Investment Analyst Resume Samples
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Investment Analyst Resume Samples
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JL
J Lakin
Jamar
Lakin
653 Gwen Curve
Dallas
TX
+1 (555) 310 2332
653 Gwen Curve
Dallas
TX
Phone
p
+1 (555) 310 2332
Experience
Experience
Detroit, MI
Investment Analyst
Detroit, MI
Block Group
Detroit, MI
Investment Analyst
- Assist in producing client meeting materials and presentations on the economy, investment portfolio performance and individual investment manager performance
- Assist Portfolio Managers with cash management through creation of reports and updates on cash management initiatives
- Assist with the coordination and management of internal and external service providers (technology, accounting, legal, risk, compliance)
- Using established procedures and working under immediate supervision, performs or leads assigned tasks or projects
- Develop and improve frameworks for analyzing investments and macro scenarios
- Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )
- Performs preliminary and advanced work for the selection of potential investment managers
Los Angeles, CA
Alternative Investment Analyst
Los Angeles, CA
Schultz, Wuckert and Morar
Los Angeles, CA
Alternative Investment Analyst
- Research & develop functionality to support and improve complex asset types
- Work on ad-hoc assignments benefitting departmental initiatives
- Proficiency working with Microsoft Office, including advanced Excel
- Identify and implement solutions for process improvement
- Work with minimal direction and be very flexible to coordinate complex activities that are often subject to rapid or extensive changes
- Reconcile firm accounts
- Prepare month end reports for accounting
present
New York, NY
Senior Investment Analyst
New York, NY
Morissette, Reichert and Wiza
present
New York, NY
Senior Investment Analyst
present
- Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization
- Assist in developing and running various models in connection with management of the commercial mortgage loan portfolio and current valuation of loans
- Provide recommendations to senior management on how Fidelity’s processes and performance, relative to competitors, relates to specific client programs
- Conduct Q&As with FMR portfolio managers on a regular basis regarding fund performance, positioning and management philosophy
- Develop recommendations and presentations to real estate senior management on investment acquisition, development and disposition opportunities
- Work closely with product managers, senior client portfolio managers and research analysts to identify potential opportunities and threats to existing products
- Develops and maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Columbia University
Bachelor’s Degree in Finance
Skills
Skills
- Highly detail-oriented with the ability to leverage available resources to work efficiently
- Highly motivated, highly energetic, intelligent self-starter with the ability to work independently and as a member of the research team with minimal direction
- Strong IT skills with good working knowledge of Microsoft Office, including Excel
- Excellent communication and analytical skills with strong attention to detail
- Good attention to detail and analytical skills together with ability to work through tasks in a logical manner
- Adaptability and flexibility, able to respond quickly to changing demands, processes and updated information
- Strong project and relationship management skills; ability to multitask while maintaining attention to detail
- Possess strong IT skills. (in particular a strong working knowledge of Microsoft Excel, Word and PowerPoint)
- Good communication, facilitation and organizational skills. Strong attention to detail
- Ability to communicate clearly and interact effectively and professionally with a diverse group of individuals
15 Investment Analyst resume templates
Read our complete resume writing guides
1
Private Equity Investment Analyst Resume Examples & Samples
- Perform quantitative and qualitative due diligence and financial analysis on prospective investments or monitor current investments
- Develop detailed financial models
- Prepare transaction documents and write investment recommendations
- Bachelor’s degree in Finance, Economics or Accounting
- MBA and CFA are preferred
- 5-10 years of proven track record in investing and exiting private equity deals, or managing investment banking transactions
- Strong communication skills in both written and spoken English required
- Proficient in Portuguese and Spanish languages
- Drive and willingness to succeed in a diverse and matrix work environment
- Proficiency in MS Excel spreadsheet analysis and MS Word
2
Investment Analyst Resume Examples & Samples
- Assist in group effortsof investment manager search,due-diligence and selection
- Reviewing investment manager strategy, style and performance qualitatively and quantitatively
- Analyzing and evaluating investment markets, investment strategies and their impact on client portfolios
- Collaborate on projects with other analysts on ad hoc research projects
- Responding to request for proposals
- Developing investment policy statements
- Assist in developing capital market assumptions
- Performing asset allocation studies – including asset/liability studies
- Building / maintaining quantitative models
- Researching other related investment areas
- Writing due diligence reports and preparing client presentations
- Interacting with investment managers and clients as well as other analysts and consultants
- Contribute to group projects through assisting other analysts
- Additional responsibilities and tasks as necessary
- Experience with investment software – Morningstar Direct, Bloomberg, Thomson Reuters
- Ability to complete large amounts of work in short time frames
- Self-motivated with an eagerness to learn
- Ability to contribute in a team-based environment
- Have the desire,drive and creativity to find solutions
- Demonstrates excellent attention to detail
- Strong understanding of statistical concepts and portfolio construction
- Proven ability to work with Excel and Powerpoint
- BA/BS degree in Finance,Business, Economics or related discipline
- At least three years of experience in an investments related field
- Progress towards CFA designation and/or graduate degree in Businessor Finance are preferred
3
Investment Analyst Resume Examples & Samples
- Make specific investment recommendations for the Event Driven team that outperform over time
- Attend industry conferences
- Bachelor’s degree required. Finance major a plus
- 7 years of experience as an Equity or Credit Analyst, ideally in Event Driven strategies focused on Merger Arbitrage and Special Situations
- Proven track record in the industry as an Event Driven Investment Analyst
- Thorough knowledge of Event Driven strategies, including Merger Arbitrage and Special Situations, is required
- Ability to synthesize and communicate large amounts of information in succinct manner
4
Investment Analyst, Director Resume Examples & Samples
- Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
- Make specific investment recommendations for the Event Driven team that outperform over time. Build and update financial and valuation models
- Synthesize and assess financial, industry data
- Conduct primary research through industry sources
- Draft reports/notes on relevant investment themes, events, and breaking news
- Communicate with investment professionals throughout the Firm
- 12 years of experience as an Equity or Credit Analyst, ideally in Event Driven strategies focused on Merger Arbitrage and Special Situations
- MBA/CFA preferred
- Proficiency with Microsoft Excel and some modeling experience
5
Investment Analyst Resume Examples & Samples
- Primary responsibility for financial modeling and underwriting with a focus on real estate analysis and due diligence
- Support in initial deal screening with thoughtful and thorough analysis of proposed investment opportunities, including initial financial underwriting, investment structuring and market analysis
- Finalize proposed investment terms and prepare items required for initial processing of investment opportunities through Investment Committee
- Throughout the life cycle of each transaction, the Investment Analyst will be responsible for timely and accurate reporting through our pipeline/inventory management systems
- Primary responsibility for preparation of investment-specific terms for Investment Committee, including but not limited to the overall structure of the transaction and the associated risks/mitigants
- Support the Letter of Intent (“LOI”) process
- Primary responsibility for engagement and completion of the financial and tax technical reviews and sign offs
- Partner with Risk Management staff to perform detailed analysis on all underwriting elements of a transaction, including but not limited to, the following
6
Trust Investment Analyst Resume Examples & Samples
- Communicate effectively with HNW and UHNW clients and their Financial Advisors (FA) or Investment Representative (IR) regarding their trust, agency or custodial accounts
- Interpret and implement legal terms of trust instruments, court orders and other trust related legal agreements
- Communicate effectively with attorneys, accountants and other professionals in assisting clients
- Review each relationship at least annually to ensure compliance with trust terms, proper fee allocation, proper documentation, etc. (Compliance/Legal requirement)
- Complete and/or review IRG forms in preparation for Regulation 9 investment reviews as well as monitor investments in conjunction with the Investment Group
- Monitor and report excess and overdrawn cash and correct as needed
- Draft and present discretionary distribution memos to Management Review Committee as required
- Review trust documents to determine income/principal distribution
- Act as liaison between client, FA/IR and the Personal Trust Investment Group, Trust Operations, Special Assets and Tax
- Oversee and execute client bill payment, tax payments and any other disbursements for the benefit of beneficiaries or the trust
- Undergraduate degree or commiserate experience required
- Graduate degree and/or law degree preferred
- Certifications such as CFP, CTFA, CFA preferred
- At least ten years’ experience as a personal Trust Officer
- Advanced knowledge of trusts including all charitable vehicles such as unitrusts, annuity trusts, lead trusts, private foundations, estate planning, and trust taxation
- Knowledge of trust investment portfolio strategies
- Demonstrated analytical, decision-making and effective problem resolution skills
7
Alternative Investment Analyst Resume Examples & Samples
- Process Client Subscriptions into funds
- Process Client Redemptions out of funds
- Process capital calls from client accounts to the Funds
- Update client statements for position valuations received from the fund
- Process Financial Advisor Compensation & fees
- Position transfers into/out of firm as well as across accounts
- Apply distribution monies received from the funds to the client accounts
- Reconcile firm accounts
- Reconcile all client positions & valuations
- Reconcile Financial Advisor Compensation
- Reconcile client distribution and redemption proceeds
- Prepare month end reports for accounting
- Prepare Key-Risk- Indicator metrics
- 3-5 years of experience in the financial services industry
- Proficient in the Microsoft suite of products (Excel, PowerPoint, Word, Access)
- Excellent attention to detail and follow-up
8
Investment Analyst Resume Examples & Samples
- The Investment Analyst’s primary responsibility is to generate returns for clients. They are responsible for company and industry analyses as well as the initiation of investments following from such analyses
- Company analyses include an assessment of a company’s operations and strategic positioning as well as an evaluation of its long-term intrinsic value. This work requires information gathering from a number of sources including company material, trade groups, outside consultants and contacts with company management, customers, suppliers, and competitors
- Industry analyses include studying industries in depth by identifying and evaluating key factors that drive long-term industry evolution and value creation
9
Investment Analyst Resume Examples & Samples
- Conduct research and analysis
- Assist with trade execution across asset classes
- Create investment proposals and investment performance reviews for clients and prospects
- Genuine interest in financial markets, investments and macro-level economic trends
10
Investment Analyst Resume Examples & Samples
- Update and maintain proprietary financial models
- Support Portfolio Managers in Fund/SMA management role
- Listen/read quarterly conference calls and other relevant company presentations
- Update and maintain proprietary company models
- Produce initial company write-ups and financial models for new offerings or coverage expansions
- Identify trends in energy and power value chain
- Gather, maintain and present on specific aspects of energy value chain during weekly meeting
- Participate in marketing meetings, including IPO roadshows, diligence meetings and existing client calls
- Knowledge of financial analysis, valuation, and advanced financial modeling
- Strong written, oral, and interpersonal communication skills
- Multi-tasking and prioritization of duties
11
Investment Analyst E&p Specialist Resume Examples & Samples
- Monitor energy value chain fundamentals
- Prepare weekly, monthly and quarterly reports on portfolios and energy value chain
- Acquire in-depth understanding of companies on personal coverage list as well as those of other team members
- Conduct one-on-one meetings with senior management at conferences and IPO roadshows
- Suggest potential investment ideas to Portfolio Team
- Build and update slides associated with Quarterly Market Update
- Assist with and potentially lead development and materials for existing and prospective Tortoise funds/SMAs
- Lead weekly Portfolio Team Roundtable Discussion
- Maintain Portfolio Team calendars, subscription services and Tortoise Indices
- Lead special projects as needed
- Deep understanding of energy industry dynamics
- Proactive problem solving, strong analytical skills, critical thinking abilities
- Ability to work independently and in a team environment
- Bachelor’s degree in finance, accounting, economics or other investment related field
- CFA Charterholder or MBA
- 5+ years of investment management, finance, or energy related experience
- 3+ years of E&P experience
12
Investment Analyst Resume Examples & Samples
- Solid understanding of the HOLT model across all sectors
- Experience with Axioma Risk Optimization Tool a plus
- Prior knowledge of SQL a plus
- Progress towards an MBA or CFA a plus
13
Class of Summer Intern Guggenheim Investments Junior Investment Analyst Intern Corporate Credit Resume Examples & Samples
- Dedicated work ethic
- Should be team orientated
- Interest in investing
- Should be a current junior undergraduate student
14
GAM Investment Analyst Resume Examples & Samples
- Extensive experience in writing market commentaries and articles
- Possess in-depth knowledge on Macroeconomics , industries, accounting and valuation
- A good team player with high degree of responsibility and integrity
- Able to work under pressure with tight deadlines and schedules in a dynamic and challenging environment
- Good command of Chinese and English
- Relevant China securities association certificates required
- Bachelor Degree and above
15
Junior Investment Analyst Energy Resume Examples & Samples
- Strong interest in investing
- Proficient in Microsoft Excel, financial analysis, valuation and advanced financial modeling
- Ability to comprehend complex financial concepts
- Ability to grasp bigger picture from many details
- Highly motivated, resourceful and proactive
- Ability to work in a dynamic, collaborative, team-oriented environment
- Bachelor’s degree in Economics, Finance or Accounting
- Demonstrated track record of educational/career achievement
- Individuals working towards CFA designation preferred
16
Investment Analyst, Index Resume Examples & Samples
- Distributes data to internal partners and prospective clients
- Bachelors of Science degree in a Business or Computer Science related field required
- Progress towards an advance degree or investment certifications preferred
- SAS/SQL programming experience a plus
17
Investment Analyst Chief Investment Office Resume Examples & Samples
- Develop frameworks for straight through content and timely segment customized content
- Work with the Merrill Edge team to develop value proposition and curation of content
- Partner with a wide variety of constituents to produce and execute investment commentary. This individual will need to partner to determine what IMG offers and how it may be best delivered through the channels (online, call center based, client facing) as well as incorporated into marketing activities
- Champion the Edge client base needs within the IMG organization and create and adapt content that will differentiate Merrill Edge in the marketplace
- Coordinate with investment product managers to increase awareness of IMG research and materials and how it may impact the fundamental usage of financial products distributed to Edge customers
- Understand the Edge customer segmentation and identify the opportunities to differentiate our research recommendations from competing broker/dealers
- Work with internal product specialist sales force and product marketing to improve overall advisor knowledge and improve client experience
- Some travel required.Qualifications Required Skills & Abilities
- Bachelor’s degree in business or economics. MBA or CFA is a plus
- [5-7] years related experience in financial services with a strong track record of business success and performance
- Knowledge of financial markets and investment strategy and macro economics
- Able to design guidance solutions for Mass Affluent customers. Willing to play both strategy/planning and detailed execution role
- Proven ability to engage and influence senior executives, establish and maintain collaborative partnerships and provide thought leadership to strategic decisions
- Superb relationship management and communication skills that include excellent listening and consultative capabilities
- Strong customer centric focus
- Series 7 and 66 license preferred but firm can sponsor
18
Private Wealth Investment Analyst Resume Examples & Samples
- Develop and service UHNW client segments and the next generations and beneficiaries
- Develop, profile, and qualify new prospective clients through UHNW client acquisition strategies
- Implement GBWM process utilizing current tools and technologies for clients and prospects
19
Real Estate Investment Analyst Tax Credit Funds Resume Examples & Samples
- Creates, maintains, and updates checklist of outstanding due diligence items. Ensures all documentation received is captured by the Document Management System and the internal database is updated
- Reviews third party market studies and appraisals for accuracy, considers the information included within the reports, determines reasonableness and support for conclusions reached in the reports, and communicates decisions with supporting documentation
- Prepares market analysis through research of local market conditions, identification and research of comparable properties, and review of data from site visit. Prepares competitive supply comparisons and concludes appropriate rents for prospective properties by conducting field research and reviewing third party data
- Reviews operating budget for reasonableness and completeness and compares to portfolio averages, other comparable properties, third party estimates and information from national reporting sources. Contacts tax assessors, insurance agents, and utility providers to independently confirm expense estimates
- Analyzes background of development team and reviews performance of development team's portfolio. Identifies and researches weaknesses in development team background. Analyzes financial capacity of sponsors through review of financial statements and tax returns
- Prepares an Investment Package which summarizes all data points and findings. Presents findings to internal investment committee. Responds to queries from prospective investors regarding the proposed investment
- Company's working structure, policies, mission, and strategies
- Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC)
- Fundamental concepts, principles and practices of the real estate industry
- Principles of banking and finance industry operations
- Communicating effectively both orally and in writing
- Real estate investment risk analysis
- Real estate financial projections and reporting
- Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
- With limited guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
- With some guidance/supervision, identify required tasks, develop timelines and execute
- Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
- Gather data from multiple sources, review, and accurately input data into various spreadsheets or database
- Proactively demonstrate readiness and ability to initiate action
- Project a positive, professional image both internally and with external business contacts
- Assume full responsibility and accountability for own actions
- Bachelor's Degree (B.A.) in business, finance, accounting or related field and some real estate experience
20
Investment Analyst Global Financials Resume Examples & Samples
- The Investment Analyst’s primary responsibility is to generate returns for clients. They are responsible for company and industry analysis as well as the presentation of these investment ideas to the portfolio managers
- Company analysis includes an assessment of a company’s operations and strategic positioning as well as an evaluation of its long-term intrinsic value. This work requires information gathering from a number of sources including company material, trade groups, outside consultants and contacts with company management, customers, suppliers, and competitors
- Industry analysis includes studying industries in depth by identifying and evaluating key factors that drive long-term industry evolution and value creation
- The work requires significant individual initiative, organizational skills, and creativity. It is expected that the Investment Analyst will be the expert in their research subject area
21
Investment Analyst Resume Examples & Samples
- Bachelors degree in finance or a related field
- MBA or MBA/JD degree
- Minimum 10 years of experience
- CFA or CAIA desirable
- Advanced skills in MS Suite
22
Investment Analyst Resume Examples & Samples
- Bachelors in Finance or other related fields
- 6 months to 2 years Asset Management or Wealth Management Client Services/Operations
- Excel is a must
23
Business Development & Investment Analyst Resume Examples & Samples
- As part of the Investment Team, assisting in managing and monitoring GMG's Assets which would involve
- Essential
- Exceptional analytical and quantitative skills
- Modelling experience and basic knowledge of company valuation - DCF, LBO, etc. would be an advantage
- Proficiency with Microsoft Excel and Microsoft PowerPoint
- Basic knowledge of macros and sensitivity analysis would be an advantage
- Strong presentational skills and ability to perform research and work on projects independently
- Multi-tasking and experience of working on several projects simultaneously
- Ability to work in teams across different functional areas especially in collaboration with Finance, Tax and Accounting
- Core Competencies
- Strategic flair
- Commitment to operational excellence
- High emotional intelligence and maturity
- High personal integrity/commitment to diversity
24
Credit Investment Analyst to Associate Resume Examples & Samples
- Provide Investment Analysis Corporate Credit and Securitization products
- Monitoring of Investment portfolio of the bank
- Minimum 2 year working experience in Commercial Bank of Investment Bank based in Japan
- Credit / Securitization product experience
- Credit Investment experience at Global Investment Bank based in Japan
25
Senior / Intermediate Investment Analyst Resume Examples & Samples
- Provide quantitative and qualitative analytical support to the Investment Management department’s manager oversight responsibility, including
- Assist with monitoring of existing manager performance
- Participate in strategic analysis of new investment concepts and market developments to be used potentially in new product development
- Assist in the 15c contract renewal process for all sub-advisors
- Assist with miscellaneous sub-advisor/investment projects as assigned, working with members of the fund accounting, operations, and legal departments
- Along with SVP/CIO of Investment Management and other members of the investment team, represent the investment management department at Board meetings and
- Build relationships with our sub-advisors to enhance fund monitoring and provide additional leadership within the investment management function
- As needed, participate and contribute to committees within Transamerica Asset Management (TAM), including the Administrative Valuation Committee, which has the responsibility to determine the net asset value for the funds, the Trade Oversight Committee, the Investment Committee, the Product Development Committee, the Investment Risk Committee and other committees as assigned
- Senior Investment Analyst requires generally 5 years relevant work experience (preferrably with investment manager research) and CFA designation
- Intermediate Investment Analyst requires a minimum 2 years relevant work experience (preferrably with investment manager research) and CFA designation either currently held or in the process of completing the 3rd level
- Effective interpersonal communications skills
- Knowledge of securities and mutual fund industry
- MBA or related Master’s degree (Economics, Finance, Accounting, etc.)
- Familiarity with investment databases, including Morningstar, FactSet, and eVestment
26
Lead Investment Analyst Resume Examples & Samples
- Produce timely and accurate analytical reports, on an as-needed basis
- Assist with new manager searches and screening
- Provide insight and ideas regarding potential new products
- Participate in competitive analysis and assist in producing reports for senior management and business units
- Investment Committee meeting as needed. Ask questions of our sub-advisors to assist in the Board's review of investment managers
- Will travel to visit new and current investment managers at various locations
- Bachelor’s Degree in investment or finance-related field (i.e. Economics, Finance, Accounting, etc.)
- Senior Investment Analyst requires generally 5 years relevant work experience (preferably with investment manager research) and CFA designation
- Intermediate Investment Analyst requires a minimum 2 years relevant work experience (preferably with investment manager research) and CFA designation either currently held or in the process of completing the 3rd level
- Ability to write clearly and concisely in a variety of business-related formats
- Highly ethical and professional demeanor
- 2-3 years of Investment manager research experience preferred
27
Intermediate Investment Analyst Resume Examples & Samples
- Bachelor Degree, preferably in finance, mathematics, or related field
- Advanced degree and/or appropriate professional certifications (i.e. CFA, FRM) is strongly encouraged
- Significant knowledge of derivatives products, investment processes, valuation models, and databases/trading systems
- Highly developed quantitative, analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
- Self-motivated, proactive, and works well under pressure
- Knowledge of or experience with Murex, Aladdin, or similar systems strongly preferred
- Minimum 4 year degree with 0-2 years of experience
- Strong financial acumen and passion for learning the derivatives industry
- Existing exposure to derivatives in a confirmation, settlements, collateral, or accounting function will receive strong consideration
- This position will have a heavy focus on listed derivatives trade support and various reporting functions
- Minimum 4 year degree with 2-4 years of experience
- Existing experience with OTC derivatives in a trade support function strongly preferred but experience in confirmations, settlements, collateral, or accounting with a strong aptitude for trade support will be considered
- This position will focus on both listed & OTC trade support along with involvement in project implementation
- Aptitude for understanding valuation of derivatives a must
28
Co Op Business Investment Analyst Resume Examples & Samples
- Conduct business/data (e.g. sales results and trends) analysis
- Run forecasting models to provide management with insight to the firm’s financial results
- Research assignments (e.g. competitive landscape)
- Assist with various presentations and communication materials
- Project tracking
- Sales support
- Support the development of new business growth strategies
- Strong MS Excel (experience with Macros an asset), PowerPoint and Project
- Leadership and team player roles
- Investment knowledge
- Business background is preferred
- Adobe experience
- Strong Computer Knowledge
29
Investment Analyst 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 on properties ranging from ground up developments to stabilized operating assets
- Participate in the property budget and strategic plan process
- Coordinate property appraisal process and review quarterly appraisals for accuracy
- Provide on-going and quarterly portfolio level reports (insurance, rollover, tenant surveys)
- Analyze economic, legal, political and market conditions within assigned areas
- Support the transaction due diligence and closing processes
- 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
- Bachelors degree required; Finance, Real Estate or Accounting strongly preferred
- The ideal candidate would have at least one to two years of work experience in a related field
- Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types
- 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
- Knowledge of Argus is a plus
- Strong organizational skills and attention to detail with ability to manage multiple projects simultaneously
30
Intern, Investment Analyst Resume Examples & Samples
- Knowledge of quantitative methods
- Ability to work effectively both individually and within a team environment
- Ability to work with a sense of urgency to meet deadlines and address competing priorities
- Experience working with Investment Managers
- Minimum of 0-6 months of experience in an investment research or related role preferred
- Equivalent education and experience will be considered
31
Investment Analyst Resume Examples & Samples
- Review and process complex transactional information on Aegon Asset Management’s portfolio of fixed income and equity securities
- Analyze and resolve principal and interest differences with custodial banks and other internal teams
- Reconcile, investigate variances and adjust securities holdings information within the Investment Accounting system, Trading system and Custodial Bank systems
- Analyze income for appropriateness on all current securities holdings, research variances and work with internal and external groups to make needed adjustments
- Assist in or lead the completion of customer service requests with exceptional service levels
- Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document complex securities. issues
- Contribute ideas for, and implement, improvements to efficiency, accuracy and controls in relation to assigned work, projects or other process enhancements
- Using established procedures and working under immediate supervision, performs or leads assigned tasks or projects
- Assist in the completion of customer service requests with exceptional service levels
- Demonstrate a basic understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document securities issues
- Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document complex securities issues
- Bachelor’s degree in Finance, Accounting or other business related field or equivalent work experience is required with 0-2 years of experience
- Working knowledge of investments preferred
- Candidate must be proficient in Microsoft Office (Word, Excel, Power Point and Access)
- Candidate must have strong analytical skills and be able to work independently and in a team environment
- High attention to detail and a deadline driven attitude is required
- Strong oral and written communication skills are recommended
- Bachelor’s degree in Finance, Accounting or other business related field or equivalent work experience is required with 2-5 years of experience
- Candidate must be very proficient in Microsoft Office (Word, Excel, Power Point and Access)
32
Investment Analyst Resume Examples & Samples
- Develop and improve frameworks for analyzing investments and macro scenarios
- Support development of top down overlays e.g. rates, FX and spread risk positioning
- Identify investment opportunities e.g. by identifying potential mispricing of asset classes, macro/political trends etc
- Help organize and develop macro/economic models and database
33
Investment Analyst Resume Examples & Samples
- Preparing reports and various analysis for client reviews including asset allocation analysis, performance overviews, and product specific analysis
- Preparing proposal materials and providing insight on client accounts and situations via Monte Carlo simulations, implementation plans, and proprietary platform proposals
- Researching and providing updated information on managers on Citi’s investment platform for Investment Counselor use
- Series 7 and Series 66 – to be completed prior to or shortly after employment begins
- Knowledge of financial markets and products on a broad level, primarily centered around traditional investments (Equities, Fixed Income, etc.) as well as some understanding of alternative investments (Hedge Funds, Private Equity, Real Estate)
- Primary emphasis on knowledge of investment vehicles related to Private Bank clients such as mutual funds, ETFs, separately managed accounts, alternatives funds, limited partnerships, etc
- Proficiency in Microsoft Office products, particularly Excel and Power Point, and general tech proficiency and ability to pick up new software and concepts quickly
34
Lead Investment Analyst Resume Examples & Samples
- Daily publishing and reconciliation of cash balances on Aladdin
- Providing cash information to Client Services and Front Office
- Communicating cash issues to Front Office, Portfolio Risk Control, and other impacted data consumers
- Settling trades with brokers and counterparties
- Investigating and resolving settlement issues
- Compiling and publishing settlement metrics
- Assisting with the setup of portfolios and bank accounts
- Issue resolution and communication (as required)
- 5+ years of related experience in investments, banking or cash management
- Proven leadership ability
- Very strong customer service skills
- Ability to handle multiple tasks and priorities, detail oriented, accurate, and analytical
- Strong computer skills, including proficiency with Microsoft Excel and Access
- Working knowledge of fixed income products and investment processes preferred
35
Private Equity Investment Analyst Resume Examples & Samples
- Perform due diligence and analysis of private equity 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 the US and Canada, but the investment analyst will also be working on due diligence projects in Europe
- 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 private equity 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 and energy 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 North America; meet with clients, consultants and prospects as required; communicate investment strategies and criteria
36
Investment Analyst Resume Examples & Samples
- Support the team in San Francisco and Europe in evaluating & executing investments, including sourcing, diligence, financial & valuation analysis, memo preparation, and post-investment management and reporting
- Complete industry research, construct competitive analyses, build and maintain financial models and performance tracking worksheets
- Assist with the coordination and management of internal and external service providers (technology, accounting, legal, risk, compliance)
- Develop an understanding of BBVA Group to identify opportunities for BBVA in the innovation ecosystem, and to guide portfolio companies in partnering with BBVA
- Other miscellaneous activities for BBVA Ventures and BBVA’s Digital Banking team
- Bachelor’s degree with demonstrated academic excellence
- 2+ years of professional experience in private equity, investment banking, corporate development or other relevant experience preferred
- Strong financial analysis and valuation skills
- Understanding of startups, information technology trends and an interest in fintech
- High intellectual curiosity, superior organizational, preparation and analytical skills, strong work ethic, creative and strategic thinker, results driven, ‘go-getter’ with a can-do attitude, high morale with an ability to work independently, strong time-management skills and ability to prioritize and multi-task
- Excellent communication and presentation skills (both verbal and written)
- Consensus builder, collaborative and persuasive temperament
- Capability to connect with entrepreneurs, investors and company executives
- Fluency in English required, fluency in Spanish is a plus
37
Investment Analyst Resume Examples & Samples
- Learn and perform daily production at a high level of accuracy; including but not limited to tasks such as Quality Exception Reviews,
- Perform business analysis to determine best practices within daily production/projects
- Work specifically with Team Lead on initiatives around continuous improvement, improving data quality with a focus on customer service
- Highly developed analytical, problem solving, organizational, and communication skills are required
- Process improvement mindset
- Security level risk analytics experience preferred (but not required)
- Proven ability to collaborate with a variety of internal and external parties to understand customer. needs and ensure positive outcomes for our clients
- Strong organizational skills with the ability to handle multiple assignments
38
Investment Analyst Resume Examples & Samples
- Expense Comparable Analysis
- Sensitivity Analyses
- Structure transactions in a manner to mitigate overall transaction risks to RBC and its investors
- Responsible for completion of the Investment Summary, including but not limited to, the following: Identification and Disclosure of all Investment Highlights and Primary Risks and Mitigants, Market Study Analysis, Financing Terms, Guarantees and Tax Risk Identification
- In conjunction with diligence staff, prepare and submit all documentation required to ensure timely and efficient closing and funding
- Follow best practices for the Investment production function, including timely follow-up on any outstanding diligence items and ensuring the developer’s needs and concerns related to closings are fully addressed
39
Investment Analyst Resume Examples & Samples
- Our Performance Measurement and Attribution Group is responsible for calculating, reviewing, and analyzing portfolio performance. We are looking for an Investment Performance Analyst to contribute in the Asset Operations Department. The successful candidate will assist our team in measuring and analyzing the investment performance for a wide array of investment vehicles
- Use financial data from various systems to calculate and analyze performance results for asset classes including public and private fixed income, commercial mortgage loans, equities and alternative investments
- Analyze and interpret data for the purpose of determining contributing factors to performance results in comparison to benchmarks for users who must make economic or business decisions
- Apply analytical and financial product knowledge and judgment to complex activities
- Complete customer requests with excellent service levels
- Work effectively with other departments or divisions to ensure business issues are resolved for the success of the organization
- Demonstrate a basic understanding of the flow of information, systems, and reporting tools, and use that knowledge to troubleshoot problems
- Contribute ideas for and assist in implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects or other process enhancements
- Bachelors’ Degree, preferably in Finance or related field
- Advanced degree or progression toward appropriate professional certifications is preferred (i.e. CFA, FRM, CIPM, etc.)
- 2Working knowledge of investment products preferable
- Ability to prioritize and work on multiple projects and assignments with limited supervision
- Strong customer service skills, with a focus on continuous improvement
- Strong analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
- Working knowledge of desktop tools such as MS Word, Access, and PowerPoint
- 3-5 years’ relevant experience
40
Investment Analyst Resume Examples & Samples
- Ensure accuracy and quality of client specific information held in the database for your clients
- Ensure delivery is in an accurate and timely manner. Active engagement in production monitoring and quality assurance processes
- Ensuring an ongoing high level of client service, meeting deadlines, accuracy, prompt turnaround of queries and pro-active client dealings
41
Senior Investment Analyst Resume Examples & Samples
- Prepare for and attend sourcing, approval and monitoring meetings with private equity, venture capital and real asset fund managers. Document all pertinent information/issues derived from meetings
- Make regular presentations to investment team, including approval recommendations to the investment committee
- Track and monitor manager/portfolio performance on a quarterly basis, including the assembly of portfolio transparency reports and other assigned statistics for fund managers. Input/maintain databases of manager holdings, exposures and other relevant information
- CFA or CAIA certification preferred
- Completion of an analyst program (one or more years) with an investment bank or private equity firm or one or more years of experience relevant to evaluation of traditional and/or alternative investment managers
- Outstanding communication skills and a diplomatic interpersonal manner
- Capacity to travel extensively - both domestically and internationally
- Exceptional personal qualities including
42
Alternative Investment Analyst Resume Examples & Samples
- Receive pricing from various administrators and update product processor across all funds
- Work on ad-hoc assignments benefitting departmental initiatives
- Client Service oriented with the ability to create relationships throughout Operations, Technology and various business lines
43
Senior Investment Analyst Resume Examples & Samples
- Screening Investment opportunities
- Solid track record in Global Investment Bank, Global Hedge Fund or Global Asset Management company
- Minimum 7 years experience in Japanese Equity Research
- Native level fluency in written and spoken Japanese and Fluent English
44
Senior Investment Analyst Resume Examples & Samples
- Finding new managers (using search tools and industry knowledge)
- Ongoing due diligence (quantitative and qualitative)
- Placing managers on review or manager termination
- Contract and fee negotiation
- Positioning investment managers with RMs and Clients
45
Investment Analyst Resume Examples & Samples
- Analyze and evaluate rent rolls and operating statements of properties being considered for sale to determine feasibility and valuation
- Prepare discounted cash flow analyses for various income producing properties
- Research, analyze, and evaluate market feasibility for various real estate transactions
- Review and summarize tenant leases and articulate issues/concerns in a clear and effective manner
- Convey all particulars of a transaction (financial projections, market and location issues and tenant analysis, etc.) in formal written format, for marketing materials presented to clients
- Assist in the preparation of final marketing materials and underwriting for sales transactions
- Assist in collecting and evaluating required due diligence for sales transactions to include; make necessary inquiries to clients to ensure that required information is provided in a timely and effective manner
- Contact appraisers, brokers, and research firms for real estate comparable information
46
Investment Analyst Resume Examples & Samples
- Asset Allocation Research
- Master of Business Administration or masters degree in economics or finance or equivalent education and related training
- Strong analytical and spreadsheet skills
- Excellent communication skills - written and verbal
- Independent working style and the ability to work well on a team
- Enrollment in the Chartered Financial Analyst program
- Proficient computer skills
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Investment Analyst Resume Examples & Samples
- Present findings and investment recommendations for team leaders
- Collaborate with investment professionals and participates in investment research meetings to stay abreast of marketplace dynamics
- A completed CFA qualification would be an advantage
- Strong PC skills and proficiency in MS Office applications
- Self-motivated, creative and independent person who is able to multi-task and take initiatives in his/her daily work
48
Investment Analyst Resume Examples & Samples
- Settling trades with brokers and counterparties, working with the Front Office as needed
- Communicating settlement issues to Front Office, custodians, and other impacted parties
- Investigating and resolving cash discrepancies by working with banks and other groups within Asset Operations
- Assisting with the set-up of portfolios and bank accounts
- 1- 3 years’ experience in investments or a related industry
- Demonstrated, organizational and communication skills
- Addresses issues in a timely and professional manner
- Experience with Aladdin desired
- Working knowledge of desktop tools, including experience with Microsoft Excel and Access
- 3+ years of related experience in investments or a related industry
- Strong analytical, problem recognition and resolution, organizational, and communication skills are required
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Investment Analyst Resume Examples & Samples
- Work closely with Senior Investment Analysts
- Research industries and maintain relevant information in databases, spreadsheets, charts and graphs
- Review company financials and monitor news developments
- Build and maintain earnings models for individual companies
- Interview corporate managers about business and financial strategies
- Work with Wall Street on the latest securities offerings
- Monitor market movements through daily meetings with portfolio managers
- Make investment recommendations
- Bachelors degree with a concentration or major in Accounting and/or Finance, Economics or equivalent
- Minimum of 3.5 GPA
- This is an entry level role for recent college grads (2014/2015)
- At least one related internship preferred
- Excellent communications skills
- Ability to write clearly and concisely
- Ability to work both independently, and as an integral member of a team
- Proficiency in MS Office applications, (Excel, Word and PowerPoint) & ability to learn new applications
50
Investment Analyst Resume Examples & Samples
- 3-4 years experience in real estate investments, preferably with Pan- European exposure
- Minimum 2:1 Degree in a quantitative subject from a top university (Preferably Russell Group)
- Excellent modelling skills
- 2nd European Language Strongly Preferred
51
Institutional Investment Analyst Resume Examples & Samples
- Strong analytical skills and significant coursework in business- and finance-related mathematics
- Basic knowledge of financial strategies and the ability to learn and understand the features/benefits of TIAA-CREF products and services
- Proficiency with PCs and Microsoft Office products (Word, PowerPoint) and other presentation-related software such as Adobe Acrobat. Must have mastery of Excel
- Detail orientation, accuracy, and the ability to critically review work are key traits for this position as the Client Support Specialist will be closely involved in developing materials for senior client management
- Ability to work with minimal supervision. Must be self-motivated and show examples of initiative in past roles
- The ability to work in and across a small team is also critical
- Must comply with all regulatory requirements and remain in good standing with regulatory agencies
- Bachelor’s degree in business with concentration in Finance is preferred along with a strong interest and aptitude for investing
- 1-3 years’ experience in similar support role, especially working in the institutional defined contribution plan sponsor space, is a plus
- Familiarity with Morningstar software products also a plus
- Excellent communication, time-management, problem-solving, and decision-making skills
- Industry certifications and designations are encouraged as part of professional development
- Requires little to no travel
52
Private Client Investment Analyst Resume Examples & Samples
- Minimum 5 years of experience in a financial services organization required
- CFP or CWS enrollment or designation required
- Minimum 5 years of experience using industry standard planning tools and software (ex. Naviplan) required
- Solid knowledge of marketable securities, investment products and financial planning concepts in order to provide portfolio analytics and financial support through technological tools and software
- Strong analytical and financial analysis skills
- Ability to perform financial and economic analyses utilizing various planning tools and software level (expert in Naviplan) and effectively explain cause and effect as well as formulate supportable conclusions
- Advanced computer skills and expert level knowledge in other financial databases
- Ability to think through problems and develop solutions
53
Investment Analyst Resume Examples & Samples
- Dealing with custodian and relevant banks to ensure asset processing
- Engage with Compliance to assist in data reporting for CBI
- Work with the Operations and risk team to define the reporting requirements both internally and regulatory
- Proactively work with the various teams to ensure appropriate controls are in place
- Develop an understanding for ongoing operational monitoring
- Investment macro research
- Company and credit specific investment research
- Balance sheet analysis with skills to identify strengths and weaknesses
- Scenario based analysis
- Quality Report generation for use by the Investment Team
- Investment presentations to investors
- Skills to identify areas of value
- Ability to engage and trade with Investment Banks and others
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Investment Analyst, Prudential Capital Group Resume Examples & Samples
- Candidate with a bachelors degree in Accounting, Finance or other quantitative subjects is preferred
- Excellent analytical and accounting skills
- Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
- Strong writing, interpersonal and communication skills
- Business related experience preferred, but not required
55
Msim-private Equity Investment Analyst Resume Examples & Samples
- Financial modelling and valuation
- Assisting in company due diligence
- Assisting in identifying, hiring and managing external advisors
- Assessing and executing new transactions
- Assisting other team members to measure and monitor the performance of portfolio companies, as well as helping to implement operational changes
- Previous experience in Investment Banking (M&A, Leveraged Finance) from a tier one investment bank or advisory boutique
- Strong analytical and financial modelling skills as well as commercial acumen
- High energy and motivation to work on the buyside
- Proactive, with an ability to take on a high degree of responsibility and to execute critical work streams with limited supervision
- Outstanding interpersonal skills and a strong team ethic that will enable the candidate to build and maintain a broad network within the global MSPE team as well as with advisors, consultants, industry experts and partners
- Fluent in English; additional European languages considered a plus
- All-round M&A experience (origination, execution, due diligence, financing) is a plus
- Sector experience (Business Services, Consumer & Retail, Industrials and Healthcare) is beneficial
- Degree educated (or equivalent) with superior academic record
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Investment Analyst Resume Examples & Samples
- Conduct investment analysis and apply quantitative and qualitative screening guidelines on the investment options offered in institutional defined contribution retirement plans
- Apply portfolio construction algorithm to build and update asset allocation portfolios for institutional defined contribution retirement plans
- Help create and maintain all necessary documentation of processes and guidelines
- Assist in development of quarterly market commentary and investment related marketing and training materials
- Assist with investment research projects analyzing usage, performance and trends of investment services
- Serve as primary support position for operations manager and product manager
- Conduct analysis of competitors’ products and positioning
- Help analyze and resolve production issues
- Bachelor’s or advanced degree in finance, economics, or related discipline or equivalent education/experience
- 3 years of investment-related experience, preferably in the retirement plan industry
- CFA charterholder or CFA candidate preferred
- Excellent Microsoft Office skills (Excel, Powerpoint, Word)
- Able to effectively manage multiple concurrent work streams and competing priorities
- Highly motivated
- Thrives in fast-paced environment
57
Investment Analyst Resume Examples & Samples
- Research and monitor all companies and industries in the portfolio as well as comparable companies. Understand the economic drivers that will determine the valuation of the investments
- Keep up-to-date with market developments (e.g. movements in the economies of relevant countries, commodity prices, disasters, weather, wars) and consider the implications on the performance of the investments
- Working closely with Credit Risk Management department and Front Office, analyse financial information (income, balance sheet, and cash flow statements) relating to companies in the portfolio and other comparable companies
- Recommend actions to correct any mispricing in the portfolio
- Perform pre-trade reviews, focusing on the pricing of the investments
- Conduct monthly portfolio valuation review meetings with Front Office, Credit Risk Management, and other stakeholders
- Prepare reports for the portfolio valuation review meetings
- Support the valuation governance process by preparing and analysing materials for the regular global valuation governance forums, ensuring materials are suitable for the targeted audience. This encompasses product valuation compliance reviews and valuation reserve methodology reviews
58
Investment Analyst Resume Examples & Samples
- Develop financial models for both current and target assets
- Perform market research and analysis for acquisition, development or disposition initiatives
- Perform various due diligence functions
- Two or more years of financial analysis experience is required
- A bachelor's degree in Finance, Economics or Real Estate is required
- Advanced proficiency in Microsoft Excel and ARGUS
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Prudential Mortgage Capital Company Summer Investment Analyst Resume Examples & Samples
- Candidates must be pursuing a Bachelors degree in Finance, Real Estate or other similar major
- Ideally have a minimum GPA of a 3.2
- Familiarity with MS Office applications, (Excel, Word and PowerPoint) & ability to learn new applications
- Excellent communications skills
- Willing to travel up to approximately 10% of the term of the internship
60
Managed Investment Analyst Resume Examples & Samples
- Support the LatAm Managed Investment Sales team, on all administrative and strategic items including but not limited to
- Managed Investment business analysis and sales operation
- Enhance current reporting of sales and redemption process of managed investments in a way that allows the team to develop and report on in-depth reviews and analysis of key business indicators
- Liaison with several internal teams, primarily with the Global Managed Investments (GMI), Finance and Investments COO teams to ensure proper communication flows, accurate reporting & messaging
- Responsible to provide data and analysis for periodic reviews with Citi Private Bank investments management teams regarding the Latin America Managed Investments business. Ensure that the Managed Investments team keeps a strong sales and sales management focus
- Identifying key issues, building fact base, performing quantitative and qualitative analysis (e.g. client/product profitability analysis, financial analysis) to identify key areas of opportunities
- Developing insights and identifying strategic alternatives and create detailed action plans for implementation. Perform modeling and statistical analysis to support decision making process
- Responsible to support / coordinate the Plan, FCST and OL process
- Managed Investments team coordination
- Point person from the Managed Investment Sales team for GMI platforms functionality and within the Latin America Citi Private Bank team. Lead the coordination and rollout of platform improvements, investment tools
- Coordinate liaise with Supervisory Principals (SP) in regulatory matters, to ensure the managed investments business is in compliance with required Investment Product Program and implementation of any new policies and procedures
- Coordinate with investment product Due-Diligence and Product Support teams within GMI
- Coordinate with the Managed Investments Sales Team in Latin America and Globally the launch of product
- 3- 5 years’ experience in the Financial Services Industry
- Ability to lead and drive controls across the products and functions irrespective of reporting lines
- Competence in working through complex organizations to solve problems and deliver client satisfaction
- Basic knowledge of a wide range of asset classes and the investment management industry
- Excellent communication skills (verbal / written /proposal) to all levels
- Travel: 5-10%
- License Series 7, 66
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Cmbs Investment Analyst Resume Examples & Samples
- Bachelor’s Degree in Finance, Accounting, Economics or equivalent concentration
- 3-5 years of experience in mortgage bond analysis, fixed income and fund investing with an understanding of the wider financial environment
- Strong command of MS Office software with advanced Excel knowledge
- Strong financial modeling knowledge
- Multi-national corporation experience
62
Investment Analyst Resume Examples & Samples
- Conduct fundamental research to underwrite potential investments across asset classes including equity, credit, hard assets, and private investments
- Construct detailed financial models on individual securities
- Communicate with hedge fund managers and industry experts to formulate investment theses
- Monitor existing investments by maintaining company models and updating position-level investment scenarios and risk/reward expectations
- Draft and deliver investment memoranda for presentation to the BSOF Investment Committee
- Conduct research on the macro and micro factors that may impact potential investments
- Experience from a leverage finance or M&A program beneficial
- Strong accounting and financial modeling skills
63
Investment Analyst Resume Examples & Samples
- Provide strategic input as a key member of the IAM team in New York; participate in investment decisions as required
- Participate in transactions (sourcing and execution in the Americas region) including due diligence and financial modeling. Conduct financial analysis, risk analysis and quantitative support for transaction team
- Assist in managing portfolio assets held by the UBS International Infrastructure Fund and successor funds
- Inspect/visit portfolio assets on a regular basis; monitor and evaluate asset performance and continue to review asset valuations
- Provide support to the marketing team to assist in fundraising efforts
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ABS Investment Analyst Resume Examples & Samples
- 1+ year of advanced Financial Analysis experience in both Asset Securitization and other Financial Assets
- Solid Asset Backed Securities background
- Previous experience with Modeling, Mortgage, and Valuations
- Experience with Bond and Loan Valuation
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Investment Analyst Resume Examples & Samples
- Invest portfolios in accordance with guidelines and target allocations
- Liaise and coordinate with trading, operations, compliance, and client service areas
- Monitor portfolio performance and asset allocation guidelines
- Prepare customized performance reports and assist with quarterly client reviews
- Ensure appropriate implementation of strategy across client portfolios
- Work closely with research and investment manager due diligence teams, based out of New York, to support the fiduciary channel
- Assist in the initial and annual review of client accounts
- Support research related projects
- The Role Holder will serve as support and backup for the Senior Portfolio Manager
- The Role Holder will assist in the organization and operation of the Trust Investment Committee
- The Role Holder will also work closely with Barclays Wealth Investment Representatives
- BA/BS Degree
- Academic background in finance or economics
- The successful candidate will have good interpersonal skills, in order to effectively and persuasively communicate with clients, IRs and internal colleagues
- The successful candidate is organized, possesses strong financial analytical skills, and can prioritize effectively
- Ability to communicate and work collaboratively with both internal and external clients is imperative
- Good working knowledge of portfolio management, investment management implementation and financial theory is important
- Familiarity with Excel and PowerPoint is a must
- Interest in pursuing a CFA is desirable
- The right candidate will have a strong command of the MS Office Suite of applications and should have experience using principal and income trust accounting systems
- The right candidate will be able to synthesize a number of client requests and effectively organize and prioritize effective and professional responses
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Senior Investment Analyst Resume Examples & Samples
- 5+ years of experience in research
- Independent thinker
- Passion for long-term, fundamental investing style
- Proven creativity in alpha generation
- Experience working on the buy side, sell side, or an independent research firm
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Investment Analyst Resume Examples & Samples
- Valuation analysis of potential acquisitions of institutional quality multi-family, industrial, office and retail properties
- Lead the creation of thorough and concise investment packages that are presented to the Invesco Investment Committee, performing and providing all support for assumptions utilized during the process
- Effectively identify and articulate the major risks associated with an investment opportunity in both verbal and written format
- Perform and provide expertise on all aspects of the financial modeling, focusing on unleveraged, leveraged and structured analysis of institutional real estate. Verifiable Excel modeling expertise is a significant advantage
- Research and formulate corporate tenant credit analysis using multiple resources including financial statements and other online financial services
- Conduct due diligence and research market conditions including physical assessment, location assessment, rent comparables, sales comparables and replacement costs
- Coordinate with internal functions within Invesco Real Estate to complete the due diligence process
- Minimum of 2-3 years of experience in the underwriting of equity investments in commercial real estate
- Must be a power user of Argus and Excel, with skill level verified through an externally administered exam a significant advantage
- Must have excellent writing skills, demonstrated via submitted samples
- Must have strong quantitative analysis skills
- Must have strong organizational and verbal communication skills
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Im-high Yield Investment Analyst Resume Examples & Samples
- No more than two years of work experience following completion of undergraduate program
- Candidate must hold a Bachelor's degree in Business, Finance, Economics or related field with a minimum overall GPA of 3.2. Resumes submitted without a GPA will not be considered
- Strong accounting knowledge and spreadsheet skills
- Ability to manage multiple tasks and projects
- Outstanding analytical skills/quantitative proficiency
69
Investment Analyst Resume Examples & Samples
- Analyze and research industry data to describe current and long-term trends
- Conduct valuation analysis across industries including, but not limited to; financial services, manufacturing and utilities
- Provide recommendations based upon research findings; valuations, trends, risk assessment, etc
- Bachelor’s degree in Accounting, Business, Finance, or related
- Self-starter with the ability to work in a collaborative/team environment
70
Investment Analyst Resume Examples & Samples
- Creating and implementing operating protocols to effectively monitor investments and execute on business plans
- Performing financial analysis of investment assets
- Building relationships with key stakeholders including partners, advisors, lenders, lawyers and accounts
- Participating in committee discussions that provide strategic guidance
- Performing research projects on issues relevant for our portfolio
71
Investment Analyst Resume Examples & Samples
- Develop an automated process to update Investment Management materials
- Responsible for the Board of Director materials (performance and commentary outputs)
- Participate in the Annual 15-C process
- Responsible for the Investment Review & Risk Committee process
- Maintaining relationships with asset manager partners
- Attend and participate in 3rd party asset manager meetings
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Investment Analyst, Endowments Resume Examples & Samples
- Prepare for and attend meetings with third-party investment managers. Document all pertinent information derived from the meetings to be stored in a central database
- Assist in the sourcing/approval process and the development of formal investment memos
- Assist in the monitoring process through tracking and analyzing existing managers’ performance, exposures and risk metrics
- Generate portfolio and manager level reports
- Provide timely market data to the investment team
- Complete special projects as assigned by the CIO, co-CIO, Senior Investment Managers and Investment Managers
- Assist with client reporting as needed
- Completion of a Bachelor’s degree in Business, Finance, Economics or a field of study related to investments by date of hire (Summer of 2016)
- Fundamental understanding of and demonstrated interest in investments and capital markets
- Desire to pursue or progress towards a CFA or CAIA designation preferred
- Strong Excel skills required; Experience leveraging VBA preferred
- Must be willing to relocate to Houston, Texas
- Covariance will not sponsor visas for this position and will not hire individuals whose work eligibility is based on their F-1 or other student visa status. Candidates must be authorized to work in the United States on a permanent basis
- Demonstrated strong written and verbal communication skills
- Ability to prioritize as well as multi-task
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Investment Analyst Resume Examples & Samples
- Ongoing monitoring and tracking of hedge funds, private equity, mutual funds, ETFs, options and equities
- Assisting in writing daily newsletter sent out to clients that covers global equity, fixed income, and commodity markets as well as relevant news stories and earnings reports
- Monitoring and analyzing existing portfolios as well as creating proposals for new portfolios
- Sourcing and analysis of new investment opportunities, including hedge funds, private equity, mutual funds and ETFs
- Two years work experience within Finance
- Great written and oral communication skills
- Passion for investing and following the financial markets in depth
- Ability to work well as part of a cohesive team
- High level of proficiency in Microsoft Excel, PowerPoint and Word
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Investment Analyst, Commercial Mortgage Resume Examples & Samples
- Provide analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, property valuation, borrower credit review, and preparation of loan briefs for investment committee approval
- Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities, sensitivity analysis, analysis of the risks and mitigating factors of potential investments, due-diligence review, preparation of authorization memos, and loan closing
- Interact professionally with internal credit, legal and loan origination personnel and externally with borrowers, third-party service providers, rating agencies and bond investors
- Provide mentoring and assist with training of first year analysts
- Bachelors degree required, preferably in Finance, Real Estate, Accounting or other similar major
- 2-3 years of prior experience in the real estate and/or finance field is mandatory with working knowledge of Fannie Mae and/or Freddie Mac multifamily programs
- Demonstrated interest in capital markets and commercial real estate
- Strong organizational skills and attention to detail with the ability to manage multiple projects simultaneously
- Computer proficiency with a strong working knowledge of Microsoft Excel, Word and PowerPoint, and the ability to learn new and proprietary applications
- Excellent communication, team work and interpersonal skills
- Willingness to travel up to approximately 10% of the time
75
Investment Analyst, Market Risk Management Resume Examples & Samples
- Bachelors degree in Mathematics, Engineering or related field with coursework indicating a breadth of interests and abilities
- Strong quantitative skills (experience involving data analysis in an investment, risk or actuarial assignment is a plus)
- Basic understanding of fixed income markets, derivatives and/or portfolio asset liability management is desirable
- Strong reasoning and excellent written communication skills
- Demonstrated effectiveness working independently and in multi-disciplinary teams in a dynamic environment
76
Responsible Investment Analyst Resume Examples & Samples
- Providing analysis and research on ESG investment issues, and working with the investment managers to incorporate this within the investment process
- Assisting and supporting the implementation of the Sustainable Ownership investment framework
- Assisting in building external relationships in the areas of Sustainable Ownership, including engagement with investee companies and working with other shareholders
- Contribute to firm-wide investment debate with specific reference to Sustainable Ownership
- Graduate degree in a numerical, financial, analytical or ESG related subject
- CFA Level 1 or other industry qualifications and/or finance/ESG related Master's level degree preferable
- 1-2 years work experience working within an investment management/consultancy organization in a front office role, ideally as in an analyst capacity
- A good understanding of general investment analysis, and the decision making process that is involved
- Broad knowledge of the integration of environmental, social and governance factors and why their consideration is important in the investment process
- Good verbal, written, research and communication skills including the ability to communicate complex work to a wider audience
- Genuine interest and enthusiasm for investments and Sustainable Ownership
- Confident in dealing and building relationships with internal and external stakeholders
- Organizational skills including project work
- Ability to deliver to deadlines
- Good report writing and presentation skills
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Junior Investment Analyst for Long Shorty Equity Resume Examples & Samples
- Hong Kong based position
- Long Short Equity Investment on Japanese Equities
- Conduct Financial Statement analysis
- Minimum 3 year experience in Investment Bank, Hedge Fund or Private Equity company in Japan
- Investment Analyst experience at Global Hedge Fund
78
Investment Analyst Resume Examples & Samples
- Evaluates and analyzes the performance of investment managers and asset class composites for the Endowment and other University programs
- Collects, calculates, and analyzes statistical information on investment managers
- Assists the Chief Investment Officer on asset allocation, rebalancing, and liquidity analysis
- Provides investment research to the senior staff in support of investment action taken by the Investment Office
- Performs preliminary and advanced work for the selection of potential investment managers
- Participates in reviewing, interviewing, and hiring investment managers
- Works with staff to analyze risk metrics for various investment strategies and collectively for the Endowment
- Maintains performance databases; recommend database enhancements to assist in reporting and analysis
- Maintains market value and cash flow database, associated with private investments
- Communicate to senior staff key developments in private market partnership holdings
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Research Investment Analyst Resume Examples & Samples
- Produce original research that supports the formation and evaluation of investment strategy and new products
- Prepare research opinions and briefs on individual transactions in the Americas
- Create/update research spreadsheets
- Analyze property markets across real estate sectors (office, retail, industrial, apartment, hotel, senior housing, self storage, etc.) and major cities
- Prepare presentations for senior management
- Fulfill research requests from internal and external clients
- Support senior staff in research projects and production of relevant deliverables
- Track economic, capital market and investor capital flow trends that will assist the formation of strategic house views
- Contribute to global research initiatives
- Bachelors degree required; economics, urban studies, or other research-related field of study is desirable; minimum GPA of 3.0 is required
- Previous internship and/or work experience in a related field is strongly preferred
- High interest in research and market analysis
- Excellent analytical, quantitative and spreadsheet skills
- Detail-oriented with ability to manage multiple projects simultaneously
- Strong written and interpersonal communication skills
- Experienced user of Microsoft Word, Excel, and PowerPoint
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Investment Analyst, Commercial Mortgage Resume Examples & Samples
- Provide superior analytical support to senior member of the team on a wide variety of assignments, including financial statement modeling, industry research, monitoring portfolio credits, and assisting in special projects as necessary
- Assist with all aspects of the corporate credit underwriting process, including spreading financial statements, review of the financial statement footnotes, reviewing supplemental information, reviewing covenant packages, researching industries, comparable company analysis, analysis of the risks and mitigating factors of potential investments, various due-diligence, and preparation of credit memos
- Monitor covenants and provide servicing support on the unsecured REIT/REOC portfolio
- Assist with general account portfolio research requests/projects
- At times, assist with general account reporting, analysis, and update portfolio exhibits
- High level of collaboration and partnership with loan origination personnel, portfolio managers and externally with borrowers, rating agencies and other investors
- Development of strong credit, underwriting, and financial statement analysis
- Exposure to various commercial property types (multifamily, industrial, retail, office, hotel) and REIT/REOC investments
- Exposure to a wide range of industries and markets across the United States
- Development of modeling and analytical skills
- Direct interaction with senior members of the team, senior management, clients, and co-investors
- Bachelors degree required, preferably from a top undergraduate business, mathematics, finance, or related program. A concentration in Mathematics or Finance is preferred
- Demonstrated interest in capital markets, finance and commercial real estate
- Computer proficiency with a strong working knowledge of Microsoft Excel and Word, and ability to learn new and proprietary applications
- Prior experience in the finance field is a plus
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Investment Analyst / Associate Resume Examples & Samples
- 1+ year of Investment experience in Asset Management or a related financial field
- Bachelor’s degree (or expected 2016) with a strong academic record from a top institution
- Strong grasp of Statistics, Economics, and Quantitative Analysis
- Undergraduate majors in a Quantitative or Finance / Economics-related discipline
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Investment Analyst Resume Examples & Samples
- 1+ year of experience with Investment Manager Due Diligence of Traditional Investments
- Thorough understanding of Risk Management, Fund Sizing, and implementation within Portfolio Construction
- Fundamental enthusiasm for Investments and the ability to evaluate new investment managers and strategies
- Microsoft Office/Suite proficient (Excel, PowerPoint, Word, etc.)
- Solid critical thinking skills
- Alternative Investments experience
- Familiarity with Bloomberg, Morningstar Direct, and BackStop Solutions
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Investment Analyst Resume Examples & Samples
- Assisting with the management of cash to maximise return on cash balances within the limits set out by internal risk procedures and policies
- Assisting in the production of annual budget data and information
- Assist with the management of delivery of all accounting journals, relating to the relevant accounting cycles, adhering to all internal and external controls consistent with tight monthly deadlines
- Contributing to the review of process documentation in accordance with various documentation standards
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Investment Analyst Resume Examples & Samples
- Provide business analysis, technical, and customer service skills to support DMO customers with enterprise data issues / reporting needs
- Participating as a business subject matter expert for reporting training, and represent reporting users on warehouse and reporting projects
- Facilitating enhancements on key data applications
- Provide support for end users during critical business windows and facilitate solutions for customer inquiries / issues
- Perform quarter end scheduling and support activities
- Perform Data Management Operational activities on the Markit platform as well as in Aladdin and PAM
- Special project work
- Daily interaction with a large group of end users in AAM and Transamerica
- Detail-oriented and a time conscious individual with excellent communication and organization skills preferred
- Four-year accounting or finance degree required
- 1-2 years of relevant experience preferred
- Ideal candidate needs strong analytical, communication and computer skills
- Desired traits: Flexible, well organized, deadline oriented, analytical and self-motivated
- Candidates should be very proficient in the Microsoft office suite
- Reporting tool experience is preferred
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Investment Analyst Resume Examples & Samples
- Bachelors Degree, preferably in Finance or related field
- 2+ years of relevant experience to be considered at the level I or 3-5 years at the level II
- Working knowledge of investment products
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Investment Analyst Resume Examples & Samples
- Prefer CFA Level 1 passed or planned enrollment in the program
- Strong Excel and Access skills with SQL and VBA experience preferred
- 1- 2 years Leadership Experience (informal or formal)
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Investment Analyst Resume Examples & Samples
- 2+ years of Investment Analysis experience
- Previous experience Modeling and Trend Analysis
- Private Equity background
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Investment Analyst / Associate Resume Examples & Samples
- Graduating Senior or 1-2 years of investment experience in asset management or a related financial field
- Bachelor’s Degree (or expected 2016) with a strong academic record
- Strong grasp of statistics, economics, and quantitative analysis
- Ability to work independently and prioritize work flow
- Comfortable with multitasking
- Degree in quantitative or finance/economics-related discipline
- Progress or interest towards earning CFA designation
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Investment Analyst Resume Examples & Samples
- Analyzing characteristics of insurance products in support of liability driven portfolio Strategic Asset Allocations and Marginal Asset allocations
- Assessing portfolio investment performance and analyzing the drivers of results
- Evaluating the characteristics of insurance or other liabilities in support of investment policy development
- Evaluating and executing Alternative investments
- Assisting in the development of market derivative strategies
- Investigating trends or developments in various industries and sectors of the Global economy
- Evaluating and executing highly structured transactions
- Investigating trends in interest rates across borrowing sectors and across countries
- Bachelors degree required in a highly quantitative discipline such as (statistics, mathematics, finance, economics, business, computer science, accounting, etc.) is preferred
- Minimum 1-3 years of Financial Services industry experience
- Ability to develop complex data models in Excel is required
- Individuals on a CFA track are highly preferred
- Exposure to computer programming (any high level language) is a plus
- The ideal candidate is motivated, confident, curious, and enjoys being challenged and works well individually and in a team
- Strong communications, analytical, organizational and negotiating skills
- Excellent structured problem solving and the ability to explain results (both oral and written)
- Ability to comfortably interact with internal and external counterparties
- Previous experience in finance, investments, credit analysis is preferred
- Previous experience in Fixed Income, Derivatives, or Alternative Investments (Private Equity, Hedge Funds, Real Estate, etc.) is high preferred
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GSO Investment Analyst Resume Examples & Samples
- Assertiveness and confidence critical for role
- An understanding of credit, in particular Leveraged Finance and/or Restructuring marketplaces
- Deep knowledge of accounting and finance
- A desire to work in a team environment, often under pressure
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Senior Investment Analyst Resume Examples & Samples
- Either CFA or Master in Finance or related field
- Two to five years of related work experience
- Excellent quantitative and analytical skills with a firm understanding of investment theory and financial markets
- Excellent oral and written communications skills with good presentation skills and ability to analyze and explain complex financial data and concepts
- Strong interpersonal skills and the ability to interact in a professional manner with outside investment professionals and various internal departments
- Intellectual curiosity and a proactive nature with a demonstrated ability to perform in an unstructured environment
- Demonstrated desire and ability to perform in a collaborative, team-oriented work environment
- Solid organizational skills with an ability to work in a self-directed fashion and manage multiple projects within defined deadlines
- In-depth knowledge of Microsoft Office (particularly Excel and Access) and experience with other investment software (Bloomberg, Factset, etc.)
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Investment Analyst Resume Examples & Samples
- Solid knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments
- Strong written / verbal / proposal communication skills
- Soft skills include a can-do attitude, sense of ownership and a team-player approach
- Strong Business English skills required
- Arabic language skills
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Investment Analyst Resume Examples & Samples
- Assists the Portfolio Management Field by creating investment proposals for client use. Investment Proposal process includes, but is not limited to
- 3+ years experience in investment management field
- Experience with investment management/fee based model and various types of investment solutions, preferred
- Exceptional writing, editing, presentation and design skills
- Experience managing an internal corporate intranet site
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Intermediate Investment Analyst Resume Examples & Samples
- Security Master Review/ Setups and reviewing analytics
- Participate and set high expectations of self and team on daily production and projects
- Provide excellent customer service to all clients and internal customers
- Highly motivated individual with 1-3 years’ experience in a similar industry
- Microsoft Office (Word, Excel, Outlook), minimal knowledge of SQL and VBA preferred
- Highly motivate individual with 3-5 years’ experience in a similar industry is preferred
- Security level risk analytics experience preferred
- 1- 2 years Leadership Experience (informal or formal) preferred
- CFA Level 1 passed preferred
95
Investment Analyst, Commercial Mortgage Resume Examples & Samples
- A Bachelors degree, preferably in Finance, Real Estate or other similar major
- Prior experience in the commercial real estate and/or finance field is preferred
- Knowledge of multifamily lending programs (Fannie Mae, Freddie Mac, and/or FHA experience) is a plus
- Willing to travel up to approximately 10% of the time
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Investment Analyst, Greater China Property Resume Examples & Samples
- Working closely with the Investment team in generating models, valuation and deal analysis for the group's real estate clients
- Evaluate potential strategic investment and drive deal execution including research, due diligence, financial modeling and valuation
- Work with different parties to drive deal execution process
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Impact Investment Analyst Resume Examples & Samples
- Conduct impact investing research and analysis, including regular dialogue with internal and external specialists
- Develop compelling mainstream impact investment themes and regularly communicate views in written and verbal form
- Support internal impact investing education initiatives
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Liquid Alternative Investment Analyst Resume Examples & Samples
- Demonstrated analytical skills, with an understanding of performance measurements
- Have strong written and oral communication skills
- Ability to multi-task and manage tight deadlines across various projects
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Senior Investment Analyst Resume Examples & Samples
- Develop and present product information on behalf of the investment management teams to prospective clients and home office gatekeepers/analysts
- Identify potential areas of opportunity to sell and retain Invesco’s investment strategies on institutional platforms
- Such as retirement/pension plans (Defined Contribution and Defined Benefit), Sub-Advised opportunities and Retail Wrap programs and recommended lists
- Meet and interact frequently with end-clients and gatekeepers and analysts to understand which Invesco investment strategies may be most beneficial, given their existing product platform or program structures
- Primary responsibility for developing and maintaining relationships with investment consultants at Morningstar, Ibbotson, Mesirow and S&P
- Build relationships with closed end analyst community and support Invesco’s closed end business by hosting quarterly closed-end conference calls, fielding analyst community inquiries, tracking analyst community coverage of Invesco’s closed-end funds
- Coordinating and overseeing dissemination of statistical information on Invesco’s closed-end funds, coordinating annual closed-end analyst conference and assisting in ad hoc projects/issues in relation to closed-end funds
- Perform and/or coordinate custom research and analysis to obtain and retain assets
- Work closely with product managers, senior client portfolio managers and research analysts to identify potential opportunities and threats to existing products
- Add transparency to Invesco’s product evaluation and development, and risk monitoring processes for home office personnel and Invesco’s distribution channels
- Develop unique, creative analytical materials to position Invesco’s capabilities and products in the marketplace
- Stay current with product branding and positioning developments to ascertain that funds are sold accurately and with the appropriate message
- Minimum five to ten years’ work experience in the investment advisory or investment management industry
- Ten plus years of experience in investment related or investment product field within financial services industry
- Prior experience in product management or client portfolio management roles is strongly preferred
- Must exhibit appropriate knowledge of Excel, Word, PowerPoint, industry software such as Morningstar, Lipper and Zephyr and appropriate internal attribution and performance systems
- Must be able to interpret investment attribution reports
- Must have extensive investment product knowledge across Invesco product spectrum
- Strong written and oral communications skills, must be able to present on a variety of investment products with investment analysts/gatekeepers and financial advisors
- Investment management experience or strong understanding of financial markets, investment concepts, styles and issues; must be able to communicate effectively on investment issues
- Ability to establish relationships with internal colleagues from national accounts, institutional business development and all field distribution channels
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Investment Analyst Resume Examples & Samples
- BA/BS degree in Finance, Economics, Real Estate or related
- 2-4 years financial analysis/investment analysis experience
- Extensive classroom or work experience in financial modeling
- Intermediate to advanced finance background
- Strong organizational and interpersonal skills; self-starter attitude
- Strong time management skills, and an ability to manage multiple time-sensitive projects simultaneously
- Partnership tax accounting and tax credit program knowledge preferred
- Real estate background preferred
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Senior Investment Analyst Resume Examples & Samples
- Provide business analysis, technical, and customer service skills to support DMO customers with enterprise data issues / needs
- Participating as primary business subject matter expert for critical data project(s), mapping data elements, ensuring appropriate metadata is captured, and rules are defined for every data field needed
- Act as a conduit with the business on remediation procedures for critical enterprise data
- Facilitating discussions and documenting the future state workflow and processes for the DMO team as we improve and automate our processes
- Responsible for understanding the data needs of end state customers and delivery of production solutions for their respective data scope
- Bachelors Degree, preferably in Finance or related field. An advanced degree and appropriate professional certifications preferred
- 4+ years experience in the institutional securities industry with working knowledge of fixed income products and investment processes
- 4+ years of Investment Data Management preferred
- SQL and MDM tool experience is preferred
- Process improvement experience, specifically green belt is preferred
- Highly developed analytical, problem solving, organizational, and communication skills required
- Thorough understanding of databases and/or investment trading systems and processes. Working knowledge of how data flows within the Investments Division preferred
- Ability to work independently and on several assignments simultaneously required
- Expert knowledge of desktop tools such as MS Word, Excel, and Access required
- Bachelors Degree, preferably in Finance or related field required. An advanced degree and appropriate professional certifications is preferred
- 2+ years of experience in the institutional securities industry with working knowledge of fixed income products and investment processes
- 2+ years of Investment Data Management preferred
- SQL and MDM tool experience preferred
- Thorough understanding of databases and/or investment trading systems and processes. Working knowledge of how data flows within the Investments Division is preferred
- Ability to work independently and on several assignments simultaneously
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Investment Analyst Resume Examples & Samples
- Assist others and lead the completion of customer service requests with exceptional service levels
- Initiate and lead implementation of improvements to efficiency, accuracy and controls in relation to assigned work, projects or other process enhancements
- Bachelor’s degree in Finance, Accounting or other business related field or equivalent work experience is required with a minimum of 5 years of experience
- 5-10 years working knowledge of investments mostly fixed income products
- High attention to detail and a deadline driven attitude. Strong oral and written communication skills are necessary
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Lead Investment Analyst Resume Examples & Samples
- Ensure processes are documented and the controls are functioning
- Ensure compliance with internal risk policies and controls and maintain evidence in an effective manner. Lead and/or assist with implementation of regulatory changes, industry best practices, and internal risk and control policies
- Partner with the Client Service team for onboarding and reporting
- Facilitate the onboarding and product implementation process
- Work with reporting team and other impacted business units to continually improve current reporting, including both the processes involved and reporting design
- 5+ years experience in a financial services firm. Fixed income preferred
- High level of responsiveness
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Senior Investment Analyst Resume Examples & Samples
- Experience in investment research, consulting, or asset management preferred
- Strong written and verbal communications skills, including expressing views clearly and concisely
- Ability to complete large amounts of quality, detail-oriented work in short time frames and work under pressure
- Ability to evaluate a problem then suggest and implement solutions
- Self-starter with a passion for researching various asset classes
- Demonstrate proficient computer skills including the use of Microsoft Office Suite, Morningstar, Bloomberg, etc
- Proactive, resourceful, accurate and results oriented
- Professional designations such as CFA, CAIA, CIMA, or AIF preferred
105
CLO Investment Analyst Resume Examples & Samples
- Review legal documentation and trustee reports
- Run Intex models and evaluate results by considering quantitative and qualitative factors
- Track and evaluate CLO manager performance
- Present trade ideas / credit recommendations to portfolio management team
- Build out technology/analytics/infrastructure for global CLO trading
- Interact with structured asset and leverage finance teams
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Investment Analyst Resume Examples & Samples
- Support experienced analysts and consultants in all aspects of work servicing existing clients and prospects
- Research investment issues and topics such as commission recapture programs, securities lending policies and soft dollar arrangements
- Prepare performance monitoring client reports which includes
- Minimum of 1 – 3 years of relevant experience
- Relevant experience in a financial / investment consulting, insurance or pension environment working in an analyst capacity is preferred
- General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
- Business and investment industry acumen
- Highly organized and results-orientated individual, strong attention to detail and accuracy
- Demonstrated problem solving skills, ability to make decisions and develop solutions
- Strong mathematical and financial analysis skills, demonstrated ability using financial spreadsheet and investing programs
- Ability to multi-task, work under tight deadlines and adaptable to changing business needs
- Advanced knowledge of Microsoft Excel (e.g., array and look-up formulas)
- Thorough knowledge of MS Office Suite: Microsoft PowerPoint and Word
- A keen desire to learn; and
- Must have a positive attitude combined with a desire to contribute to the success of Aon
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Senior Investment Analyst Resume Examples & Samples
- Demonstrate your research and analytical skills, apply your knowledge to our clients’ long range investment strategies and build upon your knowledge and expertise in institutional investing
- Support consultants in all aspects of work servicing existing clients and prospects
- Prepare presentations on investment topics (e.g. investment fundamentals, manager selection and manager structure)
- Review and amend governance documents (e.g. statement of investment policies and procedures, and terms of reference)
- Review investment structures of plans
- Conduct searches for investment managers or CAP providers
- Review the investment beliefs of clients
- Review investment strategies for institutional clients
- Write conclusions and recommendations and other sections in investment reports
- Peer review and validation work done by junior investment analysts
- Minimum of 3-5 years of relevant experience
- Relevant experience in an investment consulting environment
- Experience working as an analyst with institutional investments / pensions
- Must be a highly motivated, self-starter, customer-service and team-oriented individual
- Knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
- Strong research and analytical skills
- Ability to establish and develop relationships with stakeholders, colleagues and clients
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Investment Analyst Resume Examples & Samples
- A high level of enthusiasm for investing, and a willingness to learn about and evaluate investment strategies
- Strong demonstrated writing skill
- Strong verbal and interpersonal skills to interact effectively with financial consultants, internal business partners, and outside investment managers
- Self-starter capable of solving problems and managing projects from start to finish. Must be highly motivated with a strong work ethic and a will to succeed
- Series 7, 66, and 24 preferred
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Investment Analyst Resume Examples & Samples
- Licensing: Series 7, 63 and 65 or 66
- BA degree with a concentration in economics, finance, business administration, commerce accounting, or similar quantitative field
- At least 3 years of prior professional experience or related occupation
- A solid fundamental knowledge of investments
- Able to work without direction
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Senior Investment Analyst Resume Examples & Samples
- Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies
- Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools
- Education: Masters degree or higher
- Strong Business English skills required, a second language ideal
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Investment Analyst, Portfolio Analytics Resume Examples & Samples
- Bachelor's degree in Finance, Accounting or related field strongly preferred
- Minimum of 2 years experience in a finance or accounting related discipline
- Understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return (IRR), present value/discounted cash flow
- Strong quantitative skills and demonstrated analytical ability
- Strong organizational skills and attention to detail with ability to manage multiple projects and staff, simultaneously
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Alternative Investment Analyst Resume Examples & Samples
- BS or BA in finance, business or related field. MBA or MS in Finance desired
- 4-6 years of financial analysis. Investment analysis experience is preferred
- Series 66 (or 65and 63), CAIA, CFA desired
- Strong and demonstrated Microsoft Outlook and Microsoft Office Suite skills, especially Word and Excel with the ability to quickly learn any existing or new software used by the Alternative Investment department. The analyst needs to have working knowledge of Morningstar, Zephyr, or other comparable programs a plus. Needs to be able to navigate Morningstar within within 3-6 months of hire date
- Ability to prioritize and multi-task and work in a team environment as well as independently. Able to manage deadlines and tasks in order to meet deadlines and accomplish goals
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology
- Effective communication skills and able to relay information well in both written and verbal form. Good interpersonal interaction and able to work well with others
- Uses solid logic and reasoning to identify complex problems; review related information and develop options and implement solutions
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Wealth Management Investment Analyst Resume Examples & Samples
- Bachelor’s Degree in in Finance, Economics, Computational Finance, Econometrics, Financial Engineering, Quantitative Finance, Engineering, Physics, Math or related degree
- 4-10 years of experience in investment management
- Previous employment at RIA/wealth management firm, investment bank, hedge fund, asset management firm or investment consultant required
- Experience in asset allocation, capital markets & economic strategy, manager due diligence and evaluation and quantitative techniques (performance attribution, risk analysis and portfolio construction)
- Advanced proficiency in MS Excel and PowerPoint necessary
- Technical expertise in Morningstar Direct and/or Zephyr, Factset, Bloomberg
- Experience with Orion and Envestnet preferred, but not required
- CFA or completion of at least Level II Exam required
- Must be comfortable in client facing role supporting Wealth Managers
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Investment Analyst Resume Examples & Samples
- Provide analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, property valuation, borrower credit review, and preparation of loan briefs for investment committee approval
- Assist senior members of the team with all aspects of the loan process, including initial structuring, underwriting, closing and asset management
- Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities, sensitivity analysis, analysis of the risks and mitigating factors of potential investments, due-diligence review, preparation of authorization memos, and loan closing
- Provide mentoring and assist with training of first year analysts
- Bachelors degree required, preferably in Finance, Real Estate or other similar major
- Minimum 1-2 years of prior experience in the real estate and/or finance field is highly preferred with working knowledge of Fannie Mae and/or Freddie Mac multifamily programs
- Strong organizational skills and attention to detail with the ability to manage multiple projects simultaneously
- Excellent communication, team work and interpersonal skills
115
Budget & Investment Analyst Resume Examples & Samples
- Strategic planning, goal setting, and preparation of interagency guidance to facilitate information sharing
- Using budget tools to move interagency government programs forward
- Conducting business case analyses
- Implementing organizational performance measurements and associated performance improvement programs
- Advising senior government leadership on effective approaches to strategic and budget challenges
- Applying in-depth knowledge of federal laws, policies and planning guidance documents to craft budget documents
- Strategic, performance, and budget planning to support organizational objectives
- Analyzing and summarizing National Intelligence Program Authorization and Appropriation Acts
- Creating program and budget performance assessments and forecasts
- Drafting responses to Congressionally Directed Actions
- Providing expert guidance on programmatic topics
- Writing correspondence, position papers, talking points, and other documents assigned by government lead
- Analyzing an IC program/budget/financial issue and summarizes its implications for senior government leadership
- Preparing and verifying the accuracy of budget exhibits and financial actions in compliance with federal laws and policies
- Must be a US Citizen** **Must currently hold a TS/SCI with Poly**
- 7 -10 years of demonstrated experience in budget planning, programming, execution or evaluation supporting the Federal Government, including at least 5 years in an IC or DoD element
- In-depth understanding of Intelligence Community or DoD Programming, Planning, Budgeting and Execution processes, timelines, and documents
- Demonstrated understanding of the OMB guidance documents that drive the preparation of budget requests
- Experience preparing CBJB or CJB inputs and resource exhibits
- Experience in drafting programmatic documentation, such as guidance, and/or participation in an ODNI programmatic study, the outcome of which impacts budget decisions
- Possess understanding of the roles of OMB, ODNI, and IC agencies in the budget development process
- Advanced proficiency in Microsoft Excel to assess very large volumes of resource information
- Proficiency in Microsoft (Word, PowerPoint, Access, and SharePoint)
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Investment Analyst Resume Examples & Samples
- Undergraduate degree in Finance or Accounting or a related specialty from a top reputed university
- Solid and relevant experience of a minimum of 2 (two) years gained in the IFC investment side or another leading financial institution either in project finance, corporate finance, M&A and privatizations, or private equity funds in infrastructure
- Knowledge of overall industry sector trends and experience in infrastructure transactions/PPPs in Africa with a proven track record
- Strong analytical and conceptual skills and ability to communicate ideas clearly and confidently
- Good presentation skills both written and oral
- Willingness and ability to travel on short notice and frequently, as required; and
- Excellent oral and written communication skills in English. French is an added advantage
- Only online applications are accepted: do not email your application to the hiring manager or the HR contact (even if you have applied online), as it will be neither acknowledged nor accepted
- The hiring manager will contact only short-listed candidates for interviews
- Do not call/email to find out the status
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Investment Analyst Resume Examples & Samples
- Create financial models
- Conduct industry and market research and assist in IFC’s business development efforts in the MAS sectors
- Prepare documentation for IFC internal processes
- Establish and maintain quality client relationships to ensure responsive client service and to enhance new business opportunities
- Bachelor’s or equivalent degree
- At least 2 years of experience in finance, banking or consulting
- Ability and willingness to travel
- Fluent in English. Knowledge of Mandarin or other languages a plus
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Investment Analyst Resume Examples & Samples
- Conduct industry and market research and assist in IFC’s business development efforts
- Work closely with sector engineers on benchmarking of technical performance of IFC power generation projects
- Work closely with management on evolving strategy for investment in the sector, drafting power point presentations and evaluating portfolio performance to improve profitability and impact for IFC in the sector
- Organize workshops and conferences for business development and disseminate lessons learned internally
- Experience in a financial institution (2+ years) with a proven track record
- Experience in infrastructure-related projects will be a plus
- Fluent in English; other languages a plus
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Investment Analyst Resume Examples & Samples
- Participate in investment negotiations and due diligence for prospective investments
- Prepare project-related documents for internal and external audiences
- Participate in all aspects of IFC’s project processing cycle from project development to disbursement
- Help supervise investments in portfolio companies and manage internal IFC procedures including preparation of portfolio reports and related information
- Support CTTVI's Investment Officers on a global basis
- Coordinate closely with IFC’s business risk functions to ensure maintenance of the highest environmental and social, and integrity standards
- Work in close coordination with industry and regional IFC colleagues
- Periodic travel may be required
- 2-5 year experience in investment banking, consulting or PE/VC, or Business Development with a technology company, preferred
- Strong financial, analytical and modeling skills
- Strong interest in developing markets, venture investing and emerging technology areas
- Strong familiarity with financial software applications (e.g. Microsoft Office suite, research and financial databases, etc.)
- Excellent communication and presentation skills; and
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Investment Analyst Resume Examples & Samples
- Elaborate pitchbooks and proposals for clients
- A bachelor’s degree from a renowned university (preferably with a specialization in Finance, Business, or Economics; – (enrollment in the CFA program is a plus)
- Experience in a financial institution (2+ years) with a proven track record and with international exposure desired
- Demonstrated quantitative, financial analysis and modelling skills
- Proactive, initiative taker
- Ability to manage and complete multiple projects/tasks simultaneously and to meet deadlines under pressure
- Keen interest in emerging markets beyond Mexico
- Willingness and ability to travel on short notice as required
- Excellent oral and written communication skills in both English and Spanish
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Investment Analyst Resume Examples & Samples
- Prepare monthly and quarterly investment performance and analytic reports for clients utilizing investment reporting systems and written client reports
- Prepare various types of investment manager screens and analytic candidate reports used in recommending investment strategies to clients
- Portfolio optimization development using capital market assumptions and investment allocation systems
- Assist in producing client meeting materials and presentations on the economy, investment portfolio performance and individual investment manager performance
- Assist in the investment research process, including; scheduling and participating in investment manager research interviews
- Client relationship management and oversight; including client meetings and conference calls
- New business development: assisting marketing team in various aspects of the sales process, campaigns and RFP preparation
- Investment management designations and progress towards (CIMA, CFA and FINRA Series 65 or 66)
- Experience with investment performance reporting and research systems (Morningstar Direct, MPI, eVest, etc)
- Experience with retirement plans (defined contribution and defined benefit)
- Experience with new business development and client relationship management
- Undergraduate degree in Finance, Business or Mathematics (some business experience) progress towards or completion of CFA and/or CIMA designation
- Experience managing institutional investment consulting client relationships and new business development
- Knowledge and understanding of retirement plans (401k, defined benefit) in developing 401k investment menus and pension plan investment portfolios
- Experience meeting with client investments committee to provide investment performance updates, as well as recommendations regarding investment portfolios
- Good technical and analytical skills, along with attention to detail
- Good written and verbal skills, along with the ability to present research results
- Ability to manage multiple tasks and meet internal and external deadlines
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Investment Analyst, Portfolio Management Resume Examples & Samples
- Lead weekly cash management process, coordinate investment orders to invest available cash, and support multi-disciplined project team on organizational cash process improvement
- Analyze the investment portfolios that back liability and surplus accounts including gathering information from various sources, organizing data, manipulating spreadsheets, and presenting results and recommendations
- Review portfolio investment parameters and client investment reporting to ensure that investment metrics are monitored and in compliance with established targets, including asset mix, interest rate risk, credit quality, liquidity, and new product pricing assumptions
- Review legal agreements to understand and document portfolio structure related restrictions and requirements
- Develop new investment strategies and investment management tools to improve overall investment performance
- Participate in and lead cross-functional projects supporting specific business and investment needs. Conduct research to evaluate new investment opportunities and ensure proper implementation taking into consideration accounting, actuarial, compliance and other constraints
- Anticipate customer needs and participate in identifying solutions, interpreting internal/external business issues and recommending best practices
- Perform daily operational activities as needed
- Adapt to multiple demands, shifting priorities and changes in business conditions
- Ability to work in a team environment and to work independently with little direct supervision
- Proficiency in spreadsheet analysis
- A bachelor’s degree is required with a focus in business or a quantitative discipline preferred
- Progress towards or completion of MBA/FSA/CFA designation with 5-8 years related experience is preferred
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Real Estate Mortgage Investment Analyst Resume Examples & Samples
- Manage a portfolio of approximately 100-150 mortgage loans secured by commercial real estate located throughout the United States
- Annual Loan Reviews – complete quality check, analyze data and complete pro forma to determine appropriate loan metrics and loan rating recommendations
- Identify high risk loans which require provisions. Prepare provision forms, including pro forma valuations
- Respond and process loan servicing requests in a timely manner, ensuring approval methodology is consistent with applicable guidelines
- Participate in the re-inspection process during the fourth quarter for high risk loans. Review and analyze impact changes to loan metrics based on updated rent rolls and property operating statements
- Identify problems and recommend resolutions within assigned loan portfolio
- Draft Default and Acceleration Letters for problem loans. Calculate amounts owed in accordance with loan documents
- Review and analyze borrower requests for relief for problem loans, including drafting workout agreements and internal approval documents
- Support group reporting requirements including Performance and Environmental Watchlist items, tax & insurance exceptions, and third party/client reporting
- Organize, provide and track information as requested for audit reviews
- Complete ad hoc reporting and analyses as assigned
- Interest and/or experience in the commercial real estate mortgage industry
- Knowledge of commercial real estate mortgage economic and accounting concepts such as pro forma value, loan to value, and debt service coverage
- Knowledge of the interpretation and analysis of commercial property financial statements
- Familiarity with third party commercial real estate reports such as appraisals, property condition reports, and environmental reports
- Ability to multitask and prioritize against various deadlines
- Ability to apply critical thinking and problem solving skills to credit decisions and problem loan resolutions; includes providing a written and verbal description of the issue, analysis, and recommended resolution
- Experience with Excel formulas and macros
- Strong writing & communication skills, mathematical abilities and analytical skills
- Understanding of assets and liabilities in an insurance company environment
- One to three years of commercial real estate mortgage servicing & asset management experience a plus
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Fintech Investment Analyst Resume Examples & Samples
- Bachelor’s or equivalent degree; candidates with strong technical or engineering background, coupled with financial knowledge, preferred
- 2-4 year experience in investment banking, consulting or PE/VC, or Business Development with a technology company, preferred
- Strong interest in developing markets, Fintech and emerging technology areas
- Team player with strong interpersonal skills, and ability to work successfully with clients and colleagues from various cultural backgrounds
- Fluency in spoken and written English; a multi-lingual background will be viewed upon favorably
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Investment Analyst Resume Examples & Samples
- Managing and assisting in the preparation of financial models and business valuations for new programs and spinout companies. Conducting competitive analysis and market analysis as due diligence on potential new programs
- Creating marketing and business development presentations. Writing business plans. Creating marketing materials for our equity sales, licensing and corporate sponsorships
- Attending industry and investors’ trade shows and conferences. Researching and presenting to the management team the underlying trends effecting equity capital markets and medical device sectors
- Conducting industry and company-specific due diligence related to transactions
- Assisting in the development and continued cultivation of relationships with venture capitalists, family offices and other sources of potential start-up funding
- Bachelor’s degree in a related discipline (for example Finance or Business Administration)
- Focus of knowledge in investment analysis and due diligence
- Must have outstanding relationship building and interpersonal communication abilities
- Collaborative, self-motivated, strong team working skills
- Significant relevant investment banking, private equity or comparable experience
- Master’s degree in a related discipline (for example Finance or Business Administration)
- One or more of the following certifications: CPA, CFA
- 5-7 years of related experience
126
Financial / Investment Analyst Intern Resume Examples & Samples
- Work closely with the CEO on company wide deliverables by understanding projects at a high level without losing sight of granular details
- Prospect for and analyse new investment opportunities (private equity, venture capital, co-investment, fixed income, equities)
- Summarize pitches and form investment recommendations
- Meet with and conduct diligence on prospective managers
- Analyse existing portfolio, leverage new technology for reporting
- Ability to set own agenda and determine adequate workflow and deadlines
- Must be extremely trustworthy and able to act with discretion
127
IT Portfolio & Investment Analyst, Mid Resume Examples & Samples
- 5+ years of experience with supporting portfolio management processes
- 5+ years of experience in the Army, DoD, or IC
- Experience with project performance, programmatic and budget data collection, analysis, reporting, leading and planning complex tasks with daily client interaction, and developing briefings for senior-level leaders in an organization
- Experience with Microsoft Excel, including developing custom pivot tables for data analysis and reporting
128
Portfolio Management Investment Analyst Resume Examples & Samples
- Apply Federal planning, programming and budgeting policies and procedures and in-depth financial data analysis for the entire NSG Program (i.e.: NSG Intelligence Program Budget Submission, Program Objective Memorandum, etc.)
- Make effective use of NGA provided computational methods, tools, and data sets
- Work as a part of an integrated investment analysis team to include direct interfacing with program offices and senior NGA leadership
- Employ exemplary written communication skills for report and document reviewing/editing
- Assist in the development of management and Senior level briefings and present briefings when necessary. Publish minutes and track actions to completion
- Act as trusted advisor to NGA Portfolio management leadership
- Apply analytical skills employing spreadsheet/database proficiency
- TS with SCI eligibility at time of application
- 20 years total experience with 15 years of specialized experience in program/project planning and execution including (Such as: program/project management best practices, policy, resource defense, report and document reviewing/editing, Systems Engineering and Acquisition principles and practices, strategic planning, scheduling and project management)
- Academic degrees may be substituted for years of experience, and years of experience may be substituted for academic degrees, unless otherwise specified in the individual TOs. Use the conversion below
- Graduate degree or higher in Management or a technical discipline
- Understanding of relational financial database structures
- Experience applying analytical techniques such as: cost-benefit analysis, problem identification and recommended resolution, business case evaluation, analyze large acquisition programs, and the DoD life-cycle management processes
129
Investment Analyst Resume Examples & Samples
- Comprehensive assessment and oversight of investment offerings (primarily mutual funds), including strategy, management, and firm
- Work collaboratively with team to set expectations for fund performance, areas of concern, and role in portfolio
- Contribute to commentaries and reports written quarterly or semi-annually
- Engage in the creation and ongoing maintenance of defined contribution engagements with plan providers and plan sponsors
- Develop presentations and proof deliverables
- Work collaboratively with team to assess and refine selection process on an ongoing basis
130
Investment Analyst Resume Examples & Samples
- Coordinates index management dashboards and assists with performance guidelines
- Undergraduate degree or equivalent combination of experience and training. MBA or CFA (completed or in progress) preferred
- Minimum 3 years analytical work experience, demonstrated analytical skills
- Strong foundation of basic investment knowledge, including and understanding of capital markets, market indices and equity securities
- Strong computer skills, VBA and programming language particularly desirable
- Ability to manage multiple projects and priorities under intense time pressure
- Detail oriented, with a high energy level
131
Tax Credit Investment Analyst Resume Examples & Samples
- BA/BS degree in Finance, Economics, Real Estate or related
- 2-4 years financial analysis/investment analysis experience
- Extensive classroom or work experience in financial modeling
- Intermediate to advanced finance background
- Strong organizational and interpersonal skills; self-starter attitude
- Strong time management skills, and an ability to manage multiple time-sensitive projects simultaneously
- Partnership tax accounting and tax credit program knowledge preferred
- Real estate background preferred
132
Portfolio Management Investment Analyst P Resume Examples & Samples
- 15 years of specialized experience in program/project planning and execution including (Such as: program/project management best practices, policy, resource defense, report and document reviewing/editing, Systems Engineering and Acquisition principles and practices, strategic planning, scheduling and project management)
- Experience conducting analysis from complex and diverse sources and explain or identify issue impacts and alternatives
- Experience conducting business case evaluation,
- Experience analyzing large acquisition programs in the DoD or IC life-cycle management processes
- Knowledge of the NGA mission, the National System for Geospatial Intelligence (NSG) and NSG partners
- Knowledge of Department of Defense and Intelligence Community (IC) intelligence oversight organizations, missions, and organizational priorities
- Recent experience in IT Portfolio Management, including IT Portfolio Management implementation, application and investment analysis as it relates to CPIC
- Experience in federal planning, programming and budgeting
133
Senior Investment Analyst Resume Examples & Samples
- Provide or, with the support of other subject matter experts, be actively involved in the delivery of advice to a wide range of institutional clients on all DC aspects, including:
- Bachelor's degree in finance, economics, actuarial science or other business-related area with strong quantitative and analytical course content
- Professional designation such as ASA or CFA
- 2 to 3 years of relevant DC experience(such as at a consulting firm or a record keeper)
- Excellent knowledge of Microsoft office suite
- Can-do, go-getter attitude
- Talent for communicating and explaining complex concepts
- Adaptable and collaborative work style
- Aptitude for and interest in business development
134
MBA Equity Investment Analyst Resume Examples & Samples
- Research and analyze the relative value of securities and recommend investment actions
- Interpret economic, financial and industry trends, and proactively communicate findings to other analysts and portfolio managers
- Maintain contact with company management and industry leaders on a regular basis
- Manage a portfolio of securities drawn from an assigned sector coverage
- Produce written reports and regular updates, as needed
- MBA degree with a graduation date of December 2016 or May/June 2017 from an accredited university, or business school
- Ability to direct independent work effort in a cooperative environment
- Healthy appetite for research, writing and business travel
135
Investment Analyst Resume Examples & Samples
- Screen and research relevant industries, companies, products, customers, and competitors
- Support portfolio companies and help to track and analyze their performance
- Support the “deal” sourcing with screening and analyzing the portfolio companies’ potentials to become viable ventures
- Develop financial models for new ventures, including scenario analysis and valuation
- Author internal materials with the objective of making investment recommendations
- Analyze the performance of the portfolio of the Intrapreneurship program
- Prior investment analysis experience from an investment fund, investment banking or similar
- Prior experience at a high-growth technology company or start-up a plus
- Clear understanding of startup finance, focus on early stage, and governance
- Strong academic record in Finance or a related field from a leading university
- Strong analytic skills to put large amounts of information into context
- Ability to manage and prioritize large amounts of tasks
- Ability to source information easily to help build a thesis around companies / industries / competition
- Knowledge of project finance preferred
- Master’s degree in Finance or a related field
136
Investment Analyst Resume Examples & Samples
- Fundamental Analysis on Canadian and US equities including the analysis of Income statements and Balance Sheets. Ability to develop financial models is essential
- Provide written and verbal reviews of company meetings and conference calls to the investment team
- Generate investment ideas for consideration for inclusion in the portfolios. Write comprehensive research reports that support your recommendation
- Maintain and update research reports, quarterly earnings comments and important company events
- Directly support and work closely with the investment team on a number of projects
- Graduate Degree strongly preferred (Business or Economics)
- CFA Designation
- 4- 5 years of experience within the Financial industry, analytical experience essential
- Performance oriented with a strong desire to achieve top quartile returns
- Works well with others in a team environment
- Demonstrates a high level of initiative, motivation and eagerness to learn
- Excellent quantitative analysis skills
137
Investment Analyst Resume Examples & Samples
- Making good progress with the Actuarial or CFA exams and willingness to complete Investment Management Certificate
- Sound mathematical background
- Challenges existing practices and conventional thinking
138
Investment Analyst Resume Examples & Samples
- Assist in researching and analyzing existing and prospective investment opportunities, including with leading managers and direct investments
- Prepare written and analytic materials that present and support investment recommendations and actions
- Participate in meetings with existing and prospective investment managers
- Monitor prospective and existing investments by analyzing data, research, and attending meetings with global money managers
- Monitor, update, and create reports on investment performance, exposures, holdings and other key portfolio analytic data items
- Assist with and participate in regular reviews of the portfolio, including analysis of the portfolio's performance and risk characteristics
- Maintain database integrity, organization, and data content. Ensure timely updates of key data items in central database and risk monitoring system
- Maintain qualitative and quantitative manager information within proprietary database for existing and prospective managers
- Maintain knowledge of the appropriate markets for the Public portfolios
- Provide core support to Public Markets team members on various projects. Conduct ad hoc projects (e.g., research on specific countries or sectors) as necessary
139
Investment Analyst Resume Examples & Samples
- Assist in researching and analyzing existing and prospective investment opportunities, including with leading managers and direct co-investments
- Maintain knowledge of the appropriate markets for the Private portfolios
- Provide core support to Private Markets team members on various projects. Conduct ad hoc projects (e.g., research on specific countries or sectors) as necessary
140
Graduate Investment Analyst Resume Examples & Samples
- Minimum of 300 UCAS points with a minimum B in Mathematics at A Levels, minimum 2:1 honours degree expected or obtained ideally in a numerical or semi- numerical degree (equivalent qualifications are accepted)
- An interest in financial markets and pensions is essential
- Self-motivated, eagerness to learn and to keep up to date with the respective industry trends and market conditions
- Ability to work as part of a team and within a collaborative environment
- Relationship building skills and understanding of customer service principles
- Work well under pressure and strong time management skills
141
Investment Analyst, Strategic Beta Team Resume Examples & Samples
- Conduct ongoing and ad hoc empirical investment research predominantly focused on equities and communicate key findings to stakeholders
- Work with multiple departments to assist in monthly and quarterly reporting of investment related data and materials
- Maintain and document all team data sets, processes, and infrastructure
- Aid in portfolio implementation including cash management and reconciliation
- Create internal and external investment reports
142
Investment Analyst Resume Examples & Samples
- Perform annual valuation reviews utilizing ARGUS software, working with asset management team leaders to determine key assumptions and scenarios, interpreting relevant market data, and calculating complex JV waterfall returns using Excel
- Assist asset managers with asset level responsibilities including business plan preparation, rent analysis, client/vendor/landlord relationship management, resolution of rent and other tenant issues, reviewing annual landlord reconciliation statements and calculations to ensure accuracy and lease compliance, tracking and maintaining critical dates and financial analysis, review of real estate taxes
- Assist in sales/refinancing processes including review of cash flows and materials prepared by appropriate brokers, assembling financial due diligence materials, maintenance of “due diligence checklists” and coordination of distribution of information in highly time-sensitive sales or refinancing due diligence processes
- Assist portfolio management team in updating and maintaining investor reporting system and asset/portfolio level returns
- Assist asset and portfolio management teams in preparation of quarterly reporting to ownership, JV partners and investors
- Assist in preparation of ownership recommendations and participate in ownership meetings/calls
- Abstract and interpret commercial lease documents (leases, amendments, subleases)
- Review of market data including leasing statistics and trends and tracking lease comparables and sales comparables
- 3-5 years of real estate modeling and valuation experience
- Bachelor’s Degree in business, finance, economics or related field preferred
- MBA optional but not required
- Highly proficient with Microsoft Excel and ARGUS
- Ability to efficiently analyze and synthesize qualitative and quantitative information
- Demonstrated interest and experience in commercial real estate with strong experience in financial analysis (required) and exposure to real estate operations (encouraged)
- Excellent written and oral communication skills and ability to work both independently and collaboratively
- Must be energetic and enthusiastic, proactive and creative
- High proficiency with Microsoft PowerPoint and Microsoft Word software required (in addition to Excel and Argus)
143
Alternative Investment Analyst Resume Examples & Samples
- Strong and demonstrated Microsoft Outlook and Microsoft Office Suite skills, especially Word and Excel with the ability to quickly learn any existing or new software used by the Alternative Investment department
- BS or BA in finance, business or related field
- 1 - 3 years of financial analysis
- Investment analyst experience desired
- Series 7 and 66 with 12 months of hire
144
Investment Analyst Resume Examples & Samples
- Industry and company research
- Creating financial models
- Analyzing historical and projected financial statements
- Preparing reports based on financial statements, financial models, project progress reports, and
- Experience in a financial institution (2+ years) with a track record in M&A, corporate finance or equity research
- Strong analytical and problem solving skills, and sound judgment to identify issues and present creative and practical solutions
- Solid foundation in accounting and financial model construction
- Facility to work successfully in multicultural teams and across geographical boundaries
- Fluency in English and native Chinese language ability is required
145
Senior Investment Analyst Resume Examples & Samples
- Understanding of trends in the pension and investment marketplace, how pension funds operate and market conditions
- Either qualified or making good progress with the Actuarial or CFA exams and willing to complete Investment Management Certificate
- Preferably Threshold Competent (i.e. an FCA approved person), or working towards this status
- Previous experience at an investment consultancy or retirement benefits consultancy
- 300 UCAS points with grade B or above in A' level maths (equivalent qualifications accepted) and 2.i in any numerate or semi-numerate degree discipline
- Works well under pressure, with the ability to prioritise and manage multiple tasks
- Openly shares information and own expertise with colleagues
- Possess excellent team working skills
- Demonstrates excellent oral and written communication skills
146
Investment Analyst Resume Examples & Samples
- Create and review financial models and ensure consistency with financing agreements and relevant project documents
- Conduct industry and market research
- Review company information and prepare reports on periodic financial statements and other information submitted by clients
- Work closely with IFC environment and social, insurance, technical, legal and treasury staff and external advisors to evaluate and process investment projects
- Participate in investments negotiations; and
- Participate in the monitoring of investments in portfolio companies including quarterly reporting, compliance and tracking of development outcomes
- Bachelor’s or equivalent degree, specialization in finance preferred
- Experience at a top tier financial institution (2+ years) with a proven track record, including experience creating financial models
- Ability to work successfully in multicultural teams and across boundaries
- Ability to manage and complete multiple projects simultaneously and meet deadlines under pressure
- Interest in development issues and working in emerging markets
147
Senior Investment Analyst Resume Examples & Samples
- Solving problems by communicating settlement and other trade issues to Front Office, custodians, and other impacted parties
- Partner with Client Services to provide accurate and timely trade and position data to clients
- Ensuring complete and accurate election of corporate actions
- Facilitate and compile information needed for internal and external audit
- B. A. (Accounting, Finance, or financial services-related) or minimum 5 years in asset services
- 5 – 10 years of experience in financial servicing
- Working knowledge of fixed income products, life cycle of a trade, and investment processes
- Very strong customer service and relationship management skills
- Strong analytical, problem recognition and resolution, organizational, and communication skills
- Ability to prioritize multiple responsibilities, including the ability to meet tight deadlines occurring daily throughout the day
- Detail oriented, accurate, and analytical
- Ability to work effectively within a team environment
- Experience with Aladdin preferred
148
Senior Investment Analyst Resume Examples & Samples
- Performs research and analysis on new investment opportunities in support of new deal origination activities. Confidently generates independent opinions on buy/sell/hold recommendations. Possesses the ability to manage a credit portfolio, performing the collection and analysis of relevant financial/performance data and effectively writing up new investment recommendations. Presents new purchase recommendations to team leaders and/or management effectively in both written and verbal format. Complete pricing calls, legal review and trade tickets for new private placements. Conducts due diligence on new transactions and provides excellent representation of Great-West Financial to the public. Completes the documentation and closing of purchased securities. Completes all internal approval processes and documentation needs in a timely and efficient manner; learns credit policy and investment criteria relevant to the department
- Reporting and Management: Adheres to established documentation cycles, prepares Board investment summaries, credit ratings change memos, bond prepayment calculations, and Note Purchase Agreement amendment requests. Assists in/performs preparation and presentation of portfolio reports. Independently develops analytical tools to assist the division in the performance of its duties. Can effectively educate less experienced analysts on aspects of credit analysis and credit processes specific to their sectors and to GWF in general
- Minimum three (3) years, four (4) years preferred, of relevant investment experience
- Travel up to 10% of the time may be required
149
Investment Analyst, Index Resume Examples & Samples
- Knowledge of investments and the financial markets, usually acquired by formal education or related work experience, is required to analyze data and make investment recommendations
- Knowledge of financial analysis, basic statistics and accounting, usually acquired through formal education, is required to analyze and interpret investment data
- Analytical and personal computer skills are needed to prepare analysis and reports
150
Investment Analyst Resume Examples & Samples
- Bachelor’s degree (specialization in finance or related field)
- 1-3 years relevant experience in private equity, investment banking, or consulting
- Experience and/or interest in emerging markets
- A willingness to travel internationally and frequently
151
Investment Analyst Resume Examples & Samples
- Strong work ethic and willingness to work until the task is completed successfully
- Self-motivated, passion for learning, desire to learn about investments
- High moral character
- High academic achievement
152
Impact Investment Analyst Resume Examples & Samples
- Support sales and distribution of sustainable investment solutions across EMEA by conducting client research, preparing materials for client meetings, developing internal education tools and responding to internal requests for information from client and product teams
- Support product development by conducting market trends and performance analysis
- Support business management of the BlackRock Impact platform in partnership with the global team
- Previous demonstrated investment or strategy experience
- Proven interest in sustainable investing preferred
- Strong analytical and organizational skills
- Strong interpersonal & communication skills - ability to articulate and represent Products, BlackRock Impact, and BlackRock confidently, credibly and persuasively
- Proficient in PowerPoint and Excel
- Understanding of BlackRock’s capabilities and business a plus
153
Infrastructure Investment Analyst Resume Examples & Samples
- Financial modeling: primary responsibility for running and developing three-statement financial models in order to analyze greenfield / acquisition project opportunities with guidance from the transaction team
- Gather, organize and analyze data from numerous sources to generate financial models and analysis for underwriting and investment structuring and control
- Conduct sensitivity, project financing, capital structuring and returns analysis. Update project development budgets and financial models as needed
- Industry and Market research: including research on potential investments, policy, competitors, technology, comparable transactions, tracking competing deals in the market, etc
- Candidates will have experience in infrastructure financing. To be effective in the role, candidates should have the following background and experience
- Highly proficient with demonstrable financial modeling and evaluation skills. In particular, a good understanding of cash flow modeling is important
- English and Spanish fluency is required
- 0-2 years of experience in Project Finance / Infrastructure
- Possess a strong analytical background
- Strong proficiency building and proofing financial models
- Ability to excel in a fast-paced and dynamic environment
154
Investment Analyst Resume Examples & Samples
- Solid and relevant experience of a minimum of two years gained in the IFC investment side or another leading financial institution either in project finance, corporate finance, M&A and privatizations, or private equity funds in infrastructure
- Knowledge of overall industry sector trends and experience in infrastructure transactions/PPPs with a proven track record
- Only online applications are accepted. Do not email your application to the hiring manager or the HR contact (even if you have applied online), as it will be neither acknowledged nor accepted
- Only shortlisted candidates will be contacted for interviews
- Should you have difficulties submitting your application online, please contact the World Bank HR Helpdesk at hrweb@worldbank.org
155
Senior Investment Analyst Resume Examples & Samples
- Support the development and delivery of firm-wide investment strategy guidance which will encompass global asset class considerations, capital market assumptions, optimized investment portfolios, performance evaluation/attribution, and portfolio construction linkages, all in the context for managing the full spectrum of client investment portfolios
- Support the research and assessment of the ongoing evolution of, and opportunities across, the global capital markets for effective and efficient integration into the firm-wide investment advice and portfolio guidance delivered to our clients
- Support the review and evaluation of our firm-wide investment strategy guidance offerings in the context of managing towards ‘best in class’ performance results for the benefit of our clients
- Support the need to initiate and conduct research for asset allocation strategies using a variety of research tools
- Perform qualitative and quantitative analysis to evaluate the pros and cons of including selected asset classes into an investment portfolio
- Prepare research reports, formulate and present a compelling recommendation for approval by management and established investment committee(s)
- Support ongoing coverage of asset allocation investment strategies
- Stay current on developments to ensure asset classes are well understood and continue to exhibit expected performance behaviors across asset allocation investment strategies
- Prepare a variety of research reports, analytical reports, and performance attribution that supports team members, advisors and PMs’ understanding of the asset allocation strategies and to enhance their ability to manage their clients
- Monitors and conduct performance attribution across all of our asset allocation guidance portfolios
- Establish effective working relationships with team members, external institutional representatives, and advisors and portfolio managers
- Assists in analyzing the composition of asset allocation guidance portfolios; recommend portfolio strategies to fulfill investment objectives
- Participate in the design, development, and monitoring of quantitative decision making processes
- Contribute to the advancement of the team’s processes, efficiencies and best practices
- Ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures
- Is knowledgeable about relevant and specific OCC, SEC and FINRA regulations that impact their work and the advisors and portfolio managers that use their work
- Actively participates in any required corporate and business line training in these areas
- Comply with employee trading policies and procedures
- Actively pursuing Chartered Financial Analyst® (CFA®) designation or equivalent advance credentials
- 7 to 10 years of research experience
- Must have interest in and understanding of investment management technical and fundamental analysis
- Specific knowledge and experience in quantitative and qualitative analysis
- Good understanding of the economy and market conditions
- Ability to work independently as well as contribute to a team
- Demonstrated PC, Excel and systems skills
156
Investment Analyst TMT Resume Examples & Samples
- Analyze financial statements and prepare financial models
- Conduct industry, market and company research
- Prepare investment-related documents for internal and external audiences
- 1-3 year experience in investment and credit analysis with investment banking background within a major financial institution, consulting company or large corporation
- Willing to travel on short notices
- Experience or demonstrated interest in equity investments
- Interest in the World Bank Group and IFC's mission, strategy and values
- Excellent verbal and written communication skills in English, fluency in French is a plus
157
Investment Analyst Resume Examples & Samples
- Provide managerial oversight for each investment strategy with some oversight from the lead portfolio mangers
- Lead daily performance and exposure monitoring for relevant investment strategies, direct communication with managers regarding cash flows and key risk exposures, preparation of monthly market and strategy reviews, and quarterly meetings with existing sub-advisors
- Conduct the primary research when manager or investment strategy changes are being considered and to make recommendations directly to the client accompanied by their rationale thereof
- Complete topical research and keep abreast of capital market returns, key drivers of macro-economic activity, including fiscal and monetary policy, and industry trends
- Lead the transition management and on-boarding process for new clients, preparing for and overseeing manager transitions within investment strategies, and working with Mercer's GIMD software, MGI's trade entry system, and third party applications including Factset, Bloomberg, Style Research, and MS Office
- Support marketing when there are inquiries related to investment strategies and to take the lead with new business opportunities from the IM perspective
- Work directly with lead portfolio managers and client service manager
- Lead the internal, day-to-day client contact, lead plan level investment activity with operations team, including the pre-trade analysis related to re-balancing activity, and prepare plan level performance analysis and asset allocation summary reports on a monthly basis
- Prepare comprehensive quarterly reports
- 7 - 10 years of investment, finance or project management related work experience
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment
- High-level attention to detail and an understanding of its application to the bigger picture
- Good technical skills, including proficiency in Microsoft Office, specifically Excel, Word and PowerPoint
158
Investment Analyst Resume Examples & Samples
- Chartered Accountant, Bachelor’s or equivalent degree from a reputable academic institution; candidates with a strong technical or engineering background coupled with financial knowledge are preferred
- Experience in a VC/PE investment or investment banking firm (2+ years) with a proven track record is preferred
- Strong interest in venture investing, emerging markets and technology innovation
- Strong aptitude in basic financial software applications (e.g. Microsoft Excel, Microsoft Powerpoint, research and financial databases)
- Fluent in English; knowledge of at least one other foreign language desirable; and
159
Investment Analyst Resume Examples & Samples
- Develop, deliver, monitor, and update multi-asset portfolios for financial institution clients
- Conduct rigorous due diligence on potential investments and closely monitor portfolio positions
- Participate in the management of client engagement, which includes identifying client investment needs, analyzing investment options, proposing investment solutions, and solving operational issues
- Communicate (both verbally and in writing) the strategy, positioning, and performance of portfolios to internal and external audiences
- Assist in the development of new or extended client engagements
- Research and develop new investment products and approaches
160
Investment Analyst Resume Examples & Samples
- Series 7 & 66
- Undergraduate degree (BA/BS)
- CFA designation or significant progress toward attaining the designation
- Proficiency in MS Office applications (emphasis on Excel) and other industry-related applications including Bloomberg, FactSet, and Zephyr
- 5+ years LOS or industry experience
- MBA (desirable), but not required
- Demonstrated ability to work as part of a team in a fast-paced, intellectually challenging environment
- Self-starter with strong sense of personal initiative and work ethic
161
Investment Analyst Resume Examples & Samples
- Analyze potential acquisitions using the tools and resources provided by the company
- Determine market rent and valuations for properties across the country
- Estimate renovation needs for acquisitions targets
- Make investment decisions based upon underwriting criteria
- Follow and exceed corporate standards and key performance metrics
- Bachelor’s degree or equivalent experience in a sales org
- Experience in the financial services, mortgage banking, or real estate industries is preferred but not a requirement
- Proficient in using sales automation tools and MSO apps (ability to demonstrate competency with basic excel functions and formulas)
- Strong organizational skills with ability to multi-task, prioritize, and work independently
162
Investment Analyst Resume Examples & Samples
- Bachelor Degree in business-related areas like Economics, Engineering, Business Administration or Accounting with specialization in finance is required
- Minimum of two years’ experience
- Previous experiences in infrastructure sector and/or financial advising are desirable
- Financial modelling skills are desirable
163
Investment Analyst Resume Examples & Samples
- Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes
- Build financial models to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective
- Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers, as well as economic and market analyses
- Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes. Evaluate risk on an ongoing basis for existing investments
- Interface with existing and prospective managers, custodian bank and external service providers
- Minimum 2 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management
164
Senior Investment Analyst Resume Examples & Samples
- Make recommendations to add or remove investment managers after significant due diligence, as well as maintain relationship for the manager once added to the portfolio
- Maintain quantitative and qualitative manager performance activity and holdings within the Clinic’s internal database
- Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics
- Minimum 5 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management
165
MBA Fixed Income Investment Analyst Resume Examples & Samples
- MBA degree candidate with a graduation date of December 2017 or May/June 2018 from an accredited university, or business school
- Demonstrated academic achievement
- Ability to direct independent work effort in a cooperative environment
- Grasp of macro and micro economics and a curiosity about the bond market
- Healthy appetite for research, writing and business travel
166
MBA Equity Investment Analyst Summer Intern Resume Examples & Samples
- MBA degree candidate with a graduation date of December 2017 or May/June 2018 from an accredited university, or business school
- Demonstrated academic achievement
- Understanding of financial statements and a curiosity about how companies operate
- Excellent communications skills, both written and verbal
167
Investment Analyst Resume Examples & Samples
- Conduct industry and market research and assist in IFC’s business development efforts for Infrastructure, Manufacturing, Agribusiness and Services
- Analyze company historical and projected financial statements
- Prepare documentation for IFC internal approval processes. including briefs and initial project information
- Prepare client pitch books and other marketing presentations
- Maintain a pipeline database as well as other excel trackers as needed
- Support client meetings. Participate in investment negotiations, particularly early financial structuring
- Master’s degree with specialization in Finance, Business Administration or Economics or equivalent degree
- 1 year work experience in corporate or project finance (internships included)
- Strong credit analysis and financial modeling skills
- Entrepreneurial spirit and ability to work without close supervision
- Team spirit and eagerness to take on new challenges
- Keen interest in development finance and multicultural environments
- Excellent interpersonal, presentation and communication skills (oral and written)
168
Big Data Investment Analyst Resume Examples & Samples
- Big data analyst should have a broad understanding and have experience with real-time analytics, business intelligent platforms, as well as applications for investment management
- Ability to understand the meaning and use of the data, as well as analyze the data quality
- Perform duties such as collecting, parsing, tagging, analyzing, mapping, managing, and visualizing large sets of data
- Perform data onboarding into a cloud environment
- Should be able to work with databases and several programming languages and statistical software packages such as C++, Java, Linux, etc
- Using scripting languages, a big data analyst should be able to develop new insights and investment ideas from the available data
- Develop and model data to fulfill mission/client use
- Verify that returned data sets comply with acceptable use and access
- C++, Java, Linux, etc.; SQL of any type; Statistical analysis; Strong analytical and mathematical skills with an ability to translate numbers into meaningful information; demonstrated problem solving and analytical thinking skills; ability to work in a team environment; ability to change direction quickly based on data analysis; enjoy discovering and solving problems; should be able to decide on the needed hardware and software design needs and act according to the decisions; strong interpersonal, oral and written communication and presentation skills; ability to communicate complex findings and ideas in plain language
- A minimum of 5 years of demonstrated and related experience in related field (i.e., data analysis, metrics, etc.)
- BS degree in Computer Science, Engineering, or related discipline
- Deep understanding of descriptive, predictive, and prescriptive analysis
- Developing prototypes and proof of concepts for the selected solutions
- Ability to work with cloud computing environments
- MS or PhD degree in related discipline
169
Investment Analyst Resume Examples & Samples
- Analyze political developments, research and map companies, track and analyze relevant market and industry information
- Prepare documentation for IFC internal process including company and country briefs, strategic notes and presentations and initial project information often under tight deadlines
- Maintain an updated portfolio and pipeline database as well as other excel trackers as needed
- Logistical arrangements, as needed, including but not limited to arranging and coordinating meeting programs; meeting and conference preparation; ad-hoc assignments
- Bachelor's or equivalent degree
- 2+ years’ work experience in corporate or project finance (internships included)
- Strong credit analysis and modeling skills
- Excellent writing and oral communication skills in English. Spanish or Italian would be an advantage
170
Investment Analyst Resume Examples & Samples
- At least 2 years of experience in finance, banking, research or consulting
- Strong analytical, financial modeling and problem solving skills
- Sound business judgment to identify issues and present creative and practical solutions
- Fluent in English and Chinese
171
Investment Analyst Resume Examples & Samples
- Create financial analysis models
- Support structuring of new investments
- Analyze historical and projected financial statements and prepare periodic portfolio reports
- Monitor operational and financial performance of client companies to evaluate risk and recommend active portfolio management actions
- Prepare documentation for IFC internal processes and monitor compliance with IFC financial, environmental and legal requirements
- Liaise with colleagues across departments and the region and at the head office in Washington DC
- At least 2-4 years of experience in finance, banking, portfolio management or consulting
- Experience in a major financial institution (2+ years) with a proven track record desirable
- Good knowledge of financial markets and one or more East Asian financial markets a plus
- Strong financial analysis and modelling skills using Microsoft excel and ability to identify key issues
- Sound numerical, analytical and conceptual skills encompassing finance and the associated areas of investment, portfolio management and corporate finance and economics
- Commitment to economic development and keen interest in development finance in emerging markets
- Excellent presentation skills and ability to present ideas clearly and confidently
- Fluency in English a must, other languages preferred
172
Investment Analyst Resume Examples & Samples
- Monitor equity holdings and develop and implement sales strategies to maximize IFC’s return and development impact
- Ensure any downside risk is mitigated via relevant strategies, appropriate management actions, or through use of market based risk management instruments and strategies
- Identify opportunities for further business with existing clients in the areas of investment, technical assistance activities (e.g., sustainability) and financial services (e.g., clean technology)
- Conduct sector and market research and assist in the preparation of country and sector strategy papers, briefs and project profiles. This would require working closely with the World Bank country and sector teams
- Extract and feedback lessons of experience from IFC’s earlier investments
173
Investment Analyst Resume Examples & Samples
- Retrieve several bond yields, FX prices, index values and stock prices using the Bloomberg Terminal
- Validate accuracy of all investment products that are over the given threshold using an internal software called IRC
- Validate and upload Universal Life managed values to mainframe systems for CATS, CLAS, and Capsil 4.2
- Perform bank reconciliations
- Enter stock trading activities into MPS
- Prepare stock wire settlements
- Upload segregated funds unit values into MPS
- Act as a liaison between custodian and IS for any delays or issues
- Handle audit requests as needed
- Continuously look for process improvements
- Minimum 2 year’s experience in a similar role
- Investment experience will be highly regarded and advantageous in this position
- Detail oriented with a high level of accuracy
- Strong data gathering, interviewing, analytical and problem solving skills
- Ability to adapt quickly and easily to changes within the business
- Excellent organization, planning and time management skills
- Able to work overtime hours is a necessity
174
Investment Analyst Resume Examples & Samples
- Bachelor Degree in Economics, Engineering or Business Administration. Specialization in finance would be considered as a plus
- Sound analytical, mathematical and organizational skills
- Excellent written and verbal communication skills and strong editing skills
- Client relationship skills
175
Investment Analyst Resume Examples & Samples
- Developing a market risk analytics capability within the firm, according to best practice
- Supporting and liaising with global divisions on investment risk analytics
- Developing a stress testing framework for the investment portfolios
- Reviewing regulatory capital and economic capital reviews as required
- Quantitative skills and experience in financial markets with experience in credit risk management in addition preferred
- Skills with investment analysis instruments, yield curves,
- Ability to effectively communicate and influence all levels of management and senior stakeholders
- University qualification in economics, engineering, finance, or mathematics
176
Investment Analyst Resume Examples & Samples
- Knowledge of company capital and operating structures
- Preferred previous experience in Venture investing. Lead development, corporate analytical methods, project management
- Exhibit strong organization and communication skills: written and oral
177
Infrastructure Investment Analyst Resume Examples & Samples
- Financial analysis of investment opportunities with a primary focus on discounted cashflow analysis
- Sensitivity analysis and scenario analysis using financial models to assess the risk / return characteristics of an investment
- The use of third party financial models, and in some cases the building of a financial model from scratch, to assess investment opportunities, including the modification of the model to allow for different assumptions including changes to the debt and equity structure
- Assist with the preparation of investment approval papers focusing on the financial metrics of the opportunity
- Preparation of comparable acquisition and comparable company analysis to support the appropriate target equity return for the investment
- Highly proficient Excel skills including IRR, NPV and the ability to write macros to assist with model solving
- Highly developed numeracy, analytical and quantitative skills as evidenced by discounted cash flow analysis
- A very good understanding of debt and equity in the capital structure including concepts such as CFADS, DSCR, Reserves and Franked Dividends
- 2-4 years' experience with another Infrastructure funds management business or operator where you have been exposed to asset and/or operating company acquisitions
- Ability to work in a collaborative team environment and also autonomously when required
- Must be degree qualified in a Business or related discipline and a Masters' degree in a related subject would be highly beneficial
178
Senior Investment Analyst Resume Examples & Samples
- Lead investment analysis projects to provide proactive custom analyses for client-facing Investment Directors, Relationship Managers, and Wholesalers in preparation for client meetings or in response to client questions that require in-depth analysis
- Leverage investment portfolio analyses to develop and present recommendations for Fidelity’s client-facing fund management professionals
- Independently develop and provide suggestions and solutions regarding how to position and promote Fidelity financial products
- Guide the improvements and re-design of performance reports on monitored funds, and utilize reports as a starting point for further analysis
- Build quantitative models and tools that allow complex analyses to be scalable
- Combine quantitative analytics with interpretive judgement to communicate clear recommendations for Fidelity’s investment professionals
- Provide recommendations to senior management on how Fidelity’s processes and performance, relative to competitors, relates to specific client programs
- Provide recommendations and problem-solving for key Intermediary Support infrastructure functions
- Assist in channelizing the efforts of client facing personnel (i.e. meet their sales goals) and provide them with the necessary education to increase their chance of winning the clients’ books of business
- Coordinate the production and maintenance of pitch-books, which detail the main attributes of the firm, investment philosophy, and fund manager’s processes, among other quantitative metrics
- Partner with internal technology and vendor analysts to improve quality, automate the process, and add new pitch-books to the current line-up
- Cultivate in-depth knowledge of all Fidelity funds, as well as relevant non-proprietary funds, and keep abreast on all major aspects of the economy and capital markets
- Conduct Q&As with FMR portfolio managers on a regular basis regarding fund performance, positioning and management philosophy
- Analyze, understand, and communicate the implications of investment strategies employed by fund managers, to support fund marketing efforts
- Build partnerships with internal business units to identify best practices and resolve issues
- Demonstrated Expertise (“DE”) performing quantitative analysis and econometric modeling of global asset classes and translating raw analytics data into investment thesis for sales team, and developing written and oral presentations to deliver investment recommendations or investment risk diagnostics
- DE measuring investment portfolio performance, including performance attribution analysis of equity and fixed income products using return- and holding-based analysis, pricing and performance data, and macroeconomic analysis
- DE performing investment portfolio analysis using investment research and computational applications: Excel, Morningstar, FactSet, Bloomberg, or MATLAB
- DE programming in object oriented languages (C++ or VBA) and performing mathematical modeling using R
179
Investment Analyst Resume Examples & Samples
- Coordinate closely with the Environmental and Social department to ensure the maintenance of high environmental and social standards in IFC’s investment
- Help supervise investments in portfolio companies
- Support IFC VC's Investment Officers in Beijing office
- Work in effective coordination with industry and regional IFC colleagues
- Bachelor’s or equivalent degree from a reputable academic institution; candidates with a strong technical or engineering background coupled with financial knowledge are preferred
- 2-4 year experience in project and/or credit analysis with investment banking background within a major financial institution, consulting company or large corporation
- Strong interest in health and education technologies
- Strong aptitude in basic financial software applications (e.g. Microsoft Excel, Bloomberg Analytics)
- Prior experience at an investment management or venture capital firm will be considered favorably
- Team player with strong interpersonal skills to work successfully with clients and colleagues from various cultural backgrounds
- Native speaking, reading and writing Mandarin skills; fluency in spoken and written English
180
Investment Analyst, Pension Asset Management Resume Examples & Samples
- Monitor external portfolio managers (management style, management team, assets under management, portfolio securities, etc.), analyze their respective performance and maintain an internal manager rating system
- Participate in the selection of external investment managers
- Prepare daily, monthly and quarterly reports tracking the performance of external portfolio managers and identifying the sources of added value through attribution analysis
- Monitor the evolution of pension plans’ financial position
- Maintain updated Morningstar reports and monitor investment options offered to defined contribution plan members
- Participate in the management of money market and fixed income positions managed internally
- Execute bond and derivatives transactions
- Provide support to the Canadian, U.S. and U.K. Investment Committees by preparing reports on recommendations for investment
- Have a minimum of two years of experience in researching investment managers (experience in pension asset management is an asset)
- Have a university degree in finance, actuarial mathematics or equivalent
- Are working towards a CFA professional designation
- Have an excellent knowledge of Excel (Bloomberg is an asset)
- Have excellent analytical skills and an analytical mind
- Have excellent interpersonal and communication skills
- Are comfortable working autonomously and taking initiatives
- Are conscientious and detail-oriented
- Have excellent spoken and written communications skills in both English and French
181
Investment Analyst Resume Examples & Samples
- Public-Private Partnerships e.g. BOT type concessions
- Management and lease contracts
- Restructuring and privatization of state-owned enterprises
- The Investment Analyst will work closely with team leaders as part of the project team to assist in the origination, due diligence, structuring, negotiation and bidding of infrastructure projects
- Duties will include, but will not be limited to
- Solid and relevant experience of a minimum of three years gained in the IFC investment side or another leading financial institution either in project finance, corporate finance or M&A and privatizations
- Knowledge of overall industry sector trends and experience in infrastructure transactions/PPPs in South Asia
- Strong analytical and conceptual skills and ability to communicate ideas clearly and confidently, with good presentation skills
- Willingness and ability to travel on short notice and frequently, as required
- Should you have difficulties submitting your application online, please contact the World Bank HR Help Desk at hrweb@worldbank.org
182
Investment Analyst Resume Examples & Samples
- Work across industries and regions with colleagues on all levels to help identify and execute investment transactions in the Sub-Saharan Africa region
- Participate in all aspects of IFC’s investment processing cycle from project development to disbursement
- Utilize research tools effectively to conduct in-depth benchmarking analysis by sectors, companies and geographies
- Prepare notes/reports on relevant investment themes, events and breaking news
- Establish and maintain relationships with existing clients to ensure responsive client service and enhance new business opportunities and support portfolio supervision process including quarterly reviews
- Undertake portfolio supervision work
- A bachelor degree or equivalent professional qualification/ experience
- Prior professional experience (at least 2 years) in corporate or project financing, including investment banking, commercial banking, private equity, equity research or business consulting
- Experience in Sub Saharan Africa is preferred
- Team player with strong communication and interpersonal skills and ability to develop effective relationships within and outside IFC
- Strong research and quantitative skills, with preference for a background in financial analysis and modeling
- Strong client service orientation with openness to feedback and new ideas
- Ability to work flexibly on a range of assignments, cope with shifting priorities at short notice, and still deliver top quality work while meeting tight deadlines
- Takes personal responsibility and accountability for timely response to client queries, requests or needs, working to remove obstacles that may impede execution or overall success
- Excellent communication skills (verbal and written) in English. Fluency in other languages (e.g. French, Arabic) is a plus
- Passion in economic development; and
- Ability to work sensitively and effectively in a multicultural setting
183
Junior Alternative Investment Analyst Resume Examples & Samples
- Bachelor's degree in Mathematics, Finance, Accounting, Economics or a related field
- Equity and debt capital markets experience preferred
- Strong knowledge of corporate finance and credit markets preferred
- Basic understanding of private equity and hedge funds
- Strong computer skills (Excel, Power Point and Word)
- 1 -3 years related investment experience
184
Investment Analyst Resume Examples & Samples
- Develop and service client segments and the next generation and their next generations and beneficiaries
- Develop, profile, and qualify new prospective clients through practice client acquisition strategies Intimate events, referral alliances, targeted seminars strategic networking and sourcing and introductions
- Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth solutions
- Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources
- Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )
- Provide marketing and organizational support
- May support additional activities included in GoodBetterBest of OPM Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement
- Ensure risk profiles, goals, objectives and asset allocations are appropriate
- Utilize Investor Personality Analysis tool Deliver full range of Goals-Based Wealth Management strategies and tools and leverage specialists as appropriate
- Build specialized expertise and obtain relevant planning designations (e.g., CFP/CRPC and at least one broader external designation. Fulfill continuing education requirements to maintain the designation)
- Partner with internal specialists (e.g., WM bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisors to deliver holistic goals-based financial solutions Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice's specialization
- Prepare and present client reports/reviews and measure progress to goals Maintain and execute a well-developed and clear marketing plan
- Strong client service & technical skills (MS Word & Excel)
- Strong communication, time management and organizational skills
185
Investment Analyst Resume Examples & Samples
- 1-3 years of corporate credit analysis experience
- Strong financial analysis skills with high degree of accuracy
- Above average computer aptitude, including Excel
- Motivate self starter with ability to work independently & contribute as a team member
- Demonstrated ability to manage priorities and apply sound judgment
- Bachelors Degree in Finance, Accounting or Related Field
- Progress toward Masters Degree in a Related Field
- CFA designation or progress toward certification
186
Investment Analyst Resume Examples & Samples
- Analyzing and summarizing all due diligence materials related to the credit quality of businesses being acquired or owned by the firm’s private equity customer base, including the analysis of the company’s historical and present financial condition, products and/or services, sales and marketing strategies, customer and supplier base, industry dynamics, competitive position, management team, and financial projections
- Working with the origination team to manage the due diligence, screening, and underwriting approval processes
- Assisting with the syndication process on transactions in which HCM is leading the financings
- Fulfilling all portfolio management requirements including on-going credit analysis, reporting and follow-on credit activities (amendments, recapitalizations, acquisitions, restructurings, etc.)
- Supporting the firm’s efforts to attract, develop, and retain best-in-class origination, underwriting and portfolio management talent
- Bachelor’s Degree required. Enrollment in CFA preferred
- Strong credit capabilities with over 3 years of relevant middle market credit underwriting and portfolio management experience
- Thorough understanding of complex financial modeling
- Strong finance and accounting skills along with an intense attention to detail
- A solid understanding of economics and the ability to apply current domestic and global trends to credit underwriting and portfolio management
- Demonstrated ability to multi-task and manage work flow while taking ownership for the results
- Advanced knowledge of Microsoft Office product suite
187
Trader / Investment Analyst Resume Examples & Samples
- Conduct periodic analyses of investment and investment manager performance
- Conduct quarterly scorecard process on investment managers
- Generate output to facilitate quarterly review of model allocations
- Provide intra-quarter oversight of model allocations and recommended managers
- Utilize the appropriate software to report the historical performance of managers on the “List of Recommended Funds” and the C-PAS platform
- Participate in research process and development of publications
- Research, identify and present new software solutions or investment subscriptions to members of the Investment Department
- Complete a broad range of investment research assignments
- Perform necessary research and analysis when responding to requests to consider adding new investment managers to the List of Recommended Funds
- Execute trades based on model changes and Advisor request on individual accounts
188
Senior Investment Analyst Resume Examples & Samples
- Strong analytical skills and the ability to discern large amounts of data and focus on the critical business issues; superior attention to detail
- Strong quantitative skills, with expertise in financial modeling and statistical analysis
- Excellent oral and written communication skills, interfacing with partners at all levels in the organization
- Exceptional program management skills and the ability to manage several projects concurrently
- Solid conceptual skills; ability to deal with ambiguity and leverage creativity in problem solving
- Team-oriented, collaborative, and flexible with a broad overview of process
- High proficiency in Microsoft office, particularly with Microsoft Excel and PowerPoint
- Facility with learning new systems or databases, as required by role
189
Senior Investment Analyst Resume Examples & Samples
- Perform business, systems and data analysis, process design, and acceptance testing across projects that require new research content and investment analytics; and develop additional reporting capabilities for investment professionals
- Oversee daily and monthly production reporting cycles to ensure required input data is available, analytic jobs are run successfully, statistical output is accurate, and reports are properly generated
- Respond to ad-hoc data analysis requests in support of individual research projects performed by Technical Research Analysts
- Consult with business partners across multiple internal and external sources to deliver comprehensive data solutions
- Identify, research, and resolve issues related to internally generated or vendor-supplied data to ensure superior data quality
- Demonstrated Expertise (“DE”) in data analysis for impact on business processes within an asset management environment, including writing Excel VBA macros or SQL queries to perform data analysis at the database level in support of analytics related to investment research and asset management operations
- DE supporting asset management -- research and stock selection -- including evaluating third party tools and liaising with technology professionals to design and enhance internal applications and business processes
- DE performing investment portfolio performance analysis and sourcing data for risk models using investment research and computational applications: Bloomberg, FactSet, Barra, and MATLAB
- DE in data management of mission critical investment data, including constructing processing jobs to load data from multiple sources (vendor flat files, direct database access, web services) in support of data provisioning activities
190
Business Investment Analyst Resume Examples & Samples
- Support one or more of the Fuels NA businesses and act as a key member of the business team it supports
- Provide the investment decision support (via robust economic modeling) for ATNs (Authority to Negotiate), FMs (Financial Memorandums) and support coordination of the business review process in a way which achieves quality, unbiased, and efficient reviews of investment proposals
- Maintain close working relationship with the Fuels North America business and provide meaningful input and challenge into the prioritization of business investment
- Provide the necessary support and guidance to Project and Commercial Development teams as their projects progress through the CVP process in accordance with PcP, GIAAP and EEM policies
- Act as a commercial consultant supporting new contractual commitments, lease renewals, marketing programs, etc
- Develop and maintain cross-functional working relationships with Functional groups such as Treasury, Accounting Policy, Tax, and the Segment head office
- Support the Post-Project Evaluation (PPE) process across the business
- Provide financial modeling, competitive benchmarking and support for projects and strategic initiatives
- Support the Strategic Planning Executive process with financial modeling required to input into the 5-year Strategy Refresh consolidation
- 5 years proven financial analysis and modeling experience
- Proven ability to conduct economic modeling (Discounted cash flows, net present value, etc)
- In depth knowledge of financial statements (income, balance sheet, cash flow)
- Ability to interpret data and present findings
- Strong analytical skills and financial knowledge
- Previous experience navigating complex investment decisions. Ability to interface with teams outside of the business (Accounting policy, Tax, Treasury)
- Ability to consistently, accurately and continuously complete requirements while focusing on continuous improvement opportunities. Actively searching for new opportunities to add value within Fuels NA
- Ability to handle multiple projects simultaneously and adapt to shifting timelines on short notice
- Ability to quickly pick up the business context and see the application of management information and business insights to the broader business and strategic objectives
- Strong impact, interpersonal, networking and communication skills and able to make a significant contribution to management team while offering sound independent advice on Finance matters
- Good ability to model business structure and ability to compare base case to investment case
191
Venture Investment Analyst Resume Examples & Samples
- 1) Conduct research on specific areas of technology including market mapping and macro trends in Ag, Food, Feed, transportation, alternative data and enterprise technology
- 2) Participate in company pitches. Review data, records and financial projections
- 3) Oversee deal flow funnel and support the Managing Director of corporate venture capital to build processes to scale it efficiently
- 4) Develop robust investment processes including assisting in drafting the investment memo as well as financial analysis to model investment trajectories and exit
- 5) Lead in preliminary and deep dive due diligence on target and pipeline companies
- 6) Perform ad-hoc financial and other analysis on existing portfolio investments, as might be needed
- 7) Other activities as required, per direction from Managing Director – Bunge Ventures
192
Senior Investment Analyst Resume Examples & Samples
- Responsible for the assessment, development and delivery of investor data to institutional clients and consultants
- Generates portfolio summary pages for client accounts, creates de-briefing reports on investment managers, formulates opinions on feasibility of investment manager for client portfolios and manages projects to meet client requirements
- In addition, manages competing and fluid client driven deadlines and prepares detailed, quality financial analysis with minimal oversight
- Assist with routine and ad hoc investment reporting
- Participate in investment due diligence meetings and assist with due diligence de-briefings
- Work with the investment research team to complete special projects
- Utilize investment software to analyze investment options
- Present annual plan reviews to investment committees
- 2 -5 years of experience working with investments and corporate retirement plans
- Strong attention to detail and the ability to complete intricate tasks in a timely manner
- Above average financial, analytical, and presentation skills
- Proficiency with a variety of applications including Microsoft Office (Word, Excel, & PowerPoint) and Morningstar Direct
- Working knowledge of finance, economics, and investments
- Interest in enhancing investment knowledge by pursuing CFA and/or CAIA designations
193
Investment Analyst Resume Examples & Samples
- Work with Director of Investment Strategy to create and implement successful investment programs for John Hancock Personal Financial Services, LLC, a registered investment advisor
- Perform quantitative analysis on managed account portfolios and underlying investment managers, including screening, modeling, and performance reporting
- Conduct ad hoc due diligence on third-party investment partners used in various investment products
- Perform analysis on portfolio management software vendor capabilities and resulting outputs
- Collaborate with various internal groups, including the John Hancock Financial Center and the Manulife Portfolio Solutions Group
- Actively participate in product management discussions and projects
- At least 3 and preferably 7 years’ experience in the investment or financial advisory industries
- A deep understanding of the investment or financial advisory industries with the ability to articulate investment concepts in a passionate yet easily digestible manner
- Ability to excel in a very collaborative, start-up culture while maintaining the ability to work individually in an organized and efficient way on projects
- Organized, analytical approach to problem solving
- Strong technical skills in Microsoft Office programs
- Excellent organization, interpersonal, and verbal and written communication skills
- Professional industry certification(s), especially CFA, CFP® or CIMA, or in progress of pursuing
- FINRA licenses – Series 6 or 7, 63, 65/66
- Previous experience in performing quantitative analysis including modeling and simulation techniques
- Familiarity with Agile project management methodology
- Preference for candidates with experience using investment research or practice management tools such as Morningstar Direct, Morningstar Office, Black Diamond, Envestnet, Fi360, etc
194
Investment Analyst Resume Examples & Samples
- Assist with the due diligence on the firm’s investment ideas, including fundamental credit analysis
- Support credit research team on all elements of investment research, including: tear sheets, models, comps, etc
- Communicate extensively with other analysts, directors and managing directors
- Interact with investment bank brokers/bankers/analysts and industry experts
- An undergraduate degree from a highly ranked school, with a strong academic track record
- 2+ years post-undergrad experience at a commercial bank, investment bank (banking or research) or accounting firm
- Prior credit analysis experience is a plus
- Solid modeling skills, strong analytical and financial acumen
- Excellent organizational, interpersonal, writing and presentation skills
- Desire to live and work in Dallas
195
Big Data Investment Analyst Resume Examples & Samples
- C++, Java, Linux, etc
- Statistical analysis
- Strong analytical and mathematical skills with an ability to translate numbers into meaningful information
- Demonstrated problem solving and analytical thinking skills
- Ability to change direction quickly based on data analysis
- Enjoy discovering and solving problems
- Should be able to decide on the needed hardware and software design needs and act according to the decisions
- Ability to communicate complex findings and ideas in plain language
196
Investment Analyst Resume Examples & Samples
- Perform economic analyses of proposed domestic and international investments including: single investor lease structures, lease syndications, portfolio acquisitions, asset restructuring and business acquisitions
- Analyses are performed by utilizing existing models, including commercially available lease pricing software, or by developing unique spreadsheet models
- Participate within a deal team to structure proposed transactions and participate in the closing process
- Support ongoing fleet / investment portfolio management and financing activities
- Must be able to work concurrently on multiple projects independently, solve problems, and produce accurate work through self-checks
- Will interact with all levels of management, as well as deal advocates, portfolio and fleet management staff and internal specialists and must be able to communicate assumptions, results, issues and solutions in a clear and concise manner to all levels of the organization
197
Investment Analyst Resume Examples & Samples
- Assist with rebalancing, premium payments, and other monthly/quarterly tasks
- Support ongoing reporting of accounting and performance data, including production of quarterly/annual performance reports, monthly reports and other adhoc presentations
- Provide performance data analysis
- Perform reconciliation of accounting and performance data
- Monitor and report investment related expenses for all plan assets
- Maintain and update procedures manual
- Support compliance monitoring processes, including maintaining and updating guidelines; tracking guideline violations
- Provide assistance with managing the smaller retirement plans
- Completes administrative duties as needed (filing, record retention, other tasks, etc.)
- Level of Education: 4 Year Bachelor�s Degree required (Major in Finance, Accounting, or Economics strongly preferred)
- 1-2 years of Investment/Finance Operations experience in Trust Operations, Investment Management (Back Office), or Plan Sponsor Operations environment
- Years Of Experience: 1+ to 2
198
Investment Analyst Resume Examples & Samples
- Perform economic analyses of proposed domestic and international investments including
- Single investor lease structures
- Lease syndications, portfolio acquisitions
- Asset restructuring and business
199
Investment Analyst Resume Examples & Samples
- Lead the production of the Group’s monthly investment reports. These reports give consideration to
- The financial performance of multiple investment funds,
- Changes by external investment managers to the asset allocation,
- Comparisons to the Group’s Strategic Asset Allocation
- The completion of these reports shall require a close working relationship with the Investment Data Analyst and the successful candidate is expected to provide a degree of support and guidance to this analyst to ensure the appropriate analysis is reported
- Support the Head of Investments in considering the following
- Effectiveness of the Group’s investment strategy,
- Performance of external fund managers,
- New fund manager / asset class appraisals,
- Answering questions from the Group’s Finance and Investment Committees
- Involvement in the provision of Solvency II inputs including
- Those required in the calculation of the Group’s Market Risk capital requirement,
- Assisting the Group’s Risk function in considering the capital efficiency of the Group’s investment portfolio,
- Review and propose the Group’s Qualitative Reporting Templates (QRTs)
- Review the cashflow forecasts for the Group and subsidiary companies produced by the Group’s Corporate Planning team and communicate the impact on the Group’s investment portfolio
- Produce the appropriate outputs and commentary for inclusion within the Group’s statutory accounts and other external communication with shareholders
- Provide support to the Head of Investments in managing the relationships with multiple external parties such as investment fund managers
- Produce short and long term investment performance projections including views on yields, income and capital values. Analyse and monitor variances against Plan and prior periods on a monthly basis to provide explanations to senior management and help to determine future projections
- As required, assist in the development of financial and/or investment models and reports to assess and model the impact of business opportunities or corporate restructures on the current and future financial results and Group strategic plans
- Assist in the production of ad-hoc analyses to support the businesses’ day to day decision making process
- Newly or part qualified towards an appropriate professional qualification
- Experience of financial and/or insurance markets
- Proven track record in a financial analytical environment
- Able to interpret financial business data and ideally produce clear and meaningful commentary on results and trends
- Advanced system skills including MS Excel, PowerPoint and Word
- Able to work quickly but accurately under time-pressured conditions
- Able to work independently and consider the broader strategic outlook
200
Investment Analyst Resume Examples & Samples
- Analysing different investment markets and evaluating portfolio characteristics using various proprietary tools and models
- Preparation of investment reports and assessing how markets and the investment styles of various managers impact portfolio performance
- Dealing with routine enquiries where no advice is required. These enquiries will come from investment managers, third parties and other Mercer business lines
- Supporting asset allocation and portfolio construction decisions in addition to managed fund selection, and other investment related project work
- Keeping clients informed of major developments within the industry, including governance issues and changes within other investment management firms
- Tertiary qualification preferably in Commerce, Economics, Finance , or other related discipline and/or studying towards CFA, CIMA or Actuarial qualifications
- Recent graduate to one years’ work experience as this is an entry level position
- An understanding of investment markets and products as well as the management of assets
- Competency in numeracy and analytics
- Sound problem solving skills, organisational capabilities and attention to detail
- Excellent verbal, written and interpersonal skills
201
Investment Analyst, Fund Administration Resume Examples & Samples
- Retrieve several bond yields, FX prices, index values and stock prices using the Bloomberg Terminal
- Validate accuracy of all investment products that are over the given threshold using an internal software called IRC
- Validate and upload Universal Life managed values to mainframe systems for CATS, CLAS, and Capsil 4.2
- Perform bank reconciliations
- Enter stock trading activities into MPS
- Prepare stock wire settlements
- Upload segregated funds unit values into MPS
- Act as a liaison between custodian and IS for any delays or issues
- Handle audit requests as needed
- Continuously look for process improvements
- Minimum 2 year’s experience in a similar role
- Investment experience will be highly regarded and advantageous in this position
- Strong data gathering, interviewing, analytical and problem solving skills
- Ability to adapt quickly and easily to changes within the business
- Ability to work independently or in a team environment
- Excellent organization, planning and time management skills
- Able to work overtime hours is a necessity
202
Investment Analyst Resume Examples & Samples
- Providing support to senior consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations
- Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise
- Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines
- Management of projects such as on-boarding of new clients, including direct contact with clients
- Production of bespoke and ad-hoc investment reports
- Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
- Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
- Third level qualification with a strong academic track record
- Should be working towards (or willing to pursue) the CFA qualification or similar
- Possess strong IT skills. (in particular a strong working knowledge of Microsoft Excel, Word and PowerPoint)
203
Investment Analyst Resume Examples & Samples
- Develop skills as a reporting specialist, offering technical expertise and support
- Take on-going ownership of reporting for a variety of large clients and internal uses
- Enjoy opportunities to broaden skills and knowledge through training, development and project work
- Initially focus on building a good understanding of report production techniques and underlying concepts, and quickly develop the skill and attention to detail to carry out technical reviews, in order to deliver reporting in line with Willis Towers Watson standards
- Use appropriate tools to produce/review fund monitoring reports for our clients. Reports may include scheme-specifics, market summaries, manager research, stock-level risk analysis, risk budgeting and more
- Data collation and management; using both our in-house and externally provided database systems
- Provide support for our internal “Market Information Service” email service, assisting with technical queries
- Production/review of manager selection reports, analytical outputs, and generic output such as market summaries and other internal quantitative information products, and other ad hoc reports
- Ensure that production of draft reports complies with quality standards (Professional Excellence and audit controls)
- Supporting ad-hoc administration and project requirements within the Manila Investment Services team
204
Investment Analyst Client Consulting Resume Examples & Samples
- CFA or actuarial qualified or progress towards completion of CFA/actuarial (or equivalent) qualifications
- Proven experience in an investment related role
- In-depth knowledge of financial markets and institutional investments across asset classes
- Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
205
Marketing Investment Analyst Resume Examples & Samples
- University Degree in Finance/Business-Related field +2/3 years of related work experience
- Proficiency with Microsoft Office - Word, PowerPoint, Access and deep Excel skills
- Strong analytical, problem solving and communication skills and attention to detail
- Takes ownership for his/her own work and actively seeks for improvement opportunities
- Experience of working in a fast paced, cross functional environment with tight turnaround times for deliverables
- Travel mobility required
- Fluent English- verbal and written
206
Investment Analyst Resume Examples & Samples
- Works under the direction of ISG leadership and senior analysts to conduct research and analysis of investment and economic topics in support of the development of ISG’s research efforts for Australia and Asia
- Develops insights, recommendations, and strategies that result from the analysis. Actively participates in research meetings to identify and debate investment issues
- Serves as a resource for ISG leadership and senior analysts to assist with monitoring and reporting on market, investment, and economic trends. Develops reports, manages data, and assists with chart and presentation updates
- Develops communications in a variety of formats, including research reports, presentations, articles, and media talking points
- Actively engages with and supports members of ISG and ISG’s key business partners across Vanguard’s sites
- Serves as an investment resource and handles ad-hoc research projects for internal and external clients
- Undergraduate degree. Progress towards or willingness to pursue CFA, MBA, and/or PhD designation is preferred
- Minimum of three years overall business experience, preferable in an investment related area
- Knowledge of global capital markets, economics, and investment concepts
- Proficiency with Microsoft Office (Excel, PowerPoint, Word) is required. Skills with Morningstar, Factset, Bloomberg, or other investment analytic software preferred
- Strong writing and presentation skills preferred
- Ability to work well within a team, as well as individually
207
Investment Analyst Natural Resources Resume Examples & Samples
- Performing comprehensive analysis on investment opportunities including working extensively with Excel, modeling fund performance, conducting individual deal analysis and in evaluating overall performance by examining underlying portfolio investments
- Evaluating new investment opportunities by analyzing oil and gas well production and costs, external managers and operators performance relative to their peer group
- Managing and maintaining CRM system to track managers in the market and direct investments in the portfolio
- Bachelor's Degree from a leading institution in accounting, finance or business
- 1-3 years related work experience (experience within an investment environment and/or prior experience in the natural resource sector industry are a plus)
208
Senior Investment Analyst Resume Examples & Samples
- Undertake analysis of client fund and how they have performed over the last year
- Prepare reports for annual client reviews including the fund analysis and associated performance commentary
- Undertake strategic research for defined contribution pension and financial planning for new and existing clients
- Complete ad-hoc data analysis in support of new client bids and platform changes with suppliers
- Proven experience of successfully completing data analysis within pensions and/or investments is essential
- Knowledge of defined contribution pensions and/or financial planning is highly beneficial
- Experience of working within a data or investment research role is beneficial
- CFA Qualified or part qualified (or similar) is essential
209
Investment Analyst Resume Examples & Samples
- Primarily responsible for completing all routine executive reporting for the Canadian mortgage portfolio (~$8 billion)
- Act as the primary point of contact and fulfill all adhoc portfolio information and analysis requests
- Manage an assigned portfolio of commercial mortgages within the Ontario region
- Complete loan reviews, including conducting physical inspections, preparing a detailed analysis of the collateral, market, and borrower in order to identify key risks and assign an appropriate risk rating
- Establish internal/external relationships in order to maintain strong regional market knowledge
- Working through arrears and developing/executing action plans for loans causing concern
- Completing various post-closing loan servicing requests (i.e. new lease approvals, non-disturbance agreements, expropriations, easements, secondary debt approvals, etc…)
- Managing ad-hoc projects as needed
- 2 + years of previous experience in a data analysis and reporting role (must)
- Knowledge of multi-residential, retail, office, and industrial property mortgage underwriting, commercial real estate market, and property valuation (preferred)
- A Post secondary degree in Computer Science/Business (preferred), Business Administration, Finance or Computer Sciences
- Has or working toward CFA, CPA, or similar professional designation
210
Investment Analyst Resume Examples & Samples
- Support Investment Officers in the business development, investment execution and portfolio management
- In the business development, the Analyst will conduct industry and market research; collect, analyze and summarize the data of the PE funds in the market
- In the investment execution, the Analyst will collaborate with the Investment Officer to perform the data collection and analysis on the prospective Funds investment. The Analyst will also coordinate with the Fund Manager and the internal departments during the appraisal and the preparation for the internal investment decision meeting. The Analyst will also support the Investment Officer during the terms negotiations
- In the portfolio management, the Analyst will participate in the monitoring of existing investments in portfolio companies. This includes reviewing private equity funds information and prepare internal reports based on periodic financial statements, project progress reports, and other information submitted by clients
- Establish and maintain client relationships to ensure responsive client service and to enhance new business opportunities
- Bachelor's or equivalent from a reputable university; preferably with major in accounting, economics or finance
- Minimum 2 years of working experience in a reputable institution in an Analyst role for investment or corporate finance, or 2 years consulting experience with an established consulting firm
- Strong analytical and problem solving skills, sound business judgment to identify issues, and present creative and practical solutions
- Excellent verbal and written communication skills in English. Ability in Spanish or Portuguese will be valued. IFC offers rewarding careers in a multi-cultural, multi-disciplinary and global working environment. All applications will be treated in strict confidence. Please note that only short-listed candidates will be contacted
211
Investment Analyst Resume Examples & Samples
- Provide analytical support to project teams
- Analyze companies financials statements and create financial models
- Perform enterprise valuations using different methods: DCF, Trading Comps, Precedent Transactions, and other as appropriate
- Conduct industry and market research (commodity mappings) and assist in IFC’s business development efforts
- Participate in the monitoring and supervision of portfolio projects
- Participate in all aspects of IFC’s project processing cycle, from project development to disbursement
- Prepare documentation for IFC’s internal processes
- Establish and maintain quality client relationships to enhance new business opportunities
- Prepare presentations and reports for senior management
- Participate in investments negotiations.The position provides an opportunity to obtain broad company, project and sector experience across a large and diversified range of mining companies, and to liaise closely with technical, legal and other staff in IFC’s offices in Latin America and Washington
- Bachelor’s degree with at least two years of relevant work experience in project finance, corporate finance, equity research and/or credit analysis work
- Proficiency in spreadsheet modeling and elaborating power point presentations
- Quick learner with high level of initiative, drive and attention to details
- Comfortable working in a team-based environment
- Excellent written and verbal communication skills in English, Proficiency in Spanish will be an advantage
212
Investment Analyst Resume Examples & Samples
- Monitor existing managers
- Proactively track news on existing investments and markets
- Track investment exposures
- Support preparation of performance, liquidity, and other reports
- Monitor manager terms and fees
- Write and disseminate timely notes on manager meetings, performance, and portfolios
- Source and monitor prospective managers
- Support new manager diligence
- Conduct analytics and ad hoc studies on potential investments
- Travel globally
- Maintain internal and external data resources
- Contribute to project work as it relates to the team’s use of systems and data
- Support broader office initiatives
- Work within team structure to support investment, operations, and performance team via qualitative and quantitative analysis and assistance with presentations
- Be a resource to interface between other PHS departments
- Develop investment skills and positively contribute to the investment success and excess return of the investment pools
- Contribute to business continuity preparedness, documentation, internal processes, and site visits
- Undergraduate or graduate degree with proven academic achievement
- Demonstrated interest in investment markets
- One to seven years of relevant analytical work experience
- Strong quantitative and reasoning skills
- Proven oral and written communication skills
- Excellent MS Excel skill, understanding of statistics, and familiarity with databases
- Interpersonal skills to successfully interact with other groups within and outside PHS
- Ability to handle multiple tasks with accuracy and attention to detail
- Unquestionable ethical standards
213
Investment Analyst Resume Examples & Samples
- Improving or authoring analyses that advance our ability to interpret results and deliver outcomes that exceed expectations
- Communicating with Product Management, Financial Planning, Accounting, and Actuarial groups in order to bring a comprehensive view to analyses that support investment strategy decisions
- Identifying and solving complex requests through quantitative means; when a defined process and/or solution has not been previously established
- Integrating, manipulating, and synthesizing diverse data sources while developing a deeper understanding of data elements and relationships
- Providing compelling recommendations for analytical methods that are supported by well conceived, hard hitting, and pragmatic analysis
- Creating executive-level, focused presentations that impart investment recommendations, strategies, decisions, and performance
- Improving or authoring original documentation
- Developing effective quality controls through each phase of the analytical process
- Bachelor's degree in business, finance, accounting, mathematics, or related field, required
- Minimum 3+ years of professional experience involving direct data analysis, required
- Minimum 2+ years of professional experience working with fixed income assets, required
- Advanced MS Excel skills (including VBA), Intermediate to Advanced MS Access skills, and Intermediate MS Power Point skills, required
- Strong written and verbal communication required
- Experience with fixed income analytics tools such as Bloomberg, Yieldbook, Barclay’s Live or similar software, strongly preferred
- Experience with asset/liability modeling for an insurance company and associated software such as MG-ALFA, preferred
- Demonstrated ability to self-motivate, work collaboratively within teams, and be flexible to accommodate change within a dynamic environment, preferred
- Experience presenting to business leaders/executives with data and data-derived insights to influence their decisions, preferred
- Exceptional problem solving skills with unrelenting focus on practical business implications, preferred
214
Portfolio Investment Analyst Resume Examples & Samples
- Create reporting for portfolios and conduct the performance reviews
- Research and analyze market and industry trends and variances affecting portfolio performance
- Create the presentation material for clients, prospective clients, partners and other stakeholders
- Provide the quantitative analysis for special projects as requested
- Assist with development of policies and procedures
215
Investment Analyst Resume Examples & Samples
- Conduct and provide research and comprehensive credit analysis in support of underwriting investment opportunities along with the monitoring of and ongoing review of existing investment portfolio securities holdings. Components of this analysis will include, but are not limited to analyzing issuer financial statements, the review of bond indenture documentation, filings, disclosures, ratings reports, economic data, sector analysis and the identification of industry trends and their respective impact on potential or existing investment portfolio holdings
- Provide quantitative and qualitative analysis in direct support of the VP/Assistant Portfolio Manager and the SVP/Portfolio Manager and associated fixed-income investment decisions of the Investment Management team
- Utilize systems, tools and resources to prepare reports based on various risk factors and effectively communicate any potential risk exposure
- Actively maintain and communicate internal risk ratings and other risk assessments to the investment team and manage the required documentation associated with this process
- Identify key drivers and risk within differing municipal bond subsectors and industries. Candidate will be responsible for monitoring specific legislative, regulatory, economic and fiscal developments related to the municipal bond market
- Assist the VP/Assistant Portfolio Manager and the SVP/Portfolio Manager with monthly, quarterly and annual reports, as well as ad-hoc projects relating to investment portfolio analysis
- Compile and prepare information for investment security transaction reports
- Develop knowledge of debt types used in the municipal bond sector, such as general obligation, revenue, taxable, tax-exempt, refunding bonds, certificates of participation and Build America Bonds
- Develop an understanding for state and local obligations, education, energy, water and waste water agencies, housing finance authorities, transportation-related entities and other municipal sector securities
- Work with the Bank’s existing external relationships including bond underwriters, sell-side research, credit rating agencies, representatives of municipal bond issuers and other industry professionals
- Work collaboratively with the investment management team
- Understand basic financial statement and credit analysis concepts and/or tools
- Knowledge of investment-related reporting and performance measurement concepts
- Ability to effectively gather market research data in a timely manner
- Grasp economic and financial concepts
- Excellent organizational skills with high attention to detail
- Ability to handle multiple demands and changing priorities as well as an ability to operate in a fast-paced environment and effectively under deadlines, while delivering complete and accurate work
- Excellent interpersonal and written communication skills
- Maintain sensitive and confidential information as needed
- Solid critical thinking and judgement
- Ability to maintain poise, presence and professionalism
- Accepts feedback from others
- Follows policies and procedures
- Demonstrates positive initiative and commits long hours at work when necessary to reach a goal
- Asks for and offers help when needed
- 10-Key Calculator
- Facsimile Machine
- Bachelor’s degree in finance, accounting, economics or business related field
- Minimum of 2-3 years of relevant experience in municipal bond credit analysis, investment bank, mutual fund, insurance company, institutional money management firm, ratings agency, or other significant asset management business is preferred
216
Investment Analyst Resume Examples & Samples
- Acting as main support/project manager on a range of DB Pension Fund clients; ensuring lead consultant receive the appropriate level of support
- Producing reports containing complex investment advice and checking or reviewing more basic reports
- Attending and participating in client meetings
- Determining appropriate investment strategies and structures for clients; engaging with specialist groups, where appropriate
- Supporting analysts with manager selection exercises, checking for inconsistencies and ensuring the client’s needs are being addressed
- Liaising with other internal teams and clients to ensure that any changes to the investment manager arrangements occur on time and in the most appropriate manner
- Liaising with other specialist teams and other Mercer business lines to deliver a streamlined service to clients
- Keeping clients informed of major developments within the industry, including governance issues and changes at investment management firms
- Acting as a mentor and role model for junior analysts, delegating work as appropriate to utilise and develop skills, knowledge and confidence
- Proactively offering contributions and ideas to consultants
- Keeping up to date with the trends in the pension and investment marketplace, how pension funds operate and current market conditions
- Proven Investment Analyst experience; ideally within an investment consulting environment
- Making good progress with your Actuarial or CFA exams and will have or be willing to complete your Investment Management Certificate
- Educated to degree level (minimum 2:1) in a numeric subject and have 300 UCAS points with grade B or above in A Level Maths (equivalent qualifications accepted)
- Ability to challenge existing practices and conventional thinking
217
Senior Investment Analyst Resume Examples & Samples
- Point person for MFSC platform with respect to all business issues
- Manage third party relationship building out the Canadian platform
- Review and assist on development of investment opportunities;[support presentation to HAIG ICM, NRIC and MFSC board for approval]
- Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in presentation of portfolio reviews at client meetings
- Write narratives to accompany quarterly financial reports for assigned accounts
- Respond to client questions and data requests
- Support preparation of investment offering materials and financial model development
- Monitor economics of global timber and timberland markets
- Maintain Client Account Management group data on Canadian platform, update and run reports; seek to improve analytical processes and reporting capabilities
- Monitor and review farmland property budgets and farm management plans
- General knowledge of investment management and alternative asset classes, specifically real assets with expertise in agriculture a plus
- A firm grasp of investment strategy and financial analysis and genuine interest in agriculture / real assets is highly desirable
- Bachelor’s Degree with a major in business, finance or accounting, an MBA, CFA or CAIA is a plus
- Strong client orientation and advocacy and ability to build client trust and long-term relationships
- Ability to interact and build relationships with individuals at all levels of the organization and with external parties
- Excellent organizational skills, ability to meet deadlines, work collaboratively and have strong communication skills
- Excellent working knowledge and practical application of financial principles, policies, procedures and accounting
- Mature and willing to approach problem solving with openness and willingness to understand others’ perspectives with the goal of working towards a workable solution
- High degree of self-motivation and professionalism and work as a team player
- Excellent research skills and ability to present analyses in a clear and concise manner (verbal and written)
- Organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently
218
Senior Investment Analyst Resume Examples & Samples
- Participates as an active member of the team; owns and manages portions of the screening and due diligence process for prospective investments, working as directed by Investment Managers
- Participates in discussions in meetings and reference calls on backgrounds and track records
- Drafts client communications, letters and presentations
- Builds basic Excel models to evaluate investment results
- Conducts, analyzes and summarizes online research on markets, people, firms and investments
- Provides mentorship to other associates
- (If focus is on direct investments) Develops and updates detailed financial models for prospective and existing portfolio company investments
- (If focus is on direct investments) Provides extensive analysis on potential direct investments, including market analyses, valuation analyses, exit analyses, technology assessments, financial statements and business plans
- Proven quantitative abilities and [advanced] (if to be working on direct investments) experience and skills with Excel models
- Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style
- Proven ability to effectively interact and communicate with a wide variety of people at various levels
- Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks independently, accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills and process orientation. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish
- Proven strong analytical skills, including demonstrated experience identifying, defining and resolving complex problems. Includes experience collecting, quantifying or intepreting data to establish facts and draw valid conclusions and provide creative resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided
- Proficient in word processing and spreadsheet applications
- Advanced skills with Excel models
219
Credit Investment Analyst Resume Examples & Samples
- Analyze credit and financial information pertaining to various types of syndicated leveraged loans
- Construct and maintain detailed/complex cash flow models
- Provide assistance in preparation and presentation of credit memorandum to the credit committee
- Monitoring the portfolio on an ongoing basis to determine exit strategies
- Perform administrative and related duties as required or assigned
- Establish and maintain relationships with investment banks, trading partners and financial sponsors
- Maintain good punctuality and attendance to work
- Drive an automobile on Bank business
- Computer skills including Microsoft Word, Excel and Power Point
- Must have superior analytic, financial modeling and writing skills
- Excellent communication skills and professional maturity to discuss complicated issues and opportunities with substantial corporate loan customers, investment bankers and other transaction participants
- Ability to sell Bank services
- Ability to build, motivate and effectively manage one or more lending teams
- Ability to work well under pressure and with exacting deadlines
- Drive an automobile
- Minimum of 2-3 years of relevant experience in credit analysis, investment banking, or equity analysis
- Must be able to demonstrate firm understanding of financial statement analysis as well as complex business valuation tools/metrics such as discounted cash flow analysis and multiple-based valuation analysis
220
Investment Analyst Resume Examples & Samples
- Write up weekly and monthly report for clients
- Provide fundamental analysis of sectors/companies and write research reports
- Research and analysis to support portfolio management
- Assist Fund Manager on dealing for equity stocks
- Assist Fund Manager on assigned jobs
- Bachelor's/ Master's in Finance or any business related field
- At least 3-5 years of equity analyst experience
- Ability to work under dynamic and demanding environment
- Good written and spoken English as well as presentation skills
- Team player attitude with enthusiasm and energetic drive
221
Investment Analyst Resume Examples & Samples
- A university degree in actuarial studies, finance, commerce or other relevant discipline
- Commitment to completing either CFA or actuarial qualifications (for which Willis Towers Watson provides generous support)
- A desire for intellectual stimulation and challenge
- Strong ability to balance lateral thinking with pragmatism
- Strong analytical skills, logical thought processes and strong numeracy
- Strong ability to utilise your written and verbal communication skills to formulate and present recommendations
- A natural affinity with people and the ability to work collaboratively in a team environment
- Strong project management/organisational skills, with the ability to work on multiple tasks simultaneously
222
Associate, Digital Investment Analyst Resume Examples & Samples
- Assist Senior Associates and Managers to enter final buys into proprietary system and issue insertion orders
- Benchmark and value reporting
- Update financials
- Assist with client financials such as budget reconciliation and budget management
- Bachelor’s degree, preferably with a concentration in advertising, marketing, business administration, and communications
223
Investment Analyst Resume Examples & Samples
- Maintenance of Global Connections Entity Database. This includes the following
- Daily monitoring of market corporate actions and rating actions. This includes the use of Bloomberg and other market news sources to maintain up-to-date information for reporting
- Performing data integrity reviews (non rated security checks, special rating equivalent bond identification and maintenance, etc)
- Managing all data files that are loaded into Connections database. This includes downloading and managing all the index information, Asian Territories holdings, mortgages, reinsurance, derivatives, cash files, monthly FX rates, JH SIC codes and monoline exposures
- Daily compliance function for Security Lending (monitoring approved counterparty limits and collateral requirements). Compile monthly & quarterly General Fund Compliance reports
- Daily compliance function for Derivatives (monitoring approved counterparty limits, trader limits, derivative strategies and usage policy)
- Prepare weekly General Fund Compliance reports, and ensure that the information reported is accurate
- Preparation of the Mortgage & Real estate monthly guideline reports for inclusion in key General Fund Compliance reports
- At least 1 year tenure as regular employee from other Division
- Graduate of Business, Economics, Banking and Finance or any Finance course
- Ability to use the desktop computer system
- Mathematical aptitude
- Basic PC skills and knowledge of MS Word and Excel
- Excellent comprehension, analytical and decision making skills
- Good communication skills (written)
224
Investment Analyst Resume Examples & Samples
- BA/BS with concentration in Finance, Accounting or Economics required
- 1-2 years of relevant experience
- Strong quantitative and computational skills (MS Excel/programming/etc.)
- Understanding of accounting via coursework or experience
225
Investment Analyst Intern Resume Examples & Samples
- Perform credit analysis on corporate issuers and to a lesser extent municipal issuers
- Effectively monitor existing holdings and maintain written analysis on issuers and industries
- Become knowledgeable on assigned industry
- Communicate credit trends within sectors and individual issuers
- Recommend acquisitions and dispositions
- Detail-oriented, with strong analytical and reasoning skills
- Strong computer skills required with proficiency in Microsoft Excel
- Ability to analyze large quantities of information efficiently and effectively
- Strong problem solving skills with the ability to quickly identify key issues and analyze them accurately
- Ability to work independently and allocate time and efforts appropriately
- Must have obtained at least junior status in a Bachelor degree program with a focus in Business, Math, Computer Science, or Engineering. The candidate must have an interest or intention of completing the CFA program
226
Investment Analyst Resume Examples & Samples
- You have proven time management skills
- Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths
- You have outstanding communication skills both oral and written, especially in a group settings
- You have strong organization skills and an ability to juggle multiple projects simultaneously
- You thrive in a work environment that is deadline driven
- You are able to work well independently and take initiative without explicit direction balanced with the ability to work as a contributing member of the Sales Support team
- You have a strong understanding of the internal and external economics of our business and the regulatory environment impacting our business
227
Senior Investment Analyst Resume Examples & Samples
- Work with DC Consultants and each client to understand the investment objectives and the membership characteristics
- Develop an investment strategy for each client including the default and self-select fund range
- Undertake regular investment monitoring to ensure the investments are delivering the desired outcome for each client and their members
- Use the analytical resources and tools to support your work
- Significant experience of defined contribution pensions is essential, although defined benefit pension experience may be considered
- Proven investment experience, including developing client investment strategies
228
Senior Investment Analyst Resume Examples & Samples
- Participate in the management of $52B of Global Pension and Savings Plan assets by performing a broad range of financial analysis critical to the successful investment and oversight of Plan assets
- 5+ years of related work experience in banking, investment management, or pension fund management. Prior experience in the area of fixed income and liability driven investing a plus
- Candidate must have well-developed financial modeling and analysis skills, advanced knowledge of Excel / spreadsheet construction is an absolute requirement. Knowledge of FactSet and/or Bloomberg a plus
- Advanced knowledge of statistics is preferred
- Strong written and oral/presentation skills. Proficent in the use PowerPoint
- A general passion for investments and global capital markets
229
Senior Investment Analyst Resume Examples & Samples
- Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues
- Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting; closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner; attend and participate in quarterly client meetings
- Play an important role in investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations and other investment-related activities
- A bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content
- Five to seven years of investment or project management related work experience
- Self-motivated, with an ability to work well in a highly collaborative team environment
- Superior analytical, project management, and communication skills
- Ability to multi-task, manage multiple priorities and work in a rapidly changing and dynamic environment
- Eagerness to learn and keep up to date with the investment industry and market conditions
- Good technical skills, including proficiency in Microsoft Office, specifically Excel, Word and Powerpoint
- Interest in pursuing a Chartered Financial Analyst (CFA) designation or MBA degree
230
Senior Investment Analyst Resume Examples & Samples
- Become well versed on all existing private equity investments covered by his/her team
- Represent the investment deal team to internal and external customers with increasing responsibility
- Prepare periodic reviews of the performance of entities in which we have invested, including investment research and financial analysis
- Executes responsibilities with a broad understanding of investment law, documentation and compliance
- Continues to build on experience/exposure with existing and new portfolio companies
- Bachelor's Degree in business, accounting or economics required
- 3 - 6 years investment work experience with a stronger and broader understanding of investment and credit analysis
- Strong quantitative, analytical skills along with ability to think strategically
- Attention to detail is a critical success factor in this position
231
Junior Responsible Investment Analyst Resume Examples & Samples
- Educated to degree Standard preferably with a relevant degree
- IMC or appropriate post-graduate financial qualification not a requirement but would be useful
- Some experience working in or around responsible investment
- Organised, deadline driven with excellent communication skills
- Dynamic, with strong attention to detail and with aproven track record in dealing with administrative tasks
232
Investment Analyst Resume Examples & Samples
- Due Diligence- Conducts due diligence of existing or prospective investment managers, funds, ETFs, SMA Managers, etc
- Research/Portfolio Management- Contributes to decisions regarding investment selection and manager hiring and termination recommendations for 1st Global's discretionary asset management program
- Reporting and Consulting- maintenance of portfolio aggregates in databases; constructs marketing collateral including reporting of model portfolio and manager results and ad hoc articles. Presents the results of due diligence to 1st Global's Investment Committee
- Level II candidate in the CFA program, or has the CFP or CIMA designation. FINRA series 7, 66 (at hire or within 6 months of hire)
- 4 years of financial services industry experience; some experience in interacting with financial advisors, investment committees and similar internal and external clients within a Broker/Dealer/Registered Investment Advisor or similar investment firm
- Good analytical and problem-solving skills; understanding of portfolio construction; intermediate application skills of analytical tools used in investment management
- Intermediate knowledge of and the ability to be, conversant about a wide range of investment management and financial market topics and concepts
- Good communication, facilitation and organizational skills. Strong attention to detail
- Good presentation and professional writing skills
- Ability to collaborate with other internal teams to advance corporate objectives
- Intermediate proficiency in Microsoft Office
233
Investment Analyst Resume Examples & Samples
- As a subject matter expert, you will possess intimate knowledge and expertise of assigned Fidelity products and will maintain strong knowledge of the competitive landscape
- Leveraging your strong communication and relationship building skills, you will collaborate with investment managers and analysts, and will position and support the investment mandates with the sales and relationship management teams
- Your strong analytical skills will be required to complete detailed quarterly portfolio reports for institutional clients
- As a dedicated team player, you will support portfolio managers with client interactions, as well as providing support to the retail and institutional sales team
- You will assist the product development and marketing teams, while ensuring clarity and accuracy of all product collateral
234
Treasury Investment Analyst Resume Examples & Samples
- Manages or works on department level projects to increase income, reduce costs and manage risks related to Treasury Investments and Foreign Exchange, services, operations, computer systems and technologies; manages research, development and implementation of procedural, operational, and system changes
- Negotiates contracts and manages relations with vendors, suppliers and other external institutions; coordinates efforts of internal and external project team members
- Assists with division level and other external projects related to or impacting upon department operations, systems and technologies
- Conducts presentations and communicates at all levels
- Monitors, analyzes and helps control, manage and improve Treasury performance, internal controls, regulatory and investment policy compliance, and external reporting; prepares for and responds to audits; assists Treasury Investment Officers and management with market analysis; investment/hedging strategy; foreign exchange, asset/liability and interest rate risk management and investment support to government, corporate, and other clients, and to internal branches and departments
- Provides general technical and operations support; initiates, receives, researches, resolves and communicates verbally and in writing on internal, customer and other external inquiries and work related topics; handles operational tasks and transactions; participates in division’s sales and quality service efforts
- Assists with managing staff and operations as required to ensure service level quality standards and deadlines are met
- Ensures proper operational policies and procedures are followed, controls exercised, and errors corrected
- May assist with performance reviews, goal setting, transfer, promotion, termination and other staffing recommendations
- May assist with interviews and recommending candidates for open positions; conducts staff meetings; reviews and approves within authority limits, including tickets, reports, deposits, withdrawals, payments, etc
- Coordinates department capital and operating budgets, human and material resource requirements, and management reports
- Assists in establishing department goals and objectives
- Participates in division long range planning; monitors expenses and expense management efforts
- Performs the functions of higher level technical and management positions for temporary coverage and cross training purposes and in preparation for promotion to that level
- Minimum 3 - 5 years of related work experience in banking or equivalent work experience
- Project/process management experience with significant role and/or vendor management experience preferred
- Previous lead/supervisory/management experience also preferred
- Knowledge of or ability to use Bank software and systems
- Demonstrated written and verbal communication and presentation skills for all levels of management
235
Senior Investment Analyst Resume Examples & Samples
- Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors
- Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests
- Collects and compiles fundamental research on related companies in response to client inquiries
- May lead client meetings to identify client goals and tolerances
- Creates presentations to clients and prospects under the direction of Financial Advisors
- Performs research and analytics used in Investment Strategy white papers for financial advisor or client use
- Coordinates preparation of scheduled and ad hoc performance reports
- Collaborates with internal and external product experts to insure proper due diligence of products
- Company’s working structure, policies, mission, strategies and compliance guidelines
- Advanced investment concepts, practices and procedures used in the securities industry
- Investment management analytical tools
- Financial planning software tools
- Preparing and delivering clear, effective and professional presentations
- Identifying the needs of customers through effective questioning and listening techniques
- Identifying relationships draw logical conclusions and interpret results for use in decision-making
- Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics
- Continuously learn investment products, industry rules and regulations and financial planning software
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
- Keep all appropriate parties up-to-date on decisions, changes and other relevant information
- Use mathematics sufficient to process account and transaction information
- Multi-task and work on a fast-paced, team-oriented environment
- Project positive, professional image both internal and with external business contacts
- Certified Financial Analyst preferred
- FINRA Series 7 and 63 Licenses
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Investment Analyst Intern Resume Examples & Samples
- Pursuing a degree in Business Administration or Organizational Development is preferred with minor or course work in Finance or Accounting
- Established strong academic performance (3.0/4.0 GPA or better)
- Ability to understand the project’s value proposition for the customer and commitment to deliver the best value proposition
- Engage positively across multiple departments and businesses to establish clarity, vision, and mutual trust to achieve business goals. Models collaborative behavior and fosters an environment of openness and mutual trust
- Demonstrate program / project management skills working within teams
- The ideal candidate will possess excellent academic credentials, proven leadership experience, strong analytical and communication skills, change-oriented, demonstrated integrity, and team player orientation. Academic excellence; strong analytical skills; Preferred: Understanding of business concepts/strategy
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Investment Analyst Summer Intern Santa Monica Resume Examples & Samples
- Collaborate in preparing timely and accurate security monitoring, portfolio, and sector related reports for senior management
- Maintain accurate analytics and valuation of securities, as well as monitor and track collateral performance
- Work with our risk management, compliance, operations and client service groups to assure accurate information
- Follow and maintain relevant market information and data to develop presentations to senior management, sales and marketing managers, and clients
- Interact with Institutional brokers on a daily basis to provide trade support
- Work with groups throughout Guggenheim to employ portfolio strategies
- Perform various support and administrative tasks for senior managers
- Demonstrated ability to succeed with limited supervision
- Record of success as part of a team or group effort
- Understanding of accounting via basic coursework or experience
- Proficient in Microsoft Excel and PowerPoint. Bloomberg or programming experience a plus
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Investment Analyst Resume Examples & Samples
- Take responsibility for the analysis of a list of stocks allocated by the Director of Research; typically such a list will comprise 25-30 names
- Ramp coverage on those names within a time period agreed with the Director of Research; typically within 12 months
- Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers
- Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell)
- Publish regular reports on assigned stocks
- Communicate your views to PMs via written reports, voice mails, emails, and face to face meetings
- Host company meetings on companies on your list for PMs when appropriate
- Provide an industry update annually on the industries under your assigned coverage
- Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list
- 5-8 years of relevant experience in the financial industries
- Excellent financial analytical skills
- Strong written and verbal communication capabilities
- Highly motivated, able to think logically, critically & quickly
- Able to work both independently and as part of a Research/Investment team
- Able to obtain an Investment Representative’s license
- Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
- Willing to travel around the region at least 20% of the time
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Investment Analyst Resume Examples & Samples
- Analyzing investment managers’ portfolios and performance
- Responding to clients’ questions and requests
- Gathering and analyzing historical asset allocation, spending, and performance data
- Preparing exhibits and other presentation documentation
240
Investment Analyst Global Solutions Resume Examples & Samples
- Understand and Analyze the investment philosophy and processes using quantitative tools
- Work across teams to implement enhancements/changes to their processes if necessary to ensure investment strategies are consistent with communicated philosophy
- Develop and maintain tools to oversee equity and fixed income portfolios
- Focus on model building, portfolio construction, and refinement
- 3+ years of relevant work experience
- A positive attitude, with an eagerness to work hard
- Bachelor's degree or equivalent, preferably in finance, economics, mathematics or engineering
- Experience in direct investment management with knowledge of quantitative methods and some knowledge of financial markets and investment concepts
- Strong analytical and reporting skills with an Interest and experience in statistics and econometrics
- Strong technical skills with experience using statistical packages and in computer programming (Matlab a plus)
- A high level of initiative with strong organizational skills
- Strong communication skills and ability to interface with senior management
- Programming experience preferred
- Prior work or academic experience in Global Macro forecasting
- Graduate degree (Master in Finance, MBA, PhD work, etc)
- CFA candidate
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Investment Analyst Resume Examples & Samples
- Develop and service client segments and the next generations and beneficiaries
- Develop, profile, and qualify new prospective clients through practice client acquisition strategies
- Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions
- Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM
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Alternative Investment Analyst Resume Examples & Samples
- Research & develop functionality to support and improve complex asset types
- Write SQL queries to gather and analyze data
- Research & resolve data problems and inconsistencies
- Communicate complex information internally and externally
- Import and validate initial client data
- Research complex client & internal issues using a variety of resources
- Identify and implement solutions for process improvement
- Become both an expert and resource for others on complex internal tools, processes, and asset types
- Ability to write and debug VBA
- Securities, finance, accounting and business experience
- Proven inter-personal abilities
- Experience with SQL Server Reporting Services or other Business Intelligence solutions
- Strong understanding of SQL and relational database principals
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Defined Contribution Financial Investment Analyst Resume Examples & Samples
- Financial Analysis – includes data analysis (example includes but is not limited to review investment performance, fund balances, and cash flow data and look for trends and patterns in the data to identify potential errors and perform additional research to rectify the data issue)
- Contract Analysis – review internal compliance and client disclosure requirements, to ensure alignment with client expectations and legal requirements
- Administrative Analysis – managing ad-hoc client requests including problem-solving on administrative and operations issues
- Investment data - review Investment review performance, fund balances, and cash flow from vendors on a quarterly basis that has been entered into a standardized report template; analyzes and interprets data to make recommendations to consultant for the client; peer reviews customized, client ready reports submits report to consultant for use with the client and replies to any questions the consultant may have
- Interpret benchmark data and present to client or consultant. Complete pricing analysis to identify, compare and verify funding sources for vendor/record keeping costs
- Managing the quality and timeliness of client deliverables that they produce for average of 60+ clients
- Participating in client calls and meetings as appropriate
- Delegating, coordinating and reviewing project work as appropriate
- Assisting with the preparation and delivery of clear and concise client-friendly communications. Supports client team in regular and project work: agendas, thought leadership, additional projects, stewardship, compliance or efficiency as needed
- Data manipulation and review – conduct data entry and review for accuracy and reasonableness; provide data template (report) where necessary
- Strong Analytical and mathematical skills
- Excellent interpersonal skills; strong oral and written communication skills
- Ability to prioritize and handle multiple tasks in a demanding work environment
- Ability to work independently and on a team
- State Life Accident & Health Series 6 (or 7), 63 and 65 must be obtained within six months of hire date
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Investment Analyst Resume Examples & Samples
- Strong proficiency and experience in the evaluation of commercial real estate utilizing Argus and discounted cash flow modeling
- 2-5 years of relevant work experience; real estate finance, construction lending and/or valuation/underwriting experience preferred
- Proficiency in Microsoft Office including Outlook, Excel and Word
- The ability to multitask and work within a team environment
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Investment Analyst Resume Examples & Samples
- Investment Analytics Production: Directly support various asset modeling projections / production processes to produce required scenarios and outputs, using either internal models and tools, or vendor models / platforms (including Polypaths, Algo/SMD, Citi Yieldbook, Analytics Library, and/or other tools)
- Initial focus primarily on models for alternative asset classes (private equity and hedge funds), as well as other equities, with opportunities to expand into projections for other asset classes, scenario generation/expansion, other areas of investment analytics production
- Participate in development / preparation of documentation driven by internal or external requirements, including narratives about specific stress test / capital assessment production runs, process maps, procedure documents, or other run time documents
- Perform reviews of inputs and outputs to ensure quality and consistency of results given scenario inputs
- Participate in continuous process improvements and other enhancements to processes or platforms applied in asset modeling and projections
- Support migration of manual processes into production, including design and testing
- Participate in review of processes, operations, controls, change management, and outputs by consumers, second line of defense functions (e.g., ERM, ORM, Finance Control), third line of defense functions (internal audit), and external stakeholders / regulators
- TFS and SharePoint
- Fundamentals in Statistics / Quantitative Methods (Regression Analysis)
- R software / programming (R 3.3.3 & Rstudio)
- VBA and SQL, or demonstrated ability to quickly learn and apply
- Python, C#, and/or Perl also a plus
- Applied asset valuation and modeling
- Process Analysis Techniques or equivalent is a big plus (e.g., six sigma, etc.)
- Excel, and other MS Office products
- Either CFA, FRM, PRM, or working toward is a big plus
- Some experience in production of asset valuation, modeling, analytics preferred
- Strong facilitation and coordination skills
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Senior Investment Analyst Resume Examples & Samples
- MBA or CFA, 5- 7 years of investment experience including experience with asset allocation, quantitative tools, performance analysis and attribution
- Experience with manager research and fund-of-funds structures is desired
- Tactical and strategic asset allocation experience
- Experience with asset allocation software, risk models, optimization, and FactSet Data Systems
- Strong analytical and problem solving skills – ability to understand impacts of simple to complex concepts
- Excellent MS Office (Word, Excel, PowerPoint, Access) Skills. Ability to create presentations
- Ability to effectively multi-task in a fast-paced environment and adhere to deadlines
- Strong verbal and written communication skills. Ability to communicate complex investment issues to a variety of audiences in both in writing and in-person
- Experience with mutual funds, funds-of-funds, and manager research is desired
247
Senior Investment Analyst Resume Examples & Samples
- Assist in the management of the commercial mortgage loan portfolio and additional business plan objectives
- Assist senior staff in the review, underwriting, analysis and negotiation of real estate mortgage transactions
- Perform or assist in site and market inspections, gather and analyze economic and demographic data, become knowledgeable of all relevant market factors affecting rent and derivations of net income and prepare cash flow projections and valuations
- Assist senior staff in preparing and presenting investment recommendations to the Credit Committee
- Assist in developing and running various models in connection with management of the commercial mortgage loan portfolio and current valuation of loans
- College graduate (BA/BS required). Advanced degree highly beneficial
- 3 to 5 years of related experience preferably in Commercial Real Estate
- Proficiency in MS Excel and ARGUS
- Must have strong organizational and leadership skills
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Investment Analyst, Power & Infrastructure Resume Examples & Samples
- Become well versed on all companies and industries covered by his/her team
- Producing investment memoranda on acquisition opportunities
- Financial modeling of investment targets
- Support investment officers in evaluating the performance and prospects of our portfolio companies and analyzing new investment proposals for their risks and likely returns
- Preparing periodic reviews of the performance of companies in which we have invested, including investment research and financial analysis
- Executes responsibilities with a broad understanding of investment law, loan documentation and compliance
- Continues to build on experience/exposure with public companies
- Must have obtained or be near completion of CFA or MBA and/or have acquired significant years of industry experience
- Understands bankruptcy/insolvency process, has direct experience working with troubled credits from working with senior officers on certificate/waiver process and restructuring/recovery cases
- Must be able to manage multiple projects at once
- Strong project management skills; contacts and follows up with legal, accounting, portfolio to move joint work forward
- Strong verbal and written communication skill needed to effectively communicate with Senior Management on financial analyses
- Skill with financial statement analysis is critical
249
Investment Analyst Resume Examples & Samples
- Support sales through analysis of fund layout, investment strategy, and fund mapping
- Respond to field inquiries and provide strategic positioning points regarding JH Signature investment platform and competitor investment strategies
- Explain complex investment and financial concepts in an easily digestible manner
- Perform research and analysis on investments, product features and industry
- 3-5years of relevant investment experience preferably with Defined Contribution experience
- Possession or progress towards CFA and or MBA
- Bachelor's degree required
- Ability to understand advanced investment theories and articulate them in an understandable manner to non-investment professional clients
- Excellent organizational, interpersonal, verbal and written communication skills
- Overall good technical skills including proficiency in Microsoft Excel
- Ability to understand and articulate investment concepts in an easily digestible manner
- Preference for candidates with experience using (Morningstar Direct, FI360, RPAG, etc.)
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Senior Investment Analyst Resume Examples & Samples
- Bachelor’s degree required - major concentration in Business, Accounting, Finance, or Economics preferred
- A minimum of five (5) years of demonstrated experience in investments
- Ability to work well in a fast-paced, team environment
- CFA Charter holder or Candidate
