Investment Manager Resume Samples

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W Klein

Willis

Klein

6131 Stoltenberg Centers

Philadelphia

+1 (555) 507 5902

6131 Stoltenberg Centers

Philadelphia

Phone

p +1 (555) 507 5902

Experience Experience

Los Angeles, CA

Investment Manager

Los Angeles, CA

Gibson, Gutmann and Abshire

Los Angeles, CA

Investment Manager

Conduct research, create recommendations and develop portfolios for managed and brokerage accounts
Work with internal product, strategy & network teams to identify and communicate priority topics to align with investment theses
Coordination of daily portfolio management, compliance and client service activity within a dedicated support team framework
Established network of broker, owner and financial institution relationships to facilitate sourcing
Coordinate/provide investment support, education and guidance to clients, prospects and Relationship Managers
Work with the Design Department in developing marketing literature (including regular market focused publications)
Management consulting on process improvement, integration or restructuring prior investment will be plus

Houston, TX

Merrill Edge Investment Manager

Houston, TX

Quitzon-Halvorson

Houston, TX

Merrill Edge Investment Manager

Manage projects / initiatives to improve sales supervision and risk management
Provide market and non-market action decisions
Assist in arbitration, legal matters
Monitor and manage registration and licensing for FSA’s/SRM’s
Perform client contact, as necessary
Perform Active Account Reviews
Control and review New Account Profiles for Option, Margin and Cash trading using EAO system

present

Chicago, IL

Senior Investment Manager

Chicago, IL

Hermann-Mann

present

Chicago, IL

Senior Investment Manager

present

Support the investment solutions team on various capital raising related opportunities such as attending client presentations and fund raising meetings
Manage tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts
Lead procurement on all aspects of acquisition financing including loan agreement negotiations and management of loan documents
Investor relations. Building strong relationships with existing and potential new investors
Have a leading role presenting investment opportunities in Investment Committee meetings
Transactions. From time-to-time assisting the UBS Asset Management Global Real Estate business with the execution of new real estate transactions
Initiate and facilitate calls and meetings with current and prospective operating partners and investment managers

Education Education

Bachelor’s Degree in Business

James Madison University

Bachelor’s Degree in Business

Skills Skills

Someone who greatly enjoys what they do professionally and enjoys working with other like-minded professionals
Proven ability to develop and maintain strong professional relationships with clients, colleagues and vendors
Conscientious and attentive to detail. Possesses strong transactional management, organizational and interpersonal skills
Excellent knowledge on methods and processes of valuing start-ups
Having strong interest in gaining knowledge about new investment vehicles and asset classes
Profound knowledge of technology trends in the digital sector
Independent, self-motivated, hardworking, analytically sophisticated with strong attention to detail
Excellent communication and articulation skills with the ability to manage upwards to guide senior members of the organisation
Ability to engender trust and goodwill
Ability to form great relationships

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Investment Manager Resume Examples & Samples

Bachelor or Master degree in a quantitative, finance or economics discipline Stock broker license is a must, participation in the CFA programme or Investment Advisor exams will be a plus (at least one level passed)
Experience in investments on capital markets (Brokerage House, Investment Fund House)
In-depth understanding of global economic and market dynamics, and investment products
Strong investment product knowledge
Experienced with presentations to a variety of audiences
Excellent written and spoken communication skills, including public speaking experience
Strong capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Self-starter and capable to work in a proactive and independent manner
Self- starter with high work ethic and willingness to go the extra mile
Very good written English and oral communication skills

Asset & Investment Manager Account Manager Resume Examples & Samples

In this role you will be managing accounts, maintaining client relationships, implementing solutions as well as being responsible for revenue growth within your accounts
This role interacts with multiple internal business areas and requires cross team collaboration to provide the best solutions and service to our customers
Strong understanding of buyside operational workflows
Ability to build and maintain strong relationships with C-level executives and identify new sales opportunities

Account Manager Asset & Investment Manager China Resume Examples & Samples

In this role you will be managing our China buy-side accounts, maintaining client relationships, implementing solutions as well as being responsible for revenue growth within your accounts
Strong communication and presentation skills are essential for this client facing role
Aptitude to prepare sales proposals, respond to RFPs and make sales calls

Investment Manager Required Series Resume Examples & Samples

Candidate must have proven experience as a leader with 1-2 years of leading/managing a team with strong relationship management experience
Must demonstrate excellent communication skills
Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4,24,53 combination), If Series 9 & 10 not currently held, must be obtained within 120 days
Strong relationship building and business partnering skills
Ability to interact effectively with senior management
Ability to work effectively across organizational boundaries
Strong influencing and leadership skills
Self-motivated and proactive, with the ability to balance multiple priorities
Ability to balance business and corporate perspectives
Sound business judgment and acumen
Industry experience: 3-10 years experience with a leading firm
Proven track record of coaching and improving performance in other

Bloomberg Asset & Investment Manager Tradedesk Support Resume Examples & Samples

Interacting directly with clients, working closely with portfolio managers, traders, compliance
Business proficiency in Mandarin is highly desirable, as this individual can expect to support Mandarin-speaking clients in Asia Pacific region
Business proficiency in other languages commonly used in Asia Pacific
Knowledge of buy-side trading and/or OMS solutions

Area Investment Manager Resume Examples & Samples

Develops Partnerships with the Retail and PCG leadership teams in the assigned area
Implements the Securities sales strategy to grow revenue and increase market share
Manages the Retail Brokerage staff in the area, assigns sales territories, and monitors sales expenses
Implements service and quality standards to retain customers
Works with the Regional Investment Manager and Fifth Third Securities finance to set appropriate revenue and asset management growth goals for assigned area
Typically involved in negotiating and closing sales with the largest and/or most important clients and prospects
Administers applicable compliance programs; correspondence reviews, suitability reviews, office visits, etc
Responsible for management sales reporting; ensures that reports are accurate and that they are effectively utilized to educate and coach staff
Works closely with senior management in developing annual marketing plans and budgets for the assigned region and in directing staff to achieve desired plans and objectives
Contributes to the development and directs the implementation of annual marketing programs for the assigned area, and submits recommended plan(s) to senior management
Represents the organization within the assigned area in relationships with major clients, industry organizations, and other key outside parties
Maintains a high level of knowledge about investments and other trust products; functions as a product menu expert for the assigned area in order to educate staff to fully utilize all product offerings to best support the sales strategy and needs oftheclient
Constantly coaches the Retail Brokerage staff to improve sales performance and customer retention, and execute defined strategies in the area
Effectively executes performance management/improvement actions to ensure the area is staffed with the right talent required to meet strategic revenue objectives
Bachelor's Degree or equivalent experience required; Advanced Degree in Business Administration, Economics or related field preferred
Typically requires 7 plus years prior brokerage industry experience
Series 7, 66, and 24 licenses with appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required to be obtained, as documented in the Fifth Third Securities Licensing Guidelines
Excellent sales track record (proven success in brokerage sales)
Possesses strong communication skills and has a high level of knowledge concerning investments and financial markets
Proven ability to coach, motivate and develop a team

Investment Manager Research Analyst Resume Examples & Samples

Active involvement in third-party fund sourcing, research, selection and due diligence functions (both initial and ongoing), with responsibility for sector research coverage of CPB’s universe of third-party fund managers
Provide oral and written communications to CPB bankers/investment counsellors/sales channels of assigned strategies
Previous exposure to quantitative manager analysis is beneficial
Experience working within a private client or asset management business a plus
Previous experience using industry standard software packages, including Morningstar Direct, Lipper Hindsight, Style Advisor (Zephyr), eVestment Alliance a plus
Education to degree level in financial discipline with relevant previous fund manager research experience
Candidates should have Series 7, and 66 license with Series 24 a plus

Senior Investment Manager Research Specialist Pru Gm Resume Examples & Samples

Conducting research on new investment managers and new investment strategies to add to PBFs investment platform
Creating and maintaining investment guidelines
Monitoring investment performance
Evaluating adherence to investment guidelines
Facilitating quarterly portfolio reviews with PBFs investment consultant and the Group Insurance Separate Account Committee
Communicating with portfolio managers, insurance producers and clients on investment-related topics
Facilitating regulatory reporting related to capital requirements for bank clients
Collaborating with the Product Management Team on PBFs separate account fillings
Bachelors degree in finance or other related business discipline is required
MBA or CFA desired
Minimum 5-7 years experience in investments, life insurance, or other related role is required
Strong understanding of life insurance and separate accounts is preferred
COLI/BOLI/TOLI business knowledge a plus
Stable value wrap knowledge a plus
Demonstrated ability to work cross-functionally to achieve goals
Willing and able to travel as needed

Senior Sales Representative Asset & Investment Manager Greater China Resume Examples & Samples

Prospecting, generating new sales leads and growth through referrals, cold-calling and market research within your given client base
Working closely with prospects to gain a clear understanding of their business needs, and provide consultative solutions to build stronger relationships
Excellent communication and presentation skills in English and Mandarin

Global Head Traditional Equity Investment Manager Research Resume Examples & Samples

Active management of CPB’s US and EMEA based Global Traditional Manager Research team, including ongoing oversight of the team’s third party manager research sourcing, research, due diligence and manager monitoring activities
Establish and maintain minimum high quality standards and best in class practices at global manager research team level, through supportive supervision and guidance of both junior and more senior manager research professionals
Establish strong knowledge and expertise of regional CPB business, local markets, and client requirements, as a means for strategic input into CPB Manager Research’ global business strategy
Notably, role will also include active manager research coverage of selected platform products and strategies. Individual should be able to lead by example
Actively encourage and facilitate teamwork and close business relationships between CPB manager research colleagues across geographies/key global locations, fostering consistency and commonality in research standards, approaches and best practice
Based on close cooperation and teamwork with CPB’s Global Head of Traditional Investments and counterparts in other regions, seek to positively influence CPB’s third party research activities, platform offering, and client proposition
Liaise closely with other key third party fund stakeholders throughout CPB, including CPB Global Product Management, regional GMI Sales teams, CPB Office of the CIO, CPB Investment Labs, CPB Citi Investment Management (CIM) Group, and internal sales channels clients including bankers/ICs
Candidate must have a passion for investing, and willingness to research and discuss constructively investment ideas with other members of CPB’s combined Global Manager Research team
Research and discuss investment ideas in close conjunction with the rest of the team
Foster strong positioning of third party research capabilities and function within CPB and Citi more broadly, through internal and external communications/marketing/networking
Interaction with both existing and prospective third party fund providers, to identify specialist, bespoke or exclusive solutions, and partnership opportunities
Ten years relevant industry experience preferred. Role particularly suited to candidates able to offer prior expertise as a lead analyst, managing a team of investment professionals with experience in coverage of offshore equity mutual funds and separately managed accounts
Proven experience in a client focused, deadline driven financial services business required
Individuals should have a passion for investing, and willingness to source, research and discuss investment ideas in close conjunction with team colleagues locally and globally, as a basis for providing high quality investment strategies to CPB and its clients
Strong organization skills essential
Previous experience using industry standard software packages, including Morningstar Direct, Lipper Hindsight, Style Advisor (Zephyr), eVestment Alliance, etc
Current CFA or actively pursuing a plus

Asset & Investment Manager Resume Examples & Samples

Financial services experience in either equity or fixed income
Buy-side experience is a plus
Previous knowledge of order management systems or electronic trading systems is a plus
Ability to identify new prospects and build and maintain solid client relationships
Aptitude to excel in a fast paced, rapidly growing environment
A self-starter, proactive team player with strong multi-tasking capabilities

Investment Manager Resume Examples & Samples

Ensure consistency of investment approach across all portfolios
Manage all portfolios in a manner fully compliant with Reg-9 & FIM requirements
Perform periodic “ad hoc” reviews of individual portfolios
Ensure use of “open architecture” product selection to ensure best-in-class product offering
Provide updates on investment opportunities to clients, prospects and Relationship Managers
Identify/communicate issues or limitations related to product, platform, operations, systems or pricing
Maintain current knowledge of competitors’ investment capabilities, product offering and pricing policies
To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year end performance assessments
Minimum 10 years experience in buy-side financial markets (securities, fx, derivatives)
Extensive knowledge of investment management and private banking business (onshore and offshore)
Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation (written and oral) skills
MBA or CFA preferred

Retirement & Institutional Services Investment Manager Resume Examples & Samples

Support the new business efforts of RIS Business Development Officers in the marketing and selling of investment management and fiduciary services
Consult with RIS Consultants to maintain awareness of all relevant facts concerning existing clients and their accounts
Participate in the research and analysis of managers and disciplines utilized within institutional portfolios
Seven years of progressively more responsible investment experience
Demonstrated leadership, personnel management and project management skills
Master's degree in Business or graduate degree in related field

Director, Investment Manager Research Resume Examples & Samples

Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience
A minimum of 5 years experience in the discipline of manager research and selection evidencing strong quantitative and qualitative approach in the research, due diligence and selection of investment managers; notably in Fixed Income
Strong ability to communicate and work with clients in a consultative manner
Excellent verbal and written communication and presentation skills
Proactive decision making skills; effectively identifies/anticipates key investment issues and makes appropriate decisions/recommendations
Exhibits strong presence and the self-confidence necessary to instill trust and confidence with all clients and colleagues internally and externally

Responsible Investment Manager Resume Examples & Samples

At least 5 years previous experience within the investment research preferably with ESG experience
CFA Qualification
Strong academic background, with preferably a first-class honours degree from a top 10 university
Strong Financial Modelling and Valuation Skills

Ad-investment Manager Resume Examples & Samples

Lead the management of Chinese equities mandates in a team setting, taking inputs from other team members who cover selected sectors in the Hong Kong and China markets
Conduct sector, thematic and company fundamental research on Hong Kong and China stocks
Partner with product specialists, portfolio and investment counselors and relationship managers to service clients and to appropriately position strategies and products, including presenting performance and investment strategies in regular client reviews and prospect pitches, providing input to monthly marketing materials
Contribute to Asia Investment Committee discussion. Formulate and implement investment strategies for client accounts within the broad guidance of Global and Asia Investment Committees, as well as of the portfolio management team
Handle day-to-day portfolio management and monitoring of segregated client accounts with customized investment guidelines, working closely with Risk Management and Middle Office in portfolio administration

Associate Director, Investment Manager Resume Examples & Samples

Manage fixed income discretionary portfolios, supporting their marketing and continued capital growth
Partner with product specialists, portfolio and investment counselors, and relationship managers to service clients and to appropriately position strategies and products, including presenting performance and investment strategies in regular client reviews and prospect pitches, and providing input to monthly marketing materials
Contribute to Asia Investment Committee discussion. Formulate and implement investment strategies for client accounts within the broad guidance of Global and Asia Investment Committees, as well as of the portfolio management team
Handle day-to-day portfolio management and monitoring of segregated client accounts with customized investment guidelines, working closely with Risk Management and Middle Office in portfolio administration

Investment Manager Resume Examples & Samples

Locate, analyze and secure new investment opportunities for PALF (Pearson Affordable Learning Fund)
Champion the work of the fund across the global education ecosystem
Assist portfolio companies in building capacity to deliver in terms of quality and operations
40% – Deal sourcing and due diligence
Source robust pipeline of investable opportunities that both deliver profits and learning outcomes with general focus on Africa
Meet, review and identify promising ventures to present to PALF Investment Committee
Build business plans and financial models to support priority pipeline opportunities
Conduct legal, financial, business, efficacy and market due diligence on investment targets and be able to present findings succinctly and clearly
Partner with Pearson geography representatives to ensure open communication and, when appropriate, active dialogue
Coordinate appropriately with team about all opportunities and assist as needed with pipeline work from other geographies
40% – Support and manage PALF portfolio companies
Monitor company performance against agreed upon KPIs, targets and business plans
Report company progress regularly at PALF investment committee meetings
Assist portfolio companies in team recruitment, knowledge sharing, efficacy results analysis, business plan forecasting, etc
Represent PALF formally as a board director or board observer and contribute actively to board meetings
Raise issues and concerns with company progress or direction early to PALF team
20% - Champion work of PALF
Includes tasks such as assisting with research papers or projects, furthering efficacy goals, and coordinating with potential partners in Africa like Development Banks, NGOs, Multilaterals, HNWIs. etc
Contribute to PALF ecosystem, including contributing to external web or media communications, preparing briefing materials for board meetings, interviewing, coordinating and working with new associates or team members, and other tasks
Experience in a rigorous organization: top tier consulting, investment banking, buy side investing role, successful entrepreneur
Ability to build and analyse financial models, business plans
Knowledge and passion for the education sector, some experience with both traditional brick and mortar as well as technology enabled models
Ability to connect with entrepreneurs and management teams and to work cross-culturally

Investment Manager Resume Examples & Samples

60% – Deal sourcing and due diligence
Source robust pipeline of investable opportunities that both deliver profits and learning outcomes with general focus on Latin America
20% – Support and manage PALF portfolio companies
Includes tasks such as assisting with research papers or projects, furthering efficacy goals, and coordinating with potential partners in Latin America like Development Banks, NGOs, Multilaterals, HNWIs. etc
Spanish and/or Portuguese fluency

Investment Manager Resume Examples & Samples

Deal sourcing
Deal execution- DD, market review, negotiation
Get deals through Investment Committee and closing

Investment Manager Assistant Resume Examples & Samples

Delivery of a consistence investment approach view across all portfolios
For Reg-9 & FIM investment review process for all accounts
Coordinate/provide investment support, education and guidance to clients, prospects and Relationship Managers
Help develop comprehensive investment strategy and asset allocation proposal appropriate to client
Work with PM to coordinate execution of investment strategy with appropriate products and services
Monitor client portfolios for performance, appropriateness and opportunity
Coordinate with PBIG-A team members to ensure consistency of strategic and tactical approach
Ensure integrity of sales process and compliance with all HSBC and regulatory policies
Complete documentation for accounts i.e. opening, closing, wires, and visitation
KYC maintains and documentation
Interest in buy-side financial markets (securities, macro decisions, fx, derivatives)
Knowledge of investment management and private banking business (onshore and offshore), and competitive and regulatory environment
Client-focused, with strong analytic, technical, teamwork and relationship building skills
Strong communication and presentation (written and oral) skills

Trust Investment Manager Resume Examples & Samples

Be fully conversant with daily business processes, operational duties and activities related to the Discretionary Mandates related business
Develop the Discretionary Mandate offering within a newly set-up Trust Company in full compliance with local rules/regulations and Credit Suisse internal guidelines and policies
Prepare procedures, documentation to ensure business is operated in accordance with related legal/regulatory requirements in Japan

Manager, Investment Manager Research Resume Examples & Samples

CFA designation, Graduate degree desirable
A minimum of 3 years experience in the discipline of manager research and selection evidencing strong quantitative and qualitative approach in the research, due diligence and selection of investment managers
Ability to provide an established list of recommended managers representing a broad spectrum of asset classes desirable
A collaborative team player with hands-on, in the trenches work ethic/approach who exhibits the capability to successfully manage a growth mandate
Strong interpersonal skills with a demonstrated ability to establish credibility and effectively interact with multiple constituencies both internally and externally, at all levels
Effectively interacts with and provides feedback to peers, superiors, and less senior members of the organization in a constructive manner
Maintains confidentiality and the highest integrity; is discreet and capable of commanding respect from colleagues, clients and peers
Diplomatic, tactful and pragmatic; and

Investment Manager Resume Examples & Samples

Undertake market analysis to develop a broad macro view
Lead the investment committee with reports and analysis
Work with the investment team in improving investment processes
Responsible for developing new investments for retail, institutional and private clients
Work with the Design Department in developing marketing literature (including regular market focused publications)
Work with Sales Team in delivering seminars and attending meetings
Assume a senior role within the broader investment team
Masters in Economics or Finance required
Minimum 5 years' experience as an investment manager across multi assets
Broad knowledge of Bonds, Structured Products, Property, Funds, Options and Equites an advantage (or ability to work across asset classes)
Previous roles involving product development a distinct advantage

Global Investment Manager Research Resume Examples & Samples

Active involvement in third-party fund sourcing, research, selection and due diligence functions (both initial and ongoing), with responsibility for research coverage of Citi’s (CPB and GCB) universe of third-party fund managers
Analyze funds in the context of changing macroeconomic environment, as a basis for dynamically recommending the most suitable investment strategies for use by US and non-US private clients of CPB and/or GCB
Implement Citi’s Global third-party due diligence and investment manager research standards and maintain formal manager research documentation and associated materials, using selected research third-party vendor application and analytical systems. This may also include maintenance of internal or external client facing materials designed to support product knowledge/understanding, product sales, and product reporting
Provide oral and written communications to CPB bankers/investment counsellors/sales channels and GCB
Act as a point of contact for ad-hoc product requests from both CPB Global Product Management, CPB sales channels and various GCB partners
Active teamwork with colleagues and peers in other key CPB regions and user groups of CPB’s investment offering such as CPB’s internal asset management, Citi Investment Management (CIM), CPB’s Investment Labs and certain aspects of GCB’s investment/product teams
Experience within a third party manager research and platform setting, open architecture/fund related business field
Preference for candidates with particular experience among multiple asset classes
High aptitude for problem analysis and resolution
Strong communication skills, both verbal and written
Previous experience using industry standard third-party applications such as Morningstar Direct, Lipper Hindsight, Style Advisor, Bloomberg, eVestment Alliance a plus
Education to degree level in financial discipline with relevant fund manager research experience
Minimum five years of relevant investment experience required
Appropriately regulatory licenses or ability to obtain within six months of employment

Senior Investment Manager Resume Examples & Samples

Investment Management. Ensuring the existing assets under management by UBS Grocon Real Estate are administered in accordance with relevant contractual obligations, investment mandates, client guidelines and risk profiles
Asset Management. This includes preparation and execution of business plans, budgets, financial models and investment monitoring tools. Supervision of external service providers - including leasing agents, property managers, valuers, quantity surveyors, and other consultants
Governance and stakeholder management. Assist in creation of regular board reporting as well as liaison with other key stakeholders ,
Development Oversight – work hand in hand with Grocon to ensure development projects are delivered in line with budget, on schedule and in accordance with contractual requirements
Finance. Assist with loan servicing requirements and financing relationship management. Reporting: Working closely with other team members to drive internal and external client reporting, strategy development and other presentations. This includes close involvement in the UBS Grocon Real Estate governance process
Investor relations. Building strong relationships with existing and potential new investors
Transactions. From time-to-time assisting the UBS Asset Management Global Real Estate business with the execution of new real estate transactions
Compliance and Risk Management. Ensuring all elements of investment management are undertaken with a focus on managing risk for the UBS Grocon Real Estate business and its stakeholders

Investment Manager Resume Examples & Samples

Intellectual contribution to the Practice's unique investment philosophy and process which delivers customized, segmented solutions for non-profit client sectors like educational institutions, private foundations, healthcare organizations, etc
Regularly meet and communicate with client Investment Committees, Boards and Staff Members to share our investment insights, portfolio results and relatedly discuss the overall needs and circumstances of the respective non-profit organization
Coordination of daily portfolio management, compliance and client service activity within a dedicated support team framework
Partnership with our business development teams to regularly cultivate new relationships as well as actively participate in the sales process to include editorial contribution to RFPs as well as development and delivery of prospect presentations
Occasionally represent the Practice as an industry expert and thought leader for a wide variety of topics related to institutional investment management, financial markets and the economy
We seek a candidate with investment experience within a national consulting practice, an educational institution or foundation investment office, and/or a large financial services institution
10+ years of experience, including 5 years in a client facing capacity, is required. An undergraduate degree is required; a graduate degree and/or a CFA are preferred
Strong knowledge of financial markets, portfolio construction, and investment concepts

Manager, Investment Manager, Endowments Resume Examples & Samples

Conduct ongoing qualitative and quantitative research on all endowment model asset classes
Assess the short and long term opportunities and challenges of each endowment model asset class as well as their major underlying investment strategies and resulting factor exposures
Analyze quarterly investment letters and risk reports from third party investment managers Synthesize bottom-up information flow from third party investment managers across all asset classes into actionable inter- and intra-asset class investment recommendations. Identify building investment themes and exposures within the overall portfolio
Provide quantitative analysis to determine the prospective attractiveness of asset class and investment strategy exposures
Incorporate top down macro views of Covariance’s investment team as well as Wall Street market strategists
Integrate qualitative and quantitative analyses into a coherent view/recommendation on each asset class and underlying strategy
Conduct specialized deep dive analyses of asset classes to determine efficacy, durability, and substitutability of their role within the portfolio
Produced qualitative and quantitative research and analysis for quarterly tactical and yearly strategic asset allocation meetings
Conduct research and author topical white papers, asset class focused analysis and customized investment analysis for clients. Follow leading academic and industry sources to determine future direction of research relevant to the endowment model
Assist clients in determining optimal asset allocations given their specific return objective, risk tolerance, asset class preferences, liquidity constraints and spending policy
Serve as speaker or panelist of selected investment symposia
Actively participate in the internal investment dialogue and contribute ideas and perspective to the investment team
Work with the Risk Manager on risk management issues related to strategic and tactical asset allocation
Ten or more years of work experience with at least five years researching asset classes including alternative asset classes
Demonstrated comprehension of asset allocation and portfolio construction issues for endowment model portfolios
Strong academic experience and professional credentials. A relevant graduate degree is preferred
Ability to understand the underlying exposures and risk profiles generated by asset classes and investment strategies
Practical understanding of global capital markets and how investment managers participate within the markets. A further ability to recognize the limitations of quantitative data derived from such markets and manager performance
Capacity to author white papers for client distribution
Ability to comfortably and articulately participate in client presentations
Exceptional personal qualities including

Institutional Investment Manager Resume Examples & Samples

Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of BB&T policies and strategies
Proactively maintain contact and meet with existing clients to build positive account relationships, retain existing account assets and expand existing relationships
Keep abreast of economic, market and investment conditions and write commentary as assigned
Manage assigned investment processes
Evaluate various equity and fixed income markets and contribute to firm-wide investment strategy
Operate within Federal Deposit Insurance Corporation (FDIC) regulations and regulations of all other relevant regulatory entities
Bachelor's degree in business related field
Ability to work on complex projects with minimal supervision
Demonstrated leadership and project management skills
Chartered Financial Analyst (CFA) designation
Experience manufacturing investment product and contributing to strategic and tactical design
Graduate degree in business related field
Ten years of investment management experience

Area Investment Manager Resume Examples & Samples

Bachelors Degree or equivalent work experience
Minimum 5 years experience in a bank investment program in either a sales or sales management role
Licenses Required: Series 6, 63 and life and variable insurance licenses
Licenses Preferred: Series 7, 24
Strong client orientation
Ability to effectively communicate and drive change

Short Term Funding & Investment Manager Resume Examples & Samples

Risk management responsibility in the front end of the USD curve to achieve set profitability targets
Creating analytical tools and coming up with trade ideas optimizing between NII and MtM for the front end of the curve
Pricing of the balance sheet for various business lines
Performing balance sheet related analysis
Staying up to date on relevant regulatory issues
Optimization of the funding through CP/CD issuance, repo and FX markets
Optimization of the collateral usage through repo and margin collateral
Optimization of cash deployment using short term fixed income instruments such as government and agency bonds and the rev repo product
Understanding front to back trade workflow and trade lifecycle
Taking an active part in project work and broader team priorities
Continuously building upon and improving processes and creatively problem solving
Interacting and being able to resolve on-going inquiries or escalations as part of project management process
Representing bank’s interested in various relevant industry forums
High degree of motivation, commitment, ability to work independently, as well as in the team environment
Effective interpersonal skills to help foster a culture of teamwork and knowledge sharing while also bring a dynamic, flexible can-do attitude
Strong written and oral communication skulls and a demonstrated ability to explain complex concepts to a broader audience
5-10yrs of relevant experience
Knowledge of the front end of the US curve, Money Market products and derivatives
Knowledge of banking regulations will be useful

Investment Manager Resume Examples & Samples

Provide oversight for and contribute to investment due diligence and deal execution processes, including market analysis, financial analysis, negotiation and deal structuring
Screening leads and evaluating new investment opportunities
Supporting other team members with portfolio management and reporting
Building and sharing expertise with sector-specific technology trends to support deal origination and portfolio development

Real Estate Investment Manager VP Resume Examples & Samples

Active asset and development management of current and future assets of the funds
Supervise the preparation of business plans for some key assets held by the two funds and be responsible for the delivery of these business plans
Manage and support other team members
Source and advise the Fund managers on acquisition and disposal strategies
Report on a regular basis to the Fund managers, team and EIC quarterly review as to progress with delivering the strategy and business plans
Manage relationships with sector wide tenants, operational partners and developers
MRICS qualified or equivalent with good contacts in the asset management, development, leasing and investment agency communities
Good knowledge of the UK real estate sector
Active asset management and development management experience
A track record of successfully investing in and asset managing assets
Ideally some retail development experience
Experience in appraising assets and running investment and development cash flows in Argus and excel
Sound understanding of valuation fundamentals, property market pricing, and the use of Circle Investor, Developer and Excel Programs
Results focused / driven / lateral thinker / good communicator / business acumen / enthusiastic / able to work under own initiative with minimal supervision
Able to demonstrate success in career to date and notable achievements (appropriate to the level of experience)
High standard of integrity / astute / motivate
Team player, flexible attitude, collaborative
A high level of IT competence with the ability to use Microsoft products and property management accounting programs
Driver’s license

Institutional Investment Manager Resume Examples & Samples

Keep abreast of economic, market and investment conditions
Chartered Financial Analyst (CFA) certification or Series 65 license or Certified Financial Planner (CFP) designation
Master’s degree in degree Business or in business-related field

Investment Manager Resume Examples & Samples

Irreproachable character and integrity
Sound judgement and critical thinking skills
Desire to make an impact
Significant level of cross functional interaction inherent in the position
Ability to engender trust and goodwill
Ability to form great relationships
Ability to be a positive, constructive and effective ambassador to the marketplace
Well-developed quantitative analysis, problem solving, presentation, organizational and writing skills
Ability to manage sensitive information with discretion and strict confidentiality
Ability to multitask and prioritize workload to meet established deadlines and performance standards
Five to ten years of related experience
Strong preference for experience in commercial real estate investment management and/or research
Finance or a related concentration preferred
MBA or other advanced degree a plus
Regular travel required including overnight stays

Investment Manager Resume Examples & Samples

Monitor disruptive market / technology / business model trends in the region across Solvay businesses and functions
Manage relationships with GBUs headquartered in the region (Specialty Polymers, Composites, Technology Solutions, Novecare
Gain insights on their strategy and innovation priorities and technology / market unmet needs to inform Solvay Ventures investment / partnership priorities
Manage Solvay Ventures specific dealflow interactions to monitor progress and adjust priorities across partnership opportunities
Develop and manage interface with North Am GBUs so as to contribute to their Innovation / Strategic Planning / M&A / Competitive Intelligence processes
Coordinate with Solvay Ventures Global Investment Strategy Senior Manager to ensure consistent approach at Global level
Perform emerging market analysis and segmentation
Identify and prioritize new market segments and applications
Ensure full capture of opportunities of the markets for the GBUs in the region
Build and enlarge the corporate venturing toolbox to further deploy an open innovation ecosystem for the GBUs in the region
Inform GBUs’ and Solvay’s long term innovation strategy using knowledge gained through study of investment / partnership opportunities
Help screen, prioritize and review deal flow opportunities
Support “Detailed Review” and “Due diligence” phases for investment in startups in North America
Facilitate contacts between start-ups (portfolio or dealflow) and GBUs / R&I Growth Initiatives to generate working relationships, leverage internal network of market and technology expertise
Manage relationship with our partner fund in North America (dealflow calls, joint work on startups, ...)
Elaborate market reviews in investment sectors targeted by the Solvay Group
Take part to selected programs (e.g. STEP, market pull, technology push) and at various phases (ideation, project, execution)
Continuous benchmarking with peers and competitors in the region
SCOPE
Top line impact of portfolio of projects initiated by Solvay Ventures and overtaken by GBUs / R&I Growth Initiatives
Market reviews on selected investment sectors to inform GBUs and Solvay’s long term innovation driven strategy
Masters or PhD required
Experience working within multiple GBUs and in different roles
Insight - Advanced
Innovation, Competitiveness, Ethical behavior, Collaboration and Teamwork - Advanced
Customer Orientation, Knowledge of the Group, Change management, Initiative - Advanced,
Strategic orientation - Advanced,
Strong business network

Investment Manager Resume Examples & Samples

Coordinating investment funding with Corporate Investment Analysis, Product Finance, Manufacturing Finance, ME Project Managers, and MPRs
Loading study data into MEDDS and submitting project requests to Finance
Creating and managing Level 4 WBS funding for purchases, labor, and material
Requesting Asset Under Construction #s
Requesting expense lift restrictions and Level 2 and Level 3 funding transfers
Ensuring precision of investment data on MPM Portal
Issuing facilities purchase requisitions and MCNs on behalf of ME Project Managers for building construction, conveyors, installation, facilities, furniture, and engineering services
Tracking and reporting on program and project investment status, including chairing meetings with Project Managers and the extended ME Organization
Providing percentage of completion and forecasts to Finance, and obtaining vendor accrual letters
Non-UDA approval and tracking of MCNs and purchase requisitions
Resolving financial issues with plant personnel for plant WBSs (ex: spare parts, hourly labor WBSs)
Maintaining PentaSAP requisition and invoice workflows
Performing technical review and assessments of ME requests for compliance to program and project intent and scrutinizing for investment savings
Providing MEDDS & PSAP application, financial, and accounting guidance to Project Managers and ME personnel on project, requisition, capitalization, goods receipt, and invoicing issues
Maintaining standard MEDDS and project templates for assembly
Developing and maintaining an annual ME CWO Labor Budget
Leading implementation of continuous improvement initiatives as they relate to investment control and the MEDDS and PentaSAP applications
Leading business development of future applications (PentaSAP enhancements)
Bachelor's degree in Engineering or related field
Minimum of 10 years in tool and process engineering, facilities, construction, or investment control in the automotive industry
Understanding of the assembly process and assembly operations including stamping assembly, body-in-white, paint, general assembly and logistics
Highly effective written and verbal communication skills
Strong leadership and exceptional analytical and problem solving skills
Master's degree in Engineering, Business, or Finance field
Hands-on automotive project management or assembly plant operations experience
IT business application development experience
Understanding of the FCA capital spending approval and tracking process as well as GAAP and SOX compliance
SAP, PentaSAP, MEDDS, SharePoint, and MPM Portal application experience

Investment Manager, Investment Management Resume Examples & Samples

Support the CIO in managing investment assets of both AXA LS and AXA IS to meet the investment objectives as set forth by the company
Support the implementation of both strategic and tactical asset allocations
Develop investment mandate to optimize management of the assets for superior risk-adjusted return over liabilities within capital & solvency limitations
Evaluate market opportunities and implement a framework for new investment strategies to support company’s earnings
Lead asset managers’ selection for investment mandates of various asset classes, and monitor their performances and services
Optimize investment operations and ensure the end-to-end investment process and compliance framework are under stringent control with clear accountability and segregation of duties to comply with Regulatory and Group guidelines
Contribute to the determination of the companies’ investment objectives in the planning process by providing and/or validating economic and investment assumptions
Propose key financial assumptions to be used in the planning process in relation to asset and liability management
Develop investment plans and review financial results against investment income objectives and financial risk budget
Participate in the Monthly Local Investment Committees
Prepare and present investment-related recommendations
Enhance an integrated Investment & ALM reporting system that is effective in providing timely and holistic insights into the investment decision making process
Prepare the process with the Regional Investment Committee to ensure proactive and adequate resolution of all outstanding action points
Partner with Investment and Wealth Management team to revamp the fund selection process and provide inputs to clarify the positioning and improve the reporting of the ILP fund platform
Participate in the development of the partnership with the product team in developing investment & savings-focused propositions, such as structured product and fund offering by developing and executing clear investment strategies to back the product and proactively managing the associated financial risks, including but not limited to interest rate risks, credit risks, liquidity risks, duration mismatch risks, etc
Master Degree or higher level in Finance, Economics or similar subject
5-8 years of experience in asset allocation (both strategic and tactical), portfolio management (involving fixed income, equity and alternative asset classes) and financial markets; insurance market is a plus
Technical understanding and experience in handling sophisticated market instruments (e.g. derivatives)
Investment qualification such as CFA, knowledge of the RBC regime and participating fund management in Singapore is a plus
Strong knowledge of software: Word, Excel, Power Point, Bloomberg and VBA programming

Head of Investment Manager Research Resume Examples & Samples

Investment Process and Performance – You will manage and mentor a team of analysts responsible for researching and recommending all long-only mutual funds and separate accounts for UBS advisory, brokerage, and institutional consulting platforms. You will ensure on-going consistency and rigor of the team’s investment philosophy and process. You will also take accountability for the performance of IMR's manager recommendations and ensuring a competitive offering is maintained
Research Coverage – You will also maintain research coverage on large cap equity strategies. You will conduct research based on a quantitative and qualitative process including interviewing portfolio managers and analyzing portfolio holdings, risk, and return characteristics. You will formulate investment manager recommendations based on analysis and present written recommendations to our Investment Committee
Policies and Procedures –You will maintain, develop, and enhance appropriate and sufficient procedures for the group. You will also establish and monitor controls to ensure faithful adherence to those procedures
Management and Leadership – You will be responsible for attracting, developing and retaining the analyst team, managing resources and managing employee performance. You should have as a priority the development of the team's skills by setting targets and assessing performance in an objective way; identifying, encouraging and developing necessary key skills; motivating members of the team and providing feedback on performance
Content and Communications –You will promote the investment research function by representing the group capabilities at prospect and client meetings, conferences, and advisor meetings. You will also help define the publishing agenda of the group's research analysts
Internal Partnerships – You must be collaborative in your approach and must be able to build relationships across the firm. Your role requires a significant level of partnership with other internal groups, including Investment Management, CIO-WMR, Institutional Consulting, and Advisory Program Management. You will need to work closely with all these stakeholders to ensure that IMR's research agenda supports that their strategic initiatives and priorities

Investment Manager, Arconic Ventures Resume Examples & Samples

Network Development: leverage existing and establish new networks – with investors, incubators, accelerators, government agencies, university labs – that are relevant to AV investment platforms
Lead Generation and Screening: Sourcing and analysis of new investment opportunities, including analysis of startup pitch decks and meetings with entrepreneurs
Investment Analysis: Conduct initial research on investment opportunities, including market, financial, and strategic analyses
Due Diligence: Lead and assist deal teams on due diligence (external and internal) for likely investments, including building executive buy in and managing internal approvals process
Executive Communications: Create compelling, detailed investment recommendation decks for presentation to internal deal partners (in business units and R&D communities) and Arconic Ventures Investment Committee (which includes the Arconic CEO)
New Market / Technology Analyses: Identify new emerging trends in advanced materials and manufacturing that are relevant to Arconic and create executive briefing materials to support new investment platforms or specific investment opportunities
Minimum 4 years of professional experience that includes one or more of the following: deal scouting, diligence, and execution functions (e.g. venture capital, R&D partnership development)
Bachelor's degree from an accredited institution
Education and/or practical experience (as an investor or entrepreneur) in the field of entrepreneurial finance
Former founders, venture capitalists or other startup experience
Outstanding written and verbal communication skills, including developing and delivering C-suite pitches
Ability to work quickly and independently to meet tight deadlines, with great attention to detail
Positive attitude, self-starter, and high emotional intelligence (EQ)
Some background in materials science and/or manufacturing technologies
Degree focus in Business, Finance, or technical field

Investment Manager, East Coast Resume Examples & Samples

Maintain and expand network in VC industry/universities/government institutions, i.e. interactions with high level and high net worth individuals
Identifying new disruptive technology companies; facilitating potential cooperation/acquisitions
Leading due diligence process for potential investments
Leading negotiations of Term Sheets and final agreements
Taking over board seats in portfolio companies of BVC, i.e. being part of the decision making process in the companies and taking care of BASF interests
Promoting BVC activities to ODs active in US and to BASF Corp
Business environment
The VC business is relationship driven, i.e. networking and reputation is key in order to get access to interesting technology companies. Also communication within BASF Group is very important in order to direct the view on interesting technologies outside of BASF. BVC has to show continuously professional behavior as investor and the BVC can contribute to the success of a portfolio company
Level of Autonomy/Decision Making Responsibility: - Leading the due diligence process for potential investments, i.e. coordinating the internal process and the interaction with investment target. - Leading the negotiations of term sheet and final agreements, i.e. convincing the syndicate members of BVCs position and additionally existing investors and board of the target company in close cooperation with MD of BVC
Internal and external relationships - internal: ODs/R&D all levels - external: other VC companies/management of start-up companies/government institutions/universities all incl. high level; as board member(personal mandate in a legal sense) of portfolio companies the challenge is to manage the interest of the company and the interest of BASF
Minimum of 10 years of working experience in the chemical industry required. Understanding of the BASF portfolio preferred
Experience in business ventures or strategy development
Minimum of 2 years experience in P/L responsibilities required
Leadership accountability of special investment projects preferred
Familiar with start-up companies
Advanced communication (both verbal and written)
Strong and proven negotiation skills
Strong Customer focus and sense of urgency
Proven track record of external SWOT analysis and environment trends for new project development/funding
Proven track record of decisive decision making and motivation and conviction to key stake holders
Conceptual thinking and Creativity to new out of the box thinking and strategy

Investment Manager Resume Examples & Samples

Conduct research, create recommendations and develop portfolios for managed and brokerage accounts
Conduct transactions and execute trades on behalf of clients
Regularly perform model updates and rebalances
Responsible for compliance and documentation for managed accounts
Chairperson of our Investment Committee
3+ years in a similar role

Real Estate Investment Manager Resume Examples & Samples

Assisting in the Growth of the Business
5 to 10 years’ first-hand experience in commercial real estate investment acquisitions in at least two different European countries. Ideally, one or more of the Benelux countries
Strong successful track record of acquiring real estate for a pan-European core or core-plus fund and an established network of contacts in the business
Familiarity with the main commercial use classes (office, retail and industrial/logistics)
An understanding of lease structures, landlord & tenant obligations and general market practices
Strong understanding of asset management initiatives and how they can create added value for a fund manager, including for example refurbishments, lease surrenders, lettings and change of use is essential with a proven ability to identify and budget such asset management initiatives
Deep knowledge of investment valuation and appraisal techniques, including familiarity with RICS Red Book Standards
Experience of negotiating loan contracts, know how mortgages are applied to real estate and be familiar with typical European finance terms and bank reporting requirements
Motivated by the opportunity to take an important role in the growth of a fund management business
The individual should be analytical and highly numerate, with an eye for detail, and a good understanding of the European real estate markets
Ideally be RICS qualified or be willing to work towards this
Innovative, commercially-minded, proactive and driven by results
Ability to work collaboratively with colleagues across geographies and business areas
Potential to develop people-management skills would be advantageous
Motivated by the long term opportunities of this role, with a commitment to developing professionally
A high level of personal integrity and focus on the customer is essential
Good command of the English language (spoken and written) and at least one other Western European language is essential. Preference will be given to candidates who speak Dutch

Investment Manager Resume Examples & Samples

10+ years total experience
5+ years in business analysis in the areas of IT Governance, CPIC, Portfolio Management, IT Policy, Strategic Planning, Program Management, and SDLC processes
Knowledge and experience in resource, program, budget, and financial management practices
Ability to pass client security clearance requirements
Strong consulting (4+ years consulting experience), writing, and client handling skills
Prior experience in a Federal Government Consulting role
Experience in Portfolio Management within an Agile development environment
Experience in using Agile Portfolio Management Tracking Tools
Strong oral and written communication skills and the ability to present a polished, professional, and diplomatic image to clients
Strong analytical skills – assertive and inquisitive manner that allows the individual to take indirectly related and orally communicated information and transform it into actionable information

Investment Manager Resume Examples & Samples

Having deep knowledge on fixed income and equity investments in both public & private markets across local and international markets
Having in depth knowledge in the current Risk Based Capital (“RBC”) regime and the on-going recommendations made to RBC 2
Familiar with MAS Outsourcing Guidelines and experienced in the due diligence and oversight of external fund managers
Having experience in alternative asset investments such as real estate, infrastructure fund will be added advantage
Should be attentive to details and experienced in reconciling data across multiple sources
Should have exceptional analytical skills
Should be able to work independently and collectively as part of a team
Should be highly motivated, self-starting and possess entrepreneurial spirit with intense desire to work hard and make a positive impact by improving processes
Having strong interest in gaining knowledge about new investment vehicles and asset classes
Possess a relevant degree in economics/finance/accounting
CFA qualification is preferred
At least 10 year of relevant working experience with minimum 5 years in the investment division of an insurance company

Cash & Investment Manager Resume Examples & Samples

Providing accounting services to the Europe region including general accounting and reporting
Managing monthly and quarterly close in accordance with strict reporting deadlines
Establishing and standardizing policies and procedures to drive efficiency and improved business productivity
Managing AtR activities outsourced to MSD’s BPO partner for bank and cash and monitoring monthly performance
Implementing policies, operational controls and procedures to ensure efficient and accurate services to customers in the Europe region
Establishing and maintaining liaisons with the European Treasury Center (ETC)
Serving as the Europe representative for Cash Sub Process Team (SPT) meetings
Assisting with the recruitment and development of a high performance team
Working with internal and external auditors to complete statutory and internal control audits
Maintaining KPIs and metrics
Transitioning accounting process to the Global Finance Services center and to SAP
Leading and staffing ad hoc projects, as needed
Qualified accountant, with a minimum of 6 years of experience in a shared service department of a multinational company including demonstrated experience in dealing with ex-US accounting
Experience with treasury accounting and interfacing systems
Experience in dealing with internal and external auditors (in a SOX environment)
Must be able to work in a fast-paced, dynamic environment, under pressure, and with a high degree of professionalism
Must be comfortable in an environment of changing technologies and processes and demonstrate flexibility in adjusting to new ways of working
High degree of integrity and personal ethics in implementing corporate policies and procedures
Solid communication, interpersonal, and organization skills enabling effective communication with all levels of management required
Ability to build, lead, and manage an effective team of highly-qualified and culturally diverse professionals with a focus on teamwork and collaboration
Ability to remain focused and lead through change or uncertainty
Project management and/or change management experience
SAP or ERP experience required

Investment Manager, Stanley Ventures Resume Examples & Samples

Establish and broaden an effective open innovation network for sourcing technologies globally
Engage in the industry via board seats, committees, incubators, universities, associations, etc
Identify, evaluate and develop high potential targets that are relevant to the SBD business
Assess and perform due diligence and venture style funding for potential target
Facilitates collaboration between targets and SBD businesses
Supports the target and SBD business management teams
Focused on the commercialization of the innovative technologies of the target in collaboration with businesses
Mentor early stage companies by providing technical and commercial resources via the SBD businesses
Put together creative business relationships that benefit both companies
Be able to put together multi-company deal structures. This could include investing alongside other large corporate investors but could also include investing in multiple companies that could, together provide a collaborative solution to SBD
Able to travel 25% of the time
5 years’ experience in negotiating strategic, Business to Business agreements
5 years’ experience in working with technology businesses
Entrepreneurial mindset, strong leadership skills, results driven
Fast and comprehensive understanding of new technologies and market trends
Experienced manager of multi projects and complex systems
Ability to coordinate and prioritize multiple tasks in a fast-paced environment
Investment/financial skills
Ability to comfortably interact at all levels from C-level and senior executives to lower level team members
Ability to communicate effectively and share ideas
Five years of relevant work experience in Corporate Venture Capital, Investment management or M&A, Business Consulting, High Tech R&D, Corporate Strategy

Investment Manager Resume Examples & Samples

At least 5 year of relevant working experience with minimum 3 years in the investment division of an insurance company
Having good understanding of financial products, laws and regulations governing the capital markets and life insurance intermediaries in Singapore
Having good knowledge in the current Risk Based Capital (“RBC”) regime and the recommendations made to RBC 2
Having relevant experience in conducting due diligence, risk assessment and oversight on external fund managers

Global Investment Manager Analysis Associate Resume Examples & Samples

Solid knowledge of financial markets, as well as the asset management industry
Several years of experience in the financial services industry
MBA or CFA, or progress towards one of the two
Series 7 and 63

Investment Manager Resume Examples & Samples

Negotiating and executing strategic investments
Conducting portfolio management, monitoring and reporting activities
Representation of DTCP in company boards of portfolio companies
Preparation and execution of follow-up investments
Preparation and execution of exit transactions
Excellent knowledge on methods and processes of valuing start-ups
Very good experience in investment transactions
Profound knowledge of technology trends in the digital sector
Team working skills and flexibility
Performance-oriented work ethics, commitment and capacity to work autonomously
German and English business fluent (written and spoken)
Proficiency in Microsoft Office, especially Power Point and Excel

Group Lean Investment Manager Resume Examples & Samples

Engineering degree; 10 – 15 years of experience in Manufacturing (Plant Mger, Program Mger, ME director, FES division, …)
Good knowledge in Finance (P&L, BP, investment profitability indicators)
Leader in FES/Lean Manufacturing & Lean Line Design
Referent in technics to challenge BGs in main program, standardization plan, renewal plan, …
Comfortable with management of functional network and line management
Able to manage workshop at shopfloor level and making presentation to executive VP
Strong communication skills,

Associate Investment Manager Resume Examples & Samples

Graduate degree a plus; undergraduate degree required. Degree or emphasis in finance/accounting/economics subjects strongly preferred
Existing or active progress toward CFA, CPA, or CFP credentials
One to three years relevant experience in a portfolio management or portfolio analysis capacity
Five to seven years industry experience
Outstanding attention to detail, as well as superior analytical or quant skills that allow for independent judgment and decisive reasoning while dealing with significant time constraints
Basic understanding of portfolio construction, portfolio theory and quantitative portfolio construction techniques
Ability to operate in a fast paced “start-up” like environment with an adaptable skill set, creative problem solving skills, and the ability to multi-task
Basic understanding of the tax code and portfolio management for taxable clients
Must have superior ability to work effectively in a highly collaborative, team-oriented environment as well as work independently

Equity Investment Manager Research Analyst Resume Examples & Samples

Previous exposure to qualitative and quantitative manager analysis is beneficial
Preference for candidates with experience within a third-party manager research and platform setting, open architecture/fund related business field
Preference for candidates with particular experience among multiple equity asset classes
Strong team player with willingness to learn, and ability to develop quickly into a growing, effective team
Strong communication skills, both verbal and in professional written form
CFA Charterholder or actively pursuing designation
Candidates should have Series 7and 66 (or 63 and 65) license or obtain within the first 3-6 months
Attention to Detail
Strong Analytical Ability
Communication and Presentation Skills
Initiative & Innovation
Organizational Skills
Strong Teamwork Ethic
Adaptable/Flexible persona, “Can-do” attitude, entrepreneurial character
This role will suit self-motivated individuals with an ability to work in a growth environment

Investment Manager Resume Examples & Samples

Liaise between MagnifIQ developers (based in Sydney, New York and Lisbon) and client teams (primarily based in London) to ensure that all specific client KPIs are captured
The Investment Manager shall toubleshoot and resolve issues in order to support the ongoing management of savings tracking
Proactively contribute to the development of MagnifIQ to ensure it remains relevant and future proof
The Investment Manager shall train regional and local investment leads
Deliver reports related to all areas of investment and respond to ad hoc requests from the client
Manage the local audit process across all key markets
Train and develop the careers of 2 analysts
Contribute to MAGNA intelligence and forecasting divisions

Senior Investment Manager Resume Examples & Samples

2:1 Degree or equivalent qualification
Strong experience in a media role
Project management experience, with proven ability to drive projects from conception to completion
Independent, self-motivated, hard working with strong attention to detail
Analytically sophisticated with strong attention to detail
Strong computer skills, comfortable with excel and data
Excellent communication and articulation skills
Able to work across cultural boundaries in an articulate and sensitive manner

Associate Investment Manager Resume Examples & Samples

Demonstrated quantitative and analytic skills
Expertise with computer programs, Excel, PowerPoint, Internet research
Strong work ethic and willingness to work until the task is completed successfully
Ability to work in a small team environment
Self-motivated and able to work with little supervision
Passion for learning, desire to learn about investments
High moral character

Fixed Investment Manager Research Analyst Resume Examples & Samples

Implement Citi’s Global third-party due diligence and investment manager research standards and maintain formal manager research documentation and associated materials, using selected research software packages and analytical systems. This may also include maintenance of internal or external client facing materials designed to support product knowledge/understanding, product sales, and product reporting
Active teamwork with colleagues and peers in other key CPB regions and user groups of CPB’s investment offering such as CPB’s internal asset management, Citi Investment Management (CIM), CPB’s Investment Labs and certain businesses of the Global Consumer Bank (GCB)
Preference for candidates with particular experience among multiple fixed income asset classes
Demonstrated analytical skills who can build and defend well supported investment opinions based on insights drawn from interviews, data analysis and peer group awareness
Previous experience using industry standard software packages, including Morningstar Direct, Style Advisor (Zephyr), or eVestment Alliance
The candidate must possess strong quantitative and deductive reasoning skills and be IT proficient, particularly with Excel and PowerPoint
Candidates should have Series 7and 66 (or 63 and 65) license

Walter Scott, Client Investment Manager Resume Examples & Samples

Work closely with the Client Service Group to maintain & develop strong relationships with clients
Ensure accurate and timely monthly reporting to the Client Service Group as part of the board reporting process
Through a thorough knowledge of each client, maintain and develop dedicated service levels for each relationship based on their IMA and any other requirements
Maintain a thorough working knowledge of Walter Scott’s business including operations, administration, risk & compliance, portfolio implementation and trading
Maintain a deep working knowledge of our clients’ portfolios, through integration and cooperation with the investment team and regular attendance of research and company meetings
Have a firm grasp on any verbal and written client servicing requirements
Ensure all travel is scheduled and organised in a timely fashion, optimizing itineraries and co-operating with colleagues through working closely with the manager responsible for coordination
Produce meeting or file notes for all meetings, conference and telephone calls to ensure that all instructions and agreements are documented
Ensure that all static data held on WS systems for clients and consultants is correct and up to date
Work closely with the reporting team to ensure seamless reporting, both written and face-to-face

Investment Manager Resume Examples & Samples

Be responsible for Telefónica Open Future’s current portfolio in the US: representation of Telefónica in the investees’ boards of directors (if need be), control and monitoring of the investees’ performance, engage with the investees’ founders and management, preparation of portfolio reports as requested by TOF_ HQ
Identify investment opportunities in the US with strategic value for Telefónica: collaboration with Telefónica’s US office and HQ to understand needs and focus, liaise with US VC funds to generate dealflow, update Telefónica Open Future about the latest investment trends, rounds and most relevant startups for Telefónica, gain access to these investment rounds if they are of interest to Telefonica
Pursue the investment opportunities in the US: support the analysis, negotiation and preparation of investment proposals as well as the execution and closing of investment operations; support Telefónica Open Future’s investees in their financing rounds in the US
Collaborate with Telefónica’s office in Silicon Valley in identifying strategic partnerships for Telefónica: support the search, analysis and shortlisting of candidates as well as the development and design of partnership agreements, help organize business trips for Telefónica staff to US technology investment hubs
Must be based out of Silicon Valley
Must have previous minimum experience of 3 to 5 years in international investment banking or VC, having worked in technology projects or having deep knowledge of technology
Desirably should have work experience in a VC, corporate VC fund or in the investment area of a technology company
English and Spanish - Fluent speaker

Marketing Investment Manager Resume Examples & Samples

Experience in a similar role critical
In depth understanding and knowledge of financial processes and governance skills
Led and developed a team
Strong Attention to detail
Strong persuasion and influencing skills
Presentation and communication skills
Self-motivation / act autonomously
Ability and the desire to redesign processes and systems to create efficiency
Ability to operate in an environment of uncertainty

Investment Manager Resume Examples & Samples

Work with internal product, strategy & network teams to identify and communicate priority topics to align with investment theses
Build databases of capital flow in the broader ventures market and identify trends and investment ideas
Organize and build calendar of events as sources of deal flow for investment
Perform top down and bottoms up fundament research and thematic trends that are strategic for Verizon and present to Director for investment purposes
Identify emerging external technology trends to help shape and develop investment theses and new business development opportunities
Source, engage, review & prioritize new technology startups in investment theses areas. Develop subject matter expertise with strategic & financial analytical reports in core areas
Jointly explore new innovation creation through collaboration with VZ internal stakeholders and external entrepreneurs
Perform financial due diligence, build DCFs, and models for investment purposes
Analyze option allocation and cap table dynamics for potential future investments
Track & report metrics associated with all aspects of the investment pipeline, portfolio partnership efforts, community efforts and innovation exploration. Collaborate with Verizon legal and finance stakeholders to create & execute agreements & payments

Senior Investment Manager Resume Examples & Samples

Significant experience in the Renewable Energy industry, with involvement in Utility Scale Wind, Solar, Bio Energy (ChP) and other projects
Playing an active role in Greenfield Renewable Energy Projects from planning approved/consented stage through to contractual/financial close
Demonstrable experience with leading Renewable Energy Transactions, with sound negotiation and influencing skills and financial and commercial acumen
Possess a strong network within the Renewable Energy industry, with close connections with key vendors, developers, engineers, partners, offtakers, subcontractors and funders
Postgraduate qualifications in a relevant field (Finance, Economics, Law, Engineering or Business) with relevant professional memberships/affiliations

Solvay Ventures Investment Manager Europe Resume Examples & Samples

Advanced technical degree (PhD or equivalent), MBA or equivalent, with commensurate experience in advanced materials
A minimum of 5 year’s experience in venture capital in Europe, working with emerging technology related companies, funds, fund managers, VCs, and reporting. Prior experience of Board governance, behavior, best practice. Personal track record as investor
Business and investment acumen including financial analysis, valuation, due diligence, negotiation, contracts, equity issuances and structures, debt structures, term sheets and general VC investment processes
LI-RV1

Investment Manager Senior Resume Examples & Samples

Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns
Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others
Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs

Wealth Investment Manager Strategist Resume Examples & Samples

Bachelors Degree; MBA or Masters in Accounting of Finance preferred
CFP required; CFA preferred
Series 7 Securities License within 120 days of hire
Demonstrated passion and understanding of investment solutions
In depth experience in high net worth investment offerings, leveraging sophisticated investment products to wealthy individuals and institutional clients
Ability to interface with Private Wealth Advising team

Asset & Investment Manager Resume Examples & Samples

Degree in relevant discipline (Building, Real Estate, Business Administration, Finance)
Minimum 5-6 years of quantity surveying, financial review and feasibility studies, facilities sourcing and business development experience; working in industrial/logistics warehouse sector preferred
Conversant with all facets of property development process and good at analysis skills
Good negotiations and communication (verbal+ written) skills a must

Investment Manager Resume Examples & Samples

Monitoring and analysing market transactions
Developing and delivering annual investment portfolio net asset value
Monitoring and measuring progress of valuations, acquisitions and disposals
Developing and delivering annual disposal budget and strategy
Developing and delivering annual acquisition budget and strategy

Investment Manager Resume Examples & Samples

Use existing review form to complete semi-annual audits of each individual FSA/BFA/SRM location, ensuring compliance with all policies, procedures, settings and circumstances. Secondary locations are to be visited annually
Review and respond to Sales Practice customer complaints received verbally or in writing for Merrill edge
Assist in arbitration, legal matters
Perform client contact, as necessary
Perform Active Account Reviews
Review and maintain all Compliance and Regulatory Correspondence
Monitor and review Investor Profile changes
Review Policy Settlements of a particular threshold to ensure settlements are within Firm Policy and Procedures
Monitor and manage registration and licensing for FSAs/SRMs
Monitor and review client accounts for potential risk with regard to mutual fund trading, concentrated positions, and margin usage

Insight Investment Manager Resume Examples & Samples

Bachelor's Degree required or commensurate business experience
At least 12 years of relevant experience with strong investment & product knowledge
Good communication and persuasion skills

Media Investment Manager Resume Examples & Samples

80% of the role focuses on the delivery and management of Performance Related Incentive Payments (PRIPs) across a number of DANs’ global clients
Understanding of DAN, Client, and Auditor methodologies on key clients
Daily management of workload and communication internally, and with the markets, ensuring timely delivery of reporting
Being on top of ongoing workload – taking ownership for the work, creating trust from directors
Participating and contributing in internal and auditor meetings
Establishing close working relation with internal stakeholders (account team and business leads) and local teams (account and Amplifi)
Being culturally sensitive when working with local teams, and be open and interested about experiencing an international work culture
Learning from local markets; identifying similarities and differences between trading and buying practices across borders and sharing best-practices cross-market
Seeking feedback on performance from line managers and peers
Showing engagement, curiosity and willingness to learn
Being very accurate and precise in all reporting work, requiring a good level of analytical and numerical skills as well as strong attention to detail
Having a strong command of Excel; being able to construct formulas, work with links, debug technical issues, and work across several templates simultaneously
Having an good understanding of media metrics (GRP, planning vs. buying audience, rating, CPM, CPE, CPA, CTR, CPC, insertion, panels, cpSpot, rebates, AVB, inflation…etc.)
Communicating clearly and effectively with line managers and local teams – getting your point across, being straight forward and honest
Raising issues to line managers immediately; asking questions when faced with ambiguity or doubt
Sharing any good practice and learning with the team; suggest recommendations and improvements where it felt appropriate
Managing workflow upwards as well as downwards in an effective and efficient manner
Acting as line-manager to an exec / senior exec, monitoring and guiding their performance
Assuming responsibility for ensuring complete accuracy with regards to all reporting deliverables
An energetic, enthusiastic candidate that brings a positive can-do attitude
Someone who is able to manage and prioritise work-loads
A team player; you are happy to support colleagues at all levels at all times
You are committed; reliable; diligent and set high personal standards for yourself
You have good initiative and proactivity – you are hands on and a “problem solver”
You have personal integrity and are able quickly to earn the respect of your peers
You are highly numerate and an excellent communicator
You have a minimum of 3-4 years’ work experience in the advertising/media industry (agency/client/auditor); preferably at a global level and are interested in the world of communication
Experience of media performance tracking and delivery for international clients and a solid understanding of the basic principles of how media is bought and traded
Good command of Excel and other Office software
Proven ability to co-ordinate and manage projects, involving numerous stakeholders
Experience of line managing an executive is preferred but not essential

Business Investment Manager Resume Examples & Samples

Manage and prioritize project deliverables for the team and provide investment decision support for more complex commercial cases, developing ATNs (Authority to Negotiate),FMs (Financial Memorandums) and support coordination of the business review process in a way which achieves quality, unbiased, and timely reviews of investment proposals. As such it will
8+ years of relevant working experience
Strong analytical skills and financial knowledge
Strong commercial acumen, depth of understanding of financial statement, and ability to quickly pick up business context, and ability to formulate insights and utilize MI to support project/strategic decisions
Strong impact, interpersonal, networking and communication skills and able to make a significant contribution to management team while offering sound independent advice on Finance matters
Previous experience with economic modelling concepts (e.g. discounted cash flow analysis, net present value) and application

Investment Manager Resume Examples & Samples

Deal origination. The Investment Manager shall directly source, value, negotiate and close real estate acquisitions
Financial Analysis: He/she will be responsible for financial analysis and directing Investment Analysts in the pursuit of potential acquisitions through preparation and analysis of pro forma financials and supporting documents
Generating offers for investment opportunities, negotiating and executing LOI’s and PSA’s with prospective sellers
Assist with the due diligence process including review of legal documents, third party reports and other materials
Maintaining current market information and contacts in order to source and quickly react to investment opportunities
Track / monitor current trends in equity markets
Assisting with client presentations and Investment Book preparation
Other projects as assigned by CIO and/or CEO
Self-motivated, hard-working and able to work as part of a team
Experience sourcing, underwriting, and closing investment transactions and financings
Established network of broker, owner and financial institution relationships to facilitate sourcing
A sound understanding of the capital markets
Strong financial background and expertise with financial modeling required
Transaction due diligence and management of the closing process
Flexibility in competently managing competing priorities and changing expectations
Conscientious and attentive to detail. Possesses strong transactional management, organizational and interpersonal skills
Demonstrate initiative, flexibility, creativity and provide complete follow-through on areas of responsibility
Bachelor’s degree from top tier university. MBA required
Minimum 5-10 years of successful real estate investment and transaction experience, preference for multi-family
Someone who greatly enjoys what they do professionally and enjoys working with other like-minded professionals

Senior Investment Manager Resume Examples & Samples

Risk assessment of the project, participate and present cases to the Equity Investment Committee
Together with the (Senior) Investment Manager EQ, structure and negotiate a deal with the developer, other investment partners, financial institutions and consultants. Leading work streams in the transaction team
Assume responsibility and actively manage projects through their life cycle
Monitor, support and steer the management of the respective project company. Get involved in all extraordinary project issues and contribute to solutions protecting the value of SFS's investment
If necessary, restructure projects in close cooperation with the project partners, the project company and external consultants. Regular review, analysis and presentation of project specific risk and return relevant data
Conduct periodic project valuations. Act as main contact for Business Administration and Controlling in all questions related to the valuation of a project
Assume board mandates and represent SFS' interest. Develop and prepare recommendations and decisions for the SFS shareholder
Develop commercially viable exist strategies. Identify potential investors. Prepare market studies, business plans (including cash flow modeling) and project valuations. Lead contract negotiations in the sales phase in close cooperation with the (Senior) Investment Manager EQ, Legal, WTS and external consultants
Participate in establishing appropriate business policies, processes, guidelines and tools for the management of projects
Train and coach Investment Risk Managers in order to enhance their professional skills

Merrill Edge Investment Manager Resume Examples & Samples

Control and review New Account Profiles for Option, Margin and Cash trading using EAO system
Review Correspondence
Provide market and non-market action decisions
Prior review and approval of any sales seminars conducted by FSAs/BFAs
Monitor accounts with large debit balances and short market values over $500,000 and coordinate approval with Credit Administration and clients
Monitor and review large trades
Review exception requests for Control Securities and coordinate with Field FSAs/BFAs
Monitor and manage registration and licensing for FSA’s/SRM’s
Review Compliance 1028 exception items for potential exposure, and ensure timely and appropriate follow-up
Monitor all address changes submitted by clients and Field FSAs/BFAs/SRMs
Manage projects / initiatives to improve sales supervision and risk management

IIC Investment Manager Lead Officer / Officer Resume Examples & Samples

Supporting the Infrastructure and Energy Division in executing the Division’s business and Action Plans for the Energy and Water & Sanitation sectors
Lead and co-ordinate the origination of infrastructure projects in Energy and Water & Sanitation sectors from the prospecting stage, and assist or lead the team through origination, structuring, negotiation, approval and closing
Maintaining constant dialogue with local stakeholders, like infrastructure developers and investors, governmental and regulatory agencies (at the Federal, State and Municipal levels), public and private institutions in the financial markets and industry associations in the infrastructure space, among others
Provide local insight to support team during origination, initial screening, and overall structuring process, especially on environmental, social and corporate governance safeguards, development effectiveness, legal, risk, and integrity functions as part of the overall construction of highly developmental and risk-sound transactions
Contribute to the development of IIC/IDBG Country Strategy for Brazil and the IIC’s Action Plans in relation to the Energy and Water & Sanitation sectors to help identifying specific institutional and regulatory issues pertinent to these sectors
Proactively liaise with the Portfolio Management Division and/or the Special Assets Division to assist in problematic or impaired projects within the Energy and Water & Sanitation sectors and helping in the negotiation of potential restructurings as needed
Keeping abreast of industry and regulation dynamics in Brazil and within the Southern Cone region that could impact the Energy and Water & Sanitation sectors, sharing market intelligence across the sectors and within the IDBG as relevant
Playing a significant role in the private sector, especially in sustainable infrastructure in the Energy and Water & Sanitation sectors in Brazil by liaising with industry experts, potential clients, potential partners, financial institutions, investors and other stakeholders, seeking to build new relationships to generate new business opportunities

Investment Manager Resume Examples & Samples

The postion requires profound knowledges and experiences about financial markets (especially stock market), investment management, macro economies and asset management products. Also, as a portfolio manager a candidate with a high-quality communication and/or presentation skill is preferable
Uses judgement based on practice and precedence
Business volume for this position has been sharply increasing, therefore there is a strong need to enhance human resource in this area to continue to provide high quality investment managements services to the clients and also high quality product design and product presentation supports to our sales forces to win new businesses and enhance our relationships with existing clients
There are a lot of and frequent interactions with other departments, investment subsidiaries and external parties. This position requires good teamwork and communication skills

Investment Manager Resume Examples & Samples

The candidate will ensure there is a strong pipeline of potential acquisitions in line with strategy
Maintain and build-up strong relationship with various sources of (long-leased) assets across Germany and potentially across other countries too, such as agents, developers, institutional investors, public bodies etc.,
Perform financial analysis / modeling and prepare documentation for internal committees,
Present investment opportunities to internal committees,
Coordinate of the entire due diligence process and steer internal and external resources,
Lead and conclude contractual negotiations,
Control of all post-closing obligations,
Handover to fund and asset management,
Represent the transaction team internally and externally for the German and pan-European investment market

Land Investment Manager Resume Examples & Samples

Management level experience with an emphasis in Finance, Land, Market Research, and/or FP&A
Working knowledge of accounting policies and procedures
Ability to fully understand and interpret contractual language in various legal documents, including purchase and sale agreements
Ability to fully understand and interpret internal (including the Community Market Analysis report) and external sales and market report information
Working knowledge of data management tools

Investment Manager Equity Participations Resume Examples & Samples

Source & analyse new opportunities, and prepare proposal for investment committee
Negotiate and execute the transaction
Manage the portfolio company
Actively look for, and ultimately execute a successful exit
3-5 years of experience in transaction driven financial environment (PE, M&A, CF, Leverage Finance)
Good understanding of the Shipping & Intermodal industry, and an applicable network
Strong commercial skills, and experience
Experience as a deal captain of multidisciplinary teams
Extensive experience with financial modelling

Senior Investment Manager Resume Examples & Samples

Source and originate direct (equity and debt) real estate investment opportunities
Lead quantitative and qualitative due diligence on prospective direct equity and debt investments, including site visits, the negotiation and preparation of purchase and sales agreements, shareholder agreements. Conduct financial, tax, and legal due diligence, manage third party consultants
Lead procurement on all aspects of acquisition financing including loan agreement negotiations and management of loan documents
Have a leading role presenting investment opportunities in Investment Committee meetings
Initiate and facilitate calls and meetings with current and prospective operating partners and investment managers
Help lead the investment management team in the Denver office
Manage tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts
Support the investment solutions team on various capital raising related opportunities such as attending client presentations and fund raising meetings
10-15 years of work experience, including at least 7 years of commercial real estate acquisitions experience, in the private real estate market with a leading player in the region; managerial experience as a team lead a plus
3-5 year of experience managing and developing junior employees
Excellent academic credentials (Master’s/MBA/CFA preferred), with coursework emphasis on Finance, Economics and/or Real Estate
Successful investment track record across Real Estate verticals and strategies
Possess a large network of asset manager and operator relationships across the Americas
Robust analytical, interpersonal and communication skills with a deep desire to also deliver through others, able to negotiate and collaborate, but drive consensus
Thorough knowledge of MS Word and Excel (modeling skills) and the ability to conduct research
Work under pressure and multitask while completing projects accurately and on time
Solid work ethic, professional demeanor

Junior Transition Investment Manager Resume Examples & Samples

Ability to scope, plan, coordinate and manage the process of transitioning assets
Identifying, understanding and mitigating all forms of risk that can occur during the period of change
Communicating effectively with all relevant parties to execute a successful transition project
1-5 years’ experience in Financial Services, ideally directly or supporting a market/investment facing role
Excellent communication skills and strong track record as a team player and collaborator
Demonstrated project management capabilities and ability to drive projects forward
An enthusiasm for technology and innovation
Problem solver with a positive “can-do” attitude

Equity Investment Manager Research Analyst Resume Examples & Samples

Analyze funds in the context of changing macroeconomic environment, as a basis for dynamically recommending the most suitable investment strategies for use by US and non-US clients
Prepare insightful and opinionated communications (oral and written) in a timely manner regarding material manager events, implementation ideas, market developments, performance issues, etc. to CPB bankers/investment counsellors, sales channels and other business partners
Act as a point of contact for ad-hoc product requests from both CPB Global Product Management and CPB sales channels
Interaction with both existing and prospective third-party investment management companies
Active teamwork with colleagues and peers in other key CPB regions and user groups of CPB’s investment offering such as CPB’s internal asset management, Citi Investment Management (CIM), CPB’s Investment Labs and certain aspects the Global Consumer Bank’s investment selections
Experience within a third-party manager research and platform setting, open architecture/fund related business field
Previous experience using industry standard software packages, including Morningstar Direct or eVestment Alliance

Senior Investment Manager Resume Examples & Samples

Manage credits in the Leveraged Capital portfolio including: reviewing periodic financial and compliance statements; completing credit reviews; analyzing amendment requests; ensuring accurate monthly portfolio pricing; and other duties as assigned. Develop and maintain relationships with management teams and industry contacts to support proactive portfolio management
Assist in the analysis, review, and recommendation of new transactions including: developing financial models; analyzing industry trends and issues; drafting approval memoranda; participating in due diligence meetings with issuer management; conducting reference checks; and presenting transaction opportunities to the AIG Private Credit Investment Committee
Follow sound risk management and compliance protocols within AIG
Maintain relationships and help coordinate diligence discussions with issuers, private equity sponsors, debt advisors and other investors, as well as work with internal constituents to source and close transactions
Work with in-house and external counsel, to satisfactorily document amendments and new transactions
Coach and mentor junior analysts
5+ years of experience in debt capital markets
Four-year degree from an accredited college or university is required, preferably in finance or accounting. MBA and/or CFA preferred
Excellent credit analysis skills
Demonstrated high ethical standards, good judgment and flexibility in achieving goals

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