Coverage Analyst Resume Samples

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A Dach

Anderson

Dach

4086 Leann Port

Philadelphia

+1 (555) 172 0964

4086 Leann Port

Philadelphia

Phone

p +1 (555) 172 0964

Experience Experience

Boston, MA

Coverage Analyst

Boston, MA

Torp-Nikolaus

Boston, MA

Coverage Analyst

Provide a technical expertise to ease strenuous client management processes
Supporting the coverage team (Senior Relationship Managers)
Perform Economic and Financial analysis on Key clients and prospects
Successful candidates exemplify a strong commitment to integrity, professionalism and teamwork
Analyze revenues and business activity, ensure figures consistency and identify areas for improvement
Monitor Market trends and track client performance
Conduct wallet sizing studies and suggest new indictors to monitor client performance and prepare the documents for strategic business plan per client

Chicago, IL

Analyst, Multinationals Coverage

Chicago, IL

Hartmann LLC

Chicago, IL

Analyst, Multinationals Coverage

Liaise with members of the client service team, ensuring a co-ordinated approach to enhancing the client relationship
Monitor income generation and effectively manage the financial reporting and analysis for the client portfolio
Develop and maintain individual client plans
Provide general support to the Global Relationship Bankers in servicing client relationships and enhancing income generation
Prepare briefing notes for the Global Relationship Banker in advance of key client meetings
Act as main point of contact for clients and internal colleagues, and effectively manage inquiries, in absence of Global Relationship Banker
Establish strong relationships with key individuals in client’s management team

present

Philadelphia, PA

Analyst, Country Coverage, Macquarie Capital

Philadelphia, PA

Beier, Bailey and Huel

present

Philadelphia, PA

Analyst, Country Coverage, Macquarie Capital

present

Be regarded as an outstanding performer amongst your clients and peers
Management of due diligence advisers
Client interaction for ongoing mandates and new business development
Be a team player
Financial modelling
Preparation of transaction marketing materials
Transaction structuring

Education Education

Bachelor’s Degree in Finance

The Ohio State University

Bachelor’s Degree in Finance

Skills Skills

Successful candidates exemplify a strong commitment to integrity, professionalism and teamwork
Strong quantitative, numerical and analytical skills
Knowledge in investment and commercial banking product and in Finance
Excellent communication skills and high self motivation
Adaptability, curiosity
High energy
Creative problem solving abilities
Flexibility, capacity for analysis
Leadership potential is imperative, along with a demonstrated interest in finance
Familiarity with excel

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13 Coverage Analyst resume templates

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IMD, PWM, Markets Coverage Group, Analyst Resume Examples & Samples

Serve as primary contact to the team's clients for all account and trade servicing related issues
Serve as resource to multiple representatives in supporting client relationships for the team
Process and reconcile daily trading
Manage the ongoing processing of all transactions and ad hoc requests
Serve as key liaison to other areas supporting PWM clients including: operations, performance and compliance, including cross divisional operational groups
Participate in group projects to improve quality and efficiency within the client services team
Ability to work in a fast-paced environment and think clearly under pressure
Knowledge of Windows technology (Outlook, Excel and Word)

Client Coverage Analyst Resume Examples & Samples

Interface regularly with investment bankers, financial advisors, clients and firm management to develop cross-organizational business opportunities
Speak knowledgeably about the firm’s capabilities and service offerings
Track the progress of opportunities
Maintain various databases, tracking and cross-organizational revenue reporting tools
Create and manage educational, marketing and other presentation materials
Bachelor's degree with strong record of academic performance
1+ years of experience in Investment Banking or other relevant experience
Understanding of Investment Banking and general Wealth Management functions
Strong problem solving, project management and organizational skills required
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executives, managers, peers and clients/prospects
Ability to proactively initiate, develop, and maintain effective working relationships with team members and facilitate effective team interaction
Series 79 or 7 certified or ability to complete within 60 days of hire

TPF Test Coverage Analyst Resume Examples & Samples

High School Diploma or equivalent; may hold 2 year post-high school Degree (technical field); may hold Bachelor's degree
May hold entry level certification(s) in field of work
Able to demonstrate broad knowledge of corporate policies, products/service portfolio, markets and processes
In-depth knowledge of administration or technical practices in relevant areas, plus application of basic theory
Able to apply advanced knowledge to assist in the operation of one or more aspects of a technology area/customer group
Ability to resolve or assist in the resolution of complex Customer problems
Able to apply knowledge of high availability system environments, if applicable
Able to apply skills in project management, analysis, scheduling and controlling
Able to demonstrate good oral, written, and telephone communication skills
Ability to build and maintain relationships with customers, peers, and support partners
Able to understand Customer system environments with associated business needs
Ability to work in a team environment, which may be local, global, virtual, or multifunctional
Demonstrate good teamwork with peers

Gcm-ecm Coverage Analyst Resume Examples & Samples

Providing support on marketing and execution of various types of offerings such as IPOs, capital increases and sell downs of shares
Liaising with equity sales, research and trading to discuss sector and stock specific trends and investor feedback
Frequent interaction with our investment banking coverage and public equity teams
Creating and interpreting financial models
Attending team discussions and client meetings, where you may be asked to deliver parts of a presentation
Top class undergraduate degree or equivalent from a leading university
Prior Equity Capital Markets experience from a leading investment is essential
Fluency in English a must plus a second European language would be beneficial. French is preferred but not essential
Strong quantitative / analytical and modelling skills
Prior experience executing Equity transactions would be beneficial
A positive, highly motivated individual who exhibits strong leadership and management qualities
The salary for this role is competitive

CIB Experienced Coverage Analyst Fig-analyst Resume Examples & Samples

Participate in building the business over the long term by developing individual expertise in an appropriate industry and contributing to enhancing the J.P. Morgan franchise
Undergraduate degree from a leading university
Ability to comfortably interact with clients in a professional and mature manner

Analyst, Country Coverage, Macquarie Capital Resume Examples & Samples

Commercial and financial due diligence
Preparation of transaction marketing materials
Lender/investor dialogue
Transaction documentation (including financing); and
Client interaction for ongoing mandates and new business development
Have 1-3 years of experience in Corporate Finance and/or M&A at a recognized Investment Bank
Possess strong leadership, deal execution and client management skills and experience
Enjoy and be effective at developing and nurturing client relationships at the appropriate level
Be regarded as an outstanding performer amongst your clients and peers
Be ambitious, motivated and have the drive to succeed

CIB Market Risk Coverage Equities Analyst Resume Examples & Samples

Independent ongoing identification, monitoring and control of business unit market risk
Performance of stress testing and qualitative risk assessments
Conduct ad-hoc and regular risk analysis as well deep dives into various risk themes, and communicate findings
Work on the Firmwide Stress Initiative process’s and regulatory risk reporting requirements including VAR
Strong academically; Exposure to calculus, statistics and probability will be a distinct advantage
Understanding of the principles of IT and systems
Lateral thinker, tenacious, commitment to getting things done and detail focused
Ability to form constructive professional relationships with a wide variety of colleagues especially on the trading floor and control groups

Cib-coverage & Client Mi-senior Analyst Resume Examples & Samples

Supports the development of an environment where people management and development is the number one priority. Coaches direct reports and others in the organisation, as appropriate
Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution
Acts as a role model for new employees, providing help and support to facilitate early integration and assimilation of their new environment
Supports tough people decisions to ensure people performance is aligned with organisation imperatives and needs. Addresses individual performance issues, where necessary, to drive for high performance

Risk Analyst to the Market Coverage Team Resume Examples & Samples

Assessment of key risk measures including VaR and sensitivities to ensure accuracy and reasonableness
Development of new reports for use both internally within MRD and reporting to various Committees
Review and consolidation of existing reports
Review of benchmarks used in risk calculations
Limit monitoring, analysis and reporting
Ensuring adherence to market risk controls
Suitable candidates will have an excellent academic background, including a degree in a quantitative discipline, such as economics, finance, statistics/mathematics, sciences or engineering
Candidates will be expected to show good judgment of risks and an understanding of risk areas covered, in particular Fixed Income and Equities, including markets, models and products
Strong IT skills are required to facilitate data analysis, including VBA, SQL and macros
The role involves working closely with several other areas including IT, Risk Infrastructure, Model Risk and therefore the candidate must be able to develop strong working relationships and be able to communicate clearly, both in writing and verbally

Coverage Analyst Resume Examples & Samples

Responsible for reading and analyzing carrier and standard forms and endorsements
Complete checklists for each form and endorsement analyzed; this identifies what is covered and what is excluded
Write an analysis of various wordings, providing examples where such examples will provide additional knowledge to the reader; such as how the wording might affect potential coverage in different scenarios, or in response to contractual insurance requirements
Where wording is either deficient, does not meet Willis Towers Watson minimum requirements, or can otherwise be improved, provide guidance in accordance with Casualty Practice wording guidelines and requirements; this instructs or guides individual brokers how to handle various wording situations during the broking process
At least 10 years of experience in a technical capacity working with Casualty lines of business, including interpretation of wording
Prior experience as a technical resource for a large group of people, or formal publications
Working knowledge of multiple carrier forms
CPCU or other professional designations preferred but not essential
Ability to articulate complex insurance coverage to others and provide guidance to improve wording
Strong organization and time management skills
Strong attention to detail and the ability to think critically for long periods of time

Coverage Analyst Resume Examples & Samples

Taking an active and productive role in live projects and developing an understanding of our clients’ businesses
Prepare complex financial analyses and models
Conduct due diligence investigations
Support the preparation of detailed memoranda and presentations describing the key attributes of client companies
Support the preparation of internal approval documentation, including credit, business selection, and KYC processes
Research potential buyers/investors
Participate in various marketing and recruiting activities of the firm
Strong quantitative, numerical and analytical skills
Creative problem solving abilities
High energy
Excellent communication skills and high self motivation
Working directly with senior bankers, the analyst must have the maturity and presence to represent the firm and group before management teams, internal committees and other deal professionals
Candidate must have a minimum of 1-2 years of investment banking experience
Leadership potential is imperative, along with a demonstrated interest in finance
Successful candidates exemplify a strong commitment to integrity, professionalism and teamwork

CIB Market Risk Coverage Equities Analyst Resume Examples & Samples

Regular dialogue with the trading businesses with respect to risk appetite, risk limits and individual large and complex transactions
Reviewing and understanding the “Volcker Metrics” for each desk within the LOB, including
1+ years work experience in financial services
Knowledge of JPM Market Risk and or Trade Capture/Processing systems, (primarily MARRS), is advantageous
Understanding and interest in the regulatory rules and landscape as they are released and synthesize key takeaways for market risk
Strong judgment and excellent verbal and written communications skills
Strong organizational skills with ability to implement and maintain control and reporting framework
Ability to prioritize, multi-task, work well under pressure with commitment to deliver under tight deadlines
Strong Excel skills. Access knowledge a plus

FIG Coverage Analyst Resume Examples & Samples

Knowledge of HSBC’s policies and procedures around Financial Crime Risk, Risk Management and Operational Risk
The role requires daily use of firm-specific proprietary systems (revenue tracking, compliance, KYC, etc) and requires managing the workload around credit and financial crime risk between the coverage team and the client management team
Solid understanding of HSBC’s product spectrum in the US and offshore as this role is responsible to collect product knowledge, build pitch books and coordinate with offshore colleagues in other countries
In this role the individual is responsible for the reporting and verification of revenue data, risk weighted asset calculation and client profitability
This requires working with teams in the US and Asia. Existing contacts and relationships as well to the US or Asia is very helpful
A generalist Investment Banking/Corporate Finance background. The ideal candidate will have at least 2 strong internships in Finance and/or 1-2 years of post-university experience in a Financial Services setting
Ideally knowledge of the Financial Institutions sector
A strong understanding of the financial markets
Exceptional academic credentials

Medicare Coverage Analyst Resume Examples & Samples

Conducts coverage analysis for all proposed clinical research studies to be conducted within DaVita to determine clinical study billing eligibility under the MCA rules
Review study protocols, sponsor agreements, informed consent forms and related documents as needed Analyze Medicare benefit policies, coverage determinations, and medical practice guidelines related to study specific interventions and routine care
Provides clear documentation of analysis with determination decisions and supporting conclusions to include the compliant and accurate categorization of all services, items, costs and expenses applicable to the clinical research trial for each study
Works with budgets and client services teams to communicate MCA status for accurate budget preparation of study tasks for billing purposes to include the correct and appropriate [Serves as a resource to DCR teammates engaged in the preparation, review, negotiation, and management of research project budgets. Teammate will answer questions, review budget line items (as necessary) and assist with validating that all administrative costs and patient care expenses applicable to the clinical research trial are adequately documented in a research project’s financial plan]
Works with the Clinical Study Billing team, Billing Department and the Finance Department and Finance for DMG) to ensure accurate claims processing to include accurate clinical trial number and modifiers on study related services
Works with DaVita ROPS teams to review held billing claims for proper processing and documentation prior to submission to Medicare
Works with Compliance and DaVita ROPS when conducting MCA audits for accuracy and completeness
Collaborate with the PI and the PI’s facility-based research team to finalize the MCA and designate funding sources for all items, services, costs and expenses
Trains research study personnel in billing compliance and research billing operations associated with clinical research
Assist DCR with the review, development and implementation of institutional policies and procedures to assist compliance with federal, state and local laws and regulations related to clinical trial billing
Provides direct supervision and work direction for department teammates
BS/BA required
Minimum three (3) years of Medicare Coverage Analysis or clinical trial billing experience
Ability to manage multiple projects, meet deadlines, and adjust priorities appropriately in an evolving work environment with shifting time frames; self-starter with high degree of initiative, urgency, and follow through
Innovative, analytical thinker with demonstrated ability to perform analysis, prepare and implement processes
Travel required, less than 10%
Maintain confidential information and/or issues using discretion and judgment

Coverage Investigation Unit Analyst Resume Examples & Samples

Providing world class customer service
Resolving coverage issues compassionately in a way that is fast, fair, and easy
Providing internal and external customers with a timely resolution, clear explanation, and addressing questions and concerns which may not be specific to your role
Making payment and closing Express owned claims when the opportunity exists in an effort to positively impact cycle time and the Net Satisfaction Survey country-wide
Communicating with multiple parties for the purpose of investigating coverage issues including agents, MCO partners, and customers
Providing customers with a timely resolution, clear explanation, and addressing questions and concerns which may not be specific to your role
Documenting claim files with facts and your decision making process in a manner that is easy for non-CIU performers to understand
Handling coverage issues for the entire country
Learning auto coverage to an expert degree
Passion for customer service
1 year claims handling experience
Four year degree preferred
Ability to use the internet, Microsoft office, and navigate between multiple applications
Flexible schedule and availability to work some holidays

Ibcm, FIG DCM, Analyst, Netherlands Coverage Resume Examples & Samples

The successful candidate will be expected to support the senior team members in the origination and execution work
Work closely with the syndicate desk to develop regular market and pricing updates to clients
Provide the analytical support to generate tailored funding and capital solutions
A key focus will be analytical work on the liability and capital structures of these FIG accounts to come up with targeted solutions tailored to the rapidly evolving regulatory environment with respect to secured funding, bank capital and liquidity
Role will include designing and delivering targeted pitch books, supporting the senior bankers’ efforts to win new business, and providing regular market analysis
The position will also entail developing a detailed understanding of the covered bond product, it’s regulatory treatment and the underlying legal/structural features used across jurisdictions
You will be taking direct ownership for producing presentation materials and preparing regular market updates for clients
You will be able to grow into client coverage by getting involved in driving vanilla funding projects and by attending senior client meetings on the more strategic capital and funding projects
Due to the nature of the business you will need to keep colleagues informed of developments and be able to work collaboratively and cross divisionally between IBCM FIG and Global Markets
Solid technical skill set and background
Ability to absorb dynamic and complex general, product and institution specific developments that are driving individual banks capital and funding needs
Awareness of specifics of clients, sector, products, markets and complex regulatory developments
Able to produce technically excellent written materials – client pitches and analysis, credit committee, investment banking committee memos
Able to use technical skills and knowledge to solve problems and derive 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 collaboratively and cross divisionally
An undergraduate degree in Business or Finance (or related discipline) from a recognised University or equivalent

Coverage Analyst Resume Examples & Samples

Data monitoring & reporting
Produce performance and profitability dashboards
Produce benchmark analysis (gap analysis and opportunities)
Conduct wallet sizing studies and suggest new indictors to monitor client performance and prepare the documents for strategic business plan per client
Analyze revenues and business activity, ensure figures consistency and identify areas for improvement
Provide a technical expertise to ease strenuous client management processes
Promote new axis of data analysis
Supporting the coverage team (Senior Relationship Managers)
Perform Economic and Financial analysis on Key clients and prospects
Conduct industry research including: peers analysis, sector/country studies
Prepare presentation and marketing materials for use in client meetings and transaction execution,
Conduct internal reviews (Account review and Shared Goals reviews) and follow up action plan per client/portfolio: analyze business potential and cross selling opportunities, participate to interviews with salespeople to identify the opportunities/gaps
Monitor Market trends and track client performance

Analyst, Multinationals Coverage Resume Examples & Samples

Provide general support to the Global Relationship Bankers in servicing client relationships and enhancing income generation
Prepare briefing notes for the Global Relationship Banker in advance of key client meetings
Act as main point of contact for clients and internal colleagues, and effectively manage inquiries, in absence of Global Relationship Banker
Establish strong relationships with key individuals in client’s management team
Strong business development skills
Ability to provide marketing support to Global Relationship Bankers
Ability to provide good credit analysis support to Global Relationship Bankers
Strong/Advanced pc skills (excel, powerpoint etc)
Understanding of risk management and credit mitigants
Knowledge of HSBC Group structures a plus
Collaborate with others across Global Banking to achieve the overall goal of Global Banking and specifically the Coverage Model
Uphold the highest level of integrity and act as a role model for all HSBC values and business principles
Share information, knowledge and ideas with the team
Demonstrate a commitment to excellence and perform to the highest standards
Take an active role in initiatives outside of own role; proactively seeking different assignments to accelerate learning
FINRA Licensing series 63 and 79 are required. On an exception basis, a 90 day contingency period can be offered to obtain licensing, strictly at the manager’s discretion

Cib-risk-market Risk Coverage Analyst Resume Examples & Samples

Analysis of aggregated risks and tail risk exposure
Facilitation of efficient risk-return decisions
Participate to the review of new transactions/products
Enforce Market Risk limits, in particular monitor utilization vs stress vs risks not captured in VaR, review inter-limits consistency (within the same Business and across LoBs)
Work with the VaR methodology team on changes (for instance, new calculators), analysis, investigation, documentation. Also, highlight best/worst VaR days and VaR/Stressed-VaR drivers
Analyse stress scenarios, in particular highlight tail risks within the firm-wide stress framework as well as ad-hoc. In depth analysis of existing pricing framework in stress
Track current market environment against core risks, to ensure P&L surprises are avoided
Work with the Front Office, Quantitative Research, Model Review Group, Finance, Middle Office and Valuation Control on all risk management issues
Strong analytical & quantitative skills with focus on risk management
Market Risk or other risk management experience preferred
Knowledge of financial products preferred; understanding of the markets and macro-environment encouraged
Ability to multi-task, and work well under pressure with commitment to deliver under tight deadlines
Inquisitive nature and attention to detail
Clear oral and written communication in English is required
Strong proficiency in Excel is required, knowledge of VBA/another programming language is preferred
Ability to analyze large datasets/automating routine tasks if needed
Experience working with MaRRS and Athena a plus
Bachelor's degree required, ideally equivalent to a 2:1 result

Coverage Analyst M / F-vie Genève Resume Examples & Samples

Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure advice, treasury services, and derivatives
Conduct internal reviews and follow up action plan per client/portfolio: analyze business potential and cross selling opportunities, participate to interviews with salespeople to identify the opportunities/gaps
Understand the impact of new regulation, market evolution on Financial Institutions clients and SG offer (Basel III, Slovency II, EMIR and MIFID)
The Coverage and Investment Banking division of SG CIB, by working closely with Bankers and Analysts in the FIG universe and all sales involved on Swiss Financial Institutions
Financial Markets products (Fixed Income & Currencies, Equity, Commodities and Cross assets Structured products)
Support Teams processes and issues (Risk, Compliance, KYC, On Boarding)
The Swiss market
European Financial regulation

Analyst, Capital Goods Banking Coverage Resume Examples & Samples

Knowledge of the spectrum of Global Banking & Markets products and services
Ability to establish rapport with members of client’s management team
Good level of financial analysis ability
FINRA Series 63 and 79 licenses required. A 90 day contingency period to obtain licensing can be provided at manager’s discretion
Knowledge of HSBC Group systems and global banking processes is a plus

Coverage Analyst Resume Examples & Samples

BA/BS with a major in a science or health related field and a minimum of three years of experience in clinical research, clinical research operations, or medical billing, and/or an equivalent combination of education and experience
Knowledge of regulatory, financial and administrative requirements of billing for clinical trials
Strong and effective communication skills, both written and verbal. Excellent interpersonal skills
Proven ability to work independently and quickly with self-motivation and good judgment. Ability to handle multiple projects and tasks simultaneously
Ability to handle multiple projects simultaneously, and ability to work in a deadline-driven environment
Advanced skills in using software applications such as Microsoft Excel, Microsoft Word, Microsoft PowerPoint, database applications, and internet search engines. Ability to learn new systems with ease
Ability to rapidly research online resources for information supporting proposals
Ability to quickly read and comprehend large amounts of electronic text comprised of scientific, medical, and legal language
Familiarity with Medicare benefits
Knowledge of UCSF fund management policies and procedures related to clinical research budgeting
Proficiency with OnCore
Education/training in medical billing and CPT coding

Lead Coverage Analyst Resume Examples & Samples

Bachelor's degree in related area and five to ten years relevant experience and / or equivalent experience / training
A minimum of four years of experience in clinical research, clinical research administration, or medical billing
Advanced knowledge of quantitative and qualitative research design; scientific research concepts and terminology
Advanced knowledge and ability to apply all relevant Federal, state, and university regulations policies, and federal guidance documents
Advanced skills in using software applications such as Microsoft Excel, Microsoft Word, Microsoft PowerPoint, database applications, and internet search engines
Demonstrated self-discipline and independent judgment completing highly complex, broadly defined assignments
Demonstrated knowledge of the regulatory policies governing the conduct of clinical research, including familiarity with clinical trial documents such as protocols and informed consents
Demonstrated knowledge of regulatory, financial and administrative requirements of third party billing for clinical trials
Ability to effectively collaborate with multiple departments and demonstrated ability to work in a team environment, particularly using electronic resources and communication
Ability to provide quality customer service. Ability to interface with various levels of faculty, staff, departments, and external collaborators and business entities
Knowledge of UCSF fund management policies and procedures related to clinical research coverage analysis and budgeting
Proficiency with OnCore or similar Clinical Trials Management System
Experience in an Academic Medical Center environment