Wealth Management Analyst Resume Samples

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J Franecki

Jacques

Franecki

94191 Carroll Pine

Boston

+1 (555) 433 2103

94191 Carroll Pine

Boston

Phone

p +1 (555) 433 2103

Experience Experience

Detroit, MI

Wealth Management Analyst

Detroit, MI

Murazik-Connelly

Detroit, MI

Wealth Management Analyst

Identify/enhance processes for adding new accounts and/or custodians/record keepers for Held-Away and 401k Participant Directed processing
Assisting in the MVP process by peer reviewing output from the offshore team
Assisting in further development of the MVP process
Assisting with the communication between the onshore and offshore members of the MVP team
Project managing client projects related to MVP
Fielding Manager Research related queries from consultants and other ad hoc Wealth Management tasks
Works with clients on the execution of orders in Brokerage and Advisory accounts

New York, NY

Private Wealth Management Analyst

New York, NY

Hudson-Lynch

New York, NY

Private Wealth Management Analyst

Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools
Develops presentation materials and proposals to assist Advisors in obtaining clients’ business
Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients
Independently improves and streamlines the service model and operational procedures for the team
Identifies practice management opportunities through various Firm channels
Independently assists clients with market and stock research
Prepares performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors

present

New York, NY

PBO Check Deposit Analyst, Wealth Management

New York, NY

Smitham, Klein and Schaefer

present

New York, NY

PBO Check Deposit Analyst, Wealth Management

present

Perform transactional adjustments to client accounts requiring corrections
Create and distribute daily and ad hoc reports
Handle inquiries and requests related to deposits from branches via workflow system and recorded calling system
Assist with system enhancement or new product efforts related to deposits processing
Assist with deposits system testing, as necessary
Process deposits to client and house accounts received from branches and other operations teams
Ensure compliance with deposits processing procedures and controls

Education Education

Bachelor’s Degree in Autonomy

Adelphi University

Bachelor’s Degree in Autonomy

Skills Skills

Strong IT skills with good working knowledge of Microsoft Office, including Excel
Excellent planning and organisational ability in order to prioritise and complete work in accordance to deadlines
Good analytical skills and ability to work through tasks in a logical manner
Knowledge of applicable compliance rules and regulations and firm policies
Strong time management/prioritization skills and solid judgment
Strong knowledge of MStools including Word, Excel and PowerPoint
Strong knowledge of MS tools including Word, Excel and PowerPoint
Excellent verbal, written and interpersonal communication skills
Excellent verbal and written communication skills
Outstanding attention to detail and follow-up

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15 Wealth Management Analyst resume templates

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Private Wealth Management Analyst Resume Examples & Samples

Independently improves and streamlines the service model and operational procedures for the team
Independently assists clients with market and stock research
Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients
College degree (Finance degree preferred) and 2 years of relevant work experience or 5 years of relevant work experience
Expected completion of Series 7, 63, and 65 or 66 (as required by individual states)
Additional product licenses may be required
Able to work independently and effectively on a team

Wealth Management Analyst Resume Examples & Samples

Designs and produces strategy reports and other types of communications for Advisors to use withclients and prospects as part of the overall marketing initiative
Independently develops,implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients
Prepares performance measurement for clients, which involves computing account performance,analyzing investment portfolio holdings, and generating quarterly investment performance monitors
May participate inclient/account meetings
Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisor’s book of business and identifying new business opportunities
Works with clients on the execution of orders in Brokerage and Advisory accounts
College degree (Finance degree preferred) and 2+ years of relevant work experience or 5+ years of relevantwork experience
Active Series 7, 63, and 65 or 66 (as required by individual states)
Financial industry and product knowledge preferred
Ability to measure performance of clients’ portfolios
Demonstrated leadershipskills
Strong knowledge of MStools including Word, Excel and PowerPoint

Private Wealth Management Analyst Resume Examples & Samples

2 plus years of relevant work experience in Fixed Income Sales or Financial Advisor/Client Customer Service
Understanding of financial services industry and global capital markets
Fixed Income Product Knowledge
Strong customer relationship management and servicing skills, as well as internal corporate relationship management capabilities
Working knowledge of the Fixed Income Markets and Bloomberg

AM Chase Wealth Management Closing Analyst Resume Examples & Samples

Review and understand credit requests
Ensure client reference data is correct in corporate Credit Risk Infrastructure (CRI). Ensure all systems are accurate and updated in order to support the request lifecycle
Strong relationship management and interpersonal skill, especially with Business partners
Knowledge of bank systems and loan/credit operations a plus

Wealth Management High Yield Credit Analyst D Resume Examples & Samples

Providing the preferred securities strategist with a fundamental credit view of the issuers of various $25 par preferred securities structures (including fixed-rate, perpetual QDI / DRD preferreds; subordinated notes; senior notes; and REIT preferred structures)
Performing fundamental credit analysis on a diverse group of issuers consisting primarily of non-rated, or high-yield, corporates
Developing and maintaining cash flow models for credit quality review and liquidity assessment
Developing and maintaining relationships with pertinent investor relations and corporate contacts as well as relevant advisors to ensure adequate and efficient information flow
Communicating results of credit analysis and valuation assessment to internal and external clients through published research, network calls, and client meetings, as well as internal review committee presentations
Interacting with internal partners, including the capital markets sales and trading desks in order to promote the business execution of the recommendations

Coordinating Analyst Wealth & Asset Management Resume Examples & Samples

Leverage a deep knowledge and understanding of the WAM industry and work in conjunction with assigned account/solution teams to prepare insightful analysis on trends and the implications of those trends for EY and the firm’s clients
Develop insights beyond publicly available information by interacting with account teams, clients and WAM sector influencers. Participate in client meetings, roundtables and other events
Participate in key strategic planning activities and major initiatives, including pursuits. Focus on mapping sector issues to existing EY services and identifying new revenue opportunities for the firm
Build strong relationships with priority accounts/solutions and collaborate with client service partners (CSPs) and their teams to bring insight and perspective to priority engagements
Proactively alert CSPs regarding tactical and strategic changes amongst key accounts and assess the impact of those changes for assigned WAM groups
Proactively deploy content to relevant sector communities through active engagement, presentations and other knowledge sharing activities
Strong knowledge of the global WAM industry, with deep understanding and experience of at least one or more sub-sectors within the Industry (e.g. regulated funds, alternative funds, asset servicing)
Demonstrated ability to interface with all levels of account leadership as well as clients at a senior level
Instinctive understanding of internal customers and external clients' needs and concerns; ability to respond with a sense of urgency
Superior ability to analyse information coherently and succinctly. Able to bring together a variety of perspectives and sources and develop a compelling point of view that drives results
Talented at understanding multiple business drivers
Demonstrates an ability to use quantitative methodologies to review data inputs to produce analytic insights
Excellent teamwork, relationship-building and leadership skills. Must be able to create, and operate effectively within, a high-performance virtual team, motivating and cultivating analysts and researchers in a global and multi-cultural environment
Will be asked to lead the global WAM SMI team
Will be asked to serve as counselor or mentor to less experienced or lower ranking analysts and specialists
May also be asked to line manage junior team members, as well as project-managing teams for specific initiatives
Extensive experience in strategy, business analysis, management consulting or business performance advising with wealth/asset managers – either in-house or as a consultant
Excellent verbal and written communication skills, with proven ability to explain complex concepts in a crisp, clear, concise and graphic rich style. Strong, executive-level presentation skills
Advanced skills in Word, Excel, PowerPoint, Outlook and Lotus Notes

PBO Check Deposit Analyst, Wealth Management Resume Examples & Samples

Process deposits to client and house accounts received from branches and other operations teams
Ensure receipt and disposition of all physical checks are appropriately logged
Handle inquiries and requests related to deposits from branches via workflow system and recorded calling system
Create and distribute daily and ad hoc reports
Review, accept, reject, modify deposits for acceptability using deposits workflow tool
Perform transactional adjustments to client accounts requiring corrections
Assist with deposits system testing, as necessary
Assist with system enhancement or new product efforts related to deposits processing
Ensure compliance with deposits processing procedures and controls
Liaise with branches and vendor to support remote deposit capture daily production volume
Client-centric and a Team Oriented player
Must be able to work under pressure in a time sensitive environment
Proficiency in Microsoft Office: Excel, Word, PowerPoint

International Wealth Management Analyst Resume Examples & Samples

Bachelor’s degree and a minimum 2-4 years of industry experience, preferably in wealth management or private banking
International client or cross border securities or capital markets experience and/or cultural knowledge
Registration licenses required (e.g., Series 7, 63 (or 66)) securities licenses required or to be obtained after taking the role
Strong collaboration skills across both the corporate and field structures
Broad understanding of and/or strong interest in the international markets
Foreign language skills a plus (Spanish and/or Portuguese)
Strong Microsoft Excel, Powerpoint and Word skills
Strong organizational and problem solving skills

VP Wealth Management Credit Analyst Resume Examples & Samples

Manage a team of two Credit Associates covering daily exception monitoring of trading overages associated with securities based lending and traded products and the management of departmental account renewals
Interact with Financial Advisors (FAs) throughout the U.S to obtain client financial information in support of the renewal of existing credit facilities
Within individual credit authority levels, approve the renewal of credit facilities for securities based margin loans, listed options, futures/fx and short market trades
Assist in developing PowerPoint presentation decks for senior management. Excellent PowerPoint, Excel and Access knowledge is required
Bachelor’s degree, MBA in Business Administration preferred
Finance or Quantitative Analysis preferred
5-10 years of credit experience working at a brokerage or banking institution
Demonstrable knowledge base of all major financial markets product areas including listed and OTC derivative markets, equities, fixed-income bonds, structured and alternative investments
Familiarity with how these products are treated in credit risk management frameworks
Solid work experience dealing with Bloomberg risk analytics and risk reporting models
Strong verbal and written communication skills,
Ability to manage junior Credit Associates, lead projects and work streams

Senior Analyst, Wealth Management Resume Examples & Samples

Producing high-quality research reports monthly
Regularly securing speaking engagements at industry and client conferences and events
Becoming a source of reference for the trade and top-tier press

Reserach Analyst Wealth & Asset Management Resume Examples & Samples

Provide thought provoking analysis and understanding of the WAM domain, with responsibility for the execution of initiatives based on a good knowledge of the WAM domain’s dynamics and drivers. Senior Analysts provide their own point of view and basic insights in their deliverables
Together with the WAM Knowledge Manager, proactively alert stakeholders and internal customers regarding changes amongst key clients and competitors, and assess the implications of those changes for key stakeholders and their teams
Provide research and analysis support to major pursuits, including working with other EY Knowledge and Global Markets teams to deliver relevant analysis on market sizing, market share and market performance
Collect and analyze information from internal and external subject matter experts through various techniques - face-to-face interviews, telephonic interviews, electronic surveys, etc
Develop project plans and manage projects, including objectives, timelines, milestones, priorities, team member responsibilities and work products. Monitor progress and regularly update stakeholders on potential overruns and changes; re-negotiates timelines, scopes changes and budgets if necessary
Identifys cross-sector point of view (POV) sharing opportunities and seeks opportunities to collaborate with other domain teams on issues that cut across EY's business activities
Support the collection of benchmarking data from pursuits, engagements and proprietary research to enhance the depth of data available on the EY Benchmarking database and to the broader firm, and use data from EY Benchmarking to support WAM priorities
Strong focus on research competency with active participation in R&I competency development offerings related to research leading practices
Able to synthesize and analyze information coherently and succinctly. Able to bring together a variety of perspectives and sources across the WAM domain to deliver impactful analysis that supports business priorities
Demonstrates expertise in information sources relevant to the WAM domain
Demonstrates ability to use both qualitative and quantitative research and analysis methodologies, including financial analysis skills, to synthesise information, review data inputs and provide meaningful analysis on the subject
Adept at using strategically sound analytical methodologies and capable of coaching less-experienced team members to improve their skills in research, analysis, data analytics and visualisation
Understands the firm’s go-to-market strategy and service delivery models, how core business services support the business, and how knowledge analytics and measurement enables exceptional client service and high performing teams
Understands EY Vision 2020 and Knowledge Transformation, and ensures key knowledge research and insights activities are aligned to them
Good project and time management skills with the ability to complete multiple tasks and meet deadlines
Expert in information sources relevant to the WAM domain
Able to explain difficult concepts in a clear, concise and graphic-rich style, using appropriate analytics and visualization tools
Understanding of internal stakeholders and external clients' needs and concerns; responds with a sense of urgency
Ability to take ownership for delivering customised projects with a degree of autonomy; adept at working on a number of projects simultaneously
Review the work of colleagues and share feedback
Help to cultivate a high-performance teaming environment with analysts in a global, multi-cultural and virtual environment
3-5 years’ experience in strategy, business analysis, industry research, management consulting or business performance, advising organisations in the WAM domain

Private Wealth Management Summer Branch Analyst Resume Examples & Samples

Work closely with Operations, Risk and Business Development teams
Support branch management team
Work closely with the Service Centers of various branches within Complex
Provide marketing and sales support to branches and their teams
Perform market research

Wealth Management Analyst Resume Examples & Samples

Coordinates resolution of complex issues/concerns received from the client with input from senior team members
Identifies practice management opportunities through various firm channels
Establishes and cultivates relationships with new clients and proactively helps to resolve issues and concerns
Provides support on products and services
Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor
May utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with the Financial Advisor
College degree and 5+ years of relevant work experience or 10+ years of relevant work experience
If required, maintain CFP or CFA designation

Wealth Management Analyst Resume Examples & Samples

Assisting in the MVP process by peer reviewing output from the offshore team
Project managing client projects related to MVP
Assisting with the communication between the onshore and offshore members of the MVP team
Assisting in further development of the MVP process
Fielding Manager Research related queries from consultants and other ad hoc Wealth Management tasks
Proven experience of working as an Analyst within the Investment industry
Good analytical skills and ability to work through tasks in a logical manner
Educated to degree level (minimum 2:1) and ideally studying/willing to study towards CFA qualification
Investment Management Certificate (IMC) - desirable

PWM, Wealth Management Professional, Analyst Resume Examples & Samples

Strong interest in the financial markets
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity
Series 7 and 63 required (must be obtained within three months of employment)

Wealth Management, Covenant Risk Analyst Resume Examples & Samples

Identification of facilities with covenants – streamline/improve process to identify and on-board (new and modification) covenant calculations and tracking items into CLASS
Covenant Set Ups – Establish covenant framework in CLASS for monitoring, including more complex elements such as Debt Service Coverage, Liquidity, and FIV/NAV/AUM reduction
Manage daily correspondence from front office and Credit Executives
Manage Discrepancy reporting and resolution, working with responsible Capital Advisors and Underwriters
Metrics – Manage core operations metrics for both risk and capacity
Strong Excel and data manipulation skills a plus
Service-Oriented

Wealth Management Americas Risk Analyst Resume Examples & Samples

Be accountable for the monthly WMA Risk Report
Master’s or BS degree in mathematics, statistics, economics or business/finance
Prior professional experience in risk management, finance or accounting
Ability to query, manage, and analyze data a must; knowledge of SAP Business Explorer, MS Access, VBA, SQL, and Business Objects a plus
Good written and verbal communication skills. Ability to explain complex issues clearly and intuitively
Team player. Self-starter

Wealth Management Americas Risk Analyst Resume Examples & Samples

Bachelor's or Master's degree in mathematics, statistics, economics or business/finance
Prior professional experience in risk management, finance or accounting a plus
Ability to query, manage, and analyse data a must; knowledge of SAP Business Explorer, MS Access, VBA, SQL, and Business Objects a plus

Wealth Management Chase Wealth Management Closing Analyst Resume Examples & Samples

Review and understand agreement terms post analysis and credit approval
Ability to review processes and recommend process improvements
Strong teamwork
Strong individual initiative
Solid understanding of legal documentation, and/or closing activities within the credit lifecycle

Wealth Management Analyst Resume Examples & Samples

Replicating/reporting all positions and transactions held with outside custodians to the appropriate CTC Held-Away Trust account through multiple communication channels – automated interfaces between custodians, extractions from custodian websites, client statements
Replicate/reporting of all 401k Participant Fund Options through record keeper and/ or custodian through automated interfaces between custodians, extractions from record keeper web sites, record keeper statements
Research and resolve any out of balance situations between the outside custodian or record keeper and CTC on a timely basis
Identify/enhance processes for adding new accounts and/or custodians/record keepers for Held-Away and 401k Participant Directed processing
Identifying areas of efficiency/automation within daily processes/procedures to ensure a scalable solution for our clients
Cross-Train on appropriate functions within the Securities Processing area to assist during periods of high volume and absences
10 key by touch

Analyst, Global Wealth Management Resume Examples & Samples

Provide product information and sales support to clients and prospects
Gather critical data to respond in writing to client information requests
Work closely with Global Wealth Management Associates and Account Managers to offer overall support and follow up
Support Account Managers with all on-going sales, servicing and communication with clients and prospects
Demonstrated proficiency with Microsoft Excel
Strong interest in the financial markets, macroeconomics, and investment finance
Ability to articulate ideas/strategies clearly, both verbally and in writing
Personable, ability to develop client relationships into strategic partnerships
Ethical, collaborative, organised, self-starter, accountable, flexibility to adapt in a changing environment

Analyst, Private Wealth Management Resume Examples & Samples

Experience in a support role for a Private Wealth business
Proficient in using MS Office, Excel and Word
Strong interpersonal skills and demonstrated client service ethic
Ability to plan and priorities to meet deadlines in a fast-paced environment
Relevant degree qualifications or Diploma in Financial Services (DFS1-4)
RG146 compliant, or desire to complete RG146 accreditation in the near term

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