VP, Advisory Resume Samples

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D Lesch

Damaris

Lesch

64524 Chester Court

San Francisco

+1 (555) 178 8814

64524 Chester Court

San Francisco

Phone

p +1 (555) 178 8814

Experience Experience

Houston, TX

VP-valuation Advisory

Houston, TX

Daniel-Kutch

Houston, TX

VP-valuation Advisory

Relationship-focused (with clients, peers, management, etc.)
Excels in a team-oriented work environment
Shows creativity in problem solving
Professional presence
Property taxation
Intellectual property disputes
Fairness and solvency opinions

Phoenix, AZ

VP, Gfcc LOB Advisory

Phoenix, AZ

Welch Group

Phoenix, AZ

VP, Gfcc LOB Advisory

Case building through logical thinking, factual analysis and self discovered research to substantiate an opinion
Ongoing awareness and education to the business through case issue resolution of the financial crime risk across LOB / region
Conduct regular AML training on Firm's policies and procedures to business staff in line with Regional and Global AML Programs
Provide AML LOB Advisory guidance, risk based solutions to complex regional business issues/initiatives
Written or verbal presentation of recommendations, articulation of arguments supported by documented analysis to convince/challenge the business on recommended actions
Deal on a timely basis with enquiries from Regulators, Law Enforcement Bodies and internally from the business
Perform risk-based and cross-LOB analysis focused on product, client/customer, industry sector and geography, which may include thematic analysis driven by multiple internal and external sources

present

Philadelphia, PA

VP, Sanctions Escalations & Advisory

Philadelphia, PA

Rogahn, Goodwin and Mosciski

present

Philadelphia, PA

VP, Sanctions Escalations & Advisory

present

Identify and execute areas to improve efficiency, control and governance within the team
Provide updates to senior management on the overall effectiveness of program
Provide feedback mechanism to Central Utility and LOB on false positives
Maintain and provide approvals as requested for Sanction list application (transaction & client)
Work with government agencies to evolve policies and standards
Provide advice and consult with LOBs to ensure U.S. and non-U.S. Sanctions standards and policies are effectively implemented and adhered to, in the region
Assist in implementation of AML related projects and support other AML units on an ad-hoc basis

Education Education

Bachelor’s Degree in Finance

Michigan State University

Bachelor’s Degree in Finance

Skills Skills

Accountability and ability to multi-task
Ability to train and motivate staff
Intermediate/advanced understanding of pertinent financial reporting guidance related to purchase accounting and goodwill impairment
Excellent verbal and written communication skills
Professional presence
Entrepreneurial
Relationship-focused (with clients, peers, management, etc.)
Positive and enthusiastic attitude
Excels in a team-oriented work environment
Shows creativity in problem solving

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12 VP, Advisory resume templates

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VP Credit Restructuring & Advisory Group Resume Examples & Samples

Oversee the development and implementation of a new LGD Model for Corporates & FIs. Lead discussions and working groups with QA, the Front Office and IVU to discuss data quality & collection efforts, regulatory requirements and appropriate model drivers. Present regular updates and findings to senior management,
Collect internal default data, and liaise with 3rd party default data providers to plan, design, build and maintain a Default Database that supports several Credit Risk models,
Oversee the design and implementation of LGD and EAD model outputs for the new impairment accounting standard (IRFS 9) on behalf of the model owner,
Design and production of CRAG reporting systems
Work with the LGD Model Owner, Front Office, QA and IVU to develop and implement new LGD and EAD models. The models will need to address shortcomings in the current model, be taken through internal governance and be presented to the Regulators for approval. The successful candidate will need to lead high-profile working groups during the planning stage, and act as the first point of contact for the Front Office and Credit Risk after implementation
Collect internal and external default information for addition to a Default database. Assist with the design, development, testing and roll-out of the Default Database to the Investment Bank and other Barclays clusters
Review and monitor the quarterly performance of the current CRAG-owned Loss Given Default (LGD) and Exposure at Default (EAD) credit-risk models. Mange the annual validation process, including responding to GMC & EMC committee actions
Perform ad-hoc analysis on the CRAG portfolio
Support CRAG team members on cases as required

Gwm Discretionary & Advisory Product Development VP Resume Examples & Samples

Partner with the Asset Class Leaders to define new business priorities
Manage the product pipeline and prepare updates for senior management
Create partnerships with various teams including Legal & Compliance, Portfolio Management/Manager Selection, Investors and Bankers, Risk, Marketing, Technology & Operations, Finance, and Business Management
Ability to manage complexity, multi-task, manage multiple projects and deliver solutions to a tight deadline

VP, Sanctions Escalations & Advisory Resume Examples & Samples

Set policy and standards for effective program execution and coordinate recertification of APAC Sanction procedures and SLAs
Provide advice and consult with LOBs to ensure U.S. and non-U.S. Sanctions standards and policies are effectively implemented and adhered to, in the region
Advising on and resolving non-U.S. sanctions issues in conjunction with the local Legal team, as appropriate, in the region
Feed and participate in functional governance sub committees as appropriate – regional and global level
Maintain and provide approvals as requested for Sanction list application (transaction & client)
Escalating to AML List Screening those OFAC matters requiring general advice, and preparing and submitting OFAC block and reject reports, as required
Provide oversight and control to APAC Sanction metrics and assist with regulatory reporting as required
Provide feedback mechanism to Central Utility and LOB on false positives
Review and approve filter settings and oversee implementation
Identify training needs across the APAC Sanctions team
Work on regular or adhoc meetings, communications or offsites
Identify and execute areas to improve efficiency, control and governance within the team
Help with structure and organization of the APAC Sanctions team
Provide updates to senior management on the overall effectiveness of program
Work with government agencies to evolve policies and standards
Minimum 7-8yrs of relevant Compliance management experience in Risk or AML related discipline preferably with a global financial institution
Sound knowledge of AML / Financial Crime regulations in APAC, including in-depth practical experience in implementing/advising on OFAC/Sanctions

VP-eca Deal Advisory Resume Examples & Samples

Support ECA Origination: lead and coordinate financing proposals and support presentation of ECA solutions to customers; screen business order plan for potential ECA financing opportunities
Serve as an advisor to customers, GE's local sales teams and GE's local finance teams on all aspects of ECA financing including channel partner selection
Structure and execute ECA advisory mandates; maximize revenue from advisory fees
Engage ECA's in all deal phases: Application; Approval; Certification; Documentation; and Disbursement
Optimize funding strategy for each deal (ECA direct loan, guaranteed commercial lender, PEFCO, guaranteed bonds, etc.) and coordinate closing with selected funding source
Bachelor's degree and financial services experience in ECA Finance, Trade Finance, Deal Structuring or related experience
Understanding of GE's Power & Water business, product line and sourcing/manufacturing strategy
Experience dealing with multi-sourced ECA transactions
Project Finance experience
Proven ability to execute in a dynamic environment; results oriented
Fluent French and/or German language speaker would be desirable

VP-convertible Securities Advisory Group Resume Examples & Samples

Execution of convertible (debt and preferred) exchange and restructuring transactions
Preparation of pitches, focusing on complex situations
Leveraging knowledge of convertible security from modeling, pitching and legal/tax/accounting perspectives
Training, managing and recruiting more junior resources
Oversight for process improvement of internal tools, focused on measuring and improving key efficiency metrics
Undergraduate degree /strong foundation in finance, economics, mathematics, engineering, statistics, research, or accounting
Three to four years of Analyst/Associate-level experience in an investment banking product area, whether debt, equity, derivative or M&A that emphasizes building and improving quantitative models
Strong understanding of the key legal, accounting, tax or process-related requirements or constraints relating to the aforementioned product area(s)
Familiarity with deal lifecycle -- from (i) product development and refinement; (ii) pitch process and refinement; (iii) execution process and refinement
Familiarity with and/or ability to interface with sales/trading or syndicate desks on day-to-day management of pitches as well as execution
Ability to manage multiple critical projects – can produce work product independently and delegate effectively
Facility with the general requirements of “pitching” process in terms of production and presentation
Facility or experience with improving work product output or data base management skills
Top academic performers who are willing to work hard in an unstructured environment, which values initiative, maturity and enthusiasm for learning

CIB Ratings Advisory, VP Resume Examples & Samples

Perform detailed credit and financial analysis of specific companies in order to assess ratings implications of actual or potential transactions,
Present analysis to clients in order to deepen their understanding of key ratings considerations and drivers with the objective of helping the bank develop "trusted advisor" relationships across a range of critical topics
Serve as a subject matter expert for the bank with respect to rating agency-related matters, including developing ratings views for underwritten transactions
Develop financial models and tools to advance the team's capabilities and speed of execution
Work collaboratively with other members of the CFAS and banking teams to develop pitch materials for client meetings
Research into ratings topics and ability to quickly formulate an informed opinion is also key
Significant travel is expected to be required as part of this function
Excellent credit analysis experience
Strong understanding of accounting, financial statement analysis and various corporate finance topics
Deep understanding of rating agency methodologies, processes and models (e.g. loss-given-default, recovery) from at least one of Moody's, Standard & Poor's or Fitch
Advanced MS Excel, Word, and PowerPoint
Ideally 5-10 years experience preferably at a ratings agency or in a similar role
Previous experience with financial modeling and Credit Analysis

VP, Head of Asia Pacific KYC Advisory Resume Examples & Samples

Minimum 10 years of relevant senior Compliance management experience in Risk or KYC related discipline preferably with a global financial institution
Expert in KYC regulation and guidance across APAC region including in-depth practical experience implementing / advising on screening requirements
Experience in regulatory investigations, exam and audit management
Experience in handling US regulatory matters (e.g. Office of the Comptroller of the Currency, Office of Foreign Assets Control) and global/regional implementation preferable

Private Bank-capital Advisory, VP / ED Resume Examples & Samples

Degree holder or above
8+ years experience with bank loan, mortgage, loan, credit and derivative products
Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning
High level of analytical skills, including financial analysis
Ability to identify and analyze credit opportunities and the attendant credit risks
Familiarity and expertise with credit documentation
Ability to maintain a balance between marketing and credit risk roles
Expertise in credit and derivatives transactions
Experience in structuring complex transactions
Completion of formal credit training program
Written and spoken fluency in English, Cantonese and Mandarin; knowledge and experience in doing credit business in China

VP-srp Advisory Resume Examples & Samples

Co-ordination with Treasury Disciplines to ensure they are appropriately engaged in relevant discussions; co-ordination of outbound analysis and guidance to ensure Treasury ‘speaks with a single voice&#8217
Support coverage teams and business line Treasurers with all structural reform related issues
Assist in education of Treasury on Structural Reform related changes. This will include
Preparation of education packs
Liaise with Group Resolution, Regulatory Policy and Legal to help interpret and understand the impact of regulatory updates thus ensuring Treasury’s views are reflected in any external responses/lobbying
Answering adhoc queries from Treasury services and disciplines
Be the point of contact for mapping and traceability of all structural reform rules from a Treasury standpoint and liaise with Legal teams across all Legal Entities and well as from a Group perspective
Provide support and advice to stakeholders in Treasury to support development of appropriate Treasury risk management capabilities in response to legal entity requirements
Deliver & Co-ordinate Treasuy input into the a variety of legal entity designs and set up and liaise with other functions (e.g. legal, operations, risk, tax) to ensure high quality and consistent deliverable
Support delivery of Treasury input into the design and execution of transfer schemes for all entities post structural reform
Share information with other teams within the Treasury Structural reform team - Project Management, Infrastructure Development, BPLC Legal Entity Team, Target Operating Model, Governance & Quantitative Analytics
Assist where required with input into board/exco updates on SRP

VP, Gfcc , CB & CIB KYC Advisory & Review Resume Examples & Samples

Provide KYC Advisory guidance, risk based solutions to complex regional business issues/initiatives
Provide guidance on KYC policies and regulations and liaise with Business and Supporting Functions for day-to-day Compliance-related escalations and questions
Execute daily routine of KYC approvals and tracking
Assist in the development, coordination and implementation of the AML training and testing programmes for the firm. Provide guidance and advice to the business on their responsibility for complying with all relevant laws, regulations and firm policies in the assigned locations
Partner with global counterparts to ensure a consistent global program through the regions
At least 6-8 years work experience in a compliance, legal, risk management, client onboarding or control function – preferably gained in a global financial institution
Must be a self-starter, pro-active, organized, with a keen eye on details and have the ability to work independently at a local, regional and global level

VP-chicago Midwest Advisory Resume Examples & Samples

BA/BS required; MBA preferable
Ideal candidates will have two/three years of M&A experience at the Associate level
High-level organizational abilities
Leadership qualities

Senior VP / VP-valuation Advisory Resume Examples & Samples

Preparing written valuation reports for client presentation
Relationship-focused (with clients, peers, management, etc.)
Positive and enthusiastic attitude
Shows creativity in problem solving
Accountability and ability to multi-task
Self-motivated with a strong work ethic

Associate / VP-valuation Advisory Resume Examples & Samples

Managing projects and supervising analysts and part-time interns
Performing corporate and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, and stock option analysis
Drafting fairness opinions
Developing client interaction and participating in due diligence meetings
Analyzing general economic conditions and industry specific conditions and trends
Intermediate/advanced understanding of economics, financial theory and/or principles of accounting
Strong technical and analytical skills

VP / Senior VP-valuation Advisory Resume Examples & Samples

Managing projects and supervising associates, analysts and part-time interns
Performing corporate and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, and stock option analysis
Conducting company, industry, and economic research
Participating in the hiring and training of analysts
Proficient computer skills (primarily Excel, Word, and PowerPoint)

Assistant VP-trade Advisory & IBC Resume Examples & Samples

Client Management
Bachelor’s degree – 10+ years of experience in Trade Operations/ Services/Advisory/ Compliance roles or
Post Graduate (preferably Finance) – 6+ years of experience (Trade Operations/ Services/ Services/Advisory/Compliance roles)
Comprehensive understanding of UCP, ISBP, URR, Trade Services Products, AML/Sanction programs and Trade Finance Products

VP Advisory / RIA Systems Resume Examples & Samples

Develop, in partnership with enterprise architecture and other senior managers, and execute on an overall Advsiory strategy
Collaborate with enterprise architecture to ensure solutions and platforms are designed with capability and supportability
Develop positive relationships with business partners to better understand their needs, manage expectations, and deliver value-add solutions
Provide leadership and guidance in all team development efforts for successful project delivery and application and platform support
Collaborate with other teams (technical and non-technical) to ensure successful project delivery and adherence to SDLC processes
5+ years in a technical management capacity for a large enterprise with a high performing technical team
10+ years of professional software development experience
Bachelor's Degree in Computer Science, Business Administration, or a related field
Proven ability to manage resource allocations across production support, maintenance, and new development activities
Expert on advisory systemsand platformsincluding but not limited to fee billing, quarterly performance reporting, portfolio accounting, model creation, rebalancing, etc
Strong understanding of mutual funds, stocks, separately managed accounts, alternatives and ETFs
Expert in the Registered Investment Advisor (RIA) and Investment Advisor business model
Familiarity with Portia and fiservSecurity APLis a plus
Strong knowledge inFront and Middle Office Technology
Strong verbal and written communication skills with both technical and non-technical audiences
Experience working within both Agile and Waterfall methodologies

VP-private Capital Advisory Resume Examples & Samples

Performing market analyses to generate potential new business leads, preparing meeting materials and participating actively in meetings with prospective clients
Analyzing alternative investment portfolios, including intensive company and fund modeling
Preparing transaction information (e.g. memoranda, data room materials, investor presentations)
Providing overall management of active transactions, including daily oversight of junior deal team
Communicating and negotiating with prospective buyers and coordinating client interactions between other Lazard professionals
An MBA and five years of investment banking, secondary advisory, investing or similar experience
The proven ability (through multiple similar assignments) to lead complex transactions and teams through a process leading to completed advisory assignments or investments
A strong and demonstrable analytical background; and will be
An effective presenter, communicator and writer

VP-advisory NA Resume Examples & Samples

Focused on both origination as well as execution efforts
With respect to the origination efforts, the Vice President candidate would manage the entire process of preparation of origination materials (including writing industry themes, market updates, as well as, financial analyses) as well as assisting and playing a role in presenting ideas in meetings
With respect to the execution efforts, the Vice President candidate would manage day to day operations of executing all aspects of an M&A transaction (preparation of information materials, conducting financial analyses, coordination with outside lawyers/accountants, assisting the team on client matters on a day to day basis) whether it is a buy-side or a sell-side deal
The candidate will work closely with the Managing Director and the Associate team member on transactions, marketing, research, pitch preparation, and deal execution
Prime focus will be idea generation and transaction execution, as well as overall team leadership
Series 79 and 63

VP, Rating Advisory, Treasury & Markets Resume Examples & Samples

Provide quality and timely advice and indicative rating assessment for any potential credit bond offering to support fixed income pitching activities, sourcing, marketing and origination of debt capital market (DCM) mandates
Work with fixed income origination on any credit enhancement structure to facilitate the bond issuance
Liaising with the rating agencies for fee, rating process, rating result and any follow up procedures regarding bond issuance
Provide indicative rating assessment for any potential client
Provide support as required to fixed income sales and trading teams for the execution, distribution and pricing of debt capital market mandates, including providing credit brief on public and private deals and participating in investor interactions
Provide value-adding strategic advice and effective execution of rating advisory mandates, including preparation of materials, coaching of management and advice on structural issues, with the aim to optimize the rating outcome for clients
Explain procedures to customers and advise on conditions or terms which require special attention on rating prospect
Advise on any re-tap of the financing plan of the client with rating relationship

VP, Valuation / Advisory Resume Examples & Samples

Developing client relationships
Analyzing the assessed values of client owned properties
Representing clients in front of appraisal districts and other taxing authorities
Providing property tax consulting services
Minimum of 2 years of experience in providing commercial real estate property tax services
Have or seeking an advanced designation

VP, Advisory Customer Engagement Resume Examples & Samples

Understanding and driving the core business strategy, including revenue and cost drivers, customer engagement metrics, budget management, talent management, and end-to-end sales, service and operations delivery
Cultural ambassador for a fast paced, technology-enabled, customer-centric financial services work environment. Not the traditional broker dealer sales, service, and operations culture
Close collaboration with cross-functional teams to build out the sales, service and operations teams from inception
Strategic communication, willingness to learn and intelligent risk taking
Establishing goals and driving inbound and outbound needs-based planning and solutions/product sales
Emphasizing excellence of inbound and outbound service teams with technology and financial expertise
Build and lead an integrated operations team to facilitate a highly interactive customer experience
Delivery, planning, metrics driven management
Organizational design, development and hiring of key staff
Bachelor’s degree in Finance, Marketing, Operations or equivalent; MBA preferred
Minimum 10 years of experience in financial services sales, service and/or call centers
Demonstrated strong communication and partnering skills with internal and external stakeholders
Deep financial product knowledge and experience
Series 7, 65 or 66 or equivalent strongly preferred
Excellent time management / organizational and negotiation skills
Proven coaching and development skills
Strong leadership skills in building, motivating, and operating a large and diverse team
Strong strategic skills with gets hands dirty mindset. Both a planner and a doer

VP Advisory Portfolio Solutions Resume Examples & Samples

Identify third party manager opportunities to develop unique portfolio solutions that respond to field need and growth
Develop and innovate new investment product options for use in portfolios solutions for CG and Custom, delivered by PPG to support a single portfolio construction environment to scale business
Develop and maintain single FA application to support CG portfolio search, selection, and customization of investment product
Core partner in Advisory investment committee administration, as well as working with internal portfolio and asset management teams to coordinate CG Portfolio offerings
Responsible for Channel Development for overlay utility, identifying channels and solutions for new growth opportunities and executing on same
Participate on field marketing calls and provide updates on third party portfolio menu changes
Participate in top advisor educational offsite seminars
Plays a key role in growing Advisory platform AUM
Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
Possesses a good understanding of the firm’s resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Has the ability to effectively apply product/business knowledge to recruiting efforts
Education and/or Experience
Licenses and Registrations
Active Series 7, 66 (or 63 and 65) and 24 registrations
Extensive knowledge of Advisory services (i.e. SMA, UMA, Overlay implementation)
Experience managing third party relationships
Ability to interact with senior management team, Financial Advisors, support staff, third party relationships, and corporate and field personnel as needed
Ability to own projects and lead teams in day to day activities
Ability to organize and prioritize work, meet deadlines, and complete projects

VP, CIB KYC Advisory & Review Resume Examples & Samples

Contributes to the ongoing review and update of applicable KYC policies and procedures
Exposure to AML, ATF, PEP, ABC and Sanctions issues
Demonstrated ability to effectively consult to obtain desired results
Strong research skills, familiarity with Word, Excel, and PowerPoint
Familiarity with the various US, EU and APAC regulatory regimes applicable to the banking industry. Knowledge of cash management, investment banking and corporate banking or some experience with the corresponding banking business will be a plus

VP, Correspondent Banking Advisory Resume Examples & Samples

Strong knowledge of AML/CFT and banking regulatory requirements in the ASEAN & South Asia regions
Language: English (oral/written)
A team player with a strong sense of loyalty and commitment to quality

VP-valuation Advisory Resume Examples & Samples

Financial, tax, and regulatory requirements
Purchase price allocation (SFAS 141) and goodwill impairment studies (SFAS 142)
Employee stock ownership plans
Mergers and acquisitions
Fairness and solvency opinions
Estate and gift taxation
Intellectual property disputes
Shareholder disputes
Property taxation
Feasibility studies
Financing purposes
Advanced understanding of valuation concepts, financial theory and general accounting issues
Intermediate/advanced understanding of pertinent financial reporting guidance related to purchase accounting and goodwill impairment
Ability to train and motivate staff
Advanced computer skills (primarily Excel and Word)
Entrepreneurial
Excels in a team-oriented work environment
Professional presence
An Equal Opportunity Employer**

Sanctions Advisory, VP Resume Examples & Samples

Providing sanctions advice on customers, products, and transactions
Providing sanctions subject matter expertise with regard to systems that impact sanctions compliance to include sanctions screening systems
Ensuring issues are escalated and documented
Providing guidance and assisting with risk assessments, training, testing, and audit matters as needed
Support general compliance activities across the organization and other duties, including special projects, as assigned
Minimum of 4 years of experience working in sanctions compliance at a financial organization and/or in a regulatory agency charged with sanctions oversight; experience working at the Office of Foreign Assets Control (OFAC) is highly desirable
Ability to maintain effective working relationship with regulators externally and key internal stakeholders in a global, cross-cultured matrixed environment
Ability to communicate effectively is required
Bachelor’s degree required. JD or MBA desirable

VP, Gfcc LOB Advisory Resume Examples & Samples

Implement, develop and ensure adherence to the BSA/AML requirements
Provide AML LOB Advisory guidance, risk based solutions to complex regional business issues/initiatives
Case building through logical thinking, factual analysis and self discovered research to substantiate an opinion
Perform risk-based and cross-LOB analysis focused on product, client/customer, industry sector and geography, which may include thematic analysis driven by multiple internal and external sources
Written or verbal presentation of recommendations, articulation of arguments supported by documented analysis to convince/challenge the business on recommended actions
Ongoing awareness and education to the business through case issue resolution of the financial crime risk across LOB / region
Deal on a timely basis with enquiries from Regulators, Law Enforcement Bodies and internally from the business
Assist in implementation of AML related projects and support other AML units on an ad-hoc basis
Follow-up market developments and new AML rules/regulations; work with Business and Control Functions to ensure new rules are appropriately implemented & monitored
At least 4-6 years work experience in a compliance, legal, risk management, client onboarding or control function – preferably gained in a global financial institution
Sound knowledge of AML regulations across APAC region (including Sanctions and Anti Bribery)
Strong management and leadership skills, ability to effective manage regional inititatives
Previous exposure to a diverse and international work environment

Senior VP / VP-capital Advisory, Asia Resume Examples & Samples

Either a Senior Vice President or Vice President role will be offered based on the experience level of the candidate
Extensive experience in capital markets activity for corporate and project finance and complex deal structuring
Demonstrated understanding of due diligence committee processes required to approve capital market transactions
Effective oral and written communication skills at all levels; able to make executive level presentations, interact with wide global investor base and governmental bodies
Strong financial modeling, credit analysis, and cash flow skills
Bachelor’s degree (minimum) in economics, finance, accounting or engineering; and
Minimum 10-12 years of transaction experience, ideally gained in an investment banking or private equity setting. Those with a Masters (MBA) or CFA desirable
Emerging capital markets experience and strong energy related experience
Experience working in a matrixed organizational environment
Self-starter with strong desire to work cooperatively with others and get the job done; and
Fluent English speaker; some Asian language capability is preferred

Assitant VP-trade Advisory Resume Examples & Samples

CDCS
Bachelor’s degree – 10+ years of experience in Trade Operations/ Services/Advisory/ Compliance roles or Post Graduate (preferably Finance) – 6+ years of experience (Trade Operations/ Services/ Services/Advisory/ Compliance roles)
Strong attention to detail is required to ensure the data privacy of our client information

VP-advisory Product Development & Management Resume Examples & Samples

15+ years' experience in financial services industry, focused specifically on Advisory product development and management
10+ years' experience people leadership experience
10+ years' experience leading large and complex projects with significant technology requirements

VP, Advisory Resume Examples & Samples

To provide the integral function of facilitating and promoting Fixed Income product ideas
Educate/advise/update RMs and ICs on FI products
Conduct regular credit/Interest Rate market update for Investment Counsellors / RMs
Good interpersonal & communication skills
Willing to coach, support, and work as team with marketing staff & other product arms of the bank in achieving sales target
Ability to listen & understand client’s requirements
Product knowledge of the specialized area
Good understanding of banking & financial knowledge
Good understanding of the assigned product’s selling & regulatory requirements
Good track record of product advisory in specialized products & creation of investment strategies

Advisory Platform Analyst, VP Resume Examples & Samples

Create effective and timely Technology based solutions to serve the business
Manage projects from idea creation through deployment including identifying
Understanding of SDLC and Agile development processes
Analytical skills, problem-solving skills, and an eye for details
Leadership skills to effectively manage resources to achieve best outcome
Resource allocation and budgeting

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