Asset Management Operations Resume Sample
Amalia Greenholt
250 Mossie Drive,
Los Angeles,
CA
+1 (555) 428 7784
Work Experience
Asset Management, Operations Manager, VP
01/2016
-
PRESENT
Chicago, IL
- Strengthening Controls / Reducing Risk: eliminate backlogs, improve reporting, actively follow up with markets on exceptions, escalate issues
- Production Quality: Improving production quality by fortifying QC process within the team and working with the QC team to incorporate covenants into their process
- Efficiency: Improving overall Efficiency through automation and process improvements
- Audit / Compliance Review: Managing portfolio and team priorities to ensure compliance with policies and procedures designed to ensure accurate and complete covenant monitoring
- Fund Oversight: Reconcile fund custodian cash accounts daily and resolve discrepancies Provide fund administrators and auditors fund activity support as required
- Credit Facility Maintenance: Maintain strict compliance with all credit providers’ lending terms and covenants to ensure the continuation of favorable credit terms for each private equity fund
- Reporting: Provide various fund cash balance and liquidity reports as necessary to RMA, the fund custodian, and credit providers
- Fund operations experience
- Good product knowledge across different asset classes
Asset Management Wmis Operations
11/2008
-
08/2015
Detroit, MI
- Good time management and detailed-oriented
- Fund operations experience preferably in fund management industry
- Thorough knowledge of investment universe and securities market in order to construct high-performing portfolios in compliance with clients’ investment policies and risk profiles
- Experience within an equipment leasing environment Excellent communications skills both written and verbal Microsoft Office experience to include Word & Excel
- Responsible for management of team e-mail box including timely distribution of all requests
- Remittance Processing Management
- Reconcile unapplied cash to ensure for accurate posting and accounting
Operations Asset Management Special Products Analyst Slc
10/2003
-
10/2008
Philadelphia, PA
- Process check applications accurately and timely (including terminations, large family, continue to bill, consignments)
- Reconciliation of accounts when necessary for accurate invoicing and delinquency (i.e. DAPS, RMAP, etc.)
- Research, review and resolve any receipts related to Continue to Bill (Non-Returned Equipment or WOP)
- Open, review and document all incoming mail in a timely manner
- Gather, distribute and report on all correspondence including but not limited to basic contract and vendor information
- Send cancellation rejection letters depending on lease criteria
- Overflow Phone Queue
- Approval of standard, non-standard, consultant and regulatory reports. The focus of the role is to ensure the accuracy and quality of work and appropriately escalating any unresolved issues to senior management
- Possesses a good understanding of client types, relevant markets, products, processes, regulations and systems required to achieve business objectives
Education
Everest University - Pompano Beach Campus
1999 - 2003
Bachelor's Degree in Accounting
Professional Skills
- Manage day-to-day work flow, ensuring the team is meeting standards and service level agreement (SLA) and/or business partner agreement (BPA) requirements. Handle and resolve matters of higher complexity and/or business risk, core business critical issues, disputes, queries and complaints from internal business partners and external customers
- Strong self-management, presentation, communications, escalation and interpersonal skills
- Strong grasp and experience of life insurance and wealth management operations
- Understanding of life insurance solutions and industry experience
- Portfolio On-boarding & Servicing
- Drives critical thinking and proactively seeks out best practices, anticipates clients’ future needs and collaborates on ideas with others. Understands clients’ needs and impact on relationship across J.P. Morgan
- Strong self management, presentation, communications, escalation and interpersonal skills
How to write Asset Management Operations Resume
Asset Management Operations role is responsible for research, insurance, finance, credit, securities, automation, escalation, microsoft, communications, word.
To write great resume for asset management operations job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Asset Management Operations Resume
The section contact information is important in your asset management operations 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 Asset Management Operations Resume
The section work experience is an essential part of your asset management operations 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 asset management operations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset management operations position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Asset Management Operations resume experience can include:
- Experience within an equipment leasing environment
- Microsoft Office experience to include Word & Excel
- Ensure all program agreements are understood and adhered to when quoting, OT, CT&I and Healthcare programs (out of system quoting)
- Provide life cycle management support for specific programs for early and end of lease quoting
- Follow and adhere to existing SLA agreements
- Understanding of system quote calculations as well as manual quoting when necessary, answer basic questions related to quote, Net Investment quotes upon request
Education on an Asset Management Operations Resume
Make sure to make education a priority on your asset management operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset management operations 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 Asset Management Operations Resume
When listing skills on your asset management operations 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 asset management operations skills:
- Work independently, while partnering and escalating appropriately
- Multi-task per the needs of the various requests across different groups
- Intellectually curious and able to solve issues proactively
- Manage and coach a junior team
- Organized, attention to detail and high level of customer service
Related to Asset Management Operations Resume Samples
Management Operations Analyst Resume Sample
Work Experience
• Leverage the information available within Operations and develop the necessary infrastructure to enhance the Investment Bank’s ability to more accurately monitor, manage and mitigate risk at a counterparty level
• Liaise with existing collateralized counterparties and potential collateralized count...
Professional Skills
• Strong interpersonal skills to work proact...
• Excellent Communication Skills in English,...
• Communicating Effectively – Clearly and ef...
Operations Management Resume Sample
Work Experience
• Provide management with performance feedback on staff members by assisting management in the evaluation of individuals’ job performance
• Assist in designing & implementing approach for strategic initiatives
• Assist in coordinating global risk and project agenda
&n...
Professional Skills
• Be taught basic skills necessary to unders...
• Receive additional training in people lead...
• Strong problem solving and/or troubleshoot...
Wealth Management Operations Resume Sample
Work Experience
• Prepares project reports, progress summaries, statistical analysis, and related data
• Attend local meetings with leadership or staff as available and drafting meeting notes
• Telephone coverage, (Ex. answer phones, take accurate messages, know executives’ whereabouts at all ...
Professional Skills
• Strategic Leadership responsibility for fr...
• Client Management skills: Demonstrated abi...
• Client Relationship skills: Excellent inte...
Business & Operations Director Resume Sample
Work Experience
• Build and sustain collaborative and productive relationships with other functional areas such as front office businesses, IT, HR, COE, LCD, etc.
• Implements appropriate systems and internal controls to adequately safeguard the YMCA’s financial resources and to provide a solid basis for accurately ...
Professional Skills
• Strong analytical, communication and probl...
• Excellent communication skills, experience...
• Strong written and oral communication and ...
Technology Process Resume Sample
Work Experience
• General knowledge of the large corporation IT landscapes, preferable Philips and in depth specialist knowledge on the applications or application components of your domain
• Knowledge of ITIL processes or a proven track record in IT Service Operations
• Knowledge of what it t...
Professional Skills
• Good written and oral communication skills...
• Proven leadership skills, ability to build...
• Strong experience of operating, communicat...
Process & Controls Resume Sample
Work Experience
• Continuously assist in the identification of process improvements
• Work closely with stake holders and technical subject matter experts to ensure process improvements account for all points in the end-to-end process
• Identify and build consensus on requirements while managi...
Professional Skills
• Strong technical skills and in-depth exper...
• Proven experience in leading a technical a...
• Very good organizational skills and struct...