Analyst Investment Resume Sample
Kristopher White
476 Napoleon Rue,
Los Angeles,
CA
+1 (555) 918 3340
Work Experience
Senior Financial Analyst Investment Services
11/2015
-
PRESENT
Philadelphia, PA
- Develop a deep understanding of various Broker and Client desktop applications, including Vestmark, eQUEST, Prima AdvisorGuide, Morningstar Advisor Workstation, Thomson One/Betalink, Digital Dashboard, and Stifel Access
- Lead development for small to medium scale projects
- Analyze business processes and data to help determine how new technology can satisfy business needs
- Organize and participate in design review sessions to gather business requirements and issue resolution
- Translate business requirements into functional specification documents
- Provide business knowledge expertise in a focused area of the business by developing a keen understanding of business needs
- Under guidance of management and/or senior team members work closely with technical analyst, IT and application vendor to transform and develop design requirements throughout all phases of the project from system design to implementation
- Act as second level internal support for required applications. Take appropriate action to resolve or triage for escalation to management and development staff
Analyst, Investment Performance
02/2013
-
08/2015
Dallas, TX
- Members of the Business Services team (Operate, Developers, QA/Testers, Network Analysts)
- Performs complex, regular and ad hoc analysis and/or reporting and communicates results (clear and reliable conclusions, tendencies and variance analysis) in accordance with applicable regulatory guidelines, accounting and industry standards
- Ensures their own workload is adequately planned and scheduled to meet deadlines and ensure adherence to quality standard
- Investigates trends and irregularities to identify causes, resolve issues/situations and, for more complex issues, develops options to be assessed by senior colleagues
- Provides timely information to colleagues, clients, auditors and/or regulators. Identifies and resolves problems that require the implementation of new solutions
- Performs daily, weekly, monthly sign off of reconciliations, analysis, and other team deliverables
- Can adequately represent the team at inter-departmental meetings
- Good understanding of investment instruments (bonds, derivatives, short terms, stocks, derivative products)
- The International Investment Centre ("IIC") was formed in 2007 to provide independent research and consulting to Sun Life Financials insurance, wealth and pension businesses around the globe. The IIC's role is to create value for Sun Life's businesses by leveraging these asset management relationships and by creating innovative investment solutions through our consulting and research activities
Fixed Income Junior Analyst Investment Grade
04/2008
-
11/2012
Houston, TX
- Contribute to project planning and implementation
- Document change requests
- Participate in requirements gathering for ongoing enhancement request
- Help facilitate user integration and acceptance testing
- Assist in creating user and training documentation
- Business Unit Representatives
- PH&N Management Team
Education
Central Michigan University
2004 - 2008
Bachelor's Degree in Relevant Area
Professional Skills
- Strong interpersonal skills and excellent telephone manner, comfort in communicating with people at all levels
- Strong verbal and written communication skills: ability to convey complex situations and relationships in a clear and concise way
- Attention to detail, with strong organizational skills
- Strong Microsoft Excel and modelling skills
- Strong analytical skills and the ability to use a variety software such as , MS Excel, and MS Access, other related statistical programs
- Strong skills with MS Excel, Visio and related applications
- Excellent written and verbal communicational skills
How to write Analyst Investment Resume
Analyst Investment role is responsible for analytical, software, finance, securities, training, integration, database, security, trading, design.
To write great resume for analyst investment job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst Investment Resume
The section contact information is important in your analyst investment 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
- Telephone number
Work Experience in Your Analyst Investment Resume
The section work experience is an essential part of your analyst investment 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 analyst investment responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst investment position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst Investment resume experience can include:
- Very strong knowledge and experience programming with Visual Basic for Applications (VBA), especially in Microsoft Excel
- Manage the sorting, cataloging and follow up needed to support effective handling of new deals and portfolio companies
- Experience analyzing and interpreting data; including ability to ensure data integrity and consistency
- Support an effective Investment Accounting function for his/her assigned area(s) of responsibility by identifying risks
- Experience in business intelligence reporting, data mining, data analysis, or statistical analysis
- Experience working with investment portfolios and/or modeling tools
Education on an Analyst Investment Resume
Make sure to make education a priority on your analyst investment resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst investment 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 Analyst Investment Resume
When listing skills on your analyst investment 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 analyst investment skills:
- Strong computer skills (in particular, Excel), with the ability to learn additional programs
- Effective organization and time-management skills
- Solid experience from Banks, or other Financial Institutionals
- Superb communication and social skills
- Strong general programming knowledge and experience (C/C+/C#, Java, SQL, Python, etc)
- Flexible and adaptable when dealing with change; including changing priorities and tight deadlines
List of Typical Experience For an Analyst Investment Resume
1
Experience For Analyst, Investment Performance Resume
- + Good understanding of financial markets as well as of the asset management industry
- + Proven ability to research and resolve complex operational issues
- Develop and maintain effective relationships with key stakeholders in order to share best practices and provide technical advice and build bases of influence
- Effective and timely operational support
- Timing mismatches between fee receipts and when fee payments occur
- Timing mismatches between tax receipts and when tax payments occur
- Manage project scope by assessing requirements changes, determining and conveying impact on deadlines
- 1) Managing relationships with more than 100 investment management companies, which collectively oversee over C$100 billion for Sun Life Financial clients
- 2) Providing support to more than C$7B of asset allocation funds across 7 different SLF business units
2
Experience For Senior Financial Analyst Investment Services Resume
- 3) Partnering globally on wealth products ideas with local Sun Life product teams
- Work collaboratively with stakeholders in financial control and external reporting for issue resolution and process improvement
- Perform market share analysis, including reconciliation across data providers
- Coordinate preparation of client invoicing
- Assist with business case development and other project documentation including project schedules and project status reports
- Today, the IIC's portfolio of activities includes
- The Analyst, Investment Research acts as a resource within the IIC for information relating to a designated group of investment managers (the “Managers”) and co-ordinates communication of all information relating to the Managers to SLF business units
- Participates in the selection, evaluation, ongoing monitoring, and relationship management of assigned internal and 3rd Party Investment Managers made available to SLF clients globally
3
Experience For Analyst, Investment Counsel Services Resume
- Participates in projects and initiatives, as assigned, with various SLF Business Units
- Knowledge of Visual Basic and FMC an asset
- Support the development and execution of WMA’s strategy for core investment tools supporting the investment management and portfolio construction process (eg. CRP, AMI, PPM, EqToolkit)
- Support the development and execution of WMA’s strategy for data analysis and reporting
- Support the WMA’s ability to capitalize on opportunities to increase the efficiency and effectiveness of RBC Wealth Management’s investment strategy by partnering with the Investments & Trading team on the focused application of technology, tools and models
- Produce Investment Performance Reporting and be able to explain the data to Portfolio Managers and Investment Associates
4
Experience For Investment Analyst, Investment Office Resume
- Provide third-line (escalation) technical support for WMA’s investment tools
- Audit clients’ fund and program rates of return through benchmark analysis and comparison to third party vendors (i.e. Bloomberg)
- Work closely with Portfolio Managers and Investment Associates to coordinate delivery of performance reporting, research and respond to inquiries, and collaborate with Operations and Technology partners to resolve outstanding inquiries
- Connect regularly with Portfolio Managers and Investment Associates to understand new investment programs and products, provide ongoing training on IRAS applications, and support additional client needs
- Document requirements and rule criteria. Ensure guidelines and restrictions are effectively coded into automated systems for ongoing monitoring of funds/accounts’ guidelines, including performing rule testing
- Change management – document changes with a sufficient level of detail following the company change management policy and structured work process
- Learn 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
- Conduct assessment of franchise deals, including evaluation of franchisee’s business plan, commercial structure and impact on IHG’s earnings
- Assume and analyze the production of various standardized reports and develop ways to improve their production
5
Experience For Business Analyst, Investment Products Resume
- Create long term plan, annual budgets and business unit forecasts
- Prepare papers for presentation of projects to IHG’s internal approval committees. Coordinate with internal teams (eg. Operations, legal, tax, design and engineering) to develop balanced rationale for each deal as well as being proactively involved to ensure all necessary steps are taken for deals to move forward
- Assist in the monitoring of the day-to-day administration of the Firm’s code of ethics/personal trading policies through the Firm’s compliance software, Schwab Technologies
- Review, maintain, and update the Firm’s regulatory filings, including those with the SEC and National Futures Association (e.g., Form ADV, Form PF, CPO-PQR/CTA-PQR)
- + Become a custodial platform expert on the various custodians that Managed Portfolios uses for account custody and clearing
- Participate in the annual risk assessment and annual review of the Firm’s policies and procedures
- Assist with the Firm’s responses and documentation requests to any regulatory inquiries, third party examiners and internal audit
6
Experience For Analyst, Investment Compliance Advisory Resume
- + Support the operational and administrative processes that help run the day-to-day workflow of our Managed Portfolios platform
- + Own and drive improvements for the processes that sustain the Managed Portfolios platform
- + Take on projects to launch new processes, and generate and monitor key performance indicators on these
- + Ensure all processes are fully documented, and that documentation is kept up to date so that operations are never at risk due to the absence of a single individual
- + Complete special projects as needed
7
Experience For Business Analyst, Investment Banking COO Resume
- + At least 3 years of experience in financial services working in a back or middle-office role with a managed accounts platform provider or a mutual fund company
- Provision of system support and training on NT’s online performance tools and Excel API
- Provide proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis
- Research technical investment accounting issues
- + Ability to pull back from daily tasks to assess workflows and offer suggestions to improve overall efficiency
- Work together with the other team’s member to build quality into the product
- Using standard industry databases such as Morningstar, conducts due diligence analysis of current and prospective investment managers and investment portfolios, including peer group analysis for proprietary suite of managed investment products
- Meets with representatives from various fund complexes to conduct due diligence on current and potential subadvisors
8
Experience For Business Analyst Investment Risk Data Management Resume
- Authors written reviews of investment strategies and fund complexes
- Performs ad hoc investment-related research and analysis
- Integrate specific client guidelines, objectives and risk tolerances into the firm’s investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
- Provide leadership, talent development and execution against the organization’s strategic goal set. Maintain the Portfolio Analysis Group’s position as a world class provider of Investment Analytics
- Advise management on the identified risks and financial implications
- Provide timely and accurate trade research, confirmation and settlement of fixed income and derivative instruments across a multi asset manager platform for General Account Investment Operations
- Responsible for the proper setup, maintenance, pricing and accounting of invested assets in accordance with Statutory, GAAP and TAX reporting requirements to support accurate financial reporting
9
Experience For Analyst, Investment Research Resume
- Assist in building strong investment relationships with clients in High Net Worth, Ultra High Net Worth and key clients / family office
- Support in the building of strong relationships with global and local internal and external stakeholders
- Perform regular and ad hoc data validation of security reference data, ensure data accuracy, and oversee various data reporting tools and processes
- Conduct basic financial analysis and modeling of potential investments
- Develop of investment recommendation supporting documents
- Support events, marketing efforts, and meetings as needed
- Resolve discrepancies and take actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset manager
- Liaise with Investment Wealth Managers around investment needs and assist on investment proposals, reviews and General Client advice
10
Experience For Energy Credit Analyst, Investment Grade Resume
- Completion of the CFA program and/or other professional designations are an asset (i.e. MBA, FRM)
- Become a subject matter expert at least in one of the team’s areas of responsibility
- Participate in due diligence processes with potential investments
- Be a knowledgeable resource and point person who can efficiently facilitate the team’s day-to-day operations
- Supports IIC Consultants who serve various Investment and Governance Committees of SLF Business units globally
- Support the evaluation and surveillance of a large portfolio of investment grade issuers
- Partner with various internal departments including portfolio managers, traders, and client service teams to answer performance and reporting questions, assist with ad hoc requests, and collaborate within a global team to identify solutions to any issue
- Cash invested in the name of the policyholders
List of Typical Skills For an Analyst Investment Resume
1
Skills For Analyst, Investment Performance Resume
- Knowledge of and experience with securities instruments/settlement, foreign exchange, reconciliation, and investment accounting
- Ensuring that all actions are in line with laid out policies and procedures according to the Front Office manual
- Understanding of financial markets and desire to learn more – know what Dimensional does
- Understanding of the fundamentals of investment operations and asset types
- Managing relationships with more than 100 investment management companies, which collectively oversee over C$100 billion for Sun Life Financial clients
- Providing support to more than C$7B of asset allocation funds across 7 different SLF business units
- Partnering globally on wealth products ideas with local Sun Life product teams
- Presenting performance data to non-technical audiences
2
Skills For Senior Financial Analyst Investment Services Resume
- Investment compliance in terms of advice being proved to clients ensuring governance in line with FAIS and FSB requirements
- Financial modeling mainly focusing on valuation work through comparable company analysis, Discounted Cash Flow analysis and other industry metrics
- Review new product features and offering documents for distribution and present recommendations to New Product Working Team
- Work on scheduling and organisation of seminars, IO road shows, and client marketing trips on events and products needed for those events
- Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental initiatives
- Responsible for identifying and reporting on performance issues which impact both internal and external investment sub-advisors
- Coordinate the delivery of performance reporting and collaborate with Operations and Technology partners to resolve outstanding inquiries
- Support performance reporting needs by answering inquiries as they arise from portfolio managers and investment associates located across the country
- Oversee transfer in of assets and ensure proper transfer tracking is in place
3
Skills For Analyst, Investment Counsel Services Resume
- Be involved with ongoing project work – regulatory, process improvement, etc
- Conduct due diligence on new product manufacturers for potential distribution, and help present recommendations to New Product Working Team
- Review the firm’s marketing materials, RFPs and client communications to ensure compliance with relevant laws and regulations
- Proficiency with Microsoft Office (Excel, PowerPoint, Word, Access, SharePoint) and ability to learn new applications quickly
- Familiar with utilizing a Portfolio Trade Monitoring system in the operations of a Registered Investment Adviser, Bank, Asset Management department, Hedge Fund or other Financial Institution
- Working knowledge of Bloomberg AIM and Sentry PM
4
Skills For Investment Analyst, Investment Office Resume
- Support the Wealth Investment Manager in all of the below
- Undertake overall sales risk and compliance management of the client base
- Specific day to day involvement in core business processes: Responsible for high- value and high risk process points such as identification of potential clients, being present for client signing of documents
- Adherence to terms of reference of Investment deal forum and advice risk forum
- Facilitate credit, debit, and internal transfer transactions with custodian
- Complete daily cash and securities reconciliation and resolve any trade discrepancies
- Set up equity and fixed income securities in our wealth management system
- Pro-active management of failed trades
5
Skills For Business Analyst, Investment Products Resume
- Review Corporate Actions transactions for accuracy
- Maintain and rebalance SMA strategies
- Remain current on the latest regulatory obligations and administrative requirements for the firm
- Analysts also play a key role in the preparation of client proposals and “pitchbooks”
- Assist on business development calls as required
- Well-groomed and able to maintain a professional appearance and demeanor at all times
- Contribute to the Funds Research team’s research, analysis, and recommendations of investment funds for CIBC Wood Gundy Investment Advisor and their clients, including but not limited to mutual funds, closed-end Funds, ETFs, segregated funds and structured products
6
Skills For Analyst, Investment Compliance Advisory Resume
- Coordinate launch of new investment products with business partners including: review and execution of legal agreements, operations, technology and communications
- Experience with Order Management & Trade Processing Systems: (Bloomberg AIM, Omgeo/Oasys, Evare, BBH Infomediary)
- Assess branch needs for new and existing investment products and services
- Understand the components involved in running a successful project
- Prepare and continue to update competitive surveys and industry trend analysis
- Answer investment recommendation and distribution inquiries from Investment Advisors
- Handle inquiries from general hotline or other internal departments
- Records management for product approvals and related processes
- Series 7, 63, and 65 (Series 66 in lieu of 63 and 65) or ability to obtain within 120 days of hire
7
Skills For Business Analyst, Investment Banking COO Resume
- Basic knowledge of the phases of software development including requirements analysis, design, testing (integration, user, and performance), implementation and support
- Proficient in written and spoken English and Chinese
- Enrollment in and/or willingness to pursue the Chartered Financial Analyst (CFA) program is desirable
- Broad knowledge of investment products with 3-5 years’ experience in the financial industry, preferably in funds, asset management or wealth management businesses
- Knowledge/experience in the financial services industry; experience in the brokerage industry an asset
- Demonstrated ability to conduct comprehensive analysis and reporting
- Possess and maintain a valid Driver’s License and a driving record from the state of your primary
8
Skills For Business Analyst Investment Risk Data Management Resume
- Experience of performance and attribution relating to financial portfolios
- Experience in trade support for EM markets, corporate actions and pricing
- Good understanding and exposure to the Outsource Provider relationship
- Demonstrate tact and integrity and maintain confidentiality
- Experience in investment analysis, or trust-investment related background
- Proficiency using the latest versions of Microsoft Office Suite
9
Skills For Analyst, Investment Research Resume
- Series 7 and 66 licenses required. As an exception, a 90 day contingency period can be granted to obtain licensing, strictly at the manager’s discretion
- Problem solving capability with keen attention to detail
- Passion toward finding solutions to complex analytical problems
- Participation in and/or significant progress towards the CFA designation
- Experience with a major international real estate, accounting, consulting or investment practice and/or comparable experience within the investment appraisal / feasibility arm of a hotel organisation
- Work extended work days/weeks when needed
- Highly proficient with MS Office, specifically with MS Word, and Excel
- Partner with peers as part of a collaborative team on various projects and successfully meet deadlines
- Plans and carries out work assignments and handles problems in accordance with instructions, policies, previous training, or accepted practices in the occupation
10
Skills For Energy Credit Analyst, Investment Grade Resume
- Experience with programming in one or more languages – demonstrate the ability to code, to solve problems algorithmically
- Commitment to further learning study
- Area Directors of Finance, Operations and Hotel Support Teams, Legal, Design and Engineering, Tax
- Consults with Crewleader on unique situations which do not have clear precedents
- A conscientious, detail-oriented nature
List of Typical Responsibilities For an Analyst Investment Resume
1
Responsibilities For Analyst, Investment Performance Resume
- Demonstrate excellent critical thinking and analytical skills, with the ability to distill complex topics into simple and actionable messages required
- Prioritising client workload
- Prepare daily cash substantiation
- Complex bank and general ledger reconciliations
- Clear any unexplained reconciliation items in a timely fashion
- Analyze, interpret and present revenue data for Citi and our major competitors
2
Responsibilities For Senior Financial Analyst Investment Services Resume
- Prepare weekly and monthly reports on revenue, market share and deal pipeline
- Prepare ad-hoc analyses and presentations for Group Leadership team
- Work closely with client coverage teams to track progress of transactions and update revenue reporting system -Work closely with Business Manager and Group COO on business plans, annual budgets and forecasts, analysis of monthly/quarterly expense and headcount data for the Group
- Leads or participates in cross functional and intra-department efforts. Leads or participates in user acceptance testing efforts around new systems, system enhancements, and new instrument types. With guidance from Middle Office managers/team, design, implement, and maintain solutions that address business needs and achieve strategic goals
- Evaluates operational processes and control structures when errors occur to identify potential gaps. Develops recommendations for change where appropriate and leads efforts to implement change
3
Responsibilities For Analyst, Investment Counsel Services Resume
- Working with managers and senior managers, contributes to the input and execution of strategies underlying change, repositioning, or growth in the business at the group level. Leads initiatives for implementing such strategies
- Process flow documentation and opportunity identification. With guidance from Middle Office managers/team, implement changes via process change or technology adoption. Maintain and improve metrics reporting. Investigate and diagnose root causes of exceptions identified through managers or metrics
- Subject matter expert and mentor for team members with regards to ‘on-the-job’ training and development
- Desired 5 + years’ financial services with experience in one or more of the following required: asset manager, OCIO, plan sponsor or investment consulting
- Demonstrate a deep understanding of quantitative tools and techniques, with the ability to perform quantitative analysis required. Demonstrate a deep understanding and comfort level with technical subject matter related to all asset classes and global capital markets
- Work effectively and efficiently as a member of a team comprised of highly qualified and technically oriented investment experts
- Supporting business analysis and project management activities as a key member of a project team
- Experience with some or all of the following tools is required: Factset, Optimization software, BARRA, Bloomberg, Morningstar, SharePoint. Extensive experience with Microsoft Office is required
- Work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines
4
Responsibilities For Investment Analyst, Investment Office Resume
- Capital Budget & Analysis activities
- Audit client’s fund and program rates of return through benchmark analysis and comparison to third party vendors (i.e. Bloomberg)
- Serve as the subject matter expert on Northern Trust proprietary applications that calculate and report client performance. Setup and maintain client performance programs within Northern Trust’s proprietary performance calculation engine
- Understand performance measurement of different investment instruments (equity, fixed income, hedge funds, limited partnerships, etc.) and be able to explain their performance relative to benchmarks, within a program and market conditions
- Compile, review and deliver cyclical reporting to Northern Trust’s performance clients
5
Responsibilities For Business Analyst, Investment Products Resume
- Maintain and enhance Technology Capital Annual Budgets and Monthly Capital Forecast Financial Models
- Liaise with valuation and operations groups to ensure accuracy of performance calculation inputs
- Performance return calculation and data integrity review
- Respond to requests for knowledge and information from clients and internal stakeholders
- Maintain client’s investment structures, benchmark and attribution requirements in the calculation engine
6
Responsibilities For Analyst, Investment Compliance Advisory Resume
- Participate in projects focused on client change and solution delivery
- Support the Senior Analysts both locally and internationally with a range of ad hoc requests
- Assists in the preparation of client reports
- Assists in the preparation of client reports and presentations
- Completes rate of return and discrepancy analysis
- Prepares PC based client reports
- Project Execution - take ownership of the small project tasks and ensure that project deliverables are completed on time
7
Responsibilities For Business Analyst, Investment Banking COO Resume
- Communication - effectively communicate with Project Sponsors, Key Business Stakeholders and the Project team so that that they are up to date on progress and aware of issues or risks
- Do data analytics
- Interest in Finance and/or Investment Management
- Current study or completion of CFA/CIPM qualification highly desirable
- Client focused with the ability to understand the clients’ requirements
- Fast learner and self-starter, who takes initiative and thrives in a dynamic work environment
8
Responsibilities For Business Analyst Investment Risk Data Management Resume
- Results oriented and organized with ability to investigate problems without supervision
- Partner with IS & global IS team on strategic outlook. Over time can present those views to ICs & RMs
- Enhance client satisfaction and business productivity
- Partnership with ICs, RMs, ISPS and other functions
- Director and VP Investment Analysis - frequent verbal and written communication
- Development Directors, VP Development
9
Responsibilities For Analyst, Investment Research Resume
- Hotel consultants – (feasibility studies, impact evaluations)
- Strong analytical and numerical skills including a good understanding of financial valuation methodology and key investment and accounting principles and how this applies in the context of hotels
- Assists in the preparation on client reports
- Enrolment in or completion of a professional designation (i.e.: MBA, CFA)
- Familiarity with third party analytical tools (Morningstar Direct, Mercer Insight, Bloomberg or similar)
- Conduct Investment research
10
Responsibilities For Energy Credit Analyst, Investment Grade Resume
- Cash reconciliation items
- On-site cafeteria, ABMs
- Exposure to taxation
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