Senior Analyst, Investment Resume Samples

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H Ondricka

Haleigh

Ondricka

33639 Nader Lodge

Chicago

+1 (555) 699 3812

33639 Nader Lodge

Chicago

Phone

p +1 (555) 699 3812

Experience Experience

Los Angeles, CA

Senior Analyst, Investment Control

Los Angeles, CA

Torphy-Hickle

Los Angeles, CA

Senior Analyst, Investment Control

Completing and reviewing APRA reporting
Completing and reviewing reconciliations
Producing and reviewing financial statements
Management of daily issues and BAU matters with the custodian
Proxy Voting
Involvement in the management of MLC's custody relationships; issue resolution, monitoring of KPI's and identification/implementation of process improvement
Supporting the core functional unit pricing and trust reporting teams in Investment Control and pro-actively contribute to the efficiency and effectiveness of Investment Control

Los Angeles, CA

Senior Analyst, Investment Services

Los Angeles, CA

Breitenberg-Davis

Los Angeles, CA

Senior Analyst, Investment Services

Provide oversight in relevant systems throughout the day and work with internal/external customers & service providers to quickly resolve any trade/settlement related issues
Communicate effectively with traders at all levels and build strong working relationships with them
Utilize trade entry systems, trade flow and storage systems, and trade processing systems effectively and efficiently to maximize productivity
Continuous improvement mindset to capitalize on straight through processing, speed and accuracy of systems and procedures; communicate in functional teams to complete daily tasks, share market and systems knowledge, and preserve and grow strong trading relationships with internal/external customers
Ensure a high level of customer satisfaction
Assume responsibility for a certain portion of recurring requests
Assume and analyze the production of various standard reports, enhancing their production on an ongoing basis

present

Detroit, MI

Senior Analyst, Investment Performance

Detroit, MI

Trantow Group

present

Detroit, MI

Senior Analyst, Investment Performance

present

Works with product group to evaluate client requests and provides input on product development
Interfaces with relationship staff, performance consultants, partners and clients to determine servicing
Assists other partners (internal and external) in the preparation of client reports and presentations
Input and maintain special processes relating to performance specific accounting and reporting
Manage risk in processes and delivery of Private Monitor product
Develops or completes special projects in designated areas of expertise
Keeps up to date with market conditions and developments in order to recognize and understand the private markets environment

Education Education

Bachelor’s Degree in Finance

The University of Alabama

Bachelor’s Degree in Finance

Skills Skills

Communicate effectively with traders at all levels and build strong working relationships with them
Ensure a high level of customer satisfaction
Utilize trade entry systems, trade flow and storage systems, and trade processing systems effectively and efficiently to maximize productivity
Continuous improvement mindset to capitalize on straight through processing, speed and accuracy of systems and procedures; communicate in functional teams to complete daily tasks, share market and systems knowledge, and preserve and grow strong trading relationships with internal/external customers
Provide oversight in relevant systems throughout the day and work with internal/external customers & service providers to quickly resolve any trade/settlement related issues
Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement
Partner and interact with the Loan Administrator, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives
Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters
Review trade confirmation, assignment and assumption agreements, netting agreements and funding memos to ensure accurate and efficient closing process for leverage loan trades

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15 Senior Analyst, Investment resume templates

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Senior Analyst, Investment Svcs Resume Examples & Samples

Bachelors detgree business administration
Minimum of 7 years experience supporting equity , fixed income , dervatives operations(pricing, data management , corproate actions)
Thorough knowledge of various instrument types (fixed income, derivatives,options , equities) and pricing methodologies
Thorough understanding of world markets,indeces and exchanges required
Strong analytical and research skills reqiured
Profecient with excel

Senior Analyst, Investment Svcs Resume Examples & Samples

Four or more years working for investment manager or custodian bank in a global trading investment operations support function required
Understanding of equities trade order management, execution and settlement process flow
Experience in quality assurance testing, business requirements development, and business analysis needed. Ability to participate in business project team efforts essential
Experience in industry-standard products and services providing post-execution, straight-through-processing functions. (Oasys, Global Oasys, FIX, SWIFT)
BA / BS in finance/accounting/mathematics or analytical discipline

Senior Analyst, Investment Data Services Resume Examples & Samples

Assume the role of answering ad-hoc investment related inquiries from various internal parties, understand the uses and sources of data in its current form and be able to respond to the requests
Assume responsibility for a certain portion of recurring requests
Assume and analyze the production of various standard reports, enhancing their production on an ongoing basis
Rationalize the uses and sources of data and make recommendations on how to streamline in terms of time and quality of data
Source and maintain qualitative data to address reporting and ad-hoc requests
Experience in financial reporting and a strong understanding of securities data
Bachelor’s degree in Finance or Computer Science
Self-starter with ability to liaison with a broad group of stakeholders including Client Relationship, Product, RFP, Marketing, Portfolio Managers, Plan Consultants, Compliance, Risk, IT and other middle office group
Experience/proficiency with Microsoft Excel and Access queries and reporting
Master’s degree in Finance or Computer Science
Experience/proficiency with Barclay’s Point, Axiom, FactSet, Lipper Analytics and Morningstar is a plus

Senior Analyst, Investment Services Resume Examples & Samples

Provide oversight in relevant systems throughout the day and work with internal/external customers & service providers to quickly resolve any trade/settlement related issues
Ensure a high level of customer satisfaction
Good understanding of operational risks and controls
Self starter with a high level of energy
Proficient utilization of Microsoft Excel and other MS OFFICE products
Emerging markets (local currency bonds) experience strongly preferred
Experience with Order Management & Trade Processing Systems: (Bloomberg AIM, Omgeo/Oasys, Evare, BBH Infomediary) preferred

Senior Analyst, Investment Services Resume Examples & Samples

Assume the role of answering ad-hoc investment related inquiries from various internal parties, understand the uses and sources of data in its current form and be able to respond to the requests
Assume responsibility for a certain portion of recurring requests
Assume and analyze the production of various standard reports, enhancing their production on an ongoing basis
Rationalize the uses and sources of data and make recommendations on how to streamline in terms of time and quality of data
Contribute to the business requirements provided to the IT area on how to optimally organize data and structure reporting tools
Source and maintain qualitative data to address reporting and ad-hoc requests
Contribute to standards over sourcing and definition of data on a tactical and strategic basis
8-10 years of experience working in Financial Services
Experience in financial reporting and a strong understanding of securities data
Bachelor’s degree in Finance or Computer Science
Self-starter with experience working with a broad group of stakeholders including Client Relationship, Product, RFP, Marketing, Portfolio Managers, Plan Consultants, Compliance, Risk, IT and other middle office group
Experience/proficiency with Microsoft Excel and Access queries and reporting
Master’s degree in Finance or Computer Science
Experience/proficiency with Barclay’s Point, Axiom, FactSet, Lipper Analytics and Morningstar is a plus
Experience with Workflow Coordinator Oversight is a plus

Senior Analyst, Investment Performance Resume Examples & Samples

Minimum 4-5 years of related trust or investment industry experience
Private markets limited partnership (draw-down) investments expertise
Expertise in interpretation and processing of PE fund manager paperwork
Proven strong communication skills with clients and internal partners
Ownership of client satisfaction and daily client servicing responsibilities
Performance analytics of alternative assets reporting
Client report production and support
Expertise in Burgiss Private-i software strongly preferred

Senior Analyst Investment Performance & Risk Resume Examples & Samples

Managing process for populating fund data in MSCI Barra, or similar risk modeling tools, including reconciling daily holdings to Performance Attribution and Fund Accounting reports
Working with Technology and Operations, as well as outside vendors, to resolve system and portfolio data issues, as necessary
Maintaining and enhancing risk data reporting tools and developing new risk and performance attribution reports, as needed
Degree in a quantitative field such as Finance, Mathematics, Statistics, Computer Science, Economics, or other relevant area of study
Experience in a risk management role for an investment management company or within capital markets
Knowledge of both U.S. and International financial markets
Experience with portfolio attribution tools

Senior Analyst, Investment Control Resume Examples & Samples

Supporting the core functional unit pricing and trust reporting teams in Investment Control and pro-actively contribute to the efficiency and effectiveness of Investment Control
Management of daily issues and BAU matters with the custodian
Involvement in the management of MLC's custody relationships; issue resolution, monitoring of KPI's and identification/implementation of process improvement
Pool product management
Review of custody fees
Sub-account openings
Assist with the management of the futures clearers relationship
Pro-actively contribute to the efficiency and effectiveness of Investment Control
Management of workflows and projects impacting Investment Control, to enable leverage of core capabilities in Investment Control
Class actions (facilitate the participation with MLC Legal and the custodian)

Senior Analyst, Investment Compliance Resume Examples & Samples

Works with various investment compliance systems and manages the data elements required for various deliverables
Reviews client documentation and client schematics for completeness
Completes guideline review and sets up guidelines on compliance systems
Conducts systems testing to ensure guidelines are set up properly
Maintains data elements from various external sources on a daily and monthly basis
Updates compliance models due to product enhancements, parameter limit adjustments or when new investment managers are added
Maintains all regular daily, weekly and monthly systems update requirements

Senior Analyst, Investment Services Resume Examples & Samples

Support the Director of Fund Administration with trading including coordinating with the Investment Team to meet trade deadlines; preparing and routing trade tickets for authorization; working closely with the Administrator to subscribe/redeem from underlying funds; provide documentation as required by investee funds
Assist with the monthly close process, including reviewing and reconciling underlying fund capital statements with the Administrator
Work closely with Fund Accounting team as necessary to assist with monthly close
Support the cash management function and cash reporting
Assist with on-boarding and transitioning new client accounts
Assist with the setup and launch of new products and funds
For Covariance managed private equity funds, prepare and/or review capital calls and distribution notices
Monitor and manage the Operations team’s inbox – incoming items include underlying fund capital statements, fund communications, capital call notices and distribution notices
Provide portfolio management database support
Bachelor’s Degree in Finance, Accounting, Economics, or a related field
Two to four years’ experience working with Hedge Funds, Investment Managers, and/or Financial Services strongly preferred
Understanding of financial markets, investments and portfolio accounting
Must be able to work under pressure and with a strong sense of urgency
Attention to detail, organized, ability to multi-task, excellent client service skills, proactive, self-motivated, strong work ethic, positive attitude

Senior Analyst, Investment Control Resume Examples & Samples

Producing and reviewing financial statements
Completing and reviewing reconciliations
Completing and reviewing APRA reporting
Outstanding stakeholder management skills
Superior superannuation and financial reporting knowledge and experience
Proven process improvement capability
5 + years' experience gained in funds management, financial services or superannuation

Senior Analyst, Investment Resume Examples & Samples

Research and analyse current and evolving portfolio construction and investment advice strategies and trends
Consider the application of investment advice and portfolio construction trends within areas of research responsibility
Continue to work towards an Investment Research offer that fits appropriately with group strategy

Senior Analyst, Investment Performance Resume Examples & Samples

Prepares, delivers and supports monthly and quarterly private equity reports for institutional LP investor (custody) clients
Acts as project leader for new client implementations
Oversees reconciliations and resolutions of data discrepancies or other issues
Communicates with clients, the client’s fund managers and/or consultant on a regular basis
Interfaces with relationship staff, performance consultants, partners and clients to determine servicing

Senior Analyst, Investment Risk Resume Examples & Samples

Bachelor’s degree in Finance, Statistics or Computer Science. MBA or equivalent master’s degree is a plus
1 to 3 years of related experience in financial industry
Knowledge of risk management and/or investments
Microsoft Excel is a must, Word, PowerPoint, Access is a plus

Senior Analyst, Investment Services Resume Examples & Samples

Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement
Partner and interact with the Loan Administrator, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives
Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters
Review trade confirmation, assignment and assumption agreements, netting agreements and funding memos to ensure accurate and efficient closing process for leverage loan trades
3-5 years of related leveraged loan/CLO operations experience
Solid understanding of operational risks and controls
Thorough knowledge of the bank loan market
Experience with Order Management & Trade Processing Systems: (Bloomberg AIM, BBH Infomediary, ClearPar, Wall Street Office)

Senior Analyst, Investment Compliance Resume Examples & Samples

Reviews client investment guidelines, performs systems setups and required testing to ensure desired output is obtained
Reviews exception reports triggered from the compliance system on behalf of Outsourced level clients. Determines with client the necessary action to resolve the violation on an “as required” basis and could potentially have manager contact
Prepares periodic reports and participates in meetings to review and discuss details of reporting
Develops custom reporting solutions for clients using internal systems as well as external technical and software packages
Develops a strong understanding of the unique monitoring requirements of clients
Trains clients and internal partners on the use of the compliance system and related analytics tools
Responsible for client reporting deadlines as well as backing up partner desks
Minimum of 5 to 7 years of investment exposure analytics or investment compliance or management related experience acquired through an advanced degree program and related work experience is required. MBA level or in process of pursuing an industry certification is a plus
Knowledge of investment strategies and styles, asset classes, manager guidelines, investment vehicles including derivatives instruments and their impact to portfolios, and investment terminology are a must
Familiarity with laws, regulations, and economic conditions that affect investments, usually acquired through an advance degree program and related work experience, is a plus
Analytical and problem solving skills are required to understand and provide investment reporting solutions

Senior Analyst Investment Analysis & Feasibility Resume Examples & Samples

Preparing financial impact models of potential WHG investments in franchised and managed hotels globally, including operating forecast models, hotel cash waterfalls, investment return analyses, and relevant sensitivity analyses
Assisting with business development activities, including preparation of key meeting deliverables and presentations, to generate new projects and support the achievement of WHG’s room growth objectives
Assessing the feasibility of proposed franchised and/or managed hotels in the WHG system
Analyzing financial statements of hotels
Conducting industry, market and competitor research
Tracking and reporting on WHG’s capital commitments to hotel development efforts
Interacting with multiple internal constituents including individuals from the development, finance, operations, and legal departments
Bachelor’s Degree required; a concentration in finance, hospitality or real estate is a plus
At least two years of real estate and/or feasibility work experience at a hotel company, consulting firm, bank, brokerage, or real estate investment firm
Financial modeling capabilities and proficiency in various types of valuation and investment return analyses
Ability to model a hotel P&L
Thorough understanding of capital markets, especially the debt markets
Exceptional drive and personal initiative
Highly analytical thinker
Strong business writing and communication skills
Strong organizational skills and ability to multitask across multiple projects and work streams under tight deadlines

Senior Analyst, Investment Risk Resume Examples & Samples

Conduct critical review and validation of the pricing models and risk models
Develop/implement ad-hoc projects across investment risk to support market/credit risk analysis under the guide of director or senior manger
Clarify/explain model risk or market risk concerns from business units or internal investment risk
Participate the long term risk modeling project
Participate in the development and evaluation of prospective product risk modeling process

Senior Analyst Investment Risk Resume Examples & Samples

Completes required annual credit write-ups for investments. Includes the eventual hiring, training and management of junior staff
Manage all administrative processes for credit monitoring system
Bachelor's degree in Business, Finance or accounting (or equivalent experience)
Minimum 3-5 years experience in regulatory compliance, auditing or other related positions
Proficiency in designing work-flow
Proficient in MS office, including Excel, Word, PowerPoint, and/or Access. Knowledge of Capital IQ a plus

Senior Analyst Investment Resume Examples & Samples

(15%) Maintains an expertise in assigned industries which support portfolio managers. Review industry publications, attend industry conferences as necessary. Candidate will be responsible for certain industries under supervision of portfolio manager, and maintains a working knowledge of the sector, the companies with in the sector and is able to rank the relative attractiveness of investment opportunities in the industry
(5 %) Reporting and Management: Adheres to established documentation cycles, prepares Board investment summaries, credit ratings change memos, bond prepayment calculations, and Note Purchase Agreement amendment requests. Assists in/performs preparation and presentation of portfolio reports. Independently develops analytical tools to assist the division in the performance of its duties. Can effectively educate less experienced analysts on aspects of credit analysis and credit processes specific to their sectors and to GWF in general
"Bachelor's degree in Business, Finance, Accounting, or Mathematics. MBA preferred

Senior Analyst, Investment Banking Resume Examples & Samples

Create and finalize new business development presentations
Assist in the production of confidential information memorandums
Work collaboratively with global deal teams across a number of regions on various cross-border transactions
Co-ordinate tasks with internal and external working teams
Prepare required internal documentation (e.g. control and compliance regulations)
Perform due diligence on financing and advisory transactions
Maintain and develop specific comparable and precedent transaction database
Assist various product groups (Debt Capital Markets, Equity Capital Markets, M&A, Leveraged Finance, Derivatives, Fixed Income, etc.) in producing marketing materials
Develop and maintain industry knowledge and stay up-to-date on industry developments
1 to 3 years’ of Investment Banking experience
A keen interest in the capital markets, knowledge of accounting principles and understanding of financial statements
Well-developed computer and financial modeling skills, which include thorough knowledge of the fundamentals of financial and valuation analysis
Superior verbal and written communication skills, with the ability to simultaneously manage numerous tasks and deadlines
Have an interest in global energy markets, particularly in the Canadian oil and gas industry
Ability to win and sustain the loyalty of the most demanding clients with confidence and good judgment
Intellectual curiosity and proactive approach to searching for new and creative ideas to implement innovative investment banking strategies
Enthusiasm for contributing to the Citi community, through teamwork, leadership, and mentoring
Commitment to their own personal success and the success of the institution as a whole

Senior Analyst, Investment Delivery Resume Examples & Samples

Provide input into the investment/platform team vision to give context on competitors, scale and complexity of proposed solutions
Specifying technology requirements for current and future products/platforms by conducting market research supported by on-going visits to customers and non-customers
Coordinate or draft the writing of business requirements for assigned projects
Drive projects to ensure delivery of functionality on time and budget

Senior Analyst Investment Fund Services Resume Examples & Samples

Manage new client transitions, fund launches, changes, closures & conversions
Manage client issues and queries in a timely and thoughtful manner
Perform Root Cause Analysis for solution recommendation
Manage and work closely with UnitholderRecodkeeping & Fund Accounting Services team to deliver seamless support to investment fund clients
Coordinate and track the preparation and delivery of Year-end receipting and filings for each fund
Coordinate Custody and Fund Accounting requirements for the annual audits of each fund
Generate Shareholder Recordkeeping requirements for the annual audits of each fund
Generate requirements for 45-106F1 reporting
Calculate Monthly Pooled Fund Assets
Coordinate and monitor the implementation/update to fund distributions
Keeping on top of regulatory and tax related changes
Liaise with Service and Mutual Funds teams to ensure expedient and proper delivery of related issues and queries
Identify existing and potential client issues and recommend initiatives or projects to resolve the issues both in a reactive and proactive manner
Demonstrate strong communication skills through developing clear, concise internal and external communications in accordance to NBCN policies
Demonstrate strong influence skills with Senior Level Portfolio Managers
Ability to work effectively to monitor, track and expedite action required for project deliverables
Cooperate with other groups in planning and executing key initiatives, and integrating delivery with the NBCN team
Liaise with Legal, Compliance, Accounting, Risk, and other partners on implementation or updating of related items
Completed College Diploma or University Degree in related field and four years' relevant work experience
Completion of Canadian Securities Course (CSC) an asset
Experience in a Leadership role an asset
Proficient user of MS Office: Word, Excel, Visio and Power Point an asset
Excellent communication and presentation skills, with fluency delivering complex qualitative and quantitative information with clarity and precision
Embraces change and is able to multi-task in a fast-paced environment under tight deadlines
Self-motivated, customer-oriented and be able to work well both independently and within a team

Senior Analyst, Investment Ops Resume Examples & Samples

Primary user contact for all front-office investment trading systems
Provide daily support to all users of investment data by fielding questions, analyzing data issues, identifying problems and assisting with implementation of the appropriate solution
Act as the conduit between the front-office users and other business, IT and regulatory teams to bridge the gaps in communication
Draws on extensive knowledge base (e.g., Bloomberg AIM, applications, and SME’s) to analyze problems of the greatest complexity and contribute to troubleshooting efforts
Research trading technologies in the market place, make recommendations to the trading desks and assist with development of requirements
Participate in and as needed lead the implementation of system, product, and process enhancements that affect investment trading systems. Work closely with team members and users to identify, prioritize, escalate and resolve system issues. Provide system expertise in the management of all investment system-related projects and requests
Adept at understanding operational nuances across multiple business units / functional areas
Additional duties, as requested
Minimum 3 years of experience in the financial service industry
Strong understanding of the buy-side and sell-side trading process, especially in the Fixed Income space
Proven ability to build and write business requirements
Ability to multi-task and work as part of a team
Strong commitment to procedures and controls
Excellent problem solving skills and proven attention to detail is required
Ability to work and function independently
Must have solid organization skills and the ability to understand new concepts quickly