Investment Support Resume Samples

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L Wolff

Leann

Wolff

45590 Virginie Key

San Francisco

+1 (555) 627 3850

45590 Virginie Key

San Francisco

Phone

p +1 (555) 627 3850

Experience Experience

Houston, TX

Investment Support

Houston, TX

Stanton, Rutherford and Mitchell

Houston, TX

Investment Support

Ad-Hoc project work including system migrations, account transitions or restructures, system enhancements/testing, etc
Running of multiple daily reports, closing of funds daily, cash transfers and booking of Vloans, and Municipals reinvestment trades
Time sensitive manual processes and morning centric
Cash Flow Reporting and Analysis
Complex Business Reporting
Complex & Business Aligned Processing
Projects and Initiatives

San Francisco, CA

Investment Support Coordinator

San Francisco, CA

Moore Group

San Francisco, CA

Investment Support Coordinator

Foster close working relationships with the BBC Commercial Agency and independent production companies
Provide support for the UK based Investment Team
Quick learner, flexible, professional and prepared to work to own initiative
Key contact for the Global Content division
Proven initiative and an eye for detail
Build relationships with the trading regions and Global businesses eg Consumer Digital
Patient, considerate and empathetic approach to dealing with people

present

Dallas, TX

Analyst, Investment Support Services

Dallas, TX

Bailey, McClure and Hoeger

present

Dallas, TX

Analyst, Investment Support Services

present

Communicate with front office partners, other internal operational areas and external contacts such as successor custodians, charities, attorneys, brokers, CPAs and beneficiaries to ensure transitions are executed and completed within specific timeframes
Open or close accounts on trust applications, collect, re-register, reconcile, acquire legal documents, initiate and coordinate functional duties associated with new or terminated custody and trust accounts
Ensure all assets and associated income held on record internally or at prior custodians are collected or distributed within the guidelines of the SLA (Service Level Agreement) established by the division
Assist front office partners with client servicing by monitoring the asset collect process, account reconciliations, tax cost updates, audits and plans of divisions
Respond to internal and external inquiries regarding the resolution of discrepancies related to any new or closing account
Order and provide pertinent information to Tax Group and other business units on behalf of the trust and/or beneficiaries in preparation for their tax returns
Works well in a high volume fasted pasted environment

Education Education

Bachelor’s Degree in Finance

University of California, Santa Barbara

Bachelor’s Degree in Finance

Skills Skills

Strong written and verbal communication skills
Ability to overcome sales pressure to approve accounts that are deemed unsuitable for the client or firm
In-depth attention to detail
Working ability to analyze quantitative results and model outcomes
Ability to effectively multitask in a fast paced work environment
Effective organizational, decision-making and problem solving skills
Effective Teamworking – Works closely with all team members to efficiently and effectively create and maintain important documents. Will also interact with other Invesco groups to find best practices and help source ideas
Embraces Change and Personal Development – Looks for new ways to do things, seeks training opportunities, and takes the initiative to learn new skills
Delivers Professional Standards - Ability to maintain confidential information and build trust in working relationships
Project/Time Management - Ability to prioritize and meet deadlines

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12 Investment Support resume templates

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Investment Support Associate Resume Examples & Samples

Requires 2 years related financial industry experience
Requires either FINRA Series 7 and 63 licenses or to obtain licenses within 90 days of hire
Prefer brokerage, annuity or retirement knowledge
Proven customer service and professional communications skills
Strong customer focus and listening skills
An ability to multitask and willingness to learn
Leadership skills and a competitive spirit
An ability to work closely with team members to achieve both individual and group goals
Self discipline
Patience
Prefer Bachelor's degree or equivalent work experience

Investment Support Associate Resume Examples & Samples

Strong brokerage, annuity or retirement knowledge
Previous call center experience preferred
A competitive spirit
Fluency in Spanish a plus
2 years financial industry experience, a bachelor's degree, and FINRA Series 7 and 63 licenses required (if you don't have either your 7 or 63, you will be required to obtain within 90 days of hire)

Analyst, Investment Support Services Resume Examples & Samples

Ensure all assets and associated income held on record internally or at prior custodians are collected or distributed within the guidelines of the SLA (Service Level Agreement) established by the division
Assist front office partners with client servicing by monitoring the asset collect process, account reconciliations, tax cost updates, audits and plans of divisions
Respond to internal and external inquiries regarding the resolution of discrepancies related to any new or closing account
Identify discrepancies related to the asset collection process, tax cost updates or delayed follow-up from internal partners as well as external contacts. Make the necessary corrections if possible and /or route information to the appropriate business unit for execution. Diligently monitor the situation until corrections are completed or until discrepancy is resolved
Order and provide pertinent information to Tax Group and other business units on behalf of the trust and/or beneficiaries in preparation for their tax returns
1-3 years of financial service experience or equivalent studies and knowledge of tradable financial assets are preferred but not required for consideration

Investment Support Representative Resume Examples & Samples

Set up and maintain all Investment Counselors’ computerized schedules of daily appointments
Respond to branches’, customers’, Investment Counselors’ or Regional Sales Managers’ special inquiries
Record retention of client statements
Perform specific duties assigned as requested: i.e. UPS address labels
High school diploma or the equivalent with related training
Two years of customer service experience
Excellent verbal communication and telephone skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to do error-free data entry and answer incoming telephone lines simultaneously
Good geographical background of the BB&T footprint
Familiar with the securities industry

Investment Support Associate Broker Service Center Chicago Resume Examples & Samples

Requires 2 years related financial industry experience
Prefer brokerage, annuity or retirement knowledge
Proven customer service and professional communications skills
Strong customer focus and listening skills
An ability to multitask and willingness to learn
Self discipline
Prefer Bachelor's degree or equivalent work experience

Investment Support Manager Resume Examples & Samples

Responsible for the on-going training, development, and supervision of the Licensed support employee role, including conducting monthly/quarterly one on one meetings to review career development plans
Supports and supervises applicable compliance programs to LISS team members including correspondence reviews, suitability reviews, office visits, etc
Responsible for management reporting; ensures that reports are accurate to be utilized effectively for

AML Investment Support Analyst Resume Examples & Samples

PC skills
Well organised
Self-starter/Highly motivated
KYC/AML experience of Institutional clients an advantage

Investment Support Specialist Resume Examples & Samples

Strong brokerage, annuity or retirement knowledge
Proven customer service skills
Previous call center experience preferred
A competitive spirit
Strong customer focus and listening skills
An ability to multitask and willingness to learn
Leadership skills
An ability to work closely with team members to achieve both individual and group goals
Self discipline
Patience
Fluency in Spanish a plus
2 years financial industry experience, a bachelor's degree, and FINRA Series 7 required (7 & 63 or 66 preferred). If you don't have the Series 7, you will be required to obtain it within 90 days of hire

Investment Support Analyst Resume Examples & Samples

5+ years of experience in Finance and application support required
Prior experience administrating systems required
Project management experience implementing or upgrading software, systems or services
Familiarity with Workday, RevPort, Concur, Axioma, or Anaplan software
Experience with SQL or similar preferred
Advanced Microsoft skills in Excel and Outlook
Good communication and business skills

Investment Support Coordinator Resume Examples & Samples

To set up purchase orders for all new investment commitments for both indies and in house
Manage the in-house payment run on a monthly basis
To manage the payment of invoices with the indies in a timely fashion
To work closely with the BBC, BBC Commercial Agency and BBC Worldwide regions to manage investment assets
To set up assets in SAP where this has not already been done through the SAP – CILS interface
To journal all payments coded to the sundry nominal to the asset that has been set up
To investigate and correct “batch errors” whereby the SAP – CILS interface has not transferred through a payment correctly into the asset ledger To work on ensuring the fields in CILS allocated to assets map correctly to the amortisation attributes in SAP
To assist the programme accountant with month end duties, especially around technically completing assets under construction
Key contact for the Global Content division
Provide support for the UK based Investment Team
Be the main point of contact with Steria
Foster close working relationships with the BBC Commercial Agency and independent production companies
Build relationships with the trading regions and Global businesses eg Consumer Digital
Basic understanding of accounting including budgeting and forecasting cash flow
Prior media experience would be helpful,
Numerate with experience of using spreadsheets to a high level of proficiency
The ability to develop an understanding of all the different areas of the business and to respect confidentiality and discretion
Experience in the investment finance area of any major company
Patient, considerate and empathetic approach to dealing with people
Good head for problem solving
Knowledge of Crystal is desirable

Investment Support Specialist Resume Examples & Samples

Requires 2 years related financial industry experience
Requires either FINRA Series 7 and 63 licenses or to obtain licenses within 90 days of hire
Prefer brokerage, annuity or retirement knowledge
Proven customer service and professional communications skills
Leadership skills and a competitive spirit
Prefer Bachelor's degree or equivalent work experience

Consultant, Investment Support Service Resume Examples & Samples

Experience/knowledge of Dodd Frank Wall Street Reform and Consumer Protection Act, European Market Infrastructure Regulation (EMIR), Australian Securities & Investments Commission, Monetary Authority of Singapore & Canadian OTC regulations
Excellent communication and analytical skills are required and the ability to analyse large quantities of data is important
Very Strong PC skills including Microsoft Excel, Fundmaster, Midas. Macro experience highly desirable
Be confident in both written and verbal communications
Ability to quickly pick up on new concepts and use relevant skills to enhance and improve processes
Be prepared to be flexible in order to accommodate meetings, calls and presentations with Global Compliance Teams in Chicago and Singapore and Asset Managers, Relationship Managers & Account Managers globally
Good understanding of Foreign Exchange especially in the following areas
The consultant will run regular trading and risk management reports including Dodd Frank documentation analysis, ISDA Master Agreement analysis, Special Entity statistics, ECP warnings and escalation details
Oversight and maintenance of various Excel Spreadsheets (including Macros) to minimize risk situations and maintain operational efficiencies
Handle regulatory information coming into the bank whilst consulting clients directly in order for them to understand their obligations under the OTC regulations
Ownership for some operational tasks including monthly EMIR trade reporting reconciliations and checks, monthly trade volume and LEI analysis and portfolio reconciliation analysis
Liaising on a regular basis with Legal & Operations to discuss and investigate various client queries regarding the various OTC regulations
Organisational skills, self-motivated, and effective at prioritising multiple competing demands
Financial acumen and active interest to learn about financial markets, products and trends
Ability to manage the requirements and deadlines of multiple stakeholders
IT skills including Microsoft PowerPoint and Microsoft Excel VBA

Investment Support Analyst Resume Examples & Samples

FINRA Series 7, 24, 63 licenses and other licensees that may be deemed necessary by the business; insurance licensed preferred
Minimum of 3 years Securities and Insurance industry experience
Working understanding of product offering and the financial advisory business
In-depth knowledge of state and federal laws (insurance and securities)
Proficient in Excel, PowerPoint, Word
Ability to overcome sales pressure to approve accounts that are deemed unsuitable for the client or firm
In-depth attention to detail
Working ability to analyze quantitative results and model outcomes
Ability to effectively multitask in a fast paced work environment
Effective organizational, decision-making and problem solving skills

Investment Support / Cash, Assistant VP Resume Examples & Samples

8+ years in the financial industry
Ability to lead and mentor the team during time sensitive and high pressure activities
Strong experience in fixed income instruments
Bachelor's degree required, MBA / CFA Preferred

Investment Support Senior Specialist Resume Examples & Samples

Requires 0-2 years related financial industry experience
Requires either FINRA Series 7 and 66 licenses or to obtain licenses within 90 days of hire
Prefer brokerage, annuity or retirement knowledge
Proven customer service and professional communications skills
Strong customer focus and listening skills
An ability to multitask and willingness to learn
Leadership skills and a competitive spirit
An ability to work closely with team members to achieve both individual and group goals
Self discipline
Patience
Prefer Bachelor's degree or equivalent work experience

Investment Support Resume Examples & Samples

Support of the High Yield desk
Complex Business Reporting
Cash Flow Reporting and Analysis
Time sensitive manual processes and morning centric
Ad-Hoc requests & Issue Resolution
Complex & Business Aligned Processing
Projects and Initiatives
Main point of contact for custodians, traders, portfolio managers and other business line contacts for all portfolio inquiries including (but not limited to) daily cash balance and flow information, holdings, analytics, transactions, allocations, etc
Running of multiple daily reports, closing of funds daily, cash transfers and booking of Vloans, and Municipals reinvestment trades
Troubleshooting for the business – items such as overdraft research, erroneous data such as transactions or prices, transaction inquiries, routing or executing ad-hoc client requests, etc
External Reporting – responsible for monitoring and responding to requests from various counterparties such as institutional clients, custodians, insurance carriers, and consultants
Ad-Hoc project work including system migrations, account transitions or restructures, system enhancements/testing, etc
3-5 years experience within asset management field, including knowledge of Fixed Income instruments and markets (Corporates, Mortgages, Treasury’s, Bonds and Attribution
Experience preferred in asset management accounting and core operations
Good analytical skills required
Strong team skills, with the ability to work productively with others, fast pace environment, attention to detail multi tasking a must have
Excellent customer servicing skills
Strong oral and written communication skills
Strong technical skills - Microsoft Office, Accounting Platforms, knowledge of Bloomberg and Aladdin a plus
Bachelor's degree required

Investment Support Senior Specialist Resume Examples & Samples

Strong brokerage, annuity or retirement knowledge
Proven customer service skills
Previous call center experience preferred
A competitive spirit
Leadership skills
Fluency in Spanish a plus
2 years financial industry experience, a bachelor's degree, and FINRA Series 7 required (7 & 63 or 66 preferred). If you don't have the Series 7, you will be required to obtain it within 90 days of hire

Investment Support Senior Specialist Resume Examples & Samples

At least two years of financial services or brokerage experience strongly preferred
FINRA Series 7 and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs preferred
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday, and one Saturdays. Preferred hours 9:15am - 5:45pm
Bachelor’s degree preferred

Investment Support Executive Resume Examples & Samples

Assisting the Corporate Investment Specialists in liaising with our Discretionary Portfolio Management Team, Relationship Managers, other colleagues and clients
Ensuring that all investment related documentation is satisfactorily completed, reviewed and updated by liaising with multiple stakeholders so that it can be used as a base for regulatory reviews
Assisting in the management of CIS initiatives and ad-hoc administrative tasks e.g. taking minutes at meetings and project management
Become a key member of the Offshore Corporate Investment Specialist Team and our provision of Investment Services
Supporting the client satisfaction survey scores by ensuring that client expectations are managed and met at all times
Having an awareness of the regulatory requirements covering money laundering and criminal activity
Experience in a Corporate environment and have solid financial service experience ideally including an understanding of investment management
Being action orientated, with a focus on continuous improvement of the client experience
Attention to detail will be key to this role with the ability to deliver quality results with a challenging but positive influential style
Ability to deliver at speed and be commercially minded, the suitable applicant will be a relationship builder and have a strong team working ethos
A good record of academic achievement will be required, although there are no specific requirements for the role

Investment Support Resume Examples & Samples

High School Diploma/GED required
Minimum two years of related experience and/or training preferred
Knowledge of brokerage operations
Strong verbal and written communication required
Attention to detail is key
Knowledge of Word, Excel, and Outlook is required

Team Lead for Private Sector Investment Support Resume Examples & Samples

Serving as Amec Foster Wheeler’s lead in developing, promoting, facilitating and implementing private sector involvement and investment in the energy and natural resources / extractives sector
Managing Amec Foster Wheeler’s Kabul-based local national staff and short term consultants focused on private sector involvement in energy and extractives / natural resources projects
Ensuring quality and adherence to schedule for deliverables and milestones
Minimum of 20 years’ experience in USAID-funded projects related to developing, promoting, facilitating and implementing private sector involvement and investment in the energy and natural resources / extractives sector
Experience working and living in developing and / or post-conflict countries. Specific experience in Afghanistan is preferred
Experience in managing a diverse staff of expat and local national experts
Ability to work in a team environment with multiple reporting priorities
Advanced degree in business, management or international development

Analyst, Investment Support Services Resume Examples & Samples

Works effectively both as a team member and independently
Working towards becoming proficient in all areas of the role
Works well in a high volume fasted pasted environment

Investment Support Analyst Resume Examples & Samples

Creates customized investment tools and reports used to measure, analyze and track existing and potential investment opportunities. Engage in development and improvement of customized investment tools used by investment professionals within GCE
Create and maintain standardized portfolio, performance and valuation reports for the team
Help build and maintain financial models, company and industry valuation spreadsheets, and global stock screens
Inputs, compiles, manipulates and displays quantitative data in an efficient and effective manner that supports better decision-making by Portfolio Managers and Research Analysts
Maintains and manages the integrity of complex data sets
3 years business reporting and support experience preferably in financial services
Excellent knowledge of extensive use with Microsoft Excel, including macros
Extensive Powerpoint presentation design skills
Interest in investment management, general business acumen and particularly strong quantitative and statistics skills
Effective Teamworking – Works closely with all team members to efficiently and effectively create and maintain important documents. Will also interact with other Invesco groups to find best practices and help source ideas
Embraces Change and Personal Development – Looks for new ways to do things, seeks training opportunities, and takes the initiative to learn new skills
Delivers Professional Standards - Ability to maintain confidential information and build trust in working relationships
Project/Time Management - Ability to prioritize and meet deadlines
Analytical Knowledge and Skills - Ability to work with large groups of numerical data and complete work with minimal errors
Communicates Effectively - – Delivers information effectively via emails and reports

Senior Consultant, GRS Investment Support Resume Examples & Samples

Manage complex and large key product projects from inception to launch – executing the product (investment) projects and initiatives to meet business plan objectives
Implement the GRS product strategies and plans to achieve the business objectives
Manage new fund initiatives
Manage and maintain existing tools used by the team
Develop new tools to support business initiatives relating to the investment platform
Provide coaching and guidance to team members
Back up to Manager when absent
Product Development/Maintenance

Analyst, Investment Support Services Resume Examples & Samples

Handling and processing of routine fee transactions
Responsible for identifying and resolving problems within established guidelines 4. Expected to use some initiative but refer more complex problems to supervisors/experts
Works effectively as a team member but also independently 6. Knowledgeable of the core aspects of the job
Basic understanding of banking procedures
Understanding of banking procedures is preferred

Director, Product & Investment Support Resume Examples & Samples

Partnering with Product Development and Product Line Leader on overall product line strategy
Collaborating with Sales Training to provide input on and participate in the design and delivery of training programs that educate internal and external sales associates on product and investment features, product positioning, sales strategies, client profiles and market context
Partnering with the Industry and Competitive Intelligence team to analyze competitors’ products and identify areas of differentiation and competitive advantage
Partnering with Marketing creating a compelling story around VUL and our product solutions
Leveraging the knowledge and expertise of Prudential’s economists to develop messaging on economic trends, economic outlooks and financial market performance
Partnering with Strategic Investment Research Group to articulate and effectively explain their capabilities, manager research and due diligence process, and performance results
Partnering with Strategic Relationship Management to source intellectual capital from sub-account partners in the areas of promoting, and supporting our investment offerings
Delivering in-person and webinar presentations for intermediaries, advisors and broker-dealer back-office/home-office personnel
Working with Global Communications to elevate the recognition and perception of our brand, product solutions and investment expertise
7-10 years of financial services experience
FINRA Series 6/7 (or must be obtained within 180 days of hire)
Excellent communication and presentation skills, with a focus on translating complicated information into easily understood training and marketing materials, and sales strategies
Ability to travel approximately 25% -50% of the time
Extensive knowledge of life insurance business and VUL products
MBA, CFP®/CLU/ChFC, CIMA/CFA or other advanced degree
Prior investment experience, or deep understanding of investment fundamentals, such as portfolio construction, asset allocation, and risk/return spectrum

Cwm-investment Support Senior Specialist Resume Examples & Samples

At least two years of financial services or brokerage experience strongly preferred
FINRA Series 7 and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs preferred
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Ability to be flexible between the hours of 8:00 am – 8:00 pm CST, Monday through Friday, and some Saturdays
Bachelor’s degree preferred