Manager Associate Resume Samples

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T Wintheiser

Talia

Wintheiser

494 Rosamond Union

Dallas

+1 (555) 941 3337

494 Rosamond Union

Dallas

Phone

p +1 (555) 941 3337

Experience Experience

Phoenix, AZ

Portfolio Manager Associate

Phoenix, AZ

Kreiger Inc

Phoenix, AZ

Portfolio Manager Associate

Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM
Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds
Handle trade order entry for portfolio transactions, and administration of custody account trades and performance
Reg. 9 meeting preparation, review exceptions and recommend strategy to resolve exceptions
Respond to client requests when PMs are out of office
Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team
Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus

New York, NY

CIB Transaction Processing Manager Associate

New York, NY

Hessel and Sons

New York, NY

CIB Transaction Processing Manager Associate

Work as part of the global team performing follow the sun hand offs to ensure a smooth global coverage for global clients
Provide detailed business metrics to management on a daily basis
Manage end-to-end trade settlement process in investment management
Monitoring & Adhere to daily work flow queues and ensure work is completed daily
Partner with technology strategy team to help identify internal and external facing technology improvement opportunities to reduce/ eliminate risk
Build and maintain strong working relationships with all EDG teams and be an expert on
Smooth operation for securities trade settlement by confirming trades with external brokers and custodian banks and resolving trade discrepancies and fails management

present

New York, NY

Cib Transaction Processing Manager Associate Mumbai

New York, NY

Volkman LLC

present

New York, NY

Cib Transaction Processing Manager Associate Mumbai

present

Assess and highlight key blockers to plan, issues, risks, workarounds and assist in planning mitigation
Performance Management for direct reports
Perform all work in accordance to department procedures and are within quality standards
Produce status report and management reports
Work in partnership with Local OCM team for QA Tests, MIS, Audit etc
Team management and ensuring the morale of the team is high
Review and improve on productivity benchmarks on ongoing basis

Education Education

Undergraduate Degree in Finance

The Ohio State University

Undergraduate Degree in Finance

Skills Skills

Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM
Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states
Experience and understanding of qualifications and the UK education market and environment (e.g. Sixth Forms, Further Education colleges, private training providers, employers, professional bodies)
A team player with excellent communication skills, computer proficiency and high level of professionalism
Ability to problem solve and spot issues proactively. Ability to work independently, but also a team player
Ability to work with a large number of accounts with attention to detail
Proficiency in MS Office applications, with advanced knowledge of Excel and
Knowledge of the First Rate, Portview, Reg 9 and PACE technology systems
Ability to multi-task in a fast paced environment

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CIB F&bm-m&a Business Manager Associate Resume Examples & Samples

Help the business in managing strategy, control, people and financial performance
Proactively and on request provide strategic analysis to determine business progression and issues
Regularly conducting Business reviews, Expenses management and resources analysis
M&A pipeline management and revenue booking
Daily Target / Completed deals follow-ups
League Table credit and challenges
Monthly M&A fee recognition working with Financial Control and Advisory Billing
Monthly M&A forecasting
Weekly / Monthly M&A summary reports
Verification of all new deal set-ups
Testing of all Aqueduct / Dealworks and other related technology enhancements
UK M&A Business Management (including participation in weekly meetings, pipeline management, ad hoc requests by the Head of UK M&A)
Fee exceptions analysis
Understanding of Investment Banking and Corporate Finance products
Time management and problem solving; flexible, multi-tasking and ability to prioritize requests

Digital Analytics Manager & Associate Resume Examples & Samples

3-6 years of experience in marketing, web analytics, or data management field with an understanding of how to leverage and develop strategies and recommendations
Strong working knowledge of web and advertising analytics tools including: Omniture, Coremetrics, Webtrends, Google Analytics, DART/DoubleClick, MediaMind/EyeBlaster and ClearSaleing as well as SQL
Strong understanding of technical / analytical tools including database concepts, research methods, web analytics, multivariate and A/B testing, tagging and tool implementation, etc
Expert / hands-on experience developing custom analytics for direct marketing, interactive marketing, CRM, etc
Experience with attribution modeling preferred

CIB Treasury Services Risk CIB Transaction Approval Risk Manager Associate Resume Examples & Samples

Manage prudently and efficiently intraday credit exposures in a fast paced environment for a portfolio of clients and treasury services products that span various currencies and settlement requirements
Apply sound operational and credit risk management principles including judgment, research and investigation to support and manage intraday credit exposures/ decision approvals within the required approval authority
Refer payments over allowed credit approval authority to the appropriate Credit Officer; provide the Credit Officer with relevant information to enable appropriate and timely Credit approval
Work with Operations and Client Services to manage priority payments, fail payments, mark payments hold for cover and ensure all payments are decisioned by the relevant cut-off time
Coordinate with Operations to action all payments by end of day to enable branch closure. [EMEA, Asia, Canada and Mexico]
Monitor, acknowledge and approve overnight overdraft exposures
Inform Client Service about aged overdrafts (and priority of aged ODs) requiring their attention
Understand and support operational control and regulatory reporting requirements (including Reg O, Reg W and client money accounts)
Work with peers and managers to ensure proper appropriate training and preparation to support resiliency plan requirements
Actively co-ordinate/ liaise with key stakeholders including Sales, Product Development, Credit Risk, Relationship Managers and Operations to set up appropriate credit limits/ arrangements to support clients’ payment activity and to approve new clients and structure credit control solutions
Engage Credit Middle Office to address data linking issues that are uncovered through daily approval function
Engage in other Data Quality Review and Remediation efforts with various groups
Actively participate in client and country crisis management risk mitigation actions including Rapid Exposure Drills (RED) with Credit and Relationship Managers
Participate in projects that relate to TAG core functions as requested by management (e.g. Assist with the development of system requirements for the Global Funds Control (GFC), TAS-O, and any other systems that function with credit controls)
Experience of high and low value money transfer process
Credit risk management experience of Treasury Services products
Credit training through a formal Bank programme or professional qualification e.g. CFA
Banking experience, ideally in an international bank
Ability to think clearly and concisely in a pressurised environment and to be accurate, reliable and confident in approving credit exposures within delegated lending authority
A good understanding of the global financial system and the process by which securities and cash settle in markets
Experience in credit issues for Financial Institutions, Non-Bank Financial Institutions and Corporates

CIB Product Control Manager Associate Resume Examples & Samples

5+ years of Core Cash experience in financial services
Bachelor's Degree/Masters Degree in financial services or business related field
Risk management and control discipline with the ability to anticipate control gaps and determine appropriate remediation plans
Demonstrated analytical and problem solving skills
Demonstrated communication skills with ability to effectively manage difficult conversations and personal fortitude to deliver consenting view without ruining relationships
Demonstrated ability to provide written and verbal updates appropriate for senior management and various governance forums
Experience communicating with Regulators
Ability to partner collaboratively with business partners/functional support areas
Experience managing projects and driving to closure
Strong organizational skills with ability to multi-task while delivering on time

BRS, Portfolio Manager, Associate Resume Examples & Samples

Degree or higher level qualification preferably in a quantitative subject (physics, maths, statistics, economics, finance)
Relevant experience in an asset management or investment banking environment, preferably within a front office area
Some knowledge of fixed income portfolio management and/or derivatives
Some knowledge of synthetic equity and/or FX overlays
Broad interest in financial markets and investments
Good knowledge of Excel and basic financial modelling techniques
Must be able to demonstrate pro-active problem solving involving teams across the business
Team player coupled with a strong sense of ownership and accountability
Confidence and ability to develop strong relationships and work across diverse business units
Awareness and attention to detail are vital
Proficiency in European languages such as German, Dutch, Italian or Spanish encouraged

Regional Assignment Manager / Associate Resume Examples & Samples

Minimum of 5 years experience in the expatriate function (tax or compensation)
Strong communication skills – both verbal and written
Minimum of Bachelors degree
Highly motivated and excellent communicator with ability to speak clearly and confidently at all levels
Strong project management skills, organizational skills, attention to detail
Strong MS database skills; specifically Excel and MS Access preferred
Broad knowledge of HR policies and processes and their effects on expatriate management
An understanding international compensation, payroll and tax
Experience with expatriate benefits a plus
Experience working with remote teams or cross functional teams in a partnership a plus
Function as subject matter expert for the HR community and business managers for international policies and processes including optimal policy recommendations, cost review and exception approval
Conduct expatriate briefings on policy, program and process including an overview of expatriate compensation, expatriate payroll, benefits, relocation, tax, vendor services and other components
Manage monthly assignment activities (activation/deactivation/change) in partnership with GARS Expatriate Operations as well as coordination for certain activities such as termination processing
Ensure accurate and timely coordination between GARS Expatriate Operations, Expat Payroll and HRSD/Peoplesoft Administrators
Facilitate approvals of expatriate compensation and relocation payments and exceptions in accordance with the function’s Approval Matrix
Assist with projects such as LATAM Country Review and global projects as requested
Interface with HR operational groups and outside vendors to facilitate excellent working relationships and processes
Strong day-to-day engagement with service providers for the region, including relocation and immigration service providers. JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Administrative Manager, Associate Branch Resume Examples & Samples

May perform delegated supervision functions and approvals for the branch /
Working in Partnership
FINRA Registrations: Series 7, 66, 8 or 9 and 10
Life and Health Insurance licenses, required if supervising this business

Portfolio Manager Associate Resume Examples & Samples

Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM
Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints
Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions
Respond to client requests when PMs are out of office
Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team
3+ years of investment experience in a client facing role. 1+ year of asset allocation experience.Qualifications
Strong organizational skills and initiative with systematic follow-up
Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable and committed to pursuing CPA, CFP, CFA and or MBA
Knowledge of the First Rate, Portview, Reg 9 and PACE technology systems

Securities Business Manager, Associate Resume Examples & Samples

Liaise and reconcile with other LOB business partners for the purpose of settling cash in satisfaction of intercompany receivables
Track performance and contract terms relative to financial advisor special bonus payouts; monitor accruals and coordinate payout of special bonuses with Human Resources
Prepare month end journal entries related to accruals/amortizations and the settlement of intercompany receivables
Process commission adjustments to financial advisor production/compensation
Analyze financial data to arrive at estimated full month activity balances for P&L reporting
Perform daily reconciliation of sub-ledger system reports to SAP general ledger
Complete month end reconciliations of specific balance sheet accounts to certify accuracy of balance
Prepare and provide ad hoc reporting
6-8 years of relevant work experience in the financial reporting and data analysis aspects of this position
Bachelor's degree; concentration in Finance or Accounting preferred
Experience with analysis of large data sets and generating reports required
Experience with identifying and implementing process improvements
Strong problem solving skills having the aptitude to analyze and develop solutions
Effective time management skills including the ability to multi-task in a changing environment
Able to execute tasks within imposed deadlines
Able to work independently and be self-motivated but work with a team mentality
Must be able to work in and create Excel spreadsheets
Knowledge of SAP preferred

CIB F&BM GIB Greater China Business Manager Associate Resume Examples & Samples

Fluent in English and Mandarin Chinese (Cantonese beneficial)
Degree qualified (Finance / Economics preferred)
5+ years professional experience
Excellent communication (ability to clearly articulation issues)
Ownership of tasks
Proactive, motivated and a strong work ethic
Investigative mindset; ability to see issues at both a high-level and in detail
The ability to build trusted relationships
Play a role in the overall development of the F&BM community

Cib Treasury Services Liquidity Solutions Risk Manager Associate Resume Examples & Samples

Intellectually curious, self-disciplined and pro-active work approach
Ability to quickly develop a good understanding of the bank’s control and credit systems
Strong analytical, negotiation and influencing skills
Ability to react quickly and work accurately and methodically (with attention to detail) in a pressurised environment
Good lateral thinking and communication skills – both written and verbal; Confidence in dealing with different levels of management and other stakeholders
Proven partnership skills
Good excel skills and ability to manipulate large quantity of data is a plus

Service & Control Manager Associate Resume Examples & Samples

Provide effective first line team management incorporating coaching, development and performance management to drive individuals and the team to consistently deliver outstanding levels of performance
Co-ordination of actions to address all incidents, allocating tasks and managing completion
Identify the root cause of operating events, incidents and complaints and make recommendations to address the issues raised
Implement a formal trend analysis structure identifying areas for development, managing the implementation of robust and sustainable preventative actions
Play an active part in risk management for the UK DC Team, offering solutions or mitigating actions to reduce operational risks
Working in conjunction with the UK DC teams to build an effective partnership leading to enhanced service
Support the review of processes whilst ensuring that any recommended changes comply with legislation, regulatory guidance and BlackRock policies and also ensuring that appropriate controls are in place
Support the review of existing and new controls ensuring that they protect members, clients and BlackRock from unnecessary risk
Maintenance and improvement of a quality control programme across UK DC Team
Support corporate or local projects as required ensuring that deliverables are completed within agreed deadlines
Oversight of audit activities ensuring that all activities are completed in a timely, effective and accurate manner

Client Manager Associate Resume Examples & Samples

Participates in select business development and due diligence calls with senior Client Manager and Market Executive
Prepares pitch books and other materials for client presentations
Communicates and interacts with Deal Team members across diverse product and solution sets
Preparation and oversight of marketing and other presentations materials, to include coordination with Global Commercial Bank & Investment Bank 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 acquisitions, recaps and other activities
Must have an ability to quickly consolidate relevant information into a 2-3 page memo to be reviewed by Credit Products, Risk and LevFin to make credit/structuring recommendations.Qualifications
5+ years Commercial Banking experience
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
Posting Date: 10/22/2014

Asset Management Private Bank Supervisory Manager Associate Resume Examples & Samples

SMs review/approves new accounts (Suitability Assessment) and account updates
Suitability pre-review of transactions: Approve new accounts and provide guidance on OTC derivative transactions
Review client suitability and complete suitability checklist as appropriate
Comfortable making decisions independently and dealing with conflict in high stress situations
Able to provide supervisory coverage across regional teams as needed

Asset Management Gio Market Supervisory Manager Associate Resume Examples & Samples

Review all incoming and outgoing correspondence
Review all incoming and outgoing faxes
Review designated emails
Analyze and review accounts for suitability concerns on a monthly basis
Process cancel/corrects
Assist in error review and resolution
Update account information as needed
Approve suitability of accounts to participate in Private Equity, Hedge Funds and Structured Products
Assist in the preparation for all regulatory and internal audits
Review and approve the opening of new accounts
Analyze and approve accounts to transact in new issues
Assist in the review and response of client complaints
Review and work with Compliance of Marketing Materials
Answer surveillance related inquiries from compliance
Approve employee personal trading requests
Review and approve gift requests
Review and approve outside business requests
Review and update team email lists for the surveillance as needed
Review and assist with registration updates and employee pre-hires
Strong interpersonal communication and listening skills are required. Candidate must be comfortable speaking in front of groups and on a "one-on-one" basis
Strong understanding of regulatory requirements and best practices for Brokerage and Private Bank environment
Strong organization and follow up skills. Ability to work well on an integrated team
Ability to effectively communicate with all levels of personnel within the Private Bank
Series7, Series 63, Series 8 (9&10), 24 preferred
If hired, you will be required to pass Series 4 within four months of start date. Will consider candidate without the S24 but candidate will be required to pass the S24 within three months of start date

Resiliency & Business Continuity Manager Associate Resume Examples & Samples

To ensure compliance of Corporate Groups within Finance, HR, Compliance & Legal to JPMC resiliency policies and standards
To represent Corporate Technology on the EMEA Regional Resiliency Committee
To ensure compliance of EMEA branches to JPMC resiliency policies and standards
To ensure all BC issues are recorded on appropriate corporate systems and tracked to resolution
Leads and defines schedule for Business Continuity Management Internal Groups to develop and agree scope for testing, business groups participating, recovery locations and applications recovering. Produces a Test Overview detailing Scope and Plan, milestones and deliverables
Ensure Technology Recovery Action Plans are developed and maintained in accordance with Policy and Strategy
Assist the Corporate Business groups with development of BIAs and BCPs and maintains a detailed understanding of Corporate requirements to ensure that plans are developed and maintained to the highest standards
Interacts with the Resiliency Strategy/Governance team to ensure compliance and understanding of business scope, status, and issues for all Business Continuity Plans, Processes and Tests
Works with Business Aligned Continuity Manager to deliver Application Testing and Reporting including classification of applications, level of transaction/connectivity testing by application level of flow testing and identify realistic application RTOs and RTCs
Ensures that Business Managers are aware of overall Resiliency and DR requirements, test status, deadlines and issues and can address with the businesses they support
Understand and report on the status and capability of the business recovery, highlighting exposures, gaps, audit exceptions, and gap remediation progress
Provides control reporting for LOBs including scorecards and metrics, identifying remediation plans to bring about resolution
Own, support, develop/deliver the resiliency testing programme for corporate groups

Cib Risk Client Credit Manager Associate Sydney Resume Examples & Samples

Lead and proactively manage exposures on a portfolio of sovereign, FI and government clients, including Banks, Insurance companies and other financial institutions
Monitoring and recommendation of internal credit ratings
Preparation of forward looking qualitative and quantitative credit analysis to provide risk assessment for both new transactions and our existing clients and their industries
Supporting the due diligence, structuring and documentation for transactions
Interacting closely with transaction stakeholders including bankers, credit and legal
Preparing and reviewing credit and regulatory reporting requirements
An undergraduate degree or post graduate qualifications in accounting, business or a related discipline
A minimum of five years credit experience covering financial institutions in corporate or investment banking
Detailed knowledge of and ability to negotiate relevant documentation (e.g. ISDA)
Strong product knowledge covering derivatives, securities and associated exposure sizing
Highly developed financial modelling, accounting and risk analysis skills

Cib Transaction Processing Manager Associate Mumbai Resume Examples & Samples

Accuracy in processing in line with SOPs with no errors
Perform all work in accordance to department procedures and are within quality standards
Team management and ensuring the morale of the team is high

CIB F&bmemea Trade & Loan Products Business Manager Associate Resume Examples & Samples

Proven experience in trade business
Bachelors degree in business management, finance or accounting
Research and information gathering abilities
Good organization skills and ability to work within time constraints

Case Manager Associate Resume Examples & Samples

Bachelor's Degree with 3-5 years of professional experience, or Master's Degree with 1-3 years of experience
Strong relationship building skills with external customers
Working knowledge of insurance benefits

Transaction Processing Manager Associate Resume Examples & Samples

Manage team providing leadership and oversight for the delivery of certain AIS services to clients
Serve as main contact for a portfolio of clients. Answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries quickly and accurately
Partner within the various departments and across the AIS Ops to ensure the end-to-end process is completed appropriately
Ensure accurate transaction processing, review and reporting in accordance with the established work practices and procedures in AIS Ops
Build relationships as a subject matter & system user expert to provide thoughtful dialogue with other business groups across JPMorgan
Perform call-backs as necessary to clients and investors in order to update bank wire instructions and authorized signors lists
Perform EOD process to ensure all deliverables were met timely and accurately and that exceptions are appropriately noted
Attend and drive internal and external client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items
Active involvement in projects within your team and the AIS Ops department including, but not limited to, client on-boardings, system testing, etc
Identify and action priority items within appropriate timeframes; Escalate issues as necessary; relentlessly resolve aged items
Follow JPMorgan's established processes and procedures during daily work. Look to modify/iterate processes and procedures constantly to improve accuracy, reduce redundancy and mitigate risk
Team player; Positive attitude
Dedicated to superior client service
Very strong communication skills both oral and written; Excellent interpersonal skills
Professional and proactive approach to work
Strong organizational skills with a heightened concern for quality & accuracy
Proven ability to manage staff and project in addition to daily work

Product Development Manager Associate Resume Examples & Samples

Build unique, long lasting, quality products at the best possible value that can be represented online, in stores and in the catalog
Build solutions that represent the Room & Board aesthetic and commitment to sustainability
Stays current on industry, home, color, fashion and technology trends
Partner with Merchandise Manager to build assortment strategy by reviewing each categories strengths and weaknesses to define focus and support growth
Supports and communicates development concepts to partners through sketching and/or 3D design
Manage project time-lines to support launch dates
Research new manufacturing partners when needed
Partner in building selling strategies with Merchandise Manager to support the best customer experience
Facilitate selling tool needs and/or product instructions
Partner with merchant to create communication tools through PowerPoint, story boards, floor planning tools
Product development experience in home accessories, hardline goods, lighting, and/or home organization
Project management experience - must be able to provide feedback, challenge and develop others, embrace and lead change and make clear and defined decisions
Understand the impact of actions on customers, company success, internal partners and vendors
Must have a passion for both the analytic and creative parts of this role
Expert in observing – can bring concepts to reality
Ability to communicate ideas both written and verbally
Sketching and/or scaled drawing skills
Must have a passion for details
Experience with graphic design and/or 3D modeling software preferred but not required
Experience in lighting design/technology is preferred but not required

Private Bank-incident Manager, Associate Resume Examples & Samples

Facilitate and Manage P1 and critical P2 incident bridges in driving to resolution of production issues participants include Application Service Delivery, Infrastructure Support, Application Development Team and Executive Technology Management members
Management and reporting for P1 incidents, establishing the impacts from incidents and documenting
Provide written communication of incident details to technology staff during the incident, during mitigation and at resolution
Impact Assessment for incidents managed by other Lines of Business, and engagement
Document all P1 and critical P2 Incident information in corporate tool Service Manager
Ensure written documentation is understandable and measurable in Service Manager
Liaison with Rapid Response resources in the management of P1 issues
Representation at enterprise forums for Incident Management
Assist with any and all reporting needs as is assigned
Attend team project and application support meetings as directed by management
Assist in the completion of any projects, tasks or functions that are assigned by management
Weekends required on a rotational basis
Attend business and technical training classes, and on-the-job training sessions as directed by management

Sector Manager Associate Resume Examples & Samples

Contribute to the gathering of information which demonstrates an understanding of the competitive environment in defined subject areas, i.e. the strengths and weaknesses of competitor products and why they have won/lost in the market
Have a detailed understanding of policy and teaching issues for defined subjects, including how the curriculum may be changing and the challenges that teachers/lecturers/assessors face in their work
Highly motivated with personal drive and energy
Highly organised with an eye for detail
Have excellent IT skills and use of business packages, including word, excel, google spread sheets
Able to prioritise and manage own workload both independently and with colleagues
Able to communicate fluently both orally and in written forms
Able to provide a customer focused service
Able to demonstrate a commercial approach to our work
Able to maximise performance in self and others
Able to develop clear working relationships, both across the division, and cross-company
Required to deputise for the Business Manager on occasions
And any other such duties which may be reasonably required by the needs of the job

Cib F&BM Capital Markets Business Manager Associate Resume Examples & Samples

Working closely with Business managers in Asia and North America, and Business managers in Country, Industry and Product
Working closely with all control and support functions, and the business, in the day to day management of the business and in representing the business on various ad hoc projects
Pipeline management and revenue booking
Target / Completed deals follow-ups
Monthly fee recognition working with Financial Control and Advisory Billing
Financial planning, tracking, controlling and forecasting
Monthly forecasting
Reviewing balance sheet models (LRC) and advising on models
Facilitating loan sale requests
Working with global balance sheet team on implementing capital rule changes into the models as they are released
Excellent numeracy skills. Strong spreadsheet skills preferred
Understanding of Investment Banking and Corporate Finance products (particularly bonds and loans)
Disciplined approach to managing processes and controls

Junior Business Manager, Associate Resume Examples & Samples

Qualified degree in Accounting, Finance, Economics or related Business major
Understanding of Investment Banking , fixed income and equities products
Good judgment, maturity and poise to enable interaction/influencing of senior management
Self starter able to prioritize key tasks effectively
Strong relationship skills. Ability to form partnerships with a number of different functions
Disciplined to maintain own work-life balance

CIB F&BM IS & TS Risk Business Manager Associate Resume Examples & Samples

Partner with APAC Risk Executive to establish the business strategy and priorities
Coordinate strategic initiatives aimed at improving infrastructure, efficiency, risk & controls, reporting, people and process
Develop regional, cross-business partnerships to support joint initiatives and to increase visibility, transparency and information sharing
Partner with Risk teams to manage and respond to Regulatory/Audit requests
Support Legal Entity Risk Management initiatives
Act as a trusted advisor and counterweight to the Risk Executives
Support management team agendas and meetings, business reviews and follow ups
Business Management and/or Investor Service/Treasury Services experience preferred

Cib-f&bm-business Manager Associate Resume Examples & Samples

Other responsibilities
Technology strategy and implementation, including
Hardware
Cost reporting including
Market Data
Tech Hardware cost reporting
Real Estate
Ongoing Offshore strategy
Integration of new BCM coverage areas and incorporate processes into the Hub
Analysis of workload to understand areas available for off shoring, as well as any new processes or work that could be available to the Hub
Liaison between HR & Business Management to work on Headcount strategy
Provide Business solutions to Business Continuity & Consecutive Leave
Provide Manager approvals for Hub requests
Passport administration – provide Chinese wall control and recertification for Insider areas

CIB & F&BM SPG Business Manager Associate Resume Examples & Samples

Run Risk and P&L explain for the Trading desk
Explain P&L residuals
Client Value and Portfolio Management analysis
Balance Sheet Monitoring, Analysis and Usage Review
Continually challenge the Commodity Target Operating Model
Coordinate with IB Ops, IB Tech and Finance to progress delivery of Target State Architecture
Month end management ( P&L forecasts, Interaction with Fair Value group)
Quarterly Corporate external reporting / footnote presentation
New Business proposals (NBIA)
Pro-activity in identifying control gaps, defining resolution and taking to closure
Knowledge of derivative option products and/or commodities an advantage
Motivated, positive "can do" attitude
A flexible proactive approach, ability to adapt to business change
Finance background. Preferably qualified accountant, but not essential
Previous Commodities and/or Product Control experience beneficial but not essential

EFD Asset Manager Associate Resume Examples & Samples

Works with the EFD Assets Management Department, vendors, and manufacturers on remarketing of end of term and repossessed equipment to maximize net recoveries
Assist in the remarketing of off-lease and equipment including, among other things, evaluation of the equipment coming off lease and setting a price based on current market conditions and the condition of the equipment
Assist the Assets Management Department in the process of establishing residual values for potential lease transactions and collateral values for potential lease and loan transactions across a broad spectrum of assets and industries
Continuously evaluate the portfolio in order to identify to the Assets Management Department potential early sale opportunities (or impairments), disposition, or termination of leases to maximize asset and residual values and enhance the overall portfolio yield
Track and review all maturing leases and negotiate equipment sales including purchase options, renewals, and early terminations. Assist in the design of policies and procedures for tracking expiring leases including the development of reports to EFD management to include a lease expiry forecast as well as remarketing activity reports detailing gains on sales, extended rents and fee income
Establish programs and reporting for tracking equipment (including repossessed equipment) from the time of entering inventory to disposal. Work with EFD's Assets Manager to develop a reporting mechanism relative to the status of repossessed equipment and review of recovered amounts
Develop an equipment sales database to assist in the establishment of residual positions and purchase option values
Bachelor’s Degree in Business or Finance
2 years of equipment leasing experience preferred
Strong analytical and Excel experience
Preferred working knowledge with a wide range of leasing products and markets covering a broad spectrum of assets and industries with a principal focus on transportation, construction, material handling, machine tools, diversified manufacturing and agricultural equipment
Knowledge of credit, accounting, and tax issues related to leasing and asset management preferred
Knowledge of equipment to be financed or leased and appropriate product and lease structure for each type of equipment and industry
Strong communication and reporting skills

Fixed Income Portfolio Manager Associate Resume Examples & Samples

Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds
Handle trade order entry for portfolio transactions, and administration of custody account trades and performance
Reg. 9 meeting preparation, review exceptions and recommend strategy to resolve exceptions
Prepare meeting materials; generate research materials - proprietary, economic commentary and Bloomberg etc. as needed for client and prospect meetings
2+ years hands on investment experience in a client facing role is required
Assist the fixed income team in all aspects of fixed income portfolio management including: Assist portfolio managers in implementing trades and security allocations across numerous accounts
Field internal and external fixed income requests
Assists research analysts in creating, editing and distributing research reports
Update fixed income marketing data and reports on Market Place
Direct client on-boarding procedures
Generate daily portfolio reports from external and internal systems
Assist in the creation of new business presentations
Shepard reports through compliance procedures
Create custom reports for both internal and external uses
General knowledge of the various fixed income sectors and securities
Experience with Factset, BLOOMBERG, and Bondedge helpful
Knowledge of Excel, Word, and Power Point required
Flexibility to work in an entrepreneurial environment within a larger institution

CIB F&bm-treasury Services Product Business Manager Associate Resume Examples & Samples

Support the Senior Business Manager in driving strategic business initiatives and financial goals of TS
Provide proactive and tactical support to Senior Business Manager and the wider TS Management Team
Support cross-LOB and CIB-wide initiatives, ranging from location strategy, risk & control to business agenda
Project manage existing and new business initiatives and drive to completion in a timely manner
Produce strategic and financial presentations for management meetings and business reviews
Work closely with the APAC and Country TS Business Management team to ensure that the Product, Sales and Client Service priorities are aligned
Relevant work experience in a Product, Sales, Business Management, Finance or Operations role
Good knowledge of the Liquidity Business, specifically in product offering, revenue drivers, industry players and, US and APAC regulations
Comfortable facing off to senior management and Business Heads
Strong analytical, planning and problem solving skills
Very high proficiency in Excel and PowerPoint
Proactive, diligent and strong work ethic
Must be able to build trusted relationships and work well as a team

Engagement Manager, Associate Resume Examples & Samples

The ideal candidate will be a seasoned engagement manager who has demonstrated the ability to lead complex projects with multiple stakeholders. A strong preference for prior experience in client sectors and engagement types overlapping with the FMA mission is highly desirable
3-5 years of professional experience in the consulting or advisory industry with a track record of outstanding business achievements in complex financial and other services
Demonstrated ability to lead and direct a diverse, cross-functional team in a consultative fashion
Strong verbal and written communication skills, including the ability to synthesize complex ideas into clear messages and the acumen to lead discussions with client project team and selectively client senior management
Excellent problem solving abilities, intellectual curiosity and experience understanding complex issues
Team player with collaborative and strong interpersonal skills; mentors and coaches resources along the way; leads by example
A client-focused spirit and willingness to take on additional responsibility
Action-oriented attitude and willingness to roll up sleeves
Superior organizational skills, self-starter and ability to perform under pressure and tight deadlines in a fast-paced, high-intensity environment
Ability to promote sustainable and scalable workflow structures by leveraging systematic and thoughtful processes
B.A. /B.S. in a relevant field. M.B.A. / Graduate degree/ C.F.A. are desirable
Strong quantitative skills, including working knowledge of PowerPoint and Excel

CIB Transaction Processing Manager Associate Resume Examples & Samples

Payments related to Margin, fees and Commissions at Entity & Currency level
Adherence to controls and compliance requirements
Client Onboarding to various trade flow systems for FX and CDS Prime Brokerage
Limits set up and maintenance on various ECN trading platforms like Reuters, EBS etc
Reporting and Analysis, Query handling and projects
Establishing and maintaining excellent relationships with the Business partners as well as the people in the Client support groups
He/she performs daily/monthly activities for Brokerage clients/Brokers by generating invoices and sending to Brokers/clients for payment collection
He/she performs daily/monthly activities for Brokerage by reconciliation of invoices and processing payments to Brokers
A strong sense of ownership and responsibility
Motivated: Displays drive, energy and enthusiasm. Results driven individual with a proven track record
Drive results through people, communication, influence and interactions
Excellent Client focus and Customer care working practices
Strong time management skills required to meet exchange and front office deadlines

CIB Transaction Processing Manager Associate Resume Examples & Samples

Build and maintain strong working relationships with all EDG teams and be an expert on
Sound knowledge in Equity products
Basic project management skills
Can operate effectively in a dynamic environment with tight deadlines, and can prioritize one’s own work to achieve them
Drive productivity and process improvement

Operational Risk Manager, Associate Resume Examples & Samples

Promote awareness of operational risk and risk management best practices
Project based involvement on risk management initiatives*LI-SC1
Candidate should have a minimum 8-10 years of relevant working experience, with the most recent work experience in the Wealth Management business
Self Starter. There is little routine work defined in this role, and the role requires constant learning. Requires versatility to adopt as the global operational risk framework evolves
Execution skills. Ability to manage process of embedding the ORD framework in the business areas or functions or region
Analytical thinking. Experience in risk management functions, or in performing risk assessments
Teamwork. Relationship building and leveraging expert partners across the Firm, especially within Firm Risk Management
Communication. Strong communication skills in English necessary, oral and written

Cib-transaction Processing Manager Associate Mumbai Resume Examples & Samples

Ensuring BAU Execution to be best in class. Publishing of periodic metrics and tracking reasons for deviation from agreed levels. Ensure follow up for all ageing items
End to End process responsibility and to be in control of End of day reports, cut-offs and critical intra day reports
Escalate any error/exceptions on identification
Responding to routine queries/complaints and ensuring completeness
Review and improve on productivity benchmarks on ongoing basis
Performance Management for direct reports
Graduate/CA/ MBA (Finance)/CFA
Knowledge of Capital Markets essential with at least 6 year's experience
Experience on Securities Operations would be an added advantage
Proactive, positive approach

Pwm-business Manager, Associate Resume Examples & Samples

Oversee responsibilities outlined in the Compliance Manual, including transaction review and approval
Special trade approvals (e.g. block trade, cross trade, complex structures)
Point-of-escalation for issues handling and supervisory inquiries from sales representatives
Provide coaching and guidance on policies and procedures in order to promote a strong culture of risk awareness
Customer complaints handling and resolution (via liaison with the Legal and Compliance Division if necessary) to ensure appropriate supervisory oversight is maintained at all times
Errors handling and resolution
Troubleshoot complicated issues relating to trade execution, booking, settlement & funding
Responsible for the service/operations functions with focus on consistency, quality, and compliance with Firm policies and procedures, e.g. reviewing and approving journals, payments and other client instructions
Participate in regional projects as necessary (e.g. support new product approvals, rollout of new application, enhancements)
To drive and facilitate projects/ initiatives impacting Front Office team, ensuring an efficient business framework
Maintain / update the procedures manual and communicate updates on new or improved workflows/ procedures to the Sales team
Work with first line, second line and third line of defense to identify key risk areas and adopt action plans to continue seek improvement of our risk control process in the front office
Represent front office in engaging in internal and external audits, Compliance testing assignments and also Risk and Control Self Assessments, to drive strong risk culture in the front office
Knowledge of industry regulations and best practices
Ability to identify and resolve issues and escalate as necessary
Ability to multi-task and operate in a dynamic environment
Exceptional organizational and conflict resolution skills
Effective written and verbal communication skills in English, Mandarin and Cantonese
Minimum 6 years' solid experience within Financial Services Industry, relevant experience gained from PWM is highly preferred
Prior experience or exposure to business projects is a definite advantage

Tprm Business Systems Manager, Associate Resume Examples & Samples

Applying strong risk knowledge to solve problems independently, without relying on daily supervision
Monitor for and notify management of potential breach of data integrity
Applying strong intellectual curiosity and cutting-edge analytical capabilities to challenging system interface problems, often working with sub-optimal or spotty data
Strong technical and/or IT background and practical knowledge of a wide variety of technologies
Oversee documentation of systems and workflow
Manage daily, weekly, monthly validations of the feeds into TPRMS
Respond and research discrepancies
Propose solutions and gain stakeholder consensus
Work with TPRM system support helpdesk and others to meet emergency and routine needs
Support building and definition of query and reporting needs
Act as SME with IT partners to ensure stable and secure system availability
Integration and segregation of data
Test new solutions for data integrity and process to ascertain that it meets requirements
Participate in program enhancement efforts as necessary to deliver and maintain with changes in the TPRM framework
Direct restructure of legacy information for migration from existing systems into TPRMS
Oversee and manage a rigorous schedule of third party contingent staffs engaged to support system development, including performance tracking
Minimum of 5-7 years related industry or similar role
A Bachelor’s Degree or equivalent work experience is required
Strong understanding of reporting, analytical processes
Strong analytical mindset, able to manage risks both at the micro and macro levels
An innate ability to identify issues and work them to closure, including remediation and escalation where appropriate
Strong communication skills discretion and diplomacy when dealing with sensitive issues
Organizational skills and ability to prioritize
Desire and talent for building and maintaining relationships
A commitment to protect the bank from all risk exposure
Successful background reviewing complex data and drawing appropriate conclusions
Experience working across a diverse set of stakeholders with positive results
Advanced experience with MS Office, Archer, Selectica, Ariba, Sharepoint, and FileNet systems, preferred
Experience with Information technology infrastructure, information technology system development
Up to date on leading technology practices, systems and software, particularly in the Financial Services industry

CIB Transaction Processing Manager Associate Resume Examples & Samples

Respond to and resolve client facing team inquiries in a timely manner
Comply with the firm's policies, SOPs and check points
Navigates systems quickly and accurately
Working with various internal teams such as client facing, settlements, to process transactions and resolve any exceptions in a timely manner for settlement
Work with executing brokers to resolve trade mismatches to ensure timely settlement
Establish and maintain relationships with client facing team and operations
Work as part of the global team performing follow the sun hand offs to ensure a smooth global coverage for global clients
Partner with client facing teams to help change client behavior where required to remove manual processes
Partner with technology strategy team to help identify internal and external facing technology improvement opportunities to reduce/ eliminate risk
Ensure all day to day queries dealt with within required SLAs and escalate issues to the management
Monitoring & Adhere to daily work flow queues and ensure work is completed daily
Provide operations subject matter expertise and value added services for clients where required
Strong time management skills required to meet the internal and external deadlines/cutoffs
Graduates with good academic record
Knowledge on asset classes for e.g., equities and fixed income securities
Excellent verbal and written communication skills and adept at communicating with all levels of the business and technical parts of the organization Must be able to work under pressure
Able to grasp/learn concepts and procedures quickly and work independently
Problem solving & time management skills
Operational expertise preferred eg – Trade life cycle, settlements, trade types. Interpreting swift messages
Added advantage of Global Custody/Prime Brokerage
Excellent grasp and understanding of trade lifecycle
Knowledge of Global International markets for settlement practices and DTCC
Operate effectively in a dynamic environment with tight deadlines, and can prioritize one’s own work to achieve them

Manager Associate Engagement Resume Examples & Samples

Develop and support a company-wide Employee Engagement strategy. Create action plans and track progress in support of engagement and experience focus areas
Provide subject matter expertise to manage highly complex programs and projects, including the associate engagement surveys, vendors, and implements industry standard best practices
Develop change management strategies and initiatives spanning across program offerings and facilitate/manage execution
Identify success criteria, design program strategies and plans, and establish long term and short term goals and metrics to measure performance
Measure, evaluate, report, and present on the effectiveness of engagement programs to ensure they are delivering results aligned with the success criteria. Refine strategies and develop new opportunities to improve the employee experience
Strengthen collaboration, business partnership connections, and alignment with departments and their internal Engagement partner
Serve as an advisor to senior management, HR teams, Engagement partners, and employees on Engagement strategy. The ability to partner with others building relationships and create win-win solutions is critical to driving successful Engagement initiatives execution
Collaborate and partner with Marketing and Communications team to develop and manage content, MedNet, celebrate successes, and create internal communication strategies that will convey the underlying message that Inovalon is the place to work. Develop customized programs/campaigns/events for various associate segments, as needed; and
Recommend and implement targeted associate communication programs and initiatives such as meetings, social collaboration tool, town halls, etc. to enhance the associate experience and drive business results
Bachelor's degree in Organization Development, Human Resources, Business Management or a related field and or equivalent experience; Master's Degree in Business or Organizational Development, preferred
3+ years of experience in an HR function and/or program role designing and or delivering Employee Engagement, Human Resources, Organization Effectiveness, or Change Management programs, tools and initiatives, required; Healthcare or Technology a plus
Ability to engage senior management in strategic engagement discussions and demonstrated ability to develop and deliver executive level presentations
Solid project management and process development experience; ability to balance multiple perspectives and to convey pertinent messages
Excellent communication skills; ability to effectively manage interpersonal relationships and deal with perceptive confidential topics
Demonstrated success leveraging internal business networks to help drive results
Strong organizational skills, including multi-tasking capabilities, priority setting, and meeting deadlines; ability to move nimbly from one priority to another depending on changing priorities and circumstances
Self-motivated, proactive, collaborative with an attention to detail and accountability for results; and
Strong computer and Microsoft Office skills (e.g. PowerPoint, Word, Excel, etc.); knowledge of HRIS or SharePoint a plus

Realty Management Division Hospitality Asset Manager Associate Resume Examples & Samples

Interact with 3rd Party Management companies to create annual budgets and monthly forecasts
Conduct analysis regarding various value add projects including brand/flag changes, hotel expansion, meeting space additions, and F&B re-concepting
Benchmark revenue and cost trends against similar brand/size hotels within the existing portfolio
Lead disposition efforts of real estate assets including contract negotiation, transaction management and closing
Interface with consultants, 3rd party contractors, lenders and legal counsel
Conduct in depth market and portfolio analyses; understand industry trends
Minimum of 5 years of real estate experience, hotel experience preferred
Strong analytical, organizational, and interpersonal skills with a high attention to detail
Experience managing real estate assets
Goal oriented, self-motivated and comfortable in a fast paced environment
High level competency with Microsoft Excel, Power Point, Word, and Sharepoint

Portfolio Manager Associate Resume Examples & Samples

Knowledge of securities markets and modern portfolio theory
Excellent analytical/problem solving and computer skills with emphasis on quantitative analysis
Ability to work with a large number of accounts with attention to detail
BA/BS in a mathematics, engineering sciences, finance or economics
Programming proficiency in any of the following: Perl, VBA, C or Python preferred
Some familiarity with tax, legal and operations necessary to service clients preferred
Experience with optimization processes and tax-loss harvesting preferred

CIB Problem Manager, Associate, Singapore Resume Examples & Samples

A minimum of 5 years experience in Technology, Application Development or Infrastructure experience a plus
Strong data analytics skills and ability to consolidate data from multiple sources to communicate facts and solve poorly defined problems
Proven ability to design and implement technical solutions
In-depth knowledge and understanding of Problem Management practices, skills and tools
Broad understanding of technology frameworks across mainframe, midrange and distributed
General understanding of Financial Services and key drivers of business performance
Demonstrated leadership skills and ability to successfully partner across organizations
Strong oral and written communication skills, ability to communicate with senior Technology management
Strong team player, ability to build relationships from both a business and technical point of view
ITIL training and certification preferred
Committed to process improvement, LEAN and/or Six Sigma training a plus

Manager Associate Services Resume Examples & Samples

Review Health Care, Disability and Worker's Comp Plans for consistency and ensure they provide appropriate access and coverage for mental health benefits and substance abuse services, and that the plans are linked to our EAP services. Will review diagnosis, treatment plan and return to work
Ensures all policies and procedures are compliant with the ADA. Provides assistance to HRM's by reviewing and analyzing requests for accommodations and determining whether associates meet the qualifications under the law
Facilitates reasonable accommodations as appropriate, Manages caseload of ADA accommodation requests and where appropriate, coordinates with workers'compensation and disability vendor. Advises HR Department on proper hiring processes and exception waivers for applicants with disabilities. Develops and delivers ADA training to the field
Crisis Response- Strategizes with HR about the most effective way to respond to a critical incident. Determines when or if to provide a debriefing and format. Coordinates debriefing through the EAP to select appropriate counselor and follows-up after debriefing to discuss potential issues
Manages dedicated EAP vendor team, including development of training and metrics. Ensures that department strategies are aligned with the vendor. Works with EAP vendor to develop Service Level Agreements and holds vendors accountable for meeting performance expectations
Provides the expertise to mitigate and respond to Violence in the Workplace. Reviews and writes policies and makes decisions about how to respond to threats
Develops strategies for increasing utilization and services of the EAP. Works to coordinate services of EAP with other Benefit and Wellness programs
Must be a Mental Health professional
Should have experience in Human Resources and a working knowledge of employment laws, especially disability laws
Must be able to handle mulitple tasks and ability to prioritize according to importance, as well as maintain good judgement in high pressure situations
Must have training experience

Client Manager Associate Resume Examples & Samples

Financial Management: Work as integral part of Regulatory GT COO team to further improve and standardize tracking and reporting of the portfolio’s financials. Includes ensuring clear reporting between the financials and the target operating model / headcount growth
Program Governance tracking. This individual would be expected to build a strong understanding of the program & project governance requirements at DB – covering all elements required to be accurately recorded within dbClarity tool. Engage with Program / Project Managers to ensure updates are correctly reflected, and with broader GT COO team to continue to improve the Reg GT tracking and reporting of it’s portfolio. Support reporting of this portfolio into a variety of Governance Forums
Vendor management processes. Support the vendor renewal processes via dbBuyer, and associated tracking and governance
Organization Communications. Work with the wider COO team to further develop tool to improve communication across the portfolio
Exceptional Microsoft Excel skills
Excellent MS Powerpoint skills
Strong oral presentation and visualization skills
Experience in developing, analyzing, and tracking business data
Ability to work autonomously to deliver on time
Must be resourceful, and demonstrate ability to proactively source information where not known initially
Experienced in effectively communicating with and positively influencing stakeholders and team members
Experience with dbClarity tool preferred
Business management or COO background in financial industry
Must have relevant communication / marketing experience in Tech domain

Cib-f&bm-asia GIB Regional Business Manager Associate Resume Examples & Samples

Support GIB product & coverage team across Asia Pacific (Australia, Japan, North Asia and South Asia)
Identification, facilitation and pursuance of business objectives and opportunities
Business reviews, resources analysis and budgetary process
Working closely with Business Managers in GIB and other Corporate Finance and Markets businesses
Working closely with all control and support functions, and the business, in the day to day management of the business and reporting in representing the business on various ad hoc projects and forums
Interpret and provide overall insights around GIB Asia competitive position on a by-region, by-product and by-industry basis
An ability to work independently and under pressure in a very dynamic environment, with an attention to detail, an eye for spotting trends, articulate in written and verbal communication who is able to present and support their own conclusions to senior audiences
An understanding of Investment Banking, and/or corporate finance products, and/or Credit products, systems and processes
A thorough understanding and appreciation of risks and controls
An ability to multi-task and dynamically prioritize and adapt in the face of ever-changing and sometimes conflicting demands
An ability to build relationships and influence others, across multiple disciplines and across levels of seniority
A self-starter with an excellent attitude, motivation and an ability to learn quickly
Familiarity with dealogic, Bloomberg, Thomas Reuters & other market data vendors (preferred)

Sector Manager Associate Resume Examples & Samples

Developing and maintaining segment, sector and market insight
Caring sectors
STEM sectors

Portfolio Manager Associate Resume Examples & Samples

Serve as a trusted advisor by providing unbiased advice on portfolio issues and multi-asset solutions
Deliver BlackRock’s global capabilities by leveraging the firm’s insights in a holistic and consistent manner
Employ a flexible framework using a dynamic approach to investment solutions that adapts to client needs
Take ownership of implementation and performance, by focusing on high-quality execution and delivering investment results
Actively research and select return-generating strategies from both internal and external providers
Perform daily fund management tasks, including handling client contributions and redemptions, portfolio re-balancing, reviewing, approving and submitting trade lists, ensuring that portfolios track within performance expectations, and performance attribution. Use various investment vehicles (including derivatives) and trading strategies to meet a desired investment objective
Apply quantitative techniques and models, coupled with specific market experience and index construction to portfolio management, product development and risk budgeting
Proactively contribute to overall systems/investment process enhancements

Case Manager Associate Resume Examples & Samples

Manages the over-all processing of JH Life Insurance applications from create date to completion date
Is the liaison between internal (UW, Replacements Analyst, Titles Analyst) and external (Agent/Firm/Field Office) customers to gather pre and post issue requirements to complete a legal contract
Identifies and corrects semi-complex to complex issues, coordinating with staff in various departments
Is responsible to reduce the cycle time of the application process without compromising the quality
Ability to determine the correct follow up questions for a particular requirement
Ability to determine the correct cycle time
Ability to understand and use appropriate methods of communication when dealing with North American Cms/Vendors (e.g. phone vs. e-mail)

Client Manager / Associate Client Director Resume Examples & Samples

Drive strategic client engagement leveraging all Nielsen assets applicable to client goals, including market, industry and sales knowledge
Pro-actively participate in and identify opportunities for efficiency, automation, standardization and process simplification
Demonstrated strength in maintaining positive client relationships in complex situations, resolving client issues and consultative selling
5-8 years’ experience
Strong Marketing/Research background (CINA/Innovation)

Market Risk Manager Associate Resume Examples & Samples

Experience in a market risk team, trading role, or a similar risk and product focused role such as product control
Strong technical understanding of at least one asset class including non-linear derivatives
Graduate or Masters with a quantitative / computing background
Proven problem solving ability and control mentality
Ability to collaborate with people from different departments and levels of seniority
Desire & ability to communicate complex information directly with senior management both verbally and in writing
Self-motivated team player
Programming experience

Client Onboardng Manager, Associate 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
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
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

Case Manager Associate Resume Examples & Samples

Ability to use the desktop computer system
Booting and shutting down computer, using mouse and keyboard
Toggling between multiple applications during each transaction
Ability to use email
Composing and sending emails
Proficient in the use of Microsoft and Excel
Excellent in written communication skills
Ability to compose a grammatically correct, concise and accurate paragraph or request
Ability to proactively respond to situations (escalations or rush requests)
Able to perform timely investigation and decision making
Follow up questions
Influencing others to act in the best interest of the clients
Empathy
Taking ownership of the call
Ability to understand simple insurance process or principles
Additional information regarding life insurance is an advantage
Knowledge and expertise on the CMA functions
Able to follow product and process protocol
Able to determine the missing requirements of all the cases handled

Hertz Location Manager Associate Resume Examples & Samples

Assignment of special equipment
Communication with team about fleet availability
Must have basic computer skills and knowledge of Microsoft Office programs

ETF Portfolio Manager, Associate Resume Examples & Samples

Manage all aspects of portfolios including index changes, corporate actions, and cash management; ensure that portfolios track within performance expectations
Apply quantitative techniques and models, coupled with specific market knowledge, to portfolio construction and risk budgeting
Use various investment vehicles (including derivatives) and trading strategies to meet a desired investment objective
Attribute fund performance and understand sources of portfolio risk relative to the benchmark
Establish portfolio management expertise and champion the funds to internal groups and external clients
Support senior management and client-facing groups on fund education and ad-hoc requests
Bachelor's degree in finance, economics, or related field. Graduate degree or CFA desirable
Familiarity with exchange traded funds is desirable
Solid working knowledge of capital markets and portfolio management theory
Working knowledge of index methodologies and portfolio construction desirable
Expertise in Excel
Excellent verbal and written communication, teamwork, and relationship-building skills

Loan Asset Manager Associate Resume Examples & Samples

Bachelor’s degree in an applicable business related field required, MBA or Masters in Real Estate equivalent preferred
3-7 years of commercial real estate experience with various property types including office, retail, industrial, multi-family and hotels preferred
2-5 years of experience with loan documents including loan agreements, promissory notes, deed of trust, guarantees, escrow agreements, leases and SNDA’s
3-7 years of experience with commercial real estate valuation and market fundamentals
Proficiency with ARGUS, Word, Excel, and PowerPoint
Team oriented with excellent communication, organizational and time management skills

Derivatives Liquidity Risk Manager Associate Resume Examples & Samples

Identifying, assessing and monitoring liquidity risks related to the UK Group’s derivatives activities, collateralized and uncollateralized, bilateral and centrally cleared, and across the breadth of trading and hedging strategies employing derivatives
Innovate ways to identify key risks/concentrations and implement processes to actively monitor these risks, run ‘what if’ simulations to help size limits and identify portfolio sensitivities
Leading/executing projects to investigate and improve the risk representation of the Firm’s liquidity risks
Experience in a quantitative risk management role with a strong focus on derivatives and stress testing at a commercial bank, investment bank, or consulting firm
In-depth knowledge of derivative products and their applications; knowledge of derivatives margining and collateral management
Broad knowledge and practical experience of all asset classes including interest rates, foreign exchange, equities and credit instruments
Practical involvement in stress testing, including model documentation
Ability to handle and analyse large data sets. Proficiency in Matlab/R is highly desirable. Proficiency in Excel, SQL and VBA is required
Proactive, ability to drive change
Ability to work under time pressure

CIB F&bm-treasury Services Business Manager Associate Resume Examples & Samples

Support the Senior Business Manager in driving regional strategic business initiatives and financial goals of TS, specifically client engagement governance, deal control and profitability initiatives
Provide tactical support to the Banks & Broker Dealers franchise and Korea Treasury Services
Engage in cross-LOB and CIB-wide initiatives, ranging from location strategy, risk & control to business agenda
Produce quality presentations and financial analytics for management meetings and business reviews
Relevant work experience in Treasury Services Product, Sales, Business Management or Finance role
Good knowledge of the Treasury Services, particularly Liquidity Product is a plus
Strong work ethics and ability to work independently
Highly analytical and strong in problem solving
Very high proficiency in PowerPoint and Excel (Macro/ VBA preferred)
Must be able to build trusted relationships and work well as a team player
Fluent in spoken and written English

Case Manager Associate Resume Examples & Samples

Ability to understand and use appropriate methods of communication when dealing with North American counterparts/Vendors (e.g. phone vs e-mail)
College/University Graduate preferably with previous related work experience in the financial services
Candidate must have good analytical skills
Candidate must be a team player
Minimum keyboarding skills of at least 30 words per minute
Exhibits good navigation skills
Candidate must have good organizational and time management skills with the ability to be flexible to changing environments and to work independently and meet tight deadlines
Candidate must pass all minimum HR requirements for hiring

Cib Transaction Processing Manager Associate Mumbai Resume Examples & Samples

Analyse and understand current business processes, events and flows
Analyse requirements for completeness, coverage, correctness and testability; participate in defining and finalizing scope of a release
Participate in defining acceptance and exit criteria for testing and implementation phases
Participate in defining conversion / migration / transition approach
Build / Review end to end business scenarios / flows for Operations validation and testing purposes
Build / Review and maintain requirements traceability
Conduct impact assessment of change - upstream and downstream and regression impact, analysing system flows and transaction life cycles
Build / Review, maintain project plan, test plan, time line charts, progress and status reports
Conduct post releases lessons learned analysis and implement action plan
Identify and consolidate defects / deviations from original requirements and solution
Conduct defect root cause analysis and plan corrective actions
Assess and highlight key blockers to plan, issues, risks, workarounds and assist in planning mitigation
Produce status report and management reports
Liaise with key stakeholders and partner with technology, product and operations
Collect, assess and act on metrics, KRIs, KPIs
Strong background in any or multiple business areas such as Securities trades processing, asset servicing, Cash, Credit and / or Trade life cycle
Project lead and lifecycle experience. Test lead / management experience
Ability to engage and partner with lines of businesses, tech, product and vendors
Clear, effective communication skills
Team worker / Team lead skills

Success Manager, Associate Resume Examples & Samples

Mapped to multiple business units at 1-2 of our most strategic regional accounts. Ultimately responsibility for customers' adoption and renewal. You ensure that customers derive maximum value from their investment in Salesforce, utilize all of their licenses, identify new opportunities, and collaborate with other Salesforce stakeholder teams to ensure growth attainment and increased footprint
In partnership with the Senior Director of Customer Success, the PSM will Establish Account Health Plans to provide the right level of success team focus across the customer's many Business Units and provide customer health leadership across the portfolio. Understand Salesforce best practices to provide a success path for all covered BU accounts and a 1:1 engagement plan for key stakeholders
Monitor customer usage data, health indicators, renewal dates and growth opportunities and translate into strategies for success
Help position Premier Success and Cloud Services products with the support of pre-sales teams - understand and articulate value proposition to customers and prospects
Collaborate with sales teams and Salesforce's Partner Alliances team to ensure proper implementation approach is in place to maximize new customer's success
Educate new customers on the entire value proposition of Salesforce 's Customer Success Group (CSG) solutions
Plan, Promote and Execute Circles of Success Events based on customer needs
Have daily/weekly cadence for meeting with, and providing Success updates to the internal account team and executives
Manage and collaborate interdepartmentally to resolve at-risk Customer escalations
Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Salesforce features and associated business benefits to address their needs
Play a fundamental part in coaching customers to establish the appropriate Salesforce governance strategy
Contribute thought leadership and best practice, both internally and externally, around business transformation and end user adoption
Minimum 8 years relevant work experience
Executive-level communication and interpersonal skills
Ability to prioritize, multi-task, and perform effectively under pressure
Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
Expertise facilitating customer meetings and presenting to an executive level audience in a concise, inspirational and convincing manner
Collaborative and consultative work style, ability to thrive in a high velocity, highly dynamic work environment
Ability to link business processes with product/technical solutions
Deep understanding of customer success principles, approaches and considerations
Experience with complex, escalated customer situations, ability to navigate large organizations and gain executive level buy-in
Knowledge of sales organizations and approaches
Passionate about Customer Success
Strategic thinker
Proactive, organized, and detail-oriented
Strong collaboration skills, but has the ability to work independently
Excellent communication and Content Development skills
Programs or Project Management skills are an asset
Proven effectiveness at leading and facilitating executive meetings and workshops
Knowledge of salesforce.com product and platform features, capabilities, and best use
Highly beneficial to have any Salesforce.com product certifications prior to joining. It is expected that you will gain the following certifications as part of the role requirement and onboarding process in the first 6 months

Money Markets Portfolio Manager, Associate Resume Examples & Samples

To understand the strategy and construction of Non-USD money market as well as separate account portfolios
To attend portfolio strategy meetings and with the objective of understanding the group’s thinking around the balance of risks and portfolio construction
To execute daily trading of money market instruments and any other investments in support of the Senior Portfolio Managers
To maintain strong professional relationships with external trading counterparties as well as internal parties such as credit, risk, operations, legal & compliance…
To ensure that Aladdin correctly reflects benchmarks and other static data that is relevant for portfolio managers across the international cash platform
To ensure that fund guidelines are consistent across currencies and liaise with legal and compliance as well as portfolio compliance in ensuring that guideline coding is working for day to day portfolio management activity
To liaise with central pricing and the fund accountant to ensure accurate pricing across relevant funds/ accounts
To act as point person where necessary for any regulatory projects that require insights from the Cash team
To help to correctly establish metrics in support of external fund ratings as necessary
To contribute to relative value alternative investment ideas that might help optimal portfolio construction both in sovereign and credit space
To contribute to the development of strategy alternatives as appropriate in respect of market conditions
Technical knowledge and understanding of cash/short term fixed income markets and products as well as money market portfolio construction gained in relevant prior role
Some understanding of regulatory practices internationally as well as in the US for money markets gained in relevant prior role
Proficiency in Microsoft Office PowerPoint, Excel as well as technologically capable
Some knowledge of Bloomberg

Senior Manager / Associate Manager Resume Examples & Samples

Provide leadership for the strategic, tactical, operational, and technical execution associated with a data analytics Center of Excellence including, but not limited to data preparation (sourcing, acquisition, integration), data warehousing and governance, and selection and management of analytical tools
Develop and leverage big data operationalization (e.g. finding ways to leverage existing enterprise data and information to advance the company’s products and services)
Lead the analysis and integration of data from large datasets spanning a variety of sources, consumer groups, environmental factors, and time frames into cohesive scalable models
Integrate learning from various discrete analyses and research in order to advance organization level insight, knowledge of our target customer, and operational excellence
Create and develop recommendations for action based on both quantitative and qualitative analysis of macro-economic, industry, competitive benchmark, consumer, and customer research data
Consult and be an influence driver with partner teams on analytic insights drive opportunities as we design new methods and models for sales, customer experience, and performance
Support ongoing research projects with real time analysis and feedback to research teams and their business partners
10+ years of analytical experience minimum (Sr. Manager); 5+ years of analytical experience minimum (Associate Manager)
Highly proficient with SAS (must have), Excel, relational databases, statistical modeling (SAS/SPSS), and other business intelligence tools
Experience with consumer durables products and/or retail
Proven ability to drive action by interpreting and integrating both qualitative and quantitative feedback
Extensive experience with data science, statistical analysis, data mining and predictive algorithms
Experience and understanding of a wide variety of analytical processes (governance, measurement, etc.)
Experience with business driven/self-service business intelligence tools
A firm understanding of big data, predictive analytics, and business intelligence trends, including leading edge technologies and best practices
Knowledge of customer experience metrics, tracking, and analytics
Ability to interpret and integrate both qualitative and quantitative feedback; comfort with ambiguity
Curious and resilient self-starter with a strong grounding the scientific method
Strong problem solving, listening, data structuring, tool building, and analytical skills
Degree in Consumer Research, Statistics, or related field – Master’s Preferred

CIB Transaction Processing Manager Associate Resume Examples & Samples

Ability to collaborate and solve problems that involve multiple stakeholders
Ability to lead a team in day-to-day and team meetings
Ability to multitask and adapt to change
Basic knowledge of accounting terminology and flow
Basic knowledge of Private Equity, Hedge Fund Services, or Mutual Funds
Dedicated to superior client service and ability to remain poised under pressure
Keen eye for details and accuracy
Strong organizational skills with a drive for impeccable quality
Team player with a professional, proactive, and positive approach to work
2 + Years in a Supervisory or Management role a plus

Subcontract Manager Associate Resume Examples & Samples

Bachelor's degree from an accredited college/university in a related field
Experience in supporting all subcontract types (cost type/FFP), negotiations, terms and conditions, incentive arrangements, order placement, etc
A working knowledge of FAR regulations
A working knowledge of LMAP (Lockheed Martin Acquisition Policies) or equivalent acquisition policies
A working knowledge of P2P (Procure to Pay) or equivalent procurement system(s) in support of government contracts
Knowledge of supply chain inputs supporting both competitive and non-competitive prime proposals
Thorough familiarity with LM initiatives as they apply to subcontract management/administration
Familiarity with US Air Force contracting, a plus
Exhibiting growth/knowledge in subcontract management, subcontract administration and demonstrated business management expertise

Manager / Associate Manager, Special Markets Resume Examples & Samples

Selling frontlist, backlist titles and content for premium, custom and digital use to various accounts
Pitching book products to new and existing customers, sourcing contacts, opening new accounts, and maintaining relationships with existing customers
Managing all day-to-day business such as submitting and tracking orders, running P&L statements, providing quotes, and negotiating prices on custom editions
Forecasting monthly and annual sales goals by compiling product line reviews
Identifying new concepts and opportunities within accounts to drive both revenue and profit
Participating in meetings with the Marketing teams and Publishers to identify trends and pitch ideas
Attending regular in-house sales presentations, customer specific sale meetings, and trade shows

Success Manager, Associate Resume Examples & Samples

Responsible for customers achieving the maximum possible value they can with Salesforce, ensuring that they utilize all of their licenses and achieve their objectives while minimizing risk, identifying new opportunities and collaborating with Sales/Renewal teams to ensure full renewal and continued growth
Working with your account team, lead C-level stakeholders towards identifying their vision by evangelizing the capabilities of Salesforce.com across all of our Clouds (Sales, Service, Community, Analytics, Marketing, Platform)
Where appropriate, partner with the customer to establish a transformational Business Roadmap/Blueprint to ensure achievement of business goals
Working collaboratively with your account team and Salesforce Execs, effectively network within accounts from the C-Level down in order to achieve successful execution of the customer's strategy and roadmap
Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Salesforce.com features and associated business benefits to address their needs
Coach customers to on how to establish and manage their Change Management/Governance/Centre of Excellence programs
Identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan or escalate as needed
You will help prescribe the right Cloud Services Resources (Accelerators/Specialists, Advisory Services, Strategic Projects, Mission Critical Support and more) to be successful
Coach customers to ensure they are leveraging all available Salesforce Success Resources eg. Help & Training, Communities, User Groups, webinars etc
Serve as a customer advocate in driving industry best practices and the evolution of Salesforce.com product and platform functionality, courses and administrative services integral to the customer's success
Develop and maintain long-term relationships with stakeholders in your account portfolio, where appropriate, by networking between customers, partners, and salesforce.com
Contribute thought leadership and best practice, both internally and externally, around business transformation
Develop deep strategic advisory skills in an organization that is very supportive of personal development
Minimum 12 years relevant work experience
Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
Strong Consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders
Strongly prefer existing knowledge of salesforce.com product and platform features, capabilities, and best use
Credible and effective C-level advisor and coach, especially around change management (cultural, technical and business)
Experience implementing Customer Relationship Management solutions (CRM) or other complex IT projects within large enterprises
Skilled at Program Management within large organizations, helping to effectively drive change across groups by engaging key stakeholders
Experience with account portfolio planning and prioritization
Familiarity with Cloud Computing technologies, concepts and benefits
Working knowledge of the software development process and of software design
Flexibility for travel (approx 20%)

Change Manager, Associate Resume Examples & Samples

Receive and review change requests, ensuring that all requests are complete, accurate, and follow established processes and procedures; audit change requests and other artifacts to assure quality over time; manage/fulfill independent auditor requests relating to Change Management
Convene and chair Change Advisory Board (CAB) meetings, preview and prep all Request for Changes (RFC), issue an agenda and circulate all RFCs to CAB members in advance of meetings; circulate minutes after each CAB meeting documenting decisions made and actions taken
Provide training, leadership, coaching and/or mentoring to co-workers on the subject of IT Change Management; assist with remediation efforts to ensure policies and procedures are followed; create and deliver refresher and onboarding training related to IT Change Management
Review individual RFCs and recommend methods to streamline process/procedure/approval without increasing risk
Work with senior management to establish and regularly review overall change management policies and procedures; work with all necessary parties to coordinate change implementation
Drive continual improvement over time of the tools used to support IT Change Management
Maintain and monitor key performance metrics to ensure quality of the IT Change Management process over time; perform trend analysis to drive continual process improvement; assist with preparation of materials for Cloud leadership in support of data-driven operations

Portfolio Manager Associate Resume Examples & Samples

To support in the creation, maintenance and analysis of data sets (e.g. registration, labour market intelligence and market share data) and competitor information for strategy and product development work within Product Management
To support in building business cases, in particular for qualification extensions and withdrawals, ensuring the data provided is accurate and well-presented
To support in the management of the vocational portfolio to ensure that as much of it as possible is regulated, recognised by DfE and fundable, supporting in the identification of revenue risks based on policy, regulatory, funding and customer churn analysis
To support in the setting up and tracking of activity related to DfE and funding submissions for qualifications
To support in developing and improving processes and data management within Product Management to make the team and the wider business as efficient and effective as possible
Support others in the analysis of internal information (eg trends in registrations, purchasing of sizes, results data) and external information (e.g. funding, performance measures, regulatory, labour market intelligence) for allocated parts of the portfolio
Support others in the creation and maintenance of up-to-date data sets (e.g. labour market intelligence, market share data, registrations data by segment, competitor portfolio analysis) that the Product Management team can use to inform development of the strategies for their segments, suites and sectors
Research, analyse and archive competitor portfolios to support suite and sector strategy work (e.g. as part of the DfE submission process)
Developing propositions, managing budgets, and forecasting
Support the Portfolio Management team, Heads of Sector Development and Sector Managers in building business cases by ensuring those cases are supported by accurate and well-presented data. This will involve creating prioritised product pipelines and creating registration and revenue forecasting models that can be easily manipulated as our market understanding increases
Support the Portfolio Management team, Heads of Sector Development and Sector Managers in developing proposals for qualification extensions and withdrawals for Product Councils, and ensuring teams across Pearson UK contribute and approve those proposals
Supporting customers through the lifecycle and improving customer experience
Support the Portfolio Management team in managing the vocational portfolio to ensure that take-up of the portfolio is maximised, in particular that DfE recognition for performance measures and funding is in place for parts of the portfolio that require this and that all information about qualifications is up to date (e.g. last registration and certification dates). This will involve ensuring data from different sources is synchronised, reports are generated for monthly meetings and portfolio actions are tracked and resolved
Support the Portfolio Management team, Heads of Sector Development, Sector Managers, Sales and Marketing in creating clear transition plans between qualifications and suites of qualifications as required
Support colleagues from PQS to ensure they have the data and insight they require (e.g. qualification forecasts) to provide a good customer experience (e.g. timely SV recruitment)
Briefing, developing and launching new products and services
Support the Portfolio Management team, Heads of Sector Development and Sector Managers through government, regulatory or funding submission processes. This will involve creating and maintaining tracking sheets; logging and quality assuring letters of support; proofing materials for submission; co-ordinating information for upload to the website; and archiving materials
Support teams in Pearson working on the implementation of our qualifications to ensure they have the data and insight they need for effective implementation (e.g. forecasting data)
Leadership and people management
Work effectively in virtual teams with colleagues across Pearson to ensure a positive working culture, in support of Pearson UK and BTEC and Apprenticeships divisional strategies
Champion a ‘customer first’ culture across Pearson, ensuring that all decisions are made with reference to the needs of our customers and learners
Support the Portfolio Management team in developing and improving processes and data management within Product Management (e.g. comprehensive and up-to-date data sets, clear folder structures, capacity planning) so the team and the rest of the business work together as effectively and efficiently as possible
Virtual team and people leadership and management skills
Strategic thinking skills: the ability to think strategically, identify attractive market segments and key sources of competitive advantage, and to balance a strong commercial focus with regulatory and legal requirements, assessment reliability/validity and operational requirements to create solutions for customers that are practical and have competitive advantage
Creative thinking and customer empathy: the ability to articulate new propositions based on customer needs
Relationship building: in particular, with customers, employers, professional bodies, commercial partners, government agencies and within Pearson
Communication, networking and influencing externally and internally (in particular to work effectively with colleagues in Pearson across different sites and within a matrix structure)
Commercial and financial planning skills: the ability to plan and monitor revenue and profit
Qualified to HND /degree level, equivalent qualifications or extensive experience in the sector
Advanced Excel, Google sheets
Interrogation and analysis of publically available data sets such as National Statistics Office data on sectoral employment, apprenticeships, NEETs etc
Ability to report on priorities, identify trends, competitor gap analysis
Update, amend and adapt forecasts using multiple data sources
Ability to identify and solve problems
Attention to detail balanced against track record of delivery
Use of Labour Market Intelligence or similar tools
Experience and understanding of qualifications and the UK education market and environment (e.g. Sixth Forms, Further Education colleges, private training providers, employers, professional bodies)
Experience and understanding of industry or employment sectors

Asset Management F&BM Business Manager Associate Resume Examples & Samples

Ownership of the the weekly/monthly cash flows validation process relating to the European Funds sales teams with the assistance of junior resources in Mumbai
Ownership of the Assets Under Management and booked revenues validation process
Supervise the production of the monthly Executive Management Reports
Liaise with the European Datawarehouse, Finance and other related parties to resolve issues in a timely manner
Enhance and maintain the European Funds book of business
Partner with AM Marketing heads to in the analysis of the AM European marketing expense and resolving ad hoq queries
Prepare and present financial results at the quarterly EMEA Marketing Council meetings, OCs and other business reviews
Co-ordinate the AM European marketing expense budget and forecasting process
Assist in ad-hoq analysis of flows, AUM and booked revenues
Maintain the Finance Company Grouping mapping within Fusion
Assist with adhoc queries from the business
Help prepare presentations for various Business forums
Act as Fusion ambassador to the rest of the Finance teams
5+ years of professional experience in accounting and finance. A university degree with the study of an accountancy qualification is preferred. Investment Management experience preferred
Ability to handle the requirements/demand of various stakeholders
Organised and methodical
Self motivated and self-starter
Be able to communicate effectively (oral and written)

Business Manager Associate Ftc-months Resume Examples & Samples

Leading on the implementation and smooth running of a number of key projects and work streams, including meeting scheduling, preparation and distribution of papers, and preparation of minutes and associated action trackers
Creating, maintaining and monitoring detailed project plans for B&A
Facilitating the creation, maintenance and monitoring of detailed Risk and Issue logs for B&A
Uploading of documents to the website
Capturing and documenting existing and new business processes
Capturing and documenting event attendance/ trainer observations and producing reports
Planning and administration of a number of governance-related activities
Ensuring effective communication with all stakeholders both internal and external to Pearson and be a point of contact with other departments as required
Supporting the invoicing process with suppliers
Undertake other project or divisional related activity as required
Challenges current processes and ways of doing things
Champions innovative educational products and services
Able to engage with and promote the values and vision of Pearson
Educated to degree level or equivalent

Portfolio Manager Associate Brazilian Credit Resume Examples & Samples

Strong understanding of bond mathematics, credit risk factors, and implications for risk management
Solid basic understanding of basic accounting and finance concepts
Demonstrated interest in global capital markets, specifically Brazilian Sovereign and Corporate bond markets
Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
Enthusiastic and positive approach to market challenges
Strong intellectual capacity and analytical mindset
Well organized, disciplined approach to work with a high level of attention to detail
Highly computer literate, with advanced spreadsheet based skills (Advanced Excel, VBA, Bloomberg)
Strong work ethic with high level of self-motivation
Strong autonomy
2-3 years of capital markets experience in the field of sales, trading or research

Cib-transaction Processing Manager Associate Resume Examples & Samples

Escalation and management of exceptions and issues
Strong experience in using Microsoft Excel, Access Database etc in Data Validation, Data mining, Data management
Able to demonstrate operational management experience within financial services, specifically global custody or investment banking
Excellent internal and external communication and problem solving experience
Experience in risk awareness and operational control experience within financial services
Experience in team management within a financial services environment where accuracy is of paramount importance and where there are multiple deadlines in a risk awareness environment

Territory Manager Associate Resume Examples & Samples

Professional B2B sales experience of 2-3 or more years with formal sales training
Demonstrated performance record with clear documentation of success
Proven goal oriented, self starter with a strong entrepreneurial drive
Must live in geographical location of position
Medical Device Sales experience preferred but not required
Ability to travel to Southern California for a 3-week training class

Agile Portfolio Manager, Associate Resume Examples & Samples

Manage a portfolio of projects monitoring project status, cross projects dependencies, and delivery progress on an ongoing basis. For the assigned portfolio, the incumbent will
Minimum of 5+ years of combined project management, scrum master and development work experience required, with at least 3 years using Agile methodologies
Working knowledge in Agile methodology and Scrum and Kanban frameworks required
Advanced knowledge of SDLC (Waterfall and Agile) required, experience in supporting transition from Waterfall to Agile preferred
Proven experience with global projects in multiple technologies, and functions
Advanced knowledge of SharePoint and Confluence, including site management, forms, workflow, templates and reports automations,
Advanced knowledge and proven expertise in project management tools such as Clarity, Jira, HP ALM, Microsoft Project, and Excel
Highly motivated team player with excellent analytical, written and verbal communication skills
Must have ability to be tactful yet assertive. Strong collaboration and negotiation skills
Comfortable speaking and presenting project status
Ability to be flexible, follow tight deadlines, organize and prioritize work
Experience in IT Business management functions
Technical application development experience strongly preferred
Scrum Certification is Preferred, PMP or Prince Certification a plus
Experience in Risk and Finance Technology with domain knowledge across asset classes preferred

Wealth Management Mortgage Business Manager Associate Resume Examples & Samples

Support the strategic planning process across various initiatives and priorities, and partner with leadership to prepare for a variety of internal presentations (business reviews for senior management, town halls, offsites, etc.)
Assist in sales management tasks and drive enhancements to sales management process
Provide project planning support, including developing project plans, documenting scope and business requirements, detailing issues and problems, etc
Perform data analysis, including the collection of data from various sources, synthesizing the information, and interpreting the results
Present findings and recommendations in a business-friendly way that identifies issues, explains root-cause(s), details business / client impact, and identifies potential solutions
Provide support for BAU business activities, including updating, communicating and publishing US mortgage rates
Own change management activities in support of the US Mortgage Advisory team, including procedure updates and production of training materials
Provide implementation support, including testing of new products, tools and business requirements
Support various regulatory and control exercises as a business subject matter expert, including annual Risk and Control Self Assessment (RSCA) and business resiliency exercises
Proficient in Microsoft Access, Excel, and PowerPoint
Superior project management, problem-solving and time management skills
Experience in wealth management, private banking preferred
Minimum 1 to 2 years of Business Management and/or Project Management experience

Wealth Management Assistant Business Manager Associate Resume Examples & Samples

Assist with logistics – create and maintain multiple recurring forums for business/technology reviews, program status meetings, etc. Define agenda, collate materials and review for consistency, define and track follow-ups
Assist with producing C-level presentations and reporting – synthesising information and presenting information in clear, concise forms
To work on ad-hoc projects as and when required. Providing both CTO and CTO-1 level of information in various forms (PowerPoint and Excel)
To assist in the yearly budgeting process – helping to pull together holistic views of current and projected spend by initiative
Assist in managing the global management meeting of the group and to define a rolling agenda as well as extra items of interest for the team
Monitor weekly/monthly/quarterly program and project reporting and accomplishments for completeness, timeliness and accuracy
Partner with the central F&BM teams to monitor and report various metrics and operational processes such as recruiting progress, vendor and internal financial charges, quality and hygiene of key data elements (project status, financials, milestones) to identify and address issues early
Strong presentation skills and excellent communication both written and verbal
Excellent PowerPoint and Excel skills are required, including previous experience of Excel Pivot Table and Data Analysis techniques
Experience of using PPM tools to manage Project reporting (overall status, milestone tracking) and Project Accounting

CIB F&BM Markets Business Manager Associate Resume Examples & Samples

Strong communicator and presentation skills
Pro-active with the ability and willingness to take the initiative
Highly motivated with excellent time management/prioritization skills,
Ability to multi task a wide variety of role with delivery focus
Ability to forge strong internal relationships across a broad range of functions
Able to analyse large data sets and present conclusions concisely
Ability to influence senior FO and multiple stakeholder groups
Driving change by understanding requirements and coordinating across relevant stakeholder groups
Very strong knowledge and understanding of the products and risk traded by Markets Division
Technology infrastructure and end to end life cycle
Good understanding of the Mifid Regulatory Reform
Good PowerPoint and Excel knowledge - must be able to analyse and manipulate data using formulas / pivot tables, etc
Finance technical skills are beneficial – P&L, RWA, Balance Sheet and Return metrics

Portfolio Manager Associate Resume Examples & Samples

BA degree required in Finance, Accounting, Economics or equivalent; capable and committed to pursuing CPA, CFP, CFA and or MBA
1 -3 years of financial services industry experience. Will consider internship experience as part of the industry experience
Ability to problem solve and spot issues proactively. Ability to work independently, but also a team player
Ability to multi-task in a fast paced environment

Case Manager Associate Resume Examples & Samples

High school diploma with two years college or business equivalent experience, including customer service
LOMA 281 and 291 or willingness to complete within twelve months
Team player mentality
Ability to learn and quickly assimilate new information
Thorough knowledge of all systems and intranet/Internet sites used in the department including Automated Work Distribution (AWD), Business Intelligence and Pridetech
Consistency in decisions and ability to make sound recommendations in a timely manner

CIB F&bm-asia Debt Capital Markets Business Manager Associate Resume Examples & Samples

Support DCM product team across Asia Pacific (Australia, North Asia, South & Southeast Asia and Japan)
Assist with the definition and implementation of cross-regional processes and procedures, reflecting risks and control requirements as well as regional nuances
Expenses management
Working closely with NA and EMEA counterparts, and Business Managers in other Corporate Finance and Markets businesses
Perform due diligence document for new business/product for DCM
Own dealogic, Thomas Reuters and Bloomberg relationship for DCM product
An understanding of Investment Banking, and/or Debt, and/or Credit products, systems and processes
Excellent project management and organizational skills

Cib-transaction Processing Manager Associate Resume Examples & Samples

Working closely with functions across J. P. Morgan to define the current process, system and organizational landscape, key pain points and opportunities for cost and efficiency savings
Collaborating with senior team members to influence key stakeholders to support strategic recommendations
Communicating regular status updates to senior management within the Business Identifying opportunities and strategizing business cases for senior management
Develop project plans, scorecards and manage them through to successful implementation
Manage and interact with virtual teams on a global level and influence at all levels and across multiple functions and teams
Requirement Elicitation and Management
Develop & Maintain Product Backlog and Sprint Backlogs (Agile Methodologies)
Escalation, tracking and resolution of issues, risks, decisions and actions in a timely manner. Regular reporting and escalation management
Regularly review and ensure the project is operating within an appropriate control environment, that risk and compliance are engaged to support deliverables
Ability to execute complex and global projects across multiple product and operational groups within agreed timeframes
Ideal candidate must be self-motivated, organized and analytical, adept at working in a team environment
Critical thinking and decision-making skills
Relationship building skills - develop partnerships to drive results
Skills Summary -
Technology Exposure-

Cib-transaction Processing Manager Associate Resume Examples & Samples

UAT participation
Go Live BAU ownership
An ability to articulate the strategic impact of changes being made to the business
Bachelor's degree, professional project certification, or equivalent work experience preferred

CIB F&BM Business Manager Associate Resume Examples & Samples

Support the Local Operating Committees and effectively contribute to the overall governance infrastructure by supporting various committees (agenda, minutes, action tracking)
Ability to priorities requests
Flexibility / Multi-tasking
Able to deal with all levels of seniority
Strong numeric skills
Disciplined approach to managing processes with a desire to improve

CIB F&BM Business Manager Associate Resume Examples & Samples

Primary point of contact for bankers to coordinate client onboarding, including prioritization and requesting documents from clients, when required
Facilitation of operational client and business queries
Working closely with the WCOB and Compliance teams, understand requirements and changes in procedures
Coordinate due diligence process for GCB Clients and transactions
Participate in GCB bankers’ regional meetings to proactively identify areas to add value and potential roadblocks that need to be addressed
Provide transparency on overall process and progress
Collaborate with business and support functions to spread and leverage best practices
Previous experience in GIB
Sound understanding of banking processes and products
Ability and drive to take full ownership of processes
Strong partnership and coordination skills
Flexibility to handle multiple tasks and changing priorities
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
Strong decision making capabilities and the ability to identify problems and drive to resolution
Deliver results in a dependable, timely and accurate manner
Language skills (German, French) would be a distinct advantage

RQA Index Risk Manager, Associate Resume Examples & Samples

Ensuring that the book of business is adequately and comprehensively monitored on a regular basis, risk exceptions are identified and escalated in a timely fashion
Working with senior risk managers to help ensure that the risks are fully understood by portfolio managers and are consistent with our client's objectives
Taking an active role and be accountable for identifying, measuring and communicating to senior management the market and non-market risks that BlackRock and our clients are exposed to
Understanding the factors impacting the Index strategies portfolios and managing those risks
Helping portfolio managers develop their ability to construct risk-aware portfolios
Supporting the creation, production and delivery of analytics pertaining to risk management
Partnering with BlackRock Solutions to design, test and deliver state-of-the-practice risk analytics and risk models to BlackRock through the Aladdin platform
Helping define the analytical and risk management needs for adequately monitoring risks
Performing ad-hoc analyses and reporting to help address real-time demands of senior risk managers and portfolio managers
Working with other RQA team members on a global basis to conduct quantitative research on global investment markets
Helping Regulatory Risk and Investment Oversight teams to fulfil BlackRock’s regulatory obligations under UCITS and AIFMD
Working knowledge of the financial markets and investment management
Working knowledge of equity products and equity investment risk management models
Strong leadership potential, vision and initiative
A good understanding across other investment asset classes
Advanced degree in a quantitative discipline is strongly preferred
Excellent verbal and written communication, presentation and team skills
Excellent quantitative and analytical skills
Highly organized and able to adhere to tight deadlines
Ability to work effectively in a collaborative environment
Comfortable working under pressure
FRM, CFA, PRMIA, or GARP designation is a plus
Some familiarity with programming (VBA, R) and database (SQL) skills is desirable

CIO Treasury & Risk Business Manager Associate Resume Examples & Samples

Assist the Business Management team in providing key senior management presentations including Board level materials through executive summaries and special presentations
Support the CTC Risk planning and budget and help to perform deep-dive efficiency reviews (monthly expense management, headcount requirements and regular reporting)
Provide key senior management presentations including materials to the Board through executive summaries and special presentations
Project Management of key initiatives as appropriate such as User Tool remediation, model confirmation and optimization of CTC Risk’s control environment, etc
Provide regional Business Management coverage for the CTC Risk team in EMEA and APAC
Provide strategic solutions across the CTC Risk area
Support the CTC Risk planning and budget and perform deep-dive efficiency reviews (monthly expense management, headcount requirements and regular reporting)
Support global team meetings, business reviews and the CTC Risk Committee as required
4-5 year’s work experience in financial services
Strong verbal and written communications skills; ability to manage upwards
Excellent team player and willing to roll up sleeves
Good judgment, maturity and poise to enable interaction/influencing of senior level staff
Strong PowerPoint and Excel skills
Self-starter able to prioritize key tasks effectively
Energetic, self motivated and effective under pressure – must enjoy the challenge of working within a fast-paced and demanding working environment

Senior RA Manager / Associate RA Director Resume Examples & Samples

Establish, maintain and develop good relationships with the State Drug Administration (SDA), to facilitate and expedite regulatory approvals and as required with other regulatory authorities (CDE, NICPBP)
Advise and resolve specific issues to achieve agreed milestones and ensure that submitted documentation meets SDA and GSK requirements
Ensure that GSK Bio. Regulatory Affairs are kept fully informed on the current regulatory status of all assigned products
Ensure that Import product labeling and PI is consistent with SDA guidelines and requirements
Order, translate, compile and prepare registration dossiers into an effective, professional document for submission to SFDA
Draft for approval by the Manager, local prescribing information (PI) that it is both competitive and fully conforms with SFDA and GSK requirements
Collect and communicate to the Manager any information that relates to the registration and administration of medicines in China; including new legislation, changes to the regulatory requirements, guidelines etc
As required co-ordinate activities with GSK Bio RA
Assist the Manager in supporting and providing a service to other functions and departments (e.g. Clinical and Marketing)
When the job holder becomes the member of QMS Implementation Team, she/he is responsible for her/his assigned supporting work
Preparing and submitting the documentation for new registrations and renewal of existing regulatory approvals for finished product imports. Current scope includes
Import
Current products IDL renewal and its variation
New products registration
Localization: Repackaging license and its renewal
Commercial supplying: to trace all commercial goods CoAs from NICPBP
Cooperate with GSKBS GMP certificate
Regulatory Affairs
Regulation search and distribute to relevant parties internally
Involve in regulation influence activities
Involve in related industry regulatory activities

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