Asset Management Operations Resume Sample

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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


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
  • Email
  • 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

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