures to manage the potential term risks associated with borrowing on term to cover variable funding needs
Book repo / reverse repo trades in Anvil and assist with coordinating an appropriate rate to reflect the market funding levels
Assist with correspondence with Collateral Operations, Settlements and GWS Bond teams to ensure proper settlement of collateral mitigating the firm’s default risk
Work closely with other members of CMF to build a cheapest to deliver collateral hierarchy including STF & Repo traders
Review collateral cost allocations process and look to improve processes and underlying methodology
Support the short-term interest rate trading desk activities – trade booking, monitoring of reports
Provide back up for all bond borrows / loans
Provide support to large scale projects as required
1-2 years of relevant Capital Markets experience
Ability to effectively utilize databases for data analysis
Knowledge of data extractions and manipulation techniques is an asset
Competency in programming / coding with VBA, SQL, and Fedserver preferred
Ability to work independently and prioritize multiple tasks with tight deadlines
Able to recognize data problems/issues, and take ownership in recommending solutions / action
Excellent analytical, problem solving, conceptualization and strategic thinking skills

Securities, Ficc, E-irp, Analyst / Associate Resume Examples & Samples

Knowledge of the GS suite of electronic products and understanding of all aspects the electronic IRP workflow
Monitor reports and update any pertinent information related to client accounts
Interact with IRP sales & trading personnel to meet client needs
Coordinate with global electronic trading teams on strategic projects and shared initiatives to build out the business
Communicate with clients and address any inquiries in a timely manner
Serve as desk contact for any trade queries, ops issues, or general electronic trading questions
Assist in marketing and supporting GS IRP etrading execution tools to the client franchise
BA/BS Required
2-5 years of related work experience (ideally already familiar with IRP products)
Knowledge of Microsoft Office Suite, with a strong comprehension of Excel & Power Point
Attention to detail
Strong multi-tasking skills
Meets deadlines
Interacts effectively with all levels
Interest in being part of a small, “start-up”-like team within an established franchise
Knowledge of Pivot tables/VBA in Excel a plus (not required)

Analyst / Associate Resume Examples & Samples

Have at least 3 years of relevant experience in Investment Banking / Corporate Finance
Have experience in Restructuring and/or a Special Situations/Distressed Debt related role
Possess strong modeling and financial statement analysis skills including a good understanding of commonly used valuation techniques
Have excellent written and oral communication abilities and the ability to work with people at all levels
Have strong time management skills - be able to effectively juggle multiple, competing priorities
Be able to work in an open, fast-paced environment, possess strong attention to detail and a hard-working, can-do attitude
Be ambitious, motivated, entrepreneurial, and have the desire to succeed
Have prior experience working with standard Investment Banking databases (i.e. Bloomberg, CapitalIQ, LCD, Debtwire, Reorg Research, etc.)
Experience managing people is a plus

Analyst / Associate Resume Examples & Samples

Write detailed and insightful research reports on companies, sectors and trends within industries
Develop and maintain relationships with relevant institutional client base
Experience of working within Equity Research or Corporate Finance/ M&A ideally with either previous experience, or a keen interest, in the Healthcare sector
Distinctive academic record: consistently highly graded within their peer group

Analyst / Associate Resume Examples & Samples

Coordination and processing of compensation information
Reporting and accounting, both internally as well as to external authorities
Commitment to control, ensuring data has gone through proper internal controls
Review, reconcile and substantiate general ledger account balances
Assisting in formulating payroll processes to facilitate new operations for the firm, involving new pay entity set-up, implementing tax effectiveness programs or new benefit programs
Working closely with global CA counterparts in the administration of compensation reporting
Participation in global projects

Credit Analyst / Associate Resume Examples & Samples

Provide credit coverage for event and relationship loan transactions by engaging with banking, leveraged finance, and performing credit diligence on the transaction
Perform financial, credit and industry analyses to establish credit-specific ratings
Track and monitor counterparty compliance in accordance with contractual terms and Firm limits
Monitor portfolio, author annual and quarterly reviews, and keep current on industry trends
The position is on the Energy and Natural Resources Credit team, which covers Metals & Mining, Energy, Power, Project Finance, and Chemicals
Critical reading, writing, reasoning and communicating to assess the creditworthiness of companies in various industries
Experience in Energy and Natural Resources

Analyst / Associate Resume Examples & Samples

Updating historical financial models
Building out projections
Maintaining comparative company analysis
Relaying information from conference calls, industry conferences and discussions with management teams
Providing written commentaries/summaries of earnings and/or other company events to New York based research analysts and/or portfolio managers
Responding to client requests on specific company questions
Bachelor degree in Finance, Economics, Statistics, or Mathematics with superior academic record
Proficient in Excel and Powerpoint
3 to 8 (for junior research analysts, this will be 2+) years of relevant and similar experience working as a research analyst

Credit Control Analyst / Associate Resume Examples & Samples

Collect outstanding debts utilizing phone and email
Responsible for your own ledger with roughly 600 + European / American accounts
Maintain client relationships (Internal and external)
Preparation of monthly reports and account reconciliations
Maintain accurate records of all communication with clients and record detailed information
Credit control experience preferably within the Financial Services industry
Supervisory experience desirable
Experience of Oracle AR or related accounts receivable sub ledger would be preferable
Excellent client service skills and have the ability to empathise with your client, whilst still being

Senior Valuation Analyst / Associate Resume Examples & Samples

6+ months of Valuation experience
Masters Degree in Mathematics, Physics, and/or Financial Engineering
Understanding of Fixed Income Derivatives (Swaps, Caps / Floors, Swaptions)
Exceptional Quantitative and Programming skills
Working knowledge of VBA, C++, Access, and Excel
Familiarity with FinCad

Analyst / Associate Resume Examples & Samples

Simultaneously working on multiple initiatives supporting CIB CAO Management
Gathering, synthesizing and analyzing financial and non-financial data
Developing strategic and ad-hoc presentations for CAO Management and other stakeholders
Working with CAO Management to develop, syndicate recommendations and address specific issues
Providing project management support for new initiatives
Working and building relationships with colleagues from other functions within and outside CIB
2-4 years of experience in financial planning and analysis (e.g., CFO, Business Management, Product control, HR Reporting etc.) and/or Program Management or ‘Strategy & Execution’ roles

Cib-athena Core-analyst / Associate Resume Examples & Samples

Software development working on our in-house Athena platform, both building the platform foundations and applying the platform to markets businesses
Work closely with front-office, quant and other tech teams to deliver excellent solutions to the trading desk
Developing and supporting cross-business risk management system
Long-term strategic business re-engineering
Work closely with quant and tech teams across fixed income businesses

Treasury Analyst / Associate Resume Examples & Samples

2+ years of experience within a Treasury function
Deep knowledge of Secured Financing Markets
Knowledge of Regulatory trends in Treasury-related matters, including experience with Liquidity Stress Testing, Liquidity Coverage Ratio (LCR), and Collateral Management
Experience with the following reports would be helpful: FR2052a, 2052b, BCBS 248

CCS Industry Credit Analyst / Associate Resume Examples & Samples

Assist one or more Senior Analysts in their sector coverage. Diligently monitor companies including recent news, quarterly/annual financial statements, ratings changes, Amendments and Waivers
Together with the Senior Analysts, evaluate new investments in the Primary and Secondary Markets performing thorough analysis of the Borrowers’ business, industry drivers, inherent credit risks, and valuation/recovery prospects
Assist in the formulation of a clear and concise credit view in order to persuasively communicate recommendations to the Investment Committee (including CLOs, SMAs, BDCs, and Closed End Funds) both verbally and in writing
2-3 years of experience, ideally from a credit oriented fund manager, leverage finance and/or investment banking desk, or CLO platform

Analyst / Associate, Global Markets Resume Examples & Samples

Develop models to quantify market risk in the Funds’ investments
Provide hedging advice and trading ideas to senior management and internal partners
Execute derivative transactions including interest rate swaps and interest rate options
Calculate expected exposures and potential future exposures on a trade and portfolio level
Calculate CVA, FVA and regulatory capital costs on a trade and portfolio level
Develop and maintain trading relationships with highly rated commercial and investment banks
Negotiate business related points in ISDA Master Agreements, Schedules & CSAs, as well as hedging related clauses in credit agreements, intercreditor agreements, etc
Assist with regulatory compliance (Dodd Frank, EMIR, etc.)
Solid quantitative and qualitative analysis skills
Successfully engages in multiple initiatives simultaneously
High capacity for strategic thought and the ability to solve complex business problems
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executive, managers, and subject matter experts
Familiarity with derivatives and financial markets preferred
Familiarity with ISDAs, credit agreements, intercreditor agreements, security documents, etc. preferred
0-5 years of previous experience. For candidates with prior working experience, backgrounds in banking, private equity funds, or real estate preferred
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Proficiency in Bloomberg preferred

Risk Analyst Associate Resume Examples & Samples

Provides direct support of Fiserv clients’ card portfolio risk management programs (debit, credit, prepaid) from a risk consulting perspective
Conducts data analysis from Falcon fraud monitoring systems and make proactive risk mitigation recommendations based on the analysis and in response to customer/client inquiries
Participates in both long-term and short-term projects related to current and future risk management programs, ensuring clients’ estimated fraud loss basis points are being minimized and that rule performance is optimized
Assists management with process improvement efforts and recommend changes to risk management policies and procedures to ensure compliance with regulatory and client-based requirements
Analyzes and evaluates fraud system data integrity and makes recommendations for enhancements
Creates both client-facing and internal reports to support analytic findings
4-5 years of risk management, card fraud, and financial services experience
Possesses strong relationship and communication skills to ensure proper client interaction in managing fraud issues (i.e. articulating event, mitigating liability, training and documentation)
Must possess a high level of computer skills (to effectively utilize multiple EFT systems, Excel, Word and PowerPoint)
Ability to prepare and analyze data in a logical manner and be able to summarize findings to both a technical and non-technical audience
Must be highly motivated and eager to learn
Uses sound judgment and experience to solve moderately complex problems
Ability to independently handle a variety of responsibilities simultaneously and be able to prioritize those tasks
Ability to work productively in a team-oriented environment

RMG, Market Risk Analyst, Associate, Houston Resume Examples & Samples

Minimum education; Bachelor's degree
Ability to balance the need to switch between being immersed detailed day to day activity and problem-solving versus managing higher level longer term activities and objectives
Strong analytical ability and judgment
Ability to sustain high level of performance under pressure with short deadlines etc

Senior Analyst / Associate Resume Examples & Samples

Work with senior team members to conduct diligence on investment opportunities
Conduct in-depth sector and company research
Independently construct company financial forecast and valuation models
Perform valuation, absolute return, and relative value assessments on credit opportunities
Write credit investment memos
Read and interpret credit documentation
Collaborate across business units in the sourcing of potential investment opportunities
Track portfolio company results
Assist with investor reporting
Assist in fundraising efforts
Superior academic and performance record
Bachelor's degree in business, economics, accounting or related discipline preferred
Minimum of 2 years experience in investment banking (leveraged finance a plus), buy-side credit or buy-out fund
Completion of formal credit training program a plus
Excellent Excel, PowerPoint and modeling skills
Excellent written and verbal presentation skills

Analyst / Associate Resume Examples & Samples

Update and maintain various proprietary databases which track asset-level information to increase the accuracy of portfolio reporting
Bachelor's degree from an accredited institution, preferably in finance, real estate, business, economics or related area
Commercial real estate investment and/or finance experience considered a plus

Credit Risk-analyst / Associate Resume Examples & Samples

Portfolio management exercises
Ongoing review and monitoring client’s credit, existing exposure and industry/geographic concentrations through periodic / ad-hoc credit reviews
Maintain the accuracy of risk grading (=internally assigned Credit Rating) and update it in a timely manner to reflect the industry/geographical trend as well as risk factors of particular client
Transaction related activities
Credit work related to new transactions, including structuring, credit analytics, industry assessments, writing and/or contributing to the credit memo, due diligence and credit approval
Working with business in preparing transaction proposal, so that the risk mitigation measures to be incorporated in the proposal
Ongoing credit monitoring including exposure control, covenants tracking, collateral etc
Comprehensive Risk Management
Client due diligence from a perspective of reputational risk
Fulfill the global and local regulatory requirements including implementing the robust risk governance framework and reporting to the regulators
Business level communication skills in Japanese and in English is required
Basic knowledge in financial accounting is preferable
Experience in credit and/or corporate finance is preferable

Analyst / Associate, Gfcc Sanctions Resume Examples & Samples

Perform research on transactions stopped on the firm’s sanctions screening systems to establish if any true matches to sanctioned entities
Working with the Regional Sanctions Officer in reviewing clients and transactions for potential sanctions issues
Working with the Regional Sanctions Officer, performing the necessary research and query to determine the sanctions requirements in Asia and US/ EMEA
Attention to detail. The successful candidate should be meticulous in reviewing all parts of a transaction
Strong Communication Skills. The successful candidate will be required to communicate clearly to the businesses required actions subsequent to his/her review
Strong analytical ability and logical thinking. Ability to identify issues related to sanctions accurately and offer solutions
Have the initiative to find information to substantiate an opinion. Where required, be able to provide recommendations on compliance sanctions processes
As required, in accordance with a schedule, provide coverage on some public holidays. On occasion work outside of normal hours. May be required to participate in conference calls with the United States
Some basic knowledge of banking industry. Knowledge of cash management or some experience with the corresponding banking business will be a plus
Some basic knowledge of US OFAC and Asia sanctions requirements. Experience in sanctions review will be a strong advantage
Experience in using sanctions screening systems

Analyst / Associate Resume Examples & Samples

Using various technologies to implement models/algorithms for various asset classes/portfolios in the Aladdin Analytical System
They will have the opportunity to work on significant projects that will expand their knowledge and skills, as well as benefit BlackRock
Provide technology and analytical supports to internal and external clients
A bachelors/masters degree with a focus on mathematics, computing is required from one of the top tier colleges in India. Exposure to financial industry is desirable but not necessary
C/C++/Java/Perl/Python programming skills are required with around 0.5 – 3 years of experience
Work with other FMG members to develop new models. Own the deployed models and verify the outcomes to be consistent
Good oral and written communication skills are also required
Good programming knowledge and experience
Strong quantitative skills with good knowledge of mathematics is desirable but not necessary
Strong desire to apply these skills to address financial problems and issues that BlackRock encounters in the course of business
Good Knowledge of Analytical Tools and MS Office (Excel, Word and Power-point)
Progress toward CFA / FRM a plus
Strong analytical skills, attention to detail and strong work ethics
Possess a positive attitude and ability to work as part of a team in a fast-paced environment
Possesses excellent communication and presentation skills
Possesses excellent creative and analytical skills
Organized in carrying out the responsibilities, possess strong time management skills and should be high on focus

Debts Capital Market Analyst / Associate Resume Examples & Samples

Could have opportunities to move abroad for global DCM teams
Minimum 1 year experience of in Japanese investment bank - experience working with DCM, bond sales or trading preferred
Business level English and Japanese language skills
Quantitative educational background/work experience
DCM experience at Global Investment Bank in Japan

Analyst / Associate Resume Examples & Samples

Understanding of markets business model and cross-divisional relationships
Strong work ethic, with excellent qualitative and communication skills
Outstanding organizational and time-management skills, the ability to work quickly while under pressure is essential
Strong analytical skills, creativity, resourcefulness and problem-solving initiative are critical
Ability to prepare presentations in English and Japanese
Fluency in English and Japanese, both verbal and written business language

Analyst / Associate Resume Examples & Samples

Supporting senior team members in designing systematic strategies and writing research publications
Answering client clients which range from simple data requests to designing and implementing bespoke models
Developing tools to help the team work more efficiently
Previous relevant experience in an equities business
Knowledge and proficiency in a programming language, either Python, Matlab or R, with flexibility to pick up Python
Experience with large databases / datasets
Enthusiasm for using technology to solve challenging problems
Knowledge of finance, statistics / Machine Learning

PWM Administration Analyst / Associate Resume Examples & Samples

Provide guidance to advisers and support staff on complex platform matters, become the ‘Subject Matter Expert’ for all operational functions of the platform
Review and approve change requests for existing accounts
At least 2 years’ experience in the Australian and global securities markets
Extensive knowledge of MSWM policies and procedures
Good understanding of the Private Client business model
Ability to work autonomously and to priortise tasks where required
Tertiary Qualifications
Synthetic Series 9 Accreditation
Synthetic Series 10 Accreditation
At least 2 years of relevant experience in financial markets operations or administration

FIG Analytics Strats, Analyst / Associate Resume Examples & Samples

Excellent quantitative/analytic reasoning and problem solving abilities
Bachelor’s degree in a technical field (e.g. computer science, math, physics, engineering, economics or mathematical finance)
At least 3-5 years of work experience in either of
Strong computer programming experience in Matlab, C, C++…etc
Strong interpersonal, leadership and team management skills
The desire and ability to play on a team

Americas Management Team, Analyst / Associate Resume Examples & Samples

Support the Head of PWM and the Chief Operating Officer in managerial initiatives and oversight of the PWM business as a core member of the Americas Management Team
Work closely with PWM Regional Management Teams and PWM teams on a variety of issues, including business metric reporting and forecasting, office and team level productivity reviews, fee pricing, coordination of new product launches, organizational planning and client analytics
Facilitate and manage cross-functional efforts on a variety of strategic initiatives and special projects related to business profitability, growth and operations, in close coordination with business partners in Finance, Commission Accounting, Operations, Compliance, Legal, Human Capital Management and Technology divisions
Using financial models and qualitative assessment, complete and present to senior management in-depth analyses on different facets of the business which influence revenue forecasts, market segmentation, compensation and incentive structure, recruiting strategy and other managerial issues
Create annual strategy and performance targets and track business metrics for Americas region, PWM offices and PWM Teams
Assist regional offices and teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning
Self-starter who takes ownership and can lead/manage projects independently; confidence to work closely with senior management
Highly organized and process oriented with strong attention to detail and excellent follow-through
Strategic thinker with outstanding analytical skills; ability to work with detailed financial or other data and understand and communicate commercial implications
Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
Commitment to excellence and a high level of integrity
Retain good judgment and discretion, particularly when placed in demanding situations
Prior PWM team experience or experience in the private wealth high net worth area strongly preferred
Series 7 must be obtained within six months of employment

CIO Analyst / Associate Asset Resume Examples & Samples

Managing various structural risks created by the day-to-day activities of the firm's operating businesses
Investing a portion of the firm's excess capital, when appropriate, in high credit quality, liquid investments
Analyzing the firm’s line of business and consolidated interest rate risk
Advance risk analytics at the product, line-of-business and Firm level including topics
Understanding of Balance Sheet management, Interest Rate Risk, and Funds Transfer Pricing concepts
Strong analytical and quantitative, investigative problem-solving, and decision making skills
Strong, clear and concise written and verbal communication skills with ability to prepare executive level presentations
An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
Focused work ethic, good business sense, and demonstrated initiative
Finance, Risk or Asset-Liability Management experience a plus
Strong technical skills, particularly in Excel and PowerPoint
Programming skills (VBA, SQL , Python, Matlab experience)
QRM experience is a plus but not required

Senior Analyst Associate Resume Examples & Samples

Accountable for BMO Capital Market’s liquidity and funding risk management, monitoring and reporting processes as the first-line-of-defence
Monitor for adherence to Corporate Policies, Corporate Standards, and Corporate Guidelines
Working closely with Technology & Operations, to design, develop and implement analytic models which support oversight of liquidity risk in BMO Capital Markets
Produce timely and accurate management information related to funding activity, collateral usage, liability diversification, intra-day cash usage, and RWA/AA treatments
Produce meaningful ad hoc analysis of balance sheet impacts under various scenarios related to capital, liquidity, and funding
Participate as team member on projects will help improve/optimize the performance of Capital Markets businesses under various binding balance sheet constraints
Develop liquidity and funding stress scenario testing to mitigate potential risks
Work closely with LOBs on business initiatives to identify and proactively manage any potential liquidity and funding exposures/opportunities
Work with LOBs to ensure compliance with liquidity and funding limits and guidelines
Prepare reports for senior management and risk oversight of Capital Markets on liquidity and funding risk; and
Participate in and facilitate periodic audits by Internal Audit, external parties and regulatory agencies
CPA, MBA, or CFA (or comparable)
5 – 8+ years’ experience, with exposure to one or more of the following: liquidity and funding measurement and management, capital management, treasury markets, collateral management, business process improvement and financial reporting
Understanding of international financial markets and banking & broker/dealer regulatory environments
Working knowledge of trading and settlement systems, loan systems
In-depth knowledge of MS Office suite (Excel, PowerPoint, Word, Access)
Experience and understanding of liquidity and funding principles, market and credit risk management practices, funds transfer pricing principles, financial instruments, and Trading Products operations
Understanding of international best practices in capital, liquidity and funding management, and process improvement
Ability to understand and analyze complex financial products and transactions (i.e. derivatives, secured financing transactions, structured products, and fixed income)
Ability to assist in development of analytical models and decompose complex transactions
A desire to work in high-pace environment
Ability to handle multiple tasks and flexibility to re-prioritize and manage conflicting demands
Relationship management / internal client focus
Strong process and change management skills; and

Portfolio Analyst / Associate Resume Examples & Samples

Take primary responsibility for developing actionable portfolio analysis for the portfolio management team to promote strategic thinking
Assist portfolio manager on the development and preparation of annual strategic plans for each investment vehicle
Conduct financial analyses including cash flow projections and Argus valuation models
Evaluate portfolio-level investment performance
Oversee asset analysts in development of annual operating budgets, appraisal review and internal valuation to comply with client requirements and deadlines
Primary responsibility for coordination and review of client reporting and presentation preparation to ensure compliance with client investment management agreements
Analyze hold/sell recommendations and develop strategic plans to maximize client returns
Provide analytical support to colleagues in the areas of fund operations and asset management
Assist asset managers and asset analysts on more complex analysis including financings and dispositions
Provide training and coaching to asset analysts and cover workload as needed
Work across portfolios to develop best practices and design and implement efficiency measures
Work with asset class Sector Leader to analyze LaSalle’s portfolio and find operating opportunities across an asset class
Track transaction activity across your portfolio including acquisitions, dispositions and financings
Present portfolio level analysis to North American Investment Committee
BA/BS degree in real estate, finance, accounting, or economics or related field with strong record of academic achievement
Highly skilled in modeling investments in Excel; Argus experience is strongly preferred
Advanced knowledge of DCF, NPV and cash flow models
Strong financial and analytical ability with solid organizational skills and ability to multi-task
Highly-developed verbal and written communication skills
Proactive thinking with detail-oriented and creative problem solving approach
Candidate must be authorized to work in the United States for a minimum of 5years
Minimum of 2 years’ experience working with commercial real estate valuations

RMD, Rmam, Due Diligence Analyst / Associate Resume Examples & Samples

Coordinate all aspects of due diligence for individual transactions (e.g., credit underwriting, data integrity, collateral, valuation, origination regulatory compliance, etc.); ensure due diligence meets agreed upon timelines
Collaborate with Trade Desk(s) to finalize the due diligence scope, budget and timeline (inclusive of determining samples and preparing data files and diligence materials for third-party vendor partners)
Perform primary liaison responsibilities between counterparties, Trade Desk(s), internal diligence teams (i.e., valuation, collateral management, credit and compliance) and third-party vendor partners
Collaborate with internal diligence teams to obtain third-party vendor partner bids (discern adequate capacity); procure SOWs and engage/monitor third-party vendor partners
Work closely with the internal diligence teams to identify/document loan level conditions/exceptions; assist with determining resolutions/potential cures
Review, report and track issues, bid stips and condition clearings until resolution; issue interim progressive and final reports identifying risks/escalated issues, resolutions, financial impact, etc
Maintain accurate reporting of loan level conditions, exceptions and data reconciliation to maintain data integrity
Escalate adverse findings and loan level decisions to the Trade Desk(s) and senior management
Maintain all diligence related data, communications, and vendor SOWs and results files
Review, understand, and act on deal level documents (e.g., MLPA, R&W, Side Letter, etc.)
Stay apprised and familiar with specific Rating Agencies securitization guidelines and reporting requirements
Tie-out final diligence processes and applicable checklist(s) and deal expenses
Coordinate the transition of the trade to RMAM Deal Management team
May assist with performing comparative (gap) analyses on underwriting guidelines and counterparty’s reps and warranties
May assist with annual on-site reviews of third-party vendor partners
May assist with performing due diligence on prospective new sellers/counterparties/loan servicers/(on-boarding)third-party vendor partners; maintain KPIs on third-party vendor partners
Actively participate in system/technology related projects (e.g., assist IT/System Administration team with design, analysis, testing, and implementation aspects of enhancements made to the Due Diligence System)
Support other departmental teams as needed (e.g., Asset Management, Repurchase Team, Whole Loan Reporting, and Trade Desk Support)
Assist in updating departmental policies/procedures; ensure departmental and firmwide guidelines are followed
Communicate the firm’s goals and objectives
Minimum 3 years of extensive residential mortgage loan originations, with a familiarity of various mortgage products pertaining to residential mortgage assets
Minimum of 2 years of Capital Markets experience preferred
Independent thinker who will be proactive, assertive and professional in dealings with internal/external customers, third-party vendor partners, other RMD/RMAM teams, and senior managers; be able to work at the detail level while managing account relationships
Possess excellent time management/organizational skills with a keen eye toward attention to detail; must have ability to handle a high-stress, fast-paced environment, and aggressive deadlines with minimum supervision; successfully meet established project requirements and deadlines; must have ability to work independently and multi-task
Strong ability to organize, analyze and interpret legal and compliance related materials
Strong self-confidence, good judgment, and sound decision making and problem solving skills
Outstanding initiative and excellent communication/presentation skills (both verbal and written)
Advanced proficiencies in MS Excel, Word and Outlook
Capable of recommending modifications to existing policies/procedures to control risk and improve performance/efficiencies
Must have ability to travel and work extended hours (and occasional weekends) as needed

Analyst / Associate Resume Examples & Samples

2+ years demonstrated experience in a production support or client service role (financial services is preferred, but not essential)
Successful completion of a Degree in computer science or related IT field preferable
Self-directed, effective at prioritizing tasks, managing time, and getting things done
Strong interpersonal and communication skills, both written and verbal, and adept at

100

Senior Analyst / Associate Resume Examples & Samples

Reporting, data gathering, performance analysis, writing market and performance commentary
Obtain compliance approvals and maintain ownership of marketing library
2-4 years related professional experience
Proficiency in Microsoft Office (PowerPoint, Excel, Word, Outlook)
Professional experience in financial services industry
Outstanding work ethic, integrity and professionalism
Strong project management skills, ability to manage multiple projects concurrently
Ability to work independently with limited supervision and collaboratively with teams
Design software knowledge a plus (Adobe InDesign, Illustrator)

101

Analyst\associate Debt Capital Markets Resume Examples & Samples

Secondary coverage and back-up for client marketing efforts across all industries
P&L Reporting
Preparation of pipeline Reports
Provide marketing material support for New York and the countries in the region
Preparation of indicative pricing for DCM structures
Complete and execute documentation for client debt issuance, including prospectuses, trust indentures, underwriting and purchase agreements, due diligence, offering memorandums, marketing packages, and term sheets
Deal metrics calculations for internal risk processes
Work closely with sales and trading to obtain comparable pricing and analytics
Market and economic analysis
Statistical analysis of client activity, country activity and product activity
Undergraduate degree in Finance, Business or Economics
Series 7, Series 63
Fluent in Spanish and/or Portuguese preferred

102

Business Continuity Analyst, Associate Resume Examples & Samples

Coordinate the completion of business continuity framework documents
Facilitate business impact analysis to identify and evaluate the disruption of service
Review/validate submitted documentation for satisfactory detail
Identify recovery plan weaknesses and coordinate with management on necessary enhancements
Coordinate with management and Enterprise Risk and Resilience to develop and coordinate annual business continuity updates, training, and testing
Ensure appropriate procedures are in place to escalate and coordinate recovery strategies
Prepare regular updates and presentations for Enterprise Risk and Resilience and senior management on business continuity
Participate in the enterprise Business Continuity working group
Minimum 2 years in the field of disaster recovery and business continuity, emergency management, or relate field
Certification from Disaster Recovery Institution International (DRII) or the Business Continuity Institute (BCI)
PMP
Work history in project management or similar role
Experience with LDRPS is preferred but not required

103

Public Sector IT Analyst Associate Resume Examples & Samples

Defining and implementing business motivation and use case/actor models and business capability roadmaps as well as helping to gather and define business and functional requirements
Assisting in the following areas: synthesizing business problems and outlining possible solutions; gathering, defining, and organizing business and functional requirements including acceptance criteria for use by developers to implement a capability; resolving promptly issues and business questions; deconstructing high-level functional requirements into an executable story backlog; aiding in the estimation and planning process; assisting in prioritization of tasks and planning iterations; verifying system functionality delivers on business capabilities; and assisting with structuring and managing workshops
Eliciting requirements and scoping using client interviews, shadowing, document review and surveys
Translating client requirements into standard UML diagrams and/or Agile user stories
Collaborating with user experience and design teams to perform traceability of solution to design and business requirements
Prioritizing work based on value, risk and dependencies
Creating test scenarios, test plans and execution of test cases using various test scenarios to provide quality deliverables to client Demonstrates some proven abilities, as both an individual contributor and team member, with identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; approaching client in an organized manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and, communicating potential conflicts to a supervisor. Demonstrates some proven abilities as a team member: understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback. Demonstrates some proven abilities conducting research and analyzing technical matters, while utilizing problem-solving skills. This includes the analysis of large and complex data sets, demonstrating an aptitude for conducting quantitative and qualitative analyses, using the standard suite of Microsoft Office software (Word, Excel, PowerPoint) to execute related deliverables for instance, creating screen mock-ups to assist clients in visualizing requirements. Demonstrates some proven abilities utilizing effective written and verbal business communication skills when interacting with team members and/or clients in a professional setting

104

Credit Analyst Associate Resume Examples & Samples

Learn and understand Associated's credit approach and underwriting process, as well as spread and analyze financial data
Begin to conduct the analysis and underwriting of existing and new credit transactions, in preparation to monitor and manage a loan portfolio
Learn and understand Associated's lending cycle and the wide range of banking products we provide to our customers and prospective customers
Prepare to help companies analyze their capital structure and financial needs in order to help develop and recommend financial solutions
Understand Associated's value proposition and the benefit of relationship banking

105

Analyst / Associate Resume Examples & Samples

Participate in due diligence of investment opportunities (funds, secondaries, direct investments), including preparing valuation analyses and summary reports
Work with senior investment team members to evaluate and source investment opportunities
Develop/maintain relationships with intermediaries and private equity fund general partners
Prepare diligence materials & memoranda and present investment recommendations
Work with and help guide the development of interns and junior analysts
Coordinate and oversee the team's weekly investment deal log
Assist in the preparation of summary review materials in support of internal quarterly reviews, external investor reports, advisory board meetings, and fundraising; and
Gain familiarity with financial databases such as Bloomberg, Capital IQ, Private-I, Preqin, etc
Relevant Bachelors or Masters degree
Relevant industry experience (2-3 years)
Communication skills – Ability to effectively formulate and articulate opinions persuasively both verbally and in written form
Technical skills – Ability to manipulate and develop financial models for companies and private equity funds (e.g. LBO models, valuation models, fund cash flow models etc.)
Analytical and critical thinking – Ability to identify and articulate key investment considerations and risks in different industries and businesses. Ability to constructively review and critique other team members’ work, and willingness to receive and respect alternate points of view
Good interpersonal & team skills– Comfortable with consensus decision-making and working in a cross-border, strong team-based environment
Organizational and time-management skills
Outstanding academic achievement, demonstrated leadership and extracurricular involvement; and
Passion for and understanding of the private equity industry

106

Senior Analyst / Associate Resume Examples & Samples

Support in the execution of M&A transactions – both new investments and bolt-on acquisitions for portfolio companies
Support in the execution of financing transactions in the ongoing capital management of portfolio companies
The team structure is non-hierarchical and all team members are equally expected to drive the execution of ideas, source transactions and lead negotiations
Bachelor degree or higher from top tier university; finance/accounting or quantitative field preferred
2-4 years experience in investment banking or private equity
Highly numerate with good financial modelling skills
A thorough understanding of financial accounting, corporate finance and business reporting
M&A execution experience – candidates with a well-rounded exposure to buy-side M&A analysis, due diligence, transaction financing and analysis preferred
Excellent oral and written communication skills – Spanish proficiency is a must
Sound business judgment and an analytical, pragmatic and creative approach to problem solving

107

PE Analyst, Associate Resume Examples & Samples

Conduct financial / statistical / valuation analysis and build financial models
Assist in due-diligence process and prepare formal documentation to support recommendations
Assist in gathering industry / company related data and putting together in presentation / proposal
Assist in the presentation of investment information
Assist in any ad-hoc mattes as required for the team

108

ERM Risk Analyst Associate Resume Examples & Samples

Assist ERM team members with implementing, monitoring, assessing and reporting on the adequacy and effectiveness of OCC’s risk management framework as they work with different business areas
Develop a solid understanding of OCC’s Risk Appetite Framework (RAF) and assist business areas with questions
Analyze and verify information obtained from business areas for risk reporting
Create ERM risk reports and formulate correlations from results/data
Assist in identifying or developing tools or methods to track and monitor risk
Support the eGRC system implementation process as needed
Assist in preparing and reviewing presentation materials for the Operational Risk Management Group and Model Governance Committee
Experience in designing and producing quality reports and presentations
Strong organizational and analytical skills
Bachelor’s Degree (or equivalent) in Finance, Economics or related field preferred

109

Analyst / Associate, Midstream Energy Resume Examples & Samples

Have 2-4 years previous experience within the Midstream Energy sector in one of the following areas: Investment Banking, Principal Investing, or Corporate Business Development
Have excellent written and oral communication abilities and the ability to work with those at all levels
Have strong attention to detail and exceptional time management skills
Have proficiency in generating valuation analyzes using various methodologies including discounted cash flow, leveraged buyout, and trading and transaction comparables
Have proficiency in building detailed financial models to evaluate performance under various operating scenarios to analyze the impacts of different capital structures
Have strong proficiency in creating and editing client presentations, memorandum and other marketing materials
Have the ability to research and analyze various topics and summarize and present the results in a succinct manner
Have experience and familiarity with all stages of oil and gas transaction executions, including origination, diligence, and execution of equity, debt, and M&A transactions
Have a hard-working, can-do attitude
Possess the ability to work in an open, fast-paced environment
Be able to effectively juggle multiple, competing priorities

110

Analyst / Associate, DBS Treasures Resume Examples & Samples

Achieve service standards as set out for Treasures (Offshore) staff to develop and improve customer satisfaction and retention
Ensure that all customer requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
Attend all relevant training and briefings
Address and follow-up on customer service requests/issues daily eg. walk ins/answering phone calls and assist with completion of service related transactional orders &/or ad-hoc projects as assigned by Treasures Centre Manager
Assist with the duties of the Treasures Service Officer for customer requests/ transactions
Handle complex or time-consuming servicing of accounts
To provide information on investment products and services offered by Wealth Client (only upon request by customer) and if customer is interested, refer to Treasures Relationship Manager for follow-up with sales process

111

Corporates Analyst / Associate Analyst Resume Examples & Samples

Wants to deepen their exposure to and understanding of the debt capital markets
Has a strong pattern of leadership and the ability to proactively and successfully interact with various stakeholders, both within and outside of the organization
Maintaining comprehensive financial models
Helping senior analysts prepare presentations for internal credit rating committees
Participating in the evaluation of other credits within Corporates, as well as other related credit groups
CFA/CPA or CFA candidate preferred
Relevant experience a plus, especially coverage or knowledge of the Chemicals, Metals & Mining sectors
Capital markets and/or credit analysis experience a plus
Strong analytical, quantitative, and organizational skills
Ability to excel in a team oriented environment

112

Corporates Credit Analyst / Associate Analyst Resume Examples & Samples

Has a keen interest in the Chemicals, Metals & Mining industries
Has solid financial statement analysis skills
Performing analysis of key quantitative and qualitative factors influencing the credit quality of companies in the Chemicals, Metals & Mining sectors
Participating alongside senior analysts in meetings with Chemicals, Metals & Mining industry management teams
Expertise in Excel and Word
Excellent written and verbal communication skills;　
Ability to shift fluidly between multiple projects as priorities change

113

Analyst / Associate, TMT Asia Based Resume Examples & Samples

The successful candidate is expected to work with deal principals, other deal team members and other deal participants to provide all execution support necessary to bring a deal to financial close. This execution support encompasses financial modelling, deal structuring, credit analysis and preparing credit packages, working on internal approvals and documentation. Networking with deal parties, and working closely with other product units, including Credit, Syndications, Legal and local client managers
Conducting credit reviews, and handling both the internal and external interfaces with minimal support
Working closely with deal principals in developing marketing material and pitches leading to arranging roles. For this, the candidate should maintain a current view of recent transactions, market benchmarks, economic and industry trends, and other relevant research. Marketing materials include pitch books, industry reports, comparative tables and league tables as well as a recent list of ING credentials
Helping achieve team revenue targets, achieve cross-sell
Working on other adhoc requests as required by Deal Principals and the Team Head on various deal or client related matters
Ongoing assistance to the Team Head and Deal Principals on management of the TMT portfolio and assisting with budgeting using ING in-house systems, and liaising with Finance where necessary

114

Tprm Assessment Analyst, Associate Resume Examples & Samples

Create enterprise-level guidance, processes, tools and templates to enable the Company to appropriately assess, using a risk-based approach, third party usage of subcontractors in meeting obligations to the Company
Contribute to implementation efforts to update policy, procedures, process documents, training and communication across multiple stakeholder groups to successfully disseminate new control expectations
Review related Subject Matter Expert (SME) and Line of Business (LOB) policies and procedures to ensure consistency with assessment of TPRM programs employed by third parties to risk manage their subcontractors
Contribute to training materials and educating senior management on roles and responsibilities
Support periodic updates on policy and procedures, performance and results to division leaders and formal
Contribute in creating training and guidance for MUAH stakeholders on how to evaluate Third-Party Risk Management programs within third party organizations
Strong academic credentials—BA or BS degree, with an advanced degree in law, finance, business, sourcing, risk management, or related fields being highly desirable
4+ years of experience in bank compliance, audit, risk, legal or related positions
Strong analytical or critical thinking skills
Ability to handle multiple, complex tasks and responsibilities simultaneously and with substantial independence
Work under the direction of multiple stakeholders
Ability to manage highly talented and specialized staff in the area of third-party risk management
Strong organizational and process-oriented skills

115

Appraisal Quality Analyst Associate Resume Examples & Samples

Strong interpersonal and organization skills
Professional phone and email skills
Ability to establish good working relationships
Ability to negotiate
Ability to work in Windows environment
Strong attention to detail required in order to meet defined quality standards
Ability to work in a fast-paced environment, to multi-task, and to be able to handle pressure with short time constraints
Ability to monitor and coordinate orders’ progress and results
Able to appropriately elevate unresolved issues
Assist with assimilation of new hires or contingent work force
Able to lead and motivate peers

116

Analyst / Associate Resume Examples & Samples

1) Project Finance experience – desirable (ideally worked for a financial services firm for at least 12 months)
2) Credit analysis skills
3) Cash Flow Modelling and quantitative skills and ability to undertake economic and financial assessments- desirable
4) Knowledge of project and corporate finance structures, coupled with the ability to develop innovative solutions for the client – desirable
5) Knowledge of relevant markets and sources of finance – essential
6) Sector knowledge across Power, Natural Resources and Infrastructure - desirable
7) Working knowledge of relevant areas of law and accounting – desirable
1) Lending and Financial Advisory mandate support – financial analysis, evaluation of risks, project management etc
2) Assist in all aspects of the deal, including modelling, credit/ legal analysis, presentations to relevant committees and deal administration
3) Assisting with review of due diligence materials (legal, technical, insurance)
4) Credit Application & Pitchbook preparation where relevant
5) Coordination of relevant internal deal related processes
6) Maintain and evaluate up-to-date sector, market and client knowledge to prepare relevant ad-hoc study/analysis and support business development activities
7) Support the booking process, and ensure credit files comply with the Bank’s policies and procedures
8) Maintain integrity of relevant processes, with focus on day to day activities to ensure compliance with internal controls and policy
9) Provide general support and assistance to the team assigned from time to time
10) Other duties as may be requested by the Joint General Manager and/or Department Head in support of the Division’s ongoing business requirement

117

Treasury Analyst, Associate Resume Examples & Samples

Sets daily cash position using information reporting from various banking applications
Executes wire transfers to meet funding requirements necessary to daily cash position
Maintains bank electronic funds transfer templates/administrator of online banking applications (assigns user set-ups, etc). Initiate online banking training or webinars for users. Assists in establishing of or closing of bank accounts, CDs, MMs, as necessary
Reconciles prior day cash activities to ensure accuracy and prepare/post daily cash transactions to general ledger
Maintains cash desk procedures manuals, signature cards, and interacts with banks and various departments at multiple locations to provide excellent customer service relating to treasury operations and resolve banking issues
Performs various other duties as assigned by management
Required A Bachelor's Degree in a related field or Accounting, Finance
Required 2+ years of experience in a related field, preferably in corporate or institutional treasury function or cash management
Required Other Investments and budgeting administration experience; knowledge of treasury workstation and bank software experience a plus
Advanced Demonstrated interpersonal/verbal communication skills
Advanced Demonstrated written communication skills
Advanced Demonstrated organizational skills
Advanced Demonstrated analytical skills
Intermediate Ability to multi-task Excellent communication skills (written and verbal); strong organizational and analytical skills; ability to multi-task and prioritize, in a fast-paced environment with specific deadlines, and possess outstanding problem solving abilities and interpersonal skills
Intermediate Other Ability to prioritze
Advanced Other Ability to problem solve
Required Intermediate Microsoft Excel
Preferred Intermediate Oracle Database Management System (DBMS) Oracle experience
Required Intermediate Other Treasury/Bank software

118

Analyst / Associate Resume Examples & Samples

Strong analytical and critical thinking skills, as well as a high level of self-initiative required, including an ability to balance and execute multiple projects at once and deliver results under tight time constraints
Understanding of the governance and controls surrounding risk monitoring including, VaR, stress testing, various return measures and experience with stress construction
Understanding of fixed income/securitization markets and FX(Bonds, swaps, MBS, FX Fwds, FX swaps etc)
Demonstrated ability to work effectively and independently across different businesses and functional areas
Strong technical skills in Excel/Access/VBA/Bloomberg
Daily reporting and monitoring of market risk positions - with the aim to identify material risk exposures and concentrations. Conduct ad hoc risk analysis, develop improvements of daily risk reports, and VaR and Stress analysis tools
Keep track of market developments/moves vis-à-vis business risks
Represent Market risk in various related initiatives and ensure that the projects are delivered in a timely manner

119

Items Analyst Associate Resume Examples & Samples

Statusing the customer and management on Supply demands
Ensuring Provisioning/Autonomic Logistics Information System (ALIS) requirements are in place to receive assets
Providing Ops Center input to performance metrics
Maintaining accurate Ops Center Records of Requirements
Providing Supply Chain Management for storage and transportation of the assets being returned into the supply chain pipeline
Generate purchase requisition for repair actions
Monitoring receipt of the item at source of repair
Tracking and reporting status requirements action until delivery is complete
Preparing and/or coordinating required shipping documentation of source of repair
Acquiring data associated with each repair action
*Second Shift
Bachelor's degree or equivalent related experience/combined education, with 3 years experience
Strong background in Defense Supply Chain Item Management
Experience with performance-based logistics (PBL); third party Logistics providers, weapon system acquisition, operational support or program management
Understanding of Inventory and Capital Control
Microsoft Office Suite skills
Ability to work under pressure in a high paced environment
Supply Chain Management degree preferred
Seeking a team player with a positive attitude who is a self-starter and familiar with inventory management, financial, contracting, and product support activities
Individual should be familiar with requirements development, management, negotiation, and verification
Candidate should have exceptional organizational, administrative, and planning skills with prior experience managing complex tasks and suppliers

120

Items Analyst Associate Resume Examples & Samples

Must be a US Citizen. This position is located at a facility that requires special access
Supply Item Management experience or equivalent degree in
Supply Chain Management, Logistics or Operations Management
Demonstrated experience communicating with internal and

121

Analyst / Associate Resume Examples & Samples

Intermediate/advanced understanding of financial theory and general accounting issues
Basic/intermediate understanding of pertinent financial reporting guidance related to purchase accounting and goodwill impairment
Advanced computer skills (primarily Excel and Word)
Relationship-focused (with clients, peers, management, etc.)
Entrepreneurial
Positive and enthusiastic attitude
Excels in a team-oriented work environment
Shows creativity in problem solving
Accountability and ability to multi-task
Professional presence

122

Analyst / Associate Resume Examples & Samples

Assist the risk assessment, scoping and planning of a review
Assist in executing the review. Specifically focusing on the following
Intermediate level analytical and data analysis skills (e.g., SQL, ACL, or similar tools)
Understanding of Java, C++ or scripting languages (e.g. PERL)
2+ years of experience either in technology function (e.g., Developer, System Architect, DBA, System Administrator, etc.) or in a technology audit role
4-year degree required (Computer Science, Math, MIS preferred)
Working knowledge of Financial Reporting, Fed. Reporting, Basel requirements & S404 controls
Team-oriented with a strong sense of ownership and accountability
Good leadership, interpersonal, and relationship management skills
Certification or industry accreditation (e.g., CISA, CISSP, CISM, CFA, Series 7) is a plus
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
Prior audit experience is a plus, but not required
Knowledge of the brokerage industry, capital markets, securities products, regulations relevant to Bank Holding Companies

123

Analyst / Associate Power & Utilities Resume Examples & Samples

Conducts credit and financial analysis, both for existing clients and on new financing opportunities
Researches and analyses information and drafts credit proposals in conjunction with Analysts, Associates, Directors, Executive Directors and/or the Managing Director
Establishes and maintains contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and CIBC’s requirements
Assists in analyzing, structuring and documenting new loan transactions
Is familiar with appropriate due diligence criteria and effectively conducts such analysis and investigation to provide CIBC with an appropriate “due diligence defense” under applicable securities legislation
Organizes presentations to potential clients, assisting in the development of presentation information
Follows up credit-related customer queries and customer service-related matters not otherwise covered by Credit Processing Services. Acts as liaison with officers of Credit Processing Services
Liaises with other units of CIBC, CIBC Wholesale Banking and Risk Management in preparing credit reviews and proposals for clients’ financing needs
Oversees and/or participates in the conduct of research and collection of information to assist in the identification and analysis of potential business transactions
Assists in the on-going monitoring of the terms and conditions of approved credit arrangements and appropriately identifies any relevant changes in the financial condition/business of a client
Ensures that recommendation and opinions offered to clients are in compliance and at all times maintains the professional standards and policies of CIBC
This job works with the department’s Managing Director, Executive Directors, Directors, Associates and Analysts
This job acts as a liaison with officers of Credit Processing Services
This job liaises with other units of CIBC, CIBC Wholesale Banking, Risk Management and other CIBC product partners
Bachelor’s degree in Business, previous corporate finance/corporate/project finance lending experience is preferred
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
Ability to work well and excel in a team environment
Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including financial modeling
Excellent understanding of financial statements and accounting principles
Demonstrated job commitment including a willingness to work extended hours and personal flexibility and adaptability in order to meet client requirements
Develop financial models to assist in structuring transactions and perform sensitivity analysis
Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC

124

Analyst / Associate Resume Examples & Samples

Analyzing various proposals
Reviewing cash flows and financial statements
Researching prospective tenants and markets
Document control related to due diligence processes

125

Treasury Analyst / Associate Resume Examples & Samples

Bachelor's Degree in Accounting, Finance or a related field
Investments and Budgeting Administration experience
Experience in a Corporate or Institutional Treasury function or Cash Management
Knowledge of Treasury workstation and Bank software experience
Working knowledge of Oracle Database Management System (DBMS)

126

Enterprise Risk Management Analyst Associate Resume Examples & Samples

Create and monitor key performance, key risk, and key control indicators to support management and board-level reporting
Maintain and write risk policies and procedures
Support management with special projects and other duties as assigned
Understanding of securities/derivatives markets and risk management preferred
Excellent written, verbal and presentation skills
Strong team orientation and ability to collaborate effectively in department and cross-departmental efforts
Solid ability to multi-task and manage time effectively
Highly proficient in Microsoft Excel, including experience using lookups, pivot tables and macros
Proficient in Microsoft Word and PowerPoint
1-2 years of experience working in a financial services company preferred

127

Analyst / Associate Cib-credit Risk Resume Examples & Samples

The Credit Risk Analyst / Associate will work closely with the Primary Credit Risk Officer and Corporate & Investment Banking business partners to assist / manage the Client Credit Relationship
Responsibilities include credit due diligence including credit analysis, modeling, client meeting and provide credit risk grading recommendations
Research industry, regulatory and other areas as required
Post-closing, the incumbent will be responsible for preparing regular credit and portfolio reviews, including monitoring of covenants and borrower undertakings, timely and accurate update of credit lines, tracking of excess and resolving exceptions
The Credit Risk Associate will be required to work on Loan and ISDA documentation and negotiation - working closely with the Primary Credit Risk Officer, Business partners and internal / external legal team
Possesses strong quantitative ability in analyzing and interpreting financial statements, draws well-thought out conclusions from analysis, and is Credit trained
Knowledge / experience of trade finance and loans structuring and documentation (APLMA), derivative products and documentation (including ISDA and CSA) is preferred
Familiarity with corporate and investment banking financial products and market dynamics
Proactive and ability to work independently and deliver in a timely and accurate manner
Bachelor’s degree (or above) in Business, Finance, Accounting or Economics from a reputable institution

128

Analyst / Associate Director Resume Examples & Samples

Strong working knowledge of the credit, legal and structural risks of Transactions in the ABS sector, or alternatively, experience in the credit analysis and underwriting of consumer loans and or consumer loan portfolios
Prior modelling, programming (VBA, SAS, R and/or Python) or database management a plus
Self-motivated, and able to manage timelines across many disparate projects
Willingness and ability to quickly learn new concepts and techniques across a variety of topics
Proficiency in Microsoft Word/Excel
Some travel required. Candidates should have at least 1-3 years’ experience for an analyst level and 3-5 years’ experience in structured finance, consumer loan origination or credit analysis or related fields
Graduate degree is helpful but not required

129

Analyst / Associate Resume Examples & Samples

Broad engagement across teams / groups, for example: M&A, Leverage Finance, Financial Sponsors, DCM, Equity Advisory, Structured and Risk solutions (e.g., IR or FX derivatives)
Experience of working within Investment Banking, Transaction Services, Audit or boutique advisory firm
Experience in the TMT sector and knowledge of industry trends and / or past deal exposure is a distinct advantage
Excellent financial modelling experience (operating models, capital models, merger models, LBO, etc )

130

Threat Analyst, Associate Resume Examples & Samples

Formal education or training in Computer Science, Network and Security, or a related field under way or completed; or equivalent experience in IT Security related roles
Experience with TCP/IP Networking and knowledge of the OSI model
Strong customer service skills and decision-making skills
Education or experience with packet capture and analysis (like Wireshark)
Excellent problem solving, critical thinking, and analytical skills
Exhibit initiative, follow-up and follow through with commitments
Ability to maintain confidentiality of data
Ability to manage multiple priorities in a high pressure environment
Strong documentation and oral communication skills
Ability to support and work in a team environment
Formal IT Security/Network Certification such as Chappell Univ’s WCNA, CompTIA Security +, Cisco CCNA, SANS GIAC Certified Intrusion Analyst (GCIA), SANS GIAC Continuous Monitoring (GMON) certification, or related certification/degree
Utility Industry experience
Prior Security Operations Center experience
Network security or analyst experience
Analyzing PCAPs
Knowledge of Network and Host forensic tools
Knowledge of Network infrastructure
Minimum 1 year experience with Intrusion Detection/Prevention Systems
Knowledge of Antivirus Systems
Minimum 1 year experience monitoring threats via a SIEM console
1+ years performing analysis of log files from a variety of sources, to include individual host, network traffic, firewall, or intrusion prevention
Monitor incoming event queues for potential security incidents; Identify and act on anomalous network activity
Perform hunting for malicious network activity
Perform initial investigation and triage for potential security incidents
Provide accurate & priority driven analysis on cyber activity/threats
Perform payload analysis of packets
Detonate malware to assist with threat research
Resolve or coordinate the resolution (escalate) of cyber security events
Create, manage, and dispatch incident tickets
Monitor external event sources for security intelligence and actionable incidents
Maintain shift logs with relevant activity
Document investigation results, ensuring relevant details are passed to senior analysts and stakeholders
Participate in root cause analysis or lessons learned sessions
Establish and maintain excellent working relationships/partnerships with the Cybersecurity and infrastructure support teams throughout the Information Technology organization, as well as business unit operation centers
Must comply with any regulatory requirements

131

Analyst / Associate Rates Structuring Resume Examples & Samples

Pricing and execution of structured interest rate deals for client solutions or enquiries
Global interaction with trading, sales and client base in originating and executing transactions
Understanding of regulatory needs and constraints for financial institutions
New product development
Generation of product/ideas and preparation of marketing materials
Projects to improve the efficiency of the desk
Educational Background: A scientific/economic degree, and an analytical approach to problems
Communication/Sales skills (written and verbal) also very relevant
A desire to learn and make an impact from day one
A clear understanding of the debt and capital markets and their operation
Ability to understand & explain complex structures
Creativity and problem solving skills
Team based approach: willing to join a team working together on multi-aspect projects
Accuracy & attention to detail
Familiarity with programming concepts and principles
Good desktop application skills (e.g. Excel) including use of formulae and arrays

132

Settlements Analyst, Associate Resume Examples & Samples

BA/BS in Business, Math, Finance, Economics, Accounting, Engineering or related quantitative discipline
Intermediate Excel Skills (tested during interview process)
Attention to detail/high level of organization
Business/Financial Acumen
Strong communication skills (written and oral)
Skilled in use of MS Word, Excel, PowerPoint
Understanding of Energy Procurement business
Understanding of Electric Settlements business
Some LEAN, Six Sigma or other process improvement training

133

Analyst / Associate Client Manager Resume Examples & Samples

Strong logic, deductive reasoning, problem solving and critical thinking skills
Skilled & polished communicator, including client presentations
1-5 years’ experience

134

Analyst / Associate Client Manager Resume Examples & Samples

Work closely with your manager to assist in the analysis and preparation of client deliverables and answer client questions across both existing clients and new client penetration and expansion
Play an active role in both client and internal Nielsen strategic projects and initiatives
Develop mastery of propriety Nielsen tools and metrics, which you will use to help solve your client’s most pressing business questions
Leverage the clients own data sets to combined with Nielsen content to answer key questions
Simplify data into a compelling story that will be directly presented to clients and used by industry leaders to set strategy
Be the voice of the consumer by keeping our clients at the forefront of industry trends
Develop a basic working knowledge of sales drivers to help our clients increase revenue
Strong oral and written communication, organization & client service skills
Basic project management skills and ability to manage multiple priorities
1-5 years’ hands-on experience in data analytics
SQL and/or SAS experience
Query complex data warehouse and multiple disparate data sources for strategic reporting and analysis
Experience utilizing large datasets
Advanced technical skills with Microsoft products, specifically Excel and PowerPoint
Proven advanced analytical and problem solving capabilities
Preferred industries: eCommerce, Retail, Consumer Packaged Goods, Consulting, Information, Sales, Analytics
Experience with customer analytics in retail operations or related field
Master’s Degree in Business Administration, Statistics, Mathematics, Economic
Strong coding skills including significant experience with SAS
Experience developing modeling based solutions
Knowledge of Nielsen or IRI syndicate data
Working knowledge of relational databases – preference Teradata
Microstrategy or Tableau

135

Analyst / Associate Client Manager Resume Examples & Samples

Simplify data into a compelling story that will be presented to clients and used by industry leaders to set strategy
Develop a basic working knowledge what drives sales to help our clients increase revenue
Proficient in Microsoft Office software

136

Production Analyst Associate Resume Examples & Samples

Establish and enforce standards within Control-M & TWS scheduling software
Administer Control-M & TWS for end users throughout the firm
Test and install new models into the production process
Debug real time production issues across a range of technologies and applications
Setup and administer parallel test environments to ensure problem free change management
Work with developers to coordinate schedule changes with code changes
Communicate effectively with business and investment personnel to increase transparency around
Bachelor's degree in finance, computer science or a related field
Strong technical/computer knowledge either from coursework or professional experience
Knowledge of the financial/investment industry is preferred
Experience with scheduling applications like Control-M or TWS is a plus
Highly motivated and able to work both independently and within a team
Ability to find creative and innovative solutions to technical problems
SQL, Python and/or SAS programming knowledge is a plus
Experience working in a Unix or Linux environment is highly valued

137

Client Capital Senior Analyst / Associate Resume Examples & Samples

Respond to RFPs (requests for proposal), RFIs (requests for information) and DDQs (due diligence questionnaires) to clients, prospects and consultants
Bachelor's degree in business, marketing, or related field
One-to-two years’ full-time work experience in real estate, client services or related position is an advantage
Strong sense of teamwork and excellent organizational and time management skills
Ability to work to tight deadlines in a high pressure environment
Very high attention to detail and quality, e.g. proofing content, punctuation, format, appearance, etc
Strong interpersonal skills and ability to work with senior managers and their expectations
Complex document management skills
Fully proficient in all Microsoft Office applications
Enthusiasm and willingness to work hard
Evident interest in real estate is an advantage
Ability to work across different time zones which may mean extended days
Willing to obtain any required Securities license(s) within a year of hiring

138

Analyst / Associate Resume Examples & Samples

Perform document gap analysis by reviewing available documentation and evaluating information available publicly or through vendors for multiple Asian jurisdictions
Liaise with sales/client teams to obtain and validate correct documentation
Process KYC/AML by, enriching KYC requests in the system and performing enhanced due diligence as required
Support creation of key business metrics
Liaise with internal departments to support KYC issues
Involvement in ad hoc projects for new processes or industry initiatives
Participate in Remediation's, internal/external Audits

139

Analyst & Associate, Investor Solutions Group Resume Examples & Samples

Be an excellent writer with the ability to prepare investor materials, respond to RFP's, respond to investor queries, etc
Be extremely organized, flexible, excellent attention to detail and follow-through and delivery
Have the ability to translate financial results and complex issues into concise and credible messages
Thrive in a dynamic business where accuracy, hard work and flexibility are imperative
Strong interpersonal skills, a natural curiosity, and the ability to communicate orally and in writing using these qualities and skills
University degree required (business or finance preferred); and
Be proficient with Microsoft Word, Excel, Power Point and CRM databases plus Intralinks/Sungard or similar services

140

Items Analyst Associate Resume Examples & Samples

Understanding of the basic principles of Finance
Supply Support/Stock Control background
Understand of the basic principles of supply chain management

141

Items Analyst Associate Resume Examples & Samples

Appropriate technical degree from an accredited institution
Ability to obtain Secret Clearance
Familiarity with Army regulations and Army Supply
Prior military experience

142

Items Analyst Associate Resume Examples & Samples

Understanding of the basic principles of supply chain management
Knowledge/experience in the following areas: Supply Chain Management, Logistics Management, Configuration Management, Data Management, Procurement
Ability to extract and decipher details from established contracts, statements of work, or other similar documents

143

Asset Servicing Analyst / Associate Resume Examples & Samples

Strong experience in managing the daily processes of Announcement Creation and/or Payments and Reconciliations (or similar Asset Servicing teams) including Risk Management, Resource Planning, Issue Resolution and Approval of work
Functional Expertise of Asset Servicing including Fixed income and equity Corporate Action and Income processing
Strong technical skills and pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills
Proven ability to effectively manage operational risks and to develop control enhancements
Excellent communication skills to clearly articulate issues and ideas with different levels across Operations and Federation stakeholders
Strong analytical skills with an ability to understand complex workflows, and excellent attention to details
Sound time management skills to be able to effectively prioritize and multi-task
Proven track record of improving processes and demonstrating successful teamwork
Strong control mind set with a passion for risk management
Good interpersonal skills to build strong relationship with key stakeholders within and outside of Operations
Good influencing skills to work with the Operations team in challenging the status quo and continuously enhancing the control environment
Innovative and flexible in coming up with suggestions and ideas
Inquisitive and able to learn quickly
Solid knowledge & experience in the Financial Industry
Proven experience of developing and managing a team
Functional Expertise - Keeps current with emerging business, economic and market trends
Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
Client and Business Focus - Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations
Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues
Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations

144

Credit Risk Analyst, Associate Resume Examples & Samples

Day-to-day execution of stress testing projects, which requires calculation of key risk parameters, utilizing data processing techniques, employing statistical methodology, as well as, documentation, back-testing and validation
Day to day management and execution of other risk related projects, including ad-hoc data manipulation and analysis, working closely with the other members of the team. Identify potential problems and improve the process
Enhance bank's risk analytics, modeling and reporting with strong analytical abilities and risk methodology
Typically requires a Bachelor's degree; Analytical degree from a leading university preferred
Graduate degree with 1 or 2 years of work experience or Bachelor degree with 3 years of work experiences preferred
Excellent excel skills
Strong data process skills and communication skills
Outstanding analytical abilities and the ability to work efficiently and independently
Strong focus on accuracy and reliability, so as to ensure confidence in results
Prior consulting experience preferred
Strong statistical and mathematical ability preferred
Knowledge of statistical programming languages, such as R, SAS, VBA preferred

145

Credit Risk Analyst, Associate, Singapore Resume Examples & Samples

Undertake credit due diligence and prepare objective credit assessments for new clients, recommend risk ratings and credit facilities for approval by Credit Executives
Partner Credit Middle Office team to establish credit lines in firm's systems
Responsible for reviewing and monitoring of assigned clients on an ongoing basis; promptly recommend changes in risk ratings and/or credit limits as appropriate
Play a key role in the trading documentation process
Work on adhoc requests, undertake industry and regulatory analysis as assigned by senior analysts
Knowledge of the funds sector, commonly traded securities and derivatives and trading documentation such as ISDA/CSA

146

Access Management Analyst Associate Resume Examples & Samples

Processes user access control change requests, such as adding, modifying, and deleting user and group accounts within our AD platform and various clinical and business applications
Learns how business needs impact provisioning for user-related changes
Participates in access recertification reviews to prevent unauthorized access to data and maintain proper security levels
Performs the day-to-day activities to ensure communication of time-critical information and to maintain consistent customer service levels. Provides a broad level of support to customers to identify, troubleshoot, and resolve user access-related issues and escalates for assistance when appropriate
Participates in the review of work processes to identify, design, and recommends improvements for efficiency and enhanced security
Complies with policies, procedures and standards. Accurately and thoroughly documents appropriate detail in request tickets and tracking systems
Applies an understanding of technical solutions in relation to the current, as well as the future business environment to independently research and resolve access related issues
Participates in activities to identify and implement standardization of access support activities
Participates on project-related initiatives related to user access-related changes as assigned
Assists end users about the proper submission of access requests to meet all established policies and audit guidelines
0-3 years IT experience

147

XVA Analyst / Associate, Global CPM Resume Examples & Samples

Demonstrates strong ability to take complex processes and break them down into concrete steps
Price and analyze credit, funding and capital requirements on derivatives transactions
Perform detailed reviews of counterparty portfolios, including analyzing trade structures and documentation
Demonstrate understanding of risk drivers and develop methodologies to help mitigate them
Interact with other lines of business within Global Markets and support areas (including Finance, Middle Office, Risk, Technology, Quants, Legal, etc.)
Demonstrate strong work ethic and business judgment
Knowledge of derivatives and fixed income markets desired
Must be a self starter who is resourceful
Must have excellent communication skills, written and verbal
Must work well in a collaborative team environment
Strategic and creative thinking required
Must be able to multi task and work well under pressure/deadlines

148

Analyst & Associate Resume Examples & Samples

Process of completing Bachelor's or Master’s Degree
Achieved very good academic performance
Excellent numerical and analytical abilities
Maintained active involvement in extracurricular activities
Bilingualism is an asset but not a requirement

149

Invoice Processing Analyst / Associate Resume Examples & Samples

Responsibility for activities assigned by the Invoice Processing Lead
Processes transactions of medium to difficult complexity
Processes pre-coded invoices, including those with and without a purchase order. Invoice Processor may be required to process one or all of these types of invoices (with PO, without PO)
Respond to vendor inquiries
Ensures that all invoices assigned are properly accounted for at the end of each business day
Receives scanned invoices from Scanning Center
Responsible for indexing of invoices before these are processed by the Payments Processor
Has working knowledge of both scanning and Accounts Payable application
Accurate, efficient and organized within daily responsibilities
Complies with all client published policies and procedures and any legal and regulatory requirements that the company is obliged to adhere to
Diploma Holders and above of Mathematics, Commerce, Business or Accountancy

150

Collections Analyst / Associate Resume Examples & Samples

Responsible for activities assigned by the Collections Supervisor
Liaise with customers on a timely basis, execute collection activities, reconcile and track daily/monthly AR balance accounts with customer records
Ensure the completeness and accuracy of invoices in the AR system (manually encoded or through interface)
Communicate effectively with customers on a timely basis and provide excellent customer service regarding collection issues, discrepancies and short payments
Work closely with key teams such as Credit and Sales in mitigating collection risk
Collaborate with various internal business functions such as Billing, Credit and Cash Application teams and external customers to resolve receivable issues and to achieve common goals and objectives
Provide administration work related to collections, such as preparing adjustment vouchers, statements and letters
To be accurate, efficient and organized within daily responsibilities
Escalates production issues to his/her team leader as appropriate
Complies with all client published policies/ procedures and any legal regulatory requirements in addition to ensuring that Client’s Service Level Agreement is met
Diploma holders with 0-3+ years working experience
Accounting, Finance or Business studies an advantage

151

Credit Risk Analyst, Associate Resume Examples & Samples

Ensure the establishment and effectiveness of credit policies, underwriting standards, risk limits and approval authorities. Maintain risk control framework and governance to ensure compliance
Develop and maintain a clear risk appetite and ensure it is monitored and updated as appropriate
Perform independent portfolio monitoring and surveillance and high level risk reporting (ARC, RCoB, Investor, etc)
Encourage appropriate risk expansion and credit optimization that are within overall bank standards
Oversee periodic scorecard monitoring and validation
Perform detailed monitoring and reporting, both periodic and adhoc, to efficiently and effectively provide insight into performance of credit strategies, and to identify unique risks and opportunities within the business
Identify and monitor relevant economic metrics that impact lending quality and adjust strategy as necessary
Develop and present risk assessments and key reporting highlights in risk reviews
Support investor reporting and certification
Prepare written documentation in support of audit or regulatory exams
Monitor internal and third-party control environment and work with LOB to assess control effectiveness
Contribute to the design of the future-state data environment
Bachelor degree and 3+ years’ of financial services experience
Analytical experience in consumer lending
Significant experience using SAS, R, SPSS, or other similar data analytics packages
Expert knowledge of MS Excel and significant experience using all MS office applications
Experience in general data management is preferred
Requires excellent written and verbal communication skills
Experienced in developing and presenting recommendations to senior management and executive committees

152

Items Analyst Associate Resume Examples & Samples

Understanding and demonstrated application of financial management principles
Experience with supply support and/or stock control
Use of supply chain data management systems
Ability to obtain Secret Clearance within the first 60 days of employment
Solid written and oral Communication Skills
Strong Computer Skills including MS Office
Problem Solving Skills
Self-starter able to perform tasks with minimal supervision

153

P Analyst / Associate Resume Examples & Samples

Develop and maintain complex project finance models for bidding opportunities for Design, Build, Finance (DBF), and Design, Build, Finance and Maintain (DBFM) projects
Review and present technical and financial inputs to financial models
Preparation of internal and external documents including investment approvals (Equity Papers / Investment Committee material), project briefs, internal and external presentations, Request for Qualification (RFQ) and Request for Proposal (RFP) response documents, etc
Manage multiple work streams for project pursuits including management of external consultants
Support various Kiewit and Kiewit Development teams and management as required
General research on industry and project opportunities
Undergraduate degree in business, engineering, or math or a general arts /science degree combined with post-graduate degree in business or strong applied experience
CPA or CFA designation beneficial but not required
Strong Business Acumen
Manages own work effectively with limited supervision
Strong written and spoken communication skills including presentation skills and development of professional quality printed materials
Experience with P3 projects considered beneficial but not critical if similar skills and experience have been developed
Ambitious and motivated team player willing to assume additional responsibilities
Very detail oriented and ability to work and think independently
Strong quantitative skills including experience building, and operating complex financial models in Microsoft excel
Ability to review and interpret complex legal and financial agreements and summarize key issues (ex. P3 project agreements, purchase & sale agreements, term sheets, lease agreements, etc)
Organize, facilitate and participate in diverse group meetings
Understanding of general accounting and taxation principles
Ability to travel freely between Canada and the U.S

154

Summer Analyst / Associate Intern Resume Examples & Samples

Conduct company, property and industry-specific research
Manage and update prospects in an internal tracking database
Assist in developing and preparing marketing and presentation materials
Track local and regional activity, e.g., economy, employment statistics, major company activity, industry trends and demographics that affect the local real estate market
Contribute to special projects in support of business development
Provide ongoing support with current deals, including market surveys, proposal reviews and summaries, lease reviews, financial analysis
Attendance is required for the full 8 weeks. Start date is June 5, 2017. Completion date is July 28, 2017
Current college junior, senior, or graduate level student
Possesses the desire to work in the commercial real estate industry
Experience with MS Office with preferred experience in Salesforce and Tableau
Ability to network and develop strong relationships
Detail-oriented and highly organized
Solid written and oral communication skills
Work authorization

155

Analyst / Associate Resume Examples & Samples

Work with the Portfolio Engineering team to contribute to the design and testing of components of the portfolio management platform
Conduct research and analysis on implemented factors and portfolio performance, with a focus on private assets
Participate in the portfolio management process including portfolio construction, back testing, and transaction cost analysis
Contribute to other departmental projects and duties as assigned

156

AM, Jpms KYC / QC Analyst, Associate Resume Examples & Samples

This position will report to a Quality Assurance manager and will help support the Know Your Customer/Anti-Money Laundering program for J.P. Morgan Securities
Review and approval of KYC documentation, information, research and Due Diligence for new and existing clients
Liaise with internal teams to discuss AML/KYC requirements and convey KYC approval status
Ensure all policy required client documents/records are complete and accurate
Assist with audits and AML/KYC related issues
Assist with departmental projects
Alert management as appropriate to issues that require immediate attention
Handle all sensitive and confidential information in accordance with firm policy
Compile metrics for daily reporting
2 years experience CIP/KYC/AML Area
Expertise in/familiarity with brokerage processes and systems would be helpful
Knowledge of rules and regulations applicable to money laundering, including the Patriot Act, and OFAC requirements
PC Proficiency: Advanced/Intermediate level of Microsoft Excel, Power Point and Word
Ability to handle deadlines
Ability to work independently in a fast-paced/high-pressure environment
Strong writing and analytical skills
Self-starter, organized, detailed-oriented and ability to work independently

157

Business Management Analyst, Associate Resume Examples & Samples

Support the Business Managers from a technical and strategic perspective through data analytics and project management
Serve as back-up to Business Managers when they are out of office or need additional support with special projects
Help drive best practices sharing across the areas supported by the Business Managers
Assist with budget analysis and proposal, expense policy creation and reporting consolidation
Managing headcount analysis and forecasts
Contribute to Executive Level updates on strategy, budget, project delivery, controls, risks, etc
Assisting with Vendor Management functions
3-5+ years of experience working in an enterprise level organization supporting a business group
Experience managing large sets of data using required formulas, building key metric analyses, reporting templates and summary tabs connecting data and running basic calculations for presentation-ready reports
Familiarity with PowerPoint and basic presentation tools
Driven, positive, team-player, assertive with strong interpersonal skills
Adaptable to change and a fast-paced environment
Extensive experience with Microsoft Office, especially Excel
Ability to multi-task and manage multiple projects with tight deadlines
Strong communication skills, resourcefulness and independence to manage a variety of assignments
Must be a self starter with strong critical thinking and analytical skills
Works well independently or as part of a team

158

Summer Analyst / Associate Intern Resume Examples & Samples

Currently enrolled in a Bachelor's (BA/BS) program from an accredited four-year college or university, in Accounting or related discipline. Third-year student status preferred
Ability to comprehend and interpret instructions, short correspondence, and business documents and ask clarifying questions to ensure understanding
Ability to write routine reports and correspondence
Ability to effectively respond to common inquiries in a professional and appropriate manner
Requires intermediate knowledge of financial terms and principles
Ability to perform basic financial analysis and accounting calculations
Requires a basic understanding of internal controls as well as a basic understanding of financial reporting rules and regulations
Ability to understand and carry out general instructions in standard situations
Ability to solve problems in standard situations. Requires basic analytical skills
Ability to work well under pressure with a proactive approach to routine issues
Requires strong organizational skills, attention to detail and openness to new ideas and procedures
General experience with MS Office software

159

Analyst / Associate Resume Examples & Samples

Facilitate implementation of regulatory capital requirements from a business strategy perspective, with specific focus on FRTB
Engage in ad-hoc projects on a regular basis
Closely follow and understand market activity and relevant regulatory developments
Strong writing and spreadsheet skills
Ability to learn quickly and take on new responsibilities

160

Liquidity Risk Analyst / Associate Resume Examples & Samples

Providing intraday liquidity risk oversight for various legal entities, maintaining active dialogue with trading desks, corporate treasury, risk management colleagues, and other support groups regarding trading and hedging strategies, risk representation, and limit compliance
Collaborating with front line business professionals in enhancing liquidity planning, liquidity stress testing, limit setting and asset/liability management
Preparing and presenting briefings to senior management on key risk issues
Executing projects to investigate and improve the risk representation of the Firm’s liquidity risk, contingency funding plans, asset-liability management, and stress testing framework with the focus on intraday liquidity risk
Establishing and update liquidity risk relevant policies, procedures and other governance relevant documentation. Participate on liquidity risk governance framework related projects
Excellent academic background, preferably an advanced degree in a quantitative discipline or equivalent
Some work experience in funding/liquidity management or financial risk management; preferably with bank treasury and/or cash management experience
Knowledge of intraday activities such as trade settlement, clearing agent activities, collateral posting, and overnight funding operations across time zones, currencies and jurisdictions
Broad knowledge of financial products across derivatives, interest rates, foreign exchange, equities and credit instruments
Experience with contingent funding plan (CFP) or asset and liability management (ALM) or credit risk is highly desirable; working knowledge with ILAAP and L-SREP is a plus

161

Analyst Associate Resume Examples & Samples

Constructing analytical tools for volatility-linked products
Identifying trading opportunities in volatility space and writing research publications for clients
Project work ranging from immediate time-sensitive analysis to longer-term projects requiring direct interaction with both external and internal clients
Knowledge of finance, statistics / machine learning and derivative pricing
Higher degree in quantitative discipline such as science or engineering required
FX and rates knowledge a plus

162

Analyst / Associate Resume Examples & Samples

Detailed financial modeling, valuation and analysis
Pitchbooks and other presentations
Company and industry analysis
Buyers lists
Confidential memorandas and management presentations
Deal execution tasks
Overall project management
All standard investment banking valuation methodologies
Detailed financial modeling, including ability to create fully integrated income statement, balance sheet and cash flow model
Various steps in the sell-side execution process
Ability to train and mentor analysts

163

Risk Analyst Associate Resume Examples & Samples

Verifying our client's identity and tax payer identification
Conducting risk-based investigative searches
Implementing Fraud Detection--ID Theft Prevention
Working with 3rd party and/or vendor provided solutions
Corresponding with internal business partners
Answering hotline calls and sending letters

164

Conversion Analyst, Associate Resume Examples & Samples

Analyze and determine conversion requirements and provide conversion specification to programming
Provide consultation to the client before, during and after conversion, including the development of new department procedures the conversion may need
Interpret client’s existing systems and workflows, through and including the balancing of conversion data
Communicate progress and any potential problems to manager for awareness and/or resolution
Maintain the tools used to ensure the efficiency and effectiveness of the conversion process (system studies, questionnaires)
Provide training to the client before, during and after conversion, including the correct use of the system and on-line terminal assistance, as well as daily application balancing procedures
Apply standard project management principles including the creation and maintenance of project plans and managing project tasks and resources as they apply to each implementation
Manage multiple clients and adhere to project timelines
Manage client expectations with respect to available product solutions
Use sound judgment and experience to solve moderately complex problems based on precedent, example and experience that is commiserate with that of Business Analyst
Utilize system and data to resolve business issues in the most effective manner
Analyze and identifies root cause; providing input to solutions that lead to success for Fiserv and the client
Define project requirements by identifying project milestones, phases, and elements; forming a collaborative project team
Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions in accordance with stated procedure
Assist management with the planning and design of improvements to business processes
Maintain ownership of all projects
3+ years of business analysis experience in the financial services industry is a plus
Prior conversion experience or experience supervising operations and/or applications area within the financial industry highly desirable
Portico experience preferred
Project management capabilities preferred
Experience and interaction with client preferred
Financial industry experience preferred
Experience implementing or supporting Software As a Service preferred
Strong written and verbal communications
Strong organizational and interpersonal skills with good follow-up skills and attention to detail
Ability to analyze and solve complex technical problems
Proficient in computer systems and personal computer use
Promote process improvement
Exhibit excellent organizational and time management skills
Ability to work in a fast paced and changing work environment
Ability to work collaboratively across multiple teams and work independently
Up to 70% on a monthly basis including weekends

165

Analyst / Associate Resume Examples & Samples

Prepare client presentations to secure underwriting mandates, provide market updates, share insights on investor activity, and lay plans for the distribution/marketing of live transactions
Closely monitor conditions in the municipal market as well as broader global markets. Publish updates for the firm’s clients on a regular basis
Develop models to gain insights from Citi’s municipal databases. Summarize the findings to share with issuer clients and their financial advisors
Engage with municipal investor customers and their Citi sales coverage to help market transactions, and to build a working knowledge of their investment goals and activities
Synthesize all available information to prepare brief credit summaries of municipal issuers
Minimum BA/BS with 1-2 years experience in banking or consulting
Excellent oral and written communication skills, organizational skills and interpersonal skills, as well as the ability to multi-task under tight deadlines
Demonstrated ability to prepare high-quality presentations for clients
Experience with credit analysis and familiarity with financial statements
Experience with financial modeling and database programs (SQL,VBA and Qlikview preferred)
Familiarity with and interest in global financial markets and economics
Prefer work experience in municipal finance and Series 7, 52, 63 and 79
Bloomberg preferred

166

Analyst / Associate Resume Examples & Samples

Minimum five years post graduate experience in a similar role in Operations
Strong analytical, problem solving and documentation skills with an ability to understand complex workflows
Results-orientated - ability to balance multiple, time-sensitive projects while maintaining a longer term, strategic focus
Excellent communication skills with an ability to influence senior business stakeholders and make decisions
Proactive and self starting individual with high level of ownership
Intermediate/advanced Excel skills essential
Exposure to tax regulations change management initiatives
Technical knowledge of key tax regulations e.g., Common Reporting Standards, UK or US Foreign Account Tax Compliance Act

167

Analyst / Associate Resume Examples & Samples

Coordinate and oversee the approval process for all marketing material, including acting as liaison between the Marketing / Investor Relations Management team and Investment Solutions’ compliance department
Serve as key point of contact for information requests from clients (internal and external), consultants, and prospects in coordination with Metropolitan, Investment Solutions and Carlyle sales teams
Synthesize information from the Portfolio Analytics, Investments, and Accounting teams in order to prepare responses to RFPs and customized due diligence requests. Oversee production to ensure efficiency, accuracy and timely completion of projects
Oversee preparation for onsite due diligence meetings. Collaborate with Metropolitan, Investment Solutions and Carlyle sales teams to produce agendas, presentations and due diligence materials
Collaborate with Co-CIOs to create client-specific product proposals and terms sheets for customized managed account prospects
Lead production efforts on behalf of Metropolitan during the creation of custom presentation materials for Investment Solutions pitches
Manage coordination and execution of general marketing materials for firm-wide events (e.g., investor conferences, webinars, investor luncheons etc.) in collaboration with the Investments team, for existing and prospective clients
Create materials for Carlyle investor conferences, incorporating input from various teams. Manage coordination of invitations with Investment Solutions
Support fundraising activities by tracking the status of each investor throughout the life of each fundraise; prepare internal reports to update the Carlyle Sales team on overall status of prospective Limited Partners and closing schedule
Maintain investor activity log in Salesforce
Experience in investor relations at an alternative investment firm, an alternative investment placement firm, or a consultant is preferred
Excellent interpersonal skills and demonstrated ability to work effectively as part of a team
Self-starter; has confidence in asking questions and ability to work in a fast-paced environment
Solid organizational skills, high attention to detail and ability to prioritize
Mature and hard-working, strong executive presence; and
Tenacious/persistent - goes the extra mile

168

Senior Analyst / Associate Resume Examples & Samples

Building and maintaining financial models (risk, optimization, derivative valuation, and other)
Communicating complex quantitative concepts to clients and third parties
Providing support for an analytics solution team, including training, troubleshooting, researching and resolving issues in a timely manner
Minimum of a master's degree in mathematics, statistics, engineering, finance, or other quantitative fields required
Professional experience preferred (depending upon degree level)
Experience with Matlab and C/C++
Proven outstanding quantitative and analytical aptitude
Knowledge of portfolio management techniques, fixed income markets, and interest rate derivatives
Ability to meet timetables and deadlines and to effectively prioritize multiple projects
Advanced degree (PhD) in mathematics, statistics, engineering, finance or other quantitative fields preferred

169

Analyst / Associate Resume Examples & Samples

Support the head of the Strategic Relationship Management Group and SRM Group senior team on a portfolio of the firm’s highest profile relationships
Develop insights and reporting for strategic relationships via all available means, including via meetings/calls with key internal stakeholders and by leveraging public, proprietary and subscription resources
Partner with Senior Strategic Relationship Managers in developing comprehensive relationship assessments, execution plans. Assist with tracking progress to goals
Drive internal coordination and meeting cadence for virtual relationship teams and senior special advisory committees
Collaborate with Marketing on the development and execution of special events
Deliver ad hoc reporting for Group Head
4+ years relevant professional services experience
Expertise with MS Office software applications
Outstanding communicator
Strategic mindset
Confident and self-sufficient
Financial services experience and strong working knowledge of retirement, investment management and insurance products and services
cb
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions

170

Analyst / Associate Resume Examples & Samples

Building a narrative on the industry through short weekly articles and monthly global briefings and company profiles
Working with research staff worldwide to drive research quality across the 80 countries covered in our Tobacoo and Vapour database
Carrying our primary and secondary research on the Tobacco and Vapour industry
Collaborating with the Global Head of Industry and other colleagues on all project- and client-related issues
Working with our sales and account management teams to push commercial development
Dealing directly with clients when required
Communicating the value of our Tobacco research offer in the media, at conferences, and through our social media activity
Flexibility and proactive approach to managing workloads and balancing research inputs, industry analysis and client interaction
Ability to work with and interpret data, as well as extract relevant strategic insights
High level of numeracy
Tenacity and keen attention to detail
Ability to work under pressure, prioritise workloads and meet tight deadlines
First rate organisational skills
Sophisticated knowledge of relevant software, including MS Powerpoint, Excel etc
Fluent spoken and written English, additional languages an advantage
A background in the Tobacco industry or directly relevant research experience is necessary to join as an Analyst

171

Analyst / Associate Resume Examples & Samples

Verifying transaction bookings
Preparing and issuing transaction contracts
Validating incoming counterparty contracts
Reconciling cash balances and inventory holdings
Preparing and issuing invoices and warehouse releases
Processing external cash payments
Reviewing transport documentation (Bills of Lading, Insurance Documents etc.)
Processing LME SWORD transactions
Liaising with internal and external stakeholders when handling transaction issues
Identifying and implementing control and efficiency improvements in operational processes

172

AM, GWM Project Analyst, Associate Resume Examples & Samples

1) Set-up meetings, create and distribute agendas, take minutes, coordinate logistics for meetings, and complete various presentations for project and Sr. Management as directed by manager
2) Analyze and synthesize information from multiple sources to create solutions and define next steps with milestones, dates, and owners
3) Complete recurring reporting for manager and projects on a daily, weekly, bi-weekly or monthly basis proactively and with accuracy
4) Create and maintain the project plan tracker and weekly summaries and distribute to working group, acting as the “details master” of the projects
5) Take ownership of assignment work-streams to define operating models or requirements and syndicate with working group
6) Ensure consistent syndication of information with working group domestically and globally
1) Detail Oriented with intense focus on accuracy
2) Superior Note Taking
3) Ability to manage complexity, multi-task and deliver solutions to a tight deadline
4) Strong Data Analytical skills
5) Ability to deliver quickly with minimal manager direction
6) Proficient in MS VISIO, Excel and Powerpoint Presentations
7) Strong work-ethic with preference and composure for intense project management and operating in a fast paced environment
8) Strong interpersonal relationship and partnership skills
9) Thoughtful approach and ability to create and validate new solutions
1) Successful track record in P&P rotations focused on quality results and successful execution
2) Experience in developing and creating effective presentations for very senior levels of the firm

173

Cib-credit Risk-analyst / Associate Resume Examples & Samples

The Credit Risk Analyst / Associate will be based in Hong Kong with primary responsibility for assisting / managing designated clients in the Hong Kong Credit Portfolio
Support local legal entity risk management requirements in line with local regulations
Build and maintain strong working relationships with internal clients and colleagues
At least 2 - 4 years of experience in a Corporate Banking / Credit role, looking at a portfolio of corporate and FI counterparties
Strong decision making capabilities and the ability to identify problems and propose solutions
Highly organized, motivated and hard working
Professional Credit Certification and/or Chartered Financial Analyst is a plus
Language requirements: Chinese (Mandarin or Cantonese) reading / speaking skill is preferred, but not

174

Rates Derivative Analyst / Associate Resume Examples & Samples

Trading support role within the Rates Derivatives Middle Office, covering the swaps and options trading desks
Daily trade capture and verification of all trades including: swaptions, bermudans, caps/floors, bond futures, interest rate futures, options on futures, bond options, swaps, forward rate agreements and cash bonds
Production and validation of risk and P&L
Dealing with queries and ad-hoc requests from front office, risk, compliance, finance and operations
Assist the Options desk in managing daily swaption, CBOT, and CME option expiry risk
End of day official market production � building and maintaining NGFP-NY market
Experience in a trade support / middle office role within Rates Derivatives
Understanding of vanilla interest rate products
Familiarity in dealing with risk and explain P&L
High level of proficiency with Excel

175

Items Analyst Associate Resume Examples & Samples

Bachelors degree from an accredited college in a related discipline
Information Technology skills to allow development of minor software routines to perform data compilation for trends analysis, graphical presentations, and reports generation are preferred
Ability to work in a cross-functional IPT environment
Experience using MS Excel and SAP client applications
Familiarity with statistical analysis and current modeling tools and techniques
Ability to read reports and interpret data
Experience interacting with management and customers
Ability to interface with a variety of information technology applications to create purchase requirements and to extract data
Ability to analyze data and identify trends
Ability to summarize data and present conclusions to senior leadership
Excellent communication skills and Customer Service orientation

176

Cib-directed Lending Portfolio Analyst Associate Resume Examples & Samples

Management of designated client/lender relationships ensuring that a high level of service quality is maintained
Identify client training opportunities and assist the client in being able to self serve through the available tools
Subject Matter Expert for VPR (Views Portfolio Reporting) the online tool used by clients/lending agents
Coordination of client/lender relationship information across internal partners that also manage the client
Ensure that all inquiries (internal and external) are responded to timely and accurately while looking for opportunities to proactively improve the client experience
Organize service reviews with clients/lending agents reviewing all operational aspects of their program
Creation and on-going maintenance of client/lenders service level documents
Financial Services experience and a working knowledge of the Securities Lending and Custody products
Ability to work to multiple deadlines and prioritize appropriately
Proficient in using MS PowerPoint, Excel and Word
Experience in a client relationship management/service environment is highly preferred

177

GPS COO Team, Analyst / Associate Resume Examples & Samples

Managing strategic scale, infrastructure and control initiatives across the business
Working closely with senior management on critical business matters, including business selection, business financials / profitability, and acquisitions
Assisting with client onboardings, fund launches and change management events
Performing key control and supervisory tasks
Drafting critical management reporting and presentations
1-5 years of prior work experience
Strong organizational, critical thinking, and interpersonal skills
Ability to own projects and lead initiatives independently
Proactive, self-motivated ,and high intellectual curiosity
Results and detail oriented with ability to prioritize effectively and multi-task
Consulting, audit, or control experience
General understanding of asset management industry

178

Analyst / Associate Analyst Resume Examples & Samples

Submit a covering letter and concise resume (as one document)
Demonstrate a stable, yet progressive, work history with approximately 2 – 5 years direct experience in financial services
Ideally be working in a strategy, pricing or commercial business team; applicants from within a regulator, environment, consulting team where you have worked closely on the sector, or directly in industry as an equity analyst, are also encouraged to apply
Hold tertiary qualifications in Finance, Accounting or an Economics discipline (CA or CFA is preferred)
Be highly-numerate with exceptional financial analysis and modelling skills as well as having a strong understanding of valuation techniques
Possess excellent written and verbal communication skills, with the ability to communicate ideas succinctly; and
Display a willing and hardworking work approach as well as the initiative to help build a quality research product

179

Capital Formation Analyst / Associate Resume Examples & Samples

A bachelor’s degree from a top university with a strong academic record
At least 2 - 4 years of finance experience (preference for investment banking / capital markets / alternative asset management experience)
Opportunistic credit and/or real estate experience a strong plus
An understanding of broad financial markets and indices
Advanced proficiency in PowerPoint and Excel
Excellent verbal and written communication skills and strong interpersonal skills
Ability to effectively manage multiple priorities
Self-motivation with the ability to work independently and as a team player
Strong work ethic and desire to excel in a dynamic work environment

180

Junior Audience Analyst Associate Resume Examples & Samples

1+ years of hands-on experience in related field
Basic knowledge of data analytics tools preferred, including Omniture or Google Analytics, Parse.ly or Chartbeat
Microsoft Office skills (Excel, including Report Builder, charting and analysis of large data sets; PowerPoint; Word, etc.)
Basic conceptual understanding of SQL; experience with SQL a plus
Flexible and able to manage multiple assignments in a dynamic environment
Editorial/journalism background preferred; experience with social analytics

181

Analyst / Associate Resume Examples & Samples

Working within the Custom Equity Derivatives Trading Team across all aspects of the business
Pricing structured products and OTC derivatives, communicating prices internally and externally to clients
Executing new deals, assisting with risk management on the trading book, analyzing risk reports, developing optimal hedging techniques
Working with sales and structuring to ensure seamless service and support to clients
Idea Generation and development of new products and payouts
Supporting all aspects of the trade life cycle: pre-trade analysis, trade entry, cash flow and expiration calculations, liaising with sales, structuring, back office and support staff
Working with quantitative analysists and technology to specify and develop models, parameter management and tools for primary and secondary pricing
Development of processes and tools (including spreadsheets) to help generate risk reports, carry out pnl analysis and other daily tasks
Researching and analyzing data from sources such as Bloomberg, internal databases
Interacting with clients, banks and brokers by phone and over electronic chat applications
Providing support and backup to OTC options desk as needed #LI-JH2

182

EMS / Scada Analyst Associate Resume Examples & Samples

Diagnose and track problems with software patching of TOps computer systems
Aid senior personnel with TOps’ patch management process
Aid senior personnel implementation of cyber-security projects within the TOps computer networks
Diagnose and track cyber-security incidents with the TOps computer networks
Provide support/guidance or assist in providing support to less qualified Analysts on problem resolution
Train lower-level Analysts in specific equipment and software support activities
Maintain reliable operations of the EMS and SCADA systems
Improve and make recommendations to improve the quality and reliability of EMS and SCADA data and related services
Maintain real-time data interfaces
Develop/improve/implement EMS and SCADA tools and software
Keep EMS and SCADA tools up-to-date with current technologies
Define and make recommendation to implement internal EMS and SCADA standards
Define and implement Human Performance Initiative rules and Key Performance Indicators around EMS/SCADA processes
Application development
Operating System support
Computer system administration
Database technologies and support
Strong skills in communication, issue resolution, organization, and facilitation are essential
Solid understanding of the business unit / operating company systems is preferred
Experience with SCADA systems required
Perform troubleshooting and problem resolution in assigned areas of knowledge
Provide after-hours support for the EMS/SCADA systems as needed
Learning current technology utilized by AEP and understanding how it applies to SCADA
Able to understand basic Protection and Control application and the affect it has on overall SCADA
Begins to gain an understanding of what each type of equipment is in the substation with guidance from higher-level team member

183

Analyst / Associate Edisclosure Resume Examples & Samples

Minimum 2 years’ experience in computer forensics technologies and processes / eDisclosure
Proficiency using Nuix’s processing software, Relativity and a full understanding of the necessary workflow required from data collection to review, including evidence handling
Sound technical understanding of the EDRM work flow
Familiarity with forensic collections, including the use with specialist forensic software such as EnCase, r FTK, Raptor, and/or Palladin
Comprehensive working knowledge of Windows and/or IOS software / Linux
Strong written and oral communication skills in addition to well developed organisation skills and
Certifications including RCA (Relativity Certified Administrator) or the Relativity Certified User, Nuix eDiscovery Specialist, EnCE, and ACE are advantageous, however they are not essential

184

Hrsc Contact Analyst Associate Resume Examples & Samples

Under direct supervision, responds to routine employee inquiries and processes transactions related to one of the following Human Resources programs: benefits, leaves of absences, pay practices, retirement, disability and worker's compensation
Handles calls from employees and responds to routine employee inquiries related to one of the following HR programs: benefits, leaves of absences, pay practices, retirement, disability and worker's compensation. Escalates issues to appropriate resources to ensure resolution. Enters and retrieve data, and process basic Human Resources transactions utilizing Windows-based tools. Performs other related duties as assigned by management
Consistently supports compliance with standard Contact Center practices, Attendance Practice, the Principles of Responsibility (Kaiser Permanente's Code of Conduct) by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licenser requirements (if applicable), and Kaiser Permanente's policies and procedures
In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by the Kaiser Permanente Service Quality Credo, the KP Mission as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to each other, to our members, and to purchasers, contracted providers and vendors
Minimum one (1) year of experience in a customer service or call center environment required
Related college level course work preferred
Basic familiarity with PeopleSoft 8.8-9.0 or similar software preferred
Proficiency in Lotus Notes or MS Outlook, Microsoft Word, Excel and PowerPoint preferred
Knowledge of Kaiser Permanente benefits, pay, leaves plans preferred

185

Analyst / Associate, Correspondent Banking Resume Examples & Samples

Meticulous approach
Capacity of organization and autonomy
Positive attitude and stress tolerance

186

Analyst / Associate Resume Examples & Samples

Create and modify complex property models for the origination of mortgage loans, mezzanine loans and preferred equity investments
Liaise with sponsors, brokers and various third parties and market participants to develop thorough understanding of key drivers behind credit quality of assets
Produce comprehensive investment memoranda with supporting quantitative and qualitative analysis for presentation to credit committee
Utilize critical thinking to hold and contribute to thoughtful investment discussions throughout entire underwriting and diligence processes
Reconcile property level operating statements
Analyze and gather market and economic information including rental and sales comparables, vacancy rates and market supply and demand fundamentals
Perform site visits for underlying loan collateral
Review third-party reports received from vendors to determine accuracy of information and soundness of conclusions
Review borrower financials to determine credit worthiness

187

Policy Analyst Associate Resume Examples & Samples

BA/BS degree in a related field
Strong and effective verbal and written communication skills
Proficient research and analytical skills
Experience in MS Office Suite
Knowledge of strategic plan development processes
Kaplan- Norton Balanced Scorecard Strategic Planning, or similar, certification
Ability to work in a dynamic work environment with a diverse client base
Strong interpersonal skills with the ability to work as part of a team
Ability to problem-solve in a time constrained environment
Ability to take initiative and work independently as appropriate
Ability to prioritize tasks through strong organizational skills
Military experience, or experience with contracting or the federal government a plus

188

Analyst / Associate Resume Examples & Samples

Financial modeling and analysis, including acquisition and investment return models
Property Underwriting and due diligence material collection, organization, and review
Real estate market research
Preparation of investment memoranda
Assisting with asset management, including production of monthly reports and investment return analyses in support of strategic recommendations
Working closely with joint venture partners and third party property managers to maximize performance of investments

189

GSO Valuations Analyst / Associate Resume Examples & Samples

2-5 years’ valuation experience at a top tier public accounting firm, third party valuation provider, or investment bank/asset manager
Progress towards a Finance-related professional qualification (i.e. CFA)
A strong work ethic and a positive attitude
Ability to work in a dynamic, fast-paced environment
Ability to prioritize deliverables and meet demanding deadlines

190

Cgm-emd-energy Markets Analyst / Associate Resume Examples & Samples

Interpretation of financial models and development of cash flow modelling
Strong tertiary qualification in Economics, Finance, Accounting, Business, Engineering, Mathematics or a relevant quantitative subject
Relevant work experience in a Commodity Markets linked role (either in sales/trading), or investment banking / M&A advisory / corporate finance / leveraged finance
Demonstrable experience in financial modelling, and transaction due diligence
Fluency in a European language other than English, with Italian and/or German strongly preferred
Strong commercial judgement
Superior project management skills
Strong verbal ability, judgment and administrative skills
High levels of enthusiasm and motivation along with the ability to be proactive

191

Securities Settlements Analyst / Associate Resume Examples & Samples

Bachelor’s degree with a minimum of 1-2 years of experience in financial services, preferably with experience in settlements and payment processing
Analytical skills, problem solving ability, and a strong risk and control mindset
Good communication and relationship building capabilities
Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work under time critical constraints and execute to deadlines in a high pressure environment

192

Test Analyst, Associate Resume Examples & Samples

Evaluates and runs tests on new or modified product configurations
Verifies that output is produced according to customer requirements and conforms to establishment guidelines
Recommends configuration improvements or corrections to Implementation Analysts
Identifies differences between customer requirements and output produced during testing, identifying discrepancies
Schedules and coordinates tests with the production floor at request of Implementation Analysts. May monitor test requests after submission to completion
Completes documentation, creates, packages and mails customer sign-off package
May assist in evaluating the effectiveness software enhancements
May create new procedures or modify existing procedures
Detail oriented, resourceful, creative and possess strong logic and analytical skills
Ability to work in a fast-paced environment and handle multiple projects simultaneously
Passionate about testing, quality, technology, and excellence
1-3 years of machine operation experience on Datacard embossing equipment preferred but not required
Experience in quality control or scheduling environment is preferred

193

IS Epic Analyst Associate Resume Examples & Samples

Required - 2 years of IT experience
Must have computer skills and dexterity required for data entry and retrieval of information
Must be proficient with Windows-style applications, various software packages specific to role and keyboard

194

Threat Analyst, Associate Resume Examples & Samples

Formal IT Security/Network Certification such as Chappell Univ’s WCNA, CompTIA Security +, Cisco CCNA, SANS GIAC Certified Intrusion Analyst (GCIA), SANS GIACContinuous Monitoring (GMON) certification, or related certification/degree
Prior Security OperationsCenter experience
Exhibit initiative, follow-up and follow through withcommitments
Knowledge of Network and Host forensic tools
Minimum 1 year experience monitoring threats via aSIEM console
Monitorincoming event queues for potential security incidents; Identify and act on anomalous network activity
Provide accurate& priority driven analysis on cyber activity/threats
Create, manage, anddispatch incident tickets
Document investigation results, ensuring relevant details are passed to senior analysts andstakeholders
Understand CKC and APT
Establish and maintain excellent working relationships/partnerships with the Cybersecurity and infrastructure support teams throughout theInformation Technology organization, as well as business unit operation centers

195

Analyst / Associate Resume Examples & Samples

Analysis and content creation: global and regional briefings, case studies, global company profiles and other visually compelling, thought-provoking analytical content for Passport
Research: conducting company analysis while engaging clients and prospects to strengthen the annual PAE research programme
Communications/PR: attending conferences, seminars, making contributions to trade press, carrying out interviews with industry experts etc
Commercial support: supporting sales, account management and consulting teams to maximise renewal rates and expand the PAE client base via on-site presentations/webinars etc
Proven research track record with demonstrable skills in desk research, trade interviewing and data analysis/interpretation
Excellent oral and written communication skills - writing compelling strategic analysis is a key part of workload
Intellectual curiosity and the drive to become a recognised industry voice
Highly organised and responsible individual who is a team player that cares about their contribution
Sophisticated knowledge of relevant software, including MS Word, Powerpoint and Excel
A background in a PAE industry or relevant research experience is a requirement to join as an Analyst
Experience of using or producing research with a clear understanding of client needs
Experience of manipulating and interpreting data
Experience of writing strategic analysis

196

Analyst / Associate, Infrastructure Resume Examples & Samples

Work closely with the senior management team to originate and execute transactions
Conduct industry and market research and prepare and present material for client meetings
Review and analyse commercial and technical factors associated with development projects
Plan, structure and execute transactions
Lead financial analysis including building and reviewing financial models
Have 2-6 years of relevant work experience at a leading industrial player in the infrastructure or utilities space, Tier 1 contractor, multinational investment bank or Big 4 consulting firms
Previous experience in a technical or commercial role is preferred and a strong interest in the infrastructure and utilities sector is required
Bachelor's degree in engineering or commerce or related field alongside relevant experience
Strong financial modelling skills
Have excellent communication skills and the ability to liaise at all levels
Possess strong leadership, deal execution and client management skills and experience
Possess strong quantitative and analytical skills

197

Risk Analyst Associate Resume Examples & Samples

Handle the operational flow of high valued home inspections from start to finish, ensuring all inspection requests are handled on-time from the inception date to the final risk assessment
Receive new inspection requests and assign to an in-house Risk Management Specialist or a vendor
Work closely with Risk Management Services in order to schedule home inspections and prepare target trips for in-house Risk Management Specialists
Monitor outstanding files with vendors
Work closely with Underwriting team to provide inspection status information and ensure residences under construction are re-visited as required
Process completed reports and perform risk analysis under certain underwriting conditions
Prepare inspection status reports under request

198

Business System Analyst Associate Resume Examples & Samples

Support and partner with business users to understand and define their business processes and align technology solutions to those processes
Research and understand industry trends and convey industry best practices to drive the implementation of business systems
Work closely with other IT business analysts and domain experts (such as Security, Infrastructure, Middleware, etc.) to ensure the optimization of the entire enterprise solution
Participate in quality assurance, and the day-to-day activities to ensure that information systems function reliably
Contribute to all phases of system delivery including: requirements, design, development, training, data conversion, testing and maintenance to achieve the successful development and implementation of the customer’s business need
Work with the team to investigate, diagnose, and resolve system incidents
Assist in service requests with external vendors and performs system maintenance
Assist in the identification of solutions consistent with Company strategy to leverage SaaS, Hosted, and Managed solutions
Participates in determining how IT services will be delivered to meet business requirements
Enforce all Sarbanes Oxley audit requirements
Duties, responsibilities and activities may be assigned or changed from time to time
Bachelor’s degree, or equivalent experience, preferably in Computer Science, Engineering or a related discipline
At least one year experience as a Business Systems Analyst supporting packaged software solutions. ERP applications a plus
Experience with Fusion Cloud applications preferred. Familiarity with SQL & PL/SQL a plus
Exposure and understanding of requirements of Sarbanes Oxley as it applies to IT audit processes
Must have strong analytical and problem solving skills
Excellent verbal and written communication skills required in order to work with internal and external customers and vendors
Ability to manage multiple priorities as well as flexibility to adapt to change with new systems and methods while working in a team environment

199

Analyst / Associate Resume Examples & Samples

Collaborating with equity research teams to develop and apply data driven solutions for traditional and non-traditional investment queries
Utilizing big data technologies to efficiently process, model and visualize structured and unstructured data
Using statistical techniques to design and build predictive models and obtain investment insight
Communicating analytical findings to equity research teams and internal clients
Experience in applying advanced data mining and machine learning techniques to extract timely, meaningful and impactful insights
Proficiency in analysis, programming languages, statistical modeling and data mining tools (such as, Altreyx, Trifacta, SAS, R, Python, DataRobot or other machine learning/analytical tools)
Bachelor’s Degree or higher with a quantitative or computational focus: Economics, Computer Science, Statistics, Math, Physics, Engineering or similar
Great communication skills, team player, self-starter, solid work ethic

200

Price Cost Analyst Associate Resume Examples & Samples

Basic understanding of Supply Chain Management
Basic understanding of government contracts and Federal Acquisition Regulation (FAR) requirements, specifically Section 15 - Contracting by Negotiation
Ability to operate in a fast pace environment
Strong interpersonal skills and ability to communicate departmental and program messages effectively to both LM personnel, as well as the customer

201

M&A Analyst / Associate Resume Examples & Samples

Summarizing analysis into structured presentations and communicating findings in internal meetings
Contributing to and coordinating due diligence processes
Contributing to and coordinating the establishment of Deal related documentation, such as due diligence lists, bid letters, process letters, Information Memorandums, etc
Interfacing with Roche external advisers participating in the Deal process and the counterparty / its advisers, and supporting negotiations

202

Analyst / Associate Resume Examples & Samples

Provide analytical support for strategic initiatives and domain governance control discipline within Global Markets Data Management Team
Execute manual and automated data quality and consistency checks against sourced and, transformed data used to create regulatory reporting (FRY-14 schedules and, Liquidity Risk Management)
Participate in root-cause analysis and help drive data quality issue remediation
Prepare documentation for the tracking, monitoring, and escalation of risk related issues to management
Support independent testing, audits and regulatory exams
Must be highly motivated, proactive, intellectually curious, detail oriented, self starting and extremely well organized
Must have a Bachelors Degree or related technical degree
Must be strong in MS Excel and Power Point
General knowledge about financial markets
Working knowledge of Tableau

203

IT Business Services Analyst Associate Resume Examples & Samples

Performs a set of tasks and techniques used to work as a partner among stakeholders to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to meet its goals. Perform enterprise analysis prior to pursuing business specific solutions. Creates visual models, elicits, & documents requirements
Provides second level application services support to internal business users. Performs in depth research and identify sources of production issues. Investigates and documents root cause analysis of issues. Focused on the delivery of the service’s business outcomes and Key Performance Indicators, when determining work priorities
Work closely with business and technology partners in identifying process improvement opportunities. Build and foster relationships across multiple organizations
Provides impact analysis of process and technical change requests to existing service. Analyzes impact of Information Technology environment changes and upgrades on the application services and coordinates testing and change management. Analyzes trends in application support tickets and executes problem management practices to eliminate recurring incidents. Assists in the development and execution of test plans, and documents results as necessary. Documents solutions in the Information Technology Service Management system to increase first level ticket resolution. Maintains system documentation
0 to 6 months Business analysis and software support. Advanced PC skills including Microsoft Word, Excel, Outlook or similar word processing, spreadsheet, and email applications. Excellent problem solving, planning, and interpersonal skills. Excellent communication, including written, verbal and presentation skills. (Required)
0 to 6 months Financial services sector with a basic understanding of bank technology, knowledge of primary banking applications, and general banking experience. Performing business process analysis, collecting, writing business, and functional requirements in support of technology investments. (Preferred)

204

Quality Analyst, Associate Resume Examples & Samples

Acquire current industry knowledge and trends, attends education events and acquires applicable certifications
Assist JCAHO teams to verify IT compliance to the JCAHO checklist
Assist in the development of project software quality plans
Assist security teams in the verification of project compliance to security plan and security standards
Assist teams in the documentation of operation concepts according to the customer's perspective the operation's concept includes documentation of the current work flow, justification for change and the proposal for the new system, including use cases and high level requirements
Assist/consult with programmers in their development of unit test and integration test development
Audit designated software work products for both packaged system solutions and custom development applications to verify compliance to department standards
Coordinate training for the organization's software processes
Develop and execute application load tests for both packaged solutions and internally developed applications
Develop and execute automated regression tests for both packaged solutions and internally developed applications
Document organizational processes and maintains the organization's process database
Document system test plans, test cases, test procedures and test summary reports for both packaged solutions and internally developed applications
Establish and maintain defect tracking system and tracks reported defects to closure for both packaged solutions and internally developed applications
Execute project build instructions to verify that a non-project member can build the release solely from the instructions
Monitor, evaluate and where appropriate transfer processes, methods and tools to other parts of the organization
Participate in project reviews
Perform application system tests to verify that applications comply with requirements
Provide support as required by ISD's Disaster Recovery Plan
Research both UPMC IT standards and external standards, such as HIPAA, to verify compliance of both internally developed solutions and purchased package solutions
Review and test disaster recovery plans both for packaged system solutions and custom development applications
Review software engineering activities to verify compliance to department standards for both packaged system solutions and custom development applications
Verify product traceability at each project milestone, verifying that each stage is traceable to the Requirements and the RFP

205

Analyst / Associate Resume Examples & Samples

Assist in other data collection and ad hoc projects as needed
Is responsible for proactively fostering ideas to improve the Corporate Transaction Management team, and how it can most effectively achieve its missions and add value to the Corporate Platform
Engage with relevant team leaders and stakeholders and contribute to the implementation of these ideas as needed
Minimum of 2 years in the financial services experience
Advance level in Microsoft Word, Excel and Powerpoint
Strong organizational skills with ability to multitask and meet tight deadlines
Work collaboratively within the team and a team player
Flexibility in changing work environment
Undergraduate degree in Finance/Accounting preferred
Not Applicable

206

Analyst / Associate, DCM Syndicate Asia Resume Examples & Samples

Primarily responsible for the Asia ex-Japan public syndicate and EMTN business. This includes assisting in the execution of public transactions and, generating trade ideas and reverse enquiries of all EMTN transactions
To increase the deal flows, particularly into the institutional investor base
Provide pricing, relative value analysis and recommendations to both issuers and investors
Oversee the preparation of presentations for client pitches
A high level of direct client interaction at senior level
To ensure compliance procedures are complied with and if there should be a breach to notify compliance immediately
Keep up to date with all relevant local market developments
Career progression will likely be within Syndication (SYN) globally
Proven analytical, computer and interpersonal skills
Very strong writing, communication and presentation skills are required
Ability to present topics with clients in a clear well understood manner
Strong knowledge of financial analysis including pricing dynamics and relative value analysis, hedging strategies etc
Master or Bachelors in finance, engineering or business studies
Minimum of 1-2 years of experience on a DCM Syndicate or EMTN desk in Asia
Fluent in English, Mandarin speakers preferred

207

Credit & Collections Analyst / Associate Resume Examples & Samples

Support multiple accounts (~2,000 assigned accounts – not logos) all within the SMB and General Business tier focusing on maintaining customer relationship
Monitor and maintain assigned accounts and reduce delinquency
Provide customers with balance information, including detailed balance statements
Research and reconcile customer accounts as necessary including correcting billing errors, reconciling misapplied cash, performing account adjustments, requesting credit memos and requesting small balance write off recommendations
Review aging of assigned accounts and prioritize contact in the work queue daily for optimum collections from delinquent accounts and reduction in AR via calls and email
Serve as tier II back-up on credit process and provide sound decision making on all credit applications
Confer with customers via telephone or correspond in email in order to obtain payment on past due accounts in accordance with collections policy
Provide detailed documentation within the collection system to explain the action taken or the promise made. Track and report productivity
Respond to inquiries in a timely and effective manner and treat customers fairly and consistently
Identify impediments to payment, take steps to resolve issue as well as prevent the issue from recurring. Escalate as appropriate to manager
Communicate with internal departments such as Billing and Service Delivery by phone and email to investigate complaints, verify accuracy of charges, or to correct errors on accounts
Be actively involved in continuous improvement by identifying opportunities or working on project teams to improve collections practices within the SMB and General Business group
College degree in Accounting/Finance or related 2-5 years related work experience
Strong negotiating and reconciling skills along with strong attention to detail
Ability to communicate professionally and effectively with customers and levels of management
Ability to define problems, identify solutions and follow through to completion
Effective time management skills and ability to multi-task and adapt to changing environment
Proficient in the use of Computers and ability to learn new applications and Software
Strong MSOffice skills, with a focus on excel
Experience in collections and additional specialized or technical training

208

Middle Market Private Debt Analyst, Associate Resume Examples & Samples

Conduct independent fundamental credit analysis, due diligence and approval of new investments
Calibrate financing needs and structures for prospective borrowers
Financial modelling of investment opportunities
Interact with management teams, industry sources, and other investment professionals
Seek solution to deal structures and issues within the boundaries of fund parameters in co-ordination with the originator and external participants
Full involvement in the investment evaluation process including attendance at management presentations, review of due diligence reports, and preparation of internal investment proposals in conjunction with originators
Presents Portfolio Manager and Investment Committee with a clear and consistent approach to mitigate credit, legal, industry and other relevant risks
Champion selected investment opportunities (in coordination with Origination) through the investment process until completion
Provides input on terms and conditions for transactions and works with legal to ensure appropriate documentation
Ongoing monitoring of portfolio assets including incl waivers & amendments, contributing to the quarterly fund valuation process and reporting to investors
Adhere to investment process and operational standards
Excellent credit skills demonstrated through prior relevant experience underwriting, structuring and executing direct lending/private debt and/or leveraged finance transactions
Ability to direct the structuring of a transaction and working with originators to complete investment opportunities
Strong financial modelling and legal documentation skills
Motivated team player and flexible in approach with ability to work independently
Flexible, responsive with keen attention to detail
Open-minded thought process and intellectual honesty with an ability to dynamically adapt to coverage of different products
Excellent written and verbal communication skills – presents ideas in a clear, concise and constructive manner
Excellent academic background
Must be fluent in English and French
Other European language skills (eg German, Dutch)

209

Configuration Analyst, Associate Resume Examples & Samples

Completes Executive Summary management documentation as required 8. Completes adjustments or other inquiries generated from the data reporting and analysis area 9. Effectively prioritize and complete all assigned tasks 10. Assists other departments during periods of backlogs 11. Participates in training programs when available/as requested 12. Maintains employee/insured confidentiality 13. Performs in accordance with system-wide competencies/behaviors 14. Performs other duties as assigned
Administer, configure, test, audit, and implement new processes on transactional claims systems
Assists other departments during periods of backlogs
Identify areas of concern that may compromise client satisfaction through data analysis, and propose solutions based on findings, expertise, and research
Interface with customers by telephone, correspondence, and or in person to answer inquiries and resolve concerns/issues
Maintains employee/insured confidentiality
Manages, updates, and maintains source data dictionaries as they relate to processes
Model business requirements for new systems and enhancements to existing systems; validate and test fixes/enhancements to new and existing systems
Openly participate in team meetings, provide ideas and suggestions to ensure client satisfaction, and promote teamwork
Participates in training programs when available/as requested wide competencies/behaviors
Performs in accordance with system-wide competencies/behaviors
Bachelors Degree or equivalent work experience
Minimum two years general business experience
Experience in health care insurance or health care industry preferred, but those with relevant experience in other industries will be considered
Knowledge of Commercial, Medicaid, Medicare and Individual products
Competence in MS Office required, including MSExcel, MSAccess, MSWord Excellent planning communication, documentation, analytical and problem solving abilities
Ability to work in a fast-paced environment Must possess strong interpersonal, organizational, and project management skills, with the ability to work on multiple tasks simultaneously

210

Epic Analyst Associate Resume Examples & Samples

Research, develop, and configure low-mid complexity maintenance and "break fix" solutions in Epic
Create documentation of build
Reviews, builds, tests, debugs, documents progress of Epic issues in partnership with the TS utilizing the SLG process. and release notes
Coordinate all testing phases of associated applications during routine production change control request
0-3 years working in healthcare setting
An approved equivalent combination of education and experience
Ability to work independently and as a team member across multiple teams
Ability to develop, document and ensure adherence to technical standards
Ability to independently research and perform analysis to resolve issues
Ability to understand customer requirements and their impact on technical directions of a solution
Must be self-motivated, detail-oriented and able to manage one’s own work independently in a fast-paced environment with changing priorities
Registered Nurse
1 or more years of clinical Epic experience

211

Analyst / Associate Resume Examples & Samples

Microsoft Office (Excel, PowerPoint), C++, Microsoft VBA, Access, Intex
The candidate should have high technical skills and an interest in learning and working in ABS
Minimum of 2-5 years experience in financial services experience or related industry

212

Analyst / Associate Resume Examples & Samples

Direct contribution to the Bank’s operational permanent control framework
All other responsibilities assigned by Management and Coverage
Minimum 2 years’ relevant experience
Proficient in Macro Excel and Powerpoint

213

Senior Analyst / Associate Resume Examples & Samples

Assist in the investment oversight and performance of BCE’s Opportunity Funds as well as the value add multi-family assets within them
Aid in the execution of BCE’s business plans by overseeing third party asset management and construction management teams
Perform financial analysis to support investment-level decisions for refinance and exit strategies for individual assets and three GP funds
Underwrite recapitalizations and investment opportunities, as needed, including waterfalling investment returns
Model investment scenarios and prepare historical return analyses of fund performance
Assist in transaction oversight of refinances and dispositions
Create and prepare investor valuations, summaries and presentations
Prepare, edit and review quarterly investor reports for BCE’s Opportunity Funds and Syndications and participate in the research, design and creation of new reports
Review cash flow statements, preferred interest calculations and distribution recommendations
Work closely with the investor relations team to provide proactive communication on investment results, including case studies, memos and newsletters
Interact and facilitate teamwork to ensure investment activity is seamlessly communicated and transitioned from the transaction team to accounting and investor relations
The ideal candidate will have 2 - 5 years of prior business experience at a real estate investment firm
Excel, PowerPoint, and Word experience a must along with strong quantitative and analytical skills
Ability to create financial models that include complex financial and waterfall analysis
Strong written and verbal communication skills and ability to think creatively
Attention to detail and a desire to produce the highest quality work product
Superior organizational skills and the ability to manage multiple complex and diversified work-streams in a fast-paced environment
A flexible team player who takes initiative and is dedicated, hard-working, and has an ability to work in a collaborative environment
Advanced degree in real estate, finance, MRED or MBA preferred

214

Operation Analyst Associate Resume Examples & Samples

Two or more years of related experience; or an equivalent combination of education and work experience
Ability to analyze and negotiate credit card merchant statements
Must possess strong analytical skills. Must have keen problem solving skills with the ability to examine facts and information given, ask the right questions, perform research, and be able to effectively communicate and document results
Ensure all assigned processes are performing as expected. Investigate issues or errors associated with assigned processes. Perform root cause analysis and ensure preventative actions are implemented to make sure issues don't continue
Report issues, complaints and errors in accordance with policy
Establish procedures to complete testing, on-going oversight and validation of assigned processes. Report results monthly using the oversight summary report
Assist with the validation of change requests on assigned processes. Review and follow up on exception reports as assigned for possible process issues
Mon-Friday 9am-5pm

215

PWM, Cross Markets Team Analyst / Associate Resume Examples & Samples

Minimum 1-3 years of capital markets experience
Keen interest in the financial markets and solid commercial instincts
Good judgment and risk management
Creative and strategic thinker with scope to learn the derivatives business in one or more asset classes
Strong combination of analytical, organizational and interpersonal skills
Strong client facing and presentation skills
Series 7 and 63 required (must be obtained within three months of employment)

216

Senior Analyst / Associate Resume Examples & Samples

Very strong analytical, conceptual and creative thinking, with ability to develop business insights and hypotheses
Strong quantitative skills, particularly designing complex models
Ability to build consultative relationships with senior management, becoming a trusted partner for thinking strategically about the business
Ability to develop clear, concise and pragmatic findings and recommendations, and prepare and deliver well-designed presentations
Exceptional interpersonal leadership and influencing skills, and ability to achieve goals without direct control over resources
Exceptional communication and presentation skills; prior experience presenting to and working closely with senior management
2-4 years of experience in a corporate development group, and/or strategy or management consulting firm
Demonstrated high level of performance evidenced through annual reviews, bonuses, and recommendations
Experience in asset management (institutional and retail) preferred

217

Analyst / Associate, Segment Manager Resume Examples & Samples

Drive engagement programs for the Treasures segment through a combination of product cross-sell initiatives, events, and loyalty programs
Assist in initiatives to strengthen Treasures proposition for both offshore & onshore segment to ensure proposition remains relevant & competitive in industry
Work with eco-system partners to drive value-adding propositions for Treasures clients
Ensure effective and efficient working relationship with the various different stakeholders (product, business analytics, sales distribution, and customer experience etc.) when developing and driving programs
Develop digital initiatives as part of the push towards digitalization for this segment – this includes researching in the market for new initiatives, sourcing for vendors, evaluating ideas and pushing through the initiative end-to-end

218

Performance Analyst, Associate Resume Examples & Samples

Perform daily and monthly calculation, reconciliation, control and outlier reporting of performance for assigned client’s portfolios, and benchmarks
Prepare and analyse monthly and quarterly performance and attribution reporting
Update security and portfolio level class schemes and properties
Create and update composite benchmarks
Verify and maintain security and portfolio static and dynamic data
Address ad hoc queries from the client such as providing explanations of performance fluctuations and anomalies
Documentation of processes and identify inefficiencies in the production processes and make recommendations on how to improve them
Work in partnership with technology product teams to resolve issues and improve overall processes
Maintain logs for internal and external issues
Good understanding on methodologies of calculating performance returns
Strong knowledge of a range of asset classes, such as equity, fixed income and derivatives
Completed or progressing towards professional level qualifications, preferably either CFA or CIPM
Proven ability to meet strict periodic deliverables
Ability to multi-task effectively and ability to remain highly organized in a deadline driven environment
Strong analytical skills and ability to effectively explain attribution results
Proficiency with Microsoft Office suite, with advanced working knowledge of Excel
Ability to forge relationships with clients, internal departments and other stakeholders
Develop and demonstrate ability to work under pressure
Client focused orientation
Team Player and flexibility
Taking Initiative
Able to work unassisted

219

Analyst / Associate Resume Examples & Samples

Work directly with investment professionals in the global technology sector (hardware, Internet, semiconductors, services, software, etc.), supporting the evaluation of potential company investments
Participate in meetings with the management of public corporations, industry experts and analyst calls
Prepare analytical investment reviews and recommendations in collaboration with the team, including industry overviews, written investment rationales and due diligence reviews
Develop company financial models and perform valuation analysis, including DCF and comparable company analyses; apply statistical analysis to support investment decisions
Research, analyze and report on macro level Technology industry trends
Explore investment opportunities in geographic markets including the Americas, Europe and/or Asia

220

Electronic Equities Derivatives Analyst Associate Resume Examples & Samples

Ability to troubleshoot, diagnose issues and solve problems creatively and proactively
Working knowledge of Linux
Proficient writing SQL queries
Ability to prioritize, act, and perform successfully in a fast moving and high pressure environment
Ability to provide professional customer service
Willingness to learn new things (technical and business)
Knowledge of software development processes
PERL scripting experience
Financial industry experience
Series 57 Registered (or willingness to take as necessary)

221

Analyst / Associate Resume Examples & Samples

Designing and implementing automated systems that support the Volatility trading business and facilitate smooth portfolio management
Daily reporting of portfolio P&L, risks and operations
Supporting the GCM Volatility business team with ad-hoc business needs
Participating in the development and maintenance of a departmental code library
Maintaining GCM Volatility’s historical market data sets
Maintaining a thorough knowledge of current financial theory and market technologies
Designing robust infrastructure to support the following businesses
An undergraduate degree in a quantitative/programming focused discipline such as mathematics, computer science, engineering or physics
Experience with developing in one of the following languages or its equivalents (Python, C++, and Java)
A minimum of one year of experience in a commercial environment developing software applications (this could include internships)
Familiarity with object-oriented programming, data structures, design patterns and relational database design
Comfort communicating algorithm design choices with peers and voicing design ideas
Excellent interpersonal skills and able to work in a team, collaborating with peers to develop and improve trading infrastructure
Ability to prioritize work and manage multiple responsibilities simultaneously
Experience with developing in the following languages SQL, VBA, HTML, CSS & JS
Experience processing large data sets efficiently
Familiarity with financial mathematics, derivative pricing and common risk calculations (delta, gamma, vega, theta, DV01, CS01)

222

Analyst / Associate Resume Examples & Samples

Determine key drivers of IM requirements as well as understand counterparty IM calculations
Interface with counterparties, Crowdsourcing Utility, and Collateral Hub
Conduct ongoing SIMM model back-testing and benchmarking functions for on-going model validation
Perform independent testing to identify/quantify model risk associated with the model being validated
Design and implement new minimum risk management practice standards imposed by the non-cleared derivatives margining rules and associated policy changes
Minimum of 2+ years of experience
Excellent analytical skills with a desire to learn and improvise
Well organized, detail-oriented with strong communication skills (both written and verbal)
Excellent knowledge of derivative products with approximately 2+ years experience with expertise in at least one asset class (FX, credit, rates, or equity)
Excellent knowledge of counterparty risk measurement techniques and metrics for derivatives and financing transactions
Comfort interacting with trading, structuring, sales, middle office and technology

223

Senior Analyst / Associate Resume Examples & Samples

Serving as a key member of the deal team in the underwriting process
Developing initial screening materials and analyses, followed by extensive due diligence, and preparation of materials and financial models for formal credit approval
Managing portfolio investments to monitor performance and events
Writing quarterly credit reviews
Creating presentations for both internal and external use
Bachelor’s degree and at least 2 years of relevant financial transaction experience
Strong financial statement analysis and financial modeling abilities
Excellent writing and communication skills
Self-motivated individual capable of working in a timely fashion with limited oversight

224

Provisioning Analyst Associate / Mil-std Resume Examples & Samples

Maintenance or computer databases (Trade School Hands-On experience qualifies)
Basic understanding of computer databases
Good communication and problem solving skills
Ability to research technical information
Ability to provide program status to upper management
Ability to understand data elements and input data into a computer database

225

Development Analyst / Associate Resume Examples & Samples

2+ years relevant experience preferred, including: real estate acquisitions, asset management, construction management/budgeting, operations, or finance
Real estate cash flow modeling experience with a primary emphasis on development projects
Strong quantitative and technical/computer skills (including proficiency in Microsoft Excel and ARGUS)
Bachelor’s degree in real estate, finance, business or related area and/or an MBA in real estate or finance
A true self-starter capable of accomplishing complicated tasks with limited supervision
Authorization to work in the United States

226

Portfolio Services Group Analyst / Associate Resume Examples & Samples

Excellent spoken and written English, Chinese (Mandarin) a significant advantage
Some understanding of asset management investment-related functions, investment compliance and/or knowledge of related operational (middle & back office) support functions an advantage, but a keen desire to learn and contribute in a “team of teams” environment is most important
A client centric mindset with a desire and willingness to be hands on – an attitude that “no job is too small” is key
Results-oriented, proactive with a “can do” attitude
Flexibility and willingness to take on new tasks is essential in what is an environment of rapid change
Excellent analytical and numerical skills, strong focus on detail & accuracy
Advanced knowledge of Excel including the ability to write macros, develop pivot tables and reports is a distinct advantage
Ability to build effective working relationships across key functions and departments both within & outside the investment teams
Ability to work effectively under pressure and multitask
2-3 years’ working experience preferably in the financial sector
Commitment to achieving the CFA designation if investment background is limited

227

Product Analyst, Associate Resume Examples & Samples

Additionally, this position may be required to maintain a stand by status as part of a rotation within the team. This requires 24 hours per day, 7 days per week availability during the stand by period. The frequency varies based upon the number of colleagues in the rotation
Assist in writing requirements, user stories, and the development of wireframes and User Experience artifacts
Assist with the design and documentation of system functional requirements in formats to facilitate the development of deliverables such as Request for Proposals and/or Information, custom development efforts, project based planning documents such as scope documents and client services communication
Assure quality of information through business case and application level testing; validate test results to initial business needs
Design and document system level, IS operations level, and end user level procedures to support business applications
Evaluate and document client needs/business processes both operational and financial, including current process analysis and proposed revisions to optimize business processes
Perform user acceptance testing and QA of completed projects
Project Management - Plans and manages own work effort. Documents and communicates issues associated with own work. Apprises project manager of status, schedule variances, and outstanding issues. Balances quality of work with deadlines and budget. Suggests ways to better accomplish assigned tasks
Provide ongoing troubleshooting, support, and maintenance of production applications; including 24/7 on call coverage
Provide service to ISD client community, patients, families and visitors, while protecting the integrity and confidentiality of all data and information through physical and electronic measures
Research challenging problems and propose solutions. This involves fetching/analyzing data along with interviewing users to improve software applications and business processes
Systems Integration - Understands and uses data structures, data extraction techniques, and job submission procedures and has the ability to apply them in the development of solutions to systems through the writing of basic system specifications
Work with ISD staff, clients and/or vendor staff to deploy production applications
Work with ISD staff, clients and/or vendors to evaluate, develop, and implement solutions including both packaged system solutions and custom development applications options
Work with technical services and the integration team to design, test and deploy appropriate hardware solutions, connectivity requirements and interface solutions
Write user stories and assist in the project management of development activities, while being an active participant in the software development process

228

IS Epic Analyst Associate Resume Examples & Samples

Effective verbal and written communication skills and the ability to present information clearly and professionally
Ability to work under stressful situation with frequent interruptions and changes in priorities
Ability to work variable hours, including nights, evenings, holidays, weekends, etc

229

Analyst / Associate Resume Examples & Samples

Assisting in execution of on-going deals within the group, e.g. M&A transactions, strategic advisory etc. with a particular focus on the Benelux franchise
Supporting senior bankers delivering strategic advice to clients
Preferably a Benelux background (Dutch/Belgium native and / or speaking Dutch)
Experience of working within Investment Banking, Transaction Services/ Corporate Finance Group of Big 4 Accountancy Firm or boutique advisory firm with a focus on Financial Institutions
Detail orientated and accurate
Mastery of complex modeling
Ability to identify key issues, draw conclusions and raise questions about results
Takes ownership and drives processes forward
Prioritises and coordinates projects effectively
Embraces and balances new / differing ways of thinking / working
Keeps senior team members updated, manages expectations / able to use constructive feedback to resolve conflict
Builds collaborative and productive working relationships / willingly works with others to share information
Develops and trains junior team members
Judgment: knows when/how to escalate and compromise / responds positively to changing needs and circumstances/is able to change direction quickly
Seeks to develop/ learns from experience / proactively participates in own and others' career progression

230

Ccar Analyst / Associate Resume Examples & Samples

Liaising with Corporate Treasury and Finance on capital planning and stress testing
Producing documentation and presentations to effectively communicate key information to senior management and regulators
Enhancing processes to support governance and controls, including attestation, challenge and senior management review
Self motivator and team player who brings a “can-do” approach

231

Securities Analyst Associate Resume Examples & Samples

Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business
Knowledge of and ability to use quantitative tools and techniques to measure and analyze risks
Knowledge of and the ability to use numerical methods to compile information about a given situation or condition
Knowledge of and the ability to locate, interpret and evaluate research findings compiled and documented by others and use this material to support empirical research

232

Credit Policy Analyst, Associate Resume Examples & Samples

Provide support in the execution of projects related to credit policy, governance, and regulatory guidance
Assist in the development and maintenance of credit policies and procedures including: Active involvement in cross-functional working groups focused on credit risk management policy initiatives
Understanding key credit-related processes and clearly and concisely articulating such processes in policy documents
Assisting in the implementation of policies and procedures, including creation of presentations and training materials
Assisting in the development and preparation of committee materials and presentations. Assist in the management of Credit regulatory exams and audits
This position interacts at multiple levels across the company, including senior levels
Strong interpersonal skills are key to the role
Keen analytical skills and a high level of written and verbal communication will be essential to your success
Strong record of success with 5+ years of experience and Bachelors’ or higher/equivalent degree in risk, finance or related field
Industry experience is required in one or more of these areas: wholesale or retail credit risk management
Market risk or operational risk management, liquidity risk, treasury, capital markets, is preferred
Knowledge of credit and financial products and financial markets is required
Proven ability to absorb and understand complex regulatory documentation
Proven problem-solving, planning and organizing abilities
Expertise with full MS Office Suite including Word, Excel, PowerPoint, and Access, as well as Visio, Adobe, SharePoint, and similar applications
Team player with strong interpersonal and listening skills
Ability to work effectively with employees at all levels and broadly across a large complex institution

233

Bioinformatics Analyst Associate Resume Examples & Samples

Experience with MATLAB programming language, SAS, R and other programming languages
Advanced knowledge of statistics
Familiarity with Linux OS
Strong communication skills for interfacing with scientific collaborators and peer Analysts
Experience with Imaging analysis
Performs analysis of customer data and reporting needs, make appropriate decisions and provides data. Data may include, but are not limited to; online applications, electronic forms, moderate to complex reports
Serves as a liaison for data users or customers. This may include education, negotiation and problem solving tasks to deliver desirable outcome
Maintains optimal operation of departmental reports in partnership with information technology or external software vendor, as appropriate. This may include implementation, maintenance, testing and/or functional design
May represent assigned area on project teams with regional or company scope on system implementations, policy and practice changes and process redesign.. May prepare and distribute worksheets and reports, as well as maintain a database
Keeps current on industry, standards, and regulatory/compliance issues within assigned areas. Provides education and consultation on these issues to customers
Write queries using SQL, analyze, validate data and develop/publish reports

234

Configuration Analyst Associate Resume Examples & Samples

Performing system configuration analysis, design, coding, unit testing for simple to medium complex customer specific solutions
Following established processes, standards and procedures designed to minimize service level agreement violations
Analyzing less complex customers’ business requirements and software/product objectives; performing design, configuration and unit tests
Supporting and maintaining application designs to meet the customer needs
Estimating time frames, quality and quantity of resources required to successfully complete activities; developing project plan that incorporates all project variables
Bachelor’s degree in Health Care Management, Computer Science, or a related discipline. An equivalent combination of education and work experience may be taken into consideration in lieu of a degree
1-3+ years of experience in a configuration analyst role, configuring health plan or provider software/systems
Experience with FACETS and/or NetworX
Proficiency in Microsoft Office applications including Word, Excel, Access, Outlook, Project, PowerPoint and Visio
Experience with query building using SQL, MS Access, and/or other technical analysis tools
Testing experience
Experience working with benefits, claims, and Payer & Provider Agreements
Strong technical and mathematical aptitudes

235

Analyst / Associate Resume Examples & Samples

Daily monitor of exception queue and ensure all payments are actioned before the currency cutoff
Prioritize and proactively manage own workflow to ensure departmental service standards are achieved
Assist leadership team as needed
Up to 4 years of Corporate Intelligence, due diligence, and/or Operations experience in the financial or professional services industries preferred
Bachelor’s degree from an accredited college / university
Flexibility, self-confidence and ability to work in a dynamic environment
Good organizational skills; ability to multi-task efficiently
Good at taking initiative with ability to drive projects forward to completion
Demonstrates accountability for actions and errors
Flexible working in Shift (Asia or EMEA)
CAMS certified
Working knowledge of Payments flow

236

Analyst / Associate Structurer Resume Examples & Samples

Bachelors Degree required, concentration in Computer Science, Math, Engineering, or Computational Finance preferred
Previous financial modeling experience strongly preferred
Strong verbal and written communication, presentation skills

237

Eo-international Affairs Analyst / Associate Resume Examples & Samples

Providing an international engagement strategy for senior officers and key policy groups that align and support the Bank’s strategic international outreach goals and the Fed’s broader macroeconomic, microprudential, and macro prudential objectives
Enhancing the Bank’s international relationships by developing new and maintaining existing relationships with strategically important institutions
Providing contact management and coordination services to proactively connect Bank staff with international counterparts
Coordinating across Groups to ensure that insights from international engagements are effectively disseminated within the Bank
Evaluate visit requests from foreign central banks, governments, private institutions and other international organizations and develop appropriate meeting programs structured in the context of their relevance to the Bank’s strategic and business priorities to maximize value to the Bank
Contribute to the development of coordinated international engagement strategies for senior Bank officers that align with the Bank’s outreach objectives
Develop trip itineraries for traveling senior Bank officers, connecting them with their counterparts and other strategic official and private sector contacts
Coordinate international visits to the Bank and trips abroad, driving overall planning and collaboration within IAS and with Bank stakeholders, scheduling appointments and managing logistics
Facilitate greater Bank-wide exchange of information about international activities, including participating in Bank-wide country team meetings, contributing to country engagement briefings and organizing activities to ensure trip insights are disseminated appropriately
Develop new and maintain existing relationships with key public and private sector contacts in portfolio countries and the NY representatives of foreign central banks and official institutions
Answer international inquiries about the Federal Reserve, including structure, functions, procedures, regulations, and operations; Consult Bank subject matter experts as appropriate
Utilize IAS customer relationship management system to record, manage and analyze the Bank’s international engagements, prioritize outreach and enhance relationships with strategically important institutions
Prepare complex tables and charts in support of IAS analysis, reporting and presentations, including the Bank’s international footprint, and visitor presentations on the Federal Reserve System

238

Incentive Comp Analyst, Associate Resume Examples & Samples

Develop and conduct routine analysis and validations to ensure accuracy of the incentive calculation and payments
Apply specific knowledge of incentive, business and technology capabilities to provide solutions that drive business initiatives and solve incentive objectives
Provide analysis and interpretation of results. Identify trends and developments in competitive environments and presents findings and recommendations of incentive plan change to senior management
Resolve defects and provide incentive impact analysis
Conduct acceptance and regression testing
Create standard incentive management reports, report help files and user manuals
Identify areas for operational improvements
Create ad hoc data analysis and reporting for management
Demonstrates knowledge of current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risks

239

Analyst / Associate, Transfer Agent Resume Examples & Samples

Fund industry Expertise (An expertise as Transfer Agent can be compensated by an expertise as Fund accountant or Custody)
Fund industry comprehensive knowledge
Fluent English, Cantonese and Mandarin

240

IT Analyst, Associate Resume Examples & Samples

Works with Help Desk as appropriate to determine and resolve problems efficiently with customer service focus
Provides first level and second level assistance to IT DevOps customers
Research, resolve, and respond to questions received via helpdesk, emails, chat, and phone efficiently with a customer service focus
Assist with management of IT DevOps core services
Assist with maintenance and operation of virtualization infrastructure
Troubleshoot basic server and network issues
Configure Test Lab environments for IT DevOps customers
Assist IT DevOps Systems and Network Engineers as needed
Follows documentation and established procedures; helps update as needed or directed
Researches and evaluates hardware and software for systems; maintain assets and inventory
Provide high level of professionalism when dealing with Management and sensitive data
Education in computer science, bachelor’s degree desirable
Oral and written English communication skills with high level of customer service
1 year of relevant experience
Intermediate exposure to Active directory and Windows Server OS; Linux OS experience a plus
Beginner exposure to virtualization (VMware, Hyper-V) helpful
Beginner exposure to server and network hardware, datacenter operations helpful
Ability to multitask; handling a wide variety of tasks and projects concurrently
Ability to complete assigned tasks and projects on schedule

241

Alternative Investors Analyst / Associate Resume Examples & Samples

Financial modelling: developing, utilizing, analysing and dissecting financial models in order to analyse project opportunities and conduct valuations both at a project and overall Fund level
Market research: including research on potential investments, renewable energy policy, competitors, technology etc
Portfolio monitoring: assist in the monitoring of investments in the portfolio, including ongoing interaction with the Finance and Operations teams
Previous experience from the financial and/or energy industry focusing on real asset acquisitions/transactions, project and/or corporate finance
A keen interest in renewable energy infrastructure investment
Experience in renewable energy (wind and solar) is desirable but not a requirement
Highly numerate with developed quantitative capabilities
Demonstrable financial modelling and evaluation skills are critical. In particular, a good understanding of accounting and/or leveraged finance / project finance modelling
Additional European language skills apart from English are desirable but not a requirement

242

Analyst / Associate Resume Examples & Samples

Helping to ensure the continued high quality of Euromonitor International's Beauty and Personal Care research
Carrying out primary and secondary research on the Beauty and Personal Care industry
Building a narrative on the industry through short briefings and longer pieces of strategic analysis
Working with research staff worldwide to drive research quality across the countries we cover
Collaborating with the Global Lead on all project- and client-related issues
Communicating the value of our Beauty and Personal Care offer in the media, at conferences, and through our social media activity
Sophisticated knowledge of relevant software, including Powerpoint, Excel etc
A background in the Beauty and Personal Care industry
Directly relevant research experience is a requirement to join as an Analyst

243

Capital Markets Analyst / Associate Resume Examples & Samples

Apply knowledge of the financial markets and real estate lending to source, negotiate and close optimal financing
Structure financing packages, and build capital stacks in order to attract inexpensive financing across all asset types (multifamily, office, retail, hotel, industrial, land etc.)
Interact with Acquisitions & Asset Management colleagues to understand an asset’s business plan, strategize financing objectives and fulfill lender diligence requests
Leverage banking and financing relationships with existing and new lending institutions and call upon them regularly
Review loan documents to provide consistent documentation, maximum flexibility and maximum protection
Develop effective and collaborative working relationships with the firm’s Senior Management and Acquisitions / Asset Management professionals
1–4 years of experience in real estate financing (banks, non-bank lenders, debt funds, real estate debt advisors/brokers), real estate investment banking or real estate private equity is required
Experience with senior and mezzanine debt
An understanding of the capital markets / CMBS
Team player, collaborative, strong relationship building skills
Self-starter with the ability to multi-task on complex financings
Detail oriented and thorough

Download Analyst / Associate Resume Sample as Image file

Related Job Titles

Associate Business Systems Analyst Resume Sample

Associate Analyst Resume Sample

Associate Systems Analyst Resume Sample

Qc Associate Resume Sample

Associate / Senior Associate Resume Sample

Associate Partner Resume Sample

Postdoctoral Associate Resume Sample

Business Integrity Associate Resume Sample

Systems Analyst Associate Resume Sample

Mail Associate Resume Sample

Solutions Associate Resume Sample

Center Associate Resume Sample

Browse More

Analyst / Associate Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Analyst / Associate resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Analyst / Associate Resume Examples & Samples

Cib-dr Client Solutions Analyst / Associate Resume Examples & Samples

Credit Grading Control Analyst, Associate Resume Examples & Samples

Hcm Solutions Strat, Analyst / Associate Resume Examples & Samples

IMD, PWM, Strats, Analyst / Associate Resume Examples & Samples

Imd, Gsam, Qis Strats, Analyst / Associate Resume Examples & Samples

Market Risk Methodology Analyst / Associate Resume Examples & Samples

IBD Analyst / Associate Resume Examples & Samples

Cib-senior Product Analyst, Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Structuring Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Senior Analyst / Associate Resume Examples & Samples

Infrastructure Debt Analyst / Associate Resume Examples & Samples

Imd, Risk Strats Analyst / Associate Resume Examples & Samples

CFS Product Development Project Analyst Associate Boston Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Fixed Income Settlements Analyst / Associate Resume Examples & Samples

Analyst / Associate, Disclosure of Interest Resume Examples & Samples

Settlements Settlements Analyst Associate Resume Examples & Samples

RMG, Credit Risk Analyst, Associate Houston Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Market Risk Resume Examples & Samples

Gso-irbd-analyst / Associate Resume Examples & Samples

Liquidity Risk Management Analyst / Associate Resume Examples & Samples

Analyst / Associate, & TS Business Management Resume Examples & Samples

Credit Analyst Associate Resume Examples & Samples

Sovereign Analyst Associate Resume Examples & Samples

Aml Isg Analyst Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Ibd-m&a Analyst / Associate Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Brcm Analyst / Associate Resume Examples & Samples

Settlements Analyst Associate Resume Examples & Samples

Portfolio Analyst Associate Resume Examples & Samples

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

Credit Partners Analyst / Associate Resume Examples & Samples

Analyst / Associate Core Analytics Resume Examples & Samples

IMD PWM Strats, Analyst / Associate / VP Resume Examples & Samples

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

Business Resiliency Analyst Associate Reaplcement Resume Examples & Samples

Analyst / Associate Resume Examples & Samples

Cib Uat Analyst Associate Mumbai Resume Examples & Samples

Market Risk Management Analyst / Associate Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume