Group Associate Resume Samples

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T Robel

Thurman

Robel

195 Trantow Tunnel

Dallas

+1 (555) 912 2463

195 Trantow Tunnel

Dallas

Phone

p +1 (555) 912 2463

Experience Experience

Dallas, TX

Client Analytics Group Associate

Dallas, TX

Durgan, Hartmann and Koch

Dallas, TX

Client Analytics Group Associate

Stay current on client risk management techniques and portfolio management styles
Assist Aladdin Implementation Managers onboard clients to the Aladdin platform
Work with clients to prioritize strategic and tactical analytical projects and discuss our strategic analytics product development plans
Assist Business Development team in sales pitch processes by presenting analytical tools and cutting edge functionality
Successfully manage a team of high performing Analysts by keeping the team motivated and engaged
Provide analytical support on a wide range of portfolio and security types using proprietary analytics and tools
Develop close partnerships with clients to build highly effective relationships to understand and solve problems

Philadelphia, PA

Global Incentives Group Associate

Philadelphia, PA

Grimes and Sons

Philadelphia, PA

Global Incentives Group Associate

Assist in the management and performance tracking of JPMC’s real estate tax appeal vendors
Manage GIG’s monthly and adhoc reporting presentations for senior management
Evaluate GIG processes and identify improvement opportunities
Develop and update governance decks for all new and existing incentive, energy, and real estate tax programs
Provide government incentive, energy incentive, real estate tax appeal, and real estate tax payment support for income generating initiatives
Provide support in the pursuit of JPMC’s government and energy incentive deals
Manage the third party oversight and third party intermediary process for all GIG vendors

present

Boston, MA

Cib Prime Services Capital Introduction Group Associate Ny

Boston, MA

Monahan-Littel

present

Boston, MA

Cib Prime Services Capital Introduction Group Associate Ny

present

Assist senior team members with expanding depth of coverage of investors in US regions particularly Tri-State area
Assist with presentations to help educate internal and external constituents on the role of CIG
Designing or assisting in the development of questionnaires/surveys to ensure the necessary data is captured and analyze information and data to identify trends
Conduct a detail oriented and organized work ethic
Schedule meetings for US based fund managers with institutional investors
Develop relationships with qualified US investors
Provide economic and market research to help the global team stay current on market and investor issues

Education Education

Bachelor’s Degree in Business Management

Drexel University

Bachelor’s Degree in Business Management

Skills Skills

Develop close partnerships with clients to build highly effective relationships to understand and solve problems
Excellent communication and presentation skills to interface with external clients
Proven ability to leverage technical, business and client insights to drive improvements
Knowledge of databases, SQL, VBA and PERL is an advantage
Test and deploy new models, analytics and reporting to our clients
Stay current on client risk management techniques and portfolio management styles
Advising clients on best practice for various analytical efforts, using our experience with other clients, understand the problem and recommend alternatives, if appropriate
Work with clients to prioritize strategic and tactical analytical projects and discuss our strategic analytics product development plans
Assist Business Development team in sales pitch processes by presenting analytical tools and cutting edge functionality
Help implement new clients onto the analytical tools within Aladdin and educate them on our proprietary models

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M Ra D Counterparty Risk Modeling Group Associate Ny Resume Examples & Samples

Design, implement and improve Initial Margin models and credit limits for Prime Brokerage clients
Work closely with business/asset aligned quantitative research groups to onboard new products into the counterparty risk valuation framework
Support dedicated trading team and risk organization in pricing and risk management of credit and funding risks
Liaise with technology teams in order to build out risk management systems and front end tools
Ensure clear documentation and testing of models and work closely with the model review group in order to facilitate model approvals
Liaise with Valuation Control and risk groups to understand limitations and risks in existing models and help in setting appropriate reserves and limits
Excellent analytical and problem solving abilities
Solid understanding of probability theory, stochastic processes, numerical methods
Team work oriented
Ability and willingness to learn new things
The following are considered a plus, but are not requirements

Securities Division Equities Synthetic Products Group Associate Resume Examples & Samples

Developing models to evaluate the cost of inventory and financing
Building and maintaining trading and risk management platforms
Optimising internal positions for use in financing strategies
Building tools for traders, sales and strats to visualise all of the above
Mathematics: Understanding of partial differential equations, time series analysis, statistics and numerical techniques
Technology: Experience of object oriented design, implementation of optimisation algorithms and working in different programming languages
Finance: Understanding of market dynamics and conventions, and of different products’ behaviors and specifications

Special Projects Group Associate Resume Examples & Samples

Evaluate existing investment strategies both for performance monitoring and potential opportunities to increase efficiency through structural or other modifications
Review performance and risk management across all accounts
Evaluate new and existing strategies or external opportunities for development, acquisition or joint ventures, including valuation analysis, development of preliminary pitch-books and drafting of term sheets
Develop and maintain complex financial and other valuation models
Customize supplemental presentations for clients and firm management
Oversee multiple projects across the organization including new fund and product launches, or firm-wide management level initiatives
Complete ad hoc projects as necessary
Undergraduate or graduate degree, preferably with an emphasis in finance, economics, accounting or applied sciences
Previous experience in an analyst program at one of the large investment banks, consulting, or accounting firms
Technical foundation to grasp various investment strategies
Strong technical skills and extensive familiarity with MS Excel (including VBA), MS PowerPoint, and Bloomberg
MBA/CFA preferred
Able to work in a fast-paced environment on multiple projects under tight deadlines
Able to work effectively within a small team setting
A strong problem solver and demonstrate ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
Willing to roll up sleeves to perform any and all responsibilities needed to ensure success

IBD, Global Industrials Group, Associate Resume Examples & Samples

Building complex models that help companies and investors perceive valuation
Following an industry to learn the key drivers and trends that influence companies’ decisions
Building a network of colleagues both inside CS and outside that will strengthen your professional career
Proficiency in Microsoft Powerpoint, Excel and Word
Substantive deal experience
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IMD, Gsam, Control Oversight Group, Associate Resume Examples & Samples

Help to identify and mitigate key operational, financial, regulatory, and reputational risks
Collaborate with Internal Audit in the evaluation of the reliability of internal controls and risk areas of GSAM
Liaise with GSAM Legal and Compliance regarding policies, procedures and regulatory compliance driven initiatives (EMIR, AIFMD, UCITS V and VI, MIFID II)
Liaise with GSAM Legal and Compliance regarding policies, procedures and regulatory compliance driven initiatives
Help develop and manage supervisory controls with the Portfolio Management desks
Aid in audit issue resolution to ensure strong internal controls
Assist in the coordination of global GSAM SOX, SSAE16 and Information Protection program
Develop management reporting of controls, exceptions and issues as part of Quarterly Senior Stakeholder meetings
Promote and implement monitoring activities for high risk processes
Participate in the ongoing maintenance of the division’s Business Continuity Plan including support /incident management
Partner with Compliance and Technology on the maintenance and development of effective Information Barriers and Data Security policies for IMD and its underlying business units; Support Firm in its Privilege Management Initiatives
Act as a back up in performing Distributor Due Diligence or other Control Oversight activities related to Strategic Client Services
3+ years of audit experience or asset management industry experience preferred
Attention to detail; strong control/risk mindset
Ability to work and adapt in a fast paced and dynamic environment
Strong organizational, business writing, interpersonal and time management skills
Audit/Control experience, preferably in public accounting or internal audit in the financial services industry
Understanding of the trading business and / or mutual funds business
General understanding of alternative investment vehicles

Risk Management Credit Capital & Rating Analytics Group Associate Resume Examples & Samples

Review and analysis of credit capital and associated risk and exposures measures
Contribute to the development of new frameworks for control and review of credit capital and associated risk and exposures measures
Participation in reviews of processes, policies and procedures to ensure compliance with capital requirements regulation
Participation in regulatory initiatives for Basel compliant capital methodologies
Work with businesses and perform complex capital impact analyses
Participation in writing business requirement documentations and system implementation
The ideal candidate may have experience in a similar role
Quantitative background required (e.g. finance, accounting, mathematics, economics etc.)
Knowledge of Basel credit capital rules
Databases and programming experience – SQL, Access, VBA etc
Understanding of trading and lending products
Understanding of credit risk and market risk principles and key drivers
Understanding of OTC derivative exposure simulation desirable
Understanding of financial accounting desirable
Work experience in Basel capital calculation and methodology development desirable

Client Analytics Group Associate Resume Examples & Samples

Support the full capabilities of BlackRock’s proprietary analytics to investment and risk professionals through modeling and reporting capabilities to help users understand their security and portfolio level exposures
Successfully manage a team of high performing Analysts by keeping the team motivated and engaged
Evolve and maintain the content of the analytical reporting on client portfolios’ exposures, risk and performance
Manage relationships with BlackRock’s Institutional clients across Europe with a particular emphasis on the UK and Germany
Perform ad-hoc special analysis in response to market events, new business needs or client demands
Assist with the creation of modeling, analytics and reporting for new security types, new products, and new clients in coordination with teams across the firm
Stay current on client risk management techniques and portfolio management styles
Help implement new clients onto the analytical tools within Aladdin and educate them on our proprietary models
Provide analytical support on a wide range of portfolio and security types using proprietary analytics and tools
Assist with the recruiting of interns and graduates as well as the formulation of the training program
Degree qualification is essential
Proven experience working in Investment Banking or Asset Management is required within an analytical role
Solid understanding of the trading platform, Aladdin is required for the role
Proven capital markets experience with a good understanding trading best practices is required
Knowledge of databases, SQL, VBA and PERL is an advantage
Applicants should understand portfolio management, compliance, and investment operations to be successful in this role
Strong product knowledge with a focus on Fixed Income products is required for the role
Solid management experience with a proven track record of having managed a large team is required
Proven ability to leverage technical, business and client insights to drive improvements
Experience managing Institutional clients across Europe is essential for the role

CIB Credit Markets Valuation Control Group Associate Resume Examples & Samples

Analysis of Markets, P&L and Risk on a daily basis with understanding of the factors that drive valuation and risk
Building/automating price verification/benchmarking process including the calculation of fair value adjustments
Owning the relationship between the trading desk and valuation group
Provide advice on valuation issues related to large concentrations, revenue on new deals/complex transactions
Re-engineering of fair value adjustments, including the review of concentrated/illiquid positions, complex transactions, market events effecting valuation
Oversee the review and analysis of non-standard transactions
Review and approval of new model releases as it relates to valuation
Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
Working with Trading, Middle Office, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
Other value-added projects related to Business, Risk, and Finance initiatives
Experience of credit products or in a Valuation /Finance/Risk-related field
4+ years experience in the financial sector
Analytical and quantitative aptitude. Candidates with quantitative backgrounds preferred
Knowledge of credit products/markets, including derivative products, risk and valuation preferred
Ability to understand complex products, and analyze transaction and process flows
Experience working with trading desks
Understanding of valuation concepts as they pertain to financial products/derivatives, some accounting knowledge
Strong verbal and written communications skills. Must have the ability to lead discussions with all levels of management, be comfortable discussing issues with Trading / Senior Management. Ability to explain complex concepts
Good Excel and Power-point skills, experience with Visual Basic or database skills helpful
Propensity to handle multiple tasks simultaneously and efficiently

Cib Prime Services Capital Introduction Group Associate Ny Resume Examples & Samples

Buy or sell side experience that can be leveraged into actionable client and investor relationships
Assist senior team members with expanding depth of coverage of investors in US regions particularly Tri-State area
Provide economic and market research to help the global team stay current on market and investor issues
Designing or assisting in the development of questionnaires/surveys to ensure the necessary data is captured and analyze information and data to identify trends
Analyze information and data to identify trends
Update information in central database for global team
Assist with presentations to help educate internal and external constituents on the role of CIG
Write thematic pieces on industry topics
Develop relationships with qualified US investors
Schedule meetings for US based fund managers with institutional investors
Contribute to the effectiveness and success of the Cap Intro Group's events calendar
Conduct a detail oriented and organized work ethic
Ability to work well in group settings on projects
Knowledge of and direct experience with hedge fund marketplace
Series 7 Licensed or willing/able to become licensed within 3 months of hire
Excellent written verbal communication/presentation skills
CFA, MBA or relevant post graduate education preferred

Cib Client Valuation Group Associate Mumbai Resume Examples & Samples

Client Valuation – Daily Marks + Non Swap Dealer On boarding
CA/ MBA with 6-7 years / Graduate or Post-Graduate with 9-10 years experience in operations
Ability to think and act strategically

CIB Market Risk Coverage Securitized Products Group Associate Resume Examples & Samples

Coverage of EMEA SPG Business, Global IBP (Investment bank portfolio) and the Equity Release Mortgage portfolio
Produce, analyze and monitor risk utilization and revenue performance. Avoid P&L surprises
Provide clear briefings of current events/issues to line management and to wider MR colleagues
Perform ad-hoc analyses around the business (including notable new transactions) in order to assist management decision making
Validate and resolve limit excess issues
Work with Credit, Finance, Valuation Control Group group, Quantitative Research, Model Review Group, and Middle Office as contact for all risk management issues
Responsibility for defining best practice Value at Risk and Stress Scenarios methodology
Guide our partners in Risk Reporting and Middle Office groups in order to make risks accurate & transparent. Shape risk infrastructure development
Work on regulatory driven market risk exercises
A deep dive in areas of Risk
Good existing knowledge of financial markets, preferably in either Mortgages, Credit and interest rates (including derivatives). Broad interest in markets essential
Good technical skills (Risk methodology/Products/Systems) –knowledge of MS Excel (with VBA preferred), Intex an advantage
Strong analytical & quantitative skills- experience and working knowledge in statistics
Understanding of risk sensitivities and P&L drivers
Excellent written and spoken communication skills
Strong team players
Markets (trading/research) / Risk Management background essential

Group Associate Resume Examples & Samples

Delivers a positive client experience to business owners
Previous successful sales experience in the financial industry
Knowledge of Group Savings products (Group RSP, Deferred Profit Sharing Plans, Group Investment Accounts) is an asset
Proven application of business acquisition, establishing client relationships, and with success in business growth
A strong sales orientation and a demonstrated passion for putting clients first
Demonstrated sales success in meeting and exceeding sales targets
Action-oriented business acumen and creativity
Independent and entrepreneurial spirit
Ability to self-manage to achieve plan
Excellent presentation, communication, time management and organizational skills
Demonstrated PC literacy including suite of Microsoft Office products (Excel, Word, Power Point)

Institutional Client Group Associate Resume Examples & Samples

Approve transactions within delegated authority limits by exercising appropriate judgment to limit risk to bank and customer continuity
Ensure proper vault controls are in place and maintained
Document staff over/short and other losses accurately on Individual Employee Loss Logs (IELL). Report to BRE as losses occur
Ensure staff follows procedures to always transfer surplus money to and from the vault
Prepare over and short transactions and coordinate with Cash Balancing and Proof Departments, errors, corrections and general account information
Review Currency Transaction Reports (CTRs) and Monetary Instrument Logs (MILs) for reporting consistency and accuracy
Review, process and contact clients on returned deposit items
Prepare and execute action plan for any findings identified by SMART and Internal Audit
Monitor and ensure that all logs are properly completed for the banking center. Branch logs should be audit ready at all times. (Examples, banking center opening/closing log, Self Service Transaction Log, Customer Pick up Logs, Vault Logs, and Key Logs etc.)
At least 4 years of experience in Corporate Banking and/or Capital Markets
Fluency in Spanish and English is required.** Language skills in Portuguese are a plus
Strong analytical and financial modeling skills * Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus * Understanding of international economics and markets * Credit Training a plus
Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit, Corporate Banking, and local relationship managers)
Strong interpersonal and teamwork skills

Structured Products Group Associate Resume Examples & Samples

Model complex securitization transactions backed by various types of esoteric assets
Draft marketing materials (presentations, term sheets, etc.) for clients
Perform collateral analytics and other analyses as needed
Prepare rating agency presentations and model rating agency stresses
Coordinate distribution process with Structured Products syndicate and Guggenheim’s Structured Products sales force
Current position in a structured products group at a major financial institution
At least three years of experience in structured products
Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred
Familiarity with legal documents
Detail-oriented, organized and able to work as part of a team

Client Experience Group Associate Resume Examples & Samples

Assist in the investigation, tracking and resolution of client experience issues during the origination or servicing of the client’s loan
Input, update and close all inquiries in appropriate proprietary firm systems
File and catalogue all supporting inquiry documentation
Communicate as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors and management as appropriate
Assist management in reviews of specific inquiries as needed
Assist in developing, updating, publicizing and training on inquiry policies and procedures
Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors
Maintain excellent working relationships with both internal and external partners
Complete additional assignments as directed by management
3 to 5 years’ experience as a mortgage loan officer or customer service specialist in banking/financial institution
Knowledge of mortgage processing ideal
Articulate and client focused in providing superior client service

CIB Risk Market Risk Securitized Products Group Associate NY Resume Examples & Samples

Independent ongoing identification, monitoring and control of business unit market risk
Performance of stress testing and qualitative risk assessments
Serving as the Market Risk Coverage lead for the interpretation, analysis and on-going monitoring of VaR for Securitized Products, and projects related to VaR
Understanding and leading improvements in our methodologies for computing VAR and Stress Testing on the positions taken by the Securitized Products desks
Performing ad-hoc analysis related to VaR to meet ongoing requests from Market Risk Coverage and other organizations
Acting as a point person for the analysis and integrity of the risk sensitivities that measure the risks being taken by the trading desks, liaising with the groups that produce the sensitivities including Risk Reporting, Product Control, Technology, Research and Operations, as necessary
Measure, monitor, and control the market risk for securitized products, by analyzing portfolios, daily trades and risk sensitivities
Perform independent ad-hoc risk analysis
Understand how risk positions impact balance sheet and RWA usage
Familiarity with accounting issues involving securities, loans and derivatives
Acting as a point person for the communication of risk appetite and utilizations to the Trading Desk Heads
Knowledge of securitized product, interest rate, credit or other fixed income markets required. Experience with the securitized products markets strongly preferred
Knowledge of VaR modeling in general and VaR modeling specific to Securitized Products strongly preferred
Knowledge of stress testing methodologies for fixed income markets strongly preferred
Understand regulatory rules as they are released and ability to synthesize key takeaways for Market Risk
Experience working with Bond Studio, Sensei, MaRRS, Kapital and/or Athena a plus

Client Analytics Group Associate Resume Examples & Samples

Influence the strategic enhancement of our analytics platform
Act as a mentor to junior members of the analytics team
Minimum of 2 years relevant experience. Strong subject matter expertise or strong interest in equity, fixed income, or alternatives desirable
Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
Excellent problem solving abilities, and experience understanding complex issues

Value Up Group Associate to VP Resume Examples & Samples

Post Acquisition Management
Responsible for monitoring daily operations of Portfolio Companies
Turnaround of Portfolio Companies
Minimum 3 year ssolid track record in Strategic Consulting firm based in Japan

Portfolio Analytics Group, Associate Resume Examples & Samples

Learning and understanding in detail many different product types from the fixed income and equity markets as well as the different risks of each sector
Working with Risk Management and Portfolio Management teams to understand their objectives and business processes
Following the global markets on a daily basis to understand how macro-economic factors affect portfolio risks and investment decisions
Supporting new product launch activities, including analytics due-diligence and creation of sample risk reporting
Maintaining rich documentation to promote product and process standardization
Strong English ability with the ability to speak Japanese a plus
Entrepreneurial spirit that is willing to take on additional responsibility quickly
High degree of comfort with technology is required. Understanding of techniques such as statistical analysis (R, Matlab), data mining (Scala, Hadoop, Spark), web development (JavaScript/AngularJS, HTML, CSS) or full scale enterprise application development (Java, C/C++, Python, Perl) is a plus
The ability to prioritize, multi-task and work independently

Portfolio Analytics Group Associate Resume Examples & Samples

Designing new analytics suited for local markets, new products, and new management styles
Demonstrating the application of these analytics to risk and portfolio managers at BlackRock and BlackRock Solutions clients
Managing projects utilizing a global team to extend and enhance risk and portfolio management tools
Focusing on regional market products and practices and sharing local expertise with the global team
Outstanding academic achievement, extracurricular involvement, work experience and demonstrated leadership qualities
Creativity, an analytical mind and openness to using technology to solve problems
Strong interest in financial analysis and the investment management process

Firmwide Market Risk-market Risk Basel Group Associate Resume Examples & Samples

Ad-hoc analytics in support of FRTB IMA encompassing modellability of risk factors, P&L attribution, and desk structure/approval scenarios
Supporting industry-wide quantitative studies & surveys to drive forward advocacy on key issues
Developing recommendations for senior management regarding project and effort prioritization for both FRTB and B2.5 IMA programs
Work with model developers and validators to ensure governance and transparency around any model changes impacting Market Risk Capital
Work with Risk & Finance teams to keep track of one-off/ongoing amendments to Market Risk Capital and provide senior management with appropriate transparency
Supporting Basel 2.5 internal model approval and oversight activities including regulatory liaison, control and governance, and issue management
Experience in being a user of valuation/risk management models for traded products
Some knowledge of traded products and risk management across asset classes, knowledge or experience with regulatory capital is a plus
Ability to gain consensus and drive initiatives to completion effectively
Ability to multi-task, work under pressure and manage tight deadlines
Self motivated, demonstrate initiative, innovation, and solid problem solving skills
Advanced degree in a quantitative field
Strong Excel and VBA skills
Programming experience with Python or other high level languages (C/C++, Java etc.) a plus

Group Associate, RBC Group Advantage Resume Examples & Samples

Completes discovery, defines and documents sponsor goals, and develops a customized RBC Group Advantage proposal that aligns with the unique needs of the sponsor
Introduces and refers sponsors to the capability of partners and other channels, sharing the value propositions and making referrals to ensure sponsors and clients benefit from the full range of RBC solutions (e.g. Branch, Small Business, Commercial, and other partners)
Takes responsibility for client issues at first point of contact and engage appropriate partners to effectively resolve problems
Works with all partners to develop and execute program launch event(s) and implementation plans for employees

Client Analytics Group Associate Resume Examples & Samples

Deploy relevant investment tools and analytics enhancements for assigned clients
Contribute to managing cross-client deployment of enhancements in analytics capabilities, financial models and investment tools
Contribute to execution of analytical solutions and thought leadership initiatives and publications
Provide analytics support for new implementations and client prospects
Academic degree in Business Management, Financial Engineering, Finance, Mathematics, Computer Science or some other quantitative field of study
Knowledge of various analytics systems/tools and their underlying financialmodels is desirable. Strong interest in multi-asset risk modeling and asset allocation

Global Incentives Group Associate Resume Examples & Samples

Provide support in the pursuit of JPMC’s government and energy incentive deals
Assist in the management and performance tracking of JPMC’s real estate tax appeal vendors
Complete compliance documentation for both incentive and tax appeal programs in compliance with JPMC’s sworn document process
Perform the tax payment function when the Real Property Tax Manager is unavailable
Excellent analytic ability
Proficient in Excel, Word, etc
Prior experience in Banking/Financial Services preferred
Presentation skills- Power Point, Visio
Ability to facilitate meetings/presentations
Prior experience in project management and deliverables tracking
Strong Relationship Management ability
Ability to multi-task and work in a fast paced organization

Client Experience Group Associate Resume Examples & Samples

Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan
Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation
Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements
Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners
Aid in developing, updating, and publicizing training on inquiry policies/procedures
Produce and deliver monthly and ad hoc reporting to senior management
Ensure third-party is providing best in class customer service to Morgan Stanley clients and customers
Report to Head of Client Experience Group (CEG)
3 to 5 years of experience in mortgage originations/operations
Direct verbal communication with client, field and operational partners in a client focused organization
Legal/Compliance experience preferred
Outstanding written, verbal, interpersonal and analytical skills
Ability to manage processes and/or projects without supervision
Deep knowledge of the mortgage originations industry and associated processes
A strong understanding of industry standard regulatory requirements
Ability to analyze complex issues while ensuring deliverables are met
Ability to manage time, prioritize and plan accordingly
Ability to manage key relationships with internal/external stakeholders
Ability to negotiate and influence clients on key deliverables and timelines

Global Client Group Associate Resume Examples & Samples

Proactive, thoughtful, high-quality client servicing through the following: client reporting/due diligence, preparation of marketing materials, and general troubleshooting in response to client inquiries
Working closely with the department head and relationship managers to develop strategic account plans aimed at strengthening relationships with partner firms and driving sales
Coordinating client due diligence and prospecting meetings, including preparation with portfolio and product management teams
Partnering with internal business units including marketing, product management, sales, and operations to communicate partner firm updates and initiatives
Help maintain client management database and provide general support to advisors
Assist with departmental projects and initiatives as needed
The candidate should have between 1-3 years of experience with mutual funds; experience in the offshore market is preferred
Very strong communication and be highly organized and detail-oriented
Demonstrate initiative and good judgment coupled with the ability to work well under pressure
Work well independently and within a team
Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience is a plus
Professional, personable, and responsible in manner
Organized, thorough, and conscientious. Establishes priorities and follows through on tasks to completion
Ability to work independently and cooperatively in a team setting
Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access
Series 7 & 66 licenses are encouraged
Spanish fluency is a plus

CIB Market Risk Coverage NA Securitized Products Group Associate Resume Examples & Samples

Understanding and leading improvements in our methodologies for computing VAR on the positions taken by the Securitized Products desks
Liaising with technologists in the business and Risk around strategic and tactical initiatives, including those related to VaR and other risk sensitivities
Liaising with other groups involved with risk taking and measurement including Sales & Marketing, Finance, and the Trading Desk heads
Understanding and communicating the full suite of risks Securitized Products represent, including sensitivities such as interest rate risk, credit spread risk, default risk and prepayment risk
Strong project management skills, ability to gain consensus among staff and drive initiatives to completion effectively absolutely critical

CIB Credit Risk NA Special Credits Group Associate Resume Examples & Samples

Ongoing credit monitoring of a portfolio of Credit Surveillance Report (CSR) clients in NA; financial analysis of stressed/distressed counterparties, valuation analysis, and legal documentation analysis
Partnership with Corporate/FIG Credit Risk Management, Coverage, GCB, Leveraged Finance, Legal and Markets trading colleagues
Represent JPM in lending syndicates/bilateral capacity; work with the outside restructuring community i.e. third party lenders/funds, legal and financial advisors to generate best solution for repayment of credit exposure while preserving important client relationships
Play an essential role in credit decision-making process in live stressed/distressed situations on an advisory/managed basis. Formulate exposure management strategy alongside other risk colleagues
Ongoing contribution to wholesale regulatory, accounting and risk reporting agenda as well as SCG specific activities, such as Problem Credit Management Playbooks. Input into reports going to senior management (distressed/bankruptcy reports, wholesale credit costs forecasts, etc.)
Previous Credit Risk and/or leveraged finance transactional experience strongly preferred
Must be able to work well under pressure in a demanding environment

Risk Solutions Group Associate Resume Examples & Samples

Support junior and senior bankers with day-to-day project management
Partner with industry and M&A bankers to analyze LBOs, cross-border M&A deals to identify potential opportunities
Analyze client financials to identify potential opportunities for optimization
Actively engage with internal strategy, research and trading teams to summarize interest rate and currency market trends
Originate analyses to illustrate market dynamics
Produce high quality deliverables such as pitchbooks, market updates, due diligence analyses and various client marketing materials

CIB Risk-qr Securitized Products Group Associate Resume Examples & Samples

Ensuring analytical consistency with other products supported in QR quantitative libraries
Knowledge of Residential Mortgage Backed Securities (RMBS) market
Strong software design and development skills using C++, Python or Java
Experience with big data, time series and statistical analysis

Depositary Receipts Analytics Group Associate Resume Examples & Samples

Convert existing implementation and production depositary receipt spreadsheet models to a leading edge technological platform
Develop and test depositary receipt corporate action models, including validating the accuracy of anticipated and actual dividend ratios, payments and report integrity
Provide internal clients with explanations to support dividend model output (overall deal/issuance structure, revenue calculations and dividend notice accuracy)
Analyze issues and offer practical solutions
Responsible for supporting efforts to mitigate and control operational risk
Must have proven skills in MS Excel. Scripting skills in VBA desirable but not required
Experience with SQL and/or MS Access query usage, highly desirable but not required
BS/BA with quantitative focus, and a minimum of 2 years of professional experience (or equivalent)
Must be organized, focused and possess strong communication and analytical skills
Demonstrated ability to work and think independently, while supporting team goals/objectives
Demonstrated ability to handle multiple and often competing projects under tight deadlines and pressure
Customer service approach and problem solving focus

Global Incentives Group Associate Resume Examples & Samples

Develop and update governance decks for all new and existing incentive, energy, and real estate tax programs
Ensure that GIG remains on schedule and that GIG’s project schedule is aligned with all other Global Real Estate groups’ schedules
Evaluate GIG processes and identify improvement opportunities
Assist in the completion of GIG’s 500+ sworn documents annually
Manage the third party oversight and third party intermediary process for all GIG vendors
Manage GIG’s monthly and adhoc reporting presentations for senior management
Provide government incentive, energy incentive, real estate tax appeal, and real estate tax payment support for income generating initiatives
Bachelor’s Degree required; a focus in finance or accounting preferred
2-3 years of experience working in process improvement preferred
Highly proficient in Excel and PowerPoint
Prior experience in banking/financial services preferred