Financial Institutions Group Resume Samples

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R Altenwerth

Rudolph

Altenwerth

385 Quincy Stravenue

Houston

+1 (555) 738 0504

385 Quincy Stravenue

Houston

Phone

p +1 (555) 738 0504

Experience Experience

Houston, TX

Financial Institutions Group

Houston, TX

Powlowski-Glover

Houston, TX

Financial Institutions Group

Build, develop and sustain close working relationships across the entire FIG business and with key BlackRock business partners and senior management of FIG
Working with senior coverage officers to develop innovative solutions for client companies
Support the FIG COO team in providing analytical and business management support to this growing, fast-paced and demanding business
Solid work ethic
Building a network of colleagues both inside CS and outside that will strengthen your career throughout your professional life
Helping management teams craft the storyline to position their companies for sale
Interface with key business partners in Finance, Human Resources, Technology, Internal Audit and other groups to drive the FIG and firm-wide business agenda and improve connectivity and results across all functions

Houston, TX

Analyst, Financial Institutions Group

Houston, TX

Mann, Medhurst and Mohr

Houston, TX

Analyst, Financial Institutions Group

Provide marketing support to senior relationship managers in servicing client relationships and enhancing income generation
Ownership of the income forecasting & tracking framework (HORIS) and client development tool (ClientVision) for the Bank Sector Coverage Banking team
In all capacities Analysts will work closely with peers and colleagues across the bank (New York and Globally); to ensure the Banks team delivers on its message of International/Global connectivity and service to our clients
Establish strong relationships with key individuals in client’s management team
Monitor income generation and effectively manage the financial reporting and analysis for the client portfolio
Develop and maintain individual client plans
Liaise with members of the client service team, ensuring a coordinated approach to enhancing the client relationship

present

Philadelphia, PA

Financial Institutions Group Associate

Philadelphia, PA

Franecki LLC

present

Philadelphia, PA

Financial Institutions Group Associate

present

Coordinating day-to-day delivery of BlackRock's asset management and associated services, including
Developing oversight and training responsibilities for analysts on their accounts
Developing knowledge of BlackRock products and services
Supporting new business and product development, including
Developing expertise in our client’s industry dynamics and trend as well as their specific positioning
Supporting account plan development and execution for current clients to expand relationships
Cultivating an awareness of client specific investment and operational priorities and sensitivities

Education Education

Bachelor’s Degree in Responsibility

Temple University

Bachelor’s Degree in Responsibility

Skills Skills

Excellent communication skills and a strong ability to manage expectations clearly and timely
Highly motivated self-starter, autonomous, with strong ability to multi-task
Comfortable and capable interacting with senior management
Highly professional and organized individual committed to excellence and collaboration in a small tight team
Strong analytical, organizational, planning and time management skills; ability to multi-task and manage multiple deadlines in a challenging environment
Strong orientation towards detail, accuracy, process and timeliness
Knowledge or familiarity with business Finance concepts
Highly competent technically in regard to standard MS Office suite and use of analytical tools (Business Objects, CRM systems) to support business and data analysis
Strong background in project management
Ability to operate and communicate effectively – both internally and with clients

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IBD, Financial Institutions Group Resume Examples & Samples

Evaluating risk factors and negotiating transactions on behalf of clients
Overseeing and performing comprehensive financial and mathematical modeling and analysis
Demonstrated ability to work in a time sensitive environment

Financial Institutions Group Resume Examples & Samples

An undergraduate degree in finance, accounting, or a field that demonstrates quantitative abilities
Two to four years of work experience, investment banking experience a significant positive
Knowledge of bank financial statements
Ability to effectively manage multiple simultaneous project deadlines

VP Financial Institutions Group Resume Examples & Samples

MBA or undergraduate business degree preferable
At least 3 years of Associate M&A investment banking experience required. FIG sector is preferable
Top academic performer who is comfortable in an unstructured environment which values initiative, creativity, maturity, and poise

Financial Institutions Group Resume Examples & Samples

Provides administrative support in a complex team environment to a senior group or Executive
Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
Responds and follows up on client requests
Prefer 3+ years of experience

Ibd, Financial Institutions Group, Associate Resume Examples & Samples

Building complex models that help companies understand how they are valued by the market
Helping management teams craft the storyline to position their companies for sale
Traveling with clients on road shows and with senior bankers on site visits
Building a network of colleagues both inside CS and outside that will strengthen your career throughout your professional life
Demonstrated academic achievement, specifically in finance and accounting
Solid interest in the financial sector

Financial Institutions Group Resume Examples & Samples

Bachelor’s degree in a financial discipline
Minimum 2 years’ investment banking or equivalent experience
History of outstanding academic and professional achievement
Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions
Native Mandarin Chinese fluency desired
Previous FIG sector experience preferred

Financial Institutions Group Resume Examples & Samples

Working with senior coverage officers to develop innovative solutions for client companies
Following an industry to learn the key drivers and trends that influence companies’ decisions
Excellent PC skills with advanced knowledge of Excel, Word and PowerPoint

Maccap Financial Institutions Group Resume Examples & Samples

Diary management including arranging both internal and external meetings
Regular interaction with offshore assistants including coordinating regular conference calls with international offices
Extensive booking of business travel and accommodation, visas, meeting rooms, conference calls, restaurants etc
Update executive contacts in both Outlook and Macquarie's client management system (macRM)
Enter client meetings and meeting notes (where appropriate) into macRM
Compilation of team Amexs, out-of-pocket expenses and invoices
Demonstrate a proactive approach with the ability to fully understand the nature of the business and priorities within the team
Extremely organised, flexible, excellent attention to detail and follow-through
The ability to work well under pressure, manage workload and deadlines effectively
Be resourceful and have the ability to work independently as well as within a team
Thrive in a dynamic business where accuracy, hard work and flexibility are imperative
Have excellent verbal and written communication skills
The ability to exercise appropriate judgment and discretion, especially when handling confidential information
Ability to work with various personality types

IBD, Financial Institutions Group Associate Resume Examples & Samples

Manage execution of merger & acquisition and capital markets transaction, and lead day-to-day project management together with clients and other working parties, such as lawyers and accountants
Lead business, financial and strategic analysis and deliver key messages
Craft strategic rationale and equity story for deals
Assist Officers to cover and work closely with FIG clients
Evaluate Analysts’ work, and provide training, mentorship and guidance to Analysts
Strong academic background with a track record of success
Fluency in English and Mandarin is essential
Previous IBD experience with a demonstrated background in deal/transaction support is required
Previous work experience in financial institutions such as banks or insurance companies a plus
Strong analytical and modeling skills with sound knowledge of accounting
Commitment to excellence and delivery of highest quality work products
Strong team player equipped with profound interpersonal skills and attention to details
Demonstrate best in class professional integrity
Proactive, positive, self-motivated and goal oriented

VP, Financial Institutions Group Resume Examples & Samples

Work with clients and team members to coordinate the origination and execution of activities across the spectrum of Global Banking & Markets products/services
Build the Global Banking franchise value/reputation in the market
Develop ‘Trusted Advisor’ relationship and access at key decision maker level for assigned clients
Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment
Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & returns on risk for individual relationships and across the portfolio of accounts
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the Global Banking business
Strong knowledge of HSBC Group and products, and a strong network of contacts across all business areas
Strong understanding of risk management and risk mitigation
In depth industry knowledge
Ability to gain substantial business across a full range of products
Proven track record of building & developing long term relationships including at key decision maker level for all clients
Ability to proactively develop and originate client solutions
FINRA Series 79, 63, 7 licenses required. Contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers

Associate, Financial Institutions Group Resume Examples & Samples

Experience of working in a team environment and collaborating across multiple internal teams
Strong client communication and marketing skills
Demonstrated commitment to excellence
Knowledge of AML/ Compliance risks relating to SCC/ High Risk clients
Experience with ISDA Negotiations or other legal agreements
Ability to navigate across a large, global structure

Analyst, Financial Institutions Group Resume Examples & Samples

Responsible (in conjunction with colleagues) for the timely completion and production of the Bank team’s presentations (PowerPoint) & marketing materials
Oversight of onshore & offshore Credit Analytics processes as well as acting as liaison between the Front Office (Banking & Markets) and local Credit Risk Management teams (as required)
Ownership of the income forecasting & tracking framework (HORIS) and client development tool (ClientVision) for the Bank Sector Coverage Banking team
Analytics & research in support of idea generation for Senior Coverage Bankers on the team; including proactive coverage of emerging opportunities and threats
Act as primary person on the desk responsible for representing the Bank Sector Coverage Banking team on any KYC and or AML due diligence action points
In all capacities Analysts will work closely with peers and colleagues across the bank (New York and Globally); to ensure the Banks team delivers on its message of International/Global connectivity and service to our clients
A generalist Investment Banking/Corporate Finance background
FINRA Series 79, 63 licenses required. Contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers

Sector Head, Financial Institutions Group Resume Examples & Samples

Responsible for delivery of the entire Banking Middle Office and Client Management Services proposition on behalf of the FIG business. Own and manage the interface to business sector stakeholders and relevant Global Market sales & product teams. -Lead a direct team of Client Managers who will work closely with the functional teams across Client Documentation, KYCS, Credit Services and Entity Management etc. to effectively deliver Client Onboarding services to agreed PLA's. This leadership role will require close collaboration with Functional Heads who will own the performance management of their team members
Sector Heads will be responsible for the day to day direction of resources spanning both onshore and the Global Service Centers and, as such, will have a significant contribution to team / staff performance management. -Ensure the service proposition is delivered in a commercially sensible cost framework. Continue to seek opportunities to improve cost efficiencies whilst maintaining and improving service levels against agreed PLA's
High focus on indentifying bottlenecks in the onboardings process and working closely with the teams/functions to drive forward process improvements that will streamline the process, improve time to market and enhance the overall client experience
Working in a dynamic, pressurized, time-sensitive environment with interaction with internal stakeholders and demanding / advanced external clients
Broad overall understanding of the full investment banking value chain and the context within which GBM Onboarding and Client Management Services operates
Series 99 license is required. On an exception basis, a 120 day contingency period to obtain the license may be granted, solely at management's discretion
Exceptional organisational, planning and management skills
Good commercial and financial management ability with a proven track record and experience in a shared service model
Good overall knowledge of the Client interface / onboarding and associated processes within an investment bank
A delivery-focused commercial mindset
Excellent interpersonal skills with the ability to build and maintain global and regional relationships at all levels of the organisation
Good business and operational experience – good candidates are likely to have strong relationship management or operational management skills
Strong client facing and leadership skills with the capability to develop the solutions driven, high energy characteristics necessary to support the needs of the Business and the Sector Aligned operating model
Solid and broad experience of working at a senior level with large multi-project and multi-stakeholder programmes in an international investment bank
A passion for excellence; both “doing the right thing” and “doing things right”
Able to build strong relationships with other functions and business units and to interface and influence senior managers in both GBM Onboarding and Client Management Services and the businesses it supports
Outstanding written and verbal communication skills both to individuals and when presenting to large forums
Ability to build a consensus at all levels within the organisation
Ability to solve complex problems, challenge the status quo and suggest viable alternative approaches
A high level of drive to meet deadlines and targets
Ability to prioritize, be flexible and respond to changing environments

Financial Institutions Group Associate RM Resume Examples & Samples

Providing Solution business to major Japanese Financial Institutions
Coverage of Syndication Loan, Trade Finance, Cash Management etc
Minimum 3 year Relationship management experience in Commercial Bank based in Japan is must
RM experience in Global Bank based in Japan

Financial Institutions Group Senior Product Strategist Resume Examples & Samples

Cover client and prospect meetings as a representative of the investment team
Partner with key client-facing groups to grow the FIG business by supporting new business and client retention initiatives
Provide business leadership and manage team / process to provide necessary investment and operation support to non alpha related activities of portfolio managers

Icb-financial Institutions Group, Director Resume Examples & Samples

An in-depth understanding of the workings of the insurance industry (assets, liabilities and regulation)
An understanding of BlackRock’s suite of solutions and investment products and their applicability to address client needs
Cross border exposure and client focus as FIG expands its coverage throughout Europe
Work as a leading member of the client team in providing first class coverage to the FIG EMEA client base, with a focus on the UK
Interface with clients on a regular basis, providing portfolio analysis, market views, and responding to ad hoc queries in a timely and professional manner
Develop the partnership between FIG and its internal business stakeholders to improve delivery of projects, improve the client offering and quality of delivery
Assist in the development of the client service function through generation of ideas and implementation of new procedures where appropriate
Engage with internal product development stakeholders to ensure that BlackRock’s product and solutions offering remains relevant for insurance clients
Proven track record in relationship management. We envisage the ideal candidate coming from a senior RM/Sales role within Asset Management, Investment/Actuarial Consulting or Insurance
Knowledge of insurance companies and their business, both from an operational as well as a balance sheet perspective
Technical product and market knowledge across capital markets, asset classes, and investment vehicles
Strong background in project management and proven ability to deliver on bespoke and time sensitive projects
A background in fixed income and markets generally would be preferred
Entrepreneurial attitude backed by an ability to multi-task effectively

Financial Institutions Group Associate Resume Examples & Samples

Coordinating day-to-day delivery of BlackRock's asset management and associated services, including
Accurate and timely client reporting
Preparation for and participation in client market and portfolio reviews
Design, ownership, and delivery of complex and/or ad hoc client requests
Managing portfolio compliance to client guidelines
Engaging BlackRock’s capabilities and organization on behalf of our clients
Building and maintaining strong relationships with insurance and other taxable senior client counterparts, including
Anticipating client needs and prompt responses to client inquiries
Cultivating an awareness of client specific investment and operational priorities and sensitivities
Developing expertise in our client’s industry dynamics and trend as well as their specific positioning
Learning fundamentals of insurance financial statements, regulatory and accounting trends
Supporting new business and product development, including
Supporting account plan development and execution for current clients to expand relationships
Developing knowledge of BlackRock products and services
Initiating and designing client specific solutions
Supporting implementation, including account set up, guideline development and establishing service needs
Developing oversight and training responsibilities for analysts on their accounts
3-5 years relevant financial services experience
Ability to think proactively and anticipate needs, issues
Experience in contributing to high quality client service
Knowledge of fixed income markets and instruments
Knowledge of insurance investing and institutional clients
Experience with Bloomberg, CFA Level I or more a plus

Financial Institutions Group Resume Examples & Samples

Proven track record in relationship management and sales with a sophisticated client base. We envisage the ideal candidate coming from either a Senior RM/Sales role within Asset Management, Banking, Investment Consulting or an Insurance company
Knowledge of local insurance companies, local regulation and Solvency II, the business drivers, both from an operational and regulatory as well as asset management perspective
A good working knowledge of the liabilities of insurance companies, and an understanding of the regulatory, accounting and rating agency constraints under which they operate, is essential
The skills commensurate with holding an actuarial, investment, risk management or technical modelling role in an insurance company, reinsurance or banking environment will be a strong advantage
Proven client engagement and sales skills to complex clients
Ability to operate and communicate effectively – both internally and with clients
Highly motivated self-starter, autonomous, with strong ability to multi-task
Excellent English required
Strong background in project management

Financial Institutions Group Director Resume Examples & Samples

A broad knowledge of BlackRock’s insurance business
An expertise in a broad range of asset classes from investment grade fixed income, through to equities and alternatives
Work as a leading member of the client servicing team in providing first class service to the FIG EMEA client base
Deliver cross-sales opportunities by leveraging knowledge of the firm and its insurance-related business and cultivating strong relationships with senior client stakeholders
Develop the partnership between FIG and its internal Business stakeholders to improve delivery of operational projects, improve the client service offering and quality of delivery
Assist in the development of the client service team through generation of ideas and implementation of new procedures where appropriate
Proven track record in relationship management. We envisage the ideal candidate coming from a senior RM/Sales role within Asset Management, Investment Consulting or an Insurance company
Strong knowledge of insurance companies and their business, both from an operational as well as a balance sheet perspective
Good understanding of the regulation impacting the insurance industry and the related operational impact on clients
Excellent client engagement skills
Ability to develop strong collaborative working relationships with key business partners across BlackRock
Strong analytical skills, IMC will be required, with support provided. A current CFA designation would be beneficial
Entrepreneurial attitude backed by a strong ability to multi-task
A background in fixed income and markets generally would be preferred, as would experience in the asset management/insurance industry with exposure to a variety of operational and client service functions

Financial Institutions Group Associate Resume Examples & Samples

Passion for excellence, significant initiative and relentless attention to detail
Knowledge of office systems, as well as financial systems
Ability to work within a dynamic, energized team
Ability to operate and communicate at all levels of organisations – both internally and with clients

Financial Institutions Group Resume Examples & Samples

Support the FIG COO team in providing analytical and business management support to this growing, fast-paced and demanding business
Build, develop and sustain close working relationships across the entire FIG business and with key BlackRock business partners and senior management of FIG
Responsible for a series of regular and repeatable deliverables within the FIG business and to key Partners in FP&A, ICB Global COO, GCR and PMG
Act as the key FIG query intermediary in respect of business queries relating the pipeline and funding
Conduct one off bespoke analytics for the business where required to support management
Interface with key business partners in Finance, Human Resources, Technology, Internal Audit and other groups to drive the FIG and firm-wide business agenda and improve connectivity and results across all functions
Manage some day to day relationships with peers in ICB COO and FP&A
Lead and manage small projects and initiatives or participate in larger projects driven by FIG or the wider ICB. Some examples of projects include detailed review of financial and pipeline data, improving reporting, review, and delivery of metrics
Initiate and identify local initiatives to improve efficiency within the team and FIG business or mitigate business / operational risk
Strong analytical, organizational, planning and time management skills; ability to multi-task and manage multiple deadlines in a challenging environment
Strong orientation towards detail, accuracy, process and timeliness
Appetite to solve immediate tactical problems around data and management information
Propensity to get things done and operate as a self-starter
Able to take on small improvement projects around data, process, systems and technology
Highly professional and organized individual committed to excellence and collaboration in a small tight team
Stakeholder management and relationship skills – good at getting on with people at all levels
Comfortable and capable interacting with senior management
Experienced within the firm preferred but not essential to have COO or business management experience
Excellent communication skills and a strong ability to manage expectations clearly and timely
Flexible, resilient with time commitment to the role given global nature of role
Highly competent technically in regard to standard MS Office suite and use of analytical tools (Business Objects, CRM systems) to support business and data analysis
Knowledge or familiarity with business Finance concepts

Ibd-financial Institutions Group Resume Examples & Samples

Strong academic record with MBA or equivalent required
Prior investment banking experience within the Financial Institutions sector essential
Must have M&A/advisory and investment transactions experience
Experience of building financial models required
Knowledge of forecasting financial situations required and exposure to mortgages/Credit/Loan etc. would be a plus
Excellent communication (verbal and written) and presentation skills required
Strong stakeholder and client relationship management skills required

Financial Institutions Group Analyst M Resume Examples & Samples

Assist the FIG coverage team on a portfolio of financial institutions (i.e. Banks, Insurers & Asset Managers) on both origination and potential execution
Perform Economic Financial, Credit and Risk analysis on key clients and prospects
Prepare presentations and briefing notes for client meetings and transactions execution, covering a variety of topics (e.g. investment banking, financing alternatives, capital markets advisory, asset-liability management, treasury services and derivatives)
Conduct FIG industry research (regulatory, peer analysis, system-wide)
Understand the impact of new regulations on financial institutions and SocGen offer (Basel, Solvency, TLAC, MiFID...)
Help with internal reviews to identify business potential / cross-selling opportunities
Monitor market trends and track client profitability

Analyst, Financial Institutions Group Resume Examples & Samples

Ability to lead marketing infinitives and provide support to senior coverage bankers
Knowledge of the spectrum of Global Banking & Markets products and services
Ability to establish rapport with members of client’s management team
Ability to provide good analytical support where needed
Understanding of risk management and credit mitigants
Good level of financial analysis ability
Ability to undertake in depth review of industry, competitors, client and products and provide a high quality analysis of credit risk
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

Associate, Financial Institutions Group Resume Examples & Samples

Credit/transaction analysis and execution: Manage internal credit process from origination to commitment including due diligence, credit proposal, review of legal documentation and closing. Work closely with FIG team and legal, credit, operations, and other SMBC teams to ensure successful execution of transactions
Client relationship reviews: Work closely with bankers and other product teams and generate relationship reviews detailing coverage plans for our clients. Frequently communicate with product teams to ensure we maintain a comprehensive and clear understanding of SMBC’s global touchpoints with our clients
Research/Support: Identify trends and issues in the financial institutions sectors and help develop solutions and product ideas for our clients. Support senior bankers and junior bankers in relevant industry sectors on a daily basis with research and information on clients, transactions, industry, etc. Position requires close daily contact with junior and senior members of the team as well as relevant groups throughout the bank
Idea generation: Assist in the generation of ideas and strategies for new business opportunities and convert such ideas and strategies into solid relationships globally and origination of mandates
Internal Relationships: Work closely with internal product teams to uptier SMBC’s position as a financing and banking partner to Bank clients
Client interaction: Act as a trusted advisor to clients by developing strong relationships, communicating industry knowledge and product expertise
A minimum of 3-5 years of relevant experience. Credit skills are important, particularly any experience with Financial Institutions. The ability to work with and understand various deal structures, legal documents, etc
Financial statement analysis, financial modeling, industry analysis
Some client interaction and transaction experience preferred
MS Office Suite (Word, Excel, PowerPoint, Access), Bloomberg
Strong interpersonal skills, ability to be a team player
Ability to understand complex financial products
Product knowledge: Develop a thorough understanding of SMBC products (repos, term loans, DCM, ECM, FX, Leveraged Finance, Project Finance, M&A, Interest Rates, etc.) and services relevant to the FIG industry
Strong credit skills
Knowledge of the financial institutions industry (includes banks and broker dealers, funds, insurance and specialty finance companies