Analyst, Investments Resume Samples

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D Roberts

Dorothea

Roberts

207 Barton Run

Dallas

+1 (555) 780 3628

207 Barton Run

Dallas

Phone

p +1 (555) 780 3628

Experience Experience

Los Angeles, CA

Analyst, Investments

Los Angeles, CA

Emmerich, Kihn and Kihn

Los Angeles, CA

Analyst, Investments

Support Acquisition Officers and Asset Managers in the acquisition, financing, asset management, and sales of commercial real estate properties
Perform analysis and underwriting on potential acquisitions
Support Acquisition Officers in the due diligence and closing of awarded transactions
Assist Asset Managers in lease evaluation, credit analysis, and property operations
Contribute to investment memorandums, asset business plans, and budgets
Perform ongoing market and property specific research
Participate in industry events to gain industry knowledge, network with industry peers, and increase the team’s presence in the market

Philadelphia, PA

Analyst, Alternative Investments

Philadelphia, PA

Bode and Sons

Philadelphia, PA

Analyst, Alternative Investments

Assists manager and staff in the processing of complex syndicated bank loan trade settlements
Make recommendations to improve the operations of the team
Provide open lines of communications to Investment Managers and other internal departments regarding any bank loan inquiries
Develops and implements effective internal control procedures and modifies existing process
Responsible for identifying and resolving problems within established guidelines
Process Bank loan transactions for Investment managers including trade input and pending trades
Frequently contacts investment managers and all levels of staff to communicate problem resolution

present

Houston, TX

Senior Analyst, Alternative Investments

Houston, TX

Bashirian and Sons

present

Houston, TX

Senior Analyst, Alternative Investments

present

Assist in developing, modifying and implementing effective internal control procedures as well as provide training support to other team members
Identifies a wide variety of problems in work flow and makes recommendations to improve the technical operations of the area
Assists manager and/or staff in the resolution of complex technical processing and daily work volume problems
To contribute to tactical and strategic initiatives to improve own and team performance
To provide support to the Alternative Asset Team Leader and Department Manager
Management fee rebates
To improve processes through tactical and strategic initiatives

Education Education

Bachelor’s Degree in Finance

East Carolina University

Bachelor’s Degree in Finance

Skills Skills

Strong working knowledge of the Alternative Asset Industry, products and operating conventions
Ability to multitask and have attention to detail
Exceptional attention to detail and organisational ability
Proven ability to work effectively within strict deadlines
Understanding of KYC, AML and other compliance knowledge
Able to facilitate discussions and reach decisions
Able to serve as a key subject matter expert and mentor to other more junior level employees
Good understanding of computers
Good organization and time management
Excellent MS Excel/Word skills

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Private Wealth Analyst Investments Resume Examples & Samples

Continual management of client portfolios including reviewing investment allocations of equities, fixed income, hedge funds, private equity against the clients designated benchmark
Analyze client portfolios on a periodic basis with the Private Wealth Advisor to determine if portfolio re-balances are needed
Access various internal applications to monitor and identify investment managers whose performance may require investigation
Understand the firm's various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the Private Wealth Advisor new developments
Coordinate with the Administrative Manager to ensure all client facing materials are reviewed and retained in accordance with the firm’s risk management guidelines
Create Monthly Portfolio Performance Reports within firm compliance guidelines and tailor to each clients requirements
Research and gather information on client prospects using publicly available resources
Develop marketing materials for prospective client presentations
Assist Private Wealth Advisor and Client Associates with customer service and administrative tasks by answering phones, researching client inquiries, and providing timely solutions
Attend client review meetings to provide deeper portfolio discussions and market commentary
Will execute trades on behalf of the client based on instructions from the Private Wealth Advisor
Take part in professional designations, continuing educationQualifications
STRONGLY prefer Series 7 and 66 registrations or Series 7, 63, and 65 registrations. Individuals hired without their required licenses MUST obtain them within 6 months. If they do not do so, they cannot continue in the role beyond 6 months. At the same time, they have twelve months from registration completion to obtain a firm approved designation
Proficiency in MS Office applications (emphasis on Excel) and other industry-related applications
Strong quantitative, analytical, and communication skills (written and verbal)
Experience assembling & summarizing data, preparing reports & making presentations of findings
Certified Financial Planner, Certified Financial Analyst, Certified Public Accountant, etc preferred

Alternative Investments Analyst Resume Examples & Samples

Analyzing the investment merits and risks of nontraditional investments, including but not limited to hedge funds, private equity funds, commodity funds, alternative mutual funds, and structured products as well as their associated suitability for RJ clients
Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior management
Conducting onsite due diligence for existing and prospective alternative investment products
Transferring product knowledge and expertise by communicating with and educating other departments within Alternative Investment Group (e.g., operations and marketing) as well as by working with financial advisors directly
Composing and disseminating due diligence and investment updates regarding existing alternative investment funds for use by financial advisors
Job scope includes performing quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products, preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of a complex asset class that currently comprises a large amount of client assets. The job scope also includes making product recommendations and presentations as appropriate
Associate will play a role in decisions to approve alternative investments for sale to our high net worth clients. As part of the process, associate will decide which funds warrant in depth diligence versus those that do not. Associate will also play a role in decisions to no longer offer specific products as well as approval decisions of entire asset classes (with associated whitepapers)
Complex investment products and securities markets in general
MS Office applications
PerTrac
Hedge fund databases are a plus
PowerPoint
Handle multiple priorities
Self-motivate
Meet multiple critical deadlines
Minimum Degree Required
Required Disciplines
Finance, General business, or Economics very strongly preferred

Analyst Alternative Investments Resume Examples & Samples

Performs initial and ongoing review current or proposed alternative investment strategies to ensure that standards of acceptability are met
Assists in writing due diligence reports on alternative investments
Works with outside sources in a collaborative effort to manage, understand and manage risks associated with products used or being considered
Responds to compliance, legal or regulatory inquiries related to alternative investments
Maintains up-to-date due diligence files
Ensures that the firm is satisfying regulatory and compliance standards
Responds to in-bound Financial Advisor phone inquiries
Makes out-bound Financial Advisor phone calls
Educates Financial Advisors (FAs) about alternative investment products
Works with collateral CSG and ISG personnel to develop and maintain marketing and educational materials
Facilitates the launch of new products
Analyzes investment manager characteristics and matches them to client objectives
Protects the integrity and reputation of the firm and helps ensure compliance with Stifel policies
BS or BA with a business related course study, Accounting or Finance concentration preferred
1-3 years of financial analysis experience; prefer investment analysis experience
Knowledge of advisory business with specific background in or education of alternative investments
Series 7, 63, 3, 65, (or 66 in lieu of 63 and 65) required or obtained within 6-9 months of hire date
Chartered Alternative Investment Analyst (CAIA) a plus
Strong and demonstrated Microsoft Office skills, especially Word and Excel

Analyst Global Investments Performance Standards Resume Examples & Samples

Participate in new account meetings with all stakeholders
Work in tandem with the Client Onboarding team, Client Service and Fund Management teams to source asset load information and upload relevant trades onto Aladdin
Verify trade prices with the Pricing team and security setup details with the Data Integrity Group
Coordinate with the Fund Management, Risk and Client Services teams to add new accounts to daily risk reporting (Green Package) as well as to other core portfolio group structures for operational purposes
Restrict assets upon load, and subsequently un restrict after portfolio positions have been reconciled to custody records
Maintain Asset In/Asset Out ledger entries in the Aladdin system
Execute inter fund transfers
One time asset restrictions for various purposes dictated by the Client Services team
Work with the Fund Management team to load assets for ad hoc analytical reporting purposes
Update strategies on live positions
Port group maintenance for ongoing account changes
Monitor differences between internal and official NAVS on a daily basis within pre-set tolerances across a wide account universe
Investigate, explain, escalate and resolve NAV differences in a timely manner
Utilize exception management systems to manage account universe, data mapping and break identification
Work with global team to ensure process and support model consistency
Minimum 2 years in the Financial Industry
Knowledge of Aladdin preferred
Excellent time-management, organization and communication skills
Ability to multi-task and prioritize assignments in a fast paced, result driven environment
Strong decision making skills to make well thought out decisions based on the information provided and to obtain further assistance/clarification when necessary
Attention to detail to ensure a high degree of accuracy
Initiative to follow up on outstanding issues – identify what needs to be done and take action
Ability to work in a team environment and build effective relationships with colleagues and external contacts
Working knowledge of fixed income, equity and derivative products
Strong working knowledge of Microsoft office products, SQL knowledge preferred
Bachelor’s degree – Accounting, Finance, Business or Economics preferred
Demonstrated understanding of principles of quality control and data oversight needs

Citi Treasury Investments Analyst Resume Examples & Samples

Support the Asset Allocation team to enhance portfolio strategy and drive allocation decisions for a USD $200 billion securities portfolio
Develop and produce thorough analyses and presentation materials to support and influence senior management decisions
Assist in the monthly creation of Citigroup ALCO materials and coordinate the production process
Work closely with the BOLI Program Manager to support ongoing deliverables for the administration and coordination of reporting for the ICG / Holdings BOLI policies
Assist with ongoing BOLI structuring initiatives and projects
Minimum Bachelor’s degree in a quantitative-focused discipline from a top tier school; Masters or other relevant advanced qualification would be a plus
Expert in the use of Excel/PowerPoint; VBA experience would be a strong positive
Highly analytical background with strong problem solving skills and an ability to rapidly assimilate complex information across a variety of financial disciplines

Analyst, Alternative Investments Resume Examples & Samples

Excellent written & oral communication skills
Possesses good communication & analytical skills
Knowledge of Capital Markets with exposure to Hedge funds/ Private Equity/ Comingo Funds/ Valuation Reporting/ Reconciliations/ Accounting would be an added advantage

Private Investments Risk Analyst Resume Examples & Samples

Strong aptitude for Mathematics, including an excellent understanding of Probability and Statistics
Knowledge of Alternative / Private Investments
Technical ability, including some proficiency with Java, C or comparable languages
Bachelors' Degree in Finance
Experience with additional scripting languages, such as Python
Exposure to the Mathematics of Derivative Pricing

Alternative Investments Risk Analyst Resume Examples & Samples

Conduct Investment risk analysis including performance, attribution, exposure, value-at-risk (VaR), scenario analysis, and stress testing for alternative investments with focus on credit investments and securitized products hedge fund
Work closely with portfolio management teams in developing and refining investment risk models and analytics
Develop and produce customized investment risk reports for portfolio management, senior management, and investors
Assess portfolio risk exposures/limits and escalate issues when risk levels may be inappropriate
Communicate and present risk analysis results to senior risk managers and portfolio managers
Support the FRM Americas in monitoring and reporting Alternative Investments risk related to the US legal entity
Assist the FRM Americas for the Intermediate Holding Company (IHC) requests

CIB Toi-housing Investments Analyst Resume Examples & Samples

Bachelor's Degree in finance, accounting, or economics
Advanced Excel skills preferred with spreadsheet and database experience
Ability to analyze, understand, and identify issues in financial statements
Familiarity with principles of real estate finance a plus
Detail oriented and accurate, with a strong desire to learn and excel
Ability to work independently and interact with different levels of management
Ability to prioritize workload and competing demands for time and attention
Strong Communication skills (written and verbal)

Alternative Investments Analyst Resume Examples & Samples

Transferring product knowledge and expertise by communicating with and educating other departments within Alternative Investment Group (e.g., operations and marketing) in addition to direct financial advisor communication
Job scope includes performing quantitative and qualitative due diligence as well as investment analysis (e.g., financial modeling, benchmarking, risk analysis, etc.) on non-traditional investment products, preparing detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of a complex asset class. The job scope also includes making product recommendations and presentations as appropriate
The Alternative Investments Analyst will play a role in decisions to approve alternative investments for sale to high net worth clients. As part of the process, the Alternative Investments Analyst will decide which funds warrant in depth diligence versus those that do not. The Alternative Investments Anaylst will also play a role in decisions to discontinue offering specific products as well as approval decisions of entire asset classes (with associated whitepapers)
PerTrac/eVestment or other hedge fund databases are a plus

Project Analyst Alternative Investments Resume Examples & Samples

BS in Accounting Preferred
Excellent verbal and written communications skills including experience communicating with various levels of management and external and internal stakeholders
Flexibility to respond to changing business needs and environments
Ability to analyze and interpret accounting information, to evaluate appropriateness, and resolve discepancies
Ability to multitask and work within tight timeframes and deliverable deadlines
Proficiency in MS Office Suite, particularly Excel
Ability to formulate decisions and act upon them
Strong technology apptitude
3-5 hours Investing In You

Analyst, Global Investments Resume Examples & Samples

Investment Policy Compliance: Generate reports, review and highlight issues for investment policy compliance. Understand cash needs and provide schedule to director for taking cash management actions. For example, a compliance report would show the allocation of total assets by investment class. A comparison would be provided showing actual percentage of assets allocated by asset class compared to target allocations with a recommendation to rebalance as necessary such that actual allocations align with targets. For cash management, this position would receive notification of up-coming cash needs and would also monitor trends of historical cash distributions. Based on this information and rebalancing needs, a recommendation would be developed for which class of assets to raise cash
Asset Manager Performance: Manage manager meetings to include – maintenance of annual schedule to ensure fiduciary compliance met, ensure documentation is completed following each meeting, maintain “watch lists” and open items being monitored and classes needing new manager searches. Example of who attends these meetings internal and/or external would be external asset manager team, and internally, team members with primary and secondary “ownership” of particular manager along with optional attendance from remaining asset management team
Perform analytics of asset class valuations and manager performance in different market cycles; Report findings and provide recommendations to refine asset allocation strategies as appropriate
Manage the preparation of all quarterly Asset Management Committee, Asset Advisory Committee, Captive(s) board and other committee meetings requiring a report out of asset investment performance to include: develop agenda, collect and review reporting from custodian and investment consultants for accuracy and areas for highlighting
Provide support as requested for ad hoc analysis on assets under management within the investment team
Provide analytical and operational support for management of captive insurance programs
Support other management routines to ensure strong benefit plan management governance. Such as responding to questions from the Asset Management Committee, the Asset Advisory Committee or the Global Benefits Governance Committee, follow-up with local country committees for reporting requirements into the Global Benefits Governance Committee
Communication - Technical financial information delivered to a diverse group with varying financial acumen in order to drive decisions. Audiences include benefits committees/trustees, unions, external investment managers and vendors
Analysis - Requires astute observations of market cycles, investment manager styles/capabilities, trends. It is a balance of qualitative and quantitative analytics and strategic thinking
Judgment - Most final decisions are made by committee, therefore; this role is most significantly making recommendations. However, they are the final observers such that proper judgment is critical to not missing opportunities

Analyst, Hotel Investments Resume Examples & Samples

Assist in the preparation of asset-level recommendations for senior management
Build and maintain property valuation models using Excel
Produce asset-level reporting on a regular basis
Update and maintain various proprietary databases which track asset-level information to increase the accuracy of portfolio reporting
Assist in the underwriting and due diligence of new hotel investment opportunities
Strong modeling skills (Excel)
High attention to detail in analytical assessments
Flexible attitude with the ability to manage change effectively

Analyst, Alternative Investments Resume Examples & Samples

Good oral and written communication skills are required
Working knowledge of MS Office is required
Knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingo Funds/Valuation Reporting/Reconciliation/Accounting would be preferred
A College or University degree and relevant work experience are preferred
Willingness to work in Shifts is required

Analyst, Alternative Investments Resume Examples & Samples

Ensures day to day deliverables are met. Checklists are to be prepared and submitted to the next level on a daily basis
Bachelor’s degree in related business field or related experience
Previous internship or work experience and exposure to Alternative Investment are preferred
Effective oral and written communication skills are required
Strong analytical and problem solving skills are required
Interest in and some knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingled Funds/Valuation Reporting/Reconciliation/Accounting would be preferred

Analyst, Investments Resume Examples & Samples

Support Acquisition Officers and Asset Managers in the acquisition, financing, asset management, and sales of commercial real estate properties
Perform analysis and underwriting on potential acquisitions
Support Acquisition Officers in the due diligence and closing of awarded transactions
Assist Asset Managers in lease evaluation, credit analysis, and property operations
Contribute to investment memorandums, asset business plans, and budgets
Undergraduate degree in Finance, Business Administration, Economics or Real Estate. Other degrees considered; dependent on experience
Knowledge and understanding of commercial real estate fundamentals
Excellent analytical, written, and verbal skills
Two years of experience working commercial real estate
Proficient in Argus and Excel

Analyst, Private Markets, Investments Resume Examples & Samples

Conduct investment and legal due diligence of current and prospective private equity, private debt and infrastructure funds globally
Communicate due diligence findings with clients and respond to clients’ questions and requests
Conduct systematic research on target markets and sub-asset classes
Formulate and present investment recommendations on target funds to internal investment committee
Organize and participate in meetings with fund managers on an ongoing basis, and write monitoring report on clients’ programs
1-2 years of experience in private market investments, management consulting, equity research or corporate finance in Asia
Good financial markets knowhow. Understanding of the target sub-asset classes is a plus
Strong analytical skills and knowledge of Excel
Excellent written and oral communication skills in English and Chinese
Self-motivated team player, ability to work independently and as a member of a team
Very strong organization and time management capabilities
Ability to work under diversified and inclusive environment

Senior Analyst, Investments Resume Examples & Samples

Bachelor's degree and one to three years investment banking, finance and/or investment management, demonstrated ability to execute detailed financial analysis, communicate effectively within and outside of his/her organization, work well in a team setting and possess strong writing skills
Must be a critical thinker, intellectually curious, detail-oriented, and unafraid to ask questions or give opinions
Must possess strong qualitative judgment as well as quantitative aptitude, must be interested in investing, and must be driven to work hard within a high performance team-oriented environment
Must have a strong personal fit with our non-hierarchical, no ego, intellectually honest, meritocratic culture
Must have ability to work across a number of investments and projects simultaneously, sometimes on tight timelines
Strong technical/quantitative skills with demonstrated ability to execute complex financial analysis
Ability to communicate effectively with senior management and investment professionals
Team orientation and strong interest in supporting the work of a university endowment

Senior Analyst Tactical Direct Investments Resume Examples & Samples

Model, diligence and document current investment strategies and ongoing developments within existing investments
Communicate to existing investors current investment strategies and ongoing developments within existing investments
Involved in developing next generation offerings and timing of their launch, including evaluation of co-investment to determine investor receptiveness to such strategies
Creation of marketing collateral (teaser, investor presentation, PPM, DDQ, FAQ, etc.)
Coordinate with the Client and Consultant Advisor teams and GRA CPMs to ensure co-investment offerings are getting appropriate shelf space with the investment community
Interface with the investor community to present GRA’s co-investment offerings, including summary of the market and competitive landscape, investment strategy, historical transactions, etc
Help coordinate all investor due diligence
Help work with GRA’s in-house and outside counsel on all legal documentation
Help perform quarterly market and portfolio reviews with existing and prospective investors regarding existing co-investments
Coordination of quarterly and annual meetings of co-investments, including material creation, ensuring investor participation, program content, etc
Keep abreast of competitors, how they are positioning against us and how we can best position against them
Excellent modeling skills
2 years of investment modeling experience
Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
Excellent written and oral communication skills and a genuine interest in the subject matter
Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within GRA and across JPMorgan
A strong understanding of global and regional economic forecasts and the ability to interpret them relative to the performance of all products being represented by this team
Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects and consultants
An ability to articulate and discuss co-investment / portfolio and underlying investments
A strong work ethic; results oriented; willing to travel extensively to ensure successful results
The highest ethical values in professional and personal conduct

Analyst, Alternative Investments Resume Examples & Samples

Assists manager and staff in the processing of complex syndicated bank loan trade settlements
Reviews and processes securities associated with complicated legal requirements
Frequently contacts investment managers and all levels of staff to communicate problem resolution
Develops and implements effective internal control procedures and modifies existing process
Assists in special projects as requested and study bank loan team processes and industry initiatives
Process Bank loan transactions for Investment managers including trade input and pending trades
Research, resolve, and respond to any inquiries for Investment Manager and internal areas in a timely manner
Back up team members on the trade processing team. This includes posting trade settlement and pending trade activity
Proactively investigate and resolve any exceptions for their assigned accounts. All issues should be resolved within 2 days of finding the discrepancy
Build long lasting relationships with investment managers in order to assist with our overall dealings, and enhance Northern Trust’s professional image. Bring any issues that may require additional assistance to the attention of the Team Leader or Manager
Make recommendations to improve the operations of the team
Ensure accounts have a trained back up with all information necessary to carry on daily duties while you are out of the office
Be prepared to answer questions on status of your accounts including any outstanding issues or exceptions
Provide open lines of communications to Investment Managers and other internal departments regarding any bank loan inquiries

Investments Analyst Resume Examples & Samples

Coordinate and administer closing process for new loans including collection of fees, review of non-legal documents, lease analysis, data input and effective communication with internal and external clients
Support AVP and Sr. Investment Officer with asset management of existing mortgage loan portfolio including analysis of loan documents, annual operating statements, escrow accounts and other asset management issues
Assist in management of corporate owned real estate properties to maximize return in leasing, operating and sales, working closely with local third-party property managers
Lease analysis, negotiation and recommendation for property leases, evaluation of tenant finish and capital expenditures, verification of leasing commissions for investment real estate properties
Financial analysis of monthly and annual property operating statements and budgets
Special systems and/or reporting projects as assigned
Back up for team members
Assist other investment areas with related real estate issues, as needed

Infrastructure Investments Analyst Resume Examples & Samples

Deal assessment and execution: working with the team to assess and execute project investments. This will include conducting due diligence, financial review, risk assessment, preparation of presentation materials for investment committee, documentation review and negotiation, relative value analysis, etc
Portfolio monitoring: assist in the monitoring of investments in the portfolio
Asset management: Includes follow up activities, financial and operational analysis and reporting to assure that the Fund´s objectives are met
Team player. Responsible for developing and maintaining close relationship with other areas within the Company
Familiarity with project finance structuring and documentation, including construction arrangements and contracts, and off-take / concession contracts
A keen interest in infrastructure investment
Bachelor’s degree in engineering, finance, economics, actuarial sciences, BA/accounting, mathematics/statistics, or a related field; strong academic background
Detail oriented and robust organizational skills
Understanding of basic commercial loan terms and programs, as well as overall capital structuring

Analyst, Investments Resume Examples & Samples

The Analyst will focus primarily on opportunistic corporate-level and direct real estate acquisitions for BSREP in the US
Specific responsibilities include performing complex financial analysis and valuations, conducting market research, assisting with due diligence, writing investment committee memorandum and presenting investment recommendations
The analyst will work closely with junior and senior team members, senior management, Brookfield affiliates (investment professionals from other business areas within Brookfield’s real estate platform) and investors
In addition to working on opportunistic investments for BSREP, the Analyst will gain exposure to other real estate investment strategies through other Brookfield sponsored investment platforms
Brookfield Strategic Real Estate Partners (“BSREP”), is Brookfield’s flagship private real estate fund, continuing Brookfield’s long history of successful real estate investing
The fund targets positions of control or influence in direct property, real estate companies, distressed loans and securities, turnarounds and recapitalizations with a geographic focus on North America, Europe, Brazil and Australia
Bachelor’s degree in Finance, Business or a related field
1 to 3 years of experience in investment banking, M&A, real estate investing, and/or private equity
Exceptional analytical, financial modeling and valuation skills
Attention to detail and ability to learn quickly
Strong personality and the maturity to interact with high-level stakeholders at Brookfield and within portfolio companies with limited supervision
Proficiency in full suite of Microsoft Office products (Excel, PowerPoint, and Word)

Investments Contracting Analyst Resume Examples & Samples

Adhere to documented procedures for ensuring that all agreements and associated documents are reviewed and executed consistent with documented procedures
Incorporate key client plan and investment details in the preparation of agreements, amendments, consents and related documentation pertaining to investing the assets of retirement plans with investment managers, with advice from counsel as appropriate
Prepare documents from the perspective of Willis Towers Watson’s role as a fiduciary on behalf of retirement plans that have delegated to us certain fiduciary responsibilities
Review client plan documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process to confirm they are consistent with TWIS’ delegated authority to implement the portfolio pursuant to the approved investment policy and coordinate the resolution of issues as necessary
Liaise with analysts and consultants in our Implementation, client consulting and manager research teams, as well as with directed trustees and investment managers to drive the process of reviewing and preparing documents for execution and delivery to counterparties
Review and prepare ad hoc agreements for execution as requested by the Implementation team
Build strong relationships internally and collaborate effectively on cross-functional teams
Clearly and confidently communicate with internal and external parties
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Communicate issues to the lead consultant and client team in a timely manner with proactive follow-up as necessary
Deliver high quality work which meets or exceeds client expectations
Manage work according to deadlines
Bachelors’ degree or equivalent experience required
Some ERISA and/or SEC knowledge, particularly as it relates to investment contracting
Experience working in an investment, banking or consulting environment coordinating the preparation of investment-related contracts, or in a corporate legal department or at a legal firm
Effective speaking, writing and presentation skills
Strong service orientation and sense of urgency regarding client needs
Track record of delivering high quality work on time and within budget
Ability to work on own initiative when required, as well as in a team
Ability to comfortably and confidently liaise with people at all levels
Proficiency with Microsoft Word and Outlook. Working knowledge of Adobe Acrobat Pro and MS Excel

Senior Analyst, Alternative Investments Resume Examples & Samples

Undertake all processing and administration relevant to the delivery of custodial services for Fund of Funds
Builds and maintains relationships with external clients and other groups within Northern Trust
Complies with all internal/external controls and procedures related to the execution of deliverables in an accurate and timely manner
Be a team player and assist other team members where necessary
Assist in developing, modifying and implementing effective internal control procedures as well as provide training support to other team members
Processes subscriptions, redemptions, switches, equalization, side pockets, master/feeder, distributions, management fee rebates, third party payments, series collapses/roll ups and transition securities associated with fund of funds. Interprets information regarding different types of securities to ensure accurate processing of security transactions
Ensures all fund documentation is completed accurately and timely in accordance with the prospectus and agreed client service level agreements
Meet all internal and external deadlines for processing dealing, wire payments and system controls
Assists manager and/or staff in the resolution of complex technical processing and daily work volume problems
Investigates and resolves inquiries including out-of-balances and exceptions, communicating solutions to appropriate parties
Monitors, maintains, and controls the security control function and/or all assets held in safekeeping
Investigate discrepancies between the marketplace and internal reporting with accurate and timely resolution. Investigate reported discrepancies with fund accounting records as requested in an accurate and timely manner
Identifies and describes complicated situations involving securities transactions, and brings to the attention of management and systems staff
Identifies a wide variety of problems in work flow and makes recommendations to improve the technical operations of the area
Studies existing systems, recommending solutions to recurring problems
Develops and implements internal control procedures
Communicates with other security operations areas, other fund administrators and investment managers in solving problems and responding to inquiries
Prepares status reports and volume analysis for the unit
Identifies and reports on developing trends
Acts as primary resource on training and cross-training employees
Daily contact with clients and all levels of staff in responding to inquiries
Ensure contact databases are updated regularly with Fund Administrator details and all documentation is current
Carry out any additional tasks as required
Legal structure of funds and regulatory requirements
Understanding of KYC, AML and other compliance knowledge
Fund of Funds product would be helpful
SWIFT/Wire payments and receipts
Imaging systems
Good organization and time management
Ability to multitask and have attention to detail
Good understanding of computers
Experience in securities operations/security transactions and/or fund administration environment

Senior Analyst, Alternative Investments Resume Examples & Samples

Asset set up
Advance payment line
Credit approval
Cash payment
Subscription documentation
Portfolio updates
Communication to target funds based on fund contacts database
Documentation transmission
Additional investments
Switches
Master/Feeder
Administration/NAVs
Distribution of market information
Roll ups
Side pockets
Annual general meetings
Management fee rebates
Equalisation
Redemptions
Units/cash
Lock ups/notice periods
To provide support to the Alternative Asset Team Leader and Department Manager
Attend internal and external meetings with Clients and stakeholder where required
Ensure that procedures are followed and updated regularly
Ensure that controls are adhered to and evidenced daily
To improve processes through tactical and strategic initiatives
To contribute to requirements gathering, testing and implementation phases of any Change projects in which the team is a stakeholder
Exceptional attention to detail and organisational ability
Proven ability to work effectively within strict deadlines
Strong working knowledge of the Alternative Asset Industry, products and operating conventions
Experience gained working within a similar operation

Senior Investments Analyst Resume Examples & Samples

Analyze and report on performance results, attribution, and related data and define relevant information for asset classes including public and private fixed income, commercial mortgage loans, equities and alternative investments
Analyze and interpret data for purpose of determining contributing factors to performance results and comparison to benchmarks for users who must make economic or business decisions
Apply advanced analytical and financial product knowledge and judgment to complex activities
Ensure the integrity of data used for performance reporting and proactively lead or work with cross-functional teams to remedy discrepancies
Evaluate and analyze calculations to ensure accuracy in reported numbers
Work effectively with other departments or divisions to ensure business issues are resolved for the success of the company
Initiate and lead implementation of improvements to efficiency, accuracy, controls, and customer service levels in relation to assigned work, projects or other process enhancements
Lead or participate on project teams
Advanced degree and appropriate professional certifications are strongly preferred (i.e. CFA, FRM, CIPM, etc.)
Five to seven years business experience, including at least four years of experience in the institutional securities industry with performance measurement and/or attribution experience
Thorough knowledge of fixed income products , investment processes, and databases/trading systems
Demonstrated knowledge of investment performance calculations, analysis, and GIPS concepts
Effective verbal and written communication with a variety of audiences including investment professionals and upper management
Ability to independently prioritize and work on multiple projects and assignments simultaneously
Process improvement experience preferred
Very strong customer service skills, with a focus on continuous improvement
Highly developed analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
Advanced skills in Excel. Proficient in Excel VBA programming

Analyst, Investments Resume Examples & Samples

0-2 years of experience in real estate, real estate finance, and/or investment banking
BA or BS in Finance, Real Estate Finance, Accounting, Mathematics, Economics, Statistics or related disciplines preferred from a top-tier university
Strong academic record
Proficiency with Argus, Microsoft Excel, Word, PowerPoint
Strong quantitative and qualitative analytical ability
Self-motivation, determination and initiative in a team environment
Demonstrated high attention to detail
Ability to multi-task effectively in a fast-paced work environment
Review and screen commercial real estate investment opportunities
Assist in the financial analysis and underwriting of potential investments
Developing transaction specific financial models for real estate investments
Periodically revaluate existing assets using discounted cash flow and sales comparable analyses
Research and analysis of market statistics
Assist asset managers in all aspects of portfolio operations including: leasing, developing property budgets and formulating long-term asset strategies
Prepare Investment Committee memorandums and analysis on all new investments and development opportunities
Support the disposition team through all aspects of the transaction process including: preparing investment materials, negotiating purchase and sale contracts, coordinating each sale and closing
Prepare Management Committee and Board presentations

Cleantech & Investments Analyst Resume Examples & Samples

2 years’ work experience, preferably in operations, finance, M&A, or consulting
Demonstrated research and analysis skill
3+ years’ work experience in operations, finance, M&A, or consulting
Experience with Cleantech, especially in the sectors of water, agriculture, or energy
Prior experience supporting M&A process

Investments Analyst Resume Examples & Samples

Prepare comprehensive financial analyses for prospective acquisitions, as well as development opportunities using proprietary Excel models
Conduct market research for investment opportunities, as well as 3rd party management and consulting engagements
Prepare performance reports on a quarterly basis at the property and fund level
Assist in the due diligence and closing process
Intermediate-Advanced Excel modeling skills; proficient in Word and PowerPoint
Strong work ethic, attention to detail, and commitment to meeting deadlines
Outstanding academic credentials (an undergraduate degree in Accounting, Finance or Real Estate is preferred)
Brief cover letter indicating key strengths and reasons for interest in this position

Analyst, Alternative Investments Resume Examples & Samples

Research and update client investments with the correct and most current market value
Respond to inquiries and questions from internal and external partners providing guidance and solutions
Proactively locate required fund statements and tax forms
Actively involved in identifying potential process improvements for current procedures
Work efficiently and effectively under time-sensitive constraints, in a team-oriented environment
Actively participate in department projects and initiatives
Respond to Ad Hoc requests in a timely manner
Knowledge of capital markets with exposure to hedge funds, private equity,
Comingled funds, valuation reporting, reconciliation principles, and finance or
Accounting preferred
Work schedule will be congruent to our Chicago’s office hours (start time will be
6:30am/7:30am depending on Daylight Savings)
Position may require mandatory overtime during peak periods
College degree required with an emphasis in Finance & Accounting preferred

Analyst Debt Investments Resume Examples & Samples

Conducting research and analysis on MDB/DFI debt and related investments, including regular dialogue with internal and external specialists
Monitoring industry trends and development policies
Regularly communicating your views in written and verbal form
Explaining dynamics of development finance institutions and impact angle
Leveraging your industry network and knowledge to evaluate market opportunity / outlook
Supporting internal education initiatives for client advisors
Regular interaction with clients including Ultra High Net Worth and Family Office clients
Contributing to UBS' goal of mainstreaming impact investing with focus on MDB/DFI debt

Analyst, Alternative Investments Resume Examples & Samples

A College or University degree and relevant work experience are preferred. Willingness to work in Shifts is required
Good oral and written communication skills are preferred
Working knowledge of MS Office is strongly preferred

Senior Analyst, Alternative Investments Resume Examples & Samples

Processes payment instructions received via authenticated wire systems
Demonstrates knowledge of market rules to identify trades that could cause potential issues for income collections and work with internal partners to ensure such issues are resolved
A College or University degree and/or some relevant work experience is preferred Related Industry qualification / or studying towards, is preferred

Investments Senior Analyst Resume Examples & Samples

Work directly for the Senior Director of Investments to evaluate and underwrite potential core, value-add and opportunistic real estate acquisitions and development opportunities on behalf of the firm
Perform complex financial analyses, including development of cash flow projections, operating pro formas, and valuation models utilizing Argus and Excel
Assist with managing the due diligence process, including the review and analysis of leases, operating information, legal documentation, and other investment-related information
Review and analyze investment offering materials, and gather and evaluate economic and market data
Assist with preparation of investment memoranda to be presented to the firm’s Investment Committee and investors
Assist in various ad hoc projects that arise
Minimum of 1-3 years of experience in commercial real estate, preferably in an acquisitions, investment analysis or investment sales role
Experience with office and industrial real estate is preferred; experience with lab a plus
Advanced proficiency in Excel, Argus, Word and PowerPoint are required
Strong financial and analytical ability with solid organizational skills, ability to multi-task, and attention to detail; highly developed verbal and written communication skills are required
Ability to work independently and as part of a team. Strong work ethic, integrity and drive are essential candidate qualities. Candidate must also possess solid leadership capabilities, an enthusiastic attitude, and a confident personality