Analyst, Investments Resume Sample

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Breanna Bahringer
5399 Carrie Corner,  Chicago, IL
+1 (555) 282 2307

Work Experience

Senior Analyst, Alternative Investments
09/2016 - PRESENT
Phoenix, AZ
  • Identify target client segment/market niche and establish strong reputation within markets
  • Develop and maintain value proposition, marketing plan and branding within chosen market
  • Create and follow client acquisition plan, identify activities, specify and track progress towards quantifiable goals
  • Manage client acquisition pipeline through utilization of a pipeline management system (Salesforce) to track prospects, leads and current clients
  • Self-motivated and inquisitive, able to manage sensitive information, and to communicate
  • Have worked as part of a team but able to solve issues independently (self-starter
  • Define investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulate approach to investing that is implemented through a repeatable process
  • Manage client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools and review portfolios for potential rebalancing
Investments Analyst
06/2010 - 08/2016
Los Angeles, CA
  • Establish a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions
  • Implement, manage and deliver via the creation of model portfolios and engage in ongoing performance analysis of various asset classes as well as client education Have deep knowledge of the various Merrill Lynch investment platforms (e.g., MLPA, UMA, PIA, MFA) as well as the available products and solutions and relevant contacts
  • Conduct ongoing research on markets and investments and follow disciplined process to monitor and respond to external events
  • Coordinate with the Administrative Manager to ensure all client facing materials are reviewed and retained in accordance with the firm’s risk management guidelines
  • Financial industry experience, preferably in alternative investments and risk management
  • Knowledge of credit products and broader financial markets
  • Solid quantitative and analytical skills and attention to detail
  • Produce high quality work under pressure and tight deadlines
Investments Contracting Analyst
02/2004 - 01/2010
Detroit, MI
  • Solid communication and presentation, and interpersonal skills
  • Work well as part of a global team, team player with a flexible approach, and self-starter
  • Participate in industry events to gain industry knowledge, network with industry peers, and increase the team’s presence in the market
  • Communicate due diligence findings with clients and respond to clients’ questions and requests
  • Organize and participate in meetings with fund managers on an ongoing basis, and write monitoring report on clients’ programs
  • Researching and providing updated information on managers on Citi’s investment platform for Investment Counselor use
  • Working with supervisory principals and bankers/ICs to have material approved for client use


Western International University
1998 - 2003
Bachelor's Degree in Finance

Professional Skills

  • Excellent oral and written communication skills and interpersonal skills with emphasis on
  • Analytical problem solving skills and great attention to detail
  • Computer skills including Word, Excel; ability to learn new software
  • Accuracy, attention to detail, ability to multi-task, and organizational skills
  • Use analytical skills to identify research and resolve breaks in reporting to ensure accurate information is delivered to the client
  • Strong working knowledge of the Alternative Asset Industry, products and operating conventions is desirable
  • Experience gained working within the alternative funds industry an advantage

How to write Analyst, Investments Resume

Analyst, Investments role is responsible for modeling, software, reporting, research, analytical, credit, retail, finance, securities, security.
To write great resume for analyst, investments job, your resume must include:

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

Contact Information For Analyst, Investments Resume

The section contact information is important in your analyst, investments 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 Analyst, Investments Resume

The section work experience is an essential part of your analyst, investments 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, investments 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, investments position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Analyst, Investments resume experience can include:

  • Results oriented, with ability to prioritize work, manage projects in addition to
  • Develop good working relationships with various levels of management and external departments
  • Possess strong knowledge of all security types including derivatives, forward currencies, and complex securities
  • Experience with Middle Office Investment Operations management
  • Financial management experience/ability
  • Experience in fixed income markets and knowledge of structured finance and derivative products would be helpful

Education on an Analyst, Investments Resume

Make sure to make education a priority on your analyst, investments resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, investments 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, Investments Resume

When listing skills on your analyst, investments 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, investments skills:

  • Proficiency with applications such as Argus AE, CoStar, Microsoft Suite with strong financial modeling skills
  • The Alternative Asset servicing team operate in a dynamic, time-bound and client focused work environment
  • Commercial real estate work experience (preferably in pension fund advisor arena, REIT, real estate investment banking or private equity)
  • Experience in developing financial models, cash flows, IRR analysis
  • Builds a strong depository of the Operations and Domain knowledge in the team
  • Designing, Implementing and Performing ad hoc analysis using Excel look ups and pivot tables

List of Typical Experience For an Analyst, Investments Resume


Experience For Investments Analyst Resume

  • Responsible for ensuring all monthly/quarterly trailer fees received from the Fund and/or Fund Administrator are reconciled in order to process Financial Advisor Compensation & fees
  • Interface with the investor community to present GRA’s co-investment offerings, including summary of the market and competitive landscape, investment strategy, historical transactions, etc.
  • Completion of target fund offering documentation for subscription, redemption and switch orders on behalf of Northern Trust clients
  • Accurately processing BKL related transactions for corporate, institutional and wealth management clients
  • Communicate with developers to obtain due diligence material for upcoming investments and maintain due diligence records
  • Help work with GRA’s in-house and outside counsel on all legal documentation
  • Brookfield Strategic Real Estate Partners (“BSREP”), is Brookfield’s flagship private real estate fund, continuing Brookfield’s long history of successful real estate investing
  • Prepare documents from the perspective of Willis Towers Watson’s role as a fiduciary on behalf of retirement plans that have delegated to us certain fiduciary responsibilities

Experience For Analyst, Alternative Investments Resume

  • Comprehensive employee benefits package
  • Assist with preparation of investment memoranda to be presented to the firm’s Investment Committee and investors
  • Solutions to appropriate parties
  • Knowledge of legal structure of funds and regulatory requirements is desirable
  • Creation of new fund asset set-up process to enable order placement
  • Management of fund transitions process for new custody mandates
  • Liaise with ancillary departments within Northern Trust to ensure service dependencies are maintained
  • Act as the primary Alternative Asset Services contact for client relationship managers at Northern Trust for all client related inquiries regarding alternative investments
  • Monitor, resolve, and respond to inquiries from internal and external parties; including pulling and interpreting data, and preparing analysis with a view to ensuring client valuation expectations are met

Experience For Senior Analyst, Alternative Investments Resume

  • Consistently review and assess processes to identify process improvements for increased team efficiency
  • Develop transaction specific financial models for real estate investments
  • Research and analyze market statistics
  • Communicating with a diverse set of internal and external clients including: Investment Managers, Clients, IMLG, HFS, Account Managers, Relationship Managers and other external parties
  • Use of cash movement systems to produce and receive wires to/from investment managers on a daily basis
  • Participate in department and team efforts to identify and implement process improvements
  • Screen investment and disposition opportunities against Meritex’ investment criteria
  • Prepare investment memoranda for deal pipeline and Investment Committee meetings

Experience For Investments Contracting Analyst Resume

  • Present analysis of investment opportunities to management and Investment Committee
  • Participate in the due diligence process and closings for acquisition and disposition transactions, including site tours, broker meetings, extracting and reviewing third party research, property level information and JV/loan documents
  • Perform market research and interact with market participants to extract information relevant to the investment process
  • Understanding of commercial real estate valuation and real estate documentation pertaining to ownership structures, contracts, accounting and property operations
  • Work in a team environment across multiple departments
  • Work apart from direct supervision and manage tight deadlines

Experience For Senior Investments Analyst Resume

  • Conduct market research to support investment initiatives
  • Communicating with general partners, investment managers, account administrators, and other Northern Trust employees regarding questions, discrepancies, or special procedures which arise in any accounts assigned
  • Use of cash movement systems to produce and receive wires to/from partnership banks on a daily basis
  • Create financial analysis to evaluate investment opportunities
  • Coordinate due diligence reviews within VestaPoint and with outside legal counsel and assimilate findings from reviews into financial analysis
  • Conduct internal review of due diligence materials and legal deal sheets
  • Create investment memorandums/project deal sheets
  • Implement a formal due diligence checklist, review, and assessment process

Experience For Senior Analyst, Investments Resume

  • Establishes and maintains productive relationships with local market brokers, institutional and equity partners, lenders, real estate owners, and other key stakeholders, and appropriately manages on-going communications related to proposed investment transactions
  • Identifies, investigates, and refers potential acquisitions, , and other real estate transactions to appropriate Greystar leadership, and assists in preparing financial, market, and other documents required for new business pitches and RFPs
  • Monitors and reports on the status and progress of proposed acquisitions transactions within the assigned geographic region, establishes critical timelines and deadlines for tasks and activities related to the proposed transaction, and identifies and effectively addresses issues or problems that could otherwise adversely affect closing
  • Excellent interpersonal and relationship-management skills in order to establish, cultivate, and maintain productive relationships with brokers, institutional and equity partners, owners, lenders, and the variety of potential clients with whom Greystar does business
  • Supporting Multi-Investor Fund Asset Management team
  • Reviewing Property/Fund performance reports
  • Processing equity contributions for Fund investments

Experience For CIB Toi-housing Investments Analyst Resume

  • Preparing cash flow projections for work out properties
  • Proficiency in Microsoft office, heavy emphasis on Excel
  • Real Estate/Property management knowledge helpful
  • Work independently within a team-oriented environment
  • Understanding of basic financial concepts used to evaluate investments and build models, such as simple cash flow analyses, time value of money, return on investment, etc
  • Previous experience in a similar role (e.g Custody, Transfer Agency etc.)
  • Effective communication that seeks to understand the audience and their perspectives

Experience For Analyst Alternative Investments Resume

  • Independent, exhibits integrity, initiative, strong motivation and attention to detail
  • Can work quickly and efficiently with a strong ability to multi-task
  • Comfortable making presentations
  • Provide clear, accurate, written analysis
  • Diversity, Inclusion & Respect
  • Appreciates and seeks to leverage different perspectives and opinions, creating an inclusive environment. Demonstrates the ability and drive to work cooperatively with others towards shared goals

Experience For Private Wealth Analyst Investments Resume

  • Challenges assumptions in order to drive continual improvement. Thinks creatively and develops new ideas or ways of doing things without increasing costs or risk
  • Demonstrates commitment to personal leadership and growth. Seeks feedback in order to improve own and team performance
  • Seeks to understand the audience and their perspectives to clearly convey written and oral information and build understanding
  • Anticipated 2018 graduation
  • Basic knowledge in Argus
  • Focuses on Client needs (internal and external) and works proactively to create mutually beneficial long-term solutions and relationships
  • Review client plan documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process to confirm they are consistent with TWIS’ delegated authority to implement the portfolio pursuant to the approved investment policy and coordinate the resolution of issues as necessary
  • Conducts financial analysis of investment opportunities, including the creation of detailed pro-forma and financial models. Gathers, compiles, investigates, and analyzes market data to identify potential investment opportunities, and prepares narrative investment memoranda, detailed reports, and market summaries that provide insights on proposed acquisitions

List of Typical Skills For an Analyst, Investments Resume


Skills For Investments Analyst Resume

  • A strong brand in the asset management industry
  • Real estate experience, preferably retail and multifamily development
  • Analyzing Multi-Investor Funds using internal risk rating model
  • Analyzing financial statements (audited and unaudited) for housing portfolio and completing the analytic spreadsheet
  • Processing of fund generated transactions including equalisation shares and periodic share series roll-ups
  • Performing data integrity reviews (non rated security checks, special rating equivalent bond
  • Understanding of discounted cash flow modeling, real estate market fundamentals, and capital structures
  • Participating in ongoing internal system development
  • Identifying and analyzing portfolio trends

Skills For Analyst, Alternative Investments Resume

  • Communicating with syndicator partners, resolving performance issues
  • Recommending risk rating changes based on the asset's financial performance
  • Updating databases and researching partnership agreements
  • Processing of fund order related cash wires
  • Processing of subscriptions, redemptions, switches, equalization, rebates, third party payments, and transition securities associated with fund of funds
  • Working knowledge of MS Office is required-Extensive use/knowledge of Excel
  • Assisting in property refinance and exit analysis
  • To actively be involved in creating/ capturing process updates/ workflows pertaining to business & process

Skills For Senior Analyst, Alternative Investments Resume

  • Resolve exceptions associated with related processing, identify errors affecting accounts, and making necessary corrections
  • Studies existing systems, recommending solutions to recurring problems. Develops and implements internal control procedures
  • To actively work on identifying and implementing process improvements in consultation with the Supervisor
  • Communication of corporate action notifications to impacted clients. Also gathering & communicating election details for voluntary events
  • Conduct underwriting and investment analysis for various types of transactions including acquisitions, dispositions, and developments
  • Underwrite investment opportunities utilizing Excel and Argus AE modeling
  • Commitment to Meritex’ core values of Relationships Matter, Creating Beneficial Outcomes, Thinking Ahead and Always Accountable
  • Assist in preparing and coordinating investment memoranda

Skills For Investments Contracting Analyst Resume

  • Possesses working knowledge of MS Office
  • Exposure and understanding of Risk, Audit and Compliance factors
  • To initiate and lead team building activities within the team
  • To assist the supervisor/ Manager in conducting Risk/ BCP/ Compliance awareness sessions
  • Designs and conducts compliance surveys to provide an efficient means for capturing compliance related information

Skills For Senior Investments Analyst Resume

  • Handles special conditions payment processing for clients
  • Fundamental understanding of investment principles and financial metrics
  • Actively involved in capturing process updates as and when they arise
  • Delivery of completed target fund offering documentation to fund administrators
  • Liaise with target fund administrators relating to fund orders placed on behalf of Northern Trust clients
  • Liaise with clients & their client representatives within Northern Trust to insure transparency surrounding the placement of client orders
  • Daily compliance function for Derivatives (monitoring approved counterparty limits, trader limits ,derivative strategies and usage policy)
  • Responds to internal and external inquiries and questions from partners, providing guidance and solutions

Skills For Senior Analyst, Investments Resume

  • Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing
  • Assist in the process of sourcing on- and off-market opportunities
  • Conduct underwriting and various types of financial analyses to support acquisition, development, and asset management initiatives
  • Critical thinker that excels at synthesizing information
  • Accurately processing limited partnership transactions for corporate, institutional and wealth management clients
  • Ensures Day to day SLA & Quality parameters are met. Checklists are prepared and submitted to the supervisor on a daily basis

Skills For CIB Toi-housing Investments Analyst Resume

  • Handle, escalate & resolve queries in a timely manner
  • To actively participate in Audits/ BCP exercises and to help the supervisor to ensure awareness in the team
  • Mines and manipulates relevant data (e.g., market, investments, etc.) to analyze and support appropriate investment decisions
  • Monitors and reviews investment data (e.g., input, investments calculations, etc.) to ensure accuracy
  • Conducts research, determines statistical processes, defines inputs, and performs design work on analytical tools, processes, and reports to ensure the tools exemplify market standard processes for analysis
  • Develops analytical tools, processes, and reports to support investment decisions
  • Researches the investible universe of available data sources to recommend and access data for analysis
  • Collaborates with Investments staff to design and build internal screening tools for aiding external investment managers in the selection process (e.g., reference checks, track record analysis, etc.)

Skills For Analyst Alternative Investments Resume

  • Responsible for identifying and resolving exceptions within established guidelines
  • Input and process transactions in Northern Trust proprietary trade and cash movement systems
  • Monitors and reports on various types of trade and cash related transactions
  • Perform quality checks on work of peers to ensure accuracy
  • Research unmatched wire activity and follow through to complete resolution

Skills For Private Wealth Analyst Investments Resume

  • Work independently with minimal supervision, and on a collaborative basis as part of a team
  • Support assigned team in a variety of analytic and investment management activities
  • Conduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor’s track record, assessment of team, deal/fund structure, excel modelling)
  • Perform asset class/industry research relating to investment trends and global market environments
  • Conduct valuation updates and monitor performance for the existing portfolio(s)
  • Perform research and analysis of benchmarking and comparative statistics
  • Run portfolio level analysis in support of asset allocation, portfolio construction and future investment commitments
  • Complete ad hoc projects related to overall endowment management
  • Assist in the preparation of standard Investment Committee reports, memos and presentations

Skills For Investments Senior Analyst Resume

  • Interact with a diverse set of internal and external clients including: Investment Managers, Clients, IMLG, HFS, Account Managers, Relationship Managers and other external parties
  • Demonstrates a drive for accuracy, to work systematically to meet and maintain standards and adhere to established procedure. Takes initiative to accomplish tasks and make decisions according to risk, priorities and deadlines
  • Working knowledge of the Alternative Asset Industry, products and operating conventions an advantage
  • Working with compliance to provide ad-hoc reporting and approvals when required
  • The individual would also be responsible for reconciling internal processing accounts, and maintain the monthly fee scheduler
  • Investigates and resolves inquiries including out-of-balances and exceptions, communicating
  • Independent analysis/decision making ability
  • Work independently, while also participating collaboratively as part of a team

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