Investment Professional Resume Samples
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Investment Professional Resume Samples
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JS
J Stehr
Juston
Stehr
5167 Sherwood Drive
Dallas
TX
+1 (555) 125 8922
5167 Sherwood Drive
Dallas
TX
Phone
p
+1 (555) 125 8922
Experience
Experience
Detroit, MI
Financial Investment Professional
Detroit, MI
Torp LLC
Detroit, MI
Financial Investment Professional
- Assist with trading, cash management and providing market information to clients
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the Greater China Market
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Assists teams in subscribing hedge funds, private equity funds and Goldman Sachs Asset Management (GSAM) funds
- Providing overviews of our client reporting and web capabilities including training on our web capabilities
- Self-motivated and Flexible working approach
- Develop and prepare marketing presentations for prospects/clients that address equity, fixed income, and alternative investment components of asset allocation
Boston, MA
Financial Investment Professional Fip
Boston, MA
Tromp-Ledner
Boston, MA
Financial Investment Professional Fip
- Assist on projects related to team operations, new business development, strategic planning, product development and other marketing infrastructure issues
- Assist in the management (implementation and rebalancing) of client investment portfolios across global fixed income, equity, and alternative investments
- Conduct portfolio level analysis, including asset allocation and portfolio performance review presentations, as well as prepare other client presentations
- Execute equity, derivative, fixed income and mutual fund trades
- Serve as a key liaison to other areas supporting PWM clients including Operations, Performance and Compliance
- Lead or participate in cross-functional group projects to improve quality and efficiency within the team
- Implement large-scale tactical and strategic asset allocation changes
present
Houston, TX
IMD, PWM, Financial Investment Professional
Houston, TX
Bednar-Medhurst
present
Houston, TX
IMD, PWM, Financial Investment Professional
present
- Assisting on projects related to new business development, strategic planning, product development and other marketing
- Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
- Assisting teams in subscribing hedge funds, private equity funds and Goldman Sachs Asset Management (GSAM) and other 3rd party mutual funds
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the Taiwanese market
- Assisting with trading and providing market information to clients
- Execute client orders and assist in portfolio rebalancing
- Assist with trading and providing market information to clients
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
New York University
Bachelor’s Degree in Finance
Skills
Skills
- Able to manage workload effectively and deliver quality work on schedule in a fast paced environment
- Team player with strong interpersonal skills
- Strong analytical and financial / modelling skills
- Portfolio monitoring: support the monitoring of investments in the portfolio
- Market research: including research on market trends, pricing and regulatory changes
- Modelling: developing, utilizing and dissecting financial models in order to analyses project opportunities and conduct bottom-up valuations both at the project and fund level
- Portfolio construction: planning portfolios and interacting with investors
- Deal execution: leading deal teams to review, value, structure and execute infrastructure investments
- Persuasive and polished written and oral communication skills
- Deal sourcing: reaching out to market participants to originate deals
6 Investment Professional resume templates
Read our complete resume writing guides
1
Investment Professional Resume Examples & Samples
- Provide systematic and regular updates on investment opportunities and market environment for the assigned private equity markets and steer the deal pipeline
- Contribute in complete due diligence process for primary investment opportunities, including on-site visits, reference calls, investment memorandums, legal and tax due diligence and closing process
- Contribute in complete due diligence process for secondary opportunities, including valuation of portfolio companies, reference calls, investment memorandums, negotiations of pricing, legal and tax due diligence and closing process
- Contribute in complete due diligence process for co-investment opportunities, including market research, company valuation, reference calls, investment memorandums, legal and tax due diligence and closing process
- Monitoring of existing fund commitments, including regular GP contacts, attendance of annual meetings and advisory board meetings
- Responsibility for the maintenance and update of the monitoring data base as well as the flagging of troubled investments and proposition of action steps
- Responsibility of client reporting documentation concerning the assigned private equity market as well as the performance of the assigned portfolio and individual commitments
- Most have solid experience of private equity fund or direct investing
- University degree (Finance or Economics)
- MBA or CFA
- Fluency in German and excellent English language skills required
- Drives execution - quickly removes roadblocks; translates strategy into specific goals, tactics, action plans, and deliverables and effectively delegates to drive execution
- Strong analytical skill set
- High confidence level in interaction with investor community and clients
- Professional level of written and verbal communication skills
- Strong team player
2
Private Banking, Investment Professional Resume Examples & Samples
- Manage sales management priorities and track follow up
- Create Mandates/DPMs - Must be reviewed by Investor for approval and signoff before delivering
- Monitoring of fee schedules and billing,
- Review brokerage trades - compare paper blotter to trade blotter daily
- Answeringphones and helping clients or taking a message
- PowerPoint and Excel expertise required
- Ability to multi-task and manage priorities effectively
3
Investment Professional Resume Examples & Samples
- Proactively generate ideas to touch clients
- Preparing, Reviewing and approving Investment Performance review presentations for Investors to deliver to clients
- Market, product and client research
- Brokerage trade execution (mostly reactive, however some proactive)
- Discretionary Accounts - can set up trades but not submit for execution
- Risk Management - monitor exceptions and work with Investors to resolve 'what-if' scenario based analysis and developing Investment Plans for Investors to present to clients, and using JPM wealth modeling tools
- Analysis /interpretation of client data
- Assisting in development of client presentations
- Work with Team Leader to monitor Investor loadings
- Manage road show invitations
- Manage sales management priorities and track follow up
- Create Mandates/DPMs - Must be reviewed by Investor for approval and signoff before delivering
- Monitoring of fee schedules and billing,
- Review brokerage trades - compare paper blotter to trade blotter daily
- Alternatives document management
- Cancel/corrects
- Account updates
- Answering phones and helping clients or taking a message
- Series 7 & 63 registration required
- College degree required
- Minimum 1-2 years industry related experience
- PowerPoint and Excel expertise required
- Familiarity with Bloomberg and JP Morgan Private Bank systems
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software
4
IMD, PWM, Financial Investment Professional Resume Examples & Samples
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the Taiwanese market
- Research internal and external investment vehicles and trading ideas
- Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
5
Financial Investment Professional Resume Examples & Samples
- “Chief Operation Officer” of the PWM team
- Providing back up coverage for all client relationships
- Marshalling GS resources to the most productive uses for the PWM team
- Coordinate and prioritize workflows that are related to team clients and internal GS projects
- Work closely with clients to enhance their GS client experience
- New client on-boarding management
- Review the execution of portfolio rebalancing
- Review marketing presentations for prospective clients that address equity, fixed income, and alternative investment components
6
Financial Investment Professional Resume Examples & Samples
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the Greater China Market
- Execute client orders and assist in portfolio rebalancing
- Develop and prepare marketing presentations for prospects/clients that address equity, fixed income, and alternative investment components of asset allocation
- Relay GS research and market views to Private Wealth Advisors
- Assist with trading and providing market information to clients
- Assists teams in subscribing hedge funds, private equity funds and Goldman Sachs Asset Management (GSAM) funds
- Proven experience within the private banking industry
- Ability to speak Chinese (Cantonese or Mandarin) is preferred
7
Pwm-financial Investment Professional Resume Examples & Samples
- Execute portfolio rebalancing
- Identify and qualify potential prospects to be solicited by Private Wealth Advisors
- Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
- Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
- Knowledge of Windows technology (Outlook, Excel and Word)
8
IMD, PWM, Financial Investment Professional Resume Examples & Samples
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the NRI and South East Asia Market
- Keeping abreast of the latest events in the financial markets
- Analyzing equity and fixed income portfolios for risk and return characteristics
- Executing client orders and assist in portfolio rebalancing
- Identifying and qualifying potential prospects to be solicited by Private Wealth Advisors
- Developing and preparing marketing presentations for prospects/clients that address equity, fixed income, and alternative investment
- Ability to speak Hindi is preferred
9
Financial Investment Professional Resume Examples & Samples
- “Chief Operation Officer” and “Chief Investment Officer” of the PWM team
- Execute equity, derivative, fixed income and mutual fund trades
- Assist on projects related to team operations, new business development, strategic planning, product development and other marketing infrastructure issues
- Strong interpersonal, communication and analytical skills and a desire to work in a team-oriented environment
- Energetic attitude
- Strong financial modeling and presentation skills (Excel and PowerPoint)
- Ideal background includes 5 + years of investment management, investment banking or comparable experience in an Analyst capacity
- CPA, JD or MBA degrees welcome but not required
- Strong leadership skills; record of demonstrated achievement
10
Financial Investment Professional Fip Resume Examples & Samples
- Serve as a resource to multiple PWAs in supporting client relationships for the team
- Serve as a primary point of contact for select client relationships
- Conduct portfolio level analysis, including asset allocation and portfolio performance review presentations, as well as prepare other client presentations
- Assist in the management (implementation and rebalancing) of client investment portfolios across global fixed income, equity, and alternative investments
- Implement large-scale tactical and strategic asset allocation changes
- Serve as a key liaison to other areas supporting PWM clients including Operations, Performance and Compliance
- Lead or participate in cross-functional group projects to improve quality and efficiency within the team
- Monitor equity and fixed income markets
- General client service
- Detail-oriented and highly organized
- Strong interest in the global financial markets and economy
- Experience working within a large professional services firm or Fortune 500 organization is a plus
- Series 7 and 66 preferred (must be obtained within three months of employment)
11
Infrastructure Investment Group Junior Investment Professional Resume Examples & Samples
- Deal assessment and execution:working with the team to assess and execute infrastructure investments (funds (primaries and secondaries), direct co-investments). This will include conducting commercial due diligence, financial review, preparation of presentation material for investment committee etc
- Financial modelling:developing, utilizing, analyzing and dissecting financial models in order to analyse project opportunities and conduct valuations both at a project and overall Fund level
- Market research:including research on potential investments, policy, competitors, technology etc
- Portfolio monitoring:assist in the monitoring of investments in the portfolio
- Highly numerate with developed quantitative capabilities. Demonstrable financial modelling and evaluation skills are critical. In particular, a good understanding of accounting and/or leveraged finance / project finance modelling is important
- Investment experience with an investment bank / asset manager / advisor / infrastructure fund
- An ability to effectively formulate and articulate opinions, both verbally and in writing, as well as the ability to identify and summarise key investment considerations and risks, with good attention to detail
- Deep knowledge of Microsoft Office suite (PowerPoint, Excel, Word); very strong Excel skills are required
- A keen interest in infrastructure investment
- Fluent in English. Additional European language (German) desirable
- Strong academic background (university degree)
12
Private Banking, Investment Professional Resume Examples & Samples
- Reviewing and helping to structure Investment Performance presentations
- Brokerage trade execution (reactive and proactive)
- Reviewing discretionary accounts
- Risk Management - monitor exceptions and work with Investors to resolve conducting 'what-if' scenario based analysis and developing Investment Plans for Investors to present to clients, and using JPM wealth modeling tools
- Work with Team Leader to ensure desk is functioning appropriately
13
Financial Investment Professional Resume Examples & Samples
- Daily interaction and trouble shooting with extremely high profile Private Clients in addition to acting as a primary liaison for custodians and others
- Conducting daily cash management and FX exposure analysis
- Managing trade-booking process of all products including Mutual Funds, Equities, Bonds, Convertibles and Options, Alternative Investments and all cash products
- Managing the trade settlement and reconciliation process: liaising with international trading desks, settlement and reconciliation departments to ensure complete trade settlement
- Responsible for making wire payments and receipts, journal and other non-trade related deliveries/receipts
- Providing overviews of our client reporting and web capabilities including training on our web capabilities
- Managing the account opening process and account maintenance in general which includes liaison with the client and the various internal teams such as divisional compliance and legal
- General project work under responsibilities
- Time management and the ability to prioritise
- English Language skills essential, fluency in German a strong preference
- Understanding of the financial markets
- Self-motivated and Flexible working approach
- Ability to work in a fast-paced environment within a team-oriented structure
- Ability to work and think clearly under pressure
- Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word)
- Interest in the financial markets and good investment sense / commercial instinct
14
Investment Professional Resume Examples & Samples
- Mutual funds trade execution for brokerage accounts and daily control over trade settlement
- Discretionary Accounts trade execution and portfolio strategy implementation
- Utilising programs on multiple platforms to monitor current allocations and investment performance
- Continuously tracking global market movements and portfolio impact
- Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
- Supporting Investors Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients
- Degree educated, preferably in finance or business related subject
- Fluent In Spanish, proficient level of English, PowerPoint and Excel expertise required
15
Infrastructure Investment Group Investment Professional Multi Resume Examples & Samples
- Portfolio construction: planning portfolios and interacting with investors
- Deal sourcing: reaching out to market participants to originate deals
- Deal execution: leading deal teams to review, value, structure and execute infrastructure investments
- Modelling: developing, utilizing and dissecting financial models in order to analyses project opportunities and conduct bottom-up valuations both at the project and fund level
- Market research: including research on market trends, pricing and regulatory changes
- Portfolio monitoring: support the monitoring of investments in the portfolio
- Master’s degree in Finance, Business Administration, and/or Economics or equivalent
- Significant experience with a specialized asset manager / secondary advisor / secondary fund
- Fluency in English. Additional European language desirable
- Full proficiency in financial fund secondary modelling as well as in Bloomberg, Capital IQ, Deal Logic
- Strong analytical and financial / modelling skills
- Able to manage workload effectively and deliver quality work on schedule in a fast paced environment
- Demonstrates entrepreneurial spirit and is willing to assume additional responsibilities
16
Asset Management Private Bank Investment Professional Resume Examples & Samples
- Proactively generate ideas to touch clients
- Manage road show invitations
- Minimum 1-2 years industry related experience
- Familiarity with JP Morgan Private Bank systems Prism, Topaz, DDR/KYC preferred
17
Private Equity Investment Professional Resume Examples & Samples
- Aid portfolio managers in all aspects of the investment sourcing, underwriting and diligence process for primary fund investments, co-investments, and secondary investments
- Perform ongoing monitoring, analysis and reporting of investments as well as the aggregate portfolio
- Work with operations, accounting, tax and legal departments as part of the investment due diligence and execution process
- Conduct market, industry and strategy research and be informed about current and developing sector trends as well as support related analytical projects
- Work with portfolio managers to optimize Prudential’s private equity portfolio
18
Asset Management Latin Private Bank Investment Professional Santiago Resume Examples & Samples
- Proactively generate investment ideas for clients and Investors
- Generate market, product and client research
- Brokerage trade execution
- Risk Management - monitor exceptions and work with Investors to resolve
- Conduct 'what-if' scenario-based portfolio analyses
- Assist in development of client presentations
- Manage road show schedules
- Reconcile brokerage trades - compare paper blotter to trade blotter daily
- Assist in answering phones and helping clients or taking a message
- Execute brokerage transactions on behalf of clients
- College degree required with financial course background
- Spanish and English fluency required
- Ability to work both independently and as a team player
19
Asset Management Latin Private Bank Investment Professional Resume Examples & Samples
- Develop Investment Plans for Investors to present to clients and using JPM wealth modeling tools
- Account updates
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Exceptional follow-up and follow-through skills
20
Wealth Management Investment Professional Private Bank Resume Examples & Samples
- Market, product and client research
- Assisting in development of client presentations
- Work with Team Leader to monitor Investor loadings
- May be asked to schedule appointments, meetings, travel
- College degree required
- Spanish required, Portuguese preferred
