Investment Director Resume Samples

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F Lindgren

Felipe

Lindgren

36691 Jerde Islands

Philadelphia

+1 (555) 483 1568

36691 Jerde Islands

Philadelphia

Phone

p +1 (555) 483 1568

Experience Experience

Los Angeles, CA

Director, Video Investment

Los Angeles, CA

Gerlach, Pouros and Hagenes

Los Angeles, CA

Director, Video Investment

Someone who can develop/has established relationships with co-workers and within the national television community
Train, direct and manage assistant and buying staff that work on those accounts
Participate in management level company activities
Manage a team of 5-10 people, estimated, dependent on client assignments
20% - Management/Supervision
10% - Relationship Management
Package, negotiate, present and maintain the accounts within the group

Detroit, MI

Director, Investment Management

Detroit, MI

Cremin-Roob

Detroit, MI

Director, Investment Management

Develop and maintain strategic asset management plans for the assigned portfolio
Review/ approve annual budgets, operating and capital plans
Review/approve leasing recommendations
Monitor and evaluate property manager and leasing agent performance
Monitor and evaluate market conditions (economic as well as real estate specific), and maintain a view on key measures including rental rates, occupancy and absorption
Manage relationships with joint venture partners, which include oversight and quarterly/ad hoc co-ownership meetings
Support and contribute to achievement of the portfolio investment targets, by analyzing and recommending asset acquisitions, disposition and development opportunities

present

Dallas, TX

Sales Director, Traditional Investment Funds

Dallas, TX

Glover, Barrows and Wiza

present

Dallas, TX

Sales Director, Traditional Investment Funds

present

Develop and maintain a working knowledge of fund industry
Create and manage sales pipeline
Develop and support sales presentation and design
Execute on assigned marketing and sales plan
Analyze sales territory and provide strategic plan
Coordinate and manage the RFP process
Work with internal and external counterparts to close sales

Education Education

Bachelor’s Degree in Flexibility

Quinnipiac University

Bachelor’s Degree in Flexibility

Skills Skills

Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism, sales and service excellence
Utilizing enablers (e.g. dashboard reporting, CRM, etc.) and supporting the adoption of new tools, technologies, and processes to effectively manage the region
Exhibiting an ability to listen, negotiate and communicate goals
Leading, coaching and motivating the team to exceed profit plan and sales objectives and recognizing/rewarding sales/service excellence
Managing the regional profit plan (e.g. revenue planning, expenditures, etc.)
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Managing Director PIC, as applicable
Developing a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
Serving as the primary leadership contact for the region, establishing close working relationships with other Scotia Wealth Management, Wealth Management Client solutions and Scotiabank partners to create business line awareness and generate internal referrals
Broadening and deepening client relationships by bringing together the expertise and resources of Scotia Wealth Management to deliver the full range of Scotia Wealth Management solutions to clients

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Director, Investment Services Marketing Resume Examples & Samples

Develop Strategic Marketing Plans including metrics, and oversee the plan execution to deliver the expected results. Ensure plan is in sync with budget, resources and timing
Collaborate with Lines of Business (Institutional Relations (IR) and Sales) and Investment Services Management to set strategic direction for the initiation and execution of new Institutional Investment services marketing programs, including investment reviews, investment webinars and presentations
Leverage expertise of Marketing partners and potential outside agencies to develop the most effective integrated strategies for our customers. Includes the development of creative briefs and partnership with Marketing Services Account Managers for all creative deliverables
Drive positioning and packaging and lead development/maintenance of all marketing, client and field communications and content (electronic and print) to support key products and services. Act as primary lead to Marketing Communications. Help insure operational readiness
Champion client needs through development of integrated end- to- end client experience related to investment fiduciary services and investment reviews. Partner with Asset Management to ensure alignment with proprietary funds and with IR to ensure product/service is positioned within broader Institutional total offer and value proposition
Collaborate closely with other teams within Institutional Marketing (RFP; Communications, Education & Advice; Institutional Sales Marketing; Institutional Packaging) to ensure consistent content (positioning and messaging) for plan sponsors and intermediaries
Continually enhance existing Institutional investment products/services to achieve stated business goals, objectives and customer needs
Lead prioritization efforts and resource management activities to ensure resources are optimized and that the highest value work affects the clients and advances the firm in the marketplace
Represent Institutional Investment Client business needs to other Marketing areas including Individual, Asset Management and Centers of Excellence (Marketing Communications, Digital, Corp. Communications, etc.)
Work with Corporate Communications to identify media and thought leadership opportunities
Manage marketing budget to support business goals. Analyze and report on effectiveness of marketing initiatives to business partners and propose recommendations on future strategies that maximize organizational cost effectiveness
Participate in development of Business Requirements for new Institutional Investment Services
Continually leverage real-time learning from client feedback and the frontline to refine sales support and client facing communications to optimally support field in execution of new services
Minimum 10 years related financial marketing/business experience
BA, MBA preferred
Knowledge of institutional investment services/products. Experience working with B2B and B2B2C models
Facile in MS Office: Word, Powerpoint and Excel
Strategic thinker and quick learner with superb planning and execution abilities. Demonstrated superior agility in moving between strategy and executing with excellence
Ability to prioritize high volume of work
Flexible, yet able to lead and drive clarity to attain results within a highly fluid and complex environment
Seasoned relationship builder able to establish effective partnerships at all levels and functions of the organization. Proven ability to influence key decision-makers and others where no direct reporting relationship exists
Project management discipline, relationship management, team building, presentation and communications skills that establish trust, credibility and respect
Demonstrated understanding of marketplace, competitive landscape and regulatory environment and compliance process
Successful experience in positioning, forecasting and attaining objectives in a metrics driven environment
Ability to thrive independently
Knowledge of retirement plan industry (403b or 401k)
Proven track record understanding institutional plan sponsor, intermediary and participant needs
Developed and implemented strategic marketing plans

Gwm-investment Director Team-performance Analytics Officer Resume Examples & Samples

Manage the third party fund approval process in coordination with the hedge fund, mutual fund, and private equity due diligence teams
Manage the third party fund approval performance governance process
Maintain minutes and approval of for all governance meetings
Maintain independent performance measurement and monitoring data for all third party funds
Engage in regular dialogue with due diligence teams to monitor performance
Graduate degree in a quantitative discipline
Five to ten years of financial industry experience
Strong database (SQL) and Excel (VBA) skills

Gwm-investment Director Team-operational Due Diligence Resume Examples & Samples

Development of an operational due diligence process specifically tailored to ’40 Act mutual funds and UCITS funds
Presentation of operational due diligence findings to the global investment review committee as well as the global investment performance governance committee
Interaction with 3rd party investment managers to assess business structure, operational processes, valuation practices, compliance policies, technology infrastructure, and counterparty/collateral management
Interaction with various service providers including fund administrators, custodians, depositories, trustees, and auditors

Media Investment Director Resume Examples & Samples

Strong interpersonal skills, ability to establish relationships
Strong communication skills, both written and spoken
Ability to multitask and be flexible
Positive attitude, team player
Proactive, ‘lean forward’, curious nature
Strategic mindset
Strong passion for National TV Buying
5-7 years of National Broadcast Buying or Planning experience

Regional Director Private Investment Counsel Eastern Region Resume Examples & Samples

Develops and executes strategic business plans by
Leading the execution of the PIC Value Proposition across the assigned region
Contributing to pricing as appropriate
Providing direction and support to direct reports for resolution of complex client issues in a timely manner
Developing a visible community profile for Scotia Wealth Management and PIC and maintaining relationships (not as PRM) with market/regions top clients to reinforce the value the Bank places on their business
Developing and maintaining an external COI network for external business referrals
Broadening and deepening client relationships by bringing together the expertise and resources of Scotia Wealth Management to deliver the full range of Scotia Wealth Management solutions to clients
Actively managing performance of direct reports against sales goals/business plans
Providing effective and timely training and performance management
Collaborating with Solutions Regional/Market Directors to designate primary relationship managers assignments
Providing leadership support to relationship managers in acquiring new Scotiabank relationships
Managing the overall quality and timeliness of client service in compliance with corporate policies and procedures, the operation document(s), legislation, and court precedent
Leads the risk management strategy for the region by
Managing escalated clients complaints, claims, legal actions and regulatory reviews, examinations to ensure timely resolution and implementation of effective corrective actions
Resolving issues and negotiating between team members and partners / stakeholders in other areas to meet objectives, overcome obstacles and guide team members to alternatives as required
Ensuring effective management controls are in place
Maintaining a high degree of working knowledge of regulatory and legislative requirements in all jurisdictions within assigned region
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Managing Director PIC, as applicable
Maintaining oversight of local supervisory functions and Tier 1 compliance requirements
Partnering with Compliance to create and maintain regulatory policies and procedures including assigned authorities and limits
Managing the regional profit plan (e.g. revenue planning, expenditures, etc.)
Supporting client experience issues and the formal complaints process
Completing annual complement plan, monitoring staffing levels and making adjustments to plan as appropriate
Through strong collaboration with PIC Eexecutive Office teams ensures due diligence in operational processes on technology, process enhancements and adoption of best practices in investment management
Ensuring daily and periodic management controls are in place and effective
Provides leadership to motivate and develop individual and team performance by
Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism, sales and service excellence
Identifying and supporting training and developmental needs of team members and participation in the development of training programs
Managing staffing requirements and departmental workloads
Solid understanding of Canadian Wealth Management objectives, strategies and structures
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
A high degree of flexibility is required to adapt to a wide variety of tasks and functions

Regional Director Private Investment Counsel Western Region Resume Examples & Samples

Negotiating and executing the region’s overall investment portfolio growth and sustainable revenue generation strategies, market strategies, profit plan & sales goals
Developing regional strategies aimed at further engagement of FC partners to enhance business acquisition goals
Serving as the primary leadership contact for the region, establishing close working relationships with other Scotia Wealth Management, Wealth Management Client solutions and Scotiabank partners to create business line awareness and generate internal referrals
Representing Scotiabank at various industry and regulatory functions at the assigned market area level
Leads the sales/service management strategy by
Leading, coaching and motivating the team to exceed profit plan and sales objectives and recognizing/rewarding sales/service excellence
Ensuring the use of structured sales disciplines in all business development activities
Developing a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services
Championing and facilitating the sharing of best practices to enhance client and relationship managers experiences (e.g. strategy & business development campaigns)
Supporting Managing Director and overall PIC business with proactive and timely feedback on business risk, solutions and industry best practices
Ensuring the region complies with all regulatory and compliance requirements including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FATCA, QI, Know Your Customer, CASL
Providing direction and support for unit audits and ensuring timely responses to any audit findings and sustainment of corrective activities
Reporting unusual or suspicious transactions in accordance with policies and escalating to PIC Executive Offices as required
Oversees compliance management for the region by
Overseeing the implementation and execution of regulatory changes
Ensures operational effectiveness for the region by
Executing the PIC recruitment strategy for the region by attracting and retaining top talent for key roles including maintaining a network of competitor contacts and potential recruits and fill recruitment pipeline, managing the interview and hiring process, coordinating the onboarding of new employees with the local market
Maintaining a succession plan including input into the Bank’s Leadership Resource Planning
Utilizing enablers (e.g. dashboard reporting, CRM, etc.) and supporting the adoption of new tools, technologies, and processes to effectively manage the region
Through strong collaboration with PIC Executive Office teams ensures due diligence in operational processes on technology, process enhancements and adoption of best practices in investment management
Ensuring workflows and organization plans are efficient and effective
Driving the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients
Ensuring the performance management process is in place and employee development is a priority for all employees on the team
Regularly scheduling one-on-one coaching with direct reports
Contribute to the effective functioning of PIC by
Building effective working relationships across the team and with various business lines and corporate functions
Facilitating a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
7-10 in the investment industry, strong preference for wealth management / brokerage experience
Thorough investment management know-how and depth of experience required as it relates to understanding economic and market data in order to describe CWMA’s investment strategy to partners and clients
Through knowledge of Scotiabank investment and banking offerings within Wealth Management and Canadian Banking network
Proven strategic and tactical planning skills and proven ability to execute against the plan
Strong sales management and leadership skills to ensure the highest service standards and appropriate resources are made available to the Bank’s highest value clients
Expert knowledge of client experience drivers and demonstrated success and passion for putting clients first including the ability to create and sustain a client focused sales culture
Advanced knowledge of sales techniques and prospecting
Ability to work collaboratively with other stakeholders for the benefit of the Bank’s clients
Strong interpersonal, verbal communication and negotiation skills and professionalism are essential to effectively leading sales team, and managing sophisticated clients, prospects, and COIs
Ability to relate comfortably with affluent and influential clients and referral sources in both a business and social context
Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements and general management improvements
Proven record in compliance and regulatory oversight
Ability to recruit and retain top talent

Director, Investment Consulting Resume Examples & Samples

Conduct investment strategy meetings with select clients (usually quarterly), to include discussion/analysis of performance results, economy/markets, fund developments, and investment strategy. Includes meeting preparation and completion of necessary follow-up
Perform on-site due diligence with firm’s key investment managers and publish “Research Updates” for clients
Manage completion of ad hoc projects as requested by clients (manager RFI projects; DB custodial searches; etc.)
Manage completion of ad hoc projects for firm growth & development
Assist in the acquisition of new business
10+ years of investment management industry experience in client service, consultative sales, consulting and/or portfolio management, ideally in the defined contribution/defined benefit marketplace
10+ years of comprehensive, working knowledge of economics, capital markets, portfolio theory and their relationship to portfolio implementation and performance
10+ years of working knowledge in advice and investment solutions that encompass the investment management process including governance, asset allocation, pension finance, investment policy, portfolio structure, manager research and performance
Strong interpersonal and relationship building skills are required
Strong verbal, written and persuasive communication skills are required
Executive presence, ability to lead meetings is required
Problem solving skills are required
7, 63 License is required
CFA charter holder required

Director, Investment Performance Research Resume Examples & Samples

Provides and presents to internal/external clients (TIAA FSB, Boards Executive Leadership, OIC, client-facing PMs) information pertaining to product characteristics such as performance, attribution analysis, asset allocation and benchmark methodology and portfolio management processes
Streamline and simplify communication of performance-related data to enable directors and committee members to better understand investment performance in conjunction with fulfilling their fiduciary responsibilities
Partners with investment managers to develop and continually update current state analysis documentation for all investment processes
Recommends key business strategies to management; supports a culture of compliance, ensuring adherence to government and self-regulatory requirements / policies. Participates in preparing key planning documents for senior management. Facilitates interaction and collaboration with internal and external business partners; supports development and implementation of business processes necessary for effective interaction
Works with client-facing areas and TIAA Board Committees. Also works with Investment Management, Portfolio Management, Business Development Sales and Service, Marketing, Finance & Actuarial, Risk Management and Compliance
Responds promptly to requests by senior management and the Board for product management and product-related research and analysis based on changing market or corporate landscape (e.g. financial projections, Scorecard, active risk)
Reviews performance results, identifies and communicates trends to management
Ensure continual alignment of firm investment philosophy (downside protection and capital preservation) and portfolio results. Monitors strategy performance is meeting client goal and product return expectations
Reviews various product and reporting artifacts including current state benchmark methodology, fact sheets, investment scorecards and committee reporting and recommends further alignment opportunities with Asset Management as appropriate
Development of educational materials around attribution analysis to help client-facing PMs/WMAs better understand and communicate performance to clients
Partners with Investment Managers to validate investment trends and implement strategy redevelopment plans when necessary
Functions as internal consultant as needed, working with Asset Management, Individual, Institutional Financial Services divisions to assess various products as well as meet with internal/external clients to review investment performance and strategies. Works with LOBs in gathering and retention of assets. Defines optimal modes of business and financial analysis in order to equip product managers / client-facing staff with appropriate tools and knowledge
Develops and maintains comprehensive database of key business performance data, as well as repository of market research/data sources; establishes deployed product inventory. Reviews recommendations regarding new approaches, technologies and processes
CIPM, MBA and/or CFA or equivalent is required
8+ years of experience in investment/product management within the financial services industry is required
Advanced Excel, VBA, SQL, Access, PowerPoint, Visio Tableau, PowerPoint is desired
Claritas and/or PMP certification is preferred

Director, Investment Analyst Resume Examples & Samples

Bachelors degree required. MBA a plus
7+ years in investment services or capital markets, with exposure to senior level executives in client facing or phone based role
High net worth or full service business experience preferred
At least 3 years trading experience across varied asset categories, with understanding of trading systems and Bloomberg
Series 7 and 63 licenses required
CIMA or CFP preferred
Ability to set tone of guidance, leadership and market knowledge, inspiring confidence in senior level clients and colleagues, in order to achieve aggressive revenue goals
Proven ability to study current market trends and financial products, articulate a point of view, and have broad investment conversations with clients across diverse asset categories
Demonstration of strategic influence, in developing a holistic approach to the integration of investment strategy and recommendations that consider market conditions
Demonstration of ability to apply creative investment solutions, that go outside traditional products and support client needs
Strong knowledge of equity and fixed income markets, as well as general knowledge of brokerage products and services
Ability to communicate effectively with all levels of the organization, either face to face or over the phone
Strong thought leadership, contributing to meetings and providing direction to the conversation
Ability to handle simultaneous projects, often with tight deadlines
Team player with strong work ethic and ability to achieve aggressive revenue goals

Investment Director, Enterprise Advisory Resume Examples & Samples

Conduct analyses, prepare materials and advise clients (and/or colleagues) on strategic, accounting, governance, and budgeting issues related to investment planning, strategic planning, or liquidity planning
Lead strategic planning, capital planning, governance, and related projects for clients
Lead projects that assess the LTIP in the context of the client’s business model
Work with and present to Investment Committees, Finance Committees, CFOs or CIOs of client institutions
Conduct original research and write research reports or working papers on timely topics of interest to our clients Facilitate other Investment Directors’ understanding of the impact of the LTIP on the client’s business model
Facilitate other investment directors’ access to the information necessary to answer client queries and client demands
Facilitate other Investment Directors’ understanding of the business model of their clients and the possible implications for investment planning
Present at, and/or help to plan for, client conferences and roundtables
Assist in marketing to prospective clients. Be aware of external developments affecting clients’ governance, planning, or strategic position (e.g., changes in tax law, developments in scrutiny by government and other agencies, accounting rule changes affecting valuations and liquidity definitions as well as institutional financial reporting, effects of recession on clients’ revenues, significant changes in Moody’s assessments of clients’ “outlook” or rating)
Circulate to other Investment Directors the above information, as appropriate. Be familiar with CFO-type responsibilities
BA/BS required. An MBA, MPA, or equivalent degree strongly preferred. CPA and/or CFA desirable but not required
Appropriate experience, gained from work at or for endowed institutions or other entities with an LTIP; and/or consulting experience in the principal duties described above
Demonstrated analytical skills
Ability to manage complex projects
Ability to listen and to understand the issues described by the client (or colleague) and to identify key drivers in the information gained from such conversations
Experience presenting to boards of trustees or boards of directors
Experience serving on a board – desirable but not required

Director Marketing Investment Measurements Resume Examples & Samples

Responsible for the defining and implementing the Verizon Marketing Effectiveness Analytics & Optimization framework in partnership with the Customer Insights organization to measure and optimize end to end marketing efforts
Select and manage strategic analytical partners in order to guarantee that econometrics models are aligned with marketing priorities (activations, churn, brand awareness, brand equity, etc); inputs and outputs are statically significant, process consistency and discipline for validation and data refresh
Provide analytical insights and support to the Director of Marketing Investment Management & Performance in order to align business priorities with marketing investments
Work closely with Financial Planning & Analytics and IT teams to establish one source of truth data and consistency & discipline to report outcomes
Partner with finance to include ROI and Financial KPIs within the measurement framework
Partner cross-functionally and with business group leadership and marketing to ensure alignment on overall analytics strategy, intelligence requirements, plans, KPIs, and metrics
Act as a trusted advisor to multiple business partners within the Verizon Marketing Organization on a wide range of analytics projects from reporting and ad-hoc requests to large-scale cross-functional engagements
Maintain marketing datamart that aggregates data from disparate sources/systems. - work independently or collaboratively throughout the complete marketing investment lifecycle including data extraction/validation/preparation, analysis and presentation of results
Leverage econometric models to measure the total marketing ecosystem and create hypothesis to maximize the investment
Provide strategic support and analysis for the Business Units to ensure the long term viable health of the business
Innovate and evaluate new tools/platforms to optimize marketing spend (based on max Revenue / Profit)
Build a team and act as an inspirational leader who develops their people
Technical/Functional Qualifications

Director, Investment Marketing Resume Examples & Samples

Developing long term marketing strategies as it pertains to mutual funds and segments. The incumbent will direct and manage the implementation of the plan(s) including communication briefings, target market definition, competitive situation assessment, advertising/media evaluation and tactical marketing execution through advisor channels
Providing leadership through project management of large marketing campaigns; consulting with sales, product, compliance, legal, translation and other marketing areas
Analysis of market research and segmentation to develop and recommend sound marketing and communication strategies to support the launch of key products, features and services
Overall execution of marketing strategies while managing the delegation of such initiatives to direct reports
Leadership, support and input to the overall marketing plan and budget
Supporting the activities of partners in Manulife Investments, i.e. product, sales through consulting on marketing and communication strategies that may directly impact mutual funds and/or segments and provide expertise and implementation
Assisting in the development of department business plan, management of budget and ensuring attainment of department objectives
Challenging, coaching and developing staff to their potential
8-10 years previous experience in a marketing or product development capacity within the financial services industry, preferably within the investment area
Must have: solid and proven understanding of investment products, mainly Mutual Funds and Segregated Funds
Post-secondary education or equivalent experience (Honors or Master’s Degree preferably)
Proven leadership and project management ability with large projects, preferably in a large, multi-business unit environment
Very strong background in development and execution of marketing plans and media management as it pertains to advertising, trade communications, POS and interactive media
Strong knowledge and understanding of "the sales process" used by financial planners and investment dealer sales representatives in order to focus on key communication objectives
Very strong influence and negotiation skills, excellent written and oral communication skills
Strong presentation and selling skills
Bilingual in French would be added bonus

Director, Investment Product Resume Examples & Samples

You are a proficient user of Bloomberg, Morningstar Direct
You are an excellent project manager
You are a highly effective communicatory with excellent writing, presentation and interpersonal skills
You have demonstrated experience as a contributing member of a high performing team
You are a strategic thinker and a collaborative implementer

Investment Director, Real Estate Resume Examples & Samples

A BA/BS required, MBA or CFA strongly preferred
Minimum four years' related investment experience-Familiarity with private investments preferred
Demonstrated analytical skills and strong written and oral communication skills
Demonstrated relationship-building skills
Ability to work independently and under time constraints
Ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

Director of Investment Data, ERS Resume Examples & Samples

Work with Operations Management to implement and maintain data quality standards
Provide quality metrics and recommendations to establish best practices to management for use by Operations stakeholders
Partner with record-keepers to ensure quarterly performance and data transfers are timely and complete
Maintain updated fund lists for record-keeper platforms
Resolve data feed issues and proactively drive process improvement
Provide White Glove client experience
Quality of data on investments in retirement plans is critical to users of the ERS platform. Users of the ERS platform include Fiduciary coverage providers, RIAs, Broker/Dealers and Record-keepers
Responsible for the quality of the data on investments in retirement plans
Work with Record-keepers, DCIOs, Investment Managers, Data Providers like Morningstar to ensure ERS receives data on investments on a regular basis
Work with Record-keepers, DCIOs, Investment Managers, Data Providers like Morningstar to resolve any investment data issues in a timely manner
Establish and maintain contact with the relevant person at record-keepers, DCIOs, Investment Managers, Data Providers like Morningstar
Work with internal ERS teams including offshore teams to get investment data loaded and corrected if needed
Provide monthly/quarterly reports to ERS clients on the status of investment data feeds
As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Bachelor’s degree or equivalent work experience required
3+ years of experience in B2B SaaS preferred
2+ years of experience in financial services—or related industries– with working of financial and investment applications preferred
Excellent client service skills
Strong written and communication skills

Senior Director, Investment Administration Resume Examples & Samples

A bachelor's degree in finance, accounting or related field
10 years of finance experience, including experience in an investment organization or related area
Willingness to take responsibility for strategic initiatives and the ability to think analytically
Strong communication skills, including the ability to be credible when presenting to the Investment Committee and other significant internal and external constituencies
CFA and/or master's degree in business administration, finance, or a related field
Direct management experience preferred
Experience with a comparable endowment, foundation, or institutional investor

Investment Director Resume Examples & Samples

Conducting corporate credit analysis across both the primary and secondary European high yield bond markets
Conducting sectoral research (we have a fairly significant degree of flexibility as to which sectors)
Recommending high yield trade ideas and monitoring existing holdings within the European and Global high yield funds and also the broader firm (including high yield holdings in investment grade, emerging markets and multi asset funds)
Contribute to the teams’ assessment of the macroeconomic environment and evaluation of the market technical factors
Liaising with other analysts and colleagues within the existing Credit team across our Edinburgh, London and Boston offices
Demonstrable experience of credit analysis (either sell or buy side experience considered)
An strong understanding of various companies and different markets, structures, financing
A genuine personal interest in the financial markets
Relevant tertiary qualifications in finance or accounting (eg CFA, Chartered Accountancy etc) preferred but not essential

Director Investment Analysis & Valuation Resume Examples & Samples

Bachelor’s degree in Business Management, Finance, Real Estate, or related fields
At least 7 years of experience in relevant subject area (e.g., industry or function: investment banking, private equity, real estate, or feasibility)
Previous leadership experience. Ability to create a high performing team with a focus on engagement, mutual respect and self-led skills development
Able to effectively communicate in English, in both written and oral forms

Associate Director, Video Investment Resume Examples & Samples

Negotiate cable purchases
Create recommendation documents
Develop and deliver POV/position papers on key issues/opportunities
Oversee brand allocations and corporate ownership
Tardiis allocations
Oversight of billing discrepancies
Check schedules are input correctly
Create documents for Mission Control
Review/assist in post buy analysis
Analyze ADU packages
Strong quantitative skills, including analytical abilities and math proficiency
Solid verbal and written communication skills
Technical proficiency, particularly with Excel, Word and PowerPoint
Demonstrate critical thinking and problem solving abilities
Ability to work successfully with teams, handling multiple projects and meeting tight deadlines under pressure
Detail oriented and able to produce accurate work
Demonstrate leadership skills
Pharma knowledge helpful, but not required
Stronger than average negotiation skills due to high volume of scatter

Associate Director, Digital Investment Resume Examples & Samples

Digital development and stewardship
Management of direct reports
Strong knowledge of programmatic space
Timely and accurate delivery of all work in fast-paced environment
Ability to interpret data and analytics to optimize
Professional with strong teamwork skills
Track record of delivering on Innovation
Working knowledge of planning and buying tools such as Prisma
Digital systems, implementation of campaigns, & deep understanding of digital partners
Knowledge of programmatic space
Track record of innovation for brand campaigns

Associate Director, OOH Investment Resume Examples & Samples

Oversee brand allocations and corporate ownership
SQAD, Telmar & DOmedia Planning pulls
Create DOmedia RFP’s, Contracts
Negotiate OOH purchases
Create & maintain client OOH campaign documents
Oversight & approval of all OOH client billing
Ability to work successfully with teams, handling multiple projects and meeting tight deadlines under pressure
Demonstrate leadership skills
Maintain proper and professional level of communications with clients

Director, Investment Management Resume Examples & Samples

Develop and maintain strategic asset management plans for the assigned portfolio
Review/ approve annual budgets, operating and capital plans
Review/approve leasing recommendations
Monitor and evaluate property manager and leasing agent performance
Monitor and evaluate market conditions (economic as well as real estate specific), and maintain a view on key measures including rental rates, occupancy and absorption
Manage relationships with joint venture partners, which include oversight and quarterly/ad hoc co-ownership meetings
Support and contribute to achievement of the portfolio investment targets, by analyzing and recommending asset acquisitions, disposition and development opportunities
Practice good corporate governance by ensuring the integrity of financial results and risk management within the portfolio
Act as a key resource to the Vice President, Investment Management to provide support in the creation of the portfolio strategy and its implementation
A minimum of 8 years’ experience working in major Canadian Real Estate markets analyzing investment real estate
Broad asset experience with exposure to multiple asset classes
Strong exposure to asset management with institutional investors
Significant experience identifying, and success with realizing, asset income growth and value add opportunities
Experience negotiating and closing real estate transactions
Strong understanding of the commercial leasing process
Experience in overseeing large scale development projects
Experience reviewing Building Condition Reports, Environmental Site Assessments (ESAs) and Surveys as well as practical experience leading and arranging for building upgrades and environmental and remediation
Solid oral and written communication skills; effective presentation skills
Strong analytical, interpretative and problem-solving skills
Experience supervising support personnel
Strong team player willing to support and mentor junior personnel
Proficient with Microsoft Office and Argus
Proficiency in French is a definite asset

Sales Director, Traditional Investment Funds Resume Examples & Samples

Execute on assigned marketing and sales plan
Identify, qualify and pursue new business prospects
Generate proposals and quotes
Analyze sales territory and provide strategic plan
Maintain contact with all firms in territory to uncover new opportunities
Maintain and demonstrate understanding and knowledge of prospect's business needs and SEI's

Director, Investment Administration Resume Examples & Samples

Review automated Bloomberg reports showing trades and save file for potential audit review
Review and sign-off on automated daily Bloomberg compliance reports
Bachelor's degree in business, accounting, finance or equivalent is required; Master's Degree in Business Administration (MBA), CFA, or CPA is desirable
Extensive experience within the asset management industry and a thorough knowledge of investment grade fixed income products
Excellent written and presentation skills
Ability to respond and react to a variety of different critical issues simultaneously
Ability to meet strict deadlines and provide rapid response
Knowledge of the Portia investment accounting system and Bloomberg system are highly desired
Outstanding proficiency in Microsoft Excel, PowerPoint and other Microsoft applications
Exceptional attention to detail and strong analytical/problem resolution skills
Ability to prioritize multiple projects and responsibilities simultaneously
Ability to adapt to a rapidly changing environment is essential
Outstanding organizational and time management skills
Self-motivated and a self-starter
Strong interpersonal and communication skills are necessary
Strong internal controls mindset (ability to identify and close control gaps and/or issues)

Director, Investment Product Resume Examples & Samples

You are a strategic thinker and a collaborative implementer with a deep understanding of the competitive landscape in the institutional markets
You have a strong investment background with proficiency in understanding of asset allocation strategies
You display excellent influencing and communication skills
You understand institutional distribution channels and their unique competitor sets
You are a highly effective communicator with excellent writing, presentation and interpersonal skills

Director of Investment Platform Engineering Resume Examples & Samples

Engineering and development of an institutional class investment and research platform to facilitate equity portfolio management and equity analysis
Maintenance of IT infrastructure and resources necessary to support the investment platform
Write production quality, highly reliable, and fine-tuned computer code with proper version control and redundancy
Coordination with parent organization to identify and access needed IT, data, and hardware resources
Performance of advanced statistical modeling in support of investment selection and portfolio management applications
Management of IT and support staff
Preparation of research presentations and analysis for internal and external audiences
A minimum of 10 years of industry experience performing quantitative and statistical analysis
Master’s degree in statistics, quantitative finance, financial engineering, or related field
CFA designation or candidate preferred
Programming experience using R and SQL required. Experience with VBA, Matlab, Python and Factset beneficial
Demonstrated verbal and communication skills to convey complicated mathematical and financial concepts in a straightforward manner
Self-motivated, hard-working, creative and competitive personality
Fascination for complex statistical and mathematical problems
Do what needs to be done in order to make the client experience and Hartford Funds better
Act with integrity at all times – never put your reputation or the franchise’s reputation at risk
Demonstrate financial discipline – focus on return on investments
Enjoy what you are doing and who you do it with – Have fun!
Continuously drive to deliver results, take accountability and ownership of work and strive for continuous improvement
Never be satisfied with status-quo

Senior Director, Investment Analysis Resume Examples & Samples

Oversight of the Kimpton Investment Analysis (IA) team including feasibility analysis and valuation in the Americas region. The IA team is responsible for developing pro formas for new deals, creating pre-opening budgets, participating in responses to RFPs from third-party owners, preparing investment papers for deal approval, and other ad-hoc analyses that may be required on a project-by-project basis
Work with the development team in deal structuring to identify and model value-accretive strategies through key money investments, joint venture partnerships, mezzanine loans, and other financial investments to help grow the company's portfolio
Oversee market feasibility analysis ensuring that the Investment Analysis team serves as an objective and independent arbitrator of projected hotel performance based on its own independent analysis as well as input from the Operations, Development, and Brand teams
Support IHG VP Investment Analysis in the Kimpton capital approval process; ensure compliance with company investment and corporate governance policies
Coach and develop team members

CIB F&BM Banking Latin Investment Banking Business Manager Executive Director Resume Examples & Samples

The role of a Business Manager is centered on 4 key areas of focus, on behalf of the Business Heads
10+ years of relevant industry experience (Banking), ideally coupled with financial and business management experience
Ideal experience/background in Latin America, Investment banking product knowledge including operating procedures, accounting and control policies is a plus
Must be a self-confident leader -- possessing a strength of personality and intellect to gain the respect of demanding business heads
Must have a collaborative management style. Professionalism, sensitivity, discretion and sound decision-making skills allied with the ability to interact at senior executives
Cross-CIB exposure through project coordination with various teams: controllers, Planning & Analysis, Strategy, Product Control, Business Control Office, Compliance, etc
Ability to prioritize and multitask well under pressure
Fluent in English. Spanish and/or Portuguese preferred

Director, Video Investment Resume Examples & Samples

20% - Management/Supervision
20% - Strategic Thinking
20% - Negotiation
15% - Leadership
15% - Analysis
10% - Relationship Management
Package, negotiate, present and maintain the accounts within the group
Oversee supervisor’s/buyer’s duties in packaging, negotiating, presenting and maintaining accounts within group
Train, direct and manage assistant and buying staff that work on those accounts
Maintain knowledge and understanding of industry trends and new technologies that effect the buying discipline
Participate in management level company activities
Participate in new business pitches, internal and external
Oversee buying team across a number of HMI national television accounts
Manage a team of 5-10 people, estimated, dependent on client assignments
8+ years of experience in media and/or advertising operations on the national television side of business
Experience in dealing with C-Level co-workers across departments within HMI
Articulate with clear communication skills: written, verbal, and presentation
A team player who has the ability to prioritize and juggle multiple tasks and who is capable of working in a fast paced, changing environment
Someone who can develop/has established relationships with co-workers and within the national television community

Investment Director Resume Examples & Samples

In collaboration with other members of the Credit Investment Group, develop opinions on credit managers, strategies, and markets through continuous qualitative and quantitative research and analysis. Articulately share and communicate these perspectives throughout the firm and externally
Actively evaluate and monitor investment managers on an ongoing basis. Lead meetings with general partners, portfolio managers, and other senior personnel, and attend annual meetings and industry conferences. Compose summaries and commentaries of manager meetings. Source new investment ideas
Conduct in-depth due diligence on credit investment managers through in-person meetings, onsite interviews, reference checks, performance analytics, and independent critical analysis. Assess credit funds in terms of organization, investment strategy, performance, fund terms, current portfolio, and other key attributes, and develop a cogent opinion/recommendation of the opportunity. Prepare written reports for use internally and externally which provide colleagues and clients information and a basis for investment decisions
Serve as an informed, trusted resource to colleagues and clients seeking information on credit-related investment opportunities, including data and analysis, views and ideas, and comparisons across fund managers
BA/BS required; MBA or CFA strongly preferred
Relevant investment experience; understanding of credit asset classes and markets; familiarity with the manager universe preferred; appropriate investment knowledge and experience gained from work at an investment firm or institutional investor
Demonstrated analytical skills and strong written and oral communication skills
Demonstrated relationship-building skills and work in a team-oriented setting
Exceptional organizational and project management skills; ability to work on multiple projects independently, as part of a team, and under time constraints; ability to assign priorities to multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data

Investment Consulting Group Regional Director Resume Examples & Samples

External sales role calling on focused list of wirehouse firms in the Michigan territory
Responsible for marketing Goldman Sachs Asset Management (GSAM) products including fixed income/equity mutual funds, separately managed accounts (SMAs), hedge funds, private equity funds, retirement plans, liquid alternatives and ETFs to financial advisors and consultants
Role requires the ability to position Goldman Sachs? investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations
Salesperson should be based within the geographic confines of the territory
5+ years of financial services sales experience preferred
Ability to maintain consistent travel schedule
Ability to manage administrative aspects of job effectively (call reports, expense reports, etc.)
3 to 4 days of travel per week
Series 7 and 63 required
Existing relationships in the territory, with focused client base preferred
Compliance-oriented
Must live or be willing to relocate to area within territory

Associate Director, Investment Banking Resume Examples & Samples

Coordinate a team of investment banking analysts and associates to prepare financial analysis, financial models and marketing material on behalf of Directors and Managing Directors
Involved in client coverage, including pitching to new clients and maintaining relationships with existing clients
Research and identify new deal opportunities
Lead the execution of investment banking assignments including equity and debt offerings and mergers and acquisitions
A minimum of 6 years of experience, ideally in investment banking
Strong quantitative skills focused on financial analysis, accounting and financial theory

Senior Director, Investment Management Resume Examples & Samples

BA Degree required
Must have 5+ years of experience in Real Estate Investment and/or Asset Management and demonstrate a passion to work with us
Strong network and understanding of the US Real Estate Market
Must be proficient with Argus, Excel and PowerPoint for performance analysis, scrutiny and presentation
Strong analytical skillset
Team player with excellent negotiation and presentation skills
Excellent report writing skills with keen attention to detail
A high level of motivation
Ability to work effectively under pressure and to meet deadlines
Managing external providers, for instance those handling outsourced asset management
MBA / CFA a plus
Must be highly motivated and capable of working independently
Must be prepared to travel regularly

Investment Analyst / Manager / Director Resume Examples & Samples

EOI for Renewable Energy Investment Professionals
Greenfields & Brownfields Origination & Asset Management
Various Locations Across the UK

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