Advisory Associate Resume Sample

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Evert Runolfsdottir
5341 Kohler Mountains,  Philadelphia, PA
+1 (555) 935 6349

Work Experience

Infrastructure Advisory Associate
12/2016 - PRESENT
Los Angeles, CA
  • Interest in working with Public Sector clients
  • Flexibility to travel 20% or less annually
  • Team player and self-starter - able to act on own initiative and to learn quickly
  • Strong drafting, analytical, and communication skills
  • Contributes to the group in a number of ways; from liaising with numerous Nasdaq teams, maintaining targeting databases, helping with pitch materials and understanding equity market trends and flows
  • Solid understanding of the client's Investor Relations business operations and industry to ensure service is aligned with their needs
  • Leverage industry knowledge/ experience working closely with Product Development team to identify opportunities for process improvement to drive scale and work with stakeholders to implement those
  • Engage with Advisory Product Management organization to ensure client needs/ requirements are incorporated into product roadmaps
  • Engage with global colleagues to share knowledge across geographic teams
Advisory Associate
11/2013 - 10/2016
Phoenix, AZ
  • On the sell-side or in investor relations required
  • Interaction with and deep understanding of buy-side accounts required
  • Very strong quantitative skills, exceptional use of excel required
  • Perform financial and information technology audits
  • Experience in HNW Financial Services
  • Experience in wealth management, banking, commercial banking, credit, investment management, securities, and insurance
  • Demonstrated customer focus and the ability to develop relationships with strategic and high profile customers
  • F.Pl. (IQPF) an asset
  • Travel up to 30
Sanctions Advisory Associate
11/2010 - 10/2013
Philadelphia, PA
  • Drive Improvement projects on processes to improve
  • Receive regular access to business leaders
  • Be encouraged to develop your professional reputation and build an invaluable network of global contacts with peers and senior management
  • Understand the risks inherent to operational processes
  • Holds self and others accountable and takes appropriate steps to deliver business goals
  • Working knowledge of the Canadian and International Finance and Accounting concepts and principles - CPA not required
  • Work in a team environment with very little control over one’s daily agenda. An understanding of the sales processes applicable to each distribution channel supported as it relates to advisory research


Keiser University - Port Saint Lucie Campus
2006 - 2010
Bachelor's Degree in Accounting

Professional Skills

  • Strong analytical skills and capacity to provide quality deliverables with an attention to detail
  • Essential program management skills include collecting business requirements, reviewing specifications and communicating results throughout the organization
  • Able to pass Operational Excellence skills assessment administered by an Operational Excellence Master Black Belt
  • Client facing consulting experience
  • Experience delivering projects/initiatives with technical solutions
  • Experience of process transformation/re-engineering
  • Project management experience including release schedules

How to write Advisory Associate Resume

Advisory Associate role is responsible for excel, finance, credit, procurement, security, research, modeling, insurance, travel, government.
To write great resume for advisory associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Advisory Associate Resume

The section contact information is important in your advisory associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Advisory Associate Resume

The section work experience is an essential part of your advisory associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous advisory associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Advisory Associate resume experience can include:

  • Is organized with strong self and team management skills, and is able to simultaneously manage and execute on multiple assignments
  • Demonstrate ability to plan and manage engagements and own tasks along with ensuring deliverables meet work plan specifications and deadlines
  • 4~6 years of relevant experience
  • 6-10 yrs of overall experience
  • Review client accounting and operating procedures and systems of internal controls over revenue and financial reporting
  • Expert in Microsoft Powerpoint and Microsoft Excel pivot tables, statistical analysis with Excel functions, data mining

Education on an Advisory Associate Resume

Make sure to make education a priority on your advisory associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Advisory Associate Resume

When listing skills on your advisory associate resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical advisory associate skills:

  • Provide feedback to the team about clients’ needs so that EY responds effectively
  • Lean Six Sigma Certified Black Belt as evidenced by risk, process and metric definition and analysis examples
  • Contribute to EY’s knowledge-sharing culture by participating in forums, networks, and communities
  • Collaborate with other team members in identifying and exploring potential new business opportunities
  • Project Costing and cost modeling
  • Develop and review complex financial models to reflect the commercial arrangements of the particular infrastructure project on which the team is advising

List of Typical Skills For an Advisory Associate Resume


Skills For Infrastructure Advisory Associate Resume

  • Prepare quality drafts of marketing materials and transaction proposals within limited timelines
  • Undertake quantitative and qualitative analysis of financials and documentation to develop and report findings relevant to the client
  • Research, summarize and interpret accounting, tax and financial market information to be used in financial modelling, competitive analysis, industry analysis, scenario analysis and negotiation support, and various other applications
  • Prepare quality drafts of reports and presentations for client submissions and meetings
  • Manage EY analysts part of teams advising both governments and private sector clients on major infrastructure projects, and contribute to the development of junior staff
  • Contribute in executing EY’s “go-to-market” client development strategy in Infrastructure Advisory
  • Assist with the delivery of procurement activities (e.g. requests for proposals processes)

Skills For Cib-sovereign Advisory Associate Resume

  • Collaborate with other team members in identifying and exploring potential new business opportunities; contribute to develop and maintain a healthy funnel of opportunities; contribute to expand and grow the practice by providing quality service to clients and by developing relationships
  • Contribute to increase the practice’s visibility in the marketplace by contributing to the preparation of documentation for key industry events, for literature and discussions, especially in the Quebec region
  • Strong inter-personal skills and comfortable presenting to senior client personnel
  • Contribute to attract, develop and motivate strong talent
  • Perform capital structure and rating analysis in the context of M&A, LBOs, restructurings, etc
  • Working knowledge of Canadian debt financing and capital markets and/or of infrastructure and project financing markets and the reflection of these in a financial modelling context
  • Experience managing programs in Internet products and technologies

Skills For Sanctions Advisory Associate Resume

  • Certified PMP Basic level of Minitab, SPC or SPSS
  • Proficient in Microsoft Project and examples of project participation
  • Test and evaluate records
  • Conduct internal and external IT audits
  • Be responsible for the preparation and develop an understanding of the Deloitte IT Audit Specialist approach, methodology & tools, including computer assisted audit techniques

Skills For Private Capital Advisory Associate Resume

  • Perform analytical review of internal and external audit documents
  • Provide recommendations to improve IT control environment
  • Is seeking a dynamic role with a mix of technical, commercial, financial and soft skills, who is motivated and energized by participating in projects involving development of critical national infrastructure assets that have a tangible and lasting impact on society
  • Advanced Excel skills i.e. Macros
  • Have knowledge of Microsoft technologies – VB.NET, C#, ASP.NET, VBA
  • Have knowledge on DB Systems MSAccess, SQL

Skills For IT Audit & Advisory Associate Resume

  • Have knowledge and/or awareness of Automation tools such as Automation Anywhere, Blue Prism etc
  • Effectively manage stake holder expectations of clients and resolve conflicts that balance vendor and internal needs for technical, implementation, and operational issues across BPO Operations
  • Effectively communicate and function within Accenture to gain required resources and appropriate management attention/support

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