Ib Analyst Resume Samples

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L Hackett

Lysanne

Hackett

58828 Blick Mall

New York

+1 (555) 645 6506

58828 Blick Mall

New York

Phone

p +1 (555) 645 6506

Experience Experience

Phoenix, AZ

Ib Analyst

Phoenix, AZ

Beier, Davis and Hintz

Phoenix, AZ

Ib Analyst

10%- Maintain relationships with account managers to provide information relating to rebates and other sales initiatives
20%- Work with accounting to provide rebate estimates and accrual figures
Collaborating with Global Portfolio Management to manage the portfolio and individual client risk
Assisting in managing the Corporate Banking relationship infrastructure, including approvals and documentation
Maintaining regular and frequent dialogue with product partners to assist with relationship maintenance
Interacting with Citi’s network around the globe to ensure activities are co-ordinated across the franchise
Foster sense of teamwork and community (recruiting and firm committees)

New York, NY

IB TMT Analyst

New York, NY

DuBuque Group

New York, NY

IB TMT Analyst

Develop and maintain knowledge of the developments in the core product set to explore and refer opportunities
Collaborate with Global Portfolio Management to manage the portfolio and individual client risk
Responsibility for co-ordination of working parties upwards and downwards, across teams and external parties (e.g. client, lawyers, consultants)
Source and create marketing material, liaising with product partners and the Senior Bankers
Exposure to an open and multicultural working environment
Provide support in origination and execution of Corporate Finance Transactions
Assist in managing the Corporate Banking relationship infrastructure, including approvals and documentation

present

San Francisco, CA

IB Project Analyst

San Francisco, CA

Bailey and Sons

present

San Francisco, CA

IB Project Analyst

present

20%- Distribution Center listings for the company including current list of all receiving managers
20%- Miscellaneous request/tasks from all ops managers
Work with large volumes of data in an efficient and effective manner
Provide data inter-departmentally that provides feedback to other divisions highlighting areas impacting the Credit, Collection, and Risk division’s responsibilities to the organization
Provide project supervision, and reporting on department based projects for use across all IBI impacted departments
Supervise the department administrative assistant
20%- Run 2 Reports: RRC Accuracy Report and the Weekly Flash Report

Education Education

Bachelor’s Degree in Finance

The Ohio State University

Bachelor’s Degree in Finance

Skills Skills

Solid Work ethic and superior attention to detail
Interpersonal skills/Networking - Able to create and sustain good personal contacts within the team and amongst Citi’s product partners
Strong communication skills (both written and verbal) at all organisational levels - Attention to detail and clarity
Strong ability to work in an entrepreneurial culture
10%- Provide meeting support including desk prep and data consolidation
Ability to work efficiently within a team environments and as an individual contributor
Ability to efficiently plan and organise own workload within tight deadlines
Strong quantitative / analytical skills
Superior attention to detail
Solid work ethic

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11 Ib Analyst resume templates

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Ops IB Analyst Resume Examples & Samples

Excellent technical skills in Excel, Access and Power Point
Exceptional written, verbal communication and presentation skills
Good Problem solving skills; ability to prioritize multiple and competing tasks
Time management – ability to prioritize tasks, meet deadlines and work under pressure
Basic Understanding of Accounting (Debit and Credit Principles)

SRM IB COO Limit Management Analyst Resume Examples & Samples

Coordination and maintainance of the Limits and Flags Framework processes and FLEX system; inclusive of performing limit changes, entry of new limits, flag changes, entry of new flags, creation and generation of limit and flag reporting
Supporting Migration from Flagtool to Flex
Assisting in new FLEX for flags phase 2 UAT testing and cluster by cluster phased roll-out
Supporting local Flex Flags users in the US after UK hours
Maintaining ongoing book of work for flagtool improvements and bug fixes alongside IT and project team support
Work closely with clusters to incorporate new flag types and Entity Specific flags
Support and perform training of updated FLEX system to clients
Quality assurance of new limit, change limit, new flag and change flag requests to ensure a timely and accurate population of limits and/or flags into the FLEX system
Development and maintainance of the departmental Limit and Flag procedures
Preparation/creation of PowerPoint presentations for meetings and committees. Ability to interpret processes/proposals and compile slides to represent the status/ proposals/ direction for a senior audience
Responsible for creation/generation of reports and management MIS within the SRM IB COO department
High degree of front office and senior management interaction in order to maintain effectiveness of Flex for both Limits and Flags
Understanding of risk management preferable
Strong Microsoft Excel & Word skills

IB Analyst Industrials Resume Examples & Samples

Knowledge of accounting and finance concepts
Knowledge of Industrials would be advantageous
Demonstrate a working knowledge of a broad spectrum of products and how they meet client needs
Strong academic background. Minimum of 26 UCAS points at A Level (or equivalent experience)

Ib Control Coo Analyst Resume Examples & Samples

Professional qualifications: CA, MBA
Experience in designing and preparation of Management Information
Analytical and confident personality with excellent relationship skills in order to interact with sales, trading, and senior management on business issues
Excellent quantitative and analytical and problem solving skills
Ability to multi-task and prioritise work load on a daily basis, adapting to changing workloads
Experience in Operational Risk or internal audit background
Knowledge on Fixed income products will be an asset

Ib Analyst Alternative Assets Group Resume Examples & Samples

We are seeking candidates from a wide variety of degree backgrounds and value diversity
We are looking for highly motivated individuals with strong academic credentials
Candidates will need to demonstrate strong interpersonal skills as well as analytical abilities and a genuine interest in the financial markets
High levels of self-motivation and initiative
The ability to work independently and as part of a team
A detail orientated approach
A creative and innovative approach to problem-solving
A strong desire to develop a sound understanding of the industry/environment
Superior relationship building skills
Advanced Excel and PowerPoint skills
Fluency in a more than one language would be advantageous but not essential

Analyst Ib Mumbai Resume Examples & Samples

We are looking for a 1st/2nd year Associate to join our Investment Banking in India
Works as a part of the IB team to support seniors in deal origination and execution
Strong ability and experience in managing and executing projects across M&A, ECM and DCM products
Experience in overseeing and guiding juniors in their work/analysis
Experience in leading due diligence effort for advisory and capital market transactions
Excellent analytical and financial modeling skills
Contributes to the development of presentation materials, transaction documents, financial modeling and analysis
Strong accounting, finance, quantitative and business writing skills
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business

IB IT Risk & Quality Analyst, Pune Resume Examples & Samples

Take a proactive, forward thinking approach to identifying, mitigating and managing IT operational risk
Develop and use leading indicators, metrics and data to identify areas of potential and emerging IT risk
Work with the business to take action to mitigate those risks before they materialize into an op loss
Ability to connect the dots to form a complete op risk profile so as to develop a strategic direction for mitigating IT op risk in IB IT
Ensure root cause analyses of significant operational loss events are performed to identify control failures or other issues; partner with business on implementing corrective actions
Perform independent, effective challenge and oversight of business execution against Operational Risk Management procedures
Drive and chair operational risk agenda for UBS meetings
Facilitates accurate and timely reporting of operational risks and related metrics as per policy, (e.g., losses, impact on capital) to UBS senior management
Facilitates adherence to specific regulatory requirements in UBS
Demonstrates flexibility to adapt to competing priorities, addressing strategic and urgent needs, balancing strategic progress on overall operational loss mitigation and frequent deliverables in a rapidly changing, dynamic environment
Carries highest level of personal and professional ethics and demonstrates exceptional personal commitment to improving the business
5+ years of work experience in an IT operations environment, preferable offshored or vendor managed service
Analytical inquisitiveness and problem solving ability; can take seemingly disparate or unconnected information and put it all together to form a complete picture of operational risk
Solution-oriented and builds consensus; strong leadership, influencing and negotiation skills
Proficient in developing new ideas to mitigate risk and improve current processes. Prioritizes high impact potential problems effectively
Can clearly articulate how risk technology supports unit’s business, as well as the issues due to gaps between the current technology and known business requirements
Ability to manage issues associated with operational risk capital, in partnership with the business and the Risk organization

Ib Analyst Resume Examples & Samples

Play a critical role in supporting deal teams and processes from origination to close
Participate in a broad array of corporate finance (debt, public and private equity) and advisory (M&A) assignments
Prepare models, valuations and process / marketing support materials
Participate in due diligence, drafting sessions and management meetings
Foster sense of teamwork and community (recruiting, reviews, mentoring, firm committees)
Minimum of 1-2 years post-undergraduate work experience in investment banking or a related field, preferably with a focus on the consumer and/or retail sector
Exposure to public financing and M&A transaction analytics and processes

IB COO Analyst Resume Examples & Samples

New processes / controls aimed at ensuring compliance with regulatory requirement
New tools to monitor individual Trader's performance, Desk performance and Business level performance
Work closely with IB Controls and IB Ops Risk in developing the wider aspects of our Risk and Control Framework, including the RCSA process
Liaise and partner with the Shared Services Support Departments
Primary contact for local Internal Audit, BORO (Bank Operational Risk and Oversight) and LCD [Legal and Compliance] teams

Cib-regional Ib-experienced Analyst Resume Examples & Samples

Analyze the market and financial position of client companies and competitors
Manage day-to-day project deliverables to ensure the objectives of the client and deal team are achieved
Experience in Investment Banking Coverage, M&A or Capital Markets via Internship or Full-time position is strongly preferred
Candidates must be adaptable and have the ability to work well under pressure in a demanding environment

IB TMT Analyst Resume Examples & Samples

Working with group MDs and Directors on managing relationships with clients and client liaison
Working with group to execute transactions and share into responsibility to run deal timetable day-to-day
Responsibility for managing production of analytics and presentation materials
Responsibility for co-ordination of working parties upwards and downwards, across teams and external parties (e.g. client, lawyers, consultants)
Provide support in origination and execution of Corporate Finance Transactions
Develop and maintain knowledge of the developments in the core product set to explore and refer opportunities
Source and create marketing material, liaising with product partners and the Senior Bankers
Maintain regular and frequent dialogue with product partners to assist with relationship maintenance
Assist in managing the Corporate Banking relationship infrastructure, including approvals and documentation
Produce and update client plans in conjunction with product partners
Monitor calling plans to ensure business development is pursued across the client base and that deals are replicated
Collaborate with Global Portfolio Management to manage the portfolio and individual client risk
Interact with Citi’s network around the globe to ensure activities are co-ordinated across the franchise
Mentor analysts, provide detailed guidance and feedback, manage information flow to and from analyst, share credit and exposure with analyst as appropriate
Substantial work experience within a financial services organisation
Experience with various clients, capital markets products, derivatives, credit, cash management, trade, finance and securities
Credit trained within a leading Corporate/Investment Banking organisation; used to taking a lead role in establishing the creditworthiness of counterparties
Experienced at client planning and coordinating input from multiple product areas
Experience of transactions and understanding of the execution process
Knowledge of the TMT sector would be advantageous
Knowledge of accounting, legal and compliance principles and procedures relating to the role
Strong communication skills (both written and verbal) at all organisational levels - Ability to present information in a clear, creative and persuasive manner
Organizational – Managing demands from several sources and working to deadlines
Attention to detail and assuming responsibility over time for client contact

IB Analyst, Germany Resume Examples & Samples

Preparation of industry specific presentations via MS Office
Preparation of and participation in client meetings, client presentations and visits of companies
Statistical work
Product-analysis
Company-analysis
Very strong working relationship with the offices in London and New York
Very good University Degree in Business Administration, Economics or related area
Major in business administration, finance, accounting and / or economics desirable
Practical experience through internships within Investment Banking and/or related areas
Experience within banking and related Market Products
German and English fluency (written and spoken) is essential
Very good analytical ability
Demonstrate numerical ability
High level of enthusiasm and a strong desire to learn
Very good knowledge in MS Office products

Rates IB MO Analyst Resume Examples & Samples

Assisting the Front Office with trade and system processing issues
Start of day controls to account for late trading activity
Trade compressions
End of day controls to ensure data completeness

IB Cris Ccar Scenario Management Analyst Resume Examples & Samples

Subject Matter Expert: Work with IT partner to build the production process on controls and maintenance for Scenarios and Risk Factors
Data quality: Manage, monitor controls on the mapped Scenarios and Risk Factors data. The role will cover various tasks including Management reporting on historical Time Series, highlight data deficiency and trouble shoot issues with stakeholders
Analytics: Able to explain the difference between different scenarios, versions and overlay rationale
Implementation and Testing: Guide Change management team to complete UAT testing and escalate issues and point out development bugs. Support component and end to end testing
Provide BAU support in SMT and related enhancement
Bachelor’s Degree in quantitative discipline
1+ years experience with Time Series and risk factors concepts
2+ years background in risk management is required
Experience related to the stress testing and its framework
Beyond market risk management, knowledge in products and yield curve management
The position will involve extensive interaction with IT developments and participate in multiple UAT testing, therefore UAT testing experience is preferred
Knowledge of the operation model of CCAR and internal stress testing, including data flow, interaction of risk, relationship of upstream and downstream CCAR models
From system perspective, the role is able to understand how to validate the scenario and the risk factors associates with it
Knowledge of enterprise risk management, risk and model risk are desired
Self-starter Team Player

Rates Flow IB MO Analyst Resume Examples & Samples

End of day tie-outs with PnL systems
Excellent focus on risk and control
Confident and professional
Self starter/Self motivator with the ability to work independently as well as part of a team

IB MO Securitized Products Abcp Conduit Analyst Resume Examples & Samples

Knowledge of ABCP Conduit facilities coupled with commercial paper issuance
Committed and focused to succeed under challenging environment
Ability to contribute and challenge to improve performance and at the same time be able to communicate with peers and other senior members of the team

IB Project Analyst Resume Examples & Samples

Provide project supervision, and reporting on department based projects for use across all IBI impacted departments
Produce data, analysis and verification in a timely and accurate manner
Effectively and independently communicate with all levels of management and staff to understand requirements, identify stakeholders and convey findings
Takes initiative routinely using good judgment when dealing with confidential information
Independently recognize possible areas of concern when reviewing data
Recognize key process information that impact departments within IBI, specifically the credit department
Recognize the needs of the organization and effectively communicate the requirements in order to bring projects to a successful on time close
Locating data sources required to provide verification to Management
Work with large volumes of data in an efficient and effective manner
Provide data inter-departmentally that provides feedback to other divisions highlighting areas impacting the Credit, Collection, and Risk division’s responsibilities to the organization
Supervise the department administrative assistant
Post-secondary degree (prefer degree in Business or Computer Information Systems)
Proven experience in Project Management and working toward a PMP
Advanced proficiency in MS Office products - including Visio (previous experience in an office environment, preferred )
Excellent written and verbal communication skills and demonstrated ability to produce informative reporting
Proficiency with core systems: Unisys, RS6000, Get Paid
Must be able to remain in a stationary position 80% of the time
Constantly operates a computer and other office productivity machinery such as a calculator, keyboard, copy machine and computer printer
Must be able to lift up to 25 pounds on a regular basis
Must be able to travel up to 10%

CMO IB Offboarding Analyst Resume Examples & Samples

Degree preferably in Accounting, Finance, Banking (not mandatory)
Confident with strong interpersonal skills
Strong PC skills including MS Word, Excel, Powerpoint and Outlook

IB Project Analyst Resume Examples & Samples

20%- Run 2 Reports: RRC Accuracy Report and the Weekly Flash Report
20%- Update with any changes and distribute the IBI Operations Organizational chart and Warehouse
20%- Distribution Center listings for the company including current list of all receiving managers
20%- Place all order forms for all DC�s including VMI locations including business card orders
20%- Miscellaneous request/tasks from all ops managers

Rates IB MO Analyst Resume Examples & Samples

Experience of working against tight short-term deadlines in a dynamic, pressurised environment
Experience of implementing process improvements with tangible business benefits
Proactive approach to problem solving and process improvement
Proficient Microsoft Office Suite skills, especially Excel
Focused on attention to detail
Strong query management skills

Analyst Mi-ib CCO Resume Examples & Samples

Provides daily, weekly and monthly analysis
Reporting and Development (R&D) - Analyst role is designed to work with onshore Line of Business partners to understand their reporting and analytics requirements/process in order to seamlessly convert data into actionable metrics that will help the business perform day to day operations
Identify fields in data repository which require completion to provide accurate management information, compile list, communicate fixes required and follow up
Extract data and analyse it to identify duplicate data or data requiring re-mapping, compile list of suggested fixes, communicate fixes, and obtain approval process fixes
Process ad hoc data loads from Business Units
Produce standard set of reports at required frequency to distribute via e-mail or common site (Share point)
Produce MI highlighting data inconsistencies and data incompleteness
Monitor trends in meeting deadlines or extending deadlines
Collection: This job requires detailed coordination of data from specific metric/risk owners and integrating the design (technology or process to aggregate it in desired format), implementation, and support
Reporting: Production Analyst will work with Business partner(s) on reporting solution, schedule, editing, and distribution
Deals with requests for ad hoc reports from onshore stakeholders
Organises and coordinates implementation of tasks to ensure compliance with goals and unit objectives, as well as maintenance of optimal operating efficiency within the unit

Ib Analyst Resume Examples & Samples

20%- Structure rebate agreements and calculate payments
20%- Research and build reporting for various ad hoc data requests from various department leaders
20%- Maintain rebate data and ensure data integrity and rebate accuracy
20%- Work with accounting to provide rebate estimates and accrual figures
10%- Maintain relationships with account managers to provide information relating to rebates and other sales initiatives
10%- Provide meeting support including desk prep and data consolidation

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