Analyst, Solutions Resume Samples
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Analyst, Solutions Resume Samples
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CC
C Cronin
Celine
Cronin
31213 Feeney Route
Dallas
TX
+1 (555) 753 7909
31213 Feeney Route
Dallas
TX
Phone
p
+1 (555) 753 7909
Experience
Experience
Los Angeles, CA
Analyst, Client Solutions
Los Angeles, CA
Feil-Bartell
Los Angeles, CA
Analyst, Client Solutions
- Working in a multi-labor work environment that includes internal and out-sourced resources is a plus
- Management of 3rd party service providers in application and project delivery (on and off-shore)
- Responsible to create detailed User Acceptance Test plans, organize and conduct User Acceptance Testing and Training activities, and to ensure successful delivery and deployment of high quality technology solutions with high rates of user adoption
- Knowledge and practical application of the software development Life Cycle (SDLC), Agile and scrum project management with industry standard best practice methodologies
- Responsible to provide domain expertise to solution partners during the project life cycle to ensure developed solutions align with strategic business roadmaps
- 4+ years working with 3rd party service providers and offshore / virtual teams
- Identification of process inefficiencies and improvements, with a high proficiency in process re-engineering, process modeling and alignment with business strategy
Phoenix, AZ
Analyst, Workplace Solutions
Phoenix, AZ
Trantow and Sons
Phoenix, AZ
Analyst, Workplace Solutions
- Assist clients in the development of facilities business plan initiatives
- Manage project work in a timely cost effective manner meeting client, departmental and company objectives
- Provide environmental and ergonomic analysis and solutions through evaluation, research, consultation and implementation of action plans
- Responsible for developing and tracking Capital and Operations & Maintenance budget and forecasts
- Provide 24/365 on-call response for all emergencies affecting Regional facilities
- Maintain services and facilities to provide quality support for corporate and regional business units
- Responsible for the direction, supervision, training, motivation and performance of contracted resources
present
New York, NY
Analyst, Complex Asset Solutions
New York, NY
Mraz, Walter and Roob
present
New York, NY
Analyst, Complex Asset Solutions
present
- Programming familiarity, e.g. C++/VBA/Python a plus
- Working knowledge Python C++, Java, VBA
- Drafting reports with in-depth discussions on the thought process behind the value conclusions
- Working as part of a team to provide a wide range of advisory services, including pricing, and portfolio analytics
- Drafting of reports and summaries of analysis, presenting sensitivity analysis in various manners
- Assist with development of technical reports, client focused marketing materials and presentations
- An Analyst in Complex Asset Solutions analyzes consumer loans and various asset-backed investments in whole loan form, participations, and in structured finance vehicles
Education
Education
Bachelor’s Degree in Engineering
Bachelor’s Degree in Engineering
University of Kentucky
Bachelor’s Degree in Engineering
Skills
Skills
- Detail oriented
- Excellent skills in Microsoft Office Suite and other technologies
- Ability to multi-task
- Resilient when faced with situations of stress, high volume and manage several priorities
- Manager or similar role
- 2+ years experience as a financial services CSA, Administrative Manager, Operations
- 2+ years experience as a financial services CSA, Administrative Manager, Operations Manager or similar role
15 Analyst, Solutions resume templates
Read our complete resume writing guides
1
Imd, Pwm, Markets Solutions Group, Analyst Resume Examples & Samples
- Identify FX & Rates market opportunities for clients to generate profits or hedge associated risks, keeping in mind client’s risk appetite and investment objectives
- Understand and be able to learn how to execute FX spot, forwards and swaps, as well as price and model structured products for clients with training
- Produce presentations and marketing material on FX & Rates products/ themes etc
- Working alongside senior members of the team to initiate new ideas and ways to improve our FX & Rates business
- Work closely with trading, sales, operations, compliance and internal clients to resolve any FX & Rates trade related queries or issues
- Work closely with other team members, management and global counterparts to continually improve the FX & rates platform/ derivative flow product/ idea generation/ execution and booking process
- University Degree holder
- Strong team player with ability to work under a fast-changing, quick-paced environment
- Ability to multitask and the prioritize tasks sensibly to achieve greatest efficiency and effectiveness
- Excellent interpersonal skills and the ability to forge strong relationships with internal and external personnel
- OTC Derivative Drafting and/or knowledge of Derivative products an advantage
- Cantonese and Mandarin language skills beneficial
2
Client Solutions Risk Analyst Resume Examples & Samples
- Performing control assessment activities
- Enriching, analyzing and reporting risk events
- Supporting risk tools strategy
- Managing relationship with onshore clients
3
Analyst, Solutions Resume Examples & Samples
- Involved in solving challenging business problems using creative solutions utilizing a variety of technologies
- Will have the opportunity to work on significant projects that will expand their knowledge and skills, as well as benefit BlackRock
- Responsible for maintenance and support of our existing models, applications, and processes and suggesting improvement ideas
- In addition, they may play important roles designing and implementing new tools and processes
- Develops models using C++, Java, and Perl and makes extensive use of distributed computing to enable us to perform over 20 million risk calculations nightly
- Prior Experience of 1-3 years in the Software development using C++
- Exposure to Financial Industry is a plus
- A bachelor’s degree in Engineering from a reputed institute a must
- Strong quantitative skills a must
- C# / .Net / Java
- Excel based financial modelling using VBA a plus
- Strong object oriented programming concepts
4
Client Solutions Risk Analyst Resume Examples & Samples
- Managing access for business systems and applications (reviewing&approving)
- Acting as initial point of contacts for a set of business applications
- Managing overall application security compliance covering confidentiality, integrity and records management
- Collaborating with the respective technical application owners regarding information security requirements
- Ensuring that records retention and archiving requirements for applications are implemented as set out by the Business
- Maintaining application classification
5
Analyst, Assessment Solutions Resume Examples & Samples
- Provide data-driven commercial analysis to measure business progress and identify new opportunities
- Define and develop BI reports / dashboards for the most relevant and important key performance indicators (KPIs), interfacing with business leaders to understand details of particular roles, functions, markets, products, etc., and translate to the design
- Execute ad hoc analysis of specific commercial issues/questions in support of new product development/launch, strategic planning, M&A due diligence, or other business priorities
- Develop and maintain the daily, weekly, monthly, etc., performance reporting of the overall Assessment Solutions business
- Utilize advanced statistical analysis methods for predictive modeling and optimization projects
- Actively participate in management and executive management meetings, articulating analytical process and key findings in a manner that enables, improves and accelerates decision making
- Multitask to balance multiple projects at various stages of planning/execution
- 6+ years of work experience in an analytics role
- Experience with enterprise data management and/or business intelligence platforms such as Cognos, Business Objects or OBIEE
- Comfortable and effective when interfacing with all levels of a large organization
- Proven ability to understand business problems and translate to research initiatives
- Strong time management and prioritization skills with ability to manage multiple projects simultaneously
6
Solutions Quality Analyst Resume Examples & Samples
- Engages with project/program partners on testing the performance of the solution for all releases
- Perform end to end defect management process. Provide ETA and get closure on defects
- Researches future test automation capabilities, and proactively drives continuous improvements to test automation (TA) standard processes, test coverage, test script quality/maintenance, test execution, and overall test automation
- Evaluates and recommends solutions to support test automation frameworks, manual and regression testing in multiple customer environments
- Designs, develops and optimizes automated test suites with reusability capabilities
- Evaluates and promotes the business value of test automation. Increases the ROI on test automation by having improved test automation effectiveness/efficiency and/or more effective use of test automation
- Works with multiple Scrum teams, vendors, Product Owners, architects and team members to complement and complete the development process with high quality output
- Escalates TA issues to the partnering teams and helps resolve issues faced by the team, acting as first level support for TA in the team
- Leads audit and reviews test cases and test automation scripts standards to ensure quality deliverables
- Guides less experienced members of the team members in the quality engineering aspects
- Bachelor's degree in Engineering/Science in Computer Science or Information Technology/Systems
- At least 3 years of professional IT or Quality experience
- Strong knowledge of software development life cycle, software testing techniques, test methodologies and framework, strong coding/scripting instincts, as test automation is more similar to developing code
- Strong software logic design, analytical/analysis and problem solving skills
- Scripting and programming skills (JAVA*, XML, ASP*, Microsoft web technologies using ASP and Microsoft* .NET* technologies)
- Proven experience with test acceptance driven development process and supporting Quality process and tool experience
- Ability to envision and plan for test automation for the applications transitioned, have influential skills to project test automation to newer applications
- Stewards Test Automation Development Standards and Processes
- Great exposure to web based UI, business intelligence analytics, native, hybrid and mobile web applications related testing
- English skills at an intermediate to advanced level (both written and spoken)
7
Analyst Tactical Solutions Resume Examples & Samples
- Work with project managers, technical leads, business owners and analysts globally through the whole SDLC, understanding systems requirements, designing and writing code, testing and QA, and clearly documenting the development process
- Re-engineer existing spreadsheets built by business users to achieve efficiencies and eliminate risk
- Understand and support existing spreadsheet applications, and resolve operations issues while working with other support team staff located across the globe
- Provide primary production support for Asia Pacific Region
8
Analyst Aladdin Solutions Center Resume Examples & Samples
- Setting up and maintaining Portfolios on Aladdin
- Maintaining Counterparty Setups including Broker desks and Settlement Instructions
- Processing Issuer Setups and Changes (involves communication with other areas of BRS )
- Setting up scanned signatures for Traders and Operations personnel into Aladdin
- Preparing Quarterly SLA’s for external Aladdin Clients
- Work with high levels of accuracy and follow compliance rules
- Participate in cross training efforts
- Strong computer skills are required, and an understanding of relational database concepts. SQL is a plus
- Excellent organizational skills; extremely detail oriented
- Graduates with a strong academic background in a variety of analytical, financial, and technical degrees including, but not limited to: Finance, Engineering, Computer Science, Math, Physics, or Statistics
9
Analyst Institutional Solutions Group Resume Examples & Samples
- 1 or 2 years Investment Banking experience, with exposure to ECM, Corporate Derivatives and DCM product range (at origination level). Additional Wealth Management experience would be ideal to interact with WM Client Advisors
- Insight into one of the core target markets (ideally Mexico) UHNW target population
- Bilingual in Spanish and English (knowledge of French and Italian also valuable)
- Experience in origination support (navigating internal teams and resources, setting up pitch materials, conducting target client pre screening and profiling)
- Strong personal skills are needed for the origination effort, combined with capacity to prioritise and organise numerous projects running simultaneously and the ability to learn quickly about new products and transactions being marketed
10
Private Bank Solutions Group Analyst Resume Examples & Samples
- Coordinate and lead team members of your Region/Complex/Branch to ensure adherence to all Private Bank operations and administrative procedures
- Oversee Private Bank systems (e.g. iCRM, G+, CDS, OES, iMRS, etc.) to ensure information is up to date with key client info
- Educate clients, CSAs and FAs on account services and capabilities (e.g., Statements, Online Services, Lending Opportunities). Train and monitor CSAs that educate clients on Private Bank account services and capabilities
- Prioritize account service requests and review daily reports and alerts so they can be appropriately delegated or processed. Monitor that all requests/alerts are completed
- Oversee the client on-boarding process (set up new accounts and collect appropriate setup documentation)
- Support PBSG Advisors and Financial Advisors as needed in client relationship building and business development activities
- Ensure all client meeting materials as it pertains to the Private Bank are prepared and professional
- Oversee and/or input client data into Private Bank tools for review by PBSG Advisors
- Input orders within appropriate system and complete associated paperwork, if registered
- Partner with PBSG Advisors in the development of a repeatable and scalable client service matrix
- Support PBSG Advisors, as needed, in the development of a team business plan, identifying client opportunities and book segmentation as it pertains to the Private Bank
- Assist and manage with statistical information/reporting required by management
- Manage the use of the Private Bank technology (iMRS) and use the PB tools efficiently
- Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to PBSG Advisor
- Lead and participate in the development of CSAs on the Region/Complex/Branch team (e.g., coach and educate on Private Bank established processes, policies and technologies, etc.)
- Assist with on-boarding new members to the team
- 2+ years experience as a financial services CSA, Administrative Manager, Operations Manager or similar role
11
Catalogue Solutions & Systems Analyst Resume Examples & Samples
- Undertake systems administrator duties for all software solutions, ensuring their upkeep and maintenance, thereby maximising productivity for the eCatalogue team
- Act as the focal point for co-ordinating software development activities that will enhance the range of service offerings for new and existing clients
- Provide subject matter expertise in the support of Pre-Sales activity, including customer presentations and engagement
- Provide technical support in specific new initiatives and projects within the eCatalgue team, including data collection, cleansing and conversion
- Maintain management reporting information for user problem resolution and manage the supporting escalation process with relevant software providers
- Support production of catalogues during page build and publication
- Responsible for rapid implementation changes and upgrades across live and test environments
- Support relationship with third party suppliers
- Possible occasional travel within UK, Europe
- A proven track record gained within a technical/studio/service environment
- Experience of catalogue production solutions e.g. Stibo and STEP
- Experience of system support administration
- Can demonstrate a good understanding of print production and warehousing techniques
- Ability to explain complicated technical concepts to other people with varying levels of technical knowledge/understanding
- Strong communication skills at all levels and to a varied audience (internal, clients) – written, verbal, listening
- Strong organisational skills – able to prioritise, multi-task and deliver to deadlines
- Ability to work from own initiative, or as part of a team
- Good problem solving/analytical skills
- Flexible and able to cope under pressure
- Educated to GCSE level or equivalent
- Desirable – further study and qualification in related subject area
12
Analyst, Discretionary Portfolio Solutions Resume Examples & Samples
- Provide analytical support to BI DIM models
- Ensure BI models reflect current house view and carry out analysis to ensure they are within given parameters for each risk profile
- Produce fact sheets for the DIM models and supporting analysis/commentary on performance
- Provide input into default/recommended products where appropriate
- Write quarterly market commentary/client letters and provide input into quarterly discretionary newsletter
- Maintain an understanding of RBC investment products and approved strategies
- Timely and accurate production of BI model performance data on a regular basis
- Be able to articulate BI DIM’s investment philosophy and approach to portfolio construction
- Provide enhanced analytics on product type, style, quant characteristics in portfolio construction to ensure optimal portfolio solution in keeping with client’s overall investment objective and risk profile
- Ensure content relating to BI models and investment performance on investment centre/RBC connect is accurate and correct
- Minimum QCF qualification at Level 4
- Good knowledge of financial markets and the investment management industry
- Understanding and experience of Modern Portfolio theory and portfolio optimisation techniques
- Portfolio construction skills
- Extensive and strong working knowledge of MS Office software, VBA programming and advanced formula experience
- Familiarity with 3rd party software packages (Zephyr, Morningstar, Mercer)
- Demonstrate the ability to make informed investment decisions
13
Ficc Solutions Group, Analyst Resume Examples & Samples
- Good judgment and risk management
- Creative and strategic thinker with scope to learn fixed income derivatives
- Strong client facing and presentation skills
14
Alternative Solutions Portfolio Analyst Resume Examples & Samples
- Work with administrator for portfolio transactions for fund of funds
- Prepare monthly reports for oversight committees
- Prepare monthly fund performance reports with commentary for marketing materials
- Prepare ad hoc reports as necessary
- 3 years of relevant experience with hedge funds
- Strong communication skills and ability to generate detailed reports and presentations
- Knowledge of various hedge fund investment strategies a positive
- Strong analytical skills, accounting and transactional experience
- Demonstrated ability to work both independently and as part of a team
15
Private Bank Solutions Group Analyst Resume Examples & Samples
- 2+ years experience as a financial services CSA, Administrative Manager, Operations
- Manager or similar role
- Must speak fluent Spanish
- Series 7 and 66 a plus but not required
- Bachelor's degree or equivalent work experience a plus
- Resilient when faced with situations of stress, high volume and manage several priorities
- Excellent skills in Microsoft Office Suite and other technologies
16
Analyst, Visa Performance Solutions Resume Examples & Samples
- Complete consulting engagements with other team members, including participating in interviews, analyzing confidential client data, and summarizing key findings
- Responsible for completing detailed analysis on client data and identifying preliminary trends and themes in the data
- Develop client-specific presentations which address executive’s needs and deliver presentations to clients and internal Visa partners
- Create custom analytics to solve client’s needs across functional areas including risk, marketing, and operational areas
17
Client Solutions Group Analyst Resume Examples & Samples
- Provide backup support for tools that support Client Account Opening, Pre-Period Client reviews and Lending Past Due Obligations
- Partner with Technology to proactively identify and track system fixes and enhancements for internal sales and CRM applications. Assist with building business requirements and conducting user acceptance testing for InView, OneSource and OS CRM applications
- Provide support/training to banker teams on the use of InView and CRM. Give demos to internal colleagues, prepare guides to assist users
- Build tools using MS Access, Excel and Share Point to improve business and reporting processes
- 2+ years related work or internship experience
- Strong analysis skills and knowledge of relational databases
- Experience working with technology teams and user training
- Familiarity with CPB and Citi processes is a plus
- Candidate must be a self-starter and be able to operate independently without day to day supervision
- Excellent time management and project delivery skills, Must be able to multi-task
- Team player and be able to leverage required resources in the organization
- Strong attention to detail is critical
- Strong technical skills - MS Office - particularly MS Access, Power Point and Excel, Adobe Photoshop, SharePoint
- Understanding of relational databases and basic SQL
18
Analyst Solutions Resume Examples & Samples
- Assist with quantitative analysis of market developments in support of client engagements
- Help resolve and address ad hoc and bespoke client requests
- Support ongoing client servicing e.g. quarterly client reporting, performance attribution, risk analysis, pricing, analytics, counterparty risk exposure, funding ratios, currency overlays
- Generate portfolio analytics for external and internal partners
- Assist in the provision and maintenance of client and portfolio information to support the development of the business
- Demonstrated record of academic achievement and leadership
- Strong critical thinking and problem solving abilities
- Keen interest in financial markets and ability to comprehend impact of market events
- Strong quantitative skills and familiarity with Excel and PowerPoint
- Superior organizational skills and ability to perform under pressure to meet tight deadlines
19
Analyst Solutions Analytics Market Analytics Resume Examples & Samples
- Develop deep understanding of financial modeling theory and techniques & develop subject-matter-expertise in analysis of fixed-income products, specifically mortgage and asset backed securities (MBS & ABS)
- Interact with the Financial Modeling Group and play an active role in the coordinating analytics releases, ranging from testing and validating new models and analytics, developing deployment plans, creating documentation on the changes, and communicating and explaining new capabilities to the internal and external client base
- Regularly follow global markets to understand how macro factors and industry changes affect modeling, analytics, and investment decisions and help guide our analytics agenda accordingly
- Help improve and document our analytic models and processes for external clients
- 1-2 years of experience with fixed-income products and markets
- Bachelors or Master’s degree in an quantitative/financial discipline from a top university
- Strong quantitative skills is a must
- Strong interest in both technology and analytics is a must
- Be able to work and deliver under minimal supervision/independently
20
Workflow Solutions Metric Analyst Resume Examples & Samples
- Support the Sales and Operations Planning function with Data reporting and analysis
- Support functional reporting requirements and drive continued improvements in automating reporting and analysis
- Pulling of reports from various sources including, but, not limited to: SAP, BI, BO, Oracle, Channel Insight, Salesforce.com and other business reporting tools
- Preparation and distribution of various monthly reports as needed by the region
- Creation and maintenance of KPI reports
- Perform Sales Forecasting
- Identify areas of concern and work with teams to develop corrective actions
- Support IT transformation projects and modify existing models and reporting systems as ERP systems change
- Support Acquisitions
- A minimum degree in commerce/ economics/ integrated supply chain (equivalent of Bachelor’s degree)
- End user knowledge for ERP systems like SAP, Oracle, Business Objects, BI and Hyperion Financial Management is desirable
- Expert in MS Office Tools (Excel, Access and Power point)
- Fluent in English (verbal and written communication)
- Strong analytical skills, including the ability to think differently about the data which may lead to less obvious conclusions
- Ability to work under strict deadlines and balancing workload demands
- Self-starter and self-finisher with high energy level
- Challenges the status quo and proactively identifies opportunities for improvement
- Quickly adapts to changing circumstances
- Ability to learn key business drivers and metrics for multiple functions
- Demonstrated capability of managing multiple, concurrent tasks
- Excellent Data Mining skills
- Experience working with Salesforce.com data a plus
21
Solutions Quality Analyst Resume Examples & Samples
- Engage and collaborate with FIS System Analysts to understand the business processes and applications, work on application training and knowledge transition. Understand how the end-to-end business process flow integrates into the Software Testing process
- Participate in the walkthrough of manual test cases, determine feasibility of automation via TA (Test Automation) assessment, prepare the TA design documentation and develop the timeline estimation
- Design, develop and maintain reliable high-quality manual and automated test cases for cross functional applications as per the defined framework to gain efficiencies through reusability capabilities, test coverage and increased productivity while ensuring data integrity and consistency
- Engage with Systems Analysts/Application Developers to debug and resolve test discrepancies/defects found during any regression testing
- Conduct / participate in peer reviews and code inspections of test automation designs and development to ensure quality deliverables
- Collaborate with TA Architect to design and develop a centralized test reuse repository that incorporates the Lights Out, Keyword, and flexi-batch approaches to maximize the reusability of the automated test scripts
- Pro-actively drive continuous improvement to Test Automation standard processes, test coverage, test script quality/maintenance, test execution, and overall test automation
- Collaborate on TA best practices and disciplines in TA standard/quality. Be a mentor /coach and provide guidance or training to less experienced TA Engineers/partners as needed
- Evaluate and promote the business value on test automation. Drive increased ROI on test automation by having improved test automation effectiveness/efficiency and/or better use of test automation
- Possess strong knowledge of software development life cycle and coding/scripting instincts, as test automation is similar to developing code
- Have strong testing skills and the ability to understand and execute test cases by collaborating with the project teams
- Have the ability to envision and plan for test automation for applications that have been transitioned
- Must be willing and able to work at the code level when developing test scripts and have technical knowledge of the following
22
Analyst, Complex Asset Solutions Resume Examples & Samples
- Assist team assigned to value financial derivatives, complex corporate securities and analyzing equity/debt/commodities financial market data and history using time series analysis, Monte Carlo simulation, multivariate statistics, and other quantitative techniques
- Assist team assigned to develop, modify, test, optimize and implement derivatives valuation models and strategies
- Estimate probability distributions, volatilities and correlations
- Assist senior staff with statistical and analytic support to address complex financial structures
- Drafting reports with in-depth discussions on the thought process behind the value conclusions
23
Analyst, Complex Asset Solutions Resume Examples & Samples
- An Analyst in Complex Asset Solutions analyzes consumer loans and various asset-backed investments in whole loan form, participations, and in structured finance vehicles
- Assisting team Directors and others in staff in analyzing loan pools, loan originators, and loan servicing operations across consumer lending, both direct lending (P2P) and traditional brick and mortar, residential and commercial, SME lending
- Position will develop skills in analyzing borrower and loan characteristic influences on cash flow and valuation
- Working as part of a team to provide a wide range of advisory services, including pricing, and portfolio analytics
24
Analyst, Platform Solutions Resume Examples & Samples
- Assist in guiding clients to execute and oversee day-to-day yield management across all campaigns and supply sources, including performance monitoring, identifying and implementing enhancements, issue identification and escalation
- Monitor and manage all aspects of top tier client performance, actively teaching clients how to best drive their business goals via the TerminalOne technology
- Establish a consistent and collaborative MediaMath presence and act as the primary point of contact for assigned clients; escalate, track and solve client issues
- Become resident expert at using TerminalOne, MediaMath’s media trading platform
- Provide inputs and thought leadership around campaign design, including requirements for success and optimal use of TerminalOne to achieve client goals
- Implement and launch campaigns on TerminalOne to ensure alignment with all requirements, constraints, and objectives
- Establish a positive working relationship with clients
- Partner with clients to understand end clients’ business goals, marketing objectives, and competitive constraints
- Assist in the design and champion innovative, sophisticated strategies and media tactics that uniquely deliver against end-client goals and enable agency partners to deliver exceptional value to their clients
- Internal reporting to team of marketplace learnings and client requests to inform product development
- Build upon internal KnowledgeBase of TerminalOne best practices
- Assist in on-site and remote client strategy and status meetings
- Understanding the online media marketplace: who is our competition: what is their approach and value proposition?
- Contribute to weekly, monthly, and annual client insights and strategy reports
- Other responsibilities, as may be required, such as: conference attendance, industry event attendance, and other substantive activities as we may decide
- 1-3 years of experience in online advertising account management, marketing consulting and/or brand management or yield optimisation
- Knowledge of the online media business and underlying technology and research
- Strong analytical skills. Must be comfortable with MS Excel, data analysis, and internet technologies
- Effective time management skills – ability to prioritise and meet deadlines
- Diligent work ethic. Must be self-motivated and able to take the initiative to get the job done
- Strong consultative sales skills, personable, charismatic
- Must be able to travel 10-20% of the time (frequent day trips, semi-regular overnights might be required)
- Fluent in English and Japanese languages
25
Solutions / Capabilities Analyst Resume Examples & Samples
- Conducts technology assessments and integration processes
- Provides and supports a prototype capability and/or evaluation of prototype utility
- Identify cyber capabilities and strategies for custom hardware and software development based on mission requirements
- Researches and evaluates all available technologies and standards to meet customer requirements relative to security training
- Researches current technology to understand capabilities of required system or network in support of training activities
- Maintains awareness of new and emerging technologies related to security awareness training
- Knowledge of systems and COTS integration
- Ability to perform cost/benefit analysis
- Ability to recommend technologies for data management, security education, and phishing campaigns
- Ability to develop security metrics relative to compliance objectives
- Ability to work cooperatively with IT professionals and content producers
- Experience with deployment of training systems for large enterprises
- Experience with cyber security development projects and programs for U.S. Government and/or commercial clients
- Knowledge of LMS
- Experience building go-to-market strategies, including pricing and service delivery
26
Analyst, Alternate Solutions Group Resume Examples & Samples
- Innovation and agility of a successful FinTech firm
- Quality execution capabilities and deep resources of the Capital Markets
- Consumer confidence of a trusted and secure Canadian bank
- Support in the development of ASG’s business strategies and plans to enable ASG to deliver on its mandate, goals and objectives
- Establish and maintain deep relationships and provide exceptional service and support to all existing and prospective ASG clients
- Perform extensive data analytics on ASG businesses and ASG client data. Identify, analyze, and interpret trends or patterns in complex data sets and provide senior management with recommendations on growth opportunities and business initiatives
- Produce high-quality, pitch books and marketing collateral for ASG product suite
- Provide regular updates to ASG clients with regards to business performance
- Develop in-depth understanding of ASG product suite to effectively present to clients on a regular basis (i.e. client presentations, conference calls, one-on-one meetings)
- Maintain extremely high productivity levels with an emphasis on effective time management and accuracy
- Maintain strong awareness of trends, competitive solutions, client needs and regulatory considerations
- Assist in the execution of all aspects of the group’s initiatives including ad-hoc projects and presentations for the management team
- University degree in finance, economics, mathematics with a business related specialization preferred
- Working towards CFA or other professional designation is considered an asset
- Relevant experience in a Capital Markets Role with a proven track record of results highlighting strong research, analytical and problem-solving skills to understand, explain, and resolve complex business issues
- Strong overall knowledge of Capital Markets with sufficient knowledge of the financial services industry / regulatory environment to interpret and analyze complex issues, as well as identify and develop innovative opportunities
- Strong understanding and working experience in precious metals
- Excellent analytical and intellectual capabilities with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Ability to draft comprehensive presentations using advanced frameworks in PowerPoint, Excel and Word. A high level of familiarity with Excel is required for this role
- Exceptional organizational skills and attention to detail is required
- Ability to multi-task in a fast-paced, results oriented work environment with excellent time management and organizational skills to manage multiple projects/responsibilities simultaneously
- Client service driven individual that consistently delivers results and drives towards goals with energy and enthusiasm
- Exceptional interpersonal and communication skills sufficient to provide comprehensive support across all ASG product lines
- Ability to prioritize tasks and create a focus around what is strategically important
- Strong financial modeling skills, including ability to use programming languages (such as VBA, Python, Java, etc.) for data analytics
- Ability to acquire knowledge quickly to demonstrate competence and immediately add value
- Promotes a culture of teamwork with a personal drive to exceed expectations
27
Analyst, Complex Asset Solutions Resume Examples & Samples
- Valuation of financial derivatives, structured products across the fixed income and commodity space
- Analyze equity/debt/commodities financial market data and history using time series analysis, Monte Carlo simulation, multivariate statistics, and other quantitative techniques
- Develop, modify, test, optimize and implement derivatives valuation models and strategies
- Research and develop consistent market risk measurements for derivatives and underlying securities
- Develop risk analytic models for market, credit, operational risk
- Calibration of models and estimation of parameters from market-implied and historical data
- Assist with development of technical reports, client focused marketing materials and presentations
- Assist with periodic valuation and risk advisory tasks and processes
28
Solutions Quality Analyst Resume Examples & Samples
- Knowledge on Rally
- Experience in Fitnesse
- General purpose programming languages including but not limited to: Java, C/C++, C#
29
Analyst, Investor Solutions Group Resume Examples & Samples
- Draft, maintain and update fund-specific marketing and due diligence materials and exhibits, including Placement Memoranda, pitch books, due diligence questionnaires, and investor-specific due diligence materials
- Work with ISG and MIRA fund teams to respond to investors' qualitative and quantitative due diligence questions and questionnaires (RFP's)
- Work closely with MIRA legal, finance, and compliance teams to ensure that marketing and due diligence materials are accurate and approved in accordance with firm's policies and procedures
- Research data, anecdotes and illustrations to draft internal documents on MIRA investment process, themes, and case studies
- Track overall capital raising progress
- Coordinate investor meetings
- Minimum two years' experience in private equity or investment banking preferably with experience in real estate or energy sector
- Ability to work both independently and in a large team setting
- Ability to manage multiple projects simultaneously in a high pressure environment
- Strong writing and analytical skills and a strong understanding of financial markets
- Dedication to providing exceptional client service
- Series 7 and 63 license preferred, or ability to obtain in a short time frame
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Midas Solutions Statit Analyst Resume Examples & Samples
- Organization and time management skills
- Ability to function effectively on a work team
- Knowledge of Microsoft Office products
- Ability to establish effective, professional working relationships with clients and co-workers
- Experience in one or more of the following
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Solutions Portfolio Management Analyst Resume Examples & Samples
- Liaison with internal teams (portfolio construction, legal, financial operations, product) based in US and Asia to ensure internal and external deadlines are met
- Review reports and presentations in advance of client meetings
- Attendance at meetings with Institutional clients and prospects alongside the Solutions Portfolio Manager
- Develop relationships with members of the clients/prospects internal teams
- Assist with completion of RFPs for prospective clients in Australian and broader Asia region
- Assist with onboarding of new client portfolios (particularly around legal and operational points)
- Manage operational aspects for client portfolios – liaise with internal teams overseas, clients custodian, trustee, administrator ensuring that trades, cash payments are completed within agreed timeframes
- Prepare Prop Paks for clients and prospects using proprietary tools
- Assist with preparation of annual reporting requirements for Australian Super Funds
- Meet with Investment managers (predominantly – hedge fund managers) to understand their funds and strategies
- Keep abreast of manager performance and strategies and be able to assist the Solutions Portfolio Managers in conveying this information
- Review industry material and prepare commentary for clients specific to their needs
- Attend industry events, network with industry professionals etc
- Degree in Commerce, Economics, Business or related discipline
- Preferred: partial completion of CFA or CAIA
- Minimum of 3 years in funds management/investment consulting
- Experience in alternative investments preferential but not essential
- High level of interest in alternative investments and keen to increase knowledge about this space
- Strong communication skills are essential. Able to build and develop relationships with both internal stake holders and external clients and prospects
- Strong client focus and commitment to delivering results
- Ability to multi-task and manage in a fast-paced, dynamic environment
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PWM, Market Solutions Group, Wmp-analyst Resume Examples & Samples
- Timely bookings of FX spot/ forward/ option / structured note trades & the subsequent life cycle events management
- Assist with recaps and bookings of fixed income cash bond trades
- Document allocations of bond new issues and handle the related communication e.g. prospectus circulation
- Play a key gatekeeper function, ensuring all orders received have been properly executed, booked and recorded
- Uphold regulatory control and compliance standards, identify potential gaps
- Become a subject matter expertise of the different booking systems and to take the lead in resolving issues that may arise
- Coordinate the effort in obtaining pre-trade approvals for OTC structures
- Maintain Trade Blotters and track revenue for the fixed income, FX, rates and commodities brokerage business
- Be proactive in revenue reconciliation and work closely with the controllers team to resolve on discrepancies
- Perform revenue analysis and generate regular management reports
- Assist in the preparation of marketing, products training materials and work closely with Compliance to ensure content is in line with the external distribution guideline
- Handle queries & general requests from the PWM Teams, Operations etc
- Take the lead in process streamlining projects other counterparts and management teams
- Ability to work in a fast-paced environment within a team-oriented structure
- 1-2 years of experience, preferably within either a Global Markets, IBD or Private Banking Division
- Ability to work and think clearly under pressure
- Excellent analytical, communication, and interpersonal skills
- Knowledge of Microsoft Office software (Outlook, Excel, Word, Powerpoint)
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Analyst, Client Solutions Resume Examples & Samples
- Gather requirements from the client to support new functionality and changes to the HR, Time & Attendance, Payroll and production accounting integrations to Financials. Transform business requirements into functional requirements and technical designs
- Manage Enhancements throughout the development lifecycle from estimating and planning, to design, testing and implementation
- Perform required testing, Functional Acceptance Testing, User Acceptance Testing, adhere to required change management procedures, and train end users as appropriate
- Conduct functional impact analysis for new capabilities and for changes to existing capabilities; application design sessions, moderating other discussions as required
- Responsible for tracking pipeline enhancements and other initiatives as applicable
- Minimum 2 years of experience working in an IT or associated role
- Knowledge of Payroll and Financial Accounting processes within the entertainment industry is preferred
- Experience gathering requirements, writing functional designs, drawing process flows, use cases, and writing test cases
- Knowledge and practical application of the software development Life Cycle (SDLC), Agile and scrum project management with industry standard best practice methodologies
- Experience with SaaS software
- Working in a multi-labor work environment that includes internal and out-sourced resources is a plus
- At least one major full life cycle global ERP/SaaS implementation in a senior analyst capacity
- Past practice and implementation of process re-engineering efforts
- General knowledge of SOX controls and processes
- Deep knowledge of Requirements definition and realization
- Knowledge of Human Resources, Time and Attendance, Payroll, and Financial Accounting processes for the entertainment industry is preferred (at least one discipline)
- Entertainment industry experience is desirable
- Knowledge of ERP and SaaS client application(s) is preferred
- Excellent analytical, problem solving, and multi-tasking skills
- Management of 3rd party service providers in application and project delivery (on and off-shore)
- Develop and maintain system documentation, including technical specifications. Responsible for root cause analysis, testing
- Strong analytical and technical problem solving skills
- Excellent skills with Excel, Word, and Visio
- Must be able to pay close attention to complex detail and understand written and oral instructions
- Must be able to organize and schedule work effectively
- Must be able to work flexible hours, including possible overtime, when necessary
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Analyst, Institutional FX Solutions Resume Examples & Samples
- Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately
- Financially literate with a strong commercial acumen and ability to think laterally
- A results-orientated individual with a demonstrated ability to operate effectively within a team environment
- Quantitative skills – must be extremely comfortable manipulating data in Excel
- Proactive and able to operate effectively in a dynamic, fast-paced environment
- Superior time management skills and multi-tasking abilities
- Attention to detail is critical, along with a strong work ethic with a desire to succeed
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Analyst, Global Services & Solutions Resume Examples & Samples
- Due diligence and integration associated with cross-border mergers, acquisitions and divestitures
- Benefit inventory, benchmarking against market practice and compliance
- Provide data analytics, draft reports and presentations, update project trackers and work with the local country consultants and brokers to obtain status updates
- Manage the clients’ benefits data which includes working with the Global Benefits Center to populate the data and being responsible that data is accurate and updated on a timely basis
- Support the use of Willis Towers Watson’s BenTrack, Benefits Data Source, BenVals and other tools to help clients to maximize the value from the information collected,
- Support the senior consultant and local country consultants to deliver advice to the headquarters of our multinational clients on employee benefit matters around the world
- Coordinate and project management of multi-country projects such as global benefit benchmarking exercises, cost savings projects and governance processes
- Help the senior consultant to provide proactive advice around the opportunities to optimize the way benefits are managed globally (effective use of local resources, brokers, consultants, third party providers)
- Work with the senior consultant to deliver advice to multinational clients about the financing of their risk benefit programs, such as self-insurance, multinational risk benefits pooling and employee benefit captive work - for feasibility study, negotiation, selection, implementation and ongoing support
- Keep abreast of changes in legislation, market practice or otherwise, to identify issues that clients should be addressing
- Support intellectual capital development, as needed
- Support new business opportunities, as needed
- Support other areas such as Global Healthcare & Wellbeing, Benefits Financing and Defined Contribution consulting
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Practice Solutions CM&A Quality Analyst Resume Examples & Samples
- Experience with closing commercial loans, especially Practice Solutions and the overall loan process
- Portfolio management, loan servicing and support experience
- Understanding of credit culture and adhering to credit policies and guidelines
- Proficient with PC applications including Microsoft office (Excel and Word)
- Thorough understanding of various business and personal financial statements
- 2 years of experience within Small Business Credit Management & Administration, particularly Practice Solutions
- Knowledge of Small Business lending platforms
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Ficc Solutions Group Analyst Resume Examples & Samples
- Minimum 2-4 years of capital markets experience
- Ability to excel in a fast-paced, transaction-oriented environment
- Keen interest in the financial markets and has solid commercial instincts
- Creative and strategic thinker with strong quantitative skills to learn fixed income derivatives
- Presentation skills that translate ideas into action
- Strong combination of analytical, organizational and interpersonal skills
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KM Client Solutions Project Analyst Resume Examples & Samples
- Work with stakeholders to understand and analyze business needs, and prepare business case documentation for proposed projects
- Work with stakeholders to gather, define, document, and manage both detailed and summary requirements, including data migration and business rules; obtain sign-off; and recommend solutions that deliver value
- Facilitate/participate in design sessions, and create wireframes and other deliverables to expedite the development of custom software applications/components and to ensure alignment between defined requirements and development approach
- Work closely with the KM Project Manager to create and maintain project-related documentation, and assist with related project management activities such as project planning, budgeting, and monitoring
- Lead use-case development, testing, and training efforts
- Research and identify potential vendors based on project requirements, and help coordinate and manage activities of selected vendors
- Research and identify potential technologies/tools to fulfill project requirements
- Prepare and send project-related communications and reports
- Track, analyze, and report on product usage, performance, and other metrics
- Assist with other KMCS operational activities as needed, and perform other duties as assigned
- Serve as a Subject Matter Expert regarding projects and related products
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Analyst Client Solutions Cross Functional Resume Examples & Samples
- Help resolve and address ad hoc and often bespoke client requests
- Support ongoing client servicing e.g. quarterly client reporting, performance attribution, risk analysis and pricing information
- Generate portfolio analytics for internal partners and clients including counterparty risk exposures, funding ratios and currency overlays
- Engineer tactical spreadsheet solutions to enable investment and risk reporting across a wide variety of solutions and client mandates
- Demonstrated record of academic achievement
- Conscientious with a strong focus on attention to detail
- Keen interest in financial markets and ability to comprehend the impact of market events
- Exceptional communication skills (written and verbal) and ability to present and articulate complex concepts simply
- Strong quantitative skills and familiarity with Excel, VBA and PowerPoint
- Excellent organizational skills and ability to perform under pressure to meet tight deadlines
- Strong level of self-motivation, ownership and initiative
- Previous relevant work experience with a financial services firm and derivatives knowledge an advantage
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Analyst, Integrated Lean Solutions Resume Examples & Samples
- Bachelor's degree in Engineering or mathematical technical discipline preferred
- Direct manufacturing or operations line experience or significant experience consulting clients on productivity
- Strong, demonstrated client service capabilities, spending significant time on production floor interacting with and coaching front line operators and management
- Analytics and software development experience strongly preferred – ability to run basic statistical analyses, cleanse and format data, and visualize outputs in tools like JMP, MiniTab, Alteryx, Tableau etc
- Excellent written and verbal communication skills; English fluency a must
- Strong leadership and people skills; ability to manage complex relationships and lead high performing teams
- Strong consulting skills in terms of issue identification, problem identification, and solution development
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Analyst, CWT Solutions Group Resume Examples & Samples
- Strong analytical and technical skills required
- Attention to detail with high expectations for delivering quality work
- Experience writing VBA code or using BI/data visualization tools to develop models and improve efficiencies
- Project management (organization skill is key) to successfully meet multiple deadlines
- Strong communication skills: ability to explain complex technology solutions to non-technical users; ability to succinctly communicate findings from data mining
- Ability to effectively work within a multicultural environment
- Ability to work in a fast paced work environment
- Ability to work independently and manage time effectively without close supervision
- At ease with working by phone / WebEx with team members located in different cities / countries
- Knowledge about the corporate travel industry is a plus
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Solutions Center Analyst Resume Examples & Samples
- Provide primary front line technical support for hardware, software, account, and network issues using a variety of contact methods (such as phone, email, twitter, instant messenger, and in-person). This includes all college-owned computers, wherever they may be (remote support is common) as well as limited support on personally owned computers (retirees, student computers, employees doing work on home computers, etc.)
- Assist with systems administration duties such as account creation / maintenance, permissions, password resets, and restoring data from backups
- Update information resources such as the ITS: website and knowledge base, making sure they are accurate and new information is added as needed
- Instruct students, faculty, and staff in how to complete a task or solve a problem using technology
- Communicate with the campus about changes and problems with technology
- Ensure that the computer inventory is maintained, accurate, and up to date and assist in retirement and recycling of old equipment
- Assist as needed in other areas of ITS: (for example, covering a shift in a lab or helping with a language test)
- Stay up to date with current and emerging trends in technology, ensuring that we are able to support them
- Participate in projects and strategic initiatives
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Analyst, Workplace Solutions Resume Examples & Samples
- Responsible for maintaining a safe, healthy, functional workplace that ensures services are responsive and cost effective. Provides customer service that supports business, employees and departmental needs and initiatives
- Responsible for the direction, supervision, training, motivation and performance of contracted resources
- Maintain services and facilities to provide quality support for corporate and regional business units
- Provide 24/365 on-call response for all emergencies affecting Regional facilities
- Manage project work in a timely cost effective manner meeting client, departmental and company objectives
- Provide environmental and ergonomic analysis and solutions through evaluation, research, consultation and implementation of action plans
- Formulate strategic business plans, action plans and deliver business previews to Leadership
- Responsible for developing and tracking Capital and Operations & Maintenance budget and forecasts
- Track and record Regional Work Requests
- Assist in the development of space planning requirements for clients i.e. floor plans, furniture requirements
- Assist clients in the development of facilities business plan initiatives
- Ensure compliance of regulatory bodies requirements, i.e. Building Code, Fire Code, Ministry of Labour, Ministry of the Environment, etc
- Provide technical support to clients on facilities issues
- Supervise all repairs to buildings and property maintenance of facilities including new construction / demolition
- Responsible for the preparation, collection and letting of tenders for facilities repair and modifications
- Maintain and / or inspect mechanical systems i.e. HVAC systems
- Provide emergency response to facilities issues i.e. electrical, security, fire and life safety alarm systems
- Provide facilities support to Gazifere Inc
- Authorize payment of contracts and service invoicing
- Maintain and ensure good housekeeping practices and requirements
- Negotiate contracts for maintenance and construction work
- Oversee the acquisition, installation, testing and commissioning of equipment and mechanical systems
- Other special business initiatives as assigned
- University/college degree in business or related technical education
- 3-5 years’ experience in progressive positions with demonstrated leadership skills
- Building operations, field, technical and / or BOMA affiliations
- Leadership experience leading work plans and deliverables, as well as contractors and vendors
- Understanding of building codes, industry standards and compliance requirements
- Strong interpersonal skills to build relationships across departments & with regional management
- Understanding of building operations, building systems and occupant services
- Able to adjust hours for operational support and participate in on-call response
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Enterprise Solutions Business Intelligence Analyst Resume Examples & Samples
- Develop models to predict ROI and exposure in product offering and commercials
- Leverage data to build campaigns and strategies for sales
- Build reports and dashboard for our management team
- Design tools for our business units to provide controlled access to warehouse data for independent risk assessment
- Manage major projects with BI Engineering for data acquisition and report automations
- Validate calculations and dataset used in reports and projects
- Self-Motivated & Independent -- You should be independent and also work well in a team environment. You are able to quickly adopt new tools and assist in migration and integration throughout the global team and department
- Clear Communication -- You can deliver clear, concise and structured presentations where you understand your audience conveying the appropriate amount of information
- Excellent Collaborator & Resourceful Negotiator -- You can build relationships with key stakeholders and negotiate the scope of a project for a win-win combination where we are leveraging engineering most efficiently
- Highly Creative -- You are able to think beyond a task, understand the ultimate goal and ask the right questions. You understand the basics of all financial asset types as well as quality, coverage and depth of Bloomberg data sets
- Well Organized -- Your work is easy to follow and you can provide quick concise updates on all projects you are working on
- Technical -- You have the experience of BI technology tools and have the passion and aptitude to learn more. You are able to quickly adopt new tools and assist in migration and integration throughout the global team and department. You have the ability to shorten time spent on task with your technical background
- Innovative -- You have the ability to think and see different approaches to a problem and to factor in future risk and short-comings with potential solutions. You can challenge reality with imaginative ideas
- Strong Financial Markets & Market Data Background -- You can apply this knowledge in your reports and projects adding more value to the data itself
