Associate Investment Resume Samples

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M Gusikowski

Maeve

Gusikowski

7014 Lorenzo Roads

New York

+1 (555) 806 8073

7014 Lorenzo Roads

New York

Phone

p +1 (555) 806 8073

Experience Experience

Phoenix, AZ

Associate Investment Analyst

Phoenix, AZ

Green Group

Phoenix, AZ

Associate Investment Analyst

Research and gain familiarity with each of our markets and localized submarkets
Be familiar with all RealtyClub assets and how they compare with general market
Prepare market surveys for all acquisition and redevelopment projects
Prepare and participate in necessary acquisition due diligence analysis including lease audit, property tours/unit walks, hiring and managing 3rd party engineers and environmental consultants, replacement cost analysis, sales comp analysis, development pipeline summaries
Perform detailed income and expense analysis
Assist in special projects or activities as designated by the company including company sponsored functions, or participation in industry functions
Strong proficiency in Excel is mandatory

Los Angeles, CA

Associate, Investment Governance

Los Angeles, CA

Reichel-Haley

Los Angeles, CA

Associate, Investment Governance

Work with Corporate Finance to manage accounting changes
Review financial statements prepared by 3rd party service providers for completion, accuracy and compliance with CPPIB policies and standards
Assisting in the creation of new journal templates and processes for Investment Governance
Assist in the preparation of compliance readouts and dashboards
Update and maintain Investment Governance framework documents
Testing of the non-CAD reporting functionality, including GAAP adjustments and sub-consolidation
Assisting in the creation of new reports and financial statements from Oracle

present

Philadelphia, PA

Senior Associate Investment Technology

Philadelphia, PA

Herzog and Sons

present

Philadelphia, PA

Senior Associate Investment Technology

present

Assist in various projects strategic and tactical as assigned by management
Develop/maintain system documentation – cross-train users for backup roles
Perform duties & responsibilities specific to department functions & activities
Self-motivated with strong work ethic, honesty and integrity
Interface with FRB IS resources to manage system integration projects
Manage reporting and data analysis projects/requests for business unit
Provide the monthly Pershing NetX360 user certification and proper level of system access for all NetX360 users

Education Education

Bachelor’s Degree in Business

Cornell University

Bachelor’s Degree in Business

Skills Skills

Strong technical and analytical skills with high accuracy and attention to detail
Demonstrated ability to succeed in a high performing culture; open to and comfortable with constantly evolving and changing priorities and new challenges
Strong interpersonal skills with an ability to work both independently and as part of a team
Demonstrated strong time management and prioritization skills; extremely well organized
Proficiency with all Microsoft Office applications and an aptitude and interest in learning new software applications
Ability to work both independently and as part of a team
Strong quantitative and accounting skills with a background in reporting
Self motivated, flexible and adaptable
Excellent research skills and demonstrated written and verbal communication skills
Professional accounting designation (CA, CPA, CGA)

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15 Associate Investment resume templates

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Associate, Investment Policy Resume Examples & Samples

Organizational Skills – Ability to prioritize and multitask in managing many projects or tasks. Excellent attention to detail
Computer Skills – Strong PC literacy, superior knowledge of Microsoft Office applications (Word, Excel, Power Point, and Outlook), Microsoft Share Point, Bloomberg, Morningstar Direct, and Charles River Investment Management System
Financial/Industry Knowledge – Interest in and basic understanding of financial markets
Communication Skills – strong written and professional communication skills
Self-Motivated Attitude – Able to work independently and is self-motivated in meeting tight timelines under high pressure situations
Relevant industry experience: 2-5 years
Project leader experience

Associate, Investment & Corporate Banking Resume Examples & Samples

Assist the Director with agenda and materials for all key management meetings (weekly market update, bi-weekly leadership committee, quarterly MD meetings, etc)
Maintain market data dashboards and work with Dealogic and other vendors to maintain market intelligence
Facilitate the drafting of critical reports from Salesforce to drive better understanding of both individual RM performance as well as business performance
As needed, be facilitate the management of strategic initiatives/marketing events/process changes by coordinating with Enterprise support teams and various business leads
4+ years of relevant business experience
Bachelor's degree with educational focus in an analytic/quantitative field such as Business, Finance or Engineering
Work experience or further education in Business, Economics, Finance/Accounting required
Experience in Capital Markets, Financial Institutions or corporate buy-side environment strongly preferred
Proven experience working on and successfully delivering complex projects

Risk Associate Investment Solutions Resume Examples & Samples

Participate in the Risk Control and Self-Assessment (RCSA) process, including development of risk assessment matrices and execution of required testing
Plan and perform examinations of internal controls residing within various product and business areas
Prepare timely business control testing reports for Senior Management/Business Control Unit Manager
Ensure that operational risk incidents are properly posted to the Risk Incident Tracking Application (ReCap)
Working knowledge of the firm’s policies, procedures, and practices
Exemplary interpersonal and client service skills

Associate Investment Grade Syndicated Finance Resume Examples & Samples

Overseeing the preparation of financial models (acquisition modeling, financial statement analysis, developing projections) and comparable company / transaction databases
Preparing client presentation and marketing materials, such as pitch books, information memorandums, and investor presentations
Preparing memos summarizing transaction details, investment merits, credit risks, and financial analysis for credit committee approval
Participating in due diligence sessions and client meetings
Working with internal and external legal counsel regarding the preparation of documentation for syndicated loans
Communicating with internal and external deal team members, including Corporate Executives, Bank Investors, Corporate and Investment Bankers, and Syndicate/Sales professionals
BS/BA required, concentration in Accounting or Finance preferred
Highly proficient with Microsoft Office programs and market data sources
Strong analytical and organizational skills; focus on attention to detail
Strong working knowledge of financial statements and SEC filings
Demonstrated ability to work independently and on small teams
Leadership skills and ability to think strategically and creatively
Strong work ethic, initiative, and desire to learn
Previous experience supporting corporate / investment banking and familiarity with the capital markets and complex capital structures
MBA/CFA a plus
Series 79 and 63 licenses

Associate Investment Portfolio Analyst Resume Examples & Samples

Provide performance attribution, composite construction/oversight, and reporting for assigned areas of product coverage
Produce, verify, and approve standard attribution on a monthly basis. Respond to requests to compile custom analysis and detailed examination of calculations and output
Respond to ad hoc attribution requests. These reports are generally structured according to the specifications of the investment team and/or clients
One to one interaction with portfolio managers/analysts, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns
Work with other colleagues in the global organization to streamline/increase efficiency and accuracy of the GPAR Team processes
Project work as needed relating to the GPAR Team

Associate Investment Research Analyst Resume Examples & Samples

Knowledge of the financial markets, usually acquired through a training program and related work experience, is required to research investment data
Must have extensive knowledge of Microsoft Office products, specifically Microsoft Excel
Ability to synthesize complicated concepts and data into easily understood presentation materials is essential
2-3 years of experience in a financial investment or securities related environment

Associate Investment Analyst Multi Resume Examples & Samples

Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information
Excellent presentation skills, ability to make economic and investment presentations both one on one and in seminar situations
Knowledge of returns based, positions based, and risk analysis software preferred

Associate Investment Analyst Resume Examples & Samples

2-4 years’ experience in Real Estate or equivalency of Master’s Degree in Business Finance or Real Estate
Strong proficiency in Excel is mandatory
General understanding of real estate analytical terms: cap rate, IRR, NOI, etc
Excellent oral and written interpersonal and communication skills
Attention to detail and strong organizational skills are required
Positive attitude, integrity and reliability required
Must have the ability to work independently and collaboratively in a team
Candidates with potential for professional growth are desired
Familiarity with Argus a plus
Travel from time-to-time

Associate Investment Analyst Resume Examples & Samples

Investment Expertise- Deep knowledge and experience with general and specific investment offerings, as well as, investment goals, risks, time horizon, investment metrics and statistics, and fees & expenses. Ability to communicate pros and cons, upside potential, downside risks, and the rationale supporting recommendations
Flexible, Adaptable- Must be able to serve a wide range of roles, be a quick learner and be comfortable multitasking and moving from one project to the next
Analytical, Problem Solver-Be knowledgeable of, and utilize a multitude of different resources to make informed choices and opinions
Communication- Must be able to answer questions and provide recommendations clearly and accurately

Cib-ts Implementation Associate Investment Resume Examples & Samples

Participate in RFP to support Sales to position and differentiate JP Morgan’s implementation strengths and value-delivery
Lead post-mandate discussions to organize clients and internal partners for a successful implementation kick-off
Provide guidance and expertise to the client around completion and negotiation of product agreements and usage of bank products and services
Onboard clients efficiently & effectively in line with the defined Implementation processes with focus around cycle-time to expedite time to revenue and achieving utmost client satisfaction
Delivering performance in line with defined metrics and goals with a high emphasis on achieving a high level of client satisfaction
Lead the team by working with internal functional partners to drive or support changes to improve future client onboarding experience or strengthen internal risks and controls
Ensure the team is in compliance with audit and risk policies and procedures

Associate Investment Director, Pensions Resume Examples & Samples

Establish objectives and constraints. For insurance and pensions clients, work with advanced Asset-Liability Modeling tools to aid portfolio design. Conduct additional risk analysis and stress testing to help guide the scheme’s investment strategy and risk management
Develop innovative, high quality diversified investment strategies that meet the client’s specific needs. This will include sophisticated hedge fund and private investment strategies developed in conjunction with expert alternative asset specialist directors
Work on pioneering client projects which truly challenge your intellect, creativity and resourcefulness towards resolving complex issues. Add to the intellectual capital of the firm by identifying research topics and working with other directors to publish white papers
Represent the firm by attending conferences and networking events, helping to showcase the firm’s thought leadership and developing new potential leads
Strong academic credentials required and actuarial qualification or CFA desirable
Minimum of 4 years investment experience
Experience in developing investment strategies for pension funds, insurance companies a plus
Understanding of alternative investment approaches
Drive to be part of a growing entrepreneurial team working with industry thought leaders
Desire to build a long term career at Cambridge Associates
An ability to work independently and as part of a team

Associate, Investment Governance Resume Examples & Samples

Participate in meetings to facilitate information flow during structure and set up of new investments
Leverage CPPIB experience in new / unfamiliar jurisdictions to support investment structures
Coordinate and ensure completion of all investment management plan including regular updates
Monitor ongoing compliance requirements to maintain our investment structures in good standing
Assist in the preparation of compliance readouts and dashboards
Update and maintain Investment Governance framework documents
Ensure appropriate adoption of Investment Governance framework during initial structuring / setup discussion
Assist in the preparation of Investment Monitoring reports and dashboards
Undergraduate degree in business or other relevant discipline
Minimum 5 years experience in a related role within the financial services or investment industry
General understanding of various private investment deal structures
Excellent research skills and demonstrated written and verbal communication skills
Strong technical and analytical skills with high accuracy and attention to detail
Strong interpersonal skills with an ability to work both independently and as part of a team
Proficiency with all Microsoft Office applications and an aptitude and interest in learning new software applications
Demonstrated strong time management and prioritization skills; extremely well organized
Ability to readily adapt to a rapidly changing investment business and technology environment
Self motivated, flexible and adaptable
Demonstrated ability to succeed in a high performing culture; open to and comfortable with constantly evolving and changing priorities and new challenges
Exemplifies our Guiding Principles of Integrity, Partnership and High Performance

Associate, Investment Governance Resume Examples & Samples

Review legal entity accounting records to ensure compliance with Investment Management Plans
Assist in the preparation of legal entity financial statements and supporting schedules
Work with Corporate Finance to manage accounting changes
Ensure Master Loan Agreements are complete and up to date including joinders, terminations letters, etc
Co-ordinate with Treasury department on cash-sweep, self-funding and restricted account process
Monitor debt-to-equity ratio and report results to relevant investment departments
Review financial statements prepared by 3rd party service providers for completion, accuracy and compliance with CPPIB policies and standards
Ensure appropriate repatriation of funds per Investment Management Plans and manage cashflow requirements for operating expenses
Manage all intercompany service level agreements
Ensure ongoing compliance with reporting requirements; resolve discrepancies
Maintain ongoing effective working relationship with internal investment staff to ensure issues are discussed and resolved and that financial controls and reporting requirements are met
Strong quantitative and accounting skills with a background in reporting
Professional accounting designation (CA, CPA, CGA)

Associate, Investment Accounting Resume Examples & Samples

Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility
Communicates identified basic risks and financial implications to management
Ensuring completion of responsibilities in an accurate and timely manner
Maintains investment accounting's internal control system to ensure SOX compliance. Recommends enhancements
Prepares & communicates concise & focused basic technical financial documents, presentations & communications (memos, fact sheets, collateral materials) which direct the reader to salient points for a wide range of technical & non-technical audiences
Prepares basic financial foot note information for SEC, GAAP and statutory reporting
Prepares data and supporting information for earning memos and analysis on key metrics for the general account team
Provides basic accounting information on fixed income and derivative investments for existing & developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders & investment accounting team members
Provides basic investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis
Provides basic technical research on new and existing general account investments and derivatives
Resolves basic discrepancies and take actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers
Supports an effective function for his/her assigned area(s) of responsibility by identifying basic risks; researching basic technical investment accounting issues; and gathering all necessary information
Supports the preparation of industry and governmental surveys for area(s) of responsibility
0 - 1+ Years of accounting, securities or financial reporting experience that directly aligns with specific responsibilities of the role.(Required)
4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)
Travel Amount up to 25% #LI-AY1

Associate, Investment & Corporate Banking Resume Examples & Samples

An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
3+ years of investment banking or valuation experience at a financial analyst level
Credit analysis experience/ understanding
Excellent capability to independently and proactively service multiple client

Associate Investment Analyst Multi Resume Examples & Samples

Assist with research to analyze investment data to formulate investment recommendations on external investment managers
Interpret and communicate company and industry trends, financial market changes, and investment research results to program managers and clients
Assist in the monitoring and management of the relationships with external investment managers
Assist in the development of risk and asset class guidelines for external investment managers
Operate independently; has in-depth knowledge of business unit and functions
As a subject matter expert, provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
Carry out activities that are large in scope, cross-functional and technically advanced
Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
Responsible for direct interaction with different committees and/or management
Strategic in developing, implementing and administering programs within functional areas
Minimum three years industry-related experience, preferably in investment manager research
Strong analytical skills and the ability to provide investment recommendations based on qualitative and quantitative information
Excellent presentation skills and the ability to make economic and investment presentations, both one-on-one and group situations
Undergraduate degree required, preferably BComm/BS/BA in Finance, Economics, or related fields. MBA degree and/or CFA designation is a plus
Intermediate-to-advanced knowledge of Microsoft Office applications (Excel, Powerpoint, Word). Experience with returns-based, positions-based, and risk analysis software is preferred

Associate Investment Program Manager Resume Examples & Samples

Act as lead or second consultant on delegated client relationship, providing the primary link between delegated investment team and client
Own the investment strategy and coordinate the investment execution
Monitor client portfolio position for policy compliance
Represent client position in internal governance process. Escalate issues to appropriate internal party for resolution. Identify appropriate internal resources to fulfill client needs
Attend client meetings

Bpn-associate, Investment Resume Examples & Samples

Manage on-going campaign management including QA reports, placement tracking and performance reports once campaign begins
Mid and post campaign reports, approach and format may change by media channel
0-1 year media planning/buying experience (internship strongly preferred)

Associate Investment Director Resume Examples & Samples

Advising non-profit institutions on the objective setting, design and implementation of investment programmes. The Associate Investment Director will typically work in support of and under the supervision of a Managing Director or Senior Investment Director
Gaining a deep understanding of each client institution’s individual character and broad objectives
Building trust and confidence at all levels of each client organisation
Consistently representing Cambridge’s strong views and research opinions to each client, ensuring each benefit from the best of CA as tailored for relevance to them
Implement investment strategies through best in class manager ideas. Identify the optimal portfolio construction for each individual client. Conduct investment due diligence on specific investment opportunities on an ad hoc basis
Working with expert or non-expert client staff on the detail of portfolio implementation
Delivering clear and convincing recommendations, both verbal and written, which reflect the needs of the client, and the optimum communication style for the people in question
Problem solving: Providing efficient support and project management for the team leader the wider team working on a client’s total portfolio
Business development: A clear understanding of CA’s value proposition; presenting CA’s services with confidence; being alive to opportunities that might arise through contacts within existing clients, investment managers
Strong academic credentials; MBA, CFA or other Masters level financial qualification preferred
Minimum of 3 years investment experience
Demonstrated knowledge and experience gained from work in a similar capacity at a large institutional investor (such as a pension fund, family office or endowment) or fund-of-funds, or as an analyst at an investment management firm
Working knowledge of at least one asset class and of general investment theory
Intellectually curious and open minded. A good listener
Demonstrated flexibility of mind: Ability to move between the strategic concepts and the immediate detail
Good written communication skills: Ability to convey complex ideas in clear straightforward language without excessive jargon or cliché
Face-to-face communication skills: Ability to handle one to one and especially group dynamics with diplomacy and confidence as well as a clear vision of the desired outcome
Intellectual honesty: Act always in the client’s best interest, be willing to raise difficult truths and challenge a comfortable but flawed consensus
Enthusiasm for teamwork and working with others to gain the best outcome. An ability to earn the confidence of team leaders and to work proactively, seeking advice where necessary but without waiting for instruction. Respect for colleagues
Very high personal standards of accuracy and presentation

Buck-associate, Investment Consulting Resume Examples & Samples

Primary responsibilities include preparation of investment performance evaluation reports for institutional clients, including 401(k) plans, retirement funds, and foundation accounts
Prepare investment manager search reports
Maintain peer review and client process records to meet Advisor compliance rule
Participate in investment research on investment managers and investment markets; write reports for submission to peers and clients
Proficient use of Excel and Word software packages
Demonstrable interest in investment markets

Summer Buy-side Equity Research Associate Investment Management Resume Examples & Samples

Perform fundamental analysis of a specific industry and/or emerging trend to identify the best-positioned companies in which to invest
Conduct interviews of target company personnel (on all levels), competitors, suppliers, industry experts, and Wall Street analysts
Perform due diligence and prepare support documentation (i.e., financial models) to support investment ideas
Present investment recommendations in a comprehensible and clear manner
Participate in other projects as requested
Finishing your first year of business school at a top-tier university
Personal interest in and experience with equities investing
Strong analytical skills and intellectual curiosity
Ability to analyze/model financial metrics, business strategies, and valuation parameters
Disciplined approach to analysis
Strong background in finance and accounting
Ability to deliver clear, effective communication and takes responsibility for understanding others
High proficiency in Microsoft Office; familiarity with FactSet, Baseline/StockVal preferred

Associate, Investment Governance Resume Examples & Samples

Preparing files and journal entries to seed opening balances in the Oracle ledgers, including
Reconciling account balances and entries made in various legacy ledgers, SCD and Great Plains to the Trial Balance Packages as at March 31, 2017; investigating differences
Mapping of the Trial Balance Package account balances to the new Chart of accounts (CoA), including the break- down of existing accounts to seed originating currency and counterparty balances
Support the loading of opening balances and journalizing any opening period adjustments in Oracle ledgers
Completing test cases and reconciliation to ensure that the Oracle ledger opening balances were loaded correctly; investigating differences
Testing of the SCD ledger data loads to the Oracle ledgers are complete and accurate for legal entities
Testing of the manual and spreadsheet journal entry processes in Oracle
Testing of the sub-consolidation process in Oracle
Testing of the non-CAD reporting functionality, including GAAP adjustments and sub-consolidation
Assisting in the creation of new journal templates and processes for Investment Governance
Assisting in the creation of new reports and financial statements from Oracle
Strong technical and analytical skills (preferred VBA excel and/or SQL to excel proficient)

Associate Investment Resume Examples & Samples

Conduct investment research, financial analysis and modeling of potential investments
Develop in-depth assessment of business plans and investment proposals to determine business model viability, industry attractiveness and strategic fit
Participate in due diligence process with potential investments
Develop of investment recommendations and supporting documents
Build strong relationships within the venture and startup ecosystems to source potential investments
Build strong relationships with relevant JetBlue departments
Communicate with senior leaders in potential investment companies
Support investment committee meetings
Represent JetBlue Technology Ventures at venture, industry and startup events
Support portfolio companies
Masters degree in business, engineering, computer science or related field
Three (3) years experience in finance, engineering, computer science or related field
Strong financial modeling skills including the ability to analyze and model company financials
Experience in Investment banking or Venture Capital strongly preferred
Available for occasional overnight travel (up to 20%)
Must be able to multi-task and prioritize in a fast paced multi-team environment
Ability to work to deadlines with quick turnaround
Possess and maintain a valid Driver’s License and a driving record from the state of your primary residence that meets JetBlue Airways insurance standards
Legally eligible to work in the country in which the position is located
When working or traveling on JetBlue flights, and if time permits, all capable Crewmembers are asked to assist with light cleaning of the aircraft

Associate Investment Analyst Resume Examples & Samples

Support the investment staff in reporting, compliance and surveillance needs of the investment portfolio, including conducting performance attribution and analysis, investment income forecasting, trade analysis and compliance testing
Coordinate, generate and organize weekly, monthly, quarterly and ad-hoc reporting needs
Dialogue and interact with external managers, custody banks and internal constituents to help facilitate reporting and operational needs
Effectively communicate (verbal and written) analytical insights to help improve investment decisions, performance, portfolio risk management, and compliance
Use independent analysis to create concise, accurate and insightful portfolio analysis on a regular basis
Generate, summarize and present portfolio analysis to senior investment managers
Be a subject matter expert on investment portfolio analytics
Follow markets and economic trends, and contribute to idea generation and investment decision-making
Support investment team with ad hoc projects/tasks relating to investment operations, investment opportunities and market/economic research
Solid understanding of capital markets, various investment securities, investment terminologies and risk measures
Advanced knowledge of spreadsheets/databases and Bloomberg. Attention to detail and accuracy a must
Ability to thrive in an unstructured work environment and effectively design and implement the use of reports and output. Ability to work independently and also as part of a team
Ability to handle multiple work streams with competing deadlines and effectively setting and managing priorities and expectations
Highly motivated, proactive professional with excellent communication skills who is passionate about and experienced at translating portfolio and capital market analysis into highly useful reports and analysis
Superior analytical skills and business judgment
Strong knowledge of the investment research and portfolio management process
College degree in finance, accounting, economics or other related major preferred
2+ years in an investment management environment, preferably in the area of institutional portfolio analysis and communication

Associate Investment Data Analyst Resume Examples & Samples

Timely processing of new Portfolio set-up and maintenance requests from customers across their allocated shift hours (early morning/late evening)
Manage varied projects/initiatives from straight forward to complex
Propose process enhancements for the efficient, accurate and timely completion of all activities including: data loading, quality checks, and reporting
2-5 years’ experience working in a Mutual Fund Operations, Business Analysis, and/or Data Analyst role within a Financial Services Company
Exposure to Index Reference Data is a plus (Fixed Income and Equity)
Experience working with Investment Market Data providers is a plus
General knowledge of Investment Securities and Bloomberg. Knowledge of SQL and OBIEE is a plus
Accuracy and Attention to detail is critical in this role
Strong interpersonal, customer relationship management, and negotiation skills. Client focused

Associate, Investment Counsel Resume Examples & Samples

College Diploma in Business, Finance or related field
Minimum two years Investment Management or Financial Services experience
IFIC and /or CSC certification strongly preferred
Expert level PC skills (MS Office: Excel , Word, Powerpoint, Outlook; web browsers) is required
Knowledge of administrative functions and procedures required for proactively supporting a team of senior professionals
Extremely detail-oriented and very well organized, with successful time management skills and the ability to multi-task to accomplish a wide variety of tasks, and conflicting priorities
Must exhibit strong teamwork skills; willing to continuously and proactively collaborate, share and seek information and guidance
Show confidence and ability to exercise independent judgment, discretion and diplomacy in managing the activities of the portfolio management team; and
Ability to work well in a fast paced, deadline driven environment

Associate Investment Analyst Resume Examples & Samples

Provide administrative/analytical/technical support for Managing Director and the entire Mortgage Investments team
Provide assistance to various analytical projects within the Mortgages Department
Manage and maintain web based systems, databases and workflows
Upload/Download files from various sources and file accordingly
Effectively collect, review, and analyze data for new mortgage loans using multiple databases and systems and verify accuracy of information across databases
Responsible for creating, documenting and implementing new business processes
Gather information and prepare reports and analysis; process moderately complex information
Perform a variety of financial analysis and completion of supporting documentation according to procedures, sometimes general in nature - prepares and/or assists in preparation of rent rolls, historical operating statements
Create new processes to track and report on mortgage lending program
Generate and manage various weekly and quarterly reporting functions
Participation in small scale projects and/or provide input to larger projects
Gather and compile data required for presentation materials; prepare presentation materials following verbal instructions
Act with prescience to refer matters to other departments for appropriate actions
Perform administrative support for the mortgage production team including communications with Portfolio Management, Legal, and Canadian Mortgage team, issuing Loan Commitment Letters, coordinating travel plans, submitting travel expenses
Responsible for the initial borrower screening to be in compliance with the Anti-Money Laundering process
Create credit files and loan files
Coordinate mortgage production activities and develop appropriate business processes
Respond to a variety of problems and inquiries
Assist in Compliance Reporting
Coordinate and track annual mortgage correspondent reviews

Associate, Investment Research Analyst Resume Examples & Samples

Create and maintain financial models, valuation analysis, and written reports on companies, industry trends, and investment recommendations
Collect, evaluate and apply statistical and financial analysis with respect to researching stocks within the commodity and industrial sectors
Delivers clear, effective verbal and written communication
Prepare reports, opinions, recommendations, and presentations for use in the formulation of investment recommendations for portfolio managers
Answer inquiries from portfolio managers regarding individual securities or industry groups
Strong financial modeling skills and in-depth experience with Excel, PowerPoint and FactSet
Bachelor’s degree in economics or finance
Experience in equity research preferred
Progress towards CFA strongly preferred

Associate Investment Analyst Resume Examples & Samples

Supporting analysts and investment officers in evaluating the performance and prospects of our portfolio companies and analyzing new investment proposals for their risks and likely returns
Preparing periodic reviews of the performance of companies in which we have invested, including investment research and financial analysis
Special projects that tend to be broader analyses of industry trends and performance of our overall portfolio
Bachelor's Degree in business, accounting or economics preferred
Solid conceptual understanding of economics and the capacity to develop strong financial analysis skills
Adept at using computer applications
Strong quantitative and analytical skills along with ability to think strategically
Skill and comfort with financial statement analysis is critical
Attention to detail is a critical success factor in this position

Senior Portfolio Associate Investment Counsel Resume Examples & Samples

Bachelor’s degree in Finance, Business or related field
Minimum 3 - 5 years related experience in financial services, preferably in Private Wealth Management, Portfolio Administration
Proven experience work with "High-touch" client services
Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology
Knowledge and experience using analytical skills
Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Highly organized, attentive to detail. Self-motivated, able to multi-task in an independent & timely manner
Dependable, accurate and conscientious with a strong sense of team effectiveness
Advanced knowledge of Microsoft Suite especially Powerpoint, Excel, Word and Outlook is required. FactSet, Bloomberg, Experience with Advent APX, Moxy and Trust Accounting Systems also a plus

Associate Investment Analyst Resume Examples & Samples

Supporting senior analysts and managing directors in evaluating the performance and prospects of portfolio companies and analyzing new investment proposals for their risks and likely returns
Writing periodic investment reviews of the performance of companies in which we have invested, including qualitative company assessment and quantitative financial analysis and modeling
Special projects that tend to be broader analyses of industry trends, performance of the portfolio, or modeling of performance under various macroeconomic conditions
Bachelor's Degree in business, accounting, economics or liberal arts discipline required
Solid conceptual understanding of business/economics and the capacity to develop strong financial analysis skills
Strong verbal and written communication skills needed to effectively communicate qualitative concepts and supporting quantitative data and metrics with internal and external stakeholders
Adept at using computer applications, including the Microsoft Office suite
Skill and comfort with financial statement analysis and valuation
Attention to detail is a crucial success factor in this position

Product Associate Investment Grade & Global Debt Resume Examples & Samples

Manage and support month- and quarter-end product marketing update process
Help with product positioning, product research/trends, and support of overall product management initiatives
Provide analytic and other support for marketing activities, including marketing campaigns and developing multi-media deliverables
Provide analytics on competitive landscape using such programs as Fact Set, Morningstar, eVestment and SimFund
Research product trends and compile fund data (i.e. market share, asset growth, sales)
Coordinate efforts between departments (i.e. marketing, legal, finance, operations)
Support the sales force in delivering responses to client needs
Prepare project status reports and communicate findings to team leaders
2-4 years of investment experience, with a focus on research, writing, marketing, and data and content management processes
Experience with analytical tools such as Fact Set, Bloomberg and investment databases a plus
Ability to demonstrate sound judgment

Associate Investment Consulting Resume Examples & Samples

Producing monthly and quarterly investment performance evaluation reports that include reconciling performance with investment managers and custodians and comparing these to various benchmarks and peer groups
Participating and leading investment manager searches, asset class portfolio construction research, strategic asset allocation studies and other investment related project work
Analysing different investment markets, evaluating portfolio characteristics and explaining how these and the investment styles of various managers impact investment performance
Acting as a mentor/role model to junior analysts, delegating work as appropriate to develop skills, knowledge and confidence
Encouraging innovation and process improvements where possible
Contributing to the development of new research and thought leadership
Tertiary qualification preferably in Finance, Business, Economics, Actuarial or other related discipline and CFA or Actuarial qualifications (or near completion)
Minimum of 3-5 years’ work experience in Investments
Good technical understanding of asset management and investment markets
A growing understanding of the needs of large institutional investors
Competency in numeracy and analytics, including demonstrated problem solving skills
Strong interpersonal skills and proven ability to develop relationships
Verbal and written communication skills and presentation capabilities
Attention to detail, project management and organisational capabilities including a proven ability to work on projects unsupervised

Associate, Investment Banking Group Resume Examples & Samples

2 - 4 years’ experience in investment banking and/or project finance with relevant industry/sector experience
BA/BS degree required and MBA or CFA a plus
Series 79 & 63 licenses required (if candidate does not currently have licenses they will be required to pass the exams very shortly after starting)
Leadership skills (will help lead and train junior staff)
Outstanding valuation skills
Technical proficiency with financial modeling for both M&A and capital markets transactions
Experience reading and interpreting financial statements
High level of commitment and hard work
Ability to work effectively under time constraints
Focus on work quality and attention to detail

Senior Associate Investment Technology Resume Examples & Samples

Monitor and evaluate day-to-day operations of Pershing systems deployed within FRSC
Respond to unexpected Pershing system outages and trading disruptions; serve as technical liaison and escalation point for FRB IS and
Pershing support services for troubleshooting and resolution
Responsibility includes communication to business users
Manage reporting and data analysis projects/requests for business unit
Provide support during trading hours, starting no later than 5:30 am Pacific time
Responsible for NetX360 system maintenance
Build and maintain a Business Continuity Plan (BCP) that is consistent with FRB requirements. Testing and documentation are required
Provide the monthly Pershing NetX360 user certification and proper level of system access for all NetX360 users
Develop/maintain system documentation – cross-train users for backup roles
Interface with FRB IS resources to manage system integration projects
Ability to troubleshoot with sensitivity to timely situations
Assist in various projects strategic and tactical as assigned by management
Erforms other duties & responsibilities as required or assigned by supervisor
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer
Experience of 8 years or more with broker/dealer and or wealth management trading systems and applications, as well as back-office operations
Strong systems, investigative and problem solving skills; Excellent analytical skills with the ability to identify issues and appropriate resolutions
Excellent written and oral communications skills and ability to clearly define projects, objectives, goals, schedules and assignments
Deep experience with back office and trading applications such as NetX360, Advent MOXY, Bloomberg, Neovest and FIX messaging
Proficiency in MS Office especially with Excel
Knowledge of VBA and other scripting languages
Data analysis skills; SQL skills preferred
Programming: Java and .Net experience
High-level understanding of networking technology including Microsoft server environments
Ability to work effectively with business personnel at all levels as well as with outside vendors and contractors
Must exercise a reasonable amount of independent judgment under a minimum of supervision; proactive and takes initiative
Require strong interpersonal and organizational skills, including the ability to meet deadlines
Self-motivated with strong work ethic, honesty and integrity
FINRA Series 7 and 63 licenses (preferred)
Bachelor’s degree (or other similar level degree)
Vision must be sufficient to read data reports, manuals and computer screens
Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
Position involves sitting most of the time, but may involve walking or standing for brief periods of time
Must be able to travel in a limited capacity

Senior Associate, Investment Banking Resume Examples & Samples

The very best Investment Bankers distinguish themselves by their
Ability to win and sustain the loyalty of the most demanding institutional clients
Confidence and judgment in challenging situations
Motivation and desire to master relevant industry and product information to differentiate their advice and services from their competitors
Intellectual curiosity, searching for new and creative ideas, innovative investment banking strategies that transcend product lines and professional levels
Intelligence and intuition, ability to understand the scope and complexity of our client-driven approach
Drive and work ethic, which reflects their desire to excel, extend their abilities and realize their full potential

Associate Investment Banking Opportunities Resume Examples & Samples

Completing an MBA from a top-tier business school
Investment Banking internship or very similar experience
Superior analytical skills and demonstrated excellence in academic coursework
Strong communications skills, both written and oral
Strong work ethic and stamina
Enthusiastic, outgoing, and achievement-oriented character

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