Investment Analyst, Analyst Resume Samples
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Investment Analyst, Analyst Resume Samples
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GN
G Nolan
Garth
Nolan
61141 Wiza Fords
Houston
TX
+1 (555) 242 7848
61141 Wiza Fords
Houston
TX
Phone
p
+1 (555) 242 7848
Experience
Experience
Boston, MA
Investment Guidelines Analyst
Boston, MA
Haag, Toy and Hand
Boston, MA
Investment Guidelines Analyst
- Daily interaction across with business groups including Portfolio Management, Trading and Legal and Compliance
- Performing detailed analysis of client investment guidelines
- Investigating breaches and providing resolution to them
- Opportunity to be part of and develop within a truly global international group and firm
- Develops policies and procedures for the position and functional responsibilities
- Creates and maintains rules on CRIMS in collaboration with others involved in on-boarding and servicing client accounts
- Interpreting guidelines and translating them into format that can then be coded in IT systems
Houston, TX
Investment Analyst, Commercial Real Estate
Houston, TX
Jacobson-Mills
Houston, TX
Investment Analyst, Commercial Real Estate
- Support the transaction teams (both buy and sell side) during due diligence and closing processes
- Computer proficiency with a strong working knowledge of Microsoft Excel
- Support the transaction due diligence and closing processes
- Provide on-going and quarterly portfolio level reports
- Analyze asset level performance, manage capital projects and provide portfolio reporting for assigned assets on a monthly/quarterly basis
- Review weekly and monthly property management leasing and financial reports
- Computer proficiency with a strong working knowledge of Microsoft Excel and Word. Knowledge of Argus is a plus
present
San Francisco, CA
Lead Investment Analyst Pricing & Performance Measurement
San Francisco, CA
Langosh-Ryan
present
San Francisco, CA
Lead Investment Analyst Pricing & Performance Measurement
present
- Manage the development and performance of team members
- Assist with project work as assigned
- Use financial data from various systems to calculate performance results for asset classes including public and private fixed income, commercial mortgage loans, equities and alternative investments
- Implement improvements to efficiency, accuracy, controls and customer service levels in relation to assigned work, projects or other process enhancements
- Ensure the integrity of data used for performance reporting and work with cross-functional teams to remedy discrepancies
- Work collaboratively with other departments or divisions to ensure business issues are resolved for organizational success
- Provide monthly securities valuation
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Webster University
Bachelor’s Degree in Finance
Skills
Skills
- Ability to persuasively present recommendations of profitable investment ideas
- Detail-oriented, proactive and able to excel in a highly collaborative global team
- Proficient in Microsoft Word, Excel and PowerPoint
- Ability to multi-task and manage tight deadlines across various projects
- Proficiency with Bloomberg and related automated research tools
- Be organized and detail oriented
- Strong command of MS Office software and advanced Excel
- Flexible team player able to adapt to change
- Demonstrated analytical skills, with an understanding of basic statistics
- MBA and/or CFA designation
15 Investment Analyst, Analyst resume templates
Read our complete resume writing guides
1
Investment Product Management Analyst Resume Examples & Samples
- Contribute to the overall success of the Registered Investment Products Team at TIAA-CREF
- Work closely with the product managers and senior product managers who are managing existing products and developing new products
- Provide data, analysis and commentary to the product managers and internal business partners to facilitate new product creation and maintenance of existing products
- Work with the product managers in continuously providing objective product and business line analysis, evaluating existing products for competitiveness, including
- Bachelor’s Degree with quantitative and/or business focus
- Strong interest in financial markets, economic trends and investment products (mutual funds – required, separate accounts/retail SMAs, commingled funds, closed ends, annuities and other structures – preferred)
- Collaborative work style in a virtual team environment
- Strong organizational, communications (written and verbal), and interpersonal skills
2
Investment Analyst, Oil & Gas Finance Ene Resume Examples & Samples
- Candidate with a bachelors degree in Accounting, Finance or other quantitative subjects is preferred
- Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
- Strong writing, interpersonal and communication skills
- Participation in the Chartered Financial Analysts® (CFA) program is a plus
3
Investment Marketing Analyst Resume Examples & Samples
- 1-3 years of financial services experience
- Experience with pitch books and marketing materials
- Bachelor's degree in a related field
4
Am-investment Middle Office Project Analyst Resume Examples & Samples
- Support the Project Manager in planning and executing small-to-medium scale projects or business initiatives. May also be responsible for leading small projects/initiatives independently
- Organize discreet work efforts and provide overall project or program tracking
- Partner closely with the hiring manager to manage business/client project deliverable expectations
- Provide feedback on project status, offering constructive options to ensure project tracks to original expectations
- Review root cause analysis and implement best practices
- Function as an escalation point to keep all parties aware of overall project impacts
- Develop agenda’s and presentation decks for status meetings
- Highly motivated, results-oriented, client -focused
- Strong leadership, interpersonal, & relationship management skills
- Strong network delegation and follow-up skills
- Ability to synthesize information to reach logical conclusions & present findings
- Ability to evaluate & improve processes; Excellent documentation skills
- Strong systems, operational, and control analysis skills
- Demonstrated intermediate level proficiency with MS Excel, Word, PowerPoint
- High degree of initiative, self direction, and ability to work independently
- 2-5 years project management and/or business analyst experience
- Strong issue resolution/and problem solving abilities
- Ability to be flexible, follow tight deadlines, organize and prioritize work
- Effective presentation skills
- Must have investment banking/investment management experience
- Familiarity with Private Banking /mutual funds is a plus
5
Lead Investment Analyst Pricing & Performance Measurement Resume Examples & Samples
- Provide monthly securities valuation
- Maintain and monitor valuation policies
- Use financial data from various systems to calculate performance results for asset classes including public and private fixed income, commercial mortgage loans, equities and alternative investments
- Analyze and interpret performance results, data, and issues for users who must make economic or business decisions
- Ensure the integrity of data used for performance reporting and work with cross-functional teams to remedy discrepancies
- Implement improvements to efficiency, accuracy, controls and customer service levels in relation to assigned work, projects or other process enhancements
- Complete customer requests with exceptional service levels
- Apply analytical and financial product knowledge and judgment to team processes
- Troubleshoot problems through an understanding of the flow of information, systems, and reporting tools
- Assist with project work as assigned
- Advanced degree and/or appropriate professional certifications (i.e. CFA, CIPM, etc.)
- Eight to ten years business experience, including at least six years experience in the institutional securities industry with at least three years performance measurement and/or attribution experience
- Demonstrated leadership abilities and experience
- Advanced knowledge of fixed income products, investment processes, and databases/trading systems
- Advanced knowledge of investment performance calculations, analysis, and GIPS concepts
- Ability to communicate effectively both orally and in writing with a variety of audiences including investment professionals and upper management
- Demonstrated ability to establish effective working relationships throughout the organization
- Ability to independently prioritize and work on multiple projects and assignments simultaneously for self and others
6
Investment Application Systems Analyst Resume Examples & Samples
- Oversee operation of telephone, accounting, and portfolio management systems
- Serve as primary technology support contact
- Stay current in the various software applications
- Oversee technical consultants, prioritizing technical needs
- Perform special projects
- Bachelor's degree or equivalent education and related training
- Three (3) years in financial software applications and working knowledge of various computer applications such as Microsoft Office
- Excellent communication (both written and verbal) and presentation skills
- Demonstrated leadership and project management skills
- Demonstrated teamwork and interpersonal skills
- Working knowledge of supporting technology tools
- Knowledge of billing, account reconciliation, custodian downloads, composites, portfolio database, performance histories, monthly client income reporting
- Knowledge of accounting
- Knowledge of financial markets
7
Investment Adviser Compliance Analyst Resume Examples & Samples
- Track Code of Ethics reviews and certifications using online system
- Creating, testing and revising procedures
- Researching & verifying performance analysis
- Assist in preparing regulatory reporting, foreign licensing and application filings
- Assist in preparing for SEC examinations
- Coordinating with internal groups in the collection of audit requests
- Tracking internal deliverables and associated follow up
- Various ad hoc projects as requested
- 0-2 years of experience in similar position
- BA/BS, or equivalent combination of training and experience
- Understanding of investment adviser/financial services industry, ideally with a focus on private equity
- Proven communication and analytical skills
- Proficient with Microsoft Office applications
- Must be proactive, self-starter and able to interact with people who have varied personalities and work styles
8
Analyst Alternative Investment Due Diligence Resume Examples & Samples
- A passion for investing and a dedication to providing superior research
- Ability to think creatively about investments including due diligence, managers, and the markets in which they invest
- Experience doing due diligence and/or oversight on hedge funds, managed futures funds, and/or fund of funds
- Solid analytical skills, good judgment, and a high tolerance for change
- Unimpeachable ethical standards, with an innate ability to build trust and strong relationships
- Ability to cogently communicate research and investment content both orally and written to different audiences, including investment managers, advisors, executive management, and clients
- 3-7 years of experience in the financial services industry, ideally in a broker/dealer
- An MBA or CFA is strongly preferred
9
Traditional Investment Product Research Analyst Resume Examples & Samples
- Bachelor degree (BS or BA) with a business and/or investment-related concentration. Advanced degree or professional designation (CFA or CIMA) preferred
- 1 to 3 years investment industry experience. Investment product research experience preferred
- Series 7, 63, and 65 (or 66 in lieu of 63 and 65) required or must be obtained within six months of hire
10
Jpmorgan Securities, Investment Analyst Resume Examples & Samples
- Understand client's investment plan and objectives
- Work in close partnership with senior team of Advisors in proposing, delivering, and executing solutions for clients
- Advise on portfolio construction including overall asset allocation (target vs actual), tactical shifts and security selection
- Implement investment solutions in accordance with clients' investment objectives working closely with senior team
- Help grow new assets by identifying and developing new business opportunities from existing client base
- Perform customized portfolio analysis on products for clients and prospective clients
- Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services
- Execute on entering all trades into appropriate trading system
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
- Opportunity to work on a team of 6 with substantial client base and potentially grow role on team
11
Investment Analyst, Corporate Finance Dal A Resume Examples & Samples
- Candidate with a bachelors degree in Accounting, Finance or other quantitative subjects is preferred
- Excellent analytical and accounting skills
- Strong writing, interpersonal and communication skills
- Business related experience preferred, but not required
- Participation in the Chartered Financial Analysts® (CFA) program is a plus
12
Investment Analyst, Timberland Finance Agr Resume Examples & Samples
- B.S. or M.S. degree in forestry or equivalent curriculum
- Experience in forestry, production agriculture, ranching, or other agricultural business is preferable
- Strong research, data gathering, and organizational skills
13
Japanese Equity Investment Analyst Resume Examples & Samples
- Japanese Equity Investment Analyst for Long Short Equity Investment
- Minimum 3 year Japanese Equity Research experience in Investment Bank, Asset Management or Hedge Fund based in Japan
- Japanese Equity Research experience in Global Investment Bank based in Japan
14
Beta Strategy Investment Analyst Resume Examples & Samples
- Support the needs of global internal and external clients for Beta Strategies including domestic, international, and emerging market equities primarily for institutional channel and to a lesser extent the iShares channel
- Develop and maintain product marketing materials, client presentations and customized analyses that articulate strategy objectives, characteristics, performance, and relevant competitive advantages
- Assist client and marketing channels with equity index product expertise as it relates to data analysis, request-for-proposals, and other questionnaires
- Maintain pipeline records and generate business metrics for senior management
- Build relationships with other teams supporting the investment management process including ICG, GCR, PEG and operations teams
- Support senior team members in the effective communication and positioning of equity index strategies
- BA/BS in Finance, Economics, similar field or relevant experience. Progress towards CFA a plus
- Minimum 3-4 years relevant experience
- Outstanding written and verbal communication skills a requirement
- Strong organizational skills with attention to detail
- Client servicing experience preferred, including strong interpersonal skills for effective and efficient communications across various internal and external channels
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills required. Bloomberg, Factset, and Barra familiarity/skills a plus
15
Investment Product Risk Analyst Resume Examples & Samples
- OTC Derivatives knowledge essential
- Knowledge of commodities, fixed income and equity products desirable
- Moderate to extensive knowledge of retail investment products and services, including: alternative investments (i.e. hedge funds, private equity/real estate), portfolio construction methodologies, and the broader capital markets (e.g., structured notes, fixed income instruments)
- Understanding of ICG Markets platforms systems and Trading Desk, a plus
- 3+ years' work experience preferred; those with less experience may be considered given relevant investment product knowledge or risk management experience
- Individual must have a Bachelors or Masters in Mathematics, Science or Finance/Economics
- CFA or interest in obtaining the designation
- Understand a varied Capital Markets product set including but not limited to OTC Derivatives, FX, Futures, and Prime Finance etc
- Strong analytical skills including statistics and related factor analysis and stress testing techniques
- Strong interpersonal and organizational skills. Candidate must have a demonstrated ability to develop strong interpersonal relationships quickly
- Ability to see the "big picture" without losing attention to detail. Takes pride of ownership in all deliverables
16
Analyst, Mortgage Investment Group Resume Examples & Samples
- Book all new trades, execute hedging requirements and perform monthly cash flow updates for existing trades in an accurate and timely manner
- Participate in development and testing activities for system enhancements and implementations
- Run and deliver daily Profit & Loss and risk reports to management
- Create and maintain user documentation for new and current processes
- Prepare ad-hoc management reports
- Bachelor’s Degree in Mathematics, Finance, Financial Engineering or related field
17
Investment Councellor Analyst Resume Examples & Samples
- Analyze client portfolios and compose suitable asset allocation proposals based on the bank view and allocation models
- Position investment solution alternatives appropriately
- Provide investment briefings, updates and support to Investment Advisors, Portfolio Managers and RMs
- Assist IAs, PMs and RMs in preparing for client meetings and business trips
- Coordinate with PBIG-A team members to ensure consistency of strategic and tactical approach
- Distribute/coordinate/interpret relevant asset class, market and macro-economic information
- Provide information, data and analyses for input to PBIG-A committees
- Help develop models and templates to improve analytics and effectiveness of communication
- Ensure use of “open architecture” product offering in client proposals
- Provide input and support for the development of new business initiatives and product enhancement
- Identify/communicate issues or limitations related to product, platform, operations, systems or pricing
- Ensure integrity of sales process and compliance with all HSBC and regulatory policies
- To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year end performance assessments
- Performs according to prescribed procedure
- Appropriateness of investment proposal to client objective, and consistency with allocation models
- Series 7 and 66 are required. On an exception basis, a 90 day contingency to obtain licenses may be granted, solely at management's discretion
- Understanding of asset allocation models and investment product classifications
- Minimum of 2 years experience in financial services
- Knowledge of private banking business (onshore and offshore) and regulatory environment
- Strong analytic, technical, communication, presentation (written and oral), teamwork and relationship building skills
- Ability to resolve problems and overcome challenges
- Technology knowledge – strong Excel skills, Microsoft Access, Visual Basic and familiarity with financial data sources
- Sound judgment, responsive, keen sense of urgency and accountability, flexibility
- BA/BS minimum
- Fluent Spanish language capability is strongly preferred
18
Investment Guidelines Analyst Resume Examples & Samples
- Performing detailed analysis of client investment guidelines
- Interpreting guidelines and translating them into format that can then be coded in IT systems
- Investigating breaches and providing resolution to them
- Seeking clarification of guidelines from the subject matter experts (via onshore colleagues)
19
Investment Guidelines & Restriction Analyst Resume Examples & Samples
- 5+ years of experience working at an Investment Management firm in any combination of Compliance, Portfolio Administration, or Operations
- 2+ years of experience Coding institutional client guidelines in a sophisticated restriction system, such as Charles River or Latent Zero Sentinel
- Working knowledge of Bloomberg, Longview Trading,, SQL Query Analyzer or other experience with industry trading and accounting systems
- Passion for and understanding of markets and investing
20
Baam Ventures Investment Analyst Resume Examples & Samples
- Financial analysis and modeling
- Investment research
- Assistance in the execution of transactions
- Communications with portfolio company senior management
- 1-2 years' of work experience working in an investment bank in its leveraged finance division
- A desire to work in a team environment often under pressure
21
Investment Analyst Infrastructure Funds Resume Examples & Samples
- Perform due diligence and analysis of infrastructure and energy investment managers, with the aim of managing diversified multi-manager portfolios, covering a broad range of subsectors
- Geographic focus will be on Europe and North America, but the investment analyst may also be working on due diligence projects in other geographies
- Screening of infrastructure investment managers and infrastructure fund investments, meetings with General Partners (GP's), documentation and updating of monitoring database
- Build and maintain relationships with infrastructure and energy investment managers
- Execute detailed qualitative and quantitative analysis as part of a due diligence process for primary and secondary investment opportunities. Tasks include evaluation of management teams, investment strategy, reference calls, on-site visits, track record analysis and presentation of investment proposals to the Infrastructure Investment Committee
- Monitoring of existing fund investments and underlying assets, regular fund manager contacts, attendance of annual meetings, analysis of fund reporting
- Preparation of research on the infrastructure industry, following recent trends on specific sectors and creating research and marketing publications
- Contribute to client reporting documentation, comment on development of infrastructure fund investments and individual transactions
- Participate in fund raising in Europe; meet with clients, consultants and prospects as required; communicate investment strategies and criteria
- Minimum of Bachelor’s degree required
- Solid infrastructure, consulting, technical or similar industry experience. We would expect the successful candidate to have at least 4 to 5 years of relevant work experience
- Infrastructure knowledge (assets, markets & structures) and experience
- Strong teamwork focus
- Swiss citizenship or work permit
- International experience and proficiency in English
22
Investment Analyst, Real Estate Finance Resume Examples & Samples
- Work with senior management of PREI by assisting in preparation of materials for new debt fund opportunity, including drafting pitch books
- Work with research department to update materials for marketing books
- Provide on-going surveillance and asset management for existing debt investments managed by the Real Estate Finance Group
- Support ongoing fund management activities, including fund IRR modeling, capital calls and distributions, liquidity reviews, asset reviews, external audits, and ad-hoc investor requests
- Perform preliminary screening of new investment opportunities
- Participate in the underwriting analysis for a variety of commercial real estate debt investments, including: gather and review property and market data; analyze historical operating information; review borrower credit information; perform site inspections and conduct on-site interviews with property managers and leasing agents; prepare complex financial models, including sensitivity and return analyses, using Excel and Argus
- Assist senior members of the group in the origination, negotiation and structuring of debt investments, including mezzanine loans, preferred equity, B Notes and first mortgages
- Assist in the preparation of investment committee memos for submission to Investment Committee
- Maintain and update the Real Estate Finance Group's transaction pipeline
- Foster relationships with real estate borrowers, brokers, institutional lenders, loan sellers and internal contacts within PREI
- 1 - 3 years of experience in commercial real estate, preferably related to high yield lending, acquisitions, and/or underwriting/valuation. Some asset management experience preferred
- Bachelor's degree required; Finance or Real Estate focus preferred
- Proficiency with Excel, PowerPoint and Word required; Argus preferred
- Fluent with basic real estate valuation concepts for all major property types
- Understanding of the real estate industry (including current market trends) as well as the capital markets
- Knowledge of the due diligence process and ability to execute such process preferred
- Ability to read and interpret financial statements
- Excellent quantitative and financial modeling skills
- Strong writing and presentation skills
- Ability to operate independently and in a team environment
- Independent thinking, good judgment, decision-making ability and attention to detail are crucial
- Self-motivated with a hands-on, proactive style
- Travel required
23
Cib-global Investment Bank Corporate Finance Analyst Resume Examples & Samples
- Corporate Finance Analyst with strong accounting, finance, quantitative and business writing skills
- Have prior working experience in an investment banking front office
- Understands the different types of risk and can discuss in detail ways of managing these risks
24
Investment Theme & Real Estate Analyst Resume Examples & Samples
- Supporting the CIO Head of Themes for the thematic investment process whilst e having a closely collaboratingon with analysts from of the local investment offices as well as WM internal partners
- Monitoring of identified thematic drivers and risks and actively participatinge in review meetings to challenge reviewed investment themes
- Supporting idea generation and collaboration on after-sales pieces
- Acting as entry point for process related analyst-questions, overseeing internal theme database a and trade sheets while also collaborating with analysts for communication and marketing related aspects
- Support the CIO's global real estate research team with the build-up of an expanded coverage on fundamentals of globally relevant real estate markets. Fundamental research on the drivers of these property markets, support and data analysis for CIO's Global Housing model and support in developing investment calls and themes in these markets
25
Private Bank Investment Lab Analyst VP / SVP Resume Examples & Samples
- Product Strategy – articulation of global and regional investment themes to position our product solutions and investment recommendations
- Business Management – identifying opportunities to expand client relationships by analyzing the North American client book of business, investment portfolios and proactively provide appropriate product solutions
- Energetic, knowledgeable, experienced client facing analyst who is highly capable of constructing multi-asset class customized portfolios for North American clients with both capital markets and managed investment solutions along the pillars of asset allocation, risk management and strategic/tactical opportunities that are consistent with CPB views and themes
- Background and experience-
- Deep understanding of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics derivative and bond valuation, financial markets and instruments. Familiarity with quantitative financial methodologies such as Monte Carlo simulation, efficient frontier, optimization, and regression preferable
- Research driven analysis on markets, sectors, industry groups, thematic ideas and internal proprietary models
- FINRA Series 7& 65/66
26
Investment Analyst Treasury Services Resume Examples & Samples
- A Bachelor’s degree in Finance, Economics or a related field, or previous related work experience is required. Candidates with an MBA or other advanced degree in a related field, or CFA certification (or willing to obtain CFA) would be preferred
- A minimum of 2-4 years progressive capital market experience gained via participation in one or more of the following: fixed income trading, fixed income research, capital market research, sell-side or buy side investment experience is required
- Candidates with fixed Income Asset class experience, or experience with core TCF businesses of residential lending, commercial lending, auto finance, inventory finance, and equipment finance would be preferred
- Must also be able to demonstrate proficiency with the following skills
27
Business Analyst, PH&N Investment Services Resume Examples & Samples
- Excellent knowledge of MS Excel, Word, and Outlook
- Strong organizational skills with the ability to manage multiple tasks and shifting priorities
- Demonstrate good judgment and maturity with the ability to analyze situations and suggest ways to implement strategies
- Excellent problem solving skills with the ability to identify issues, obstacles and opportunities and then develop and apply effective solutions
- Self-motivated with the ability to work both independently and as an effective team player with staff at all levels
- Ability to establish rapport and trust with colleagues and co-workers
- At least 3 years of progressive experience in the investment industry with experience as an executive assistant
- Must have an understanding of and interest in the Mutual Funds/advice business
28
Investment Analyst, Oil & Gas Finance Resume Examples & Samples
- Interest in the oil and gas industry
- Excellent analytical and accounting skills
- Business related experience preferred, but not required
29
Investment Practice Analyst Equities Resume Examples & Samples
- Required: Bachelors Degree in Economics, Finance, Business Management, Accounting, Computer Science, or Mathematics
- Knowledge of the investment management business to include understanding of investment and accounting concepts and strategies
- Ability to effectively identify operational work flows and constraints
- Ability to learn applications and development languages as needed and willingness to be involved in new and ongoing information technology projects
- Proficiency (i.e. intermediate to advanced skills) with windows-based software (e.g. Word, Excel, PowerPoint, SharedPoint)
- Experience with databases and query languages (Microsoft Access, SQL)
- Strong written and verbal communication skill
- Uses basic problem-solving & decision making skills
- Ability to adapt to changing professional environment and business needs
- Excellent organizational skills and the ability to handle and prioritize multiple assignments when working under pressure and dealing with conflicting deadlines
- High level of professionalism – confidentiality, discretion, judgment
- Provide superior customer service
30
Investment Bank Analyst Resume Examples & Samples
- Advise companies regarding strategic and corporate finance alternatives
- Prepare financial models
- Research pursuing industries and/or companies to be used for prospective buyers lists
- Prepare compelling presentations and pitch books
- Contact with potential buyers, financial institutions, and clients
- A bachelor's degree and 1-2 years of related work experience
- Strong working knowledge of Excel to develop financial models
- Efficient use of research databases
- Ability to manage multiple tasks simultaneously
- Willingness and ability to travel as necessary
31
Investment Analyst, Commercial Real Estate Resume Examples & Samples
- Support portfolio management team with portfolio modeling and analysis, investor reporting, client deliverables, and liquidity management
- Analyze and underwrite investment decisions for leasing, financing, buy/sell scenarios including preparation of cash flow models, sensitivity tables, property valuations, and joint venture structuring on properties ranging from ground up developments to stabilized operating assets
- Analyze asset level performance, manage capital projects and provide portfolio reporting for assigned assets on a monthly/quarterly basis
- Support the transaction due diligence and closing processes
- Work closely with internal and external stakeholders: sales brokers, property managers, joint venture partners, property appraisers, and operations/ accounting teams to support the asset management operation
- Bachelors degree required; Finance, Real Estate or Accounting strongly preferred
- Understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow
- Strong written communication skills required
- Computer proficiency with a strong working knowledge of Microsoft Excel
- Strong organizational skills and attention to detail with ability to manage multiple projects simultaneously
32
Capital Investment Financial Analyst Resume Examples & Samples
- Strong financial, analytical and problem-solving skills
- Ability to quickly grasp business and technical concepts/terminology and translate into content that has meaning to a broader audience
- Big-picture perspective, balancing ambiguity and detail to achieve successful outcomes
- Resourcefulness to proactively obtain relevant information and perspectives from both partners and outside sources
- Ability to work in a fast-paced, dynamic, global environment with limited direction
- Highly flexible and organized to successfully juggle multiple, competing priorities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Consistently display a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
- 10 plus years as an individual contributor or manager in a related field
33
Private Bank Investment Lab Analyst Resume Examples & Samples
- Client Analytics – client specific analyses and recommendations based on the clients’ goals and objectives
- Conduct customized analyses addressing various wealth planning, investment and risk management issues by leveraging resources across the organization including the Office of the Chief Investment Strategist, Capital Markets, Global Managed Investments, Wealth Planning, Citi Trust and Investment Finance
- Learn and grow with existing analytical tools for risk analysis, portfolio construction, performance forecasting utilizing such quantitative techniques and methodologies as multi-factor/regression analysis, optimization, Monte Carlo simulation and others
- Participate in Global Lab initiatives to help improve consistency, leverage knowledge, tools and expertise throughout the Private Bank
- Persuasive in building relationships with bankers, investment counselors and clients
- Soft skills including self-starter, team player, ability to manage team of junior analysts, good communication, take on more responsibilities, proactive, willing to help and pitch in
- Knowledgeable with financial tools like Bloomberg and Morningstar
- At least 3years of relevant experience
34
Private Investment Analyst Resume Examples & Samples
- Help establish the diligence protocols for the business
- Assist in the initial screening and execution of potential investment opportunities
- Build complex financial models to analyze investment returns and conduct various valuation analyses
- Perform company and industry due diligence
- Draft internal memoranda and investment committee materials
- Assist other business activities including investor correspondence, sponsor coverage and miscellaneous administrative functions
- Review all relevant legal, marketing and investment materials
- Prepare meeting notes and write a comprehensive investment Due Diligence assessment report for review by senior management to be presented to Credit Suisse investment committee
- Perform further analysis on findings, benchmarking manager against peer group
- Demonstrated proficiency with financial statement analysis, accounting, financial modeling, valuation methodologies and research techniques
- Ability to manage complex workload and prioritize appropriately
- Track record of working successfully in a time sensitive environment
- Self-reliance
- Solid interpersonal skills and experience in a collaborative, team-based, results-oriented environment
- Effective verbal and written communication skills (email, presentation, document)
- Organized, precise, responsible, committed to excellence
- Ability to multi-task with keen attention to detail
- Highest integrity and commitment to a culture of compliance, control, and ethical behavior
- Trustworthy and able to keep sensitive matters and information confidential
- A minimum of 3 years of experience in conducting investment due diligence, and working on either principal or advisory transactions
- Excellent computer skills, advanced knowledge of Excel, Word and Powerpoint is required
- Bachelor’s degree in finance, economics, mathematics or related field with a strong record of academic achievement. MBA or CFA a plus Series 7 and 63 a plus
- Partnership: Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
- Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create strong outcomes
35
Investment Products & Services Marketing Analyst Resume Examples & Samples
- Support the execution of a cohesive marketing strategy across multiple marketing channels, including creating, updating and executing internal and external marketing communications and events for clients, prospects and Financial Advisors
- Leverage feedback from internal partners to better organize and distribute relevant information
- Help track marketing initiatives, review metrics, conduct analysis on effectiveness of pieces
- Help maintain the marketing content database, task lists and other internal trackers
- Learn proprietary technology programs at the firm to help with projects where necessary
- Schedule and coordinate relevant team meetings or other internal operational support
- Serve as a key supporter of the team for all aspects of our work
- Financial services experience, with knowledge of investment industry products and services
- Expertise in all Microsoft Office software; especially Word, PowerPoint and Excel
- Can effectively prioritize and execute tasks in a high-pressure, deadline-oriented environment
- A team player who can adapt to the needs of the team as they shift
- Can prioritize and resolve complex problems and escalate as necessary
- Identifies issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
36
Investment Lab Analyst Resume Examples & Samples
- Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools
- Strong written / verbal / proposal communication skills
- Education: BA or BSc and beyond
- Strong Business English skills required, a second language ideal
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Investment Analyst, Model Risk Management Resume Examples & Samples
- Degree in Mathematics, Financial Engineering, Economics, Business, Sciencebased, or related analytical field
- Experience in the financial services industry (bank, insurance company, hedge fund, etc.) is a plus
- Ability to build strong relationships and collaborate with others
- Knowledge of relevant software packages, such as MATLAB, VBA, SAS, R software is desired
- Demonstrated knowledge of software packages used in business communication such as MS Excel, Word and PowerPoint
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Class of Guggenheim Investments Junior Investment Analyst Resume Examples & Samples
- Dedicated work ethic
- Should be team orientated
- Interest in investing
- Expected undergraduate graduation date of December 2015 - June 2016
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Performance & Investment Analyst Resume Examples & Samples
- Management of the CC monthly forecast including co-ordination of the related processes and review meetings with all CC RAS/CFO(Finance) function aligned and central teams to challenge business partners on the underlying assumptions and activities
- Prepare and/or provide support on monthly presentations and analysis for senior management committees & the Group Performance analytics team on actuals, forecast, exit rates, savings tracking etc. (including monthly reports for the CC Executive Committee & GEB Business Reviews)
- Independently drive and perform ad-hoc analyses for senior management (e.g. cost and headcount development, variance substantiation and other corporate centre performance analysis and review)
- Contribute to/support the annual 3 year strategic planning process
- Actively drive process improvements within the team and across the CC processes managed by the PIA team
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Self Storage Investment Analyst Resume Examples & Samples
- Previous summer internship(s) demonstrating relevant real estate finance, investments or banking work experience analyzing investments
- Experience with Mergers & Acquisitions and Valuations
- Demonstrated skill with financial models using Excel
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Fixed Income Investment Analyst Resume Examples & Samples
- 3-5 years of experience in credit analysis, fixed income and fund investing with an understanding of the wider financial environment
- Strong command of MS Office software and advanced Excel
- Proficiency with Bloomberg and related automated research tools
- Company research, asset valuation and relative value analysis capabilities
- Outstanding analytical, financial modeling, written and verbal communication skills
- Ability to persuasively present recommendations of profitable investment ideas
- Detail-oriented, proactive and able to excel in a highly collaborative global team
- Flexible team player able to adapt to change
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Investment Analyst, Commercial Real Estate Resume Examples & Samples
- Analyze and underwrite investment decisions for leasing, financing, buy/sell scenarios including preparation of cash flow models, sensitivity tables, property valuations, and joint venture structuring for properties ranging from ground up developments to stabilized operating assets
- Work closely with internal and external stakeholders: leasing/ sales brokers, property managers, portfolio analysts, joint venture partners, property appraisers, and operations/ accounting teams to support the asset management operation
- The ideal candidate would have one year of work experience in a related field
- Computer proficiency with a strong working knowledge of Microsoft Excel. Knowledge of Argus is a plus
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Global Investment Analyst Resume Examples & Samples
- Coordinate the collection of investments from initiative owners in regions, functions and at the global level
- Set guidelines and timelines for all investment deliverables and coordinate the monthly investment committee meeting
- Partner with Technology and Finance to ensure points of contact are assigned to initiative owners
- Review investment material for completeness and ensuring submissions align with business priorities
- Create content for Senior Management to prioritize and decision investments
- Provide meeting summary notes and communicate decisions of the investment committee to council members, initiative owners, finance and other relevant colleagues
- Coordinate the tracking of investments through the collection of updated tracking summaries
- Create quarterly content to review investment performance
- Present quarterly tracking updates to Investment Committee; and
- Re-assess the process and make process improvement recommendations
- 5+ years of business experience, with process/project management and credit card experience a plus
- Able to successfully collaborate with diverse functional teams and across multiple markets and geographies
- Must be comfortable working in a fast-paced, hands-on environmen
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Investment Guidelines Analyst Resume Examples & Samples
- Monitors all strategy and portfolio guidelines, client restrictions, prospectus rules, UCITS and 1940 Act fund requirements. Documents and escalates all exceptions to the appropriate personnel
- Creates and maintains rules on CRIMS in collaboration with others involved in on-boarding and servicing client accounts
- Works closely with Portfolio Management to understand their business needs and utilizes various system tools, including MS Excel, in support of daily investment activity
- Develops policies and procedures for the position and functional responsibilities
- Participates in system reviews by researching and gathering data as needed
- Bachelor’s degree required in business, finance or other related area
- MBA and or CFA, or FINRA license(s) preferred
- 5 or more years of relevant and related work experience in research, portfolio management, investment operations, internal audit, or compliance
- Strong analytical and communication skills, organized, and with high attention to detail as well as a healthy sense of urgency
- Experience with investment management systems, CRIMS, Sunguard, Eagle, or Linedata strongly preferred
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Fixed Income Investment Analyst Resume Examples & Samples
- 2 - 5 years investment experience, preferably with knowledge of the fixed income industry and products
- Demonstrated analytical skills, with an understanding of basic statistics
- Demonstrated written communication skills, including experience drafting internal memorandum and/or reports
- Have sound written and oral communication skills
- Have an interest in the global markets and economics
- Be organized and detail oriented
- Appropriate securities licenses required
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Investment Analyst, Analyst Resume Examples & Samples
- 40% - Conduct and monitor relative value across market sectors to support development of total return strategies. Assist portfolio managers and traders in developing portfolio strategies, tactics and new products by performing and analyzing product and sector research and present findings to the team. Develop expertise in portfolio analytic tools such as Bloomberg, dealer models and BlackRock Solutions to support trading / rebalancing strategy formulation and execution
- 35% - Conduct prepayment monitoring and risk analysis of the mortgage portfolio in support of total return strategy recommendations and HQLA optimization to the portfolio management team. Conduct performance attribution analysis to identify performance drivers and support strategies recommendations to outperform relevant benchmarks
- 25% - Provide trading, operational and accounting/reporting support for the portfolio. Support pre-trade analysis and perform post-trade activities. Assist in portfolio budgeting/business forecasting, stress testing, funds transfer pricing analysis, RAROC analysis and model assumptions. Support accounting, regulatory portfolio reporting and compliance requirements and produce ad hoc presentations and reports as needed
- A minimum of 1-4 years of experience in fixed income portfolio analysis, particularly in Agency mortgage-backed securities and government securities
- Experience in BlackRock Solutions, Yield Book and/or other fixed income analytics are preferred
- Extensive knowledge of Agency mortgage-backed securities and government securities
- Deep knowledge and proficiency in Bloomberg, BlackRock Solution, Excel, Word and PowerPoint
- Knowledge of bank balance sheet , fixed income analytics, Investment Accounting Strong analytical, communication and interpersonal skills and excellent organizational and time-management skills
- Self-motivated and results-oriented with the ability to function effectively within deadlines in a team environment with minimal supervision
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Investment Guidelines Analyst Resume Examples & Samples
- Pre-trade violation investigation & investment restriction overrides
- Oversight of outsourced testing
- Identification of coding issues
- Documentation of procedures
- Client certifications / attestations
- College Graduates with a background in finance or similar fields
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Investment Analyst, Commercial Real Estate Resume Examples & Samples
- Analyze and underwrite investment decisions on behalf of an institutional investment team focused on the health care and senior housing real estate sector
- Responsibilities will consist of, but are not limited to: support of acquisitions, dispositions, development, debt financing, including preparation of hold/sell scenarios, cash flow models, sensitivity tables, property valuations, and joint venture structuring
- Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors
- Support the transaction teams (both buy and sell side) during due diligence and closing processes
- Participate in the asset management, property budget, and strategic plan processes for a portfolio of investments
- Work closely with internal and external stakeholders: brokers, property managers, portfolio analysts, and operations/accounting teams from various partners and business relationships
- Bachelor’s degree in Finance, Economics or Real Estate preferred
- 1-3 years relevant work experience desired, but not required
- Strong interpersonal/communication and business writing skills
- Understanding of basic real estate terms and concepts such as revenues, leases, rents, contracts, operating expenses, capital expenditures, and various property types
- Understanding of basic financial statements and accounting
- Understanding of basic financial concepts such as NOI returns, cash flow returns, internal rate of return, present value and discounted cash flow
- Computer proficiency with a strong working knowledge of Microsoft Excel and Word. Knowledge of Argus is a plus
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Fixed Income Investment Analyst Resume Examples & Samples
- Assess relative value of a bond across the issuer’s security structure, financials industry, and across the broad investment grade corporate bond universe, with the objective of recommending investment action
- Analyze economic, financial and industry trends, and proactively communicate these findings with other analysts and portfolio managers
- Maintain contact with management and industry participants on a regular basis
- Manage a portfolio of securities drawn from your sector coverage
- Produce written reports and regular updates, as needed
- Superior research skills and the drive to develop and share investment insight from multiple angles
- Understanding of fixed income markets with a demonstrated track record of success
- Ability to work proactively and creatively in a global team environment
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Investment Analyst / Analyst Resume Examples & Samples
- Strong analytical and investment assessment skills, good knowledge of accounting, financial statement analysis, and financial modeling, some knowledge of investment documentation
- Ability to work effectively under pressure in a diverse, team-oriented environment
- Ability to problem solve, think through solutions with limited supervision, and proactively seek counsel where needed
- Excellent (oral and written) communication skills in English - fluency in other languages (e.g. French, Spanish, Portuguese) is a plus
- A willingness to travel internationally and frequently NOTE: The selected candidate will be employed either directly by AMC, which is a distinct legal entity from IFC, or by IFC itself. For External ApplicationsExternal Applicants (non-World Bank Staff) MUST NOT submit application through Job World. Please send your cover letter and resume via e-mail to AMCRecruit@ifc.org IFC Asset Management Company, LLC is an equal opportunity employer
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Investment Analyst, Oil & Gas Finance Resume Examples & Samples
- Industry and company research
- Comparable analysis
- Financial modeling and credit analysis
- Transaction and due diligence support
- Portfolio and credit monitoring
- Communication with portfolio companies
- Prepare marketing materials
- Candidate with a bachelor’s degree in Accounting, Finance or other quantitative subjects is preferred
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Investment Analyst, Commercial Real Estate Resume Examples & Samples
- Review weekly and monthly property management leasing and financial reports
- Participate in discussions with the on-site property management teams regarding operations and capital needs. Coordinate ad-hoc requests
- Bachelors’ degree required; Finance, Real Estate or Accounting strongly preferred
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Fixed Income Investment Analyst Resume Examples & Samples
- Conduct quantitative and qualitative pre-purchase analysis on identified investment opportunities and produce informative summary conclusions and investment recommendation
- Monitor portfolio performance and participate in producing projections of individual holding and portfolio performance
- Create concise and insightful performance reporting for Treasury, Executive Management, and the Board of Directors
- Partner with capital stress testing team to create projections of band performance in adverse financial and economic scenarios
