Analyst Investment Resume Samples
4.5
(85 votes) for
Analyst Investment Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the analyst investment 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.
PH
P Hand
Priscilla
Hand
49589 Little Club
Chicago
IL
+1 (555) 262 6488
49589 Little Club
Chicago
IL
Phone
p
+1 (555) 262 6488
Experience
Experience
Los Angeles, CA
Analyst, Investment Strategy
Los Angeles, CA
Lesch Group
Los Angeles, CA
Analyst, Investment Strategy
- Provide annual training to stakeholders, new and existing, on the sanction process
- Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
- Keep up to date with market/regulatory developments within own profession/discipline in order to ensure the optimization of best practice for National Grid
- Support Quantitative Modeling / Optimization of developing trade and portfolio construction ideas produced within the Investment Strategy Function
- Deliver and effectively communicate monthly and quarterly performance attribution analysis
- Perform general administrative tasks such as CISA and CRM reports
- Support campaigns by client identification, eligibility, prepare campaign emails, translate documents, and tracking performance
San Francisco, CA
Analyst, Investment Performance
San Francisco, CA
Rodriguez, Christiansen and Heller
San Francisco, CA
Analyst, Investment Performance
- Performance daily checks within the internal NT performance system and the online client reporting tool
- Work with clients to help them interpret performance and attribution data to better understand the impact of their investment decisions
- Work with internal operations partners to ensure the accuracy and timeliness of all information provided to clients
- Work in tandem with performance consultants analyzing, preparing, and validating client reports and presentations
- Provision of system support and training on NT’s online performance tools and Excel API
- Manage client relationships on a day to day basis, including
- Specification and testing of system developments
present
Los Angeles, CA
Senior Financial Analyst Investment Services
Los Angeles, CA
Lemke Group
present
Los Angeles, CA
Senior Financial Analyst Investment Services
present
- Work with investment teams and performance agent to oversee production and maintenance of all performance reports
- Review monthly performance between external managers and performance agent to ensure alignment
- Participate on task teams relating to performance analytics
- Prepare and analyze daily fixed income and equity performance reports
- Respond to ad-hoc performance requests and questions
- Prepare Assets Under Management reports
- Provide oversight of market data vendors and prepare cost allocation surveys to investment/business units
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Southern California
Bachelor’s Degree in Business
Skills
Skills
- Strong analytical, writing, and presentation skills, as well as the ability to concisely articulate oneself
- Ability to work independently and collaboratively to produce highly accurate work product
- Strong interpersonal skills and ability to interact with investment managers and investment committees
- Highly organized and able to multi-task
- Ability to gather, organize and analyze data using MS Excel and complex formulas
- Knowledge of financial markets, investment portfolio strategy and endowment management
- Mastery of Excel and PowerPoint
- Intellectually curious and inquisitive
- Familiarity with Bloomberg
- This is a pre-MBA position (no MBAs please)
15 Analyst Investment resume templates
Read our complete resume writing guides
1
Risk Analyst, Investment Lending Portfolio Resume Examples & Samples
- At least 5 years' of relevant credit / lending experience with a broad exposure to various investment and derivative products
- Proficient in anticipating strategic portfolio risk tolerances that may result from changes in business or socio-political / macro-economic development
- Proficient in margin monitoring and developing associated mitigation strategies
2
Analyst, Investment Services Resume Examples & Samples
- Experience with Eagle STAR/PACE or similar investment management technology such as PORTIA, Advent or PAM is required
- Strong knowledge of Security types (such as Fixed Income, Equities, Options, Credit Default Swaps, and Credit Default Exchange) is required
- Minimum of 6 years experience in middle office operations is required
- Intermediate to Advanced knowledge of Outlook, Word, and Excel is required
- Familiarity with SQL Query is required
- Ability to work a rotating schedule is required for Weekends and Late Nights
- Experience in Projects and Testing
- Team orientated
- Intermediate working knowledge of SQL Query preferred
3
Business Analyst, Investment Products Resume Examples & Samples
- Experience with business analysis concepts desired
- Basic knowledge of the phases of software development including requirements analysis, design, testing (integration, user, and performance), implementation and support desired
- Basic SQL database knowledge desired
4
Analyst, Investment Center, Asset Management Resume Examples & Samples
- Assist Investment Advisors to follow up with clients on enquiries
- Review, analyze client KYC information, and handling client enquiries on documentation and forms
- Provides proactive and professional service to clients at the Investment Center and handling calls
- Address clients enquiries on a timely and professional manner
- Maintain client records, prepare data for reportings and analytics
- Assist the team in preparing materials for clients, meetings, marketing materials and events coordination
- Support the overall office management and administration
5
Analyst, Investment Solutions Resume Examples & Samples
- Daily monitoring of portfolios including cash levels, asset mix and the weights of individual positions
- Determine the necessary trades to rebalance the funds back to target and invest/raise cash on instruction from the portfolio manager
- Communicate trade amounts to portfolio managers and analysts when necessary
- Performance tracking and reporting
- Write performance reviews/client commentaries
- Prepare marketing presentations for the portfolio manager
- Create/maintain documentation on the procedures for each fund
- Various projects, as required, for both the Vice President & Senior Portfolio Manager, Investment Solutions and the Chief Investment Officer
- Business Degree
- 2+ years of capital markets experience
6
Analyst Investment Risk Management Resume Examples & Samples
- Perform daily analysis and monitoring of portfolio control and compliance by working closely with both the businesses and the risk management function at regional and global level, including but not limited to
- At least 2 years relevant work experience in a front or middle office environment in financial institutions
- Experience in operating risk analytics tools or systems
7
Analyst, Investment Analytics Resume Examples & Samples
- Support the development and execution of WMA’s strategy for core investment tools supporting the investment management and portfolio construction process (eg. CRP, AMI, PPM, EqToolkit)
- Support the development and execution of WMA’s strategy for data analysis and reporting
- Support the WMA’s ability to capitalize on opportunities to increase the efficiency and effectiveness of RBC Wealth Management’s investment strategy by partnering with the Investments & Trading team on the focused application of technology, tools and models
- Develop, support and maintain various investment and analytics tools and applications (VBA programming, database, etc.)
- Provide third-line (escalation) technical support for WMA’s investment tools
- Take ownership of relationships with key stakeholders
- Support team objectives and initiatives
- Ad hoc data analysis and projects, as directed
8
Analyst, Investment Accounting Reconciliation Resume Examples & Samples
- Load and reconcile cash daily, activity includes researching differences and resolving them in an accurate and timely manner
- Work closely with Account Manager assigned to each client to ensure any issues are communicated and addressed quickly
- Prepare, and/or review Asset Reconciliations between BlackRock, Asset Manager, and Custodian Bank, includes researching differences and resolving them in a timely and accurate manner
- Assist in special projects/requests as assigned by department manager
- Report aging of outstanding issues
- Maintain accurate and current desktop procedures
- Obtain access to client accounts as necessary to perform reconciliation work
9
Business Analyst Investment Business Support Resume Examples & Samples
- Work with investment teams and senior leaders providing various internal reports and information summaries
- Intermediate to advanced Microsoft Excel skills in areas relating to managing, analyzing and presenting data
- Intermediate MS Access database skills including being proficient at navigating in a database, ability to write/modify queries, linking multiple databases, report construction, table modification, data integrity and security
- Detailed and effective analytical and problem solving skills
- Strong work ethic, high standards for accuracy and high level of personal accountability
- Strong analytical and problem-solving skills using data
- Capable of effectively handling multiple requests within tight timeframes
- Excellent communications skills (both verbal and written)
- 1+ years analytical experience with proven proficiency in synthesizing data into meaningful and digestible data points and actions
- Advanced MS Access database skills, including development
10
Analyst, Investment Services Resume Examples & Samples
- Provide support for fixed income trading desks for all asset types including: IG corporates, high-yield, US Treasury, repo and reverse repos, leveraged loans, emerging markets/foreign currency, structured and mortgage-backed securities, and collateral management requirements
- Utilize trade entry systems, trade flow and storage systems, and trade processing systems effectively and efficiently to maximize productivity
- Three to Five years of related fixed income investment operations experience
- Strong analytical and quantitative skills with an ability to understand complex workflows
- Team player, detail oriented, able to multi-task and prioritize effectively
- Self-starter with a high level of energy
11
Analyst Investment Product Management Resume Examples & Samples
- Develop and maintain automated and standardized product research reports to effectively streamline data management and reporting; responsible for ongoing enhancements/automation of efforts within the Investment Product Research team
- Perform quantitative data analysis and develop structure for providing pertinent information to Product Management and Business Development teams to be used in informing product development decisions and sales trends/opportunities
- Research and provide written analysis for standard investment performance, flows and product updates; and validate trends
- Assist in maintaining a storage site for product research material to facilitate accessibility to various constituents
- Assist Product Managers in data gathering and illustrations
- Contribute to the overall success of the Product Management team by providing ongoing analytical and technical support
- BS/BA degree
- 0-2 years of financial industry experience
- Broad understanding of financial markets
- Highly technically proficient with capability to develop automated worksheets and reporting tools
- Strong knowledge of Excel, Word and PowerPoint
- Strong analytical skills and finance knowledge with ability to create models, communicate findings and draw conclusions
- Proven problem-solving skills
- Strong results-orientation and ability to work in a performance-based environment
- Excellent oral and written presentation skills
- Ability to work effectively in a team environment and stand-alone setting
12
Business Analyst Investment Bank Taxation Program Resume Examples & Samples
- Excellent relationship and interpersonal skills with experience in managing and facilitating stakeholder requirements (Front to Back office stakeholder management would be highly desirable
- An innate attention to detail and ability to deliver quality work while adhering to tight deadline
- LI-SL1*
13
Business Analyst Investment Bank Client Finance Team Resume Examples & Samples
- Solid understanding of Counterparty / Market Risk and Capital measurement, ie., Balance Sheet, Leverage Exposure, and RWA. Be able to assess Client Risk Profile and help develop IB wide client risk mitigation strategy
- Sophisticated analysis of large quantities of internal and external client data in an effort to identify trends, anomalies etc. Narrating the performance of our franchise businesses in the context of macro and market events
- Keeping abreast of market events, new regulation, and the competitive landscape. Being able to draw valuable insights from this knowledge. Communication to stakeholders
- Closely follow CS strategic business initiatives and develop tools to measure the impact of those initiatives. Work closely with Legal Entity Rebooking central team to develop Global Booking Model and client migration tracking metrics
- Leverage best practices amongst all teams within Client CFO and push for standardization and efficiency across regions, divisions and products
14
Senior Compliance Analyst Investment Compliance Resume Examples & Samples
- Assist with various coordination efforts across investment compliance team, including training related to new accounts
- Assist with the ongoing maintenance of procedures and related controls
- Assist with coordinating and developing training within investment compliance
- Strong analytical skills, attention to detail
- Strong written and verbal communication and interpersonal skills
- Ability to exercise flexibility, initiative, good judgment and discretion
15
Analyst, Investment Consulting Resume Examples & Samples
- Monitoring of institutional investment managers and financial market performance
- Performance of qualitative and quantitative data analysis and production of performance monitoring reports
- Analysis of asset allocation and investment manager structures for institutional clients (e.g., pension plans)
- Performance of investment manager searches and involvement in manager research
- Performance of research projects related to the financial markets; and
- Provision of support and assistance to other team members
- Minimum of 1 year work experience in an office environment
- Excellent English verbal and written communication skills
- Advanced knowledge of Microsoft Office Suite, especially Excel (e.g., array and look-up formulae) and Power Point
- Ability to quickly grasp and apply new concepts
- Ability to work on multiple projects under tight, sometimes competing deadlines and to adapt to changing business needs and priorities
- Ability to work effectively independently and in a team environment
- Work experience in a professional services environment; and
- General knowledge of the investment industry and of defined benefit and defined contribution pension plans
16
Business Analyst, Investment Funds Services Resume Examples & Samples
- Exceptional interpersonal and written communication skills, including technical writing
- Ability to work with technical and business resources
- Good conceptual, analytical thinking and problem solving skills
- Proven requirements gathering expertise, systems development techniques and testing methodologies
- Basic understanding of project plan development & management, including document creation and specification skills
- Proficient in MS Office Suite including MS Project
- 5 years of business analysis experience with project management exposure
- Related BA professional designations (or in the process of) would be considered an asset
- Experience in the financial services industry an asset
17
Business Analyst, Investment Data Services Resume Examples & Samples
- Prepare Business Requirements working with Operations and Information Technology to design methods of automating the various reports produced by the team, workflows, and the responses to ad-hoc inquiries
- Contribute to standards over sourcing and definition of data on a tactical and strategic basis
- 5-7 years of experience working in Financial Services
- Experience in financial reporting and a strong understanding of securities data
- Experience in documenting business requirements
- Self-starter with ability to liaison with a broad group of stakeholders including Client Relationship, Product, RFP, Marketing, Portfolio Managers, Plan Consultants, Compliance, Risk, IT and other middle office group
- Experience/proficiency with Barclay’s Point, Axiom, FactSet, SharePoint, Lipper Analytics and Morningstar is a plus
18
Co op Business Analyst Investment Resume Examples & Samples
- Assist in the data integration for Canadian based projects
- Capture and maintain project spend pipeline for Canadian Banking and Wealth Management, in the new tool
- Create new reports to show meaningful information on project spend
- Assist in internal reporting and forecasting of the planned project spend within Canadian Banking and Wealth Management
- Provide support on day-to-day activities within Canadian Banking Finance
- Other types of ad-hoc analysis
- Enrolled in a post-secondary educational institution in a Finance, Accounting, or related field
- Strong organizational, interpersonal and communication skills
- Strong attention to detail, analytical skills and organized
- Excellent computer skills, including proficiency Excel and PowerPoint
- Understanding of basic accounting principles and general ledgers
19
Analyst, Investment Control Resume Examples & Samples
- Delivering the end-to-end APRA reporting and disclosure processes cycles (annual, quarterly, ad-hoc) across 10 superannuation funds
- Ensuring regulatory reporting is compliant by adhering to frameworks and controls
- Adhering to production timetables. Escalating and unblocking where required
- Ensuring the reporting process and data ownership assurance frameworks are followed
- Contributing to evolving the framework where required
- Excellent collaboration behaviours and relationship building skills. Effective engagement and communication skills
- Excellent quality control skills and production control skills managed to tight deadlines
- Effective planning skills (including in a project type environment)
- Effective change management skills and a sound understanding of dealing with change in large organisations
- Medium to advanced excel skills
- Previous success in delivery of statutory or regulatory or financial reporting and process improvement within a complex organisation
- High attention to detail and exceptional analytical skills
20
Analyst, Investment Funds Resume Examples & Samples
- Contribute to the Funds Research team’s research, analysis, and recommendations of investment funds for CIBC Wood Gundy Investment Advisor and their clients, including but not limited to mutual funds, closed-end Funds, ETFs, segregated funds and structured products
- Assist in the management of approvals and due diligence processes for products distributed through various CIBC Wealth Management lines of business
- Help create, maintain, and manage investment fund model portfolios by leveraging experience, market knowledge and the internal resources within CIBC
21
Analyst Investment Performance & Risk Resume Examples & Samples
- Generating investment risk and performance attribution reports, analyzing data therein and communicating findings to the Head of Investment Performance & Risk and Portfolio Managers and Analysts, as appropriate
- Working with CWAM portfolio managers and analysts to determine appropriate sector or region specific valuation metrics, and monitoring these metrics to determine the relative attractiveness of different market segments
- Interpreting output from internally-developed quantitative models and disseminating to CWAM portfolio managers and analysts
- Creating ad hoc reports and analysis, as requested
- Demonstrated analytical capabilities and ability to understand quantitative models
- Experience with risk modeling and portfolio attribution tools
- Experience with systematizing or otherwise improving work flows or processes
- Pursuit or completion of the CIPM and/or CFA designations
22
Analyst, Investment Compliance & Control Resume Examples & Samples
- Graduate in law , economics or finance preferred
- Good knowledge of Funds Industry preferred
- ManCo audit experience is an advantage
- English : spoken, written is required
- Very good working knowledge of Excel
- Very good working knowledge of Word
- Attention to details and constant focus on quality and Client service
- Excellent planning and organisation skills
- Autonomy in team organisation and Client facing
- Seek to develop own skills and capability on a self-motivated basis
23
Compliance Analyst Investment & Trade Compliance Resume Examples & Samples
- 2+ years of related work experience
- Familiar with utilizing a Portfolio Trade Monitoring System in the Operations of a Registered Investment Adviser, Bank Asset Management Department, Hedge Fund or other Financial Institution
- Basic understanding of the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA or awareness of other Federal Regulatory statutes and laws
- Good understanding of Back Office procedures
- Working knowledge of Bloomberg and Charles River
- Microsoft Office/Suite proficient (Excel, PowerPoint, etc.)
- Working knowledge of Bloomberg AIM
24
Pricing Analyst, Investment Control Resume Examples & Samples
- Ensure the integrity and timeliness of unit pricing
- Calculate distributable income to beneficiaries of MLC investment trusts
- Coordinate with internal stakeholders for financial statements preparation (general and special purpose reports)
- Prepare BAS for trusts
- Analyse expense ratios, performance of funds and taxation impacts of MLC funds
- Ensure processes are optimised for existing practices
- Participate in asset/unit holder transitions
- Undertake ad-hoc project work
- Numerical based degree
- Finance experience, ideally in unit pricing
- Analytical review of price movements and investment markets
- Previous exposure to unit trust distribution and BAS preparation
25
Analyst, Investment Analytics & Data Resume Examples & Samples
- Provide expertise on how Dimensional runs the operational processes around investments, so that tools and systems built follow appropriate business logic work with Portfolio Management personnel in answering questions and performing analysis related to the construction of portfolios and related data
- Assist in maintaining the integrity of operational metadata and providing validation analysis of live portfolio characteristics
- Assist in data architecture for distribution of investment data to internal clients; helping define and build data structures for exposure of data to end consumers
- Suggest and act upon ways to improve data flow, data quality, and data consumption
- Bachelor's degree required, advanced degree preferred; degree (or minimally, some coursework) in Mathematics, Finance/Accounting, Computer Science/Electrical Engineering or similar preferred
- Experience in financial mathematics and statistics highly considered
- Self-starter who is capable of managing multiple projects and meeting deadlines
- Extremely strong analytical and quantitative problem-solving skills
- Aptitude for dealing with large datasets and performing quantitative analysis
- Ability to work with details and ensure accuracy, while maintaining a big picture focus
- Able to define as well as manage change within existing business processes
- Ability to clearly communicate ideas and solutions to technical and non-technical teams
- Knowledge of T-SQL and databases in general highly considered, as so much of the job involves pulling data from databases and performing analysis
- Experience in one or more object-oriented programming languages is a plus
26
Analyst, Investment Analysis Resume Examples & Samples
- Conduct feasibility studies for new management contract opportunities in Europe. You will be comfortable doing this with a certain amount of autonomy, and are capable of carrying out ad-hoc analysis as necessary with the support of the Director of Investment Analysis
- Undertake investment appraisals and valuation of all new contracts. Support analysis of optimal deal structure for new developments, run scenario and sensitivity analysis. To do this you will draw on previous experience and knowledge of hotel contract structures, fees and other financial levers, and valuation principles
- Prepare papers for presentation of projects to IHG’s internal approval committees. Coordinate with internal teams (eg. Operations, legal, tax, design and engineering) to develop balanced rationale for each deal as well as being proactively involved to ensure all necessary steps are taken for deals to move forward
- Track and monitor key development metrics, (eg signings, pipeline, development income, capital investment) and report to Vice President of Investment Analysis and Chief Development Officer
- You will also be expected to keep up to date on market trends in franchising and management contracts by attending industry events and reading relevant literature published by consultants to ensure advice remains relevant. This will enable you to assist developers in aligning deal structures with what is commercially viable and competitive in the market
- Assess impact issues of new supply on existing open hotels
- Support the division/region in its development strategic plan
- Lead competitor data collation and analysis and prepare management reporting for distribution to Development teams
- Good knowledge of Hotel P&Ls and other financial reports and detailed knowledge of hotel financial metrics (Revpar, RGI, profit etc.)
- Strong analytical and numerical skills including a good understanding of financial valuation. methodology and key investment and accounting principles and a fundamental grasp of how this applies in the context of hotels
- Knowledge of the business models used by hotel chains for development and understanding of the roles and risks taken by each party involved in a deal (owner, operator, lessee, franchisor…etc)
- Strong Microsoft Excel and modeling skills
- Strong organisational skills and ability to prioritise and work on multiple projects independently
- Strong communication and presentational skills
- Excellent written and spoken English. Other European language skills are desired (German, French, Spanish)
- Experience of the hospitality industry essential
- Chartered Accountant or MBA highly desirable
- 1-2 years’ experience with a major international real estate, accounting, consulting or investment practice and/or comparable experience within the investment appraisal / feasibility arm of a hotel organisation
- Familiarity with hotel market drivers, competitive landscape, hotel financial statements and ownership structures
27
Compliance Analyst, Investment Management Resume Examples & Samples
- Review the firm’s marketing materials, RFPs and client communications to ensure compliance with relevant laws and regulations
- Assist in the monitoring of the day-to-day administration of the Firm’s code of ethics/personal trading policies through the Firm’s compliance software, Schwab Technologies
- Conceptualize new surveillance to address emerging trends and regulatory rules
- Identification, research, and/or resolution of risk issues impacting the business
- Review, maintain, and update the Firm’s regulatory filings, including those with the SEC and National Futures Association (e.g., Form ADV, Form PF, CPO-PQR/CTA-PQR)
- Participate in the annual risk assessment and annual review of the Firm’s policies and procedures
- Assist with the Firm’s responses and documentation requests to any regulatory inquiries, third party examiners and internal audit
- Conduct appropriate surveillance of business activities
- Interact with various departments within the organization to ensure consistency in policies and procedure
- Additional administrative duties and special projects, as needed
- 3+ years of experience in a compliance function for a SEC-registered investment adviser
- Experience reviewing marketing materials and RFPs for an investment adviser
- Demonstrated ability to work independently and collaboratively in a team-oriented environment
- Strong understanding of the asset management industry and securities markets, as well as knowledge of securities laws that relate to investment advisers (e.g., Investment Advisers Act, Securities Act, Commodities Exchange Act)
- Familiarity with ERISA valued
- Has the ability to analyze situations for compliance and business risk, and implement solutions to address and mitigate such risk
- Possess a high moral character and professional integrity
- Well organized, detail-oriented, and excellent oral and written communication skills
28
Analyst Investment Great Resume Examples & Samples
- Creates regular management reporting including weekly and monthly performance reports, competitive analyses, pitch book updates, etc
- Interviews subadvisors on an ongoing basis to better understand and document performance, process, investment personnel, etc
- Prepares complex investment models to analyze the impact of various changes on portfolios managed by GWCM. Creates back-tests and projections of various asset classes and investment managers
- Assists in manager searches and ad-hoc investment analytics
- Prepares standard quarterly reporting for various Investment Advisor Committees and the Fund Company Board of Directors
- Works closely with marketing to create new content and update existing content supporting Great-West Funds
- Generates quarterly fact sheets for each of the Great-West Funds
- Provides input and research for thought leadership pieces
- Utilizes the GWCM framework to model portfolio optimization and help construct portfolios for clients
- Position will have interaction and discussions with clients while constructing portfolios
- Bachelor's degree in finance, economics, mathematics, or similar
- CFA charter or progress toward CFA charter preferred
- FINRA Series 6 and 63 registrations required within 90 days of hire/transfer date
- At least three years experience in a similar role
- Demonstrable expertise in investment themes and trends, economic analysis, and manager research principles
29
Operations Analyst, Investment Management Resume Examples & Samples
- Support the operational and administrative processes that help run the day-to-day workflow of our Managed Portfolios platform
- Become a custodial platform expert on the various custodians that Managed Portfolios uses for account custody and clearing
- Own and drive improvements for the processes that sustain the Managed Portfolios platform
- Take on projects to launch new processes, and generate and monitor key performance indicators on these
- Ensure all processes are fully documented, and that documentation is kept up to date so that operations are never at risk due to the absence of a single individual
30
Analyst, Investment Performance Resume Examples & Samples
- Undergraduate degree in business, finance or economics
- An understanding of financial concepts, rate of return calculations, and familiarity with investment vehicles and benchmarks across multiple asset classes
- Time management is essential to be able to respond and resolve inquiries in an accurate and timely manner
- Analytical and problem solving skills are required to understand and provide performance reporting solutions, as well as to collaborate across client servicing teams and operational areas
- Strong organizational, written, and verbal client servicing skills are required
31
Analyst, Investment Services Resume Examples & Samples
- Managed account on-boarding
- Trade review and execution
- Exception monitoring and resolution
- Conduct Error Analysis and process trade corrections
- Maintain standard operating procedures
- Investment model maintenance
- Assist in the development, testing and implementation of system enhancements related to rebalancing and trading
- Create data management tools necessary to mitigate risk by identifying exceptions and outliers
- Continuous improvement of support processes and workflow
- Troubleshoot trade settlement issues
- 1-3 years of experience within the financial services industry
- 3+ years of experience with trading, reporting, research, and other analytical applications
- Knowledge of investment tools such as SEI Trust 3000, Factset, Bloomberg, MOXY and NetX360
- Experience supporting a managed account platform
- Data management/programming skills including advanced Excel, Access, VBA preferred)
- Quality control/process management experience
- Understanding of trading and settlement of equity and fixed income securities including best execution review
32
Senior Business Test Analyst Investment Management Resume Examples & Samples
- Work with Product Owners to define Acceptance Criteria
- To become a subject matter expert at least in one of the teams areas of responsibility
- Work together with the other team's member to build quality into the product
- Continuously improve the quality assurance strategy
- Minimum 3 years working experience from investment management industry/systems
- Masters degree in quantitative disciplines, such as Finance, Mathematic or similar
33
Analyst, Investment Research Resume Examples & Samples
- Liaise with and perform in-depth quantitative and qualitative analyses on asset managers and their underlying funds
- Attend and actively participate in Manager due-diligence meetings and prepare summary reports of those meetings
- Assist with manager/investment mandate searches as required
- Request and maintain up-to-date information on investment managers (including performance, asset mix and country/regional breakdown, portfolio holdings) and conduct analysis on this information
- Oversee and assist with ad-hoc projects as required
- Contribute to and reinforce a culture of teamwork, respect, integrity, critical thinking, learning and development and quality research
- 2+ years previous experience in an investment related field (manager research, asset consulting)
- Strong technical knowledge of investment markets, strategies and asset classes
- Undergraduate degree in finance, investments, economics or a quantitative discipline
- Completion of the CFA program preferable
- Strong organizational and time management skills to balance multiple priorities and projects
- Strong working knowledge of Mercer MPA, Morningstar Direct and eVestment
- Expert knowledge of the Microsoft suite of products
- Develop peer level industry contacts to access leading industry ideas and approaches
34
Analyst, Investment Cash Management Resume Examples & Samples
- Evaluates, recommends and develops tools, practices and controls that increase operational efficiency and quality of information
- Provides guidance to team members
- Identifies, implements and maintains controls to mitigate financial and operational risks. Ensures compliance with regulatory requirements and internal policies
- Maintains relationships with investment managers, other middle and back office teams, custodian representatives and other Manulife departments and affiliates
- University degree in Finance or Accounting with a minimum of five (4-8) years of relevant experience in Fund Accounting, Cash and liquidity management, or back office
- Accounting designation required
- Canadian Securities Course or CFA an asset
- Good communication skills and excellent analytical and organizational skills
- Proactive team player, flexible, responsible, professional attitude
- Strong problem-solving ability
- Good understanding of the financial services industry, in particular investment funds and/or insurance funds
- Understanding of Custodial services, an asset
35
Analyst, Investment Accounting Resume Examples & Samples
- Ensuring daily transactions entered are accurate, and maintaining the integrity of the client's data on a daily/monthly basis
- Comparing market value movement of investments to benchmarks and providing explanations to clients where movement exceeds that of benchmark
- Assisting in maintaining the integrity of clients General Ledger static data on a daily/monthly basis
- Answering accounting/technical requests/queries from clients during the day generally under time constraints as set out in SLA
36
Pricing Analyst, Investment Control Resume Examples & Samples
- Units on Issue and Unit holding reconciliations for all investment products
- Pricing system account reconciliations for Statutory funds
- Administration of Performance Fee accruals
- Reviewing processes and controls to ensure best practice and contributing to improvements
- Ability to identify opportunities for improvements and drive change
37
Analyst, Investment Planning Resume Examples & Samples
- Proactively extract information from various information systems (Maximo, SAP, Microsoft Office, etc.) to enable analysis of key themes and trends
- Develop and maintain analytical systems, models and procedures in order to support mandated programs and enhance efficiency and operability
- Challenge existing ways of working and continuously seek ways to do things better in order to drive greater efficiencies within assigned area
- Proficient in relevant software e.g. Maximo, SAP, and Microsoft Office
38
Analyst, Investment Strategy Resume Examples & Samples
- Dynamically monitor and assess portfolio positioning with respect to interest rate, currency and credit risk exposures and thresholds, providing construction and alignment insight where possible
- Integrate specific client guidelines, objectives and risk tolerances into the firm’s investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
- Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
- Provide leadership, talent development and execution against the organization’s strategic goal set. Maintain the Portfolio Analysis Group’s position as a world class provider of Investment Analytics
- Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
- Deliver and effectively communicate monthly and quarterly performance attribution analysis
- Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
- Support Quantitative Modeling / Optimization of developing trade and portfolio construction ideas produced within the Investment Strategy Function
- Compare and contrast various benchmarks and their risk and positioning profiles, assess appropriate benchmarking for given mandates or clients
- Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modeling methodologies and risk management tools
- Construction of model portfolios based on client or prospect guidelines as well as modeling of impact of cash flows to existing portfolios
- 3-5 + years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics
- Bachelor’s degree with concentration(s) in Mathematics, Finance, Economics, or Engineering
- MBA, CFA, other applicable masters level work such as Statistics or Quantitative Finance or equivalent experience
- Demonstrated leadership skills or high potential in this area
- Strong demonstrated quantitative skills (project experience involving data analysis a plus)
- Extensive experience with MS Excel and other technical data analysis / modeling tools
- Demonstrated skills as a team player, excellent verbal and written communications skills
- Ability to thrive in a fast paced environment while working on multiple tasks both independently and within a team construct
39
Analyst, Investment Performance Resume Examples & Samples
- Performance daily checks within the internal NT performance system and the online client reporting tool
- Production and validation of performance attribution returns for all portfolios across all asset classes
- Production of Fund, Group and Composite reports as per the monthly timetable
- Provision of system support and training on NT’s online performance tools and Excel API
- Manage client relationships on a day to day basis, including
- Maintaining delivery schedules
- Issuing report status notification
- Documenting meeting notes
- Development of direct relationships with external clients front and middle office teams
- Manage internal relationships with Client Administration and other operational areas
- Liaise with offshore attribution support teams
- Maintenance of timetable for agreed client attribution deliverables
- Ensure all reports delivered in accordance with the SLA
- Production of adhoc analysis and response to client queries within terms of SLA
- Specification and testing of system developments
- Maintenance of procedure documentation
- Experience gained in investment management/quantitative/performance measurement house (1-2 years minimum)
- Maths/Economics/Finance graduate or industry related examinations
- Knowledge of Fixed Income attribution methodologies
- Knowledge of GIPS
- Experience of Performance measurement and attribution systems
- Ability to set priorities and manage deadlines
40
Analyst, Investment Compliance Advisory Resume Examples & Samples
- Advise the business, primarily the Front Office, on the impact of regulations and policies which affect the business
- Providing advice to the relevant Front Office teams to ensure that Charles River pre-trade alerts are resolved ahead of trade execution; similarly work with these teams to ensure that potential breaches detected post-execution are resolved and, as necessary, appropriately documented,
- Keep abreast of regulatory developments and hot topics apparent from regulatory sanctions, thematic reviews and enforcement actions
- Represent Investment Compliance in regulatory, systems development and other projects (e.g. new product initiatives)
- Provide advisory support generally, including, for example, guidance on UCITS eligibility, limits and concentration rules and application of compliance policies
- Work with the Hong Kong-based Investment Compliance team to ensure that investment restrictions are correctly interpreted
- Provide advisory support to other global Compliance teams, including, for example, guidance on FCA COBS and EU MiFID requirements and application of compliance policies; provide input into the development of the Front Office risk based compliance monitoring plan
- In the UK and globally, establish and maintain relationships with management and staff in compliance and other areas, such as legal, audit and risk
- Liaison with external parties such as trustees/depositories, auditors and regulators, responding to regulatory requests and other information or audit requests
- Assist in providing training to the business where relevant
- Assist with the reparation of reports on compliance and regulatory issues for senior management, including board reports
- Assist with the preparation and collation of management information and reports as required
- Assist with the drafting and implementation of policies and procedures
- Compliance experience within asset management across a broad range of products and investment management disciplines with particular experience of front office advisory
- Demonstrable knowledge of fund management processes, instruments, products and funds
- Good knowledge of the FCA Handbook
- Knowledge of offshore products and regulatory regimes would be an advantage (e.g. Luxembourg, Ireland, US, Hong Kong)
- Prior experience with resolving pre-trade alerts and/or using Charles River Compliance would be beneficial
- Good IT skills including Microsoft Office, particularly Word, Excel and Outlook
41
Analyst, Investment Performance Resume Examples & Samples
- 1-2 years of experience in investment analysis, or trust-investment related background, investments operations or transferable experience from a related field
- Be well versed in market trends as well as the financial concepts underlying return calculations for Equity, Fixed Income and Alternative asset classes
- Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs
- Knowledge generally acquired through an undergraduate degree program, related work experience or progress towards certifications such as the CIPM, CAIA, or CFA
- Use of Microsoft Office tools, advanced Excel skills preferred
- Exposure to Northern Trust or third party financial software is a plus
- Progress towards certifications such as the CIPM or CFA is a plus
42
Analyst, Investment Governance Resume Examples & Samples
- Design and implement metrics (e.g. key risk indicators) to quantify risk appetite statements for key risk categories, thus providing meaningful information for relevant risk reports and helping to elucidate the action required by risk owners
- Contribute, as needed, to the risk oversight and reporting activities related specifically to the Asset Management business (i.e. Manulife Asset Management)
- Produce ongoing deliverables for key committees including MAM Risk Management Committee, WAM Risk Management Committee and MAM Risk Management Working Group
- Work creatively and find new ways to address issues, confront barriers and seek out information for the benefit of the business
- Anticipate, act quickly without acting irrationally and escalate situations of potential risk to appropriate senior management
43
Analyst, Investment Accounting Resume Examples & Samples
- 3-5+ yrs. of experience in Investment Accounting that directly aligns with the specific responsibilities for this position
- GAAP, SOX 404, and Compliance Requirements
- Financial Services or Insurance Investment Accounting experience is preferred
- Microsoft Office Suite (Word, Excel, PowerPoint) with advanced ability to use Microsoft excel including use of Industry Tools (Bloomberg, PAM for Investments, Axiom, PeopleSoft)
- Possess a bias for action and avoids workplace distractions
44
Energy Credit Analyst, Investment Grade Resume Examples & Samples
- Perform fundamental credit analysis and construct financial models on investment grade public corporate bond issuers primarily within the Energy and Basic Industry sectors
- Develop research strategies to find the best relative value among issuers and among the industry sectors assigned
- Build relationships with Wall Street brokers, traders, and analysts to glean additional insights on market, industry, and issuer credit developments
- Collaborate with portfolio managers to implement portfolio strategies
- Participate in relative value/credit meetings
- Where applicable, provide 2A-7 credit support for the money market portfolio
- Perform ad hoc credit analysis support for other departments as assigned on occasion
- Understand and comply with firm policies and procedures while performing the roles outlined above
- Approximately 7-10 years of credit analysis experience
- MBA Degree, CFA Designation, or equivalent is preferred
- Strong skills in credit analysis and problem solving
- Ability to be forward looking and to correlate anticipated changes in credit quality with relative value
- Detail oriented yet able to maintain a broad perspective
- Ability to clearly and concisely communicate investment recommendations both verbally and in writing
- Strong team player who believes in an integrated team driven investment process
45
Analyst Investment Resume Examples & Samples
- Good understanding of the Barclays investment philosophy, core solutions and various other investment products
- Completed Bachelors degree or equivalent in a related field (Investments, Finance, Law, Accounting /Tax, Economics, Business Administration)
- Studying toward / having completed CFA
- Studying toward / having completed CA (SA)
- Studying toward / having completed CFP / Advanced Post Graduate Diploma Financial Planning Law
- Ideally should not be under supervision for any sub categories under FSB licence of Absa Wealth advisory
- Passed FSB regulatory exams
- Minimum of five years investment management experience within a wealth; management business and / or Financial Service industry
- Strong technical investment knowledge
- Computer literacy and advanced knowledge of Microsoft Office Suite software i.e. Word, Outlook / outlook express and IE
- Excellent communication skills (verbal and non- verbal)
- Good administration skills
46
Analyst, Investment Strategy Resume Examples & Samples
- Drive adherence to the quality standards, need dates, and lead times for sanctioning documentation
- Process sanction papers, model datasets and analyze key themes from a wide range of data sources to validate data
- Maintain master log data to produce monthly reports for senior leadership
- Update and maintain all USSC documentation, templates, and job aides on the USSC SharePoint site
- Develop and maintain effective relationships with key stakeholders, including Asset Management, Resource Planning, Decision Support, System Engineering, Jurisdictional Leads, Regulatory and others to assist them in their understanding of the US sanction process and to share best practice, provide technical advice and build bases of influence
- Drive, participate, and complete special projects as assigned on time and within specifications
- Facilitate project, blanket, and program initiation and sanctioning/DoA
- Provide annual training to stakeholders, new and existing, on the sanction process
- Attend sanction meetings to document meeting minutes and action items for follow-up
- Understand and apply operative Regulatory agreements and support regulatory filings
- Keep up to date with market/regulatory developments within own profession/discipline in order to ensure the optimization of best practice for National Grid
- Associate’s Degree or above in a related field or equivalent experience
- High level of numerical reasoning ability and understanding of statistical techniques and systems
- Strong analytical skills and an understanding of basic utility accounting, finance, and regulatory principles
- Strong interpersonal skills including negotiations and communications along with the ability to influence key stakeholders and lead a group even where the role holder has no direct authority
- Understanding of the jurisdictional model and applicable Regulatory/rate agreements
- Ability to interpret information and analyze relationships among several parts of a problem or situation to clearly articulate findings, anticipate obstacles and plan next steps
- Proficient in relevant software e.g. Microsoft Office products (Excel, Word, PowerPoint)
- Experience in relevant company related IT systems preferred (PowerPlant, SAP, SharePoint)
- Knowledge of National Grid's core business operations, company policies and practices
- Attention to Detail: Reviews accuracy of own work and checks that all details are completed
- Analytical Thinking: After analyzing data, has ability to see multiple relationships, identifying several likely causes or consequences of a situation
- Conceptual Thinking: Sees patterns or trends in data or situations, notices when something is similar to a past situation
- Customer Orientation: Takes personal responsibility for correcting problems promptly and not defensively. Communicates customer expectations to monitor delivery and satisfaction
- Information Seeking: Establishes the facts by digging deeper, asking probing questions and challenging initial responses from different sources
47
Fixed Income Credit Analyst Investment Grade Resume Examples & Samples
- Understand principles of investing, capital markets, and macroeconomic information
- Demonstrate resourcefulness in identifying and interpreting data sources and analysis tools
- Perform in-depth fundamental research and financial modeling on selected companies
- Use insights to build cohesive, compelling arguments to influence portfolio management decision-making
- Communicate research and analysis through clear written reports and verbal presentations
- Plan and conduct all work under time-sensitive deadlines and balance responsibilities
- Work collaboratively within the investment team and participate in cross-functional initiatives
- Bachelor’s degree with a demonstrated record of academic success
- Some professional experience preferred (e.g. through internships)
- Courses or experience in financial analysis is preferred, but not required
- Strong written and oral communication skills and strong interpersonal skills
- Ability to influence others, using analysis and support
- Self-motivated & resourceful with strong attention to detail
- Unquestionable integrity and ethical character
48
Analyst, Investment Performance Resume Examples & Samples
- Work in tandem with performance consultants analyzing, preparing, and validating client reports and presentations
- Work with internal operations partners to ensure the accuracy and timeliness of all information provided to clients
- Monitor the completeness and appropriateness of investment manager data to be included in asset class composites, and utilize multiple applications to prepare both standard and custom reporting deliverables
- Work with clients to help them interpret performance and attribution data to better understand the impact of their investment decisions
- Regularly interface with clients to determine service requirements, provide training, and are responsible for independently evaluating and responding to client inquiries
49
Analyst, Investment Risk Resume Examples & Samples
- 1-3 years of relevant experience in the investment management industry
- In-depth understanding of risk management practices, investment theory and the portfolio management process
- Demonstrated ability in utilizing and developing relational databases. Proficiency in SQL an asset
- Working experience with risk modeling platforms such as Axioma, Barra One, Risk Manager, Factset, Northfield etc. an asset
50
Test Analyst, Investment Management System Resume Examples & Samples
- Become a subject matter expert at least in one of the team’s areas of responsibility
- Work effectively with the team to define testable user stories and acceptance criteria
- Work together with the other team’s member to build quality into the product
- Participate proactively in daily standup meetings, story grooming sessions, team retrospectives, suggest and implement improvements
- Master’s degree in quantitative disciplines, such as Finance, Mathematic or similar
- Passion for technology coupled with a business mind-set
51
Analyst Investment Resume Examples & Samples
- Manage the sorting, cataloging and follow up needed to support effective handling of new deals and
- Bachelors degree completed by June 2017 in business, finance, engineering, computer science or related field
- One(1) year experience in finance, engineering, computer science or related field
- Strong financial modeling skills including the ability to analyze and model company financials
- Available for occasional overnight travel (up to 10%)
- Must be able to multi-task and prioritize in a fast-paced multi-team environment
- Ability to work to deadlines with quick turnaround and high quality
- Able to pass a ten (10) year background check and pre-employment drug test
- Possess and maintain a valid Driver’s License and a driving record from the state of your primary
- Well groomed and able to maintain a professional appearance and demeanor at all times
52
Investment Analyst, Investment Office Resume Examples & Samples
- Support Directors and Associate by assisting with rigorous due diligence and ongoing monitoring of investment portfolio and managers
- Use Bloomberg and other tools to prepare portfolio reports for the team
- Manage portfolio exposures on a look-through basis and highlight material changes to the Chief Investment Officer
- Prepare private equity valuation reports for quarterly dissemination
- Manage non-marketable model cash flow forecasts on an annual basis
- Build relationships with analytics providers and prospective investment managers
- Prepare Investment Committee materials and present portfolio updates and recommendations to the Investment Committee
- Assist with daily reconciliation of futures margin, capital calls and distributions on an as-needed basis
- Ability to gather, organize and analyze data using MS Excel and complex formulas
- Mastery of Excel and PowerPoint
- Knowledge of financial markets, investment portfolio strategy and endowment management
- Intellectually curious and inquisitive
- Highly organized and able to multi-task
- Strong analytical, writing, and presentation skills, as well as the ability to concisely articulate oneself
- Strong interpersonal skills and ability to interact with investment managers and investment committees
- Ability to work independently and collaboratively to produce highly accurate work product
- Familiarity with Bloomberg
- Bachelor's degree with demonstrated strong academic performance required; preference for Finance, Economics or quantitative field and/or its equivalent, but not required
- 2 – 4 years of investment-related work experience; preference for investment banking, consulting, or endowment and foundation experience
- This is a pre-MBA position (no MBAs please)
53
Analyst, Investment Strategy Resume Examples & Samples
- Responsible for assisting the Investment Strategist (IS) in the positioning/delivery of economic and financial market investment ideas, tactical trades and strategic themes and to clients and prospects of Global Private Bank, with the primary objectives of
- Supporting Investment Strategist by following economic data, financial markets and creating reporting tools and written product for ICs & RMs
- Attending relevant GIC & product related meetings with Strategist, or representing IS when needed
- Supporting IS with administrative assistance, meeting and business trip scheduling and organisation, scheduling of investment seminars and client marketing trips and all investment products necessary
- Creation and maintenance of weekly publication to be published in conjunction with product delivery and IC teams
- Daily monitoring of Global research website and presentation of relevant research to IS, ICs, & RMs
- Participation in daily morning call as needed
- Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles
- The jobholder is required to work with autonomy, in a proactive manner. Escalation of critical issues to senior management or compliance required. Diplomatic skills in front of customers or stakeholders required
- Responsible for administrative support to Investment Counsellors (ICs). The analyst is a full IC Team member, part of the Front Office of GPB
- Perform client related tasks such as the organisation of documents for signature of different mandates, prepare investment proposals, format and translate slides when necessary, prepare account reviews, take orders from clients and execute trades
- Organise internal meetings, prepare PowerPoint presentations, support ICs in the preparation of client meetings
- Organise business trips, liaising with support functions, preparing materials for trips/ including assembling of documents (e.g. fund factsheets), organising meetings
- Support campaigns by client identification, eligibility, prepare campaign emails, translate documents, and tracking performance
- Perform general administrative tasks such as CISA and CRM reports
- Excellent organisation and communication skills
- Series 7 and 66 licenses required. As an exception, a 90 day contingency period can be granted to obtain licensing, strictly at the manager’s discretion
- Passion and interest in the financial markets
- Risk conscious, in particular on the trading side
- Strong analytical skills and multitasking abilities
- Team player, high achiever, quick to learn, detail oriented, positive attitude
- High level of professional and personal integrity
- Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines University degree
54
Business Analyst, Investment Banking COO Resume Examples & Samples
- Assist in creating presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
- Interact extensively with M&A, LatAm, Sponsors and Industry Group bankers and Business Selection and Conflicts to update deal pipelines and forecast revenues
- Assist with regulatory analyses and requests
- Generate weekly and monthly business and pipeline reporting
- Provide weekly business update to M&A and GCIB leadership
- Perform comprehensive and in-depth client planning, competitor and financial industry analysis
- Liaise frequently with market data providers (Dealogic, Thomson Reuters, etc.)
- Maintain M&A fee databases (internal and external)
- Communicate with colleagues across COO functions, Finance, and Technology
- Assist with a variety of ad hoc assignments, including preparing M&A leadership for press interviews and external non-client presentations, typically with time constraints
- Be a knowledgeable resource and point person who can efficiently facilitate the team’s day-to-day operations
- NOTE: The role is a position covering three separate teams in Investment Banking. Broadly, the business analyst will devote the majority of time to M&A and GCIB-wide projects but will also spend time working with the LatAm and Financial Sponsors COOs on discrete pipeline and project-based work
- Financial, operations, or general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the work and effort to learn quickly
- Superior written and oral communications skills
- Proficiency of software applications, primarily Excel and PowerPoint
- Ability to learn quickly and take on new responsibilities
55
Analyst, Investment Research Resume Examples & Samples
- Perform on-going monitoring of investment managers and act as the day-to-day contact for the Managers within the IIC. Deliver quarterly questionnaires to the Managers; analyze responses and follow-up as necessary. Review and recommend revisions to manager templates
- Analyze investment performance results utilizing attribution and risk measurement techniques to explain portfolio performance variations from benchmark index performance and/or peer universe performance
- Monitor the investment and financial industry news sources for developments pertaining to both existing and potential sub-advised investment managers
- Participate in investment manager searches; conducting screening from various databases. Deliver request for proposals to investment manager candidates. Analyze proposals received from candidates and summarize key findings
- Create content for various investment reports, i.e. economic commentary, manager profiles, and review of investment options. Recommend improvements to investment reporting content
- Provide research and advice on investment managers, products and trends
- Maintain relevant sections of the IIC SharePoint. Recommend changes to the IIC SharePoint
- Complete reports and assist IIC consultants in presenting findings to the various committees
- Participate in calls/meetings for various ad hoc projects with key members from other business units
56
Senior Financial Analyst Investment Services Resume Examples & Samples
- Prepare and analyze daily fixed income and equity performance reports
- Prepare and analyze daily asset mix reports
- Prepare and analyze monthly estimated performance reports
- Work with investment teams and performance agent to oversee production and maintenance of all performance reports
- Respond to ad-hoc performance requests and questions
- Review monthly performance between external managers and performance agent to ensure alignment
- Prepare client specific quarterly investment reviews
- Analyze performance vs. benchmarks
- Calculate custom benchmarks
- Prepare and analyze client specific performance and attribution reports
- Utilize third party applications such as Factset, Bloomberg and Barclays POINT
- Participate on task teams relating to performance analytics
- Lead or contribute to projects/initiatives that support the goals of GMAM & GM
- Create and maintain desktop procedures for all tasks
- Support account opening, closing and maintenance processes
- Support the cash transfer process
- Provide oversight of market data vendors and prepare cost allocation surveys to investment/business units
- Prepare Assets Under Management reports
- 3+ years related experience in performance & analytics or an asset management related environment
- A bachelor's degree in business, finance or economics preferred; MBA preferred
- Ability to prioritize responsibilities and manage time effectively
- Superior analytical & problem solving skills
- Knowledge of basic investment related concepts and terminology
- Ability to excel in fast paced, high pressure environment
- Superior written and verbal communication skills
- Advanced Excel and PowerPoint skills and basic Word skills
- Demonstrate ability to identify and implement efficiency/process improvements
- The ability to work as both an individual, but also as a high functioning team member
57
Fixed Income Junior Analyst Investment Grade Resume Examples & Samples
- Support and perform active surveillance of portfolio holdings in order to identify fundamental trends, make investment recommendations, and follow research operating procedures
- Identify and communicate ways to improve underwriting and surveillance practices
- Contribute to overall success of the Fixed Income Research Team at TIAA Investments
- 0-2 years’ experience in investing, financial markets, or banking
- Bachelor’s Degree – quantitative and/or business focus
- Detailed knowledge and ability with Excel and PowerPoint required, use of Bloomberg (API), or relevant market data vendors preferred
- Strong analytical and critical thinking capabilities
58
Business Analyst Investment Risk BA Resume Examples & Samples
- Conducting analysis and discovery on various data sets to suggest further enhancement to reporting capabilities
- Successful delivery and development of specific, customized reports and ad hoc analyses
- Demonstrating the ability to act as a liaison between multiple lines of business and technology teams
- Contributing to operational excellence by adhering to quality standards and best practices of Evalueserve
- Participating in Evalueserve initiatives related to Mind + Machine projects, innovation, training, and development
- 2+ years of applicable work experience in reporting, analytics, and/or data manipulation
- Intermediate to advanced knowledge of SQL for basic data mining, developing moderately complex queries, and analyzing large data sets
- Ability to collect and translate requirements into actionable steps for projects
- Experience with data visualization tools such as Tableau or MicroStrategy
- Ability to quickly establish credibility and build effective working relationships
- Proactive, innovative, and creative problem solving skill set
- Broad understanding of investments (securities, especially fixed income & structured products, asset classes, market sectors, and derivatives)
- Experience working with Data Schema and relationships
59
Business Analyst Investment Risk Data Management Resume Examples & Samples
- Gathering Investment Portfolio Holdings data
- Researching and enhancing missing Security Information
- Transform, Validate, and Load Security Information into Analytical Tools
- Modeling of security, position and account data
- Analyzing batch reporting logs, managing errors and optimize performance of processes
- Production job monitoring and control for the Error Report Analysis
- Collaborate with partners within the team to gather and understand investment portfolio data and other risk data/information
- Contribute to operational excellence by adhering to quality standards and best practices of Evalueserve
- Participate in Evalueserve initiatives related to Mind + Machine projects, innovation, training and development
- Degree in statistics, engineering, physics, accounting, finance, economics, or computer sciences
- 2+ years of applicable work experience in data manipulation related to the Finance /Asset Management Industry
- Intermediate to advanced knowledge of SQL for basic data mining, developing moderately complex queries and analyzing large data sets
- Ability to adapt to a deadline-oriented environment
- Broad understanding of investments (Securities, especially fixed income & structured products, asset classes, market sectors and derivatives)
- Experience with tools such as MSCI-Barra, FactSet, eVestments, Thomson Reuters, CRSP, Lipper TASS, RiskMetrics and/or Bloomberg
60
Analyst, Investment Analytics & Data Resume Examples & Samples
- Perform regular and ad hoc data validations and oversee various data reporting processes
- Partner with portfolio managers, traders, and client service teams to answer performance and reporting questions, assist with ad hoc requests, and collaborate within a global team to identify solutions to any issue
- Create, understand and interpret returns, characteristics, and attributions for portfolios and benchmarks
- Contribute to ongoing efficiency efforts to improve processes and tools
- Complete projects involving the collection, validation, analysis and presentation of data
61
Analyst, Investment Control Resume Examples & Samples
- Relevant tertiary qualifications – Business, Accounting or Finance discipline with professional qualification such as CA or CPA
- Finance experience, ideally in investment control and cash liquidity
- Demonstrated ability in managing large scale, complex bank and general ledger reconciliation
- Understanding of price movements and investment markets
- Familiarity with Oracle GL and UNISON unit pricing systems would be an advantage
- Exceptional analytical skills coupled with being detailed minded
- It would also be beneficial if you have a background in Cash Liquidity, Fund Accounting and Unit Pricing
62
Business Analyst, Investment Banking Resume Examples & Samples
- 1 to 2 years work experience in finance or business administration
- Strong quantitative skills
- Strong Excel and PowerPoint skills, with VBA a plus
- Experience with a Business Intelligence Tools (Business Objects and/or MicroStrategy)
- Experience in investment banking industry a plus
- BS in Accounting, Business Management or Finance
63
Analyst, Investment Middle Office Resume Examples & Samples
- University graduate preferably in Business Management with related working and some supervisory experience
- Demonstrated ability to manage competing priorities and deadlines
- Demonstrated ability to collaborate in a team environment and build strong relationships
- Demonstrated initiative to proactively initiate process improvement opportunities
- Ability to manage day-to-day activities with minimal supervision
- Independent, self-starter
- Able to communicate effectively with multiple levels of management in both the operations and investment sides of the business
- Strong people management / leadership skills
64
Analyst, Investment Banking, Global Mining Resume Examples & Samples
- Familiarity with constructing financial models to facilitate valuation and economic analysis
- Knowledge of business, economics and/or finance acquired through education or experience
- Combination of mining/corporate finance experience and knowledge preferred
- Strong communication skills (verbal and written), including the ability to explain detailed financial and statistical analyses
- The ability to work within a demanding and dynamic team environment
- Demonstrated proficiency in the assessment of unstructured business problems
- A proven academic track record
65
Analyst, Investment Analytics & Data Resume Examples & Samples
- Contribute to ongoing efficiency efforts to improve processes and tools. Suggest and act upon ways to improve data flow, data quality, and data consumption
- Proficient communication skills, both written and verbal, with the ability to build lasting relationships with stakeholders
- Problem solving capability with keen attention to detail. Ability to work with details and ensure accuracy, while maintaining a big picture focus
- Ability to collaborate on various projects and successfully meet deadlines
- A genuine interest in programming; coding experience will be viewed favourably (SQL, VBA, etc.)
66
Senior KYC Analyst Investment Banking Resume Examples & Samples
- End to end management of client KYC process including liaison across the business, compliance and operations
- Ensure customers classified in line with required (CIP, FCA/PRA, FED, KYC) regulations
- Liaison with Compliance Department and the senior management within Business units supported
- Initiate process enhancements to improve turnaround time of client on-boarding experience and client service
- Ensure team and personal SLAs are met
- Monitoring and supervision of KYC control environment
67
Analyst Investment Solutions Resume Examples & Samples
- Create and develop presentations, whitepapers and client oriented collateral material related to various client segments. Requirements may include project based work, compilation of existing data, research and analysis of new data, trend analysis and presentation creation
- Collect and analyze data to support various technically-oriented projects. Leveraging problem-solving techniques and critical thinking in order to draw conclusions and develop client-ready presentations will be expected
- Act as primary analytical source for the Client Insights team, including the analysis of various industry trends and investment themes, staying abreast of client preferences and asset owner investment behavior by segment
- Work in close collaboration with senior members across distribution and investments in researching and analyzing topics and presentations that showcase the firm's investment insight
- Responsible for maintaining the Investment Solutions Resource Center (ISRC), including coordination with internal business partners to ensure that the ISRC is updated with timely and relevant content. Communicate issues, trends and new information to the Investment Solutions Group relative to workflow, operational or compliance issues that may arise
- Demonstrate a deep understanding of all relevant issues related to client investment decisions including governance, investment policy and implementation issues
- Collect, analyze and maintain data from industry conferences, consultants, academia and third party data sources. Proactively communicating relevant findings and identifying opportunities for consideration will be critical
- MFS’ job descriptions reflect management’s assignment of essential functions, which may be subject to change at any time due to constantly changing business needs
- Contribute to the development of training tools (i.e. Allego), white papers and discussion guides to enhance MFS's distribution expertise and dialog with clients
- Assist other teams within the Investment Solutions Group and perform additional duties as requested
68
Analyst, Investment Counsel Services Resume Examples & Samples
- Manage new and existing high net worth client accounts and portfolio set up
- Maintain and update client information for billing, statements and tax reporting
- Coordinate transfer in of assets and ensure proper transfer tracking is in place
- Facilitate credit, debit, and internal transfer transactions
- Cash management of client accounts
- Facilitate CAD/USD external and internal cash transfers
- Prepare quarterly performance reports for delivery
- Assist with annual tax reporting requirements as well as non-calendar year-end tax reports
- Maintain clean files and information in the appropriate systems
- Participate in inter-department cross training to ensure continuity of service
- Regular involvement in problem resolution and investigations with custodial and trade counterparts
- Support Investment Counsellors with client onboarding, ongoing administration, client call backs, and ad-hoc requests
- Prepare performance and tax reconciliation worksheets and reports
- Provide assistance to other team members and management team when required
- Post-secondary education and/or minimum 4-6 years equivalent work experience in the financial services industry
- High Net Worth market experience strongly preferred
- Successful completion or enrolment in the Canadian Securities Course
- Successful completion or enrolment in the Chartered Financial Analyst (CFA) program or Chartered Investment Manager (CIM) program is an asset
- Strong PC skills with advanced working knowledge of Microsoft office applications (especially Microsoft Excel), wealth management software i.e. Temenos Wealth Manager and PureFacts PureWealth, FundSERV, and Bloomberg
- Superb communication and interpersonal skills
- Strong interpersonal and relationship management skills with the ability to work as a team
- Desire to work successfully and collaboratively in a sophisticated and demanding business environment
- Demonstrate tact and professionalism and maintain confidentiality
