Associate Resume Samples

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

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D West

Diana

West

4288 Witting Harbor

Boston

+1 (555) 405 0969

4288 Witting Harbor

Boston

Phone

p +1 (555) 405 0969

Experience Experience

New York, NY

Associate

New York, NY

Cartwright-Heathcote

New York, NY

Associate

Preparing transaction information (e.g. memoranda, data room materials, investor presentations)
Developing, testing and implementing new trading strategies, and improving existing strategies
Working closely with FX Options and Hybrids trading desk in defining trading charges and discussing book hedging strategies
Designing, delivering, implementing and running regulatory Operating models and implementing control frameworks and Standards
Interacting professionally both internally with Loan Officers, Underwriters, and Senior Management, and externally with Borrowers, and Third Party Providers
Setting up, testing, and deploying our clients' cross-channel marketing campaigns using our proprietary, web-based application
Providing general market support, preparing packages, showing properties and anything else the Senior Broker or Managing Principal may direct

present

Boston, MA

Associate

Boston, MA

Greenholt, Weissnat and Grimes

present

Boston, MA

Associate

present

Participating in QA reviews from end to end, including developing testing strategies, executing testing, and analyzing results
Taking corrective measures/action in consultation with the Team Lead /Assistant Manager
Analyzing alternative investment portfolios
Generating high quality transaction concept summaries for review by FHA/HUD
Managing our clients' subscriber databases, including creating and updating their lists and segmenting data for targeted cross-channel marketing campaigns
Supporting the development of written, training and web products including research, analysis, writing, editing, and formatting
Preparing loan documents related to transaction engagement, broker compensation, and interest rate lock

Education Education

Bachelor’s Degree in Accounting

Tulane University

Bachelor’s Degree in Accounting

Skills Skills

Ability to work at a detailed level, gaining subject matter knowledge quickly and being able to drive own knowledge gathering approach
Strong knowledge of TCP/IP, Basic Concepts of OSI layer and protocols, Basic knowledge of networking and security concepts, Knowledge of OS (Windows / Linux)
Probability: Strong knowledge in probability theory, statistics, econometrics, stochastic processes, and numerical analysis. Highly analytical bent of mind
Attention to detail. Strong ability to learn quickly, multi-task and deliver high quality results under tight deadlines
Probability: Good knowledge in probability theory, statistics, econometrics, stochastic processes, and numerical analysis. Highly analytical bent of mind
Strong attention to detail; exercise strong quality control over own work
The ideal candidate will be highly detail-oriented and will possess strong organizational skills. Multi-tasker with attention to detail
Excellent knowledge of Microsoft Office products, particularly Excel; knowledge of VisualBasic is
Attention to detail and Influencing skills, good logical and analytical skills, ability to abide by RBS core values, strong presentation skills
Should have strong MS Excel knowledge including the use of functions such as Vlookup, pivot tables, nested if functions etc .Knowledge of VBA is

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Associate Resume Examples & Samples

Bachelor’s degree or equivalent experience. Equivalent experience should include working for 2 – 3 yearsur years in a customer service environment, preferably some of that time in a Transfer Agency or financial operations environment
Investment industry experience preferred
Strong written and verbal communication skills are needed
Strong emphasis on meeting productivity targets
Ability to work in a fast-paced, team oriented environment and work within deadlines
Strong computer skills and attention to detail a must

Associate Resume Examples & Samples

Business research
Development, training, and mentoring of analysts
Strong writing skills, as evidenced by writing samples

Associate Resume Examples & Samples

Performing market analyses to generate potential new business leads, preparing meeting materials and attending meetings with prospective clients
Analyzing alternative investment portfolios
Preparing transaction information (e.g. memoranda, data room materials, investor presentations)
Assist in communicating with prospective buyers and coordinating interactions between Lazard professionals and prospective buyers
Communicating with and reporting to Lazard’s clients; and
Assist in the closing process of a transaction including creating investment schedules and coordinating with buyer’s and seller’s legal counsels
Three years of investment banking, secondary advisory, investing or similar experience
Excellent references and a strong team orientation demonstrated through his / her prior employment
A strong and demonstrable analytical background; and will be
An effective communicator and writer

Associate Resume Examples & Samples

Perform good order review, and process financial and non-financial transactions Process accepted transactions accurately, efficiently and in accordance with the policies and procedures
Prepares inputs and verifies transactions using company computer systems, in addition to division specific systems and subsystems
Primarily processes work that is in good order (IGO), as well as work that requires more complex processing skills and problem resolution ability. This work includes monetary and non-monetary transactions
Also responsible for preparing relevant reports, and timely completion of compliance related activities

Associate Resume Examples & Samples

Work effectively as a team member sharing responsibility, providing support, maintaining communication, and updating senior team members on progress
Build strong internal relationships within Advisory and across other services
Assist in the execution and day to day leadership of a portfolio of client projects
IT external audit support including Financial audit IT integration
IT internal audit
Third party reporting, e.g. SOC1, AAF 01/06, SOC2
Experience of the IT elements of regulatory reviews (e.g S166, client money, Sarbanes Oxley 404, Solvency II or Basel II)
IT elements of Supplier Risk Management
IT programme governance and Control

Associate Resume Examples & Samples

Typically MBA graduates or graduates with 3-4 years experience
Permanently eligible to work in the United States
Desire for significant transaction responsibility and ability to understand complex financial products; proven analytical ability and attention to detail; superior written and oral communication skills. 3 years work experience
Concentration in Finance; degree from a leading MBA program
Solid leadership and interpersonal skills; success working in a fast-paced, team environment
Background in financial services or experience as an analyst

Associate Resume Examples & Samples

Participate and/or lead projects including financial modeling and ad hoc analysis
Understand key operating profit drivers and work with business management to optimize
Growth initiatives
Proactively look for opportunities to optimize the current reporting and develop new approaches to assess the health of the business
Responsible for running management reports, including monthly business and financial results to management and businesses, co-working with business finance colleagues
Provide/review financial data related to various businesses by interfacing/coordinating with functional business finance contacts, which include weekly sales, monthly Net New Business (NNB) forecast update, global MIS such as Business Review and Operating Plan
Update/review expenses forecast for functions on a monthly basis and input to required template for upload to finance system (Northstar)
Support/co-work with Business Finance manager in budgeting for regions and businesses
Oversee activities performed by India team members for Business Finance tasks migrated
Support Business Finance manager in continued migration of operating tasks to India
Co-work with other finance teams for proper expenses forecast
Drive the One BlackRock Culture
6 years of experience with a similar profile, preferably including investment management and/or financial industry experience
Strong financial acumen and ability to think quickly
Ability to communicate effectively within BlackRock, including Finance, both locally and across geographies
Ability to build relationship with multiple stakeholders
Ability to work effectively in a team environment (not only Business Finance team but also acrossFinance including controllers team and Finance as a whole
Advanced Excel and PowerPoint
MBA or equivalent qualification preferred. Strong academics including bachelor’s degree in a numeric discipline
Good communication and engagement skills at all levels
'Can-do' attitude - willing to contribute at all levels in a small but high performing team environment
Analytical ability
Ability to develop a deep understanding of the business and its key drivers
Ability to deliver in fast paced environment with tight deadlines and multiple demands
Experience with Hyperion Essbase or similar multi-dimensional analytical tool skills is helpful but not essential

Associate Resume Examples & Samples

Prepare and review Forms 1118, 5471, 8858, 8865, and other international tax forms (including preparing E&P adjustments and Schedule M’s)
Assist with preparation of Subpart F and foreign tax credit calculation
Assist with preparation of income tax provision and evaluation of uncertain tax positions in accordance with FIN 48
Assist with IRS international audits
Review the work of Tax Analyst as needed
Assist in the development and implementation of tax planning initiatives
Prepare and Review international provision; prepare and review US reporting of non-US affiliates (Form 5471s, Form 8865s and Form 8858s); assist with international aspect of special projects
Must have excellent legal research and writing skills, and must be prepared to present evidence of same during interview process
Must have advanced computer skills, and be familiar with Microsoft business applications, and other tax and financial applications. Experience with corporate tax preparation and partnership tax accounting software will be considered a plus
Must have excellent oral and written communication skills, and must be developing organizational and supervisory skills
Must have strong team handling skills and should be able to plan schedules for team according to priority and keep the managers updated on day to day business

Associate Resume Examples & Samples

Implement new business functionality on the Aladdin system to meet business requirements
Develop an increasing understanding of technologies and architectures, including enterprise architecture, design and implementation, software design and deployment best practices
Ensuring focus on quality and delivering results
Assist team leads with developing project estimates and plans
Should be able to work in US EST time-zone with overlap of 2-3 hours
Bachelors or MS degree in Computer Science or Mathematics
Strong programming skills in Java
4 years of experience with large scale software development and deployment
3 years of experience with Java
Knowledge of Java Swing and multithreaded java development
Knowledge of Spring, JDBC & SQL
Strong foundation in Object-Oriented Analysis and Design as well as Design Patterns
Experience in the finance industry or knowledge of financial products is a plus
Experience working with, designing and building scalable real time systems is very helpful

Associate Resume Examples & Samples

All phases of software development for the AnSer product and supporting server infrastructure
All phases of software development for the Aladdin Research product and supporting server infrastructure
Working with senior team members and internal clients to specify and design new product functionality
Interfacing with other groups in the firm to solve client problems
Continuous communication of technology decisions, issues and plans to senior team members and clients
Providing ongoing development maintenance of existing application functionality, working closely with the client support teams to address issues that are escalated for resolution
5+ years of industry experience
Knowledge of JavaScript, HTML5 and CSS3
Knowledge of SQL, JDBC and Spring
Experience with Unix (especially Solaris and Linux) and Windows
Strong object oriented programming design skills. Knowledge of UML, design patterns/frameworks, etc
Experience with the Java Foundation Classes (JFC)
Degree in computer science, engineering, or a similar technical field
Experience in the financial services industry a strong plus

Associate Resume Examples & Samples

Minimum Bachelor in a technology field
Extensive hands-on experience in a Java / J2EE development team using Spring, JPA/Hibernate, Multi-threading and messaging protocols (JavaFx desirable)
Hands on experience designing and delivering complex, highly scalable distributed software components; experience with ZooKeeper and Cassandra or equivalents is not essential but would be beneficial
Solid database experience (SQL, DDL/DML, data modeling). Sybase experience preferred
Solid understanding of the different software development methodologies from waterfall to Agile
Experienced with Continuous Integration, Test Driven Development
Solid understanding of object-oriented development principles
Solid understanding of relational databases (e.g. Sybase, MySQL, etc.) & programming languages theory (e.g. Java, Perl, Python)
Web knowledge (HTML, JavaScript, HTTP)
Able to work in a Unix/Linux environment
Demonstrated interest in finance
Strong attention to detail and thoroughness
Demonstrated ability to be a self-starter and learn quickly
Excellent communication skills to enable clear articulation while working with global team and portfolio managers
Ability to work in a team-environment
Candidate must have the ability to quickly learn the intricacies of complex financial instruments and adapt their technical ability quickly

Associate Resume Examples & Samples

Work with project managers, technical leads, business owners and analysts through the whole SDLC, understanding and refining systems requirements, designing and writing code, clearly documenting the development process
Develop server-based solutions for a wide range of web sites and web applications
Understand and support existing systems, and resolve operations issues while working with other support team staff located across the globe
Work with development teams to create the technical architecture around client technology needs
Solve client problems and communicate resolutions for existing systems
6 years hands-on Java, J2EE development (JSP, servlet, Struts, JDBC, taglib, JSTL, JBoss, ATG Dynamo)
3 years Perl design and development experience - perl data structures and references, CPAN, modules, and packages
5 years database experience (SQL, DDL/DML, stored procedures, data modeling). Sybase experience preferred
5 years experience with Open Source tools (Apache, JBoss, Tomcat, Hibernate, Ant, Struts, Spring, JUnit, etc.)
3 years UNIX experience (ksh, bash, shell scripts)
Strong foundation in SDLC methodologies - Waterfall, Agile, Unified Process
Experience with object modeling and architecture using UML
Financial knowledge and interest strongly recommended
Experience working with global project teams spread across several time zones a must

Associate Resume Examples & Samples

Account coding and coding reviews
Manual test execution
Documentation of procedures
Process /system enhancements
Maintenance of Legal & Compliance Restricted Lists
Client certifications / attestations
Experience of working in the investment management industry and of investment products preferred
Experience of coding of client portfolio in SQL preferred
Ability to manage stress and work in a highly challenging environment
Have maturity and positive attitude
Strong multi tasking skills
Strong Microsoft Office knowledge
MBA Finance or CFA
Knowledge of UCITs regulation, preferred
Capital markets knowledge or NCFM certifications preferred

Associate Resume Examples & Samples

In collaboration with the Lead provide testing services for the global testing team including automation implementation, Performance Testing and reporting ensuring delivery is on time and of high quality for specific tools and processes
The QA Engineer will develop, maintain and execute automated scripts based on manual test cases; therefore the ability to code using HP Quick Test Pro (QTP v10) and use of Application Lifecycle Management (ALMv11) modules (Management, Test Plan and Test Lab) is a must.Interface and liaise with the global Test, Business and Development teams, effectively communicating testing metrics, progress, schedules and issues impacting delivery
Able to establish and/or confirm functional and non-functional requirements and produce high quality stress, load and performance test strategies, plans and associated documents
Able to identify, procure and manage environments and data required for testing
Able to design, build, execute and monitor performance tests
Knowledge of monitoring, profiling and tuning tools eg JMeter(preferably), HP Loadrunner/HP Performance Center(desirable)
Minimum of 3 years experience in Software Quality Assurance in a financial services firm, including writing manual tests, test automation development and execution
Minimum 2 years experience using QTP and use of all ALM modules with an emphasis on automation test execution and reporting from Test Lab and Traceability coverage metrics
Minimum 1 year experience using LoadRunner with an emphasis on Performance automation
Testing tool to design and execute load tests against Java applications, Web applications, web services and SQL Server
Good exposure to coding in Java & PERL
Exposure to functional automation framework implementation and hands on coding
Well versed in writing performance test plans with good exposure in performance engineering
Awareness of performance standards and to compare the application under test to these standards and thereby determine the bottlenecks and subsequently their root cause
Understanding of web protocols including HTTP, HTTPS, TCP/IP, Socket and DNS
Exposure to following technologies: RDMS , SQL, *nix, windows, XML and Java
Strong foundation in various SDLC methodologies - Waterfall, Agile, Unified Process
Exposure to scripting languages like Jscript, VBScript, Python would be an added advantage

Associate Resume Examples & Samples

Confirm and affirm transactions with counterparties across all product sectors
Route trade details/ portfolio allocations & receive written or electronic trade confirmation from counterparties daily
Process MBS TBA pool allocations
Resolve DK’s, fails and exceptions
Coordinate with dealer community on STP efforts to further automate confirmation process. Represent IO and BLK in industry and STP initiatives
Maintain awareness of industry changes and their impact on the confirmation process
Liaise with vendors, executing brokers, FCM’s, CCPs, and senior management to make transparent industry changes and impact to IO and BLK
Bachelors Degree in Finance or similar concentration required
Understanding of financial markets and related instruments
Solid working knowledge and understanding of trade processing, settlement processes and systems, e.g. CTM, Domestic Oasys, MarketAxess, Tradeweb, FXall, FIX, MT300, Bloomberg
Team player with excellent attention to detail, problem solving / analytical abilities, research skills and willingness to learn
Proven ability to manage small – medium sized teams
PC proficient with experience in Excel, Word, PowerPoint and various Investment Management and trading platforms, e.g. Aladdin

Associate Resume Examples & Samples

Develop firm wide models to forecast capital stress testing components
Develop approach and implementation plan for each required central capital model
Partner closely with external data providers and model development resources
Stay current with emerging requirements, both regulatory and others, and manage corresponding changes in models, systems, and processes
Liaise with Central Stress Testing team on all CCAR submissions
Oversee and participate in hands-on review of tools, documentation, process, and data to assess conceptual and financial soundness of the implementations, as well as compliance with rules and best practices
Present plans, status, and findings to management
Graduate degree in a quantitative discipline (Mathematics, Statistics, Engineering, or related quantitative field)
The candidate must be a self starter who is able to work in a fast paced, results driven environment
Strong quantitative, analytical, and problem solving skills
Good knowledge of financial products and financial markets
Good organizational, management, and communication (verbal and written) skills
Experience in statistical modeling software (SAS, EViews, R, Matlab etc.); Strong Excel, VBA and SQL skills
Experience with pricing models, capital models, and/or financial forecasting is a plus
Experience and knowledge in regulatory capital rules (Basel and CCAR) is a plus

Associate Resume Examples & Samples

The candidate must be anexperienced professional who possess strong auditing skills, good knowledge ofthe private banking/wealth management and/or investment management businesses,financial instruments and products, and a strong understanding of internalcontrol systems within a financial institution
This role is responsible forthe following
Performing detailed riskand control assessments across AM functions and processes
Performing end to endcontrol reviews over regulatory reporting and other process and functionsacross AM
Facilitate kick off andclosing meetings with department managers
Maintain accurate andcomplete documentation
Follow up on all itemsthrough completion
Perform root cause analysisof issues and recommend remediation steps
Ensure that all design gapsare identified and remedied in a timely manner
Develop/provide professionaland accurate reporting to management for review
Developing recommendations to strengtheninternal controls and improve operational efficiency; and
Staying currentwith evolving industry andregulatory changes, andanalyze impact to business objectives, processes,and compliance
Resolution Planning andExecution
Manage a complexreporting process to ensure complete, accurate and timely reporting of the ResolutionPlanning Documentation for the lines of business, legal entities and criticaloperations in scope
Liaison with line ofbusiness contacts, legal and the Firm PMO team
SOX and GLRS controlprogram administration, testing and QA
Internal ControlInitiatives including the quarterly management representation letter process andchecklist
Interaction with otherAM Finance Control Programs
Bachelor’s degree in Accountingor Finance, CPA a plus
4 - 5 years experience in Auditing, Accounting, Internal Control and/or Finance
Strong background in and/or familiarity with the Financial ServicesIndustry
Working understanding of operational risks and related controls
Strong skills in time management, problem solving, written and oralcommunication
Ability and desire to learn quickly, be flexible, and think strategically
Ability to multi task, complete projects on time, and be able to adapt tochanging priorities
Enthusiastic, self motivated, effective under pressure
Working knowledge of Microsoft Office applications; and
Ability to travel 25% ofthe time or more

Associate Resume Examples & Samples

Partner with LOBs, consumers and technology to identify root cause and resolve issues
Reconcile data between Risk Infrastructure and Finance (GL)
Support the sourcing of data into the Risk Infrastructure
SQL knowledge and ability to query database is a must

Associate Resume Examples & Samples

Participate & support Finance users throughout the testing phase
Provide hands on guidance to Finance users throughout testing/implementation phase
Provide continuous improvement opportunities through identifying best practices in processes/systems/reference data
Over 1 year experience on Wolters Kluwer Financial Services (WKFS/FRS) Reg Pro product implementation for Regulatory Reporting Automation (criteria to be mentioned for external hire only)
Strong understanding and an appreciation of the Project Life Cycle
Good communication, negotiation and relationship management skills

Associate Resume Examples & Samples

Background in Financial Accounting with strong accounting skills preferred
Working knowledge of reconciliations
Good at Excel, PowerPoint and access
Ability to analyze and interpret huge sets of data
Good at written and Verbal communication
People Management experience for at least 3 years
Self starter who drives initiatives for process improvements/enhancements
Having an eye to detail with control centric approach
Graduate with8 years experience/MBA CA with4-6 years of exp
Excellent Communication verbal and written
Ability to work in strict timelines
Willing to work in night shift

Associate Resume Examples & Samples

Managing a team of 11-12 Analysts and 2 Associates
Ensure adequate resources are assigned to each function and appropriate work allocation
Partner with client advisors to support all facets of the sales and business development processPartner with client advisors to support all facets of the sales and business development process
Coordinate product teams & other Institutional Advisory & Sales divisions with Sales processes
Initiate territory management efforts - research prospects within territory, keep client advisor abreast of client trends and industry developments
Prepare clear, structured & meaningful management reports detailing execution of sales strategy and performance through performance tools using revenue metrics, new business growth and relationship management data
Partnering with Global Client Reporting Management (CRM) for various activities such as data enrichment and projects including support for salesforce
Partner with the CRM projects team is providing reports that enable smooth data transition
Prepare sales reports and deck for senior management
Partnering with various sales segment and region head to enhance quality coverage and support
Motivate, guide and coach at all levels in the team
Escalate potential problems as needed in advance of deadlines
Drive initiatives within the team and track team's performance
Provide regular feedback to the team leads and ensure that the zero escalation for all processes
Drive local management initiatives
Regular business calls functional team and quarterly call with senior management
Qualified Chartered Accountant or MBA with5 -8years of related experience
Excellent desktop skills
1-2 years experience on Sales reporting tool preferable
Strong understanding of banking and financial services industry
Strong ability to understand multiple systems and platforms
Excellent detail orientation. Ability to delve into details with a view to solving issues and add value to existing functions
Ability to liaise and partner with stakeholders
Ability to understand key drivers of the business

Associate Resume Examples & Samples

Support the GTI Vendor Optimization Program, an effort to reduce vendor expense through improved governance, analysis of management information and pipeline reporting. Responsible for tracking save opportunities and production of monthly executive level reports highlighting achievements and opportunities
Support the GTI Vendor Reduction Program, an effort to reduce reliance on third-party providers through in-sourcing, elimination or aggregating requirements with a smaller number of strategic suppliers
Develop and maintain reporting for New Vendor Spend and key business drivers including LOB demand, centralisation into GTI and new product requirements
Business drivers including LOB demand, centralisation into GTI and new product requirements
Maintain a Vendor Deal Pipeline. Provide new deal analysis and financial modeling including aggregate GTI views, what if analysis & ROI analysis. Partner with the JPMC sourcing teams to ensure supporting data is complete for key contracts including multi year financials, contract start & end dates, products & services and entitlements & volume
Develop and maintain a linkage between the contractual view of new vendor deals and the financials and highlight areas of opportunities & risk in the GTI budget / outlook. Partner with JPM sourcing managers, GTI Operational Managers & B&FP finance teams to translate sourcing saves into a P&L view and determine impact (+ or -) against the vendor productivity target
Develop and maintain multi year projections of vendor spend which are utilized in Senior Executive Planning and Forecasting presentations and as inputs into multi-year plan projections
Support Contingent Worker Programs including strategic Beeline roll-out, improvements to worker controls and know your Employee policy implementation. Develop closer linkages between individual statements of work, the associated vendor workers and the GTI budget / outlook
Partner with the BFM Leads and B&FP (business & financial planning) teams to provide transparency and insight into vendor expense and the underlying business drivers
Drive better linkages into other BFM disciplines including investment management, location strategy & resource management
Ad hoc request fulfillment for Finance, Technology & Sourcing managers
5 - 7 Years+ experience in finance or vendor based role with practical experience in core finance disciplines
Experience in executive presentation development
College degree desired in Finance or Business

Associate Resume Examples & Samples

Strong analytical and credit skills are a must
Strong communication skills, both written and verbal - Chinese as well as English – high level of fluency in both languages is an essential requirement for the role
Very strong comfort with MS Excel and ability to navigate through complex financial models
Proficiency in Microsoft office suite (Word, powerpoint, Excel, Outlook etc)
Ability to take a leading role on due diligence, with a mindset to question and cross check (with third parties or others) information supplied by borrowers
Exposure to structured lending transactions (knowledge of derivatives and commodity financing preferred but not a requirement)
Ability to work under tight timelines and multi-task
Flexible mindset with solution orientation (going beyond identification of risks)
Active listener and strong teamwork/partnership approach (both with business partners and others within Credit)
Ability to form a credit view and defend that view, while listening to views of others
Self motivated individual willing to take initiative
Knowledge of JPMorgan credit rating methodology preferred but not a requirement
For the Associate role – Familiarity with basic term sheets and loan documentation
Education – A Master’s Degree in Business Management / Administration or Finance or Economics or Accounting

Associate Resume Examples & Samples

Should be able to work independently as an Individual Contributor
Strong control mindset with an aptitude to identify & assess operational risk issues
Keen eye for details and ability to identify control gaps. Good auditing and review skills
Reasonably good Excel and Power-point skills
Able to grasp/learn new concepts, policies and procedures quickly
Should be a self starter and carry a proactive & positive approach
Ability to understand the risk impacts of technology change projects

Associate Resume Examples & Samples

Support MIS requests to create, alter, or improve reports as well as process Ad Hoc reporting data requests
Publish and support relational data sets for report use
Interface with internal customers for both support and requirement gathering
Support, develop and maintain Cognos Reports
Perform data integrity checks before handing over reporting for User Acceptance Testing
Develop automation of data verifications incorporating checks for exceptions, inconsistencies, tolerance levels, business rules, and valid output
Complies with all security policies and procedures, to ensure that the highest level of system and data confidentiality, integrity and availability is maintained
8-10 years experience working in a financial business report writer role including work with MS Access and Excel Spreadsheets
Candidate must have very strong experience in SQL data mining and data manipulation
Bachelor's degree Computer Science or related field or technical certification in SQL and report writing tools
Candidate must have good communication skills and be a good team player
Candidate must be able to work independently with little supervision in a fast-paced environment
Experience with Cognos or other business intelligence tools is a plus

Associate Resume Examples & Samples

Daily, weekly and monthly general ledger activities where by the service provider will be responsible for processing journal entries relating to income recognition, expense accruals and month-end book close process
Support in preparation of the data relevant for Regulatory submission
Bachelor’s degree in business, finance, accounting, MIS or an applicable discipline. MBA preferred
4-6 years experience in Finance, Technology/Operations, Management Reporting
Excellent communication and partnering skills
Ability to research issues/problemsand provide a 'solution-based' approach
Knowledge of Essbase would be an added advantage

Associate Resume Examples & Samples

Support management with evaluating and identifying new processes within operational production areas as well as designing and implementing new innovative ways to push, pull, publish, and report information
Design and develop new and enhanced reporting, scorecards, and dashboards to drive improved results
MBA (Finance)/ Chartered Accountant with 6-8 years of post qualification experience
Ability to research issues/problems and provide a 'solution-based' approach

Associate Resume Examples & Samples

Support the CIB Financial Control leads on the London Ledger migration to SAP, on behalf of FC; coordinating across all CIB LOBs
Identify risks and issues
Basic understanding of Merit and / or SAP ledger and associated functionality (nice to have)
Comfortable liaising with various product aligned businesses and across other corporate financial and accounting groups

Associate Resume Examples & Samples

Manage workforce approvals, headcount reporting against plan/outlook, variance analysis, tracking movements across functions including migrations in, growth and efficiency across India and Philippines
Manage performance reporting & analysis which includes all related monthly and periodic expense reports, monthly forecast, annual budgeting, strategic and other ad-hoc reporting/analysis
Review expense ledgers, analysis of variance to plan/outlook, posting necessary accruals to ensure proper trending
Identifying, deliver and record expense efficiencies
Investigate indirect allocations and expenses charged to the line of business (LOB) on a periodic basis
Work with global finance teams for setting up cost centers for various processes and ongoing financial reference data maintenance
Support business in Metrics management, business model review / approval and reporting
Interact with local senior management, Regional and Global Finance teams (Global CFOs included), keeping them appraised and involved with key decisions and projects across finance and operations
Comes with consultancy background with experience in automation (Excellent Excel skills; knowledge in Macros/MS Access), business process re-engineering, process improvement and project management
Proficient with knowledge of technology including current management tools like QlikView, Cognos, Essbase, Hyperion, etc
Strong ability to communicate with senior stakeholders and ability to interact with people at different levels and across countries
Strong analytical skills, good judgment, proven track record of working well within teams and as individual contributor
Ability to plan and prioritize various tasks in order to meet deadlines, strong attention to detail in supporting management with clear and concise data analysis and presentation
CA, MBA from reputed institute with experience of 6-8 years
Candidates having experience only in Accounts Payable / Receivable, Taxation, Regulatory & Statutory reporting, Audits etc. and without the professional degree can be excluded. Comes with consultancy background with experience in automation (Excellent Excel skills; knowledge in Macros/MS Access), business process re-engineering, process improvement and project management
Candidates having experience only in Accounts Payable / Receivable, Taxation, Regulatory & Statutory reporting, Audits etc. and without the professional degree can be excluded

Associate Resume Examples & Samples

4-7 years experience in managerial finance/ planning/ reporting role
Dynamic team player, able to adapt to a changing environment
Good analytical skills and creative problem solving skills
Excellent Excel, Access and Powerpoint skills
Thoroughness and attention to detail and accuracy, strong work ethic
Experience with expense and efficiency analytics

Associate Resume Examples & Samples

Help to lead and execute the overall HR Operational Risk Strategy for the Region
Provide risk management advice to all stakeholders
Manage Business Process Reviews to identify the key controls in HR processes and performs checks to validate effectiveness of controls
Manage Risk Control Self Assessment processes in the Region
Lead and drive risk related projects and initiatives
Work with HR teams to define and buildresiliency plans and crisis management plans
Identify potential risk events or other control issues and provide advice on risk mitigation and implementation. For example, data privacy issues, compliance risks, information risk management and control weaknesses
Partner closely with other teams such as Vendor Risk Management, Business Resiliency teams, Information Risk Management, Audit, Compliance and other control teams
Relevant work experience in Operational Risk Management, Audit, or other control functions
Excellent communication skills, both written and verbal
Experience in managing staff
Ability to take risk concepts and apply them in practice specifically to HR
Proven track record of dealing with and managing expectations of multiple stakeholders
Ability to identify operational risk issues and advise on risk mitigation eg Control Self Assessments, Risk Events, Data Privacy Breaches and Resiliency
Analytical mindset with the ability to approach issues in a logical manner
Ability to deal with multiple tasks and requests in a fast paced and evolving environment
Ability to see the bigger picture while understanding the detail, ability to provide concise direction and analytics to senior management as well as fellow team members
Willingness to contribute in a team environment
Some knowledge of HR processes and functions will be an advantage but not essential

Associate Resume Examples & Samples

Assist Hong Kong Middle Office team running the day-to-day activities of the Middle Office
Work closely with the fund managers and dealers to provide daily support for their ongoing business requirements spanning a variety of areas such as project management, new business initiatives, derivatives and structure product management, front office support, defining operating procedures, technology & infrastructure changes, and initiatives raised by risk & compliance departments
Take ownership of initiatives and coordinate between the front office (fund managers & dealers) and the various support areas such as operations, technology etc to ensure successful completion
Consolidate facts and figures from various sources and provide concise summary updates, prepare and update various management reports on a periodic basis, handle ad-hoc management report requests from senior management and fund managers
Working with colleagues from Oversight & Control, Risk and Compliance to ensure sound controls/ project plans are in place and that they are followed accordingly
A track-record of at least 8 years working in the financial services industry, the successful candidate will have strong knowledge of the equity, fixed income, derivatives product and currency markets gained from experience in investment management or custody businesses
University graduate and/ or CFA preferred
Must be able to develop a deep understanding of the IM business from end to end, both internal and external practices
Effective organization, prioritization and time management skills, able to work under pressure and meet tight deadlines
Ability to breakdown complex initiatives into manageable tasks, prioritize and execute accordingly
Exemplary communication skills both written and spoken, must be able to deliver key messages to senior colleagues in a confident, straight-forward manner
Fluency in English plus good language skills (oral and written) in Cantonese and/or Mandarin
Offer alternative perspectives to problems and recommend innovative solutions to opportunities
Possess strong analytical skills, with great attention to detail and ability to make sound judgment
Ability to build relationships, respecting inclusion and diversity, and interact effectively across multiple different locations
Comfortable to perform routine tasks as required

Associate Resume Examples & Samples

End to end ownership of the monthly financial and MIS close process as it relates to Brokerage products sold through GWM. This includes developing the current month revenue forecast, overseeing the timely reporting of all monthly financial information, monitoring activity and providing management with regular updates on monthly performance and results
Report and explain variances from Outlook as actual results become available
Continually evaluate and enhance the control framework
Collaborates with multiple finance departments throughout the Firm to support and accurately capture the economics surrounding our various brokerage products
Continually monitor and assess department deliverables to develop and implement more efficient procedures, while maintaining a high level of accuracy
Consistently look to standardize best practices across LOBs through proactive communication and process re-engineering
Assist in responding to inquiries from CFO teams as well as management regarding financial results and various ad hoc requests
3-5 years Accounting and Finance experience
Excellent analytical skills and knowledge of finance and accounting concepts
Extensive Excel and Access knowledge; working knowledge of Essbase a plus
Detail-oriented, organized, and has ability to multi-task and shift priorities quickly
Must be able to work in a team environment while maintaining control with limited supervision
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with a positive attitude and a focus on business issues

Associate Resume Examples & Samples

More than 1,300 investment professionals providing nearly 400 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
Leadership positions in America, U.K., Continental Europe, Asia, and Japan
Provide support for regional head of O&C in terms of project mgmt, business responses and driving remediation activities related to regulatory exams, internal audit or operating errors
Develop working knowledge of the Asset Mgmt business, with an emphasis on its control environment and regulatory agenda
Be a change agent and influence the broader control environment and culture through on the ground training and coaching
Evaluate data and trends to identify improvement opportunities and associated issues and risks
Identify quantifiable metrics and benchmarks to track progress over time
Develop and implement standards and methodology for control and risk
Prepare and present regular executive updates summarizing results
Close coordination with global & regional O&C colleagues and business partners

Associate Resume Examples & Samples

Structured, fact-based decision making style
Good systems technology skills
Previous experience in a financial services compliance monitoring role, Middle or Back Office environment or Broker Support would be an advantage

Associate Resume Examples & Samples

Review the design and effectiveness of business and control processes in adhering to regulations and the firm’s compliance policies for the Corporate and Investment Banking (CIB) businesses acrss Asia
The individual would be expected to work closely and leverage the expertise of product and country Compliance colleagues in Asia and globally to achieve this objective. In addition to extensive interaction with the front office, the individual would be co-ordinating or engaging with Audit, Operations and other functions supporting the CIB businesses across Asia
Develop and create test/audit/review programs, executing the programs within the global Compliance testing policy and deadlines, reviewing and overseeing the adequate remediation of issues identified from the reviews
Co-ordinate and oversee Audit, Regulator and Client enquiries and reviews relating to Compliance testing
Participate in Compliance departmental projects

Associate Resume Examples & Samples

Coordination across LOBs and functions
Maintenance and tracking of execution against a multi-year plan
Support to LOBs looking to exit or consolidate sites
3-5+ years of experience in Financial Analysis, Consulting, Project Management, Location Planning, Corporate Services, Operations, Technology and / or Real Estate
Prior experience in location strategy teams, large-scale programs or initiatives with other large companies would be useful
Experience working with senior management in strategy development and value creation in a Corporate environment
Excellent academic and performance evaluations track record

Associate Resume Examples & Samples

Graduate, preferably in Commerce
4+ years working experience overall, ideally in Financial Services
Good at data processing and calculations
Efficiency and comfort of working in MS Excel
Ability to work in a deadline driven environment
Works well in teams
Good written & spoken communication skills in English
Has sensitivity and ability to maintain and manage confidential data in a secure manner, with alertness to notice and question exceptions
Has a client servicing focus
Has analytical ability, takes initiative and innovates
Worked on MS Access
Knowledge of XL formula
Able to prepare macros

Associate Resume Examples & Samples

Graduate/Post Graduate with a minimum 8 years of relevant recruitment experience of working in large, professionally managed firms, with exposure to a highly matrixed local and global reporting environment
Strong understanding of the local hiring market for the relevant skill-sets
Capable of building strong Client relationships & professionally manage client expectations
Proven experience in managing an end to end recruitment process
Ability to work under pressure, prioritize appropriately, meets deadlines and juggle simultaneous demands
Committed in approach and flexible attitude towards working hours

Associate Resume Examples & Samples

To distribute Fixed Income products to J.P. Morgan Private Bank Client Advisors (Bankers and Investment Advisors)and our Clients (private investors) via provision of professional advice and best execution
Toprovide the best execution and dealing to meet Clients needs and achieve revenue target. This includes strengthening business relationship with major trading counterparties and positioning ourselves as a preferred trading partner
To assist in growing business by idea generation, internal education, product pitching and product development
Provide advice and research on Fixed Income products as requested by sales force or Clients
Mandatory to have at least 3 years experience in Fixed Income Sales with an Investment Bank or as Fixed Income product specialist in a major Private Bank
An university degree is required
Proactive, initiative, self confident with high energy level
Work as part of the wider Solutions team with good interpersonal and communication skills
Fluency in English & Cantonese. Mandarin would be a plus
Technical skills including Excel and Powerpoint, etc

Associate Resume Examples & Samples

Working on global agenda for regulatory change management in Asia pertaining to the OTC Derivatives space as mandated by HKMA and MAS and impact that Dodd Frank, European Markets Infrastructure Regulation (EMIR), Retail Distribution Review, Markets in Financial Instruments Directive (MIFID II) have on PB Asia’s business
Designing and implementing solutions for the Private Bank in Asia
Partnering with multiple work streams associated with various deliveries
Working with Legal and Compliance partners to interpret and understand impacts of changing derivative regulatory landscape
Working with business leaders to articulate how this changing regulatory landscape will impact Private bank business model
Working with team head in making recommendations to senior management as to specific strategy to address impact of regulations
Liaising and engaging partners in other parts of the firm (Investment Banking etc.) to leverage firm wide capabilities

Associate Resume Examples & Samples

6 years professional experience; including 1 years of project experience
Strong data mining, problem solving, & analytical skills with ability to summarize findings
Ability to manage multiple tasks. Ability to learn and respond on the fly
Proactive, independent and self-managing
Partnership oriented and Team player with ability to communicate with all staff levels within and outside of own area
Organized & Detail Oriented
Must be able to manage activities against a project plan and time line
Proficiency with standard desktop applications including MS Excel, MS PowerPoint, MS Project and MS Access
Familiarity with SAP and/or Oracle ERP systems and JPMC financial processes a plus

Associate Resume Examples & Samples

MBA or a post graduate in business or finance with 3-5 years of experience with 1-2 years of relevant experience
Excellent business writing, organizational and project management skills are essential
Knowledge of financial services and securities industry required
Proposal or technical writing experience preferred
Proficiency with MS Word, Excel, PowerPoint required
Experience using appropriate RFP content software preferred
Excellent written and oral communication skills - ability to understand relevance of information, ability to synthesize and summarize information
Proven ability to deliver results in a timely manner
Proactive, positive approach. Ability to grasp/ learn concepts quickly
Strong partnership skills

Associate Resume Examples & Samples

Completion of an undergraduate degree and 3-5 years relevant experience
Excellent reviews and referrals from your current manager and peers
International background or experience, including the ability to speak one or more foreign languages, a plus

Associate Resume Examples & Samples

Extensive experience in Private Banking, Asset Management or Investment Banking industry with a proven track record of managing and delivering change within a large, highly complex, cross-functional environment
Significant project and change management experience with a proven track record of delivering complex product and/or new business initiatives across a range of functions and regions. This should include the product offering, operating model, technology and business support infrastructure
Credibility and proven ability to engage with regional business heads to discuss implications of new regulatory requirements from a business perspective
A broad understanding of securities, instruments, structured products, portfolio management techniques, investment processes, and investment management products
Minimum of a Bachelor's degree
Strong recommendations available upon request
Have an entrepreneurial mindset with the ability to think on their feet and be able to apply critical thinking (strategic, conceptual, and analytic) and logical/structured framework to situations such as business case development and issue resolution
Excellence in project management disciplines and an ability to instill structure, process, accountability, delivery and client-focus
Excellent strategic influencing and interpersonal skills, comfort in working with people at all levels across all functions
Ability to develop effective partnerships with key business partners, including the various Product and Asset Class owners, Business Management teams, Finance, Legal, Compliance, Tax, Risk and various operations groups globally
Be a team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives

Associate Resume Examples & Samples

Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients
Minimum of 3 years experience in a Banking support role or comparable experience
Ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance / credit background
Collaborate with credit underwriting team on analysis, structuring and documentation of credit requests and must have strong credit , analytical, and modeling skills
Knowledge of Investment Banking products and preferably execution experience. Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, interest rate and currency hedging, high grade and high yield bonds, and asset backed securities
Highly organized, detail-oriented and proactive
Superior Excel and Power Point skills
Series 79 and 63 licensed (or must obtain)

Associate Resume Examples & Samples

Ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance background
Collaborate with credit underwriting team on analysis, structuring and documentation of credit requests and must have strong credit, analytical, and modeling skills
Partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams

Associate Resume Examples & Samples

Perform testing of Java and SQL based modules for the LRI CS BPF solutions managing orchestration of the business processes in LRI
Test and repair business process dependency graphs using SQL based procedures
Develop monitoring and automation scripts using UNIX scripting languages and SQL
Working closely with the Central Testing Team conduct testing of the BPF solutions, resolve run time problems, and ensure successful execution of the business processes in the testing environments
Help Operate team in solving run time production problems and ensuring timely completion of the daily batch processing
Develop Java modules and SQL stored procedures managing orchestration of the LRI Business Processes
8 years of experience in operate support of large scale data processing applications
Strong Java developer with experience in both Back End and Front End development. Oracle SQL and PL/SQL is required. Messaging and JMS is required. Knowledge of the business process management technologies is a plus. Context management experience is a plus for that position
Knowledge of UNIX scripting like shell and Perl
Ability to articulate complex data problems and solutions required

Associate Resume Examples & Samples

8+ years of software development experience of mission critical systems in large organizations, preferably in financial services
Strong knowledge of Oracle SQL and ability to develop stored procedures in PL/SQL
5+ years of development of Rich Clients using Java based technologies
Strong knowledge of FLEX development principles and methodologies
Strong knowledge of Spring framework

Associate Resume Examples & Samples

Verify, and input information/data into computer files, databases or systems, or in record retention systems
Image (Scan) and Index (Data entry) documents according to various criteria i.e. Doc Type, Account Number, Firm and Workflow Path
Assist Operations personnel with document related questions
High school diploma or equivalent plus one year of job-related experience or business/technical college
Type 40 w.p.m. and 10-key number pad by touch (or effective use of top row.)
Satisfaction StudySM, the company announced today. (as of May 9, 2013)

Associate Resume Examples & Samples

Ensure compliance to terms and conditions of loan and other agreements, complete annual/biennial reviews of facilities, facility renewals, quarterly monitoring and Borrowing base reporting for all borrowers
Use bank policies/guidelines and judgement to manage daily excesses, over-limit payments and, in general, ongoing credit relationship within RBC
On occasion assist with structuring, documenting and executing new and renewal syndicated and bilateral loan transactions
Take a view on the credit and borrower risks and refer potential high-risk situations to Triage and elsewhere (e.g. GRM) in more urgent situations
Work closely and maintain positive relationships with other areas of Global Credit, including Corporate Banking and Portfolio Management, and with other areas of the bank, notably Group Risk Management, Global Treasury, Global Services and the Global Banking Business Services Centre back-office support group
Assist VP CTM London and Managing Director Global Credit London, when called upon, in other projects within Global Credit UK including but not restricted to assisting the Manager Trade Administration and Manager Loans Agency
Prior relevant experience in a relevant credit department

Associate Resume Examples & Samples

To assist in the marketing and execution of M&A, equity and financing transactions in specific sectors
To work in close co-operation with other local and global teams in coverage of the sector
To assist in the development of relationships with, and generate revenue from, corporates and private equity clients
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functionspromptly. Failure to do so may subject you to disciplinary action, up to and including termination
FCA registered / Approved person
Previous investment banking or corporate M&A experience?
Sound judgement, paricularly in valuation matters, with strong research and analytical skills
Excellent modelling skills with experience in merger and LBO analysis
Advanced computer skills: Excel, Word, PowerPoint, CapIQ
Ability to adapt and grasp new sectors quickly, including understanding broad sector drivers, key players, the industry sub-segments and associated market dynamics

Associate Resume Examples & Samples

Perform on going detailed analysis and review of direct costs including but not limited to: Market data, Real Estate and FTE
Perform on going detailed analysis and review of indirect costs allocated to the I&TS business lines and communicate the analysis with management
Ensure costs allocated to I&TS from PARs initiated outside the platform are fair and aligned with original PAR methodology/estimates
Prepare materials for inclusion in I&TS business plans, forecasts and strategy documents working closely the I&TS business managers and key functional groups
Actively participate in ongoing I&TS business management activities and projects related to Compliance, Legal, Finance, HR, IT etc
MBA or Business degree or equivalent working experience in accounting and financial analysis
Proven ability to balance a diverse set of priorities and excel in a fast-paced, deadline oriented environment
Self-motivated with a strong sense of initiative
Maturity and confidence to query cost allocations with senior management
Strong financial and analytical skills
A collaborative and solution-oriented mindset
Strong written, verbal communication skills
Solid working knowledge of Excel, Access Database, Power Point

Associate Resume Examples & Samples

Gather and analyse public information through numerous sources
Develop, review and present financial analyses and models
Assist in the execution of transactions for clients including day to day process organisation, coordination with clients, third parties and other advisers, preparation of relevant documentation and management of due diligence
Assisting in preparation of marketing materials and participate in presentations to clients
Mentor and manage day to day work product of Analysts
Maintain updated sector materials such as multiples and transaction database
General sector research
NOTE: Scope of industrials team includes = Aerospace & Defence, Capital Goods, Building Materials, Automotive
Prior experience in a Corporate Finance / M&A advisory / Leverage Finance role at an Investment Bank
An understanding of the sector, the key players, strategic dynamics as well as current issues facing the sector

Associate Resume Examples & Samples

Identifying and evaluating new areas of opportunity for our clients and for the Firm
Helping market and plan engagements; and
Advanced accounting, finance, financial modeling and analytical abilities
Independent thinker and resourceful problem solver that is driven to succeed
High level of motivation with a very strong work ethic
An undergraduate degree with academic distinction
An MBA (2014 graduates should have pre-MBA investment banking experience)
Demonstrated ability to work well independently as well as cooperatively with all levels of staff

Associate Resume Examples & Samples

At least one year of investment banking experience
· Advanced accounting, finance, financial modeling and analytical abilities
· Be an independent thinker and resourceful problem solver driven to succeed
Have a very strong work ethic, organizational skills and ability to multitask
·An undergraduate degree with academic distinction
· Prior investment banking experience; no Class of 2014 graduates, please
· A demonstrated ability to work cooperatively with all levels of staff

Associate Resume Examples & Samples

Preparing, analyzing and explaining historical and projected financial information
Coordinating and performing business due diligence and executing M&A transactions
Preparing confidential information memoranda, management presentations, marketing pitches, and other presentations
Valuing companies and businesses
Helping to market and plan engagements; and
Building relationships and maintaining direct contact with clients, prospective clients and professional advisors

Associate Resume Examples & Samples

An MBA with significant course work in accounting and finance is preferred
At least one year of investment banking experience is also preferred
No Class of 2014 or 2015 graduates, please

Associate Resume Examples & Samples

Be an independent thinker and resourceful problem solver driven to succeed
Prior investment banking experience; no Class of 2014 graduates, please
A demonstrated ability to work cooperatively with all levels of staff

Associate Resume Examples & Samples

Prepare, analyze, and explain historical and projected financial information
Coordinate and perform business due diligence and execute M&A transactions
Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
Value companies and businesses
Assist in the marketing and planning of engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors; and
Supervise junior staff members in financial analyses

Associate Resume Examples & Samples

Prepare, analyze and help explain historical and projected financial information
Coordinate and perform business due diligence
Prepare confidential information memoranda, management presentations, marketing pitches and other presentations
Lead the planning and execution of marketing engagements; and
Build relationships and maintain direct contact with clients and prospective clients and professional advisors
Advanced knowledge of accounting and finance
An undergraduate degree with academic distinction (an MBA is also preferred)
Demonstrated ability to work cooperatively with all levels of staff

Associate Resume Examples & Samples

Transaction Opinions & Valuation Advisory: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions
Tax & Financial Reporting Valuation: Purchase Price Allocation, Goodwill Impairment, Equity-Based Compensation, Fresh-Start Accounting, Tangible Asset Valuation, Due Diligence Services
Portfolio Valuation: Fair Value Reporting, Derivatives Valuation & Risk Management, Investment Advisory Services
Financial Consulting: Litigation Support & Financial Expert Opinions
Assisting in the preparation of fee proposals to clients including scoping discussions, pitch materials and internal engagement pricing committee memoranda
Participating in deal team brainstorming discussions, preparing information request lists, designing and drafting client deliverables
Reviewing client investment memoranda, board of directors presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
Directing the efforts of analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
Attending in-person and telephonic due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by HL
Reviewing and compiling published financial information such as public company filings, press releases, reports from published research analysts and Bloomberg data across a wide range of industries and sectors
Identifying relevant comparable public companies, M&A transactions and debt securities, based upon information services such as CapitalIQ and Bloomberg
Researching and providing information on (a) general economic conditions, (b) industry specific conditions and trends, (c) acquisitions and divestitures within specific industries and (d) various investment attributes of publicly traded and privately-held securities
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios and presenting the analyses in an organized manner and/or using our standard formats and presentations
Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
Constructing and reviewing valuation and other financial analyses including the guideline public companies, guideline precedent transactions and discounted cash flow analyses, using HL proprietary models
Performing financial-statement and other quantitative and qualitative assessments
Performing other ad-hoc research, analytics and support for the engagement team as required
Coordinating with internal administrative support teams to prepare engagement invoices, working paper files and other compliance / end of engagement close out procedures
Participating in discussions with in-house and outside legal counsel as required; and
Assisting with marketing initiatives for prospective and existing clients

Associate Resume Examples & Samples

Building relationships and maintaining direct contact with clients, prospective clients, and professional advisors
Previous investment banking experience is also preferred
Candidates must be fluent in German and English (spoken and written)

Associate Resume Examples & Samples

Performing analysis on transactions to identify unusual activity, conduct research/ investigation to form recommendations on degree of suspicion on a timely basis. While training will be provided, the successful candidate will be expected to think 'out of the box' and be intuitive on where information can be found
Presenting recommendations to senior members of compliance for discussion. Articulating arguments to substantiate recommendations and presenting these arguments well in writing
Querying and discussing issues uncovered with the PB business. Educating them on observed risks and convincing the business on the recommended course of action
To work with compliance officers in other regions and the PB compliance officer in arriving at suitable solutions for cases or issues. Be able to comment intelligently on issues and cases of other regions
Strong Communication Skills. The successful candidate will be required to participate in, speak at and present to a committee comprising of peers/ senior compliance officers from other regions. She/he will also be required to communicate the requirements relevant issue to our businesses
Knowledgeable in Microsoft applications - Excel, Word and PowerPoint

Associate Resume Examples & Samples

Participate in buyside and sellside transaction advisory engagements
Appropriately delegate and supervise tasks performed by Financial Analysts
Must have the ability to handle multiple assignments simultaneously
Interface directly with senior executives of clients and target companies
Analyze target company financial information and other data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
Financial modeling
Assist in audit work paper review
Review and assess internal controls
Review purchase price adjustments (working capital, earn outs, etc.)
Review customer and supplier contracts
The ideal candidate should have a demonstrated ability to work cooperatively with team members and an exceptional work ethic
Four to six years of experience with a Big Four public accounting firm
Transaction advisory experience is required
CPA is required
Strong current knowledge of United States Generally Accepted Accounting Principles
Basic knowledge of Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards, mergers and acquisitions
Strong analytical abilities and a fundamental understanding of financial valuation theory, methodologies, and applications are preferred
Strong command of Microsoft Excel and PowerPoint

Associate Resume Examples & Samples

Project planning, control and reporting
Governance / stakeholder management
Financial management and the building of business cases
Issue and risk management
Documenting of business processes and requirements
Liaising with Cash Management and Technology throughout all stages of the Project Lifecycle
Preparing test strategies, test scripts and responsibility for test execution
Planning, testing and control of deployments and the following verification process
Producing user manuals and reference materials
Delivering training to affected users and providing production support of deployed processes
Demonstrated problem solving and business analysis skills
Ability to interact effectively with all levels of the organization
Advanced MS Office skills (including Excel, PowerPoint)
Program management experience including advanced MS Project skills
People and team management
Cash Management experience (Liquidity management, Payment Governance)
Detailed understanding of Investment Banks and Operations

Associate Resume Examples & Samples

Internal and external clients have different needs, the ability to communicate in a clear and concise way is vital. In addition, it is necessary to adapt to client specific needs in a positive way. Maintaining a good relationship with the various departments globally
Experience of working in a client service role is preferable, along with a sound understanding of financial markets and products. A proven record of accomplishment of learning new products and understanding business concepts is required
The team operates in a high-risk environment, where the potential for error/ loss to the Firm and clients is high. Due to the nature of the products traded, and the value of the trades, attention to detail is of the utmost importance. Processing trades correctly, first time, is the aim of the group, but when an error does occur it is vital that we investigate, resolve and escalate immediately
The role requires extensive interaction with clients both internally and externally - the ability to maintain and build excellent client relationships is a priority. The role requires the individual to be articulate with excellent communication skills at all levels
Due to the pressurized environment and the need to deal with issues on an ongoing basis it is necessary to maintain composure while remaining assertive when dealing with complex problems
Broad understanding of different investment products and instruments
Organizational skills
Excellent attention to detail, problem solving skills and excellent judgment
Takes ownership of issues is methodical and ensures resolution

Associate Resume Examples & Samples

Oversight of Vendor Performance via use of KPI or KRIs
Review of Independent Audits or other similar reviews like RCSA
Set up and maintenance of an invoice log that will be used to

Associate Resume Examples & Samples

Institutional Sales and Trading Group
Wealth Management
Investment Management
Anti Money Laundering
Ensuring that AML surveillance models migrated from global teams are effectively reviewed while delivering a high quality work product
Maintaining documentation and process manuals while incorporating regulatory and constant process changes
Upto 4 years of AML Compliance or Corporate Intelligence, due diligence, and/or Compliance and Legal experience in the financial or professional services industries preferred
Bachelor’s degree from an accredited college/university in Business Administration, Finance, Accounting, Economics,
Effective at communicating with various levels of leadership

Associate Resume Examples & Samples

Perform audit work in accordance with department and professional standards, and complete assignments in an efficient manner
Attention to detail to ensure accuracy and completeness of audit coverage
Participate in audit testing, control evaluation, issue identification, documentation, and determining effectiveness of risk mitigation plans
Build and manage relationships with key technology stakeholders
Communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls
Work closely with business and technology audit colleagues in the location and overseas to ensure that key risks are identified and assessed in the program of audit coverage
Up to 15% travel required primarily within the region
Bachelor's degree in Technology, Accounting, Finance or related discipline with at least 5 years of internal or external auditing experience
Certified Information Systems Auditor (CISA) and/or Certified Information Systems Security Professional (CISSP) designation considered an advantage
Strong understanding of technology processes (e.g. change management, security operations, technology operations, business resiliency, etc), application and infrastructure controls
Good knowledge of system development life cycle concepts with an ability to quickly learn a complex, distributed computing environment
Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
Ability to manage multiple tasks concurrently in an efficient and effective manner with minimal supervision
Ability to quickly build strong partnerships amongst technology and business Audit teams and internal stakeholders
Team player who works well individually and in teams, shares information and collaborates with colleagues during execution of the audit plan
Proactive, enthusiastic, self-motivated, strong interest in learning, effective under pressure and willing to take personal responsibility / accountability

Associate Resume Examples & Samples

Reconciliation of Trader?s Risk products and positions to Firm books and records and investigation and resolution of breaks
Monitoring of specific system error queues, which require investigation and resolution to ensure the trade flows downstream
Reconciliation of internal positions versus custodian
Reconciliation of internal interest rate swaps
Processing upcoming swaps maturities
Investigation and resolution of realised cash flow breaks
Investigation and resolution of failing trades
Production and distribution of swap reporting highlighting specific exceptions that require specific actions to resolve
Minimum of 3-5 years Banking Operations or equivalent relevant industry experience with exposure to financial products
Proven track record of Process and People Management
Previous Management experience of trade support roles with exposure to trade life cycles, process flows and reconciliation with proven track record in managing and developing control functions
Project Management or implementation of global strategic improvements
Exposure and understanding of Equity Corporate Actions, ETFs, Equity Swaps and Vanilla Equity Derivative Products
Experience of servicing and working for and with a global network of people
Specification is a profile of the personal skills, qualifications, abilities and experiences you will be looking for in the candidate
Demonstrates awareness of Control and Risk requirements through proven track record
Demonstrates willingness to take ownership for role responsibilities
Highly committed and self motivated
High regard for attention to detail and accuracy
Proactive in identifying process improvements
Demonstrates strong interpersonal and communication skill

Associate Resume Examples & Samples

Create monitoring reports by aggregating the global positions in Asia Pacific (ex-Japan) securities in accordance with jurisdictional reporting requirements
Prepare regulatory filings (along with transaction & position reconciliations, when applicable)
Disseminate early alarm reporting to relevant parties
Support impact analysis on the firm's shareholdings before finalizing and submission of regulatory reports
Perform rule-based data collation & analytics to support timely response to inquiries
Prepare tailored-made holdings reports for business groups on an ad-hoc basis
Support audit and regulatory requests for information
Prepare MIS reports for management on a regular basis
Reviewing, implementing & updating control procedures for new products, regulations or requirements
Run projects to enhance the efficiency of the daily monitoring & report/filing creation processes
Assist with the implementation of new/revised processes and systems
General understanding of the financial markets, and specific equities and derivatives knowledge an advantage
Adept at prioritizing, multi-tasking and meeting deadlines in high-pressure environment
Proactive/self-starter with the ability to deliver value-added support to business partners in a dependable, timely and accurate manner

Associate Resume Examples & Samples

BS in Accounting, Finance or related discipline
Minimum of 5 - 7 years of experience as a finance/accounting professional
Five years of mortgage experience highly desired
P&L forecasting and results reporting for a Mortgage organization a necessity
Experience in providing financial support for a consumer lending business a plus
Experience with SAP and or Essbase desired
Need self-starter with strong PC (excel/access) and analytical skills

Associate Resume Examples & Samples

Primarily responsibility for Sourcing and Vendor Management for Professional Services across the India region
Building relationships with internal clients in order to assess business requirements with the intent to find solutions to meet their needs and saving opportunities
Assist in development of a 1 and 3 year category plan to lower costs, improve performance and reduce risk within the assigned categories
Competitive bid processes including RFP’s, RFI’s, RFQ’s and RFX
Providing support for Sourcing activities such as renewals, benchmarking, vendor due diligence and risk, and maintaining vendor/clients relationships
Business and legal negotiations ensuring, local country regulatory and tax requirements are captured in any Agreement, Task Order etc
Prepare supporting documentation for deals and contracts and ensuring that they’re readily available
Act as the liaison between the business line and legal group
Represent India for assigned categories in any global initiatives that may impact the region and ensure that any APAC requirements/considerations are incorporated into the global initiatives
Knowledge of competitive opportunities within the all assigned categories and identify operational and cost savings
Process management and engineering for continuous improvement for assigned categories
Communication skills: Excellent verbal, written, presentation and interpersonal skills in English, with Cantonese and Mandarin an advantage
Negotiation skills: Strong negotiate with vendors both financial and legal terms relating to a contract
General understanding of regulatory and tax requirements within the APAC region
Financial analysis; ability to analyze cost/financial information including use of excel pivot tables
IT skills; knowledge of IT to be able to talk to IT professionals and vendors regarding products and services
Ability to liaise with Compliance, Legal, Finance and Tax on structuring of deals particularly in Asia
Clients: Proven track record of exceptional client service, which would benefit this role and reporting
Advanced PC Skills: Excel, PowerPoint and Word
Able to handle pressure and multi-tasking, proactive with great negotiationskills and attention to detail
Education: A degree in Engineering, IT or Business Studies and / or Professional Sourcing qualifications

Associate Resume Examples & Samples

Knowledge of Line of business systems, middle office operations or other products/business would be advantageous. (E.g. IB, Cash Management, Liquidity Banking product etc.)
Strong, proven ability in project delivery
High level of expertise in the fullrange of finance functions with some business product knowledge
Ideally has prior knowledge of Finance applications
Proven relationship management & networking ability across the organisation

Associate Resume Examples & Samples

Develops margin methodologies and performs analysis of new portfolios for F&O and OTC clearing. With respect of the F&O business, CPS is also responsible for overseeing the approval for the detailed set of product or contract based trading limits proposed by the business for a client
Aids in assessing the risk presented by relationships (credit and membership) with Central Counterparties by evaluating the adequacy of their risk management methodologies
Covers exposure analysis on traditional credit products (repos, loans etc.) and the helps with the optimization of collateral arrangements

Associate Resume Examples & Samples

Manage and help facilitate the Communication Review Center (CRC) process for marketing materials
Support Client Segment Marketing VPs
Support in the execution of a cohesive marketing strategy across multiple marketing channels
Assist in creating and updating marketing collateral material
Ability to analyze and synthesize data, create value added management reporting
Assist in the development of marketing content
Requires excellent writing skills in order to write or edit select newsletters, articles, promotional materials and other forms of communication
B.A or B.S. degree. A concentration in Marketing or English is a plus
A minimum of 3 to 5 years of marketing experience; a plus if some experience in finance, specifically wealth management
Detailed oriented with strong organizational, analytical and written communication skills
Proficiency with Word, Excel, PowerPoint required
Demonstrate positive attitude and comfortable working in a high pressure environment

Associate Resume Examples & Samples

Manage and help facilitate the Communication Review Center (CRC) process for PWM & IWM Teams
Support PWM & IWM Marketing VP
Assist in creating and updating marketing collateral material for PWM & IWM
Strong Powerpoint/Excel Understanding, proficiency with Word

Associate Resume Examples & Samples

Preparation of Card segment and legal entity financial statements and related variance analysis, including reconciliation to corporate systems
Assist Manager with performance and execution of all aspects financial accounting and control functions. Coordinate with Card Finance to ensure results are accurately recorded and reported. Evaluate existing practices on an ongoing basis for adherence to GAAP and internal financial controls
Maintenance and development of Access databases and complex Excel spreadsheets used for financial statement preparation, analysis and controls
Preparation and presentation of monthly and quarterly management reporting packages
Support overall Card Services accounting and reporting
Bachelor’s degree in accounting is required
4-6+ years of professional accounting experience preferred
CPA, CMA and/or other certifications preferred
Strong knowledge of accounting principles and procedures, including foreign currency accounting
Experience with automated financial systems such as SAP is preferred
Knowledge of computer software systems including word processing and spreadsheets
Must have strong organization and communication skills (written and verbal)

Associate Resume Examples & Samples

Work with test manager to develop test strategy, document test plans, test scripts and test data, ensuring adequate testing of business requirements and operating model
Review and respond to documentation created by other LOBs
Actively pursue the resolution of business issues identified during testing
Coordinate approval across the impacted CIB stakeholders
Proven project management skills e.g. Project Life cycle (PLC), project governance, project control (PCC), best practices
Knowledge of business processes and finance operating model within the region
Attention to detail, results oriented and delivery focused
Accounting skills/experience a plus
Desktop tools (excel, MS Project)
Ability to articulate complex issues concisely and communicate effectively and comfortably with senior managers
Influencing, negotiation & conflict management skills
Initiative, proactive approach, ownership, responsibility
Reasoned judgment, balanced decision taker
4-7 years of related work experience after Post Graduation (from a recognized institution/Full time course)

Associate Resume Examples & Samples

To support the analyst with coverage of the existing companies in various sub sectors such as transportation sector
Thematic work alongside supporting daily coverage, including preparing and helping write thematic sector notes
Help to prepare research presentations and research notes for internal and external consumption as well as model building and maintaining a number of industry databases
Updating and building detailed excel models
Maintenance and development of databases covering financial metrics, earnings and operating metrics in these areas
Performing regular tasks promptly and without supervision and providing regular reports to the analyst, including analysis of regularly released industry statistics and sector news
Publishing thematic research reports with extensive analysis of key emerging issues
Helping prepare in-depth company reports on existing coverage
Performing ad hoc client requests, often to deadlines
Support the senior analyst in developing new products
Preparation of maintenance research products such as preview notes and results notes
Initiation of coverage on new stocks
MBA from premier academic institution, CA (preferably from Big Four Accounting Firms,) and/or CFA certification is strongly recommended
1-2 years of relevant work experience in consumer sector or top consulting firm preferred
A pragmatic self-starter who is prepared to learn about this sector
Work both independently and a team player
Mandarin speaking preferred
Ability to collect and analyze sector data based on secondary information; should be familiar with specific sources of industry data for the consumer sector
Strong valuation modeling skills (DCF and Relative Valuation); good understanding of key financial metrics relevant to the consumer industries; strong financial statement analysis skills
Strong report writing skills (good at structuring the report and articulating the key findings); ability to synthesize ideas in clear, logical, and precise written English and Mandarin

Associate Resume Examples & Samples

Lead the modeling for the economic analysis
Create LM presentation materials
Work closely with DCM to focus on identifying and meeting client needs in the most effective way
Show determination, effort and enthusiasm to deliver results - take initiative, originate action and keep work flow moving

Associate Resume Examples & Samples

Assist the Head of Diversity Asia Pacific in implementing and reporting on diversity programs across the region
Creation and review of quarterly diversity scorecards by location and LOB/function and updating of action plans
Create and track the regional Diversity budget and pre-approve any BRG expense in the region
Coordinate information sharing on best practices across the region. Review external studies and benchmark JPMorgan against them
Conducting and reporting on BRG Compliance audits. Work with BRGs to reduce areas of non-compliance
Help establish new BRGs including review of budgets, by-laws and leadership team composition
Support of the Asia Diversity Forum, the HK Diversity Council and, potentially, the Asia Inclusive Leadership Council. Update the diversity forum distribution list. Document the agenda, minutes and chase down follow-ups
Collaborate closely with the global diversity team EMEA analyst and the rest of the global diversity team
Maintenance of the Asia Diversity Forum sharepoint site
Creating the Regional Diversity calendar, contributing to the Diversity Matters and Get Networking monthly newsletters
Represent J.P.Morgan at external D&I events
Complete external and internal diversity surveys as required. Interrogate the data from some surveys
Support the Asia Diversity Mailbox and the BRG sign up portal
Assist in organizing diversity related events from time to time
Extremely strong data manipulation and data warehouse interrogation skills
Good communication skills, both written and verbal
Ability to interact and deal with all levels of personnel
Ability to see the bigger picture while understanding the detail, ability to provide concise direction and analytics to senior management
Experience creating and maintaining sharepoint sites
Events management experience would be an advantage
Experienced user of Microsoft applications - Advanced Excel (including pivot tables), Advanced PowerPoint and Sharepoint
Manager is open for conversation about a flexible work arrangement

Associate Resume Examples & Samples

Contribute to the risk review and approval of New Business initiatives including products, processes, markets or instruments. Perform risk analysis and coordinate with key business, legal and compliance representatives to ensure that all associated products and services are appropriately designed and controlled
Design and implement systems of internal control and compliance by working closely with both the businesses and the risk management function at regional and global level, including but not limited to
Perform investment risk review, including Value-at-Risk (VaR) analysis, liquidity risk analysis and compare with the risk profile of the fund
Analyze VaR and PnL for risk/return analysis, provide risk commentary for key VaR drivers and VaR movement at asset, strategy and fund levels and communicate to front office teams any potential risk coming from VaR number for risk management purposes
Perform stress testing and scenario analysis on portfolios
Develop and enhance risk methodologies to detect and anlalyze concentration and systemic risk of portfolios
Monitor and understand key market movements
Conduct ad hoc investigations and analysis into risk or market issues
Participate and contribute to regional and firm-wide initiatives which includes global projects on re-engineering risk management & back office system, improvement on reporting analytics on market, credit & country related
Review current processes, identify opportunities for improving efficiency & controls and delivering tactical/strategic solutions
At least 5 years relevant work experience, including hands-on risk management experience in a front or middle office environment in financial institutions
Sound knowledge in the financial market and investment risk management
Experience in operating risk analytics tools or systems
Detail oriented, ability to deep dive on processes and improve controls/efficiencies
Very proficient and experienced in Microsoft Excel, using advanced formulas, vlookup, etc.; Pivot tables; data management and linking to external databases, etc
Self starting individual and a team player with business yet being able to maintain independence on risk management
Working knowledge of the business' data flows, products and operations for asset management business is an advantage
Ability to deal with high level of ad hoc requests and deliver under pressure

Associate Resume Examples & Samples

Perform testing to ensure the AML Alert Operations is conducting high quality alert analysis in an accurate and complete manner against internal standards and local regulatory guidelines
Identify trends and quality testing observations and effectively report summary results to management
Function as a key contributor with demonstrated knowledge of Anti Money Laundering/Fraud Investigative and SAR experience, as well as broader functional knowledge
Participate in internal as well and external audits
Participate in the development of goals and execution of strategies within the function or department
More than 3 years experience in the Financial Services industry reviewing banking transactions
Understanding of BSA, and AML regulations is preferred
Having any AML certification would be an advantage
Familiarity with the firm's internal systems and processes
Strong analytical skills, including the ability to review complex transactions and identify AML risk “red flags
Excellent written and verbal communication skills, with a proven ability to explain QT review findings to both senior managers and analysts
Being able to think critically by viewing the bigger picture and present improvement opportunities
Proven record of time management
Proficient in the Microsoft suite of products
Strong interpersonal skills & team player
Adept to a rapidly changing environment and adept at multi-tasking
Results and deadline driven

Associate Resume Examples & Samples

Support the business activities of the Global Banking coverage model wherever ‘event-driven’ transactions are being originated and/or executed
Assist in the preparation of pitching materials to assist senior bankers to win mandates. Assist senior originator with the marketing efforts to clients and to ensure that pro-active client relationships are maintained
Develop and prepare qualitative and quantitative analysis
Manage and lead analyst involvement on work projects
Participate in the training of analysts
Promote the activities of Global Banking both within and outside the Group
Act as a resource for the wider Strategic Transaction Group as directed by the Head of STG/Global Sector Teams
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
A generalist Investment Banking/Corporate Finance background – minimum of three years of experience
Strong quantitative and qualitative analytical skills
Experience of financial modelling, valuation, and execution
A strong understanding of the financial markets
Bachelors Degree in Finance, Economics, Math, Engineering, or other quantitative field of study

Associate Resume Examples & Samples

Assist in the preparation of client PowerPoint presentations and marketing material
Update league table spreadsheets and transaction databases
Prepare US dollar, euro and sterling bond pricing spreadsheets
Monitor Agency and Treasury market activity on a regular basis
Write a weekly economic and treasury market update
Draft bond and swap term sheets for both global and MTN transactions
Assist in the management of order books during live global transactions
Work with Debt Finance centers globally regarding transactions in various currencies and local markets around the world
Assist in the preparation and writing of transaction reviews
Track profit and loss for group
Create and maintain transaction documentation
Complete other related duties as assigned. Support the Company’s Diversity programs
Bachelors Degree in Finance or related area
2-3 years experience in related area
Hard worker with a strong desire to learn and succeed
Strong skills in Excel, PowerPoint and Word
Strong multi-tasking skills and attention to detail
Ability to work in a high pressure environment with tight deadlines
Willingness and preparation to work extended hours on a regular basis
Database/MS Access skills preferred
For the Emerging Markets team: 2-3 years of experience preferred, must be fluent in Spanish and/or Portuguese, and a licensed registered rep with Series 7 & 63

Associate Resume Examples & Samples

MBA degree preferred
3 years of corporate banking experience as an Analyst in a corporate lending environment
This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
Credit analysis experience/ understanding
Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
Excellent capability to independently and proactively service multiple clients. At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance

Associate Resume Examples & Samples

Perform due diligence for commercial real estate loans
Spread and analyze historical operating statements and synthesize aggregrated data to determine underwriting property cash flows
Review third party reports and compile questions and concerns
Write credit committee memos
Prepare credit committee presentations
Conduct site visits
Assist in managing the existing commercial mortgage loan portfolio
Bachelor’s degree with strong history of exceptional academic achievement
Minimum 3 years of commercial real estate underwriting experience
Familiarity with all property types
Strong interpersonal, writing, and analytical skills
Strong attention to detail; accurate
Demonstrated leadership qualities in a team environment; collaborative, energized by the open exchange of ideas
Highly motivated; strong desire to learn
Ability to adapt quickly and appropriately in accordance with the constant evolution of the company and industry

Associate Resume Examples & Samples

Manages the collateral management and credit transaction component of an assigned portfolio of Asset Based Lending (ABL) accounts
Ensures timely, accurate completion of client uploads to ensure collateral values are followed and to determine client funding availability
Ensures availability is accurately calculated, mitigating undue risk by ensuring proper reserves and ineligibles are taken
Monitors client’s compliance to the terms and conditions of loan and other agreements, assists in completing annual reviews of facilities
Ensures periodic and at least quarterly monitoring of all borrowers and identifies trends in the financial condition of accounts
Completes the analysis of the monthly reporting provided by the borrower to ensure client is operating within ABL requirements
Responsible for data integrity of accounts in the assigned portfolio, ensuring bank systems are correct
Assists in ensuring all supporting documentation is provided in timely fashion
Investigates and provides comments daily to Portfolio Management on credit excesses
Identify and be alert for revenue opportunities that can be taken to Portfolio Management for consideration

Associate Resume Examples & Samples

Typical work includes a mix of execution and client coverage including: valuation, financial analysis, strategic analysis, due diligence, deal financing and process management
Experience of working within Investment Banking, Transaction Services or boutique advisory firm. Candidates with a background in audit will also be considered
Strong communications skills ability to interact confidently with clients and banking professionals
Team work experience of working in a project based environment with tight deadlines and as part of a broader team
Certified accounting qualification (first time passes), CFA or MBA a plus, but not a prerequisite

Associate Resume Examples & Samples

Work on major strategic assignments for Investment Banking, developing analysis and proposals in support of the longer term development of the business
Partner with the regional teams to develop a coordinated global strategy across Investment Banking
Perform market and competitor analysis to benchmark Nomura progress and highlight areas of opportunity
Work with CAOs supporting Investment Banking to deliver high profile reporting and impactful analysis to help manage the client strategy and coverage model
Continue to improve and develop the MI systems to highlight banker performance, key metrics and scorecards
Work with the finance team to oversee the budgeting and forecasting of Investment Banking financials and mid-term plan
Support senior management in board level presentations, off-sites and financial regulator updates
Work closely with rest of the Global Wholesale Strategy team on broader firm-wide initiatives
Previous experience in strategy, management consulting, business planning or client reporting in a financial institution (preferably within Investment Banking)
Analytical skills, including ability to develop financial models, perform data analysis and develop management information for decision support
Strong communications skills, ability to interact confidently with senior management and work across teams
Strong PowerPoint & Excel skills and knowledge of Business Objects would be highly advantageous
Deliver accurate work on time and manage multiple deliverables effectively

Associate Resume Examples & Samples

Keen interest in financial markets
Experience in Debt Capital Markets or related investment banking, fixed income business
Strong communication skills ability to interact confidently with colleagues and clients
Ability to multi-task efficiently in a fast-paced, team-oriented environment
Strong analytical and numerical skills, including familiarity with financial modelling
Experienced in Excel and PowerPoint
Fluent in French and English (written and oral)

Associate Resume Examples & Samples

Support the business in further developing the revenue, profitability and efficiency of the business
Promote and implement global and regional best practice in terms of systems, pipeline tracking, support and Supervision
Managing budget, expenses and approvals for the Structured Sales & Structuring businesses
Linking with desks and products to plan, manage and forecast business performance as well as ongoing forecasting
Involved in front-to-back implementation for specific business build-out efforts, and driving infrastructure enhancement
Analysis and presentations in support of strategic proposals and initiatives
Project management supporting periodic strategic initiatives
Liaising with Corporate functions, particularly HR and Finance, to deliver formal corporate requirements (budgets, mid-year forecasts, board-level updates, performance management and compensation cycle)
Degree or equivalent education
Knowledge of accounting concepts and financial analysis / presentation
Understanding of how an investment bank works at an operational level, with capital markets experience an advantage
Advanced knowledge of Excel and PowerPoint
Attention to detail, coupled with good written and oral communication skills
Strong willingness to learn and be able to work both independently and in collaboration with others, as required
Organised approach to work with an ability to present complex subjects in an accessible manner
Project management experience and ability to coordinate inputs and opinions from different sources
Adaptability to change and ability to build relationships and work with others through influence (rather than authority)
Ability to interact confidently with senior management and maintain absolute confidence when required

Associate Resume Examples & Samples

Write primary and secondary messages across a broad range of topics such as health and retirement benefits, Global HR Transformation, HR Strategy, employee programs, Inclusion and Diversity, etc
Manage all aspects of assigned HR communications projects including print and electronic distribution, management of distribution lists, inventory management, project tracking, approvals, etc
Lead editor on HR section of MyELC (Intranet) and manage all HR postings and page management
Support team on all projects (idea gathering, production, project management, proofreading, writing/editing)
Manage all HR Communication metrics
Minimum 2 years of experience
Detail -oriented
Highly-organized with strong project management skills
Strong writing and editing skills
Savvy in working with graphic designers and print and video production
Proficient in MS Office products,ecspecially Word ,Excel PowerPoint and Outlook

Associate Resume Examples & Samples

Receiving: Verify count, unload and receive/check-in merchandise typically using RF equipment; check contents of master carton against package label; audit trailers in the yard; read and interpret packing lists and freight bills
Storage: Perform put away and transfer tasks using RF; ability to perform non-directed transfers and RTS put away using RF equipment; replenish both deconsolidated and consolidated inventory
Packing: Perform verification of picked product within the Matching area for quantity, item, condition and then match with appropriate packing list; expedite merchandise to the line; place product in correct shipping container with appropriate dunnage; place inserts and correct summary in package; apply shipping label
Returns/Rework/Refurb: Open, inspect and verify contents on customer return orders; scan and credit orders; follow box recipe and perform rebox tasks; complete basic data entry; perform transfer tasks using RF equipment

Associate Resume Examples & Samples

Ensures proper stockroom setup and maintenance and stockroom is neat, clean and organized
Ensures that all merchandise is represented on the sales floor and stocked to capacity and within visual standards. Assists with training of store personnel on stockroom standards and maintenance
Adaptable and available to be scheduled on shipment dates
Assist with store merchandising when necessary
May assist customers during non-task times

Associate Resume Examples & Samples

Years of Related Professional Experience: High school graduate or equivalent
Bilingual (English/Spanish) required
Outgoing, courteous, genuine and approachable
A positive demeanor and approach to work
Efficient and self-motivated. Ability to perform independently

Associate Resume Examples & Samples

Passion- Promotes Timberland Brand- Is consistently Friendly, Energetic, Genuine and Personable in all interactions
Performance- Assist in helping management meet all metrics including but not limited to; UPT, ADS, Conversion, Sales Goals and Audits- Adheres to schedules that meet the needs of the business
Presentation- Visual Merchandising – Windows, tables and graphics are all based on Timberland standards and current directives- Adheres to dress code policy with highest brand standards- Housekeeping – keeping the store clean and neat at all times5. Process- Shrink Awareness – demonstrate a high degree of security consciousness to protect Timberland’s assets while at the same time not being exposed to danger- Participates in all incoming and outgoing processing of inventory- Assist in growing customer communication and database by informing customers of email address and phone capture, consumer survey and mailing list collateral

100

Associate Resume Examples & Samples

Work within HSBC’s Leveraged and Acquisition Finance team to assist in the origination and execution of both ‘event-driven financing’ transactions and ‘leveraged capital markets’ transactions
Work with Global Account Owners/Managers to build the ‘Trusted Advisor’ relationship with clients. Responsible for the execution of ‘event-driven’ and ‘leveraged capital markets’ financings
Assist and provide support for senior bankers in preparing analytical and transaction materials, interfacing with clients as required
Act independently within the scope of work previously defined and agreed with senior bankers. Participate in the management, training and assessment of junior staff
Understand and share knowledge of broad range of HSBC products and services
Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherance of the LAF business
Knowledge of financial modelling, valuation, and execution
A strong understanding of the financial markets and economics
Exceptional academic credentials – minimum 3.2 GPA, Bachelor’s degree in Finance, Mathematics, Engineering or other analytically oriented major highly preferred
Experience must include ‘event-driven’ and ‘leveraged capital market’ financing transactions and prior M&A experience
Applicant must have advanced Excel and PowerPoint, proven modeling skills, proficient in managing credit processes required to successfully engage in large scale leveraged financing transactions
Employer Will Accept Any Suitable Combination OF Education Or Experience

101

Associate Resume Examples & Samples

Monitor employee trade data to determine compliance with the Firm's personal account dealing policies and Location/Line of Business requirements. This includes
Entering, reconciling and filing trade information
Follow-up with the Employee, Location Compliance and Management to ensure closure of discrepancies and issues
Tracking of personal account dealing violations and issuance of violation notification
Report trading activity and violations to Regional PAD Compliance
Lead the statement reconciliation and attestation processes
Monitor local personal account dealing processes to identify areas for improvement. Assist with the implementation of new/revised processes and systems
Good knowledge of financial products, the securities industry, and awareness of financial regulatory environment
Minimum 3 years of relevant compliance, financial product or audit experience
Strong organizational skills and tolerance for high volume
Ability to prioritize, multi-task, work under pressure and handle confidential and sensitive information in a professional manner in a fast paced deadline driven environment
Demonstrated Lotus Notes and Excel skills

102

Associate Resume Examples & Samples

Develop, apply, and provide advice on investment strategies, products and services
Expected to contribute to efforts in developing new clients and expand coverage to new clients
Able to contribute to sales pitches, work on proposals, and coordinate activities throughout the whole sales process
Able to help with client service and provide adequate support to senior client advisors
Responsible for coordinating with CPMs (product specialists), Operations, Risk, Legal and other internal departments to optimize product and service delivery for overall relationship
Cantonese native speaker with fluent English in both spoken and written, Mandarin is preferable
Min 3 years work experience, preferably in business development or sales within financial industry
Prior experience as a Sales or Relationship Manager covering Hong Kong institutions is preferable
Good knowledge of capital markets, investment products, and industry
Excellent presentation skills on market and products in both Cantonese and English
University degree is essential; CFA or CAIA chartered holder is preferred
Good at communication, cold calling, and networking

103

Associate Resume Examples & Samples

Support the Project Lead in successful execution of projects
Assist the Project Lead in preparing presentations, agendas, minutes and following-up on action points for the various stages of the project
Arrange and publish regular status reports on assigned projects
Archive emails, protocols and procedures for audit review
Track and escalate project risks and issues
Work closely, collaboratively and effectively with functional stakeholders and senior management
Maintain a database as necessary in support of project requirements
Liaise and coordinate with global colleagues as required
Analyze quantitative and qualitative information as necessary as part of project requirements
Assist the Project Lead in running internal workshops
Perform end-to-end process reviews across business and functional departments as required

104

Associate Resume Examples & Samples

Successful experience in Retail Distribution or similar position/client facing role (3 years as a minimum), CFA Charter holder is a plus
Solid understanding of financial world, products and China fund distribution business
Strong academic background with academic experiences in both Chinese and Hong Kong campus&#8217
Willingness to travel to China; must be able to manage high volumes, work under pressure and within tight deadlines
Solid knowledge of relevant software and applications and Chinese typing
Fluency in Mandarin & English is essential
Maturity, honesty, proactive and positive attitude, team work spirit plus good social and communication skills

105

Associate Resume Examples & Samples

To provide more general support across client marketing, preparing presentations and deal execution activities to as part of integrated transaction teams
To prepare BAC, DPC, TRC, IAO, CARM, ROE, DP, CV, TEC Files, and such other internal documents required
Supervise Analysts and provide guidance and training
Provide wider transaction support on financial advisory and debt arranging mandates
Strong financial analysis and advanced spreadsheet modelling skills
Good knowledge of the project or structured finance market, typical transaction structures, and key risk allocation principles
Familiar with scope of work for advisers and experienced in
Diligence and legal requirements

106

Associate Resume Examples & Samples

Advanced degree (M.S. or PhD) in a quantitative discipline, e.g., economic, mathematics, or finance with a quantitative undergraduate background
3 to 5 years work experience in a quantitative research group at a commercial bank, investment bank, or consulting firm
Direct experience with Basel 2 IMM/Basel 3 approach in calculating regulatory capital

107

Associate Resume Examples & Samples

Support to the Control Officers in
Ensuring end to end control environment and policy compliance for their respective business area
Drive consistency of control standards and programs across regions and LOBs, Regions, Products, Locations, and across Functions
Assist the control officers with the following
End to End process reviews
RCSAs
NBIAs
Regulatory management including Pre-KEYS validation, Pre-audit testing, Pre-regulatory review prep, and Post audit action plan review
Implementation of corporate O&C programs
Assist with error remediation including error documentation
Assist with regulatory and audit remediation activities
Identify control gaps and improve controls
Provide guidance and on the ground training on controls, controls substantiation, root cause analysis, etc
VPs or Associates within the business, operations, or project organizations
Minimum of 6 years of relevant experience for VPs and 4 years of relevant experience for Associates
High potential individuals looking to broaden business knowledge
Posses sense of urgency, intellectual curiosity, resourcefulness, excellent analytical and problem solving skills, ability to synthesize large amounts of information and propose recommendations
Ability to adapt to a rapidly changing business environment, quickly assess situations, and capitalize on change
Individual must be results driven, have attention to detail, has passion for driving best practices, and skilled at diplomatically breaking down barriers and obstacles

108

Associate Resume Examples & Samples

80% development of strategic systems around the reconciliation, accounting and reporting areas and 20% providing 2nd line of support for technical and/or operational issues encountered Understand and refine business and functional requirements
Continuous communication of technology decisions, issues and plans to senior team members
4-6 years hands-on strong programming experience in JAVA, Hibernate, Spring MVC, J2EE, JSP, JavaScript, CSS, development
4-6 years database experience (SQL, stored procedures, data modeling). Sybase experience preferred
4-6 years experience with Open Source tools (Apache, JBoss, Tomcat, Hibernate, Ant, Ivy, Struts, Spring, JUnit, JBPM, etc.)
4-6 years UNIX experience (ksh, bash, shell scripts)
4-6 years Perl design and development experience - perl data structures and references, Object-Oriented Perl, modules, and packages
Solid experience with development of interactive web applications (HTML, JavaScript), knowledge of Embperl is a plus
4-year degree, CS degree or equivalent experience

109

Associate Resume Examples & Samples

To work within HSBC’s Global Banking coverage team to assist in the origination and execution of ‘event-driven’ transactions
Perform detailed sector and company research
Develop company valuations and create/analyse financial models
Draft memoranda related to marketing and execution

110

Associate Resume Examples & Samples

Check the analysis of business activities to ensure key decision making is robust
Challenge understanding of significant issues and think through “what if” and worse case scenarios and be able to provide recommendations on risk mitigation strategies
Actively participate in governance forums and daily interactions by asking questions to enable stakeholders to critically assess risks and controls
Conduct independent risk reviews and deep dives based on proactive identification of systemic issues, risk events, high risk processes and develop recommendations for risk and control improvements
Develop, maintain and update risk policies and provide guidance on exceptions to standards
Conduct risk review and provide approval for New Business Initiatives, manual processes, risk events and exceptions to risk appetite/tolerance, policy and guidelines
Provide risk advisory by identifying and quantifying risks within the product development lifecycle, complex deals, non-standard transactions and crisis management
Review root cause analysis of significant operational risk events and determine if appropriate remediation efforts have been identified and implemented
Proactive identification, assessment and remediation of emerging risk issues and themes, including credit, fiduciary, legal, market, operational, regulatory and reputational risks
Independent assessment of the completeness and quality of Risk Control Self Assessments (RCSAs) and Key Risk Indicators (KRIs)
Drive global consistency across management of risks within Treasury Services products
Proactively develop and provide risk management training on Treasury Services products and general risk principles
Knowledge and experience in Risk Management and/or Cash Management Products and Services highly desirable
Initiative and experience in driving strategic adgenda and proactively identifying issues
Ability to form strategic views and frame recommendations based on risk assessment
Excellent decision making skills and judgment
Excellent influencing and communication skills, both written and verbal
Ability to successfully lead/execute collaborative efforts with partners from diverse backgrounds, skill sets and priorities

111

Associate Resume Examples & Samples

Implementing amendments to existing client / fund mandates and the related portfolios
Co-ordinating amongst the wide range of internal and external parties (including Sales and Investment teams) that need to be involved in taking on new clients or changing client mandates . Effectively taking responsibility for as ‘Launch Lead’ or project management for the activity
Source a suite of information for population into ADAM and achieving sign-offs from relevant parties within the internal organisation
The role of an Associate is of an Subject Matter Expert and may require leading a group of 3-5 Analysts
Bachelor’s Degree in Accounting, Finance, or a business-related field is strongly preferred
8-10 years asset management experience with working knowledge of investment and servicing functions
Experience of operating and improving operational processes preferred
Experience of the investment management business, highly desirable
Responsibility for managing internal and external stakeholders. Working closely with Global Custodian/ Brokers to on-board portfolios
Experience in dealing with senior stakeholders
Experience in managing projects
Created Excel/ MS Access based MACRO’s and working experience on SQL language
Excellent attention to detail, extremely accurate and well organised
Strong control / risk mitigation mentality with ability to know when to escalate issues
Strong client management skills and service philosophy
Ability to operate effectively to tight deadlines and to prioritise own work
An understanding of complex data structures and their implications
Capacity for independent thought, especially around process improvement
Strong multi-tasking abilities in a high performance, high demand environment
Strong Technical knowledge on VB & SQL Language
Working Experience on creating Excel & MS Access Based MACRO Tools

112

Associate Resume Examples & Samples

Liaising with product in origination activity
Helping with pitch activity
Helping to execute deals
Interacting with sales force on transaction execution
Interacting with investors on deals
At least three years in capital markets corporate or investment banking
Knowledge and experience of leverage finance markets
Knowledge of syndicate function
Fluent English. Other languages would be an advantage but are not essential
Strong interpersonal and relationship building, communication and influencing skills
Ability to present well in front of clients
Ability to handle multiple tasks under pressure
Advanced knowledge of Word, Excel & PowerPoint
Ability to interact with people

113

Associate Resume Examples & Samples

Responsible for preparing month end P&L and Balance Sheet packs for to be reviewed by the Finance Manager and US Consolidation team
Monthly reconciliation of the key control accounts
Ensure prepayments and accruals are recorded correctly
Some accounts payable processing
Review and pre approve HSBC online payments
Intercompany reconciliation for the GlobeOp Group entities in UK, Europe, US and India. Ensure FX revaluations are calculated and posted in Sun Systems
VAT and Tax compliance
Preparing the annual statutory financial statements for the entities that are assigned to him/her and assist with the statutory audit
Liaise with the external auditors and respond to their queries
Other a hoc projects that may arise both within the UK and for other companies within the group
Some experience in a finance department is necessary, Sun Accounting system experience an advantage, First level of their studies towards an accountancy qualification such as ACCA, CIMA or equivalent
A junior accountant with experience in a similar role. Financial Services experience is not required
Confident professional
Able to prioritize and meet strict deadlines
Able to follow internal controls and procedures
Able to use initiative
A self-starter
Willing to learn about multiple jurisdictions
Able to maintain professional business relationships
Able to liaise with auditors/external professional advisors

114

Associate Resume Examples & Samples

Coordinating transaction documentation and timing with internal and external counsel
Reviewing, editing and commenting on transaction documents, including offering documents, loan agreements, fee letters, underwriting agreements, indentures, comfort letters and legal opinions
Analyzing and advising on execution issues, including due diligence, disclosure, timing, risk and legal/regulatory framework
Provide support and advise on transaction structuring to the extent required
Managing the process for updating medium-term note programs
Responsible for document retention
Excellent organizational and communication skills required
Spanish/Portuguese proficiency a plus
Business/Accounting/Financial/Legal background helpful

115

Associate Resume Examples & Samples

This role supports the activities of the Capital Financing Americas Portfolio Management (PM) function. PM’s role is to improve risk/return on CF’s Credit portfolio through managing key LOB processes such as deal origination and loan hedging. Additionally, PM supports and oversee the use of transaction and client profitability tools such as Dealpoint and EOS. Key responsibilities for this role provide CF portfolio MIS & monitoring, perform risk reviews & analysis, support risk management and capital processes within the CF business and with the 2nd line of defense (Risk and Finance) and support Global PM initiatives This position reports to a Director within Americas PM, who in turn reports to the Global Deputy Head of Credit & Lending and Head of Latin America
Support the Americas PM Origination function’s DPC process using global PM tools,- including Dealpoint and EOS
Perform PM specific reporting as need, - in cluding daily Flash P&L, monthly Risk Committee and Global PM reporting
Provide Banking & CF management with meaningful regular portfolio MIS and adhoc risk/return analysis
Assist with providing regional portfolio data for sector and company analysis for Single Name Concentration (SNC), Worry/Watch/Monitor and Sector reviews
Support PM and broader GBM efforts to improve portfolio data quality and transparency
Actively support and work with 2nd Line of Defense (Risk and Finance) on risk management processes, - including Risk Limit Mandate / Risk Appetite Statement processes and Stress test processes
Act as a GBM EC champion and effectively communicate with GBM business stakeholders (and other colleagues in HSBC) the PM platform, strategy and perspective for improving Risk / Return
Coordinate with client, product managers and other support functions to ensure ERC/SVA/ROE concepts are incorporated into business decisions
Assist with implementing, as appropriate, PM relevant regulatory and internal policy/guideline changes, including communication and support to origination teams
Assist, as needed, in resolving PM relevant audit points and issues raised by regulators
Minimum Bachelor level college degree, ideally with an Accounting, Finance, Economics or other quantitative discipline
Prior banking experience preferred, - background in Credit & Lending, Risk Management or Risk/Return analysis a plus
Understanding of risk management with knowledge of regulatory and economic capital, ideally including EC/SVA theory and application
Excellent analytical skills
Strong IT skills and multitasking ability
Highly motivated, eager to accept new challenges and work under pressure

116

Associate Resume Examples & Samples

Work both independently and in a team setting to assess Consumer Banking technology, identify key risks and controls, develop a strategy to test those controls, and perform test execution
Communicate results of testing to both internal Audit management and key Audit stakeholders
Accountable for meeting deliverables and adhering to department standards
Perform ongoing monitoring of Consumer Banking technology groups
Stay up-to-date with evolving technology changes and market events impacting the Consumer Banking channels and products
Must have 2-5 years of relevant experience in internal/external auditing, or consulting
Minimum Bachelor's degree in Management Information Systems, Finance, Accounting, or other related discipline. An MBA degree and/or professional certification, such as CPA, CIA, or CISA is a plus
Proficiency in risk analysis, and strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
Proven ability to multi task, complete projects on time and on budget, and be able to adapt to changing priorities
Excellent verbal and written communication skills with the ability to present complex and sensitive issues to senior management in a persuasive manner
Working knowledge of application controls, for example Access Administration, Change Management, Security Configuration and Resiliency
Enthusiastic, self motivated, and effective under pressure
Proven ability and desire to learn quickly, be flexible and think strategically
Prepared to travel to business locations domestically (up to 25%)

117

Associate Resume Examples & Samples

Responsible for monitoring suspense activity in the Corporate General ledger for domestic and overseas submissions
Performance and review of daily health checks for the Multicurrency activity and P and L close activity on a daily basis
To serve as an escalation contact for various LOB's
Reporting of daily and monthly metrics to management showing the KPI's of the team
Monitoring the Level 10 default accounts during overseas submission and processing clearing entries
Partner with the Corporate Reporting team to ensure an error free month-end close and ensure that suspense is closed at ZERO during the month end
Work and coordinate with various teams across the globe, including reference data, technology and GL teams within LOB's to ensure that the daily controls are followed and minimal suspense breaks exist in the ledger at any given point in time
Maintain documentation on various controls for SOX, PWC and other audits
Understand and contribute to the control framework of the business
Team Management,Coaching and Mentoring
Drive the controls, productivity and efficiency agenda for the team
1) CA/MBA with 4-6 years experience, Graduates with 9-12 yrs of exp
2) Background in Financial Accounting with strong accounting skills preferred
3) Has to be extremely client-focused and result-oriented in approach
4) Capacity to think laterally and convey an understanding of the big picture
5) Very strong analytical, and organizational skills and should be support team members
6) Excellent Communication, influencing and leadership skills
7) Ability to manage stringent deadlines
8) Ability to think of solutions and deliver under pressure. Should be flexible to working stretched hours to meet timelines
9) Logical and Structured approach to problem solving and decision-making and should be able articulate problem statements and solutions to clients
10) Ability to understand urgency/priority and interdependencies of developments and plan actions accordingly
11) Should be able to manage relationships "across, up and down" locally and with the global partners

118

Associate Resume Examples & Samples

Minimum of three to four years of lending and credit related experience in the financial services industry
Completion of a formal bank Credit Training Program
Strong knowledge of Commercial Banking, credit and debt capital markets products
Excellent financial modeling and analytical skills
Strong credit acumen and knowledge
Maturity and presence to interact effectively with company management teams, commercial bankers, and third parties throughout the transaction process
Team player and ability to mobilize internal networks and resources
Knowledge of 270 Model a plus
Bachelors degree or equivalent in Finance, Accounting, Business Administration, Mathematics, Economics or a related field; MBA a plus

119

Associate Resume Examples & Samples

Support the coordination and improvements to the Risk Control Self Assessment (RCSA) process across the CIB lines of business in APAC
Support calibration analysis and identify opportunities for standardization across the CIB lines of business
Prepare metrics and status reports reflecting progress for CIB APAC
Support and partner with Corporate O&C to develop reporting and perform analysis for APAC location regulatory requirements
Support and partner with BCOs to ensure progress in the program
Assist in driving assigned improvements to ensure coordination with Corporate Operational Risk and Risk Assessment & Advisory
Understand the components of an RCSA and the impact to Phoenix application
Provide administration support & guidance to Phoenix application to BCOs, RCOs and line of business partners
Self starter who is able to work in a fast paced, results driven environment
Strong interpersonal skills, exceptional relationship building and influencing skills and ability to effectively partner with all levels of management across numerous teams to help drive the control agenda
Demonstrated superior problem solving and decision-making skills. The candidate must be able to identify issues, seek solutions and gain (near) consensus regarding outcome
Excellent multitasking and adaptable to shifting priorities
Flexibility and capability of engaging across diverse functions, locations and businesses
Strong analytical skills with the ability to determine key messages from detailed data
Strong oral and written communication and presentation skills
Strong people and organizational skills
Ability to work independently and understand when to seek advice or guidance from peer or management
Excellent working knowledge of MS Excel and PowerPoint, Microsoft Project

120

Associate Resume Examples & Samples

Business Continuity testing knowledge
Business Continuity risk assessment
People Management skills
Client relationship management skills
Negotiation / Influence skills
Business requirements analysis
Foundation architecture knowledge
Business application/infrastructure
Certificate is desirable (e.g. Certified Business Continuity Planner)

121

Associate Resume Examples & Samples

Responsible for accurate and timely delivery of the standard reports
Ability to understand the requirements of onshore partners & assist the team in creating new and/or maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process
Prepare excel based reporting on a weekly/daily/monthly to monitor drifts in the investment portfolios, monitor Cash/security activity in the accounts and identify Performance Outliers
Ability to translate large data volume into meaningful information using MS office tools like Access & Excel and SQL server
Have foresight & understanding of business/client requirement
Communicate and partner with the Clients and support teams both locally and globally
Address various ad-hoc analyses with quick turn around
Qualified CA/MBA with 4-5 yrs in Financial Services Industry preferably in Data Analytics and Reporting. Knowledge of investments products would be a plus
Must be able to deliver effectively in fast-moving, demanding and team oriented environment
Good time management skills. Should exercise good judgment is prioritizing client deliverables
Control Oriented, ability to address risk and quality issues
Proactive, positive approach towards work
Detail oriented with good problem solving skills
Strong organizational, interpersonal and management skills. Ability to effectively present communications in clear and concise manner
Proficiency in MS office tools and SQL server would be preferred

122

Associate Resume Examples & Samples

Build and deepen strong business partnerships with assigned intermediaries (mainly retail banks) and grow our market share
Proactively communicate with all levels of employees (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
Understand and analyze industry development and translate into business opportunity
Prepare business report and handle business agreement related issues
Work effectively with different internal parties and able to present on the team’s behalf
As a team to achieve overall business objectives, i.e. sales targets and other KPIs
University graduate in Business, Finance and/or related discipline with 4+ years of experience in financial industry, with solid intermediary or wholesales sales background
Professional qualifications such as CFA would be an advantage
Good team player whilst able to work independently
Able to work under strong pressure
Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
Spoken and written fluency in Chinese (both Cantonese and Mandarin) and English
Knowledge in Micropal, Bloomberg would be an advantage

123

Associate Resume Examples & Samples

Own and deliver against agreed Plan revenue for the Liquidity suite of Products
Continuously liase with Regional Product team to provide project requirements for India & also assess projects that impact India offerings
Owns the local Policies (Deposit Policy etc) as applicable for Liquidity products
Should liase with Compliance team for seeking clarifications on regulatory aspects that impact any Liquidity offering
Should liase with Tax teams, Legal team and consultants for seeking clarifications on tax aspects that impact any Liquidity offering
Build and maintain relationships with key partners/stakeholders for commercialization of Liquidity products
Conduct periodic reviews with Operations team to iron out issues as applicable from time to time
At least 5 years work experience in Banking (critical)
Front end experience required, as the role demands discussions with Clients from a product perspective
Knowledge of TS/Cash management product suite
Knowledge on Deposits / liquidity is essential

124

Associate Resume Examples & Samples

Strong writing skills required for marketing materials
Organized and confident communicator internally and externally
Capacity to multitask
Private equity fund raising experience preferred

125

Associate Resume Examples & Samples

Validate and confirm accuracy of individual report findings on JP Morgan’s prospective and existing clients, researched, documented and prepared by analyst. Research includes: negative media, PEP & sanctions
Ensure that all public records collected, relate to specific customer/client
Conduct specialized research to determine disposition of any open records, properly identifying risks and escalating derogatory/high risk findings to Senior Management; risks include but not limited to – PEP, High Risk Global Jurisdictions and SDN/OFAC matches
2-4 years experience in KYC/Due Diligence. Expertise may include Compliance, Risk, Fraud or research background
Knowledge of AML/KYC/BSA policies including bank systems, applications and due diligence processes
Strong research, analytical and comprehension skills, with ability to analyze and document large amounts of data
Strong documentation skills to clearly articulate alert disposition
Adherence to controls and compliance standards
Detailed, well organized, self starter, capable of working under minimum supervision
Strong interpersonal skills; results-oriented team player

126

Associate Resume Examples & Samples

Proposal Management (Bespoke) (50%): With the Coverage team, deliver best in class proposals, RFX and presentations for new business opportunities, existing client cross-sell opportunities, retention requirements, due diligence requests and consultant queries
Project planning to ensure timely submission
Using the Enablement toolkit, Build RFX responses and presentations which are well researched, well written and accurate, promoting successful client/prospect engagement and RBC’s value proposition
Depending upon the opportunity (NIAT, chance of success, level of information available) via storyboarding and brainstorming with the Coverage team
Tailor to client/segment/product/market
Deliver the RBC value proposition & key messaging which are uniquely tailored and differentiating
Periodic submissions for Consultant databases e.g. Towers Watson, Mercer, Thomas Murray
Build and maintain relationships with a network of key internal business partners including RBC
S&D Toolkit/Stock content (25%): Owner of Client Segment/Product/Market specific stock materials, ensuring up to date, accurate, relevant content which is persuasive, compresses cycle times and removes any risk of incorrect data
RFP database – owner of specific sections and maintenance of the appropriate level of information
Core presentation materials which are well structured
Standard due diligence documentation, reducing timeframes whist meeting regulatory demand
Other supporting materials e.g. product fact sheets, stock appendices
Deliver key messages and speaker notes to coverage team and potentially clients as appropriate
Ensure means to share content easily in centralised repositories (toolkit, shared drives, version control) and provide communication through regular updates and user guides
Build and maintain relationships with a network of key internal business partners across RBC
Deal Project Management (15%): Under the guidance of Coverage leads, work with specific Markets/Client/Segments/ Products, profile RBC strategically with clients well before and during client’s conduct of market review
Support creation of business planning, client and prospect targeting
Direct or indirect client and prospect engagement (on site or remotely)
Input to and attendance in internal gate reviews e.g. Deal Review, Go/No go, Pricing committee
Actively drive tactical planning, information gathering, solution building and rigorous analysis
Leverage key personnel from across RBC to provide greater breadth and depth of connectivity
Fully understand the competitive landscape to provide input on counter strategies and approach
Market (10%): Ensure awareness of Client Segment/Product/Market specific activity to ensure fresh, insightful content for all client and prospect engagement
Proactive learning and research (trends, regulations, market data, media, industry news, forums, events, conferences) on your assigned specialism
Interpretation and development into content that creates demand
Personal development towards progression through the coverage model

127

Associate Resume Examples & Samples

Preparing PowerPoint presentations
Extensive interaction with institutional investors, sales. trading and capital markets personal, as well as issuers and industry experts
MBA of CFA a plus
High impact and high visibility opportunity to learn markets and investing skills in concert with a seasoned senior analyst, and members of the Citi strong credit franchise
Strong interpersonal skills and have comfort with writing, and a firm understanding of financial statements
Relevant 2-5 years of sell-side or investment/corporate banking preferred but not necessary

128

Associate Resume Examples & Samples

Support the UCOA Operating model control agenda, governance and implementation schedule
Support key control points for general ledger and UCOA review processes
Support strategy for fielding questions posed to reporting teams
Support process for UCOA definition reviews– perform robust account review, ensuring definitions are in compliance with published guidelines. Work closely with Lines Of Business, Regulatory and Hub groups, as well as Corporate Accounting Policy as required to ensure all aspects of the account setup are addressed
Support our overall Regulatory Reporting Project program GL narrative review processes as required
Review and maintain account definition guidance
Review and determine UCOA selection to make sure it is appropriate based on the definition provided for the GL account Ensure the primary review remains with CFR

129

Associate Resume Examples & Samples

A Bachelors degree in Accounting or Business/Finance related field
At least 5 years experience
Strong knowledge of project systems, lifecycle and methodologies
Knowledge of Financial Systems
Strong analytical and decision-making skills
Ability to work effectively in an independent setting as well as part of a Virtual/Global team
Ability to multi-task in a fast paced environment; including strong time-management and prioritization skills
Responsive to a dynamic and constantly changing environment
Experience using Microsoft Office Application Suite (Word, Excel, Access and PowerPoint)

130

Associate Resume Examples & Samples

Control Group Restricted List Trade Monitoring
Research Monitoring
Employee Trading Compliance
Anti Money Laundering Monitoring
Investment Management Monitoring
Participate in defining and documenting the operating processes for processing Monitoring models
Escalate unresolved issues or potential violations of the Morgan Stanley’s policies or external rules and regulations to his/her Manager, Coverage Compliance and Senior Management of Business Units
Upto 5 years of relevant working experience in the financial services industry in Compliance or internal audit or with a securities exchange or securities regulator
Excellent knowledge about equity markets; and
Attention to detail; and

131

Associate Resume Examples & Samples

Along with Manager, support strategic vision of the business by gathering data, analyzing for patterns and trends, and making recommendations
Assist in program conceptualization by developing actionable ideas and product recommendations through comprehensive competitive analysis and input/feedback from markets
Initiate program development by issuing all necessary paperwork and clearly communicating project details and objectives to all support groups
Act as point person for cross-functional teams in terms of anticipating, identifying and seeking resolution of developmental and operational issues for all programs
Act as key point person for category performance (shipments, sell-through, cost of goods, sku count, pricing and new product forecasts) as well as competitively with regard to products, marketing focus and relevancy to the Clinique business
Act as liaison for global partners to ensure brand strategies and objectives are met in the context of product offerings and local relevancy
Provide global partners with timely information regarding all programs, including product lineups, positioning, support and pricing strategies. Liaise regularly with regional marketing teams to ensure programs meet market needs. Execute special market requests as needed
Make recommendations for cost-saving initiatives and value opportunities
Work with Global Demand Planning partners to prepare volume opportunity benchmarks in order to make global forecast recommendations and present size of opportunity to senior management. Leverage internal and competitive benchmarks to develop volume accurate recommendation
Prepare detailed pricing analysis and provide recommendations that are in line with Global Pricing Strategy
Assist Manager in preparation of materials/analysis for presentation of marketing plans (i.e. Brand Strategy, Monthly Business Reviews, Sales Meetings, and Regional Meetings)
Manage support program development to ensure programs are on time, within budget and meet strategic objectives
Lead by example to create an environment that is encouraging, respectful, and builds team cooperation
3 years related business experience, marketing or consulting background preferred
Should demonstrate a passion for the cosmetic business and in particular, understand Clinique’s philosophy and unique point of difference
Must be accountable and organized with the ability to handle a multitude of projects
Must possess excellent oral and written communication, analytical, creative and computer skills
Position requires creativity and thorough knowledge in all areas of marketing including the ability to develop and implement innovative marketing programs, knowledge of global market/consumer trends
Must demonstrate ownership of programs, embracing both big picture objectives and follow-through on details
Must be flexible, determined and an excellent team player
Must possess the ability to build, foster and nurture strong relationships and gain the respect of members of the cross-functional and affiliate teams

132

Associate Resume Examples & Samples

Identify and analyze market and credit risks, review/prepare property underwriting/analysis of varied commercial real estate asset types while participating with the business deal team structuring loan transactions
Review/prepare detailed Credit loan approval memos for real estate names to recommend accurate credit risk ratings and approve exposures
Manage credit facilities exposures and related firm level limits
Present CRE transactions to relevant Firm commitment committees
Follow up on timely receipt of financial information and perform ongoing Credit Reviews and manage assigned portfolio loan evaluations, Risk Ratings and credit rating models, limit approvals for real estate loans, CRA mortgage loans, and PE/RE Fund loan/IR/FX trading exposures
Maintain and update written approval/rating documentation, credit file information and ensure that risk reporting systems contain accurate and timely information
Undertake additional market specific analysis as required, keep current on industry trends and market criteria
Prior experience in real estate credit analysis: preference for direct real estate lending and property underwriting
Superior written and verbal communication skills, qualitative orientation; ability to manage dynamic priorities
Solid understanding of the real estate property valuation process
Familiarity with legal documentation and mortgage risk issues
Knowledge of rating agency standards for CMBS and real estate industry parameters
Corporate credit skills with financial statement analysis and capital market product knowledge
Team player with ability to build relationships across different constituents in the firm

133

Associate Resume Examples & Samples

Ensuring accuracy and consistency in accounting and client reporting provided by Morgan Stanley Portfolio Accounting (MSPA) system
Researching of various corporate action deals affecting client portfolios and ensuring that they are accounted as per the terms of the events
Analysis of financial products like equities, bonds, options, futures, Repo, CDS, MBS, swaps, OTC derivatives and monitoring their cash flows and performance
Liaison with Fund Administrators and various teams in Morgan Stanley such as swaps desk, listed derivatives, interest and finance team , stock loan team
Performing activities around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, daily collateral checks, holdings in restricted currency
The team also provides other services to the Hedge Fund clients in the areas of due diligence, maintaining client fee schedules, regulatory compliance, preparation of metrics, ad-hoc projects in analysis of data
Working closely with client service representative (CSR) to understand client requirements and providing solutions on client reporting, P&L variances, transfers of assets, margin
Ability to work under pressure and meet deadlines, managing expectations along the way
Ability to work efficiently on MS Excel spreadsheets and MS PowerPoint

134

Associate Resume Examples & Samples

Provide daily servicing for transactions and take ownership of processing requests or issues raised through to completion or successful resolution under tight time constraints
Handle all forms of verbal and written correspondence received from clients and our sales teams
Participate as a key member of the client service team to continuously improve our business processes and client experience
Learn and be responsible for adhering at all times to internal compliance rules and external regulations regarding transactions
Act as the liaison between the client and sales and operations groups with continuous communication
Provide regular updates and training to clients on products and processes
Regularly interact with clients by phone or in person, including country-specific seminars or road shows, off sites / training sessions when appropriate
Identify opportunities to expand, cross-sell and grow relationships
University degree with good academic background
3 years of institutional client services experience in the financial services industry
Detail oriented, dedication to accuracy, timeliness, and high productivity while working under pressure to meet deadlines
High energy, dedicated and strong teamplayer
Client focus, equipped with strong interpersonal skills to service and maintain strong relationships with clients as well as the Sales team
Proficient computer skills - Word, Powerpoint, Excel
Good listening skills and communication skills, strong language skills in English and Mandarin both written and spoken
Licensed to carry on Type 1, 4 and 9 regulated activities or willing to take the qualification exam in first 6 months of employment

135

Associate Resume Examples & Samples

Lead all aspects of audit activities including risk assessments, audit planning, audit testing, control evaluation, report drafting, work paper documentation and follow up and verification of issue closure
Partner with colleagues, clients and control community members to evaluate, test and report on the adequacy and effectiveness of management controls. This is conducted in accordance with department and professional standards and will require the presentation of root cause analysis to senior client management
Work with global line of business auditors in the early identification of emerging control issues and reporting them to line of business and audit management
Perform monitoring of periodic operational and financial related data to recognize patterns and trends with risk and control implications
Partner with other groups within Audit (Investment Bank, Commercial Bank, Consumer Bank, Asset Management, Technology, etc.) to ensure the delivery of a seamless program of audit coverage across JPMorgan Chase
Stay up to date with evolving regulatory, industry and market events impacting the firm's risk organization
Establish a business climate and culture that encourages integrity, respect, excellence and innovation
8+ years of experience in a financial services firm, with experience of and exposure to Credit Risk, Operational Risk and/or Country Risk
Proficiency in model risk management principles and valuation practices
Ability to run audits, manage multiple projects and participate in audit assignments in a team environment
Proficiency in risk assessment, issue/impact analysis and executive report preparation
Excellent communication and interpersonal skills required with ability to present complex and sensitive issues to senior management
Enthusiastic, self-motivated, effective under pressure and willing to take personal risk
Works well individually and in teams, shares information, supports colleagues and encourages participation

136

Associate Resume Examples & Samples

Ensuring that all client positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategy and margin policy, issuing margin calls and ensuring they are covered same-day
Understanding day-to-day client portfolio movements and products traded, thinking about what your clients are trading, actively challenging things that do not make sense
Working extensively with the IT, Risk Management & Client Service teams on a daily basis to ensure accuracy of margin calls and client reporting, maintaining a controlled & commercial business
Managing operational risk by performing key daily controls while understanding impacts of any exceptions and escalating where appropriate. IPB & IWM rely on our team to manage and highlight operational risk in the margin process. We are the last line of defence in a market or client crisis
Driving forward the significant change agenda in collaboration with peers in the London, Hong Kong and Singapore Margin/MORS teams
Degree or equivalent educated (all disciplines considered). Strong numerical, analytical and technical skills are a prerequisite and previous industry experience is desirable
Exposure to hedge funds industry / derivatives products / prime brokerage margin an advantage
Strong interpersonal skills with the confidence to deal with senior internal clients & a strong team of experienced professionals
Demonstration in any past work experience of robust analytical skills and high attention to detail
A self-starter with the ability to work on their own initiative as well as be a solid team player
Computer literate and familiar with most packages including Excel. Access/macro skills an advantage

137

Associate Resume Examples & Samples

Establish strong relationships and provide support to Consumer Banking leaders, Finance, and related control groups
Constructively escalate issues and present complex information in a clear and concise manner to Management
Ensure all journal entries recorded by the Consumer Banking Accounting team are in accordance with GAAP and include appropriate supporting documentation, as well as completing monthly subsidiary schedules
Distribute and create monthly financial reporting to support accounting and finance teams
Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
Strong knowledge of GAAP along with a Bachelors degree in Accounting or Finance
Minimum of 6 years of Accounting experience
Highly proficient in Excel, SAP, and Hyperion Essbase
Business Objects and Microsoft Access skills preferred

138

Associate Resume Examples & Samples

Assist the annual budgeting process, this includes providing detailed analysis and business partnership, to all domestic and global Corporate HR and LOB executives
Perform various other ad-hoc analyses for senior Finance and HR executives
2+ years of core finance experience
3+ years experience of proven ability to manage projects
4+ years experience in Finance / Planning & Analysis
Ability to multi-task and produce timely and accurate analyses in a fast paced environment

139

Associate Resume Examples & Samples

Follow the Global markets on a daily basis to understand how macro-economic factors affect the portfolios’ risks and investment decisions
Candidate must possess a working knowledge of fixed income, equity and derivative instruments as well as finance with the skills and ability to work in an entrepreneurial and team oriented environment
Excellent problem-solving and critical-thinking skills and an ability to identify problems, design and articulate solutions, and implement change

140

Associate Resume Examples & Samples

Must possess 3-6 years experience in credit research, preferably past work experience in either buy-side or sell-side
Proficiency with public financial statements and financial models
Fluency in Asian local languages (Mandarin – a must)
Strong communication and writing skills
Detail-oriented and have the ability to handle multiple projects on tight deadline
CFA charter holder is a plus

141

Associate Resume Examples & Samples

Conduct or assist with GFCC Testing reviews and Monitoring Activities to determine if business processes, procedures, and controls are designed appropriately and operating effectively
For assigned reviews, assist with the scoping, execution and documentation of properly designed compliance tests using appropriate sampling methods and testing processes
Assist with the development of standard work programs and test scripts for the testing of program areas/products
Identify potential concerns and control issues, determine the root cause of issues and ensure stakeholders develop and implement appropriate corrective actions
Create first draft of testing reports and deliverables for assigned reviews
Establish collaborative working relationships with GFCC team members globally
Participate in assigned GFCC working groups
Experience – 3+ years of relevant Compliance testing experience or other related experience such as risk management, audit, or similar control-related experience / Knowledge of wholesale and consumer banking businesses and related products including investment management, treasury services, and correspondent banking businesses
Understanding of BSA, AML, Sanctions and other AML regulatory policies / Understanding of the APAC regulatory environment
Flexibility / Initiative – Ability to manage multiple requests for information and handle confidential and sensitive information in a professional manner in a fast paced deadline driven environment
Problem solving skills – the candidate must demonstrate the ability to identify key issues, and obtain appropriate information for further analysis
Teamwork skills – the candidate must be flexible in his/her work style and be able to work appropriately with stakeholders and colleagues at all levels
Computing skills – Strong PC Skills including Microsoft Excel, Access, Word, PowerPoint and other reporting tools
Experience with and/or knowledge of Global (APAC and Americas) regulatory environment
Language skills preferred (one or more of): Mandarin, Chinese

142

Associate Resume Examples & Samples

Perform quantitative and qualitative analysis used in the underwriting of potential direct investment opportunities
Work closely with senior staff in the research, analysis, structuring and pricing of infrastructure and energy related investments. These investments include debt, convertible debt and direct equity in pipelines, transmission lines, contracted power, transportation assets and utility companies on infrastructure side; and exploration and production, renewable power, storage companies and other energy related companies on the energy side
Closely monitor the performance of existing portfolio investments, including regular communication with management teams, investment partners, and financial sponsors. Maintain investment performance database, maintain files
Develop and manage relationships with industry strategic players, financial sponsors and other intermediaries to generate increased deal flow
3 to 5 years of infrastructure / energy industry experience required
Exposure to infrastructure and/or oil and gas transactions required
Proven ability to drive multiple investment decisions in a time critical, transaction oriented environment
Demonstrated experience developing and using financial statement analysis and financial modeling
Strong knowledge of accounting and finance
Willingness to work hard in a team-oriented, performance based environment
MBA or CFA Desired

143

Associate Resume Examples & Samples

The CCM Associate will be based in Kuala Lumpur with primary responsibility for managing designated clients in the Malaysian Credit Portfolio
The CCM Associate will work closely with the CCM Banker and Investment and Corporate Banking business units to manage and own the Client Credit Relationship
Responsibilities include financial analysis, modeling, project management, Portfolio and Credit Reviews
The CCM Associate will be required to work on Loan and ISDA documentation and negotiation - working closely with the CCM Banker and internal/external legal team
Post-closing, the incumbent will be responsible for preparing regular credit and portfolio reviews, including monitoring of covenants and borrower undertakings
Minimum of 5 years of experience in a Corporate Banking / Credit role, managing a portfolio of Malaysian clients (GLCs, large caps and FIs)
Possesses a solid understanding of corporate and investment banking financial products and market dynamics
Knowledge/experience of derivative products and documentation (including ISDA and CSA) is preferred but not essential
Knowledge in loan structuring and documentation including trade finance / cash management is essential
Strong communication skills and ability to work independently
At least a Degree in Business, Finance, Accounting, Mathematics and/or Economics
Preferably with a Master's Degree with Major in Business, Finance, Accounting, Mathematics and/or Economics
CFA Level 1 or above a definite plus

144

Associate Resume Examples & Samples

The candidate will be responsible for developing and implementing a media strategy which is in sync with the firm’s business objectives in India and the global media relations strategy
He/she will be responsible for identifying and evaluation of all media opportunities. The candidate will be responsible for conceptualizing and drafting media plans, press releases, and preparing regular briefs, MIS reports and analysis on various aspects of the corporate communications activities
The candidate will be required to engage with senior leadership and other key stakeholders to understand the business’ requirements
The candidate will be required to have strong editorial skills. This will involve understanding the organization, its business, culture, vision and values, and develop effective strategies for communicating these on appropriate channels with the intent of helping employees develop a better understanding of and appreciation for the organization
The candidate will also drive the firm’s internal communications agenda, which will involve devising ways to keep employees connected and effectively informed about company matters, maintaining vibrant communication channels across the intranet, emailers, communication screens and others
Approximately 12-15 years’ experience including at least 5-6 years in corporate communications
Prior experience in business journalism is preferred
The candidate should have proven strong writing & editorial skills
The candidate should know key journalists in financial services sector
The candidate will report in to the Head of Communications

145

Associate Resume Examples & Samples

Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues
Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area
Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests
Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
Relevant prior experience in reconciliations and reporting will be an added advantage

146

Associate Resume Examples & Samples

Work with business subject matter experts, product managers and technical team members to understand and refine business requirements, and to define technical solutions
Provide technical expertise in systems design, developing and enhancing applications, including best practices in systems and software design
Present and communicate system and application designs
Clearly document system and application designs
Programming, adhering to standards and best practices
Unit and peer testing of software code
Perform design and code reviews and provide technical guidance to junior developers
Problem investigation, code analysis, debugging and resolution
7+ years of hands-on programming experience with a proven ability to deliver effective systems and application designs, high quality and robust code
Bachelors or Masters Degree in Computer Science or equivalent
5-7 years of J2EE/Java development experience
5+ years of Java Server programming – Multithreaded programming, Spring Framework, Hibernate
Experience developing user interface driven applications as well as efficient batch processes
Unix shell scripting and Perl a plus
5+ years relational database experience with hands on experience writing T-SQL queries (preferably Sybase), debugging techniques and performance tuning
3+ years data modeling and database schema design experience
Experience using development tools and build frameworks e.g. Eclipse, Ant
Experience using testing and debugging tools such as JUnit
Experience with scripting languages – Perl, Shell is a Plus
Strong problem solving and analytical skills; ability to think independently and creatively
Familiarity with business intelligence software, data visualization techniques and software and Big Data a plus
Working knowledge of SDLC
Experience working with global project teams spread across time zones
Strong team work with the ability to work independently
Experience managing projects including a small team of developers
Strong time management abilities a must
Knowledge and interest in the financial services industry domain strongly recommended

147

Associate Resume Examples & Samples

Trade processing, settlements, calculation & reconciliations of income entitlements and other corporate actions, margin & collateral management using the common platform Aladdin to manage risk
Partner with Investment Operations teams globally to present a consistent client experience catalyzing a common culture
Provide client service by providing scalability and leverage in the investment lifecycle process
Manage own workload; provide timely and accurate distribution of standard and custom reports
Accurately record all metrics related to work to enable management to have a good view of team productivity and efficiency
Understand flow of client and fund information and data between various groups and systems
Work with high levels of accuracy and follow compliance rules
Participate in various efficiency and capacity-building initiatives, including automation/ standardization efforts
Participate in cross training efforts on all IO functions
Train new IO team members in all basic functions of position requirements. Ensure complete knowledge transfer of all operational and compliance procedures
Work on efficiency initiatives by evaluating systems, processes and procedures and make recommendations for improvement
6-8 years of experience with people management experience
BS/BA in business, finance or related field
Previous experience of working in a global organization preferable
A strong emphasis on time management in addition to being well organized and detail –oriented
Team player with attention to details, problem solving abilities, and analytical skills
The ability to perform effectively in an environment of rapid and continual change
Strong PC skills across Word, Excel, Outlook

148

Associate Resume Examples & Samples

Support the preparation and on-going development of a dashboard and monitoring tool for Asia Pacific Finance
Closing of books and producing regional financial statements, working on financial analysis pack
Analysis of Data, preparation of MIS, variance analysis with budgets and forecasts
Provide timely and accurate month-end and year-end close support, including but not limited to balance sheet reconciliations, intercompany processing and accruing expenses
Provide other general support for the Asia Pacific corporate controllers team
MBA (Finance) /CA/CPA with at least 4-5 years of experience in financial accounting roles (preferable within the financial institutions or fund management industries)
Finance and tax experience in the funds management industry an advantage
Experience working in a large complex multi-national with cross-border billing arrangements will be an advantage
Experience with Oracle Financial, Essbase and Hyperion preferred
Innovative, reliable and motivated self-starter

149

Associate Resume Examples & Samples

2-3 years work experience
Industry and/or academic experience in Finance preferred
Strong technical skills with Excel, PowerPoint and Visio
Exposure to SQL, data modeling, and UNIX

150

Associate Resume Examples & Samples

Performs day-to-day responsibilities to include licensee management, product approvals and Licensee communications
Active contributor to a matrixed team including Franchise Licensing, Product Development, Finance, Integrated Retail, HR, & Franchise Marketing
May identify research and analysis needs to include: sales forecasting, trend research, retail shopping analysis
Supports the process of pitching and selecting licensees
Develops and present trends and competitive research within the category as assigned by manager
Maintains current knowledge of industry trends, competitors, business opportunities, threats and dynamics
Supports internal initiatives generated by the Franchise Marketing and Integrated Retail teams
Strong relationship building skills, flexible and adaptable; able to collaborate, influence and persuade at all levels of an organization, both internal and external
Capable of working independently and managing a variety of initiatives / opportunities simultaneously
Required computer skills (Excel, Power Point / Keynote, Word, Outlook)
Bachelor's degree + 2 years related experience or MBA
Ideally 1-2 years of experience in CPG marketing but not a requirement
Licensing experience preferred but not required

151

Associate Resume Examples & Samples

Replenishes stock levels on the sales floor as needed; organizes and maintains organization of store stockroom
Assists with ensuring proper sales promotional setup of store and maintenance of sales floor and stockroom to create a neat, clean and well presented store
Adheres to company policies and procedures, standards and practices, regulatory compliance, and company directives are being followed

152

Associate Resume Examples & Samples

Accountable for all HK Legal Entity market risk reports / packs that are submitted to Senior Management, Risk Committees and CROs. Ensure reasonableness and integrity of risk information before submittal
Assist to establish practices and procedures around monitoring and reporting of limits
Assist to design the reports and process to support JPMS APL application for Market Risk internal models
Assist to develop and execute of global systems strategy for reporting tools and applications
Ensure processes are established to provide accurate risk reporting for the entity to support governance and regulatory requirements
Provide a reasonableness review of market risk information contained in the regulatory reporting
Modify local reports to comply with changing regulations. Understand the regulatory requirements and coordinate their implementation with Technology
Ensure any risk excesses are escalated and controlled according to local risk policies
Previous Market Risk Management related work experience
Strong product and market knowledge in derivatives and related valuation/ risk management issues
Excellent interpersonal, written and oral communication skills to interact with other risk teams
High degree of integrity, independence and impartiality
Good team spirit, able to work under pressure, must be a solution provider
Strong attention to detail and superior organizational skills
Proficiency in MS Office including VBA

153

Associate Resume Examples & Samples

Provide the mechanisms for the effective assessment of operational capabilities and capacity for new business opportunities
Work with the business to identify solutions for the enhancement, development and implementation of scalable and robust operating models and solutions, ensuring alignment to strategic business initiatives
Understand and transform new business requirements in to operational models
Work closely with Technology to ensure that business requirements are translated into technical specifications and systematic solutions where required
Work with operational partners to ensure operational readiness around acceptance of new requirements and technology
Provide a professional and dedicated operational project leadership service to the business, to ensure successful delivery of product and client driven initiatives
Take ownership to coordinate, manage and ensure the delivery of key activities required for successful delivery of the initiative
Where appropriate, manage the project in adherence with Operations project governance and methodology within time, cost and quality constraints through the application of effective planning
Produce required project documentation (incl but not exhaustive) project plan, risks and issues logs, status reports, closures reports, lessons learned and post implementation reviews
Drive the initiative forward, provide leadership, direction and focus for business functions and project resources
Effective issue escalation management - identify, maintain and monitor key risks and issues
Stakeholder management - effective communication and regular status reporting to the sponsor and key business stakeholders
Socializing new operational models through written and presentation updates
Coordination with the business teams to ensure operating model design, build and implementation is accepted and approved by all business stakeholders, before go live of the initiative - obtain full operating model sign off
Implement, chair and direct regular project steering committee, delivery and workshop meetings
Producing relevant meeting materials i.e. agendas, plans, models, project documents, presentations and proposals
Assist with work allocation to shared team resources
Contribute to resource demand and capacity management
Good understanding of commercial, financial and legislative requirements
Aptitude at relationship building with all types of stakeholders, with good communication and interpersonal skills
Demonstrable experience writing business requirements specifications for information systems
Experience of requirements analysis frameworks and modeling methodologies, including
Ability to work as part of a team in a multi-discipline environment and in a matrix organization
Experience in cross-functional teams e.g. across change management, business and 3rd party vendors
Intermediate or advanced level in all MS office applications including MS Visio

154

Associate Resume Examples & Samples

Interacting with investors on deals Regular dialogue with investors and sales/trading on market activity
Extensive years in capital markets corporate or investment banking
Advanced knowledge of Word, Excel and PowerPoint

155

Associate Resume Examples & Samples

Origination and Relationship Building
Idea generation - aware of trends and developments within the respective industry sub-sector and combines this with product knowledge to spot opportunities for CS to assist clients
Production of pitches - works with Analysts to produce well-argued presentations and thorough analysis. Increased involvement in design and structure of presentations from Analyst role, due to increased ability to stand back and see the bigger picture
Verbal presentation of analysis and sections of pitches to clients of all levels
Building of client relationships through formal and informal meetings and telephone discussions
Prioritises for Analysts and well as self
Prior experience in investment banking and Metals and Mining
Strong modeling, valuation and technical skill set
Awareness of products and markets
Able to produce technically excellent written materials – prospectuses, credit committee, investment banking committee memos, client pitches
Able to use technical skills and knowledge to solve problems and give advice
Excellent organizational skills, able to multi-task across many tasks and projects and plan ahead
Able to present in a measured, clear, articulate way – in particular with regard to technical issues
Able to work fairly autonomously with limited supervision, self-reliant, great common sense
Excellent problem-solver, quick-witted
Judges priorities well and manages own workload accordingly
Knows to delegate and leverage own time
Efficient, focused on delivery and details
Strong sense of pride and responsibility for own work and that of others
Comfortable interacting with clients of all levels in business and social settings
Responsive and sensitive to needs of clients and aware and responsible for personal impression given to the client
Team player - cooperates and communicates at all levels
Committed and motivated, demonstrates strong work ethic but achieves some balance with other areas of life and interests

156

Associate Resume Examples & Samples

Develop the annual $4Billion occupancy expense budget,
Provide ongoing monthly actual vs budget expense analysis,
Provide refreshed full year expense outlooks each month,
Develop, monitor and report on the ~ $2 Billion GRE annual capital program (i.e., new financial commitments made each year),
Develop multi year financial forecasts, under varying capital investment scenario’s
Produce a monthly GRE EMR (Executive Management Report) for the JPMC Chief Operating Officer and the Global Real Estate Executive,
1) By Space Type --- office space, retail branches, and major stand-alone data centers --- each of which has its own unique cost profile
Track and assess the impact of approximately 700+ real estate transactions annually (i.e., lease renewals, lease buyouts, building sales, new leases, sale/leasebacks, etc.) by partnering with the GRE deal transactors and the GRE space strategists, who work with the lines of business to develop optimal real estate acquisition and disposition strategies
Develop occupancy expense & capital budgets for 7,100 JPMC individual locations with unique expense profiles, and conduct monthly actuals vs budget analyses
Work with multiple Corporate financial tools including the Hyperion Essbase CMR cube (firm-wide results), the Corporate Sector PR&A Essbase cube (for Corp Sector wide results), SAP, the firm-wide general ledger, SAPCO, the firm-wide allocations tool, and SAP Fixed Assets module. Also work with GRE specific real estate systems and tools including the lease administration data base, PTS, the division's capital projects tracking tool, and GREDL, the firm-wide real estate property fact base
Focused, hard working, self starter. Insightful
Manage multiple priorities and time sensitive deliverables
Advanced technical skills in Excel and Powerpoint
Ability to help identify and recommend improvement in systems supporting GRE

157

Associate Resume Examples & Samples

Develop corporate strategy
Prospecting acquisitions for enterprises in the US and abroad
No Class of 2013 or 2014 graduates, please

158

Associate Resume Examples & Samples

Ensure corrective action is taken to fix issues and prevents the same issues from reoccurring
Identifies and communicates potential inventory issues found while picking
Maintains a clean and neat working environment within the picking zones and minimizes potential safety issues
Reports problems with equipment that require repair

159

Associate Resume Examples & Samples

Participate in audit engagements from planning to reporting and deliver quality products within department and professional standards
Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls
Finalize audit findings and use judgment to provide an overall opinion on the control environment
Build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value
Stay up to date with evolving industry and regulatory developments impacting the business
Travel to domestic business locations as required, approximately 5-10 per cent should be anticipated
Demonstrated effective communication (verbal and written) and inter-personal skills, with the ability to present complex and sensitive issues to management and influence change
Demonstrated solid understanding of internal control concepts and strong analytical skills
Enthusiastic, self motivated, effective under pressure and willing to take risk and accountability
Proven ability and desire to learn quickly, be flexible, think strategically and to multi-task
Excellent teamwork skills

160

Associate Resume Examples & Samples

To manage the various local/ global submissions for the Oversight & Control agenda
To co-ordinate data submissions and analyze risk/ control indicators across LOBs for senior management reviews
To generate reports for senior management
To conduct process reviews for corporate functions and track remedial measures for identified control weaknesses
To assist in RCSA governance process
To participate and organize GSC-wide programs as related to the control agenda
To assist senior management in developing risk/ control scorecards for evaluating the health of the control environment
To identify best practices across LOBs (as related to control agenda) and develop forum for sharing the same
To manage the central SharePoint for O&C teams

161

Associate Resume Examples & Samples

Help define, execute, and oversee BAI’s strategic initiatives
Conduct financial, organization and operational analysis on focus businesses, presenting finding to management and, as necessary, aid in the execution of restructuring and strategic efforts
Create financial models to support strategic initiatives, forecasting, budgeting and key hires
Assist with special projects at the direction of BAI’s COO and senior leadership team
Work closely with BAI business leaders to prepare presentations for BlackRock’s Board of Directors, Global Executive Committee, Global Operating Committee, and other senior internal and external audiences
Support product management and development initiatives across BAI’s suite of institutional and retail products
Liaise with key shared service providers like Corporate Finance, Corporate Services, Business Operations, Legal & Compliance, Marketing, and Technology to ensure close coordination across and effective oversight of all aspects of BlackRock’s global alternatives platform
2-5 years of comparable industry experience, e.g. investment management, investment banking, management consulting, etc
Familiarity with alternative investments
Experience in business strategy, operations, investing, finance and/or product development in the investment management industry preferred
Strong financial modeling experience and skills
Strong analytical skills and ability to think strategically across complex situations
Can operate efficiently both at low level details as well as high level oversight
Attention to detail and pride in work product produced
Strong work ethic
Strong organization and project management skills; ability to lead and coordinate complex, multi-dimensional initiatives across various stakeholders and contributors
Ability to clearly, efficiently, and effectively articulate ideas, both written and oral, to internal and external audiences across various levels of seniority
Ability to work collaboratively at all levels of an organization and build strong relationships with team members, managers, and senior executives in multiple locations

162

Associate Resume Examples & Samples

Daily monitoring of liquidity reporting requirement for all four Legal entities within the Liquidity Firms group
Partnership and supporting Corporate Treasury and the businesses with other liquidity reporting requirements; voluntary and mandatory reporting of the Basel III LCR and NSFR and building of the global liquidity infrastructure
Preparation and review of the daily Enhanced Mismatch Report (EMR) and weekly, monthly and quarterly FSA submissions
Managing the engagement with Middle Office source system owners and technical support teams to ensure data is fit for reporting
Production and analysis of monthly GL vs EMR validation work for JPMEL, JPMML and JPMS Plc, including interaction with LOB Product Controllers
Proficiency in Microsoft Office – Excel (Pivot table and vlookup)
Proficiency in Business Objects and other query tools (Microsoft Access) would be an advantage
Extensive discipline in data integrity, data reconciliation, controls and documentation
Accountancy qualification (CA) with a degree or qualification by experience with Financial Services industry with around 5 years experience
Good understanding of financial products and the associated cash flows (e.g. repo, reverse repo, cash securities)
Strong interpersonal skills; ability to communicate effectively at all levels
Good team working skills are essential as a key aspect of the role is liaising with various teams in Middle Office, Product Control, Corporate Treasury, GFT and Regulatory Reporting
Flexibility to work under pressure to meet changing work requirements and strict deadlines
Ability to critically review and challenge numbers; to demonstrate strong analytical and problem solving skills

163

Associate Resume Examples & Samples

Ability to communicate with co-workers and supervisor with equal effectiveness
Ability to work as a team, which includes multi-tasking, flexibility and adaptability with co-workers and schedules
Basic computer skills necessary
Ability to understand and follow safety regulations

164

Associate Resume Examples & Samples

Creation and maintenance of excel models for companies under coverage
Creation and maintenance of excel models for industry sub-sectors
Tracking of sector news and analysis of periodic statistical data
Constant collaboration/information exchange with fellow tech associates working within the global tech research across all geographies
Background analysis as a part of active research on a company/theme
Maintenance research products such as preview notes and results notes
Completion of ad hoc client requests, often to deadlines
Assistance in initiation of coverage on new stocks
Support in developing new products
Management of team data, in collaboration with the team assistant

165

Associate Resume Examples & Samples

Credit analysis on new issue Acquisition and Leverage Finance underwriting transactions
Reporting and coverage of Portfolio credits assigned to the analyst (including amendments & waivers)
Interacting with the secondary trading desk to provide desk analyst coverage for the assigned names
Regular activities supporting weekly, monthly, quarterly desk reporting & P/L
Previous experience in Leveraged Finance Portfolio Management is essential, and ideally with an accounting or Corporate Finance background
General understanding of debt / leveraged finance products and the European leveraged finance capital markets
Keen attention to detail and highly energetic
Interested in understanding companies� business models and credit analysis in general
Strong analytical skills and numerical abilities, including familiarity with financial modelling
Distinctive academic record including degree, MBA and/ or Accounting qualification
European language a plus but not a requisite

166

Associate Resume Examples & Samples

Ability to work GMT time zone to ensure Global coverage
Perform the execution of the RCSA testing program across Firmwide Operations
Perform process walkthroughs to analyse and evaluate the design effectiveness of controls identified through the RCSA process
Assist in the design of the RCSA testing plan and approach, including identifying testing scripts and setting sample types/sizes
Document RCSA testing working papers on the population of controls tested
Document root cause analysis of Control failures and identify corrective action
Follow-up and track remediation action plans with clients on a quarterly basis
Developing and maintaining relationships with key stakeholders across various levels within Operations
3+ years of experience in the financial services and/or internal audit function

167

Associate Resume Examples & Samples

3-5 years experience required with complex report design/development
Advanced proficiency required in Excel and Access
Advanced proficiency required in Business Objects and Hyperion Essbase
Proven ability to translate business reporting requirements into sustainable reporting solutions
Strong focus on customer service and quality
Flexibility to multi-task in order to meet deadlines
Experience managing confidential data with the utmost discretion
Effective end-user consultation and communications skills in MIS design
Ability to manage complex reporting requests with end users to ensure detailed reporting specifications are met
Proven experience in identifying and remediating data-related issues impacting report quality or delivery timeliness
Creative problem solving ability to grasp reporting and data analysis concepts quickly

168

Associate Resume Examples & Samples

Strong knowledge of financial services operations and the securities markets
Strong knowledge of risk-based audit / evaluation practices
Experience in supporting control assessments and control testing directly
Strong analytical & problem solving skills (critical thinking ability)
Excellent time management and organisational skills
Ability to identify issues and provide recommendations for comprehensive solutions and remedies
Adaptive and able to meet deadlines on assignments and change priorities as required
Detail oriented and able to quickly grasp big picture issues
Driven and able to initiate
Committed to self-development
Proficient in MS Office suite of applications

169

Associate Resume Examples & Samples

Knowledge and understanding of investment terminology
Ability to work independently with limited supervision as well as in a team environment
Attention to detail and ability to work with deadlines
Proficient in Word, Excel, PowerPoint
Flexible – have the ability to change from one task to another
Motivated individual (self starter) with strong organizational and time management skills
Willingness to learn new things in both formal and informal on the job training environment
Comfortable interacting and building relationships with individuals at all levels of the company
Exceptional follow through skills
A “can do”, team-oriented attitude demonstrated by energy, determination and professionalism
Strong knowledge of the RFP Process
3-4 years related professional experience

170

Associate Resume Examples & Samples

Excellent communication and leadership skills
A strong background in finance is essential
Financial modelling and excel skills preferred
Experience working with private equity funds in order to raise primary capital from institutional investors is desirableA background in market analysis and marketing document preparation is desirable
Excellent report writing skills, including advanced Word and PowerPoint skills
Ability to learn quickly and work independently
High motivation and attention to detail
Commitment to excellence, hard-working, high energy and personal drive (a self-starter), highly organized
Cultural fit is a critical component and an ability to work within a team and across business units is a must
European languages are preferred

171

Associate Resume Examples & Samples

3-5 years of audit, compliance or operational experience
3+ years of experience with RCSA and Data Analysis
Possess sense of urgency, intellectual curiosity, resourcefulness, excellent analytical and problem solving skills, ability to synthesize large amounts of information and propose recommendations
Excellent verbal and written communication skills with the ability to present complex and sensitive issues to senior management in a persuasive manner; and

172

Associate Resume Examples & Samples

Executing the Electronic Communications Surveillance programme by capturing and analysing in-scope electronic communications and recording any issues arising
Targeted reviews of employees across voice tapes, emails, Bloomberg and other electronic communications stipulated as being in-scope
Communicating findings both in written form and verbally
Developing, validating and implementing processes and procedures
Working with the LOB Compliance team, providing support in relation to special investigations into conduct incidents
Responding to regulatory and exchange enquiries in a timely manner
Working in partnership with the respective LOB Compliance Officers to build a network of key front and middle office contacts across one's business line coverage; and
Sharing knowledge across Surveillance and the LOB Compliance team
Significant relevant experience in a similar Compliance, Audit or Regulatory role
Experience in electronic surveillance activities is essential; experience in the financial services either on trade related channels or wider electronic communications is desirable
Longstanding interest in the development of global financial markets
Strong understanding of a wide range of financial instruments would be advantageous
Strong working knowledge of the applicable regulatory principles and rules, such as market abuse, best execution and information barriers would be advantageous
Proven investigative skills and an analytical mindset are absolutely essential
The candidate must possess: (i.) initiative and judgement; (ii.) the ability to prioritise conflicting demands, organise one's agenda and work under pressure; (iii.) strong analysis skills; (iv.) the ability to work in teams and the readiness to share knowledge; (v.) good oral and written communication skills; and (vi.) intermediate to advanced Microsoft Excel skills

173

Associate Resume Examples & Samples

Reviews of in-scope employees across voice tapes, emails, Bloomberg and other electronic communications mediums
Developing metrics and associated KPIs
Significant relevant experience in an operational environment is essential
Experience in a similar Compliance, Audit or Regulatory role is desirable
A strong understanding of a wide range of financial instruments would be beneficial
A logical and analytical mindset is absolutely essential
A proven track record in operations delivering at pace is a must
Experience/skills in contributing to a project management team would be desirable
The candidate must possess: (i.) initiative and judgement; (ii.) the ability to prioritise conflicting demands, organise one's agenda and work under pressure; (iii.) the relationship management skills to deal with management and build partnerships with other departments; (iv.) the ability to work in teams and the readiness to share knowledge; (v.) good oral and written communication skills; and (vi.) intermediate to advanced Microsoft Excel skills
Proven experience in the development and implementation of system enhancements and constantly looking for ways to improve existing systems would be advantageous

174

Associate Resume Examples & Samples

7 years of audit, compliance or operational experience
Works well individually and in teams, shares information, supports colleagues and encourages
Individual must be results driven and skilled at influencing key stakeholders and peers

175

Associate Resume Examples & Samples

Bachelors Degree and 3+ years financial services experience with strong Asian markets exposure, with a significant focus in product management, analysis, and strategy
CFA or CAIA preferred; SFC License to sell or equivalent in local markets
Strong analytical, communication, project management and cross-organization collaboration skills required
Demonstrate ability to influence and gain senior management buy-in on key initiatives
Fluency in English (Asian languages would be an advantage)
Proficiency in Morningstar Direct, eVestment and Simfund
Quantitative background a plus

176

Associate Resume Examples & Samples

Day to day responsibility for the relationship management of existing institutional clients in Hong Kong
Execute new and terminated investment mandates through coordination with various operations teams
Manage client queries on portfolio related matters. Follow through on issues with relevant internal teams
Strong IT Skills
College Graduates with a background in finance or similar fields

177

Associate Resume Examples & Samples

Undergraduate degree in Finance or Accounting
0-2+ years experience in Finance or Accounting related field– experience in the financial services sector a plus
A strong academic foundation in financial accounting: journal entries, cash transactions and reconciliations, and investment activity a plus
Deadline oriented with ability to complete assigned tasks independently
Attention to detail and ability to multi-task

178

Associate Resume Examples & Samples

Strong research and analysis skills, ability to conceptualize analysis into processes and frameworks
Undergraduate degree, graduate or post-graduate degree preferable, in life sciences, or a relevant field
Proficient in the use of Microsoft Office, including PowerPoint
Knowledge and understanding of the pharmaceutical industry
Strong communication skills, able to communicate effectively and succinctly both verbally and in writing
Able to work to own initiative with little direction
Able to learn quickly and demonstrates a passion for learning
Ability to multi-task and deliver high quality outputs under time-pressured deadlines
Team player; able to work effectively as part of diverse and virtual teams and build relationships both internally and externally
Excellent attention to detail; demonstrates a ‘completer finisher’ mindset

179

Associate Resume Examples & Samples

1+ years of corporate tax experience
B.S. Accounting
Solid understanding of FAS 109
Prior exposure to corporate taxation, consolidations, and partnerships
Experience with Big 4 or large regional firms
CPA, Masters, or JD

180

Associate Resume Examples & Samples

Provide Daily, Weekly, Monthly and Quarterly reporting / analysis for Sr Mgmt: including Monthly Mgmt report, CFO revenue briefing and weekly Exec Committee mgmt report, Legal Entity reporting and forecasting
Key contact for Corporate Business owners: provide recurring and ad hoc analysis and expense deep dive, allocation, cross border review and Target Investment area reporting
Key point of contact for CEO office data requests: partner with and create CEO quarterly review packages
Assist in the Annual Budget process including ownership of systems, assistance with creation of corporate budgets and ultimate execution of the Americas Regional budget submission to Global
Key contact Quarterly Investor Relations packages with commentary and analysis
Review and produce monthly rolling corporate forecast by working with business managers and global CMA
Provide the Global expense team with monthly expense variance analysis
Produce Ad hoc requests for CEO, CFO and Sr Business management as needed
3-4 years of experience producing Management Reporting including but not limited to Revenue, Expense and Balance Sheet analysis
Advanced Excel, PPT and GL hierarchy experience
Essbase and PeopleSoft experience
Basic Accounting knowledge a plus
Ability to interact with Sr. Management professionals and communicate high level message and analytics
Ability to work independently and react to fast paced changing environment

181

Associate Resume Examples & Samples

Authorising settlement instructions updated in Agent Bank and SIREN
Completion of Firm instruction updates
Authorising confirmation updates in Flexcon (FC3)
Quality checking the creation and maintenance of client accounts
Risk management through the daily review of priority clients, adhering to benchmarks and Service Level Agreements
Escalate potential issues to the team manager
Recommend opportunities to increase efficiency / productivity through analysing resource and system usage, and identifying processing weaknesses
Support the team manager in rolling out new initiatives and developments within the team
Knowledge of global markets / market regulations is beneficial, although not a necessity
At least 12 months experience in a supervisory role
Securities Institute (or equivalent) qualifications
An appreciation of ?risk?
Customer care skills
Performance management skills

182

Associate Resume Examples & Samples

Assist in the origination and execution of both ‘event-driven financing’ transactions and ‘leveraged capital markets’ transactions
Provide support for senior bankers in preparing analytical and transaction materials, interfacing with clients as required
Produce financial modelling and credit analysis and manage internal approval processes
Coordinate the development and drafting of all marketing presentations and offering documents
Support in negotiating legal documentation including term sheets, commitment letters and credit agreements
Participate in the recruitment, management, training and assessment of junior bankers
Strong quantitative, written and spoken communication skills
Working knowledge of financial modelling, valuation, and credit analysis
Applicant must have advanced Excel, Word, PowerPoint, Bloomberg, CapitalIQ, proven modeling skills, proficient in managing credit processes
MBA or equivalent graduate degree in a financial discipline and 1-2 years of experience; OR a Bachelors degree and 4+ years of experience in investment banking positions or comparable roles
Preferred experience in Leveraged Finance or Energy investment banking coverage
Proven interested in leveraged finance, corporate finance and financial markets

183

Associate Resume Examples & Samples

Relevant equity research experience of at least 4 years
Strong writing skills (good at structuring the report and articulating the key findings
Ability to synthesize ideas in clear, logical, and precise written English; must be already involved in writing research reports
Ability to collect and analyze sector data based on secondary information
Good data management and analysis skills and a high degree of comfort with Excel
Should be comfortable in maintaining and updating existing models and databases

184

Associate Resume Examples & Samples

Perform audit compliance testing to ensure the PAD & DOI operations teams are performing various job responsibilities in an accurate and complete manner against internal standards and local regulatory guidelines
Help identify up and downstream controls to help design test scripts for execution
Function as a key contributor with demonstrated knowledge of quality testing, Employee Compliance and Regulatory Reporting operations, as well as broader functional knowledge
Participate on special ad-hoc projects as needed
Partner with colleagues and stakeholders to ensure testing practices and documentation are consistent
1-2 years of quality testing experience in a financial services environment
Proven experience assisting in the design of quality testing scripts
Strong documentation skills and the ability to articulate clearly the results of testing activities
General understanding of the financial markets, and specific equities and derivatives knowledge
Excellent analytical, written and verbal communication skills with a proven ability to explain QT review findings to both senior managers and analysts
Proficient in the Microsoft suite of products (Word/Excel/Access)
Adapt to a rapidly changing environment and multi-tasking

185

Associate Resume Examples & Samples

Provide sales support to the China Retail Distribution Sales team through preparing sales reports, product and market reports and analysis
Assist the team to enhance and broaden China Retail business relationships through regular branch visits, product pitching and training, conference calls and meetings
Assist in marketing events / sales training / seminars and coordinate with internal parties to preparing all related materials
Prepare and translate pitch book, presentations and reports (English to Simplified Chinese and vice versa)
Handle client enquiries & assist on account opening procedures, coordinate with internal parties to work towards a solution (Marketing, Legal & Compliance, Operations … etc)
University graduate in Business, Finance and / or related discipline with a minimum 2 years of relevant experience. Preferably with asset management background
Academic or work experiences either in Chinese and Hong Kong
Good understanding of financial world, products and China fund distribution business
Excellent communications in both Mandarin & English is essential,fluent in Cantonese is a plus
Willingness to working on weekends and travel when necessary

186

Associate Resume Examples & Samples

Monitor the data quality and completeness of your assigned portfolio (feed files) into the AML environment to ensure the highest level of quality of information
Act on exception reports, completeness checks and spike monitoring that could identify a potential data quality issue
Track all data quality issues and provide on-going progress feedback into reporting processes (i.e. metrics)
Track incoming change requests from suppliers or consumers related to supplies in your portfolio and partner with AML Project Team to address
Perform data analysis to obtain details on issue (source data coming in, characteristics of problem, repeat issue, etc.) prior to engaging line of business owners
Work with line of business and technology contacts responsible for source feeds to remediate all data quality issues by determining root cause, obtain corrected data and determine action plan to correct issue going forward
Serve as primary point of contact for regional AML staff regarding data flowing thru the AML infrastructure related to your assigned portfolio
Partner with the A&D Team to educate the business on key AML initiatives, requirements, processes and impacts
Partner with the lines of business representatives to gain a better understanding of their products and associated activity and risks
Partner with AML Project Team to onboard new feeds or implement changes to existing feeds
Partner with LOB and AML Technology to investigate potential technology breaks in AML system environment or with source feed files
Partner with AML Technology to suggest tool improvements to be satisfied as part of strategic re-engineering effort
Understand how the source feed data is utilized in the AML environment and the impact it has to various functions and teams within and outside of the Compliance organization
Bachelor's Degree or middle office tenure supporting a line of business
Strong data analytic skills with ability to dive into details and understand the data provided by the LOB to the AML Infrastructure
Ability to take a step back and view the bigger picture, ability to balance strategic objectives with the need to make interim tactical choices in order to sustain progress
Excellent communication, influence and relationship building skills. Ability to work with line of business and technology staff
Team player adaptable to changing environment, with good interpersonal skills
Highly disciplined individual, self-motivated, and delivery focused
Intermediate Excel skills inclusive required for data analysis. Key functions include use of pivot tables and v-lookups

187

Associate Resume Examples & Samples

Focused on delivering a seamless and smooth "client experience" regardless of the complexity of the internal Asset Management infrastructure, policies, procedures and systems
Maintains a sense of urgency and ability to prioritize/multi-task
Strong sense of accountability and ownership over "Quality" and end-to-end best practices around the quality assurance process

188

Associate Resume Examples & Samples

Primary analyst for a portfolio of credits in the above mentioned regions and sectors
Actively participate in rating committees. Present findings and opinions to a rating committee
Attend meetings and interact with senior management of corporations to obtain information upon which to base credit rating decisions
5-8 years of significant experience in equity research or fixed income research
Team player, good at setting priorities and time management
CFA is a plus

189

Associate Resume Examples & Samples

Assisting in execution of mandated deals
Assisting in preparation of marketing pitchbooks and related materials
Gathering public information through numerous sources
Creating financial model analyses
Generating discounted cash flow models and other models for valuation metrics
Building company forecast models
Analysing company performance on an absolute and relative basis
Drafting marketing documents such as Confidential Information
Memorandums for financings and/or sell-side assignments
Producing and maintaining various databases
General research
Proactively identify operational risks/control deficiencies in the business
Candidates should have some knowledge of financial services accounting and regulatory capital through their current employment
Sound judgement, particularly in valuation matters, with strong analytical skills

190

Associate Resume Examples & Samples

Prepare proposals to new & existing clients
Good understanding of bond, preferred share and equity markets
Knowledge of RBC Dominion Securities systems an asset

191

Associate Resume Examples & Samples

Demonstrating information and project management skills through the following
Responding and assisting in client requests around reference data, account cleansing, system dependencies, and account opening
O Managing a population of account referential data exceptions, notifying account owners when reference data is misaligned based on validated standards and working to remediate those issues
Supporting ad hoc requests relating to Regulatory Compliance and/or Legal Entity-related Programs through execution of surveys, data collection, and communication to relevant stakeholders
Engaging in weekly team meetings with the larger Data Governance team to highlight achievements, work priorities, and to provide updates on workstream (as assigned)
Gathering and presenting risk metrics as requested to support additional governance workstreams by conducting surveys and/or setting up meetings as necessary
Provide SME support to a third party vendor (TCS) and be first point of escalation
Review and approve daily General Account Usage (GAU) and Specific Account Usage (SAU) amendment and monthly Bulkload proposals sent by the vendor
Supervising outsourced functions including but not limited to GAU/SAU Amendments, Bulkload, New Activity, Missing GAU/SAU, Baseline, Mailbox management, NCOB support and Reporting
Demonstrating strong communications skills through the following
Communicating with business units and account opening groups to remediate data discrepancies and to address procedural differences through meetings and conference calls
Acting as reference data consultant to various project managers tasked with Firm-wide initiatives and participating in Account Usage Steering Committee or any other relevant Committees as needed
Working extensively and building relationships with all stakeholder groups that rely on account reference data such as the Enterprise Data Group (EDG), Finance, Credit, Treasury, Regulatory teams, and various Operations Departments
Strong business analytical skills with ability to prioritize and allocate resources effectively
Ability to handle large volumes of data intensive functions
Ability to work effectively in a team environment as well as independently
Ability to set deliverables and help drive agendas forward
Strong technical skills in various Microsoft Office Tools (particularly Access, Excel, Visio, Project and PowerPoint)
3-6 years work experience as a business analyst would be desirable
Ability to adapt to a rapidly changing environment
Familiarity with Morgan Stanley systems would be advantageous
Knowledge of accounting and basic terminologies used in the financial services sector

192

Associate Resume Examples & Samples

Managing a population of account referential data exceptions, notifying account owners when reference data is misaligned based on validated standards and working to remediate those issues
O Review and approve daily General Account Usage (GAU) and Specific Account Usage (SAU) amendment and monthly Bulkload proposals sent by the vendor
O Supervising outsourced functions including but not limited to GAU/SAU Amendments, Bulkload, New Activity, Missing GAU/SAU, Baseline, Mailbox management, NCOB support and Reporting

193

Associate Resume Examples & Samples

Prepare, troubleshoot and analyze the results of capacity planning tools each forecast cycle
Prepare forecast review documents each forecast cycle to be distributed to operational leadership for review and discussion
Support capacity infrastructure by helping collect vital data and information from MIS, and operational leadership
Prepare insightful, high quality Senior Management presentations
Support ad hoc requests from the Business and Senior Management
Partner with business P&A/ LEC teams (onshore/ local) to ensure smooth functioning of the process/function
Maintain & Coordinate calendar of deliverables
MBA (Finance) with 6-8 years of post qualification experience
Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc)
Strong knowledge of Essbase

194

Associate Resume Examples & Samples

Managing a large scale project with various stakeholders across regions
Assist in the definition of program and projects scope, goals and deliverables
Development of full scale project plans
Manage project timelines and track deliverables. Provide support to Program Manager and other stakeholders (e.g. Project and Program Leads)
Assist the LOB with detailed project deliverables and implementation tasks, depending on priorities
Resolve conflicts, identify control gaps and successfully manage project/task dependencies
Facilitate meetings with Senior Managers and key stakeholders to communicate updates, directional changes and key risks/issues while influencing outcomes and driving resolution
Play a vital role in the team’s mission to guarantee the efficiency and effectiveness of Business Support Management (BSM) globally, including Business Change Management (BCM), Assistant Management and Expense Management both on- and off-shore
Support local and regional management in the development and delivery of regular reports, analytical models and scorecards to enable proper controls and operational management of BSM and the areas it supports
Provide trend analysis for technical and soft skills training evaluation as well as scheduled and ad hoc reporting and business analysis
Reporting, Trend Analysis and Business Analysis
Contribute to the development and maintenance of a BSM data universe and reporting tool to be used for all BSM reporting
Create, maintain and process BSM reporting structure as well as statistical and trend analysis as well as produce monthly report decks for local, regional and global management
Create and maintain reporting and analysis around monthly BSM support controls (e.g. Physical Access, Recertification, Attestation, etc)
Develop a report distribution model for BSM generated reports for local, regional and global BSM and other senior management
Serve as a key resource for ad hoc business analysis related to controls, analysis and productivity
Backup other team members involved in producing and delivering additional critical reports for other teams as needed
Bachelor’s Degree or relevant experience
2-5 years previous Project Management, Business Analysis, or Process Improvement experience with a financial institution preferred
Previous experience supporting large projects or leading smaller end to end projects
Minimum of 2 years experience in investment banking or other corporate environment
Significant experience with productivity and financial analysis strongly preferred
Proficient in Microsoft applications, specifically using data analysis functions such as VLOOKUP and creating pivot tables in Excel, as well as using PitchPRO in PowerPoint
Ability to analyze and document end to end process flows
Solidify the project concept, including the project scope and purpose
Strong analytical and problem-solving skills as well as a demonstrable ability to learn how to use performance metrics and financial data to effectively manage staffing, productivity, quality and budgeting
Good business judgment, particularly the ability to accurately assess client needs, operational capacity, and controls adherence
Demonstrable ability to develop and maintain relationships with other support and/or reporting teams, to advance departmental objectives and ensure that team has the resources and data necessary to meet client and senior management needs efficiently and effectively
Superior interpersonal and written/verbal communication skills
Ability to work independently and be self motivated
Ability to function effectively and professionally within a high pressure, time-sensitive environment, being open to the needs of the operation which may impact job requirements and/or working schedule
Detailed documentation skills to define and capture the current state of a process and articulate future state in a proposed draft manner
Strong presentation and inter personnel skills
Strong skill level and proven ability to build models, solve problems, and create reports leveraging tools such as QlickView, Business Objects, Cognos, and Excel. Experience with Universe building a plus
SQL reporting tool, Access and .NET/VBA knowledge preferred
Experience automating processes and reports strongly preferred
Strong working knowledge of Microsoft Word, Excel, and PowerPoint required
Experience and/or familiarity with statistical methods (including sampling procedures) strongly preferred

195

Associate Resume Examples & Samples

Lead a team of analysts in projects teams
Drive and/or assist in defining project requirements and deliverables by identifying, driving and participating in project milestones, phases as well as specific action items
Drive and/or assist in creation of more efficient, integrated operating models and infrastructure for the Finance- Risk function
Work with Stakeholders to identify and staff project resources
Identify and recommend best practices and enhancements to be included in standards and procedures for projects and for work as it is integrated into BAU processes over time
Actively participate and collaborate in work stream meetings and ad hoc working sessions including driving agendas, preparing meeting minutes and keeping track of agreed actions
Create and produce periodic executive reports and presentations for senior management

196

Associate Resume Examples & Samples

Accurately records data from physical security certificates to the ASTAR position record
Report out-of-balance conditions to affected departments
RBC maintains consistently high credit ratings: S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as of July 2014)

197

Associate Resume Examples & Samples

Good knowledge of finance, accounting and valuation concepts
Tenured MBA's or graduates with 5+ years of relevant experience
Strong analytical, quantitative and communication skills
Advance knowledge of Excel, Access, and PowerPoint
Knowledge of systems like FDW, XIB, and Paragon is a plus
Self-driven and able to prioritize effectively

198

Associate Resume Examples & Samples

Support CIB Workstream Lead with all Program deliverables
Co-ordination engagement across the Program stakeholders (Business & Technology) to facilitate discussions and information sharing and gathering
Tracking deliverables, actions and follow-ups, and supporting of planning
General Projects administrative tasks, minuting, meeting management
Strong Communication skills – Both verbal and written
Logical thinker – Can break up a task / problem into more manageable steps and sequence accordingly
Business Analysis experience
Projects experience
Clear, concise oral & written communication skills
Has worked in a Finance architecture change program
Has experience working with Source System data providers
Knowledge of JPM Systems, and have understanding of System data flows
Team player & ability to multi-task
Judgement, reasoned, balanced decision taker

199

Associate Resume Examples & Samples

Review and analyze financial results including production of estimates, variance analysis, financial modeling for Firmwide Finance; and forecasting/outlook of Corporate Finance
Coordination in MIS activities on a monthly, quarterly and annual basis
Monthly management reporting close
Revenue & Expense variance analysis
Forecasting consolidation and review
Annual budget process
Headcount reporting
Oversight and reporting of allocations
Bachelor's Degree in Finance, Accounting or a related field
Finance skills - core finance and accounting knowledge, knowledge of Managed Expense and Allocations, Strong attention to detail
Creative self starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
Proven Client/Relationship management experience; strong interpersonal and influencing skills
Ability to multi-task and be hands on in a fast paced environment to meet deadlines under pressure
Strong working knowledge of Excel, Essbase and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Experience with internal financial systems preferred (Essbase, SAP, Business Object Reporting, etc.)
Communications skills - Strong oral and written skills; Ability to articulate thoughts and ideas clearly and succinctly
5+ years of related work experience, financial service industry preferred

200

Associate Resume Examples & Samples

Partner with technology strategy team to help identify internal and external facing technology improvement opportunities
Ensure all day to day queries dealt with within required SLAs and escalate issues to the team leader
High level of client service focus
Monitoring & Adhere to daily work flow queues and ensure no TAT miss
Provide operations subject matter expertise and value added services to clients where required
Meeting with clients in person along with client service
University graduate
Local trust license is a must
Good English, communication, interpersonal and telephone manner skills
Able to work under pressure. Need to be aggressive, detail oriented, patience, organized and responsible
Team player & self-motivator
Strong PC skills (MS Office)
Working experience in the related fields

201

Associate Resume Examples & Samples

Research, respond and follow-up as required to inquiries from other operations departments, correspondent/branch offices and RBC staff
Refer to department manuals for instructions and task assignments for the specific role
Business, finance, customer service and/or accounting/bookkeeping experience
Proficient computer skills in Windows-based software products such as Word, Excel and Outlook and typing proficiency
Ability to handle multiple priorities in a fast paced and deadline driven environment

202

Associate Resume Examples & Samples

Partner with HR colleagues responsible for the various lines of business to determine the expatriate package type and to deliver solutions to meet strategic business needs around mobility
Counselling relocating expatriates on all aspects of their expatriate benefits
Close liaison with external vendors on destination and shipment services, and address service issues as appropriate
Manage escalation and exception approvals
Day to day case management of existing expatriate population including dealing with ad hoc queries
Partner with the expatriate operations team based in Mumbai to achieve operational excellence
Adhoc projects
Strong quantitative and analytical skills with attention to detail and accuracy
Strong customer service orientation, oral/written communication skills with ability to handle difficult situation
Strong sense of urgency with ability to multi-task
Solutions oriented and shows commitment to quality and timeliness of work product
Sound planning, judgment, collaboration and decision-making abilities
Prior experience in mobility related or personal tax compliance/consulting field a plus

203

Associate Resume Examples & Samples

Ensure guests are well-equipped for a day on the mountain
Remain current on new industry products and trends while demonstrating knowledge of products
Friendly, personable and comfortable working with people
Ability to work a flexible schedule; including nights and weekends - required
Experience with rental POS systems - preferred

204

Associate Resume Examples & Samples

Determine guest equipment needs
Serve as a knowledgeable resource to guests
Demonstrate a professional standard of guest service
Remain current on industry products and trends, and demonstrate knowledge of products
Protect company assets through loss prevention techniques
Service and repair guest merchandise according to established guidelines
Adhere to safety procedures regarding use of tools and equipment
Ensure pricing is accurate and current including any and all promotions
1 year service technician experience - preferred
Ski and/or snowboard tuning experience - preferred
Previous retail sales and customer service experience - required
Strong guest service skills
Basic computer skills with the ability to learn the register

205

Associate Resume Examples & Samples

Explain to guests how to operate rental equipment, safety practices and guest responsibility for the equipment during the rental including length of rental and return options
Ensure equipment on the rental "ready" line is ready to make a successful rental by cleaning, servicing, and testing according to established service requirements
Deliver an enthusiastic and professional level of customer service at all times

206

Associate Resume Examples & Samples

Assist in review and oversight of monthly and quarterly reporting matters for the portfolio management team including the tracking of investments and management reporting
Monitor borrower/asset/market level performance in mortgage and CMBS related investments, and generate internal investment summaries, financial modeling, memoranda and reports in connection with existing portfolio loans
Assist senior team members by providing research and analytical findings in support of strategic decisions and with analyzing and implementing borrower requests and other business transactions such as loan sales and modifications
Provide assistance by interfacing with internal business partners including Accounting, Valuation, Appraisal, Real Estate Equity, Risk Management and Law
Provide ongoing analysis and research, including creating and updating financial models to evaluate and forecast portfolio investment performance
Support management decision making related to a variety of business activities and functions across GRE debt platform
Support development of strategic projects
Coordinate with other business partners across TIAA Asset Management
Lead/coordinate a variety of reporting initiatives
BA in accounting or finance
2-5 years of experience in financial services industry
Strong financial analysis and critical thinking skills
Working knowledge of Argus and basic underwriting principals preferred
Willing to travel as needed to assist in property related and investment related analysis and decisions
Bachelor’s degree in Finance, Real Estate or Economics (CFA or MBA a plus)
2-5 years of experience in commercial mortgage lending in a financial institution or, related experience
Well organized and able to balance multiple and diverse priorities while delivering quality product
Self-starter who is willing to work independently

207

Associate Resume Examples & Samples

One to two years of relevant administrative experience in a support role; fresh graduates are welcome to apply
Detail oriented, organized, good communication skills, both written and verbal, experience working in a fast paced environment. Some HR experience will be a plus
Ability to work under pressure, prioritise appropriately, meet deadlines and juggle simultaneous demands
Excellent Microsoft office skills, especially excel and powerpoint knowledge
Dedicated team player
Positive ‘can do’ attitude
Motivated, keen and enthusiastic

208

Associate Resume Examples & Samples

Manage Macquarie's IT asset remarketing process to maximize profitability
Work closely with Client Management and Account teams to manage asset return and remarketing process efficiently in a timely manner
Work on closing asset returns and remarketing, ensuring all documentation and system needs meet prudential, financial, operations and risk requirements
Actively manage the relationship with existing remarketers, while establishing and developing new partners and channels for the resale of specific IT equipment
Actively manage the agencies to provide a high level of service and organizational support to Macquarie clients to ensure client's asset management needs are fully satisfied
Provide timely and accurate advice to senior management on market trends and key remarketing events
Evaluate, deliver, implement and enhance remarketing structure and process
Provide input for the improvement of work practices and processes
Strong negotiation skills and a demonstrated ability to close business within a diverse customer base
Strong organizational ability as well as the commitment to follow tasks through to completion
Sound numerical skills and be proficient in the use of MS Word, Excel, PowerPoint and Outlook
Excellent communication skills and a strong client service orientation
Strong commercial bent
Fluent in written and spoken English and Korean

209

Associate Resume Examples & Samples

Establishing relationships and maintaining regular contact with investor relations of China corporates
Creating and presenting marketing documentation for corporate access programs hosted and arranged by Macquarie, e.g. Non deal roadshow proposals
Invite HK China Companies to offshore conferences/non deal roadshows, liasion with the invited companies and offshore event & roadshow coordinators to make sure the process smooth
Maintaining the corporate contact database and create corporate pitching package
Strong Mandarin and English communication skills, including writing and oral
Strong analytical skills and a focus on detail to produce high quality output and relevant commentary to a varied audience
With open personality, with ability to build valuable relationships through commitment to high service standards and the delivery of customer service excellence
An excellent phone manner
Good judgment and the ability to think and problem solve independently
The ability to communicate in a clear, concise and accurate manner and interact with people at various levels, both internally and externally
The ability to multi-task and prioritise a heavy workload to meet deadlines
A strong work ethic and commitment to the success of the team
Superior skills in Excel, PowerPoint and Word
A high level of integrity and be an enthusiastic team player
Minimum with bachelor's degree

210

Associate Resume Examples & Samples

Financial modelling of asset strategies and monitoring of asset performance
Analysis of performance drivers and sensitivities
Implementing asset management initiatives in order to maximise the performance of the properties under management, per Invesco guidelines
Responsible for coordination of all property asset management related matters on assigned properties
Preparation of financial analysis on property level such as cash flow and feasibility studies, ROI analysis (Use of Argus software expected)
Implementation of asset management strategies and agreed business plans
Cooperation and coordinating with third party suppliers such as property managers, accountants and letting agents
Maintenance and support in monitoring of information quality and reliability
Reporting on activities and results. Performance monitoring notably within IPD measurement standards (Yardi software to be used)
Preparing reports for internal use / Power Point presentations / offers/ letters and other documents required on ad-hoc basis
Real Estate experience, ideally private equity fund and asset management, investment or letting transaction experience or valuation role
Excel and PowerPoint expertise (Argus and Yardi proficiency a bonus)
RICS (Royal Institution of Chartered Surveyors) accreditation desirable
Excellent analytical skills and knowledge of Excel
Educated preferably to master degree level, or equivalent qualification in Economics, Real Estate, Maths or a similar numerate subject
English fluency necessary, French or German a bonus
Good communication, interpersonal skills and personal credibility skills including ability to explain and articulate investment performance and strategy, by using appropriate arguments
Effective team working, including remotely across international offices

211

Associate Resume Examples & Samples

Be the primary point of contact for all fund/mandate operational matters
Responsible for updating and maintaining the Fund’s database (driving forward improvements where applicable)
Close contact with Asset Managers, Transaction Managers, Account Management, Fund Accounting, Structured Finance and external parties (e.g. valuers) to collect all necessary information
Provide information to Fund Analysts and support analysis run for the fund/mandate in cooperation with Fund Analysts
Assist the Fund Management Team and Transaction Team with the acquisition and disposition of real estate properties, in particular preparation of specific reports to clients in respect of acquisitions and dispositions
Oversee and provide fund/mandate level information within due diligence processes
Maintain Gantt charts and organizing reporting processes
Responsible for all fund/client reports (monthly, quarterly and annual reports) as well as supporting with ad-hoc requests, RfPs etc. from existing clients and potential clients
Coordinate with the Luxembourg team on all fund and individual property reporting to Banks, dealing with specific bank requests for information
Coordinate with the Luxembourg team on the management of cash, including equity draw-downs, distributions, cash repatriation and liquidity investment with input from Fund Accounting and Structured Finance, to support Fund Management
Support Fund Management in preparation of fund business plans and Fund Strategy Reviews
Professional experience, ideally Real Estate private equity fund
Good interpersonal and communication skills including ability to explain and articulate investment performance and strategy, by using appropriate arguments
Effective team worker including remotely across international offices
Graduate with, ideally, an undergraduate or post graduate property qualification

212

Associate Resume Examples & Samples

Working closely with research teams, equity sales teams and other divisions of Macquarie to coordinate large scale conferences, private meeting scheduling, analyst marketing and non-deal roadshows
Communicating with investor relations and senior management of corporate institutions throughout pre-marketing, execution and feedback stages of corporate events
Assisting with on-site event management, including travelling to other offices to staff conferences and events when required
Fluency in Mandarin and English
The drive to learn and build a career
Prior experience in travel/meeting arrangements and logistics preferred

213

Associate Resume Examples & Samples

Delivering on Card Acquisition/Mortgage/PL/Citibanking targets through telecalling
Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best service standards
Explore cross sell opportunity in every sales through greater product depth
Coordinate and track appointments to closure by partnering with Regional Stakeholders
Adhere to strict control and compliance guidelines and deliver best in class customer engagement
Ability to Influence the customer for entering into a relationship with the bank by identifying the right product
Ensure that KYC/AML and other compliance norms are strictly adhered to
Aggressive and Business Oriented
Execution drive with fulfillment ownership

214

Associate Resume Examples & Samples

Aid portfolio managers in all aspects of the investment sourcing, underwriting and diligence process for primary fund investments and co-investments
Perform ongoing monitoring, analysis and reporting of investments as well as the aggregate portfolio
Work with portfolio managers to optimize Prudentials private equity portfolio
Conduct market, industry and strategy research and be informed about current and developing sector trends as well as support related analytical projects

215

Associate Resume Examples & Samples

Directly manage or assist with project management end-to-end from initiation to go-live
Manage UAT end-to-end; this includes defining test strategy, engaging line of business in testing and general test management
Assist with development of operating models; this includes assessing operating model considerations and documenting flows and touch-points
Develop understanding of Sales/Client MIS systems and flows
Participate in project meetings, document discussions and drive open items to closure
5-7 years project management/business analysis experience in Financial Services industry
Project experience working with technology and business a must
Strong written and verbal communication skills is a must, with the ability to write/convert business requests into final Business Requirements Documents
Bachelor's Degree preferred
Experience with client reporting systems a plus

216

Associate Resume Examples & Samples

Work with IB Coverage, Credit Portfolio Group (CPG), Compliance, Client Credit Bankers, Credit Execs and the Special Credits Group to develop and execute concentration management plans, including loan sales and CDS hedging
Work with marketers and traders to develop credit mitigants and appropriate credit hedging strategies for complex or large derivative transactions
Identify derivatives risk management opportunities for CPG
Understand effect of policy changes on pricing and exposure measurement of new derivatives exposures and explain these changes to marketers and other constituents
Work closely with the business, Quantitative Research and Applications Development to develop tools to handle new types of transactions
3-4 years experience in Credit risk management, derivative marketing/structuring, or market risk management
Strong quantitative skills. Familiar with derivative pricing and credit exposure models
Knowledge of derivative structuring and pricing techniques, and firm’s credit policy
Strong communications skills with ability to interact with derivative businesses, Credit, Market Risk, Legal and Operations
Master’s Degree with Major in Business, Finance, Accounting, Mathematics and/or Economics
Good quantitative skills and knowledge on derivative products and credit risk management tools

217

Associate Resume Examples & Samples

Strong numeracy and analytical skills
Accuracy, attention to detail, good organisation skills
Good communication skills are essential, should be accurate, knowledgeable and professional
Solid knowledge of Microsoft Office, and/or other relevant applications

218

Associate Resume Examples & Samples

Responsible for day-to-day CLS functions to support Senior Management, including managing a team including Analysts, Reviewers and Team Leads
Provide support to other JPMC Lines of Business and act as primary point of escalation to dedicated business lines. Ensure reports meet SLA, understand and address any concerns/delays
Responsible for conducting the annual performance reviews of direct reports, as well as addressing under performance issues
Mentor and coach team members and identify training and professional development opportunities
Maintain staff/LOB metrics & provide analysis/summary reporting to Senior Management
Responsible for meeting team staffing needs, including the hiring and retention of talent
Knowledge of Compliance, Risk, Fraud, KYC/Due Diligence and/or investigations, Research background preferred
Knowledge of AML/KYC/BSA policies including bank systems, applications a plus
Experience with re-engineering operational processes and technology
Strong presence with Business partners; possesses excellent relationship-building and leadership skills
Ability to establish and implement strategic direction for the team
Strong adherence to controls and compliance standards
Possessing strong conflict resolution, problem solving skills & decisiveness
Detailed, well-organized, self-starter and capable of working under minimal supervision
Excellent written and oral communication skills with the ability to summarize and present both team performance reports and case escalations to Senior Management

219

Associate Resume Examples & Samples

Contribute to the development of innovative, accurate, timely, and high quality organizational and workforce solutions and services, typically working on multiple projects with all levels of staff
Assist with training design/development and classroom facilitation, including coordinating logistics and conducting analyses
Coordinate with other members of project teams throughout the company
Interact with federal, state and commercial clients
Bachelor's Degree in Psychology, Business, Public Policy, Education, Instructional Design, or related subjects with a cumulative GPA of 3.0 or higher
4+ years of experience in human capital or organization development
2 years of professional work experience preparing training plans, course materials, briefing materials, or technical reports, as well as handling logistics for trainings, events or meetings
Ability to travel up to 100%
Master’s Degree in Instructional Design, I/O Psychology, Organizational Behavior, Organizational Development, or related subjects
Experience in one or more of the following: Workforce Development, Strategic Planning, Business Process Improvement, Leader Development, Organization Assessment, Organization Design, and Program Evaluation
Experience in designing and developing interactive training for adult learners
Experience with Federal procurement, proposal writing or grant writing
Facilitation skills and public speaking experience
Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude
Ability to work with all levels of internal staff, outside clients, and vendors
Sound business ethics, including the protection of proprietary and confidential information

220

Associate Resume Examples & Samples

Bachelor's Degree in Psychology, Business, Public Policy, Economics, Instructional Design, or related subjects with a cumulative GPA of 3.0 or higher
4 years of experience in human capital or organization development
Master’s Degree in I/O Psychology, Organizational Behavior, Organizational Development, or related subjects
Experience in one or more of the following: Strategic Planning, Business Process Improvement, Leader Development, Organization Assessment, and Organization Design, Program Evaluation

221

Associate Resume Examples & Samples

Strong accounting background; should be able to understand and implement accounting concepts (e.g. being able to understand and model complex transactions)
Good writing skills (good at structuring the report and articulating the key findings); ability to synthesise ideas in clear, logical, and precise written English
The ideal candidate will be highly detail-oriented and will possess strong organisational skills

222

Associate Resume Examples & Samples

Prepare analysis and write-ups for amendments, consents and waivers to existing credit documentation
Monitor accounts to determine liquidity, earnings and performance trends, management capability and other essential information to secure the Bank's position to minimize potential losses
Manage completion of quarterly Risk Reviews and Annual Reviews of project loans
Assist primary Portfolio Manager(s) in analysis and preparation of new deals
Identify potential problem accounts and works to improve the Bank's position in undesirable situations
Support the documentation and closing of credit facilities
Prepare white papers on new initiatives in industry, if necessary
Conduct periodic site visits to assess management, business conditions and build rapport with accounts
Attend bank meetings on a regular basis
Help Investment Bankers/Relationship Managers in structuring transactions
Contribute to other tasks for the team as needed
Bachelor’s Degree in Finance, Business Administration, Economics or related field
Competence in Financial Modeling, as demonstrated by: a) Repetitive modeling b) Strong accounting knowledge c) Unique analysis d) View on optimal capital structure e) Cash flow modeling f) Analysis in support of due diligence g) Knowledge of collateral valuation
The ideal candidate will be a team player -- hard-working, solution-oriented, curious and client-focused. He/she will anticipate the needs of others and seek out opportunities to create value
This person will build a strong reputation with others for honesty, critical thinking, diligence and openness to growth -- willing to be patient to learn from team members and personal experience to grow professionally
Additional technical skills will be required including: Financial Accounting Acumen
Analyzing financial statements
Acquiring knowledge in bank systems such as CWA, MRA Risk Rating and ROE Models Strong data gathering skills
Digging deeper into the meaning of the data gathered Excellent Loan Product Knowledge
Writing succinct, clear communications that use relevant data and facts to support idea
Utilizing proper grammar and spelling
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)

223

Associate Resume Examples & Samples

Fulfill service and sales support requests while building relationships with R&I distribution partners in order to retain and increase the assets invested in TIAA-CREF Asset Management and Nuveen investment solutions. This involves extensive phone-based and email service to retain existing assets and consultative selling to generate new sales
Develop, maintain and communicate knowledge of TIAA-CREF Asset Management’s and Nuveen’s investment expertise and products to influence investor decisions
Partnering with the assigned Director, identify, cultivate and drive relationships with centers of influence
Maximize relationships through creative solutions that utilize TIAA-CREF Asset Management and Nuveen products, education, and services
Working knowledge and understanding of financial markets, products and services, and strong analytic skills
BS/BA degree required
Series 7, 63, required or must be obtained within three months of hire
Ability to develop strong client relationships and an in-depth understanding of client needs
Sound time management skills, plus ability to work independently as well as in a team

224

Associate Resume Examples & Samples

Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Strong understanding of accounting theory, concepts and practice required (Accounting/Finance degree preferred)
Proficient in use of desktop applications – primarily Microsoft Excel and Access
Strong organizational, project management, and analytical skills
Ability to handle multiple projects at the same time and ability to prioritize effectively
Ability to identify potential issues problems and recommend feasible solutions
Motivation and initiative to work independently and as a team player
Comfort with working in a constantly changing environment
Neatness and attention to detail and control of data
Knowledge of banking products
Knowledge of SAP, GLW, and/or the BPC consolidation application a plus

225

Associate Resume Examples & Samples

Support of Relationship Management – the consistent point of contact for RBCCM’s European and European-based North American clients. Support relationship managers in maintaining and building upon RBCCM’s position in the market place, with the goal of being one of our client’s first calls for advice and financial assistance
Assisting our internal partners on the optimal utilisation of lending in connection with RBCCM’s relationship goals and assist / get involved in the marketing/pitching of bank debt and other products
Portfolio Performance – preparation of client business plans, monitoring performance thereof in terms of Client Profitability, Economic Capital returns and absolute revenue targets
Preparation, submission & presentation of ETRs into Group Risk Management, Relationship Lending Committee, Commitments Committee & IOC (as appropriate)
Support the relationship manager as the key point in respect of negotiation, preparation, review & execution of associated credit documentation, as appropriate. Requires liaison with the client, Agent and external/internal legal counsel
Cross Selling and New Revenue Initiatives – support for relationship management to introduce and integrate new clients into RBCCM seeking to identify those clients that offer multiple product selling opportunities or which have potential for large single/lumpy revenue generating transactions. This includes reviewing the possibility to transform single transaction event driven clients into multi product opportunity clients thereafter. Develop relationships with key internal partners including FX, Derivatives, Fixed Income, Equities and M&A teams
The role will involve the monitoring and management of infrastructure and leveraged finance assets to which RBC has provided financing. The individual will monitor the financial performance of the underlying businesses and assess the resulting impact on the ability of the business to meet its obligations under the terms of the financing agreements
Strong presentation & client skills
Strong analytical, technical, written and communication skills
Formal Credit Analysis and/or Debt Product training from top tier global investment bank
Experience in documentation and execution of debt financing transactions including related products e.g. hedging
Candidate will have had experience in dealing with a variety of Capital Markets and Investment Banking teams with exposure to the full product range
Knowledge of financial modelling and a structured approach to risk analysis and rating

226

Associate Resume Examples & Samples

Conference scheduling experience
Creating various MIS reports and maintaining scorecard for the team’s activities (no of roadshows, conferences, trips, client mix etc.)
Understanding of NDRs, reverse roadshows, tour schedules, luncheon arrangements
Invoicing and admin work
Ad-hoc projects and tasks for event logistics
Understand and have personal experience around the functioning of investment banking, equity research and sales
Good communication skills and should be comfortable interacting with internal and external stakeholders. Positive attitude especially with corporates, clients and other staff members
Be able to multi-task and understand the fast-paced, real-time investment banking environment
The ideal candidate will be highly detail-oriented and will possess strong organizational skills. The candidate should also be sound in problem solving and be creative to new process innovations
Good data management and analysis skills
Very proficient in MS Office – especially Excel and PowerPoint

227

Associate Resume Examples & Samples

Provide excellent customer service
Lend support of achieving the highest standard of store appearance
Engage customers in conversation and assist in the understanding, demonstration, description and selection of merchandise
Responsible for meeting individual productivity goals set by Manager

228

Associate Resume Examples & Samples

Good analytical/problem-solving skills
Self-motivated, with a strong desire to learn and work independently
Excellent communication, interpersonal and organizational skills
Familiarity with corporate balance sheets
Ability to coordinate workflows and the diverse groups involved in SRS projects
Superior skills creating compelling presentations

229

Associate Resume Examples & Samples

Equity capital markets, equity and debt capital management and raising
Private equity placements
At least 4-5 years of experience working in an Investment Banking / Corporate finance team
TMET experience preferable otherwise experience in Industrial or infrastructure sector
Detail-orientated and quick thinker who works well under pressure
Have excellent communication skills and the ability to liaise effectively across all levels
Able to lead and provide requisite guidance to junior members
Language skills in Mandarin and/or Bahasa Indonesia preferrable, although not a must

230

Associate Resume Examples & Samples

Key focus upon email marketing in regard to ideation & creation of assets. Trafficking assets for approval, managing QA & timelines, organizing & delivering assets in an efficient manner –and reviewing analytics
Key support & implementation for NA email marketing efforts, SEM, affiliate marketing tactics, Bazaarvoice program, and 3rd party partner marketing programs that drive the NA businesses (US, CA, & Mobile)
Help strategize ways to improve email communications & relevancy by and identifying key areas of opportunity to message key segments and developing new campaigns
Support execution and maintenance of email marketing initiatives
Work with email service provider (CheetahMail) to take advantage of available technology to optimize processes
Help deliver assets of key weekly promotions to each agency (Search, Affiliate, 3rd party) ensuring assets are correct, on time, and execution is flawless
Help manage growth and maintenance of consumer database. Meet monthly new opt-in subscriber goals, track database churn and growth
Create a top-line monthly reports as defined by Ecommerce Director, or as necessary, on performance in each key area of responsibility. Based on findings, continually optimize advertising and promotions spend. Share performance and results with online team members
Set benchmarks, monitor and optimize ongoing programs. Report results vs. forecasts/objectives. Summarize and disseminate key takeaways to Online team & other teams where appropriate
Collaborate & Communicate with all areas of online group (creative, copy, project management, technical, social/digital) and offline cross functional teams in order to execute responsibilities
Support Retailer.com business to learn full scope of NA businesses – via QA support, programming & creating the master data worksheet
Routinely monitor competitor sites, emails and programs
2+ years online marketing professional
Experience with integrated online marketing, promotional and email marketing campaigns
Ability to apply e-commerce and online marketing best practices
Highly detailed-orientated with the ability to handle multiple priorities. Excellent follow-through ability is a must
Excellent organization & communication skills a must
Must have proven track record in driving ecommerce sales, opt-ins and database growth
Needs to be a creative thinker and problem solver, thrive in fast paced environment, prioritize and oversee multiple projects at once, have attention to detail and work well with cross functional teams
Positive, committed attitude. Team Player
College degree required. BA/BS in marketing, computer science or a related discipline preferred
Proficiency in MS Word, Excel, PowerPoint

231

Associate Resume Examples & Samples

Structure ill-defined problems across a variety of industries and issues
Develop and apply relevant conceptual frameworks and analytical approaches
Create new tools and methodologies for engagements
Develop recommendations that can be implemented by the client
Independently structure, write and present persuasive end products
Create strong, trusting relationships with client managers and executives
Identify opportunities to provide additional client value and extend client relationships
Participate in firm development initiatives, e.g., recruiting and intellectual capital development
Possess an MBA from a top-tier business school (preferred) or equivalent degree from a top-tier graduate program
Have 3+ years of relevant work experience: prior consulting experience with Top Tier consulting firm or demonstrated internal consulting role with notable firm, strategic or corporate planning, or brand management
Relevant experience in target industry sectors a plus: Energy, Industrial, High Tech, Healthcare
Exceptional problem solving skills and knowledge
Demonstrated analytical skills with experience/proficiency with analytical tools
Strong communication skills (written, verbal and interpersonal)
Interest in developing strategic solutions and driving them through implementation
Located in or willing to relocate to Chicago immediately

232

Associate Resume Examples & Samples

Conduct and assist in the execution of transactions including those that are new, renewals and amendments for loans, notes, FX and derivatives etc. This role will be responsible for checking documentation, registering / amending customers’ information under relevant systems, making instruction sheets and diarising document control check lists. In addition this role will assist with booking arrangement requests from other branches and subsidiaries and also for those that fall under the ‘asset pledge scheme
Assist with credit risk / operational risk management by producing routine reports, maintaining customers information and collecting public information
Conduct and support on activities such as inspection, business planning, reporting
General administration duties
Other necessary works requested by the Head of Department

233

Associate Resume Examples & Samples

Four-year college or university degree in Accounting/Economics/Mathematics/Statistics, CFA preferred, MBA optional
4 -7 years of industry related experience
Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies
Familiarity with a variety of the field’s concepts, practices and procedures
Strong understanding of broader regulatory and financial concepts
Series 7, 63, and 55 required
Solid account package
Excellent research vote history
Strong quantitative, technology and financial skills
Strong risk management skills, fundamental analysis skills and leadership abilities
Ability to find and communicate ongoing events that affect or that can affect the market
Delivers clear, effective communication and takes responsibility for understanding others
Demonstrated computer skills with the ability to learn new systems and spreadsheets quickly. Proficient in Microsoft Excel, Word and Powerpoint
Ability to prioritize competing responsibilities working in a fast-paced, highly pressured work environment
Need to be personable, aggressive, and able function in a team environment
Must be confident and credible over the phone and in person

234

Associate Resume Examples & Samples

Review periodic regional research management reports for accuracy and completeness
Design and compile customized client data feeds to Citi’s internal management using proprietary Excel data retrieval technology
Manage the expectations of senior management, articulating clearly and concisely when responding to queries
Excellent verbal, comprehension and written communication skills (English)
Proven data manipulation skills
An ability to work with minimal supervision and in a team environment
Strong organizational and interpersonal skills
2 or more years of relevant industry experience

235

Associate Resume Examples & Samples

Work on a number of readership reporting initiatives, key to the department’s success
Provide thought leadership regarding various readership processes, e.g. collect client usage and distribution data from various source systems and load into our reporting platform
Compilation and publication of ad-hoc and regular readership reporting and presentations for internal business groups across Citi, highly visible across the department
Critically evaluate information gathered from multiple sources, reconcile discrepancies and ensure data integrity is maintained throughout the production process
Participate in user acceptance testing for all readership applications prior to system deployments and undertake detailed data validation, with a clear understanding of the business context
Analyze and interpret readership trends. Deliver findings and propose new reporting opportunities that directly impact key initiatives across the department
Act as a point of contact for queries from the department relating to distribution readership
Manage multiple initiatives simultaneously. This is critical, as you will be part of a truly global team with very experienced, yet collegial, stakeholders who will hold you to an exceptionally high standard
The candidate should ideally have 4 years’ experience in Research, Banking or a Management Consulting organization. Prior experience with sell-side or buy-side research in a top tier firm will be useful
Critical thinking, challenging assumptions, initiative, ownership and taking pride in one’s work
Proactive communication, tailored to the target audience
Proven analytical skills – the ability to methodically, systematically and holistically approach a new problem. Demonstrable data manipulation and MS Excel skills are a must. Knowledge of Excel VBA is a plus, and at a minimum the candidate should be familiar with relevant concepts
Demonstrated ability to work with strict attention to detail and evidence of an ability to work under pressure, within tight time-lines
Strong administrative and organizational skills essential

236

Associate Resume Examples & Samples

Sector Coverage: Lead a team of Analysts to cover the Industrials sector and track developments regularly. Provide expertise and insights on this sector, which can be leveraged by bankers for maintaining and initiating new client relationships, and generate high quality reports that highlight emerging trends and suggest possible courses of action
Pitch Support: Prepare pitches under guidance from client bankers by summarizing and synthesizing the relevant information into the standard templates (pitchpro). Review and be responsible for all output to ensure quality, appropriateness and timely completion of requests by Analysts/ Research Assistants
Identify Opportunities: Track a select list of JPMorgan's priority clients and work together with the Vice-Presidents to evaluate potential deal opportunities across the entire range of solutions and services offered by JPMorgan
Financial Modeling: Oversee the maintenance and check the accuracy of the comp models maintained by the team using CompsOne. Review financial models prepared by Analysts and incorporate sensitivity analysis and valuation for the list of IB priority clients tracked by CRG, including the use and interpretation of the appropriate discount rate, market ratios and returns
Service Support: Oversee the content and timely preparation of daily and weekly reports for Client Bankers, Product & Industry bankers, for internal and external use
Compliance: Ensure the highest international ethical standards and regulatory compliance within the team
Communication: Maintain regular value-added contact with client bankers and JRM in the appropriate geography, both proactively and in response to specific requests. Drive stronger integration between the team and bankers
Hiring & Training: Assist with the selection and hiring of Analysts. Take ownership of training modules and conduct sessions, both at a sector and CRG wide level
Mentoring: Mentor Analysts and assist with their career development and training requirements. Coach team members and manage team morale
Assist the Sector Heads & Vice-Presidents with the implementation of other general management tasks
Execute the CAP Sarbanes-Oxley (SOX) program: includes partnering with CAP management to identify significant balances/footnotes and associated controls that require SOX scoping. This position also performs management’s testing
Manage the risk and control self-assessment process for multiple CAP business units globally (US, EMEA and APAC). This includes partnering with CAP to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
Finance majors from top tier business schools, and/or Chartered Accountants with atleast four years experience with a reputed firm. (Experience should be post qualification only)
Good understanding and knowledge of the Chemical and Industrials sector
Excellent research, analytical and business writing skills with keen attention to detail
Motivated and individuals who don't hesitate in thinking out of the box or in taking initiative
Prior experience in team management is desired

237

Associate Resume Examples & Samples

Should be able to take Predictive/Preview & Manual calls
Ensure dialer hygiene are in place like Wrap% , Idle % etc
Accountable for achieving the desired target of Res% /Norm& RB rolled out for the month
Ensure call quality scores to be maintained >80%
Ensure the CPU hit rate to maintain >60%
Co-ordination with CPU COE team for the pickups generated
Communication skills- Candidate must possess strong written and verbal communication skills
System skills – Proficiency in MS –Office(Excel/Word)

238

Associate Resume Examples & Samples

Be in charge of day to day onshore funds management(mostly feeder fund structure)
Invest into underlying offshore funds
Manage risk exposure and liquidity level to minimize tracking error with underlying assets
Communicate and coordinate with delegated managers for delegation products
FX hedging strategy
Generate monthly/quarterly fund manager commentaries
Support to develop team investment process and platforms
University or post graduate degree
Linguistic and numerical skills required
Familiar with onshore fund structure and FX hedging dynamics
Strong computer proficiency (Microsoft Excel, Visual Basic)
Good communicator
Detail-oriented, client-focused, mature and confident
More than 3yrs relevant industry experience
Fluency in Korean and English

239

Associate Resume Examples & Samples

Setup and maintenance of client reports and distribution
Setup and maintenance of different client groups
Setup and maintenance of client custom portfolios, database users, companies and analyst coverage details
Managing permission, entitlements and security rights of the Citi Research users
Monitor market data feeds such as corporate actions and reporting the same to the database team
Provide general support to the members of the database team
Provide general database help desk support to all database users including general user queries and database maintenance
Linking the external clients to the Client Management System (CMS) to generate revenue
Creation of ad hoc and simple reports
Tracking bugs in existing system, testing for new updates, enhancements and any resolution in bug
Produce reliable ADR research reports in a timely manner
Process model requests received for Citi’s clients and send them to the intended recipients in a timely and accurate manner subject to the defined screening criteria
Maintain appropriate documentation with respect to models requested and distributed
Suggest and implement enhancements for model distribution process in order to bring in better efficiency and client servicing
Very strong excel skills e.g. Vlookup, pivot tables, nested cell functions
Strong MS Word skills e.g. document formatting, tables, styles, etc
Internet search abilities e.g. to validate information or investigate a situation
Experience in using Bloomberg, Reuters and similar applications highly advantageous
Interest in, and an understanding of, finance (stock identifiers, financial ratios, company structures)
Ability to communicate to colleagues at different levels
Attention to detail – ability to do some mundane tasks e.g. data entry consistently well
Investigation – ability to highlight inconsistencies outside of the core task and investigate whether they are meaningful
Customer focused — customer service approach
Team player — work effectively with others in cross-functional teams
Innovation – ability to generate and implement quick alternatives to validate work completed prior to publication
Significant interest in well-controlled operations

240

Associate Resume Examples & Samples

Build and maintain key relationships and partnerships across various business finance, operations and technology partners globally
Oversee 300+ data feeds in order to gather, process and publish firm wide client profitability data each month. Ensure SLAs are met
Identify, analyze and resolve data quality and processing issues
Identify, analyze and lead various process improvements on a continual basis
Lead end to end feed on-boarding projects and provide regular status to management
Conduct testing of new functional releases aimed at improving the operations cycle
Data mining skills utilizing various report writers, Oracle developer tools, attaching tables via MS Access, manipulating interfaces through VBA, etc. to retrieve data for analysis
Experience with utilizing SQL, SQL Server, MS Access & MS Power-point in assisting an ongoing need to analyze data
Ability to draw conclusions from data analysis and effectively communicate them to management and project team
9+ years experience (Mix in Operations and/or MIS related fields)
Demonstrated expertise in MS Excel, MS Access, SQL (read and write)
Knowledge of MS Project, Visio, SharePoint, Cognos Reporting product
Familiarity with finance concepts and banking applications
Past experience in Project Management
Excellent People Management experience
Highly motivated, results-oriented, client -focused
Outstanding attention to detail, strong troubleshooting and problem solving abilities
High degree of initiative, self direction, and ability to work independently as well within a team
Ability to communicate and influence convince people / teams at various levels up and down
Proactive, independent and self-managing; Organized, Detail Oriented & Results-driven

241

Associate Resume Examples & Samples

Minimum 4 years of relevant experience within Private Bank, with prior Audit / Compliance / Risk & Control experience is an advantage
Strong understanding of risk and control framework within Wealth Management industry, Banking investments platform and private client needs
Good understanding in risk and control, compliance procedures and policies
Attention to detail. Excellent organization skills and the ability to effectively handle multiple priorities
Excellent knowledge in MS Excel

242

Associate Resume Examples & Samples

1) Monthly Management Reporting
2) Monthly External Stakeholder Reporting
3) Tracking of Operations performance against key Balanced Scorecard metrics
4) Annual Budgeting and Quarterly Forecasting Process and Reporting
5) Forward looking Financial Expense Projections
6) Operations Capacity Management and Reporting
3-5 years of work experience in a financial institution or financial segment of a business
Strategic thinking and influencing skills
Ability to form, execute and disband virtual teams
Integrity and Flexibility

243

Associate Resume Examples & Samples

At least a Bachelor’s degree in a Commerce, Finance or Business discipline
At least 2-5 years’ experience in financial modelling
Proven track record excelling in financial / business modelling as a core strength
Sound business acumen and commercially savvy
Strong logical reasoning and analysis skills
Good communication and client service skills
Experience working in a transaction / M&A environment is preferred
Project finance / PPP experience is a plus
CFA qualification is a plus
Prior consulting / professional services experience is desirable
Relevant sector transaction experience is advantageous

244

Associate Resume Examples & Samples

Responsible for managing a team size of four to five analysts. Lead the team to provide both management and functional oversight enabling team members to be successful in various assignments
Team’s training requirement and resource planning which includes high level process assessment and suggestions for improvement
Maintain/Review cost center segment and AP workflows
5+ years of experience with a similar profile, with people management experience including investment management and/or financial industry experience
Strong skill and experience in data management
Demonstrated ability to communicate within BlackRock, including Finance, both locally and across geographies
Ability to work effectively in a team environment (not only Business Finance team but also across Finance including controllers team and Finance as a whole
Broad knowledge of the asset management industry and investment management
CA and/or MBA or equivalent qualification preferred
Facilitation skills to review processes

245

Associate Resume Examples & Samples

Provides support in the development of materials and presentations
Work with other team members to ensure that project-related activities are tracked
Schedule conference calls, distribute agendas and meeting notes, track action items, and provide key related analysis, materials, and other supporting resources
Providing general project support (updating and tracking budgets and tasks, managing and leading discrete project tasks, etc.)
Supporting training and technical assistance activities
Develops and prepares written training materials, or other deliverables to the client
Master's degree in Public Policy, Government, Economics, Urban Planning or other relevant field
Cumulative GPA of 3.0 or higher
Demonstrated proficiency in MS Office Applications (Word, PowerPoint, Outlook, and Excel)
Excellent verbal, oral, interpersonal and written communication skills
Strong outreach and self-motivation skills
At least three years of work experience is required
Familiarity with meeting technology (e.g. Adobe Connect, GoToMeeting, and WebEx)
Experience providing meeting logistical support and general project support, such as activity tracking, task coordination, and material formatting
Ability to flexible, multi-task, prioritize, and manage multiple projects simultaneously in a fast-paced environment
Ability to work with all levels of internal staff, as well as outside clients and vendors

246

Associate Resume Examples & Samples

Minimum 2 years of credit analysis or financial analysis experience required
Minimum 2 years of experience in a banking or financial services environment required
Bachelor’s degree in Business, Finance or related area preferred
Working knowledge of credit, accounting, credit policy and financial statement analysis
Excellent ability to analyze credits, as well as a detailed knowledge of lending structure and sources and uses of cash
Good verbal and written communication skills to present clear and precise recommendations based upon analysis for action on loans and loan treatments

247

Associate Resume Examples & Samples

National level training resources and technology
Development of leadership and networking skills
Exposure to multiple clients within diverse industries
Mentoring by Managers & Directors
Connecting personal success with CBIZ & MHM success
Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
Participate in client assignments from beginning to end
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Assist with training and mentoring junior associates and interns on tax methodology
Bachelor's degree required; Master’s degree in Accounting, Taxation or related field preferred
CPA eligible; desire to obtain certification is required
Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
Must be able to travel based on client and business needs

248

Associate Resume Examples & Samples

A genuine interest in the assignments and the topics handled in the team
Capability to independently handle assignments
Flexibility and availability to manage high volumes of work and tight deadlines
Ability to generate ideas and develop them into captivating professional documents in a short time
Enjoy creative writing skills in line with the organization's writing style and guidelines
Willingness to learn, take criticism, mend and work on tight schedule
Prepared to stretch out one’s potential to give the best output to promote the interest of the team and the organization
Attention to detail and a critical eye to spot errors and correct them is desirable
Content development
Content editing
Content review
Proofreading
Copywriting
Document sanitization
Business news reporting
Communication and co-ordination across geographies

249

Associate Resume Examples & Samples

Establish professional, yet personalized rapport with customer upon contact; by phone or in person
Answer all questions, providing detailed information, and establishing trust with the customer to close of sale
Describing and promoting product in line with customer's express needs as well as promoting purchase of related products
Stocks shelves, counters, or tables with merchandise
Promote extended warranty/maintenance agreements, parts and accessories purchase
Previous retail sales experience - required
Commitment to exceptional customer service

250

Associate Resume Examples & Samples

Perform in-depth analysis on individual companies and the industry, with a focus on financial modeling
Prepare written reports around company-specific topics and industry themes, earnings results, presentations and recommendations to clients
Participate in company management interviews and communication to develop and maintain sources of information in preparation of analyses
Develop industry contacts and proprietary data sources
Answer inquiries and communicate with sales and clients regarding stocks and the industry
Support the team in planning and executing a cross border real estate conference and other client events
Successful candidates require a high level of curiosity, strong work ethic and motivation. Further, we are seeking
Strong interpersonal and oral communication skills
Solid company valuation and accounting knowledge
Superior financial modeling skills and an attention to detail (deep knowledge of excel)
Strong written communication skills (writing samples may be required)
Academic excellence, a bachelor’s degree (Finance or Accounting degree a plus but not necessary), and/or an MBA or CFA/CPA designation
Desired work experience (2 - 5 years) includes equity research, management consulting, accounting and/or banking
Series 7, 63, 86 & 87 licenses a plus, but not required upon hire

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Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

Associate Resume Examples & Samples

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