Investment Analyst Senior Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the investment analyst senior job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

D Torphy

Dimitri

Torphy

854 Lesch Squares

Phoenix

+1 (555) 120 8189

854 Lesch Squares

Phoenix

Phone

p +1 (555) 120 8189

Experience Experience

Phoenix, AZ

Investment Analyst Senior Stf

Phoenix, AZ

Wisoky-Quitzon

Phoenix, AZ

Investment Analyst Senior Stf

Performance - Monitor and support investment performance analytics
Performance - Conduct Monthly performance attribution analysis
Performance - Run daily asset allocation and performance reports
Generation of Quarterly Board of Director Performance & Risk Reporting
Refine and support investment performance & risk reporting systems
Reconciliation of Key Accounts associated with Performance for the Monthly Books & Records
Confirm/Signoff on Performance Numbers associated with Monthly Books & Records

Houston, TX

Investment Banking Senior Analyst

Houston, TX

Barrows-Price

Houston, TX

Investment Banking Senior Analyst

Development of potential buyer lists
Development, training, and mentoring of analysts
Preparation of management presentations
Strong undergraduate and graduate academic performance (3.5 GPA or better)
Background in investment banking, public accounting, or finance
Preparation of Confidential Offering Memoranda
Significant client interaction at multiple levels

present

Detroit, MI

IPB Investment Lab Qualitative Senior Research Analyst

Detroit, MI

Toy-Waters

present

Detroit, MI

IPB Investment Lab Qualitative Senior Research Analyst

present

Organize with team members to assist in the modeling/back testing of investment lab recommendations
Strong background in discretionary investment offering (traditional and alternative)
Oversee and review public company disclosures including earnings calls, conferences, and press releases to complement Citi views and incorporate into analysis
Develop reports that clearly articulate analysis, reasoning and conclusions
Analyze Citi research, forecasts and views to execute the positioning of the strategy to the sales force, Senior Managers, Directors and IPB US clients
Coordinate a review of the investment book for new ideas
Establish and coordinate the analytical thought processes to manage unique insights and perspectives on performance and results on regions, countries, companies and asset classes and connect them to the IPB US investment portfolio, based on Citi views and forecasts

Education Education

Bachelor’s Degree in Finance

University of Delaware

Bachelor’s Degree in Finance

Skills Skills

Provides due diligence on investment managers by monitoring managers’ performance, including analyzing the appropriateness of investment styles, biases and tilts versus benchmarks, the number and types of investment advisors appropriate for each asset class. Attends meetings with the APM/DIS and investment managers to review performance
Assists in developing Plan level investment analytics reporting
Assists in conducting manager research and due diligence when directed for both Defined Contribution and Defined Benefit plans. Responsible for quantitative (evaluation metrics established) and qualitative assessment as part of initial retention process and ongoing relationship monitoring
Work with EY Independence to ensure all investments and third party service providers are not proscribed and all investments are in compliance with Independence joint investing considerations. Complete the BRET process for all potential investment managers and service providers to the plans
Assist in the preparation of presentation materials for quarterly Retirement Investment Committee meetings
Responsible for monitoring industry practices and trends in risk management, investment managers and plan sponsors. Responsible for benchmarking assessments, best practices identification and implementation
Familiar with pension accounting, funding regulations and capital market developments which affect the firm’s retirement plans so to assist with internal audits and in the preparation of 5500 and other regulatory forms
The successful candidate will be an experienced investment professional and with hands-on investment management experience gained through the management of investment managers
Ability to effectively collaborate and establish strong, effective working relationships (at all levels) with treasury, human resources, legal, tax, corporate accounting, internal actuarial team, internal/external audit, investment managers, trustee/custodians and other applicable third parties
Excellent analytical, written and oral presentation skills and proficiency with Microsoft Office products (Word, Excel, and PowerPoint)

Create a Resume in Minutes

14 Investment Analyst Senior resume templates

Read our complete resume writing guides

Retirement Plans Investment Analyst Senior Associate Resume Examples & Samples

Manages asset allocation in all the trusts to policy target levels. Will assist the APM/DIS with managing cash flow needs of the trusts, including investing contributions to achieve desired target allocations while maintaining short-term liquidity to cover expenses and benefit payments
Provides due diligence on investment managers by monitoring managers’ performance, including analyzing the appropriateness of investment styles, biases and tilts versus benchmarks, the number and types of investment advisors appropriate for each asset class. Attends meetings with the APM/DIS and investment managers to review performance
Assists in developing Plan level investment analytics reporting
Assists in conducting manager research and due diligence when directed for both Defined Contribution and Defined Benefit plans. Responsible for quantitative (evaluation metrics established) and qualitative assessment as part of initial retention process and ongoing relationship monitoring
Ensures plan is operated according to ERISA standards. Assists in the preparation of regulatory filing and audit requirements for Defined Contribution and Defined Benefit plans on a timely basis (Form 5500, internal Independence quarterly audit)
Ensure compliance with fiduciary and EY Independence requirements, including but not limited to monitoring key elements of documents (Investment Management Agreements, Trust Agreements, Investment Policy Statements, etc.) such as: extent of manager discretion, relationship between EY and service providers with respect to ancillary relationships (ex.: futures clearing agreements), Errors & Omissions insurance coverage, fidelity bond coverage, Disaster Recovery requirements
Work with EY Independence to ensure all investments and third party service providers are not proscribed and all investments are in compliance with Independence joint investing considerations. Complete the BRET process for all potential investment managers and service providers to the plans
Assist in the preparation of presentation materials for quarterly Retirement Investment Committee meetings
Responsible for monitoring industry practices and trends in risk management, investment managers and plan sponsors. Responsible for benchmarking assessments, best practices identification and implementation
Familiar with pension accounting, funding regulations and capital market developments which affect the firm’s retirement plans so to assist with internal audits and in the preparation of 5500 and other regulatory forms
Interact and liaise as needed with various internal departments, such as General Counsel Office, Partnership Operation, Total Rewards, Global Independence, the Actuarial team and Finance. Also supports Partnership Operation in providing investment-related information to US partners/principals (active and retired)
Analyze a broad range of investment opportunities and their fit with consideration of investment objectives and risk tolerance
Analyze the performance attribution and risk profile of existing investments to evaluate the quality of risks-adjusted returns
The successful candidate will be an experienced investment professional and with hands-on investment management experience gained through the management of investment managers
Ability to effectively collaborate and establish strong, effective working relationships (at all levels) with treasury, human resources, legal, tax, corporate accounting, internal actuarial team, internal/external audit, investment managers, trustee/custodians and other applicable third parties
Excellent analytical, written and oral presentation skills and proficiency with Microsoft Office products (Word, Excel, and PowerPoint)
Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes, including traditional and non-traditional, alterative investment strategies
Oriented to continuous process and productivity improvement
Ability to handle multiple responsibilities concurrently, to self-direct and prioritize responsibilities, and to work independently to perform a variety of tasks with accuracy and attention to detail
Candidates should also be comfortable at challenging others respectfully in investment discussions and have the demonstrated capacity to work effectively in a team environment
Knowledge of pension accounting and funding regulations
Knowledge of legislation and directives pertaining to the Employee Retirement Income Security Act (ERISA)
3-5 years in Finance Related Role
2+ years hands-on investment management experience gained through the management of investment managers

Senior Long Short Equity Investment Analyst Resume Examples & Samples

Analysis of Long Short Equity Investment on Japanese Equities
Screening Investment opportunities
Solid track record in Global Hedge Fund or Global Asset Management company based in Japan
Buy Side experience is must
Minimum 10 year experience in Japanese Equity Research
Native level fluency in written and spoken Japanese and Fluent English
Investment Analyst experience with Tier I Global Hedge Fund

Senior Analyst, Super & Investment Platforms Resume Examples & Samples

Participating as a key member of the Retail Investments business, with a focus on driving a robust understanding of financial performance of the business and delivery of value add advice
Delivery of monthly financial insight and ongoing oversight of ensuing actions required as a result of financial outcomes
Performing ad-hoc analysis into business performance proactively or as directed by the business, to provide insight into performance and identify opportunities for business growth
Contribute to production of business plans and forecasts as required
Working with colleagues across NAB Wealth Finance, developing insights into the performance of the business for the LT, GM - Performance Management and Head of Finance Partner SIP
Drive continuous improvement in existing processes to increase efficiency and create capacity
Strong experience in analysis and management accounting

Senior QA Analyst for Alternative Investment Resume Examples & Samples

Collaborating with business experts to structure test scenarios and define acceptance criteria for the user stories
Conducting context-based, exploratory, and scenario testing for Alternative Investments
Minimum five years of experience working within test environments preferably from the financial industry
Have strong communication skills and be fluent in English (verbal and written)
Contribute actively in development of the teams skills and activities with an positive attitude and energy

Investment Senior Analyst Resume Examples & Samples

Model Control Standards: Supporting plans and activities related to modeling systems and model risk activities across the Company to ensure consistency and transparency of modeling direction, vision, strategy, and appropriate governance controls
Model Validation & Testing: Supporting independent periodic model validation and testing of investment, finance and risk models. This will include review, effective challenge, and written documentation, including assessment of conceptual soundness, model performance/outcomes analysis, and appropriateness of model assumptions, data sources, mathematical formulas and business applications as well as communication of key model weaknesses and data limitations (e.g., inherent model imprecision)
Model Building: Supporting the building of models and analytical tools to support the activities of the Model Risk Management group. This will involve the development of the models and tools as well as the analyzing of output
Reporting: Supporting preparation of regular model risk status reports and reporting key observations and compliance/non-compliance with the model governance policy to Model Risk Oversight Committee. This will include ensuring that emerging risks are identified and appropriately addressed

Investment Management Ccar-ppnr Modeling Senior Analyst Resume Examples & Samples

Closely work with the line of business to develop, challenge, maintain and enhance CCAR models, primarily including PPNR projection models
Perform statistical analysis to test and support all key modeling decisions, which vary from modeling framework and product segmentation to model specification and variable selection
Help document the model development framework, model descriptions, justification of models, analysis of model output, discussion of model limitations, planned future enhancements and governance and controls
Lead discussions with the finance team and the internal model validation team regarding models presented for validation
Own the developed models and produce projections for CCAR/DFAST/ad-hoc scenario analysis
Support discussions with regulators regarding model selection, model specifications and model implication
Continuously evaluate whether models are sufficiently robust to be used in capital planning and stress testing. Suggest alternative or enhanced approaches by incorporating feedback from regulators, business and other stakeholders
Balance strong, innovative research skills with the practical ability to implement workable solution to problems
Have a deep understanding of statistics, including, but not necessarily limited to, regression and time series modeling
Possess excellent coding skills in languages such as SAS, MATLAB, R and Python, as well as willingness to adopt to a new technology environment
Be familiar with investment management business and/or CCAR processes, especially PPNR modeling
Have excellent communication skills to liaise with business and participate in discussions with both internal and external stakeholders
Have outstanding business and technical writing skills
Be meticulous as CCAR models play a crucial role in the firm’s capital analysis and planning, and model outputs have a significant and direct impact on the firm
Masters or Ph.D. in statistics, econometrics or related discipline with at least 3 years of industry experience
Effective time management and ability to meet tight deadlines and handle pressure situations
Strong organization skills, with attention to detail
Familiarity with CCAR / DFAST and relevant regulatory stress test topics
Ability to operate autonomously, as well as be an effective member of a broader team

Investment Management Model Control Senior Analyst Resume Examples & Samples

Manage/maintain the model inventory for the Investment Management division
Work with colleagues to interpret regulatory guidance on model risk management, including OCC 2011-12 and SR 11-7, to establish and maintain appropriate standards and metrics
Liaise with investment teams, model specialists, and model review staff to ensure model affirmation and reviews are current
MBA or Master’s Degree in a technical field such as Mathematics, Statistics, Econometrics or Operations Research
1-3 years of experience in the financial services industry in a quantitative field, preferably with experience in model development/review, risk modeling and portfolio optimization
Programming skills in statistical packages such as R, SAS, Matlab and S+ and familiarity with database systems such as Sybase
Familiarity with vendor risk systems such as RiskMetrics, BlackRock, MSCI/Barra, Yield Book, Barclay’s POINT, SunGard APT is a plus
Driven, highly motivated and results focused, with strong organizational and project management skills
Ability to operate autonomously, as well as be an effective member of a broader team
CFA/FRM a plus
LI-DB1

Investment Management Model Control Senior Analyst Resume Examples & Samples

Manage/maintain the enhancement and operations of model inventory for the Investment Management division
Familiar with regulatory guidance on model risk management, including OCC 2011-12 and SR 11-7 and related standards and metrics
Liaise with technology teams, IM model specialists, and other key stakeholders within Morgan Stanley to support model risk management project execution, automation and reporting
Master’s Degree in a technical field such as Mathematics, Statistics, Econometrics or Operations Research
Programming skills in statistical packages such as R, SAS, Matlab and S+ and familiarity with database systems such as Sybase, MS SQL

IPB Investment Lab Qualitative Senior Research Analyst Resume Examples & Samples

Manage and review all the research, publications, forecast, macro views and analytics coming from all Citi sources such as Citi Research, Citi Private Bank, and the GIC and analyze it for the Investment Lab, sales force, and IPB US clients
Oversee and review public company disclosures including earnings calls, conferences, and press releases to complement Citi views and incorporate into analysis
Establish and coordinate the analytical thought processes to manage unique insights and perspectives on performance and results on regions, countries, companies and asset classes and connect them to the IPB US investment portfolio, based on Citi views and forecasts
Develop reports that clearly articulate analysis, reasoning and conclusions
Analyze Citi research, forecasts and views to execute the positioning of the strategy to the sales force, Senior Managers, Directors and IPB US clients
Direct ad hoc book analysis to establish actionable plans from the research produced
Handle the business’ investment needs and aid in the communication of execution of ideas to the portfolio team
Organize with team members to assist in the modeling/back testing of investment lab recommendations
Coordinate a review of the investment book for new ideas
Participate in the preparation of asset allocation studies for clients on an as-needed basis
Define and administer regular clients publications, communications, presentations and updates
Lead miscellaneous projects, as needed
Bachelor’s degree in Finance, Economics or related fields required. Master’s degree preferred
6 to 10 years’ experience in international wealth management markets, with focus on Latin America
Bilingual (100% English and Spanish required, Portuguese is a plus)
Strong Background in economic and investment analysis experience
Knowledge of trust, insurance, and credit products.
Knowledge of asset allocation and modern portfolio theory
Positive attitude, proactive, change promoter
Knowledge of equity valuation models and derivative instruments
Thorough understanding of portfolio construction, risk management issues, and quantitative methods
Understanding of a wide range of asset classes, financial instruments, and strategies

Senior Financial Analyst Technology Project Costing & Investment M Resume Examples & Samples

Financial leadership resulting in achievement TS financial and operational objectives
Act as the Subject Matter Expert (SME) for ETS/TS Business Case, Contract Renewal and Technology quotation process; manage project intake support activities including initial assessment of project financials and assignment of finance resources
Provide direct support and guidance to ETS/TS partners for the creation and management of business case, adhering to all Bank Policies
Review and assess business cases (Tiers 3 and 4) being submitted to management for endorsement / approval, challenging assumptions as appropriate, highlighting risks and opportunities and other issues that would impact executive decision
Fully understand organizational resources, priorities, needs, and policies; manage internal models to ensure compliance to bank policies
Manage and maintain project pipeline, enterprise project reporting, and ETS/TS business case guidelines; and provides required training as necessary
Champion continuous improvement of project reporting and processes
Facilitate ETS/TS Approval meetings: prepare agendas, develop meeting materials and follow-up, track issues and actions
Collaborate and communicate with senior leaders and their direct reports across ETS/TS; develop and enhance relationships across multiple business units

Maccap Sponsor Coverage & Principal Investment Senior Analyst Resume Examples & Samples

Working closely with the senior team to generate and execute opportunities
Researching and evaluating a range of potential investment opportunities and taking ownership of the output
Undertaking and taking ownership of the valuation work streams for new opportunities including comparable companies, transactions and discounted cash flow analysis
Assisting in the co-ordination of due diligence work-streams
Assisting with transaction management, for example preparation of timetables, working group lists, due diligence scopes and so forth
Assisting in the preparation of transaction documentation
Contributing to internal approval, risk and compliance processes
Outstanding tertiary qualifications in Engineering or Mathematics
At least 2 years of relevant experience in Leveraged finance working for a leading investment bank, with demonstrable experience in structuring and documentation of transactions with both Financial Sponsors and Corporate clients
Demonstrable deal execution experience in Financial Sponsor transactions
Demonstrable experience in the Healthcare sector
Excellent financial modelling skills, being able to independently manage and oversee a valuation including the incorporation of key due diligence findings into a model
Be regarded as an outstanding performer amongst your peers
Strong analytical / numerical skills
Strong excel, power point and word skills

Investment Banking Senior Analyst Resume Examples & Samples

Bachelor’s/Master’s degree with a major in finance, accounting; with 2-3 years’ experience in similar profile
Candidates with relevant qualification, like CFA or CA, will be preferred
Strong project and client handling skills
Eye for details and ability to identify and solve issues effectively on time
Knowledge of database tools – Thomson One Banker, Capital IQ, Reuters, Bloomberg and other financial databases

Investment Analyst Senior Stf, LMV Resume Examples & Samples

Working knowledge of P&L statements, balance sheets
Experience with creating and analyzing corporate business plans
Technology fluency with financial acumen
BS, MS or PhD; preferred Science, Engineering or Technology discipline and/or an MBA or 2-3+ years General Management P&L experience or Operations

Senior Analyst for Benchmark & Investment Governance Resume Examples & Samples

Independently drive the process of supporting the business in evaluating large scale strategic investment opportunities directly impacting financial projections of the Bank
Develop views on how to improve Danske Bank’s financial performance taking an outside-in view, applying a strong analytical mindset and a sound understanding of different economic environments
Communicate insights in an intuitive concise manner to all levels of the organization including top management
Act as a natural sparring partner to other team members and key decision makers

Investment Banking Senior Analyst Resume Examples & Samples

Preparation of and participation in new business presentations
Valuation analysis and financial modeling
Development of potential buyer lists
Preparation of management presentations
Significant client interaction at multiple levels
Interaction with potential buyers
Development, training, and mentoring of analysts
Strong undergraduate and graduate academic performance (3.5 GPA or better)
MBA or equivalent graduate school degree in progress
One year of M&A experience at the Associate level
Background in investment banking, public accounting, or finance
Ability to work a demanding schedule
Highly motivated, with a strong desire to be the "best of the best"

Investment Controlling Senior Analyst, Europe Resume Examples & Samples

Provide support on Appropriation Request (AR) preparation and restructuring projects, manage approval process of investment proposals
4+ years of functional experience in manufacturing controlling, financial controlling, FP&A or Category Controlling, ideally in an international environment
Well organized with solid financial and analytical skills, capable to interpret and confront financial outcomes
Strong interpersonal skills and effective communication style, ability to influence cross-functional stakeholders at various level of seniority
Open-minded and proactive in seeking solutions
Proven track record of self-management and prioritization
Team player, with ability to stand alone

Investment Analyst Senior Resume Examples & Samples

Coordinates with legal and managers for document reviews
Assists in the internal portfolio management and trade settlements
Runs the monthly management reports and prepares the CFO monthly presentation
Runs the manager's performance report and reconciles the performance with managers
Assists in the retirement asset management and prepares committee meeting reports
Assists in venture funds reviews and venture capital reporting
Works closely with the Treasury Accounting group to replace statutory deposits
Assists auditing and accounting departments in obtaining documentation on investments for audits
Files documentations and works on ad-hoc projects
BS/BA in Accounting/Finance required. MBA and / or progress toward CFA preferred
Minimum 3 - 5 years of financial experience or a combination of education and experience required
Prior investment experience preferred
Strong analytical skills and good organizational skills
The ability to work independently required

Investment Management Operational Risk Senior Analyst Resume Examples & Samples

Bachelor’s degree in Finance or related discipline
3 to 5 years of relevant Risk/Governance experience, preferably in the financial services industry
Understanding of risk management policies & procedures
Ability to conduct root cause analysis and identify trends
Experience with risk assessment methodologies
Strong problem solving, organizational and project management skills
Experience with Microsoft Office products, including, Excel, PowerPoint and SharePoint

Senior Client Investment Analyst Resume Examples & Samples

Provide front line contact for on-demand client calls and inquiries. Identify and prioritize critical client requests and needs. Partner with senior team members (Senior Client Executives) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate
Manage and coordinate quarterly investment reviews, presentations and client communication materials with Global Shared Services. Ensure accurate and high quality deliverables
Monitor and assist internal partners with critical client deliverables including: comprehensive investment policy review and development, investment implementation/rebalancing, performance reporting and evaluation, asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs
Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries with Global Shared Services
Main point of contact for limited number of assigned clients. Accountable for client retention and net revenue of assigned clients. Maintain client's long-term strategic allocation and provide strategic/tactical advice in conjunction with applicable client types. Attend client meetings and events
Bachelor’s Degree in Business, Finance, Economics or Investments/Actuarial or Mathematics. Master’s Preferred
FINRA Series 7 & 63 required
5 years of demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area
5 years of institutional investment management experience in client service, consulting, or portfolio management
Working knowledge of asset allocation theory, modeling, and performance measurement
Demonstrated client relationship ability
Excellent verbal and written communication skills. Including ability to listen carefully and critically, Ability to influence and people
Team oriented; networking with others and partnering with peers
Technology skills: MS Excel, PowerPoint and database capability

UK Investment Bank Cro-new Business Senior Risk Analyst Resume Examples & Samples

Participation in the New Business process
Coordination of the approval and post-approval processes within the UK IB CRO
Preparation of the consolidated risk impact summaries for the UK IB Chief Risk Officer
Understanding bank’s risk appetite and challenging any inconsistencies
Interacting with DIR/MDR level partners from London on a daily basis
Involvement in the risk oversight process for Product Variants; understanding risks associated with complex derivative products; assessing consistency with risk appetite
Report preparation for UK risk management committees (New Business and Product Variants)

Investment Portfolio Manager / Senior Analyst Resume Examples & Samples

Conduct independent and in depth fundamental research with a focus on industry/subsector trends and developments and individual security selection
Make investment recommendations based on written investment thesis and earnings and cash flow models
Oversee the Information Technology positioning and holdings in different portfolios
Provide insights to the broader team in how technological innovations can impact (positively and negatively) other sectors and industries
Participate in portfolio meetings and help strengthen the investment process
Willing to assist senior leaders and business development with marketing efforts
8-12 years of investment experience, including experience in global developed and emerging markets
A deep knowledge of the Technology sector (technology insights versus financial insights). Experience in adjacent sectors such as consumer electronics, internet retail, or electronic gaming is strongly preferred
The candidate should have successful track record as an analyst/investor with a history of outperforming peers and/or benchmarks
Have a price & valuation discipline and have a strong understanding of and appreciation for accounting practices and accounting methodologies and capital allocation decisions
Have the ability to communicate and present effectively
The ideal candidate should have a bachelor’s degree in finance, economics or a related field. An MBA or CFA is strongly preferred

Investment Tax Senior Analyst Resume Examples & Samples

Participate in the oversight of external service providers to ensure completeness, accuracy and timeliness
Develop technical tax knowledge in the area of financial products, including financial derivatives such as futures, options and swaps
Develop technical tax knowledge in the highly specialized areas of regulated investment companies (Subchapter M) and investment partnerships
Understand the tax rules in foreign markets in which our funds invest and oversee tax documentation requirements for registration, foreign tax relief at source and foreign tax reclaims
Assist with the tax provision process, ASC 740 documentation and financial statement disclosures
Evaluate and support new investment products through researching proposed investments, product structures and operational requirements
Participate in the calculation of fund distributions in accordance with the excise tax requirements
Learn to research security attributes and data though resources such as Bloomberg and service provider accounting systems
Assist with domestic and foreign compliance, foreign country investor tax reporting and research needs for our UCITs funds
Masters in Tax or CPA license preferred
2 years or more of experience in tax or fund accounting

Investment Information Services Analyst Senior Month Fixed Term Contract Resume Examples & Samples

Conducts research and analysis
Conducts research and analysis (e.g., gap analysis, impact analysis, cost benefit analysis, financial analysis, statistical analysis, data analysis, risk and return analysis (RRA), root cause analysis, problems analysis, system and process mapping) concerning business processes, products, procedures, and goals
Provides information, solutions, and options to stated problems to management to help make informed decisions and formulate strategy, considering technical and business process impacts
Gathers and reviews business requirements
Participates with internal development team to solicit end user requirements, gains understanding of the purposes or goals of various processes, offerings or practices. Ensures full understanding of issues and enhancements that need to be addressed
Analyzes, elicit and documents business needs and requirements
Creates well defined business cases
Analyzes the value of an idea, concept, request or potential project including, defining the scope, objective, and baseline requirements. Communicates and describes findings in business terms to ensure effective understanding and decision making to aid in the proposal process
Assists senior management in making informed decisions on business strategy, gaps or improvement opportunities
Coordinates user acceptance testing, which may include identifying testers, developing test scripts, and conducting test execution. Must effectively document test issues
Ensures solutions accurately deliver the documented business requirements prior to implementation
Identifies, documents and manages project task responsibilities. Includes identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes
Provides information on business processes and system functionality. Serves as a knowledge resource to the business and technology areas

Investment Analyst Senior Stf Resume Examples & Samples

Refine and support investment performance & risk reporting systems
Performance - Monitor and support investment performance analytics
Performance - Run daily asset allocation and performance reports
Performance - Conduct Monthly performance attribution analysis
Risk - Run Monthly Risk reports
Risk - Conduct Monthly multi-factor analysis
Risk - Monitor and analyze investment portfolio holding exposures
Interact with Custodial banks, Fund Administrator, Internal/External Investment managers/traders, and Brokers as appropriate to research or investigate discrepancies between reporting systems
Confirm/Signoff on Performance Numbers associated with Monthly Books & Records
Reconciliation of Key Accounts associated with Performance for the Monthly Books & Records
Generation of Quarterly Board of Director Performance & Risk Reporting
Special projects supporting reporting various groups within the organization
Bachelor’s degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10-15 years or more of related professional experience. A minimum of 8+ years of performance reporting
Solid understanding of investment performance and risk analytics
Rich working experience of performance analysis and risk
Working knowledge of institutional investing in various asset classes including, equity, fixed-income, commodities, hedge funds, private equity, real estate, etc. and familiarity with derivatives
Demonstrated persistence to see projects through completion and the ability to work independently and in a team environment
Ability to develop solutions to problems of unusual complexity which require a high degree of ingenuity, creativity, and innovations. Challenges are frequently unique and solutions may serve as precedent for future decisions
Ability to maintain professional relationship with internal/external personnel
Ability to work in a Deadline Driven Environment and both enforce service level agreements with outside vendors and internal peers
Effective time management and communication skills with the ability to organize a workload with competing priorities
Technology systems experience and familiarity with VBA, SQL, MATLAB, FactSet, Bloomberg, Advent Geneva, Imagine, and Barra
Experience with trade order management and/or portfolio management systems for Listed and OTC Derivatives
Ambitious, self-starter with an attention to detail
Knowledge of Alternative Investments (hedge funds, private equity, real estate, commodities, OTC Derivatives)

IT Portfolio & Investment Analyst, Senior Resume Examples & Samples

12+ years of experience with supporting portfolio management processes
12+ years of experience in the Army, DoD, or IC
Experience with Microsoft Office, including Outlook, Word, PowerPoint, Excel, and Project
Experience with performance management

Download Investment Analyst Senior Resume Sample as Image file