Manager Analyst Resume Samples

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A Schneider

Alfonso

Schneider

313 Kertzmann Prairie

Boston

+1 (555) 326 2978

313 Kertzmann Prairie

Boston

Phone

p +1 (555) 326 2978

Experience Experience

Philadelphia, PA

Risk Manager & Analyst

Philadelphia, PA

Hilll Group

Philadelphia, PA

Risk Manager & Analyst

To support clients by providing risk management expertise, working predominantly within a project/programme organisation
To be a Senior, Principal or Lead level analyst that can work autonomously without supervision and manage their own work
Implement continuous improvement of the risk management process
Identification of project risks via workshops
Confident leading workshops and presentations with multiple attendees
Oversee and coordinate the risk management activities of 3rd parties
Have data input responsibility for the Active Risk Manager (ARM) database

Dallas, TX

Client Onboarding Manager, Analyst

Dallas, TX

Barton-Leannon

Dallas, TX

Client Onboarding Manager, Analyst

In-house support for client onboarding assignments (includes implementations and maintenance)
Act as the owner of each customer onboarding as assigned
Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Assist in helping overall Treasury Sales team exceed assigned revenue and sales activity goals
Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value
Proactively recommend cross sell opportunities
Responsible for communicating effectively and professionally with clients and internal partners on regular basis, in a collaborative and proactive manner

present

Boston, MA

Senior Client Manager Analyst

Boston, MA

Upton, Conn and Hammes

present

Boston, MA

Senior Client Manager Analyst

present

Assist Market Executive/Manager and market leadership team to drive adoption and inspection of regional and market strategic sales plays
Perform analysis of client/prospect portfolios to identify revenue growth opportunities and drive efficiencies
Develop market level reporting/inspection tools
Help drive consistent execution of the Client Management Process (CMP)
Support of the Group Head and Credit Products Manager around all aspects of the business
Critical thinking
Screening of credit opportunities on behalf of sponsor acqu

Education Education

Bachelor’s Degree in Analytics

Seton Hall University

Bachelor’s Degree in Analytics

Skills Skills

Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions
Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value
Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Responsible for communicating effectively and professionally with clients and internal partners on regular basis, in a collaborative and proactive manner
Assist in helping overall Treasury Sales team exceed assigned revenue and sales activity goals
Proactively recommend cross sell opportunities
Act as the owner of each customer onboarding as assigned
Follow up with clients to ensure that we delivered on what was promised
Responsible for creation and submission of internal worksheets specific to assigned onboardings
Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution

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GWM Risk Management Business Manager Analyst Resume Examples & Samples

Very Strong PC skillsincluding MS Excel, PowerPoint, Word, Visio
Action oriented with a focus on results, display strong analytical skills, be able to assess and clearly articulate complex ideas and possess creativity
Interact with all levels of management and business partners
Exceptional organizational and time managementskills
Outstanding attention to detail and ability to learn complex processes that affect various functions and business units within Risk Management
Enjoy working in a fast-paced business environment
2-3 years Financial Industry Experience
1 Year of Risk Experience in an Asset Management /Wealth Mgmt Environment - preferred

Portfolio Manager / Analyst Resume Examples & Samples

Identification of fundamental shifts in that industry and investor psychology
Evaluation, identification and implementation of investment ideas; and
Monitoring the portfolio’s risk
Partnering with specialists outside the equity environment, including: risk arbitrage, convertible securities, risk management and quantitative trading, to provide expertise to the firm as a whole
Developing and enhancing relationships with the sell-side, buyside community, company management teams and the internal team

Senior Client Manager Analyst Resume Examples & Samples

Experience should include an undergraduate degree with a solid background in accounting and/or finance
3+ years experience in the following: corporate finance, derivatives, syndications, F/X, and/or private placements
Familiarity with Bloomberg, Factset, and Securities Data Corporation databases is preferred

Senior Client Manager Analyst Resume Examples & Samples

Undergraduate Degree Required: Majors in Business, Finance or Accounting
Credit Trained or one to two years of commercial credit analysis experience in Middle Market or Business Banking
Must possess solid analytical and technical capabilities and a demonstrated ability to broadly apply these skills
Work efforts must be thorough and focused, exhibiting strong oral and written communication skills
Able to work with minimal supervision on assigned tasks, and is able to connect analytical work to the client needs and strategic objectives
Familiarity with Bloomberg, Factset, and Securities Data Corporation databases is also helpful
Knowledge and proficiency of internal/external programs such as Navigator, GUS, CapIQ, Pitchbook, Factset, etc
Ability to work with all members of the team, including the managing of various Credit Products exercises consistent with Global Commercial Bank activities (underwriting, monitoring, CAR prep, etc
Understanding of corporate financial statements
Preparation and oversight of marketing and other presentations materials, to include coordination with Global Commercial Banking, Investment Banking and Financial Sponsor Group partners
Preparation of industry and other relevant company research used primarily by coverage bankers, as well as peer group analysis
Extensive modeling skills to support LBO and other cap structure analysis
Support of the Group Head and Credit Products Manager around all aspects of the business
Participate in client calls/meetings with coverage and credit products bankers
Screening of credit opportunities on behalf of sponsor acqu

IMD, Gsam, Business Unit Manager, Analyst Resume Examples & Samples

Drive weekly business reporting process
Liaise with Distribution and Product teams, IMD Finance and Strategy, the Executive Office, and federation groups on a variety of ongoing and ad-hoc initiatives
Prepare business performance analyses
Coordinate senior visitors schedule across the region
Prepare business presentations for budgeting, strategy and regular management updates
Participate in BCP efforts in the region
Assist management in various oversight functions including staff training completion, marketing materials, sales call logs, opportunities pipeline, etc
Degree holder with 2-4 years experience
Desire to deliver quality work, with extensive focus on management reporting and analysis
Detail-oriented with capacity to translate data into meaningful information for management
Strong analytical, problem solving, and multitasking skills
Strong Excel and PowerPoint skills will be key; experiences with MIS/databases/reporting tools will be a big plus (e.g., Essbase, BusinessObjects)
Understanding of GSAM or the broader asset management business is a plus
Qualification in Accountancy and/or accounting skills would be preferred

Portfolio Manager / Analyst Resume Examples & Samples

Preparation of investment proposals
Client portfolio management
Communication with clients and sales consultants
Demonstrated understanding of current economic and investment landscape
Strong quantitative and analytical skills
Deadline and detail oriented with the ability to manage multiple projects simultaneously from start to finish
Strong verbal and written communication skills which are essential to effective client relationships
Positive attitude toward client relations to provide exceptional client service
Three or more years of related work experience in a financial services firm with an investment research role

Business Manager / Analyst Resume Examples & Samples

Assist in Budget / Forecast cycles - aid in communication and monitoring of deliverables for PAGs, build and monitor tools to enable Business Managers to track estimates versus budget, understand and follow-up on variances to plan with each PAG
Tracking and maintenance of Change the Bank Program and Run the Bank Targets - ownership of tool to house official targets, coordination of business case collection for funding requests, compilation of data and pipeline to present to senior management
Creation and standardization of WMT financials for PAGs and COO - requires collaboration with business managers, internal COO team and IT Finance
Maintenance of Multi Year Plan for executive reporting, assist in roll out and governance of MYP in PPM toolset with business managers
Governance of ASLM practice with business managers - ensure requests are completed, understand financial impact of decisions, help build standard reports and drive correct behavior across business manager community
Serve as SME for Financial Tools and advisor to WMT BMs - gain deep understanding of financial toolsets and relationships between them - staffing planner, wallets / TFRs, TCO, SW capitalization versus depreciation
Support senior management requests such as executive presentations (e.g. QBR, Multi Year), ad-hoc financial analysis

Senior Client Manager Analyst Resume Examples & Samples

Prepare analytical research on clients/prospects
Coordinate with internal business partners
College degree (Bachelors) preferred
Expert communication skills required
Demonstrated experience leading teams without direct supervisory responsibilities
Demonstrated ability to meet deadlines on a consistent basis
Demonstrated teamwork and collaboration skills
Comfortable facing clients

Global Escalation Manager Analyst Resume Examples & Samples

Ownership of escalation and strong capability to be a trusted customer advocate while also balancing the needs and realities of the business
Ability to utilize business networks and key contacts globally, to facilitate solutions to cross functional IT issues
Strong oral and written communications to at the end user through executive (Director or higher)
Proven track record to keep commitments and follow through on issue resolution regardless of barriers within IT, the business or vendors/external EY
Demonstrated ability to use data to make decisions, track data and use it to determine root causes. Ability to present this data to others through e-mail, PowerPoint presentation and Visio/PowerPoint process flows
Uses critical thinking skills to make recommendations or act on decisions and plan actions
Ability to lead cross functional teams to eliminate root cause issues or drive improvements
Solves problems impacting their focus area in a systematic and clear manner that can be understood by colleagues through executives
Strong ability to proactively develop, foster, and maintain strong relationships at all levels (end user through executives) and be identified by them as key trusted advisors to address/get their IT problems addressed
Understands risk management and the implications it has for our service – country / legal regulations, firm wide policies, reputational risk, etc
Knowledge of key stakeholders and business within the proposed regional scope for the role, and their key service drivers
Basic understanding of ITIL, Six Sigma, deep knowledge of the vendor contract in relation to metrics and transformational projects
Possesses knowledge, skills and abilities required to resolve the complex and simple issues/escalations around all aspects of the Service Desk
Ability to support multiple escalations, root cause projects, and stakeholder while ensuring responsiveness to the day to day escalations that come in
Understands organizational vision, the strategic direction, and the impact technology will have on these priorities
Understands risk management for own area of operations, specifically any countries policies that impact our service provision
4+ years of relevant Vendor Mgt/Relationship Management/Service Desk/Procurement, 4+ years preferred,
Alternatively 6+ years in a customer service environment (with supervisory skills desired)

Assistant Manager, Analyst Resume Examples & Samples

Responsible for the coding & testing risk policy & strategy changes coded into risk systems
Work on Internal Infrastructure projects across multiple platforms
Drive process improvements in existing processes/ strategies to increase productivity, and reduce cost
Bachelor's degree in technical field
Strong business finance acumen
Experience leading and supporting projects from beginning to end
Familiarity with statistical principles of portfolio management
Graduate degree in Computer Science or Information Technology

Allscripts Sunrise Access Manager Analyst Resume Examples & Samples

Implementation Consultant: Hands-on implementation, integration and/or upgrade experience of Allscripts Sunrise Access Manager (ADT / Pt. Reg.) applications
Excellent interpersonal (verbal and written) and organizational skills
Strong customer service focus to build and maintain high levels of customer satisfaction
Ability to work independently or on a project team
Ability to work effectively with non-technical and technical staff and vendors
Experience with MS office software, and Microsoft operating environments

Risk Manager & Analyst Resume Examples & Samples

Drive compliance with risk process and all policies
Establish and lead the risk management plan, as required in activities related to the following
Mitigation Planning and Control
Review and Reporting
Identification of project risks via workshops
Have data input responsibility for the Active Risk Manager (ARM) database
Implement continuous improvement of the risk management process
Interface with engineers, project managers, schedulers and estimators as appropriate
Execute Quantitative Risk Assessment (QRA), cost and schedule QRAs
Run risk workshops to identify, capture and assess risks and devise appropriate risk mitigation plans
Collect and maintain up-to-date risk management information
Prepare and present periodic risk management reports
Support procurement and tender evaluation activities
Oversee and coordinate the risk management activities of 3rd parties
Review, challenge and validate risk information produced by 3rd parties
Degree in a relevant field (e.g. Engineering, Construction Management)
Professional certification in Risk Management or Project Management / seeking certification / equivalent training and experience
Experience in undertaking quantitative cost and schedule risk analysis, using @RISK and Pertmaster or equivalent software packages in large projects, programmes and/or portfolios of projects
Highly knowledgeable of risk management tools and procedures
Excellent understanding of project controls and planning processes in large projects, programmes and/or portfolios of projects
Good people skills and ability to communicate / interface effectively with a variety of client team members – project managers, engineers etc
Confident leading workshops and presentations with multiple attendees
Experienced user of computer software products, including Microsoft Excel, Word, Power Point and Access
Experience in using industry standard software packages and applications, eg:Active Risk Manager (ARM), Primavera Risk Analyser (PRA), @Risk
Ability to plan, manage and prioritise work to meet deadlines and quality expectations

Workforce Manager, Analyst Resume Examples & Samples

Must have a Bachelor’s degree with 2+ years experience
Knowledge of workforce scheduling software and applications
Strong communication, reading comprehension, and writing skills
Proven track record if taking ownership and driving results
Strong business and strategic thinking, and analytical aptitude
Self-driven and ability to work in a highly ambiguous environment
Expert skills in Microsoft Excel and Word
Ability to handle multiple priorities and meet deadlines in stressful situations
Obsessed with Uber and moving people in all senses of the word
Understanding of contact center staffing concepts and application preferred
MBA or graduate degree preferred

Portfolio Manager / Analyst Resume Examples & Samples

Mid- to senior level buy-side or sell-side investment analyst with minimum 5 years experience, preferably in a “quantimental” investment role
Strong academic background in a field focusing on data analysis, statistics, and/or quantitative methods in finance
Solid, intuitive understanding of investment factors as fundamental return drivers of equities
Relevant programming experience for high-level financial data analysis, preferably in Python, R, or a similar package
Ideally, experience in applying big data analysis methods in financial market and equity fundamental data
Experience with industry standard data vendors Bloomberg, Factset, Haver Analytics, etc
Excellent financial, analytical, modeling (Excel) and communication skills
Portfolio management experience preferred, but not required
Exposure to a multi-asset investment environment preferred
CFA, CAIA, and/or FRM designation(s) preferred

Configuration Manager Analyst Resume Examples & Samples

Work with service owners and operations teams who own data in the CMDB to insure that appropriate data is captured and recorded within the CMDB
Collaborate with IT Asset Management analysts to ensure that appropriate details are being mirrored between CMDB and Asset DB
Collaborate with ITSM teams to ensure that SACM processes integrate and complement each other in supporting other ITSM processes and capture appropriate Configuration Management data
Work with data owning teams to provide feedback and improvement guidance on performance of Configuration Management processes. This includes developing reports and dashboards to provide visibility to CMDB data health
Work with SACM team and Service Owners to identify and document new classes and attributes as necessary
Regularly review and maintain the Configuration Management Plan (CMP)

Consumption Business Manager / Analyst Resume Examples & Samples

Strong financial modeling skills with ability to develop commercial value proposition that supports transactional opportunities
Highly competent and detail-oriented student of Cisco advanced technologies, including UCS computing, Security, Storage, Switching and Routing, and wireless products
Actively monitor product-line competitive enhancements and remain abreast of market trends. Able to prioritize initiatives based on total addressable market and Cisco strategic considerations
Able to define technical requirements for metering new product technologies
Coordinate with IT, Sales, Finance, product development teams, business units to prioritize and deliver metering solutions
Develop original analysis of customer consumption patterns and track actual versus expected case consumption behavior
Apply knowledge of market forces, business use cases, financial concepts and Cisco products to develop recommendations for new business opportunities
Document product roadmap and drive the delivery to meet targets
Write Business Requirement Documents, and coordinate Functional Design Solution specifications with IT and 3rd Party development teams

Client Manager Analyst Resume Examples & Samples

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Create, control and improve end - to - end business processes
Diagnose process improvement opportunities and develop solutions using principles of process excellence and related tools
Reviewing and understanding the current provider and payer relationship(s) and A / R history
Diving into data - reviewing / analyzing all of the sources of the outstanding balances
Maintaining positive client relationships
Developing a unique strategy with each provider and payer and establishing realistic metrics to meet the goals
Aggressively engage providers and payers to increase inventory throughput
1+ years in UHG or other healthcare company recovery operations
2+ years of experience in managing clients, including managing AR and inventory for multiple provider or payer clients
Intermediate or greater level of proficiency with MS Office products (Excel, PowerPoint, SharePoint, Visio, etc)
Knowledge of Payer and Provider revenue cycle
Previous Provider facing or Payer facing customer service

Asset Manager Analyst Resume Examples & Samples

Active TS/SCI Polygraph clearance is required
Minimum education: (2) years of college with courses in business administration, industrial management, or appropriate discipline, and six (6) years progressive experience, or any equivalent combination of relevant education and experience
Preferred education: BA or BS degree in the appropriate discipline from an accredited college or university preferred
1-3 Years’ of asset management experience
Proficient in Microsoft Access and Excel or ability to learn
Excellent written and verbal communication, customer service, and organizational skills

Asset Manager Analyst Resume Examples & Samples

Customer Interface: Excellent communication, customer service, and organizational skills
Work Environment: Must be able to manage multiple tasks interchangeably, be self-motivated and results oriented, including the ability to prioritize several conflicting demands to achieve optimum service performance while maintaining a sense of urgency; Demonstrated ability to work in a team environment
Equipment: Moves equipment around to perform duties; requires the ability to lift up to 25 lbs
Ability to obtain TS/SCI Polygraph clearance

Operational Risk Manager / Analyst Resume Examples & Samples

Ensure that compliance with the Governance & Operational Risk Management Framework across GRE is identified and reported in line with the Aviva Investors (AI) Risk Management Framework
Providing day to day advice, support and challenge to the GRE business on Governance, Operational Risk, Compliance and Financial Crime related matters
Providing accurate and relevant risk reporting to the GRE Management and Committees
Ensure that the following activities are coordinated across GRE
Degree or appropriate level of industry and technical experience
Excellent knowledge of Risk Frameworks and Aviva Risk Framework (desirable)
Good knowledge of risk management techniques and developments
Experience of risk analysis, recording and evaluation ( essential)
Working knowledge of regulatory and legal requirements
Able to give advice and guidance within specialisation to staff at all levels
Excellent organisational skills with the ability to prioritise plan and adapt to best use resources
Proven ability to build and manage strong relationships with internal and external contacts at all levels
Strong interpersonal and communication skills with a prove ability to influence decision making at senior level
Good knowledge of Real Estate direct and indirect investment (highly desirable)
Commercial and financial awareness, including knowledge of current trends to identify emerging and changing risks

Organizational Change Manager / Analyst Resume Examples & Samples

Strong Change Management facilitation/implementation experience (3-6 years)
Experience with Adobe Captivate & VideoScribe
Microsoft Office (Excel, PowerPoint, Word)
Adobe captivate, VideoScribe and other training development tools

Configuration Manager / Analyst Resume Examples & Samples

Work closely with Amazon Operations, Amazon Transportation and Project Managers to understand business requirements. Identify and scope technical aspects required to enable the execution of the upcoming business requirements and initiatives in a timely manner
Plan and co-ordinate the Technical development with software teams by aligning dependencies and deliver at stipulated deadlines
Take complete ownership of the capacity planning (Linehaul, deliveries, HR) and technical frontline for Amazon in ES Spain
Support the planning and deployment of new AMZ services in Spain
Demonstrate expertise in working to tight deadlines and ensure that all parties are providing key information on time to enable timely execution
Lead periodical audits of configuration features and ensure systems required to deliver the intended operational effect are in place
Develop an in depth understand of configuration aspects and become an expert who can lead and take complete ownership of configuration elements for Amazon
Significant experience working with technical systems to translate business requirements to technical deliverables
Experience troubleshooting complex integration failures, working with external technical partners, and testing interconnected systems
Experience within the Transport, Distribution or Logistics industry
Spanish and English proficiency

Manager Analyst Resume Examples & Samples

Turn data analysis into actionable insights through recommendations and storytelling, and provide input to CtC and Markets as basis for improved decision making for consumer benefit
Identify gaps in current capabilities in meeting Market insight needs and recommend actions to develop best-in-class solutions
Guide interaction with the Markets and all Market-facing CtC functions to identify key opportunities in merchandising decisions
Support use-case based analysis to drive a culture of “constant review” and data at the core of decision making
Collaborate with internal and external analysis departments/partners to understand and implement their capabilities to establish effective results on business objectives
Knowledge of and strong relationships with adidas Market colleagues, or of in-market relationships in similar global business
Passion for adidas and its products and values
Knowledge of Retail Management Systems
Additional language an advantage
Expertise in BRIC markets or Korean market and market language an advantage
Bachelor degree in analytics, social sciences with a research component or related field; Master degree preferred
3-5 years of relevant quantitative and qualitative research and analytics experience
Experience with data visualization like Tableau, Gephi or infographic design software an advantage

Manager Analyst Resume Examples & Samples

Turn data analysis into actionable insights through recommendations and storytelling, and provide input to CtC and BUs as basis for improved decision making for consumer benefit
Identify gaps in current capabilities in meeting Business Unit CtC insight needs and recommend actions to develop best-in-class solutions
Guide interaction with the Business Units and all BU-facing CtC functions to identify key opportunities in merchandising decisions
Knowledge of and strong relationships with adidas BU colleagues, or within a similar global business

IT System Center Configuration Manager Analyst Resume Examples & Samples

Experience with designing, deploying, managing, and configuring Microsoft SCCM and SCOM 2012
AA or AS degree and 8+ years of experience with IT systems administration and engineering, including responsibilities related to maintaining high systems availability and secure systems posture, such as patching and maintenance or BA or BS degree and 6+ years of experience with IT systems administration and engineering
Experience with developing deployment, configuration, and reporting solutions using Microsoft Powershell
Knowledge of ITIL change management and problem management best practices
Possession of excellent team collaboration skills
MCITP, MCSA, PMP, ITILv3, RCSA, or RCSE Certification

Client Onboarding Manager, Analyst Resume Examples & Samples

In-house support for client onboarding assignments (includes implementations and maintenance)
Act as the owner of each customer onboarding as assigned
Establish the plan to complete the onboarding assignments, notify all involved parties of their assigned tasks and manage plan to successful completion of onboarding
Assist in helping overall Treasury Sales team exceed assigned revenue and sales activity goals
Develop and leverage industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value
Proactively recommend cross sell opportunities
Participate in client meetings, as needed by Sales, to provide insight to the onboarding process and develop the client relationship with in-house staff
Responsible for communicating effectively and professionally with clients and internal partners on regular basis, in a collaborative and proactive manner
Follow up with clients to ensure that we delivered on what was promised
Responsible for creation and submission of internal worksheets specific to assigned onboardings
Develop a network of contacts in Transaction Banking, Product and CCSU to assist in process management and problem resolution
Provide support to less experienced staff
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate
Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions
Must demonstrate leadership, customer facing, and project management skills
Must be a team player who fosters a collaborative working relationships across the organization
An effective communicator (written and verbal)
Must have understanding of cash/treasury management solutions
A good understanding of widely used ERP and accounting systems is a plus
Good technical experience and skills
4 year college degree is a plus, or relevant experience
Six Sigma methodology, PMP, CTP, FP&A or SWIFT certifications a plus Knowledge of NACHA/ACH, EDI, SWIFT, ISO XML a plus
Minimum three-year applicable work experience in treasury management and/or sales required
Familiarity with MUFG Union Bank organization is a plus
Effective time management and prioritizing skills are a plus
Able to deliver an extraordinary client experience
A passion to drive for results

IT Systems Center Configuration Manager Analyst Resume Examples & Samples

AA or AS degree and 8+ years of experience with IT systems administration and engineering, including maintaining high systems availability and secure systems posture, such as patching and maintenance or BA or BS degree and 6+ years of experience with IT systems administration and engineering
Experience with deploying, configuring, and managing enterprise configuration and application management solutions using Microsoft SCCM
Experience with the management and operational use of systems monitoring tools, including SolarWinds, Splunk, or Microsoft SCOM
Experience with developing deployment, configuration, and reporting solutions using Microsoft PowerShell
Experience with developing and enhancing operational procedures and new innovative solutions to address current and emerging IT challenges
Ability to work independently and as a team member to solve difficult technical challenges on a global scale
BA or BS degree in CS, Computer Engineering, or Network Engineering
MCTS: Administering and Deploying System Center 2012 Configuration Manager Certification

Client Onboarding Manager, Analyst Resume Examples & Samples

Promote CMS services for JCBD by providing marketing supports to RMs including securing agreements and implementing services and technical and operational support to the CMS customers
Hold and execute authority to review and approve wire transactions and wire-transfer investigations
Provide user training in conjunction with implementation of MUFG Innovation, Lockbox, Direct Deposit of Payroll, Controlled Disbursement, Positive Pay, Nationwide Lockbox and ACH services
Perform setups for other CMS products including, but not limited to, Cash Pooling, Automatic Sweep, Reverse Sweep, Zero Balance Accounting, GCMS, etc
Provide customer service and technical support for the CMS products
Present and review all necessary agreements and forms for a timely and accurate execution
Perform as a "Key Problem Resolution" center for issues between JCBD, KCBO, FX Group, TBOA in NJ
Work to resolve issues such as correcting and updating CMS billings, special charges for important customers, and conducting intensive investigation in regard to wire transfer
Maintain and review a customer contact log to ensure that customer inquiries and troubleshooting are resolved in a timely manner
Check project status and make necessary recommendation to relevant departments as needed
3 - 5 years’ experience in servicing Cash Management and other deposit services
Knowledgeable of overall payment systems and the related operations; and good understanding of desktop applications are required
Working knowledge of CMS products: Lockbox, Account Reconcilement, and Balance Reporting

Portfolio Manager Analyst Resume Examples & Samples

Supporting the Head of Modelled Discretionary Portfolio Management with creation of the "best thinking" models in collaboration with the Manager Selection, Asset Allocation and Portfolio Construction teams
Working with the Modelled Discretionary Portfolio Management team in the management of client portfolios in transition to fully modelled best thinking
Working within established tolerances and personal authorisations based on business procedures and escalate breaches of policies/procedure appropriately
Maintaining, enhance and run portfolio model spreadsheets used by Charles River to implement investment decisions
Sourcing, analysis and maintenance of data and the development and production of metrics tracking key business trends and objectives such as the transition of clients to models or the deviation of modelled clients from targets
Working with your team and key investment process contributing partners to build model portfolios and, with guidance from more senior colleagues, undertake specific analysis and simulations around, for example, variance, asset class correlations, volatility, potential drawdown, to understand the likely impact of inclusion/removal of instruments on portfolio performance
A strong analytical approach, including high degree of numerical and quantitative competency combined with accuracy
Being a graduate with required qualifications to demonstrate intellectual capability for the role. You will be expected to work towards CISI/CFA qualifications
Excellent analytical skills and the capability to interpret available data, converting this into intuitive and useable management information
Experience in handling very large data sets and combining different sources of information
An understanding of all nine investment asset classes and in-depth knowledge in certain asset classes, as well as having some high level knowledge of using complex instruments in portfolios (e.g. derivatives), and growing to understand how to apply them
Online Assessments (60mins): We'll then ask you to complete three online assessments. You’ll also receive an email with a link to the assessments so that you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail

Business Manager Analyst Resume Examples & Samples

Work closely with the Global Client Group Coverage Americas COO team, specifically the Jacksonville site business management team
Analyze the business operating model and continuously enhance that model, while maintaining stability through market fluctuations and regulatory change
Oversee both the sales control framework and the operational infrastructure supporting the Coverage business
Build strong partnerships with the members of the Institutional and Retail sales teams and internal colleagues across all departments of the firm including corporate communications, product specialists, compliance, and operations
Work on ad-hoc projects to support sales and management teams as requested
Other responsibilities may be assigned
Work with and assist institutional advisory services, retail mutual funds, alternatives, hedge funds and other investment products in parts of client onboarding process and establishing and updating client investment guidelines
Monitor that open breaches are closed/resolved in a timely manner and that client accounts reimbursed for loses when applicable
Interface with internal and external contacts for resolution of process discrepancies in a timely manner
Build a strong relationship with the business, understanding their needs and operations
Must be detail-oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box’ thinking
Proactive and ability to work independently
Strong financial/reporting and analytical skills
Experience with databases and database query tools
Experience with Salesforce is a plus
Experience with Excel, Word, Power Point and Access
Self-motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
Execute tactically on a day-to-day basis
Client interfacing experience a plus

Treasury Manager / Analyst Resume Examples & Samples

Understand and manage all aspects of daily cash management including
Summarizing daily cash via retrieval and reporting of cash balances from bank sites and subsidiaries
Administer bank portals for user access and approval levels
Initiate/verify wire and ACH transfers for various expenditures
Initiate spot currency purchases for foreign wire payments
Prepare vouchers for GL input
Prepare monthly cash spreadsheet for GL input
Maintain up-to-date authorized signers for bank accounts, both domestic and international
Maintain approval levels for wire and ACH transactions
Analyze daily cash balances for cash availability and make appropriate cash transfers as necessary
Set-up new/close/update information for all operating and investment accounts
Assist in preparation of Quarterly debt covenants
Collaborate
Communicate effectively
Initiate positive change
Deliver high quality work
Provide technical expertise

Category Manager Analyst Resume Examples & Samples

Lead creation and implementation of sourcing and demand management strategies for assigned categories of spend, manage the development of RFx materials, detailed analysis of proposals and vendor capabilities, negotiations and supplier selection. Plan, schedule and monitor category sourcing initiatives, ensuring proper resource allocation an on-time delivery of projects; exercise tight project management. Leverage key metrics to identify problem areas and adopt current and emerging business models with an entrepreneurial mindset and creative approach to drive best practice
Strategically partner with business unit leaders and contribute to client strategy by providing procurement expertise and strategic partnering for purchasing opportunities. Counsel internal business unit leaders regarding purchasing processes, technology capabilities and policies to assist in the procurement lifecycle
Build and manage relationships with priority business executives, serves as a key member of the business unit leadership team to support implementation of business strategies through advanced procurement initiatives and team alignment, facilitate the entire sourcing process and closely collaborate with clients to select and award business to suppliers. Demonstrate a strategic business mindset, organizational savvy, present an executive-level presence, and balance multiple stakeholder interests simultaneously
Develop category expertise and leverage knowledge to proactively identify potential procurement opportunities through data analysis, category and industry knowledge, current and emerging business models and discussions with business units
Bachelor's Degree in Business Administration/Management, Finance, Accounting, Economics, Mathematics, Marketing, or Industrial Engineering
0% - 25%

Junior Asset Manager / Analyst Resume Examples & Samples

1-3+ years of commercial real estate experience
Excellent modeling skills with Excel
Presentation-creation skills with PowerPoint
Clear business writing skills
Experience with underwriting, due diligence and valuation of commercial real estate
Experience in investment banking, CRE finance, asset management and/or special servicing

ETF & Index Investments Portfolio Manager Analyst Resume Examples & Samples

Manage/support aspects of developed and emerging market equity portfolios including daily liquidity management; index changes, and corporate actions; ensure all portfolios are positioned according to investment parameters and guidelines while meeting performance expectations
Learn to apply quantitative techniques and models, coupled with specific market knowledge, to portfolio construction and risk budgeting. Use various investment vehicles and techniques to meet desired investment objectives
Research index events, evaluate trading opportunities and provide recommendations to portfolio managers across the APAC region. Perform pre-trade analysis, develop trading strategies and analyze results post trade
Attribute fund performance and find ways to minimize tracking error relative to benchmark; ensure superior investment outcomes are achieved through management of risk and cost
Provide analytical and qualitative support in new product development and client needs. Assist in the on-boarding process for new funds and portfolio restructurings
As required, communicate investment strategy and performance results as well as provide technical support on index products to client facing groups
Build relationships across portfolio management, trading, operations and technology teams within the APAC region and globally and work alongside colleagues on initiatives to align global best practices within the EII Index Investments world
Bachelor's degree in finance, economics, similar related field or relevant experience
Local licensing requirements are expected to be fulfilled upon a grace period
Experience in an investment role within asset management or investment banking desirable but not essential
Working knowledge of index methodologies and portfolio construction desirable
Exposure to index based products and strategies, and good understanding of the operational processes for index portfolio management an advantage
Excellent verbal and written communication, teamwork, and relationship-building skills
Ability to think independently and challenge the status quo
Strong analytical, organizational and project management skills and high attention to detail
Highly computer literate and numerate

Performance Manager Analyst Resume Examples & Samples

Define new business KPIs, units objectives and create supportive infrastructure for measuring them
Track wisely business performance, alert and analyze abnormal trends
Provide actionable recommendations and conclusion out from in-depth analysis
Manage multiple tasks at a time in fast-paced
Build and maintain reporting dashboards
Conclude deep dive monthly business reviews

Asset Management Business Manager Analyst Resume Examples & Samples

Monitoring and maintaining the data integrity in Panda
Preparing presentations and Business Flow diagrams
Partnering with the Front Office, Core Operations, and Technology teams to resolve issues
Owning and driving process improvements for the Solutions business
Documentation of the policies, procedures and terms of reference supporting the MAS business and controls
Partner with the MAS Teams globally to effect suitable best practice for the Group where applicable and appropriate
Establishment and running of the governance and oversight process for MAS in its use of different investment functions
Represent MAS at regulatory initiatives and governance/control forums across JPMAM
Partner with the Risk and Independent Control Functions
Structural review of governance and operating models supporting the MAS business to allow for future development and expansion
Financial Services experience (including ops experience e.g. Guidelines, PAG, Trade Support, Oversight)
Excellent communication skills; ability to articulate complex issues
Dynamic leadership; must be able to lead discussions and influence people
Organizational skills; track & troubleshoot complex issues and drive solutions
Understanding of financial instruments – Equities, Bonds, & Derivatives (listed & OTC)
Strong technical & analytical skills, expert level MS Excel skills
Familiarity with financial data vendors (Bloomberg / Thompson)

Workforce Manager Analyst Resume Examples & Samples

Understand ADC and workforce management reporting
Innovatively serve its customers and simultaneously reduce stress levels of the call center agents
Initiate appropriate tactics to ensure service levels are maintained
Adjust routing schemes and realign resources to optimize coverage and service based on skill set and priority across multiple sites
Coordinate with service providers daily to ensure staffing performance is meeting or exceeding acceptable standards
Provide feedback, analysis, and reporting of relevant trends such as call performance stats, call arrival patterns, staff productivity, attrition rates and resource allocation
Strong multitasking, problem-solving, and analytical ability
Ability to grasp new concepts and ideas quickly
Experience in workforce management (WFM), working in a call/contact center environment
Experience managing service levels, forecasting calls and handling daily challenges like forecasting, scheduling, and calculating staff requirements
Experience monitoring intraday performance of call volume and staffing levels across multiple locations to ensure ongoing service performance is maintained
Experience identifying and responding to periods which require remediation tactics (e.g. adjusting schedules, canceling offline activates, posting extra hours)

Business Manager, Analyst Resume Examples & Samples

Fosters continuous improvement by developing and providing benchmarking analysis
Leads projects and business improvement in the areas of business cases and cost/benefit analysis
Manages team that oversees retail sales analytics to ensure tasks are assigned, understood and completed in a timely manner
Ensure field service and merchandising charges are allocated properly to each business unit
Maintain monthly and quarterly P&L reporting, allocations, and KPI’s
Manages process improvement initiatives within Retail Sales and cross functionally
Collaborate with the various business units within the Company that partner with Retail Sales to gather data that drives business decisions
Applies expertise in data mining, quantitative analysis and data visualization to tell a compelling story behind the numbers
Uses a wide variety of database applications and analytical tools
Supports end users, problem solving, and troubleshooting
Thinks and works independently with minimal guidance
Excellent analytical abilities, outstanding business acumen and an understanding of the intersection between processes, people and systems
An ability to evaluate complex issues and project management skills to develop and implement actionable plans
A high attention to detail and proven ability to manage multiple, competing priorities simultaneously
Superior verbal and written communications skills; particularly, the ability to deliver analysis in a clear and actionable format
Ability to think quantitatively and qualitatively about operating processes and outcomes
Comfortable taking loosely defined business questions and translating them into clearly defined technical/data/report specifications

Asset Management F&BM Product CFO Team Business Manager Analyst Resume Examples & Samples

Oversight and preparation of key MIS deliverables to the business (monthly financial reporting EMR), including analysis of financial results to understand key business drivers and ensure quality & integrity of reporting
Profitability Analysis – validation and oversight of expense allocations and revenue forecasting within the activity based costing model
Managing data Integrity of business pipeline, B@R and flows in partnership with client CFO teams
Managing data integrity of account performance data as reported in the % of AUM outperforming benchmark reports
Expense management and forecasting, understanding key expense drivers, and assisting with enforcement of AM expense policy
Preparing financial reporting or data sets for various stakeholders within Solutions business and support functions (Desk heads, CPMs, Marketing, RFP team, etc)
Additional ad hoc assignments to support finance and business agenda
Delivers results in a timely and accurate manner
Ability to innovate and multitask
Ability to present information in a clear and concise manner to colleagues and senior business leaders
Demonstrated ability to work independently, with willingness to take ownership, accountability and initiative
Ability to collaborate effectively in a team setting across geographies and mediums
Strong attention to detail and ability to work with large and varied data sets
Analytical mindset, with ability to apply skepticism and judgment as appropriate
Strong organization, coordination and communication skills
Proficiency with Excel, Powerpoint, and Essbase (preferred)
Undergraduate degree is required
Minimum of 2-3 years professional experience