Associate Resume Sample

4.5
19 votes
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Celestino Kassulke
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Work Experience


Associate
06/2016 - PRESENT
Boston, MA
  • Perform Product Validation, in partnership with GFT & external vendor
  • Project management and delivery of key tactical and strategic initiatives, driven by regulatory developments in the region
  • Developing and supporting project plans through strategy development, project definition, and implementation
  • ‘Hands-on’ on all project lifecycle activities across impacted functions in Europe to identify, document and implement solutions
  • Developing end-to-end operating models, working toward regional and global consistency
  • Interfacing with other control functions, the business and technology to ensure successful delivery across the Program
  • Maintaining scope and enhancing structure of the wider regulatory program
  • Partnering with other key Programs to ensure streamlined operating model and efficient end user experience
Associate
02/2013 - 05/2016
Dallas, TX
  • Implement a cross initiative data remediation and develop a strategic solution
  • Act as business representative for the front office teams coordinating across the wider support functions within Private Bank (Technology, Operations, Legal, Risk etc.) to implement business solutions
  • Develop and deliver updates to senior management and stakeholders
  • Manage Project reporting and MIS into wider Regulatory program, tracking risk, issues and actions
  • Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base and
  • Creating various MIS reports and maintaining scorecard for the team’s activities (no of roadshows, conferences, trips, client mix etc.)
  • Ensure clients’ accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
  • Institutional Sales and Trading Group (“ISG”) Trade
  • Front running of a material client order by a Morgan Stanley trader

Education


Strayer University - Fredericksburg Campus
2008 - 2013
Bachelor's Degree in Business

Professional Skills


  • Strong End User Computing skills or a strong appetite and aptitude to develop End User Computing skills in Microsoft Office applications (Excel)
  • Strong communication skills, both oral and written, including strong presentation skills
  • Excellent written and verbal communication skills, strong interpersonal skills
  • Very strong Oracle and PRPC skills, with strong core Java skills
  • Independent self-starter with excellent time management skills and ability to prioritize multiple tasks and changing priorities
  • Strong presentation skills, relationship building and communication skills (verbal and written)
  • Sound communication and negotiating skills along with Excellent Client Partnership skills

How to write Associate Resume

Associate role is responsible for interpersonal, analytical, excel, financial, organizational, business, technical, advanced, microsoft, presentation.
To write great resume for associate job, your resume must include:

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

Contact Information For Associate Resume

The section contact information is important in your 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 Associate Resume

The section work experience is an essential part of your 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 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 associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Associate resume experience can include:

  • Business Management skills: strong planning, organisational, computing, risk management, numeracy, and analytical skills
  • Independent worker with strong organizational and project management skills with the ability to multi-task effectively
  • Resourceful, self-motivated, have strong entrepreneurial spirit, good team player and good communication skills
  • Strong oral and written communication skills. Able to communicate effectively with both technical and non-technical audiences
  • Strong interpersonal and oral communication skills; experience in cold calling for channel checks and presenting on morning call
  • Effective organizational skills and flexibility for adapting to changing priorities

Education on an Associate Resume

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

When listing skills on your 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 associate skills:

  • Good interpersonal skills, prioritizes effectively, and develops alliances across the organization
  • Excellent written and oral communications skills, including reporting and presentation skills
  • Has excellent interpersonal skills and ability to work effectively with colleagues across regions and Business Units
  • Communication skills: Average to good communication skills in English are required
  • Strong analytical skills, including statistical and quantitative finance skills
  • Excellent interpersonal and organizational skills, including the ability to meet deadlines, communicate and motivate effectively

List of Typical Experience For an Associate Resume

1

Experience For Associate Resume

  • Strong analytical and financial skills, including a solid understanding of Excel
  • Strong quantitative skills including extensive experience with financial models and valuation techniques
  • Demonstrated leadership potential, excellent interpersonal skills
  • Team Management hands on experience with good people management skills
  • Superior analytical, financial modelling and problem solving skills, with demonstrated intellectual and analytical rigor
  • Superior quantitative and qualitative analytical skills, strong working knowledge of finance and accounting
  • Strong analytical, problem-solving and organizational skills and the ability to multi-task
  • Strong programming and database skills
  • Overall 5+ years of banking operations experience(prior KYC/AML experience would be desirable)
2

Experience For Associate Resume

  • Handle multiple tasks, manage time effectively, and establish priorities to meet deadlines in a fast-paced and changing team environment
  • Strong technical and financial modeling skills are essential
  • Highly articulate and able to convey J.P. Morgan's contractual positions in a client-friendly way. Requires strong written and verbal communication skills
  • Excellent use of time management skills
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of professionals
  • Strong communication skills and consensus builder
3

Experience For Associate Resume

  • Good coordination skills as the role involves working continuously with various banks
  • Excellent communication and interpersonal skills, and be able to work under pressure
  • Excellent analytical skills (both quantitative and qualitative)
  • Demonstrated problem solving skills which show considerations to alternatives and provides for flexibility
  • The job requires strong technical and analytical skills
  • Highly organized good time management skills and the ability to manage a high volume of projects and meet deadlines in a fast-paced environment
  • Extremely strong written, oral, interpersonal and presentation communication skills
  • Good experience in responsive Web Designing, and Adaptive Web Designing
4

Experience For Associate Resume

  • Strong experience in data management, data modelling and problem solving
  • Works effectively in a team environment, while assuming individual responsibility and helping develop the junior level analysts
  • Total experience including product strategy and/or client facing experience
  • Former audit experience or experiences on the accounting controls within a Finance function in Banking and Financial Services (mandatory)
  • Work independently, problem solving skills
  • Extensive knowledge of market practices as well as background accounting and business skills
5

Experience For Associate Resume

  • C# and Python experience with an excellent understanding of OO development
  • Build strong peer relationships and effective networking
  • Manages time effectively. Able to balance multiple projects simultaneously and work well in a deadline orientated environment
  • Demonstrate ability to interpret, explain and communicate opinions and recommendations using strong verbal and written presentations
  • Advanced data and computer management skills including proficiency with MS Office Suite
6

Experience For Associate Resume

  • Strong knowledge of database and data management experience. (Includes Bulk Upload)
  • Evidence of previous experience of using business intelligence tools to retrieve, analyze and report on large quantities of data
  • Computer skills (MS Word / Excel etc.) - essential
  • Prior experience in special situations is required
  • Advanced Microsoft office skills essential (Word, Excel and Power-point)
  • Work effectively in teams with both clients and other Deloitte professionals
  • Assist in training other members of merchant team to effectively use systems
7

Experience For Associate Resume

  • Strong PC skill: advance Microsoft Office Excel, Word, PowerPoint
  • Strong experience in financial advisory, research or consultancy services and be able to run complex analytics on given client mandates
  • Demonstrated ability to build strong relationships with C-level business leaders
  • Able to influence without authority: Collaborates effectively with others to identify and resolve issues
  • Handle difficult calls and verbally communicate effectively with participants and clients
  • Up to 3 years work experience with excellent academic record
  • Design and develop written materials to effectively and efficiently communicate insights
  • Relevant experience (experience gained in securities industry an advantage)
  • Work effectively with executives and team members throughout Disney Media Networks as well as in other areas of The Walt Disney Company
8

Experience For Associate Resume

  • Keen communication and interpersonal skills
  • Ensure transactions are handled efficiently and effectively
  • Prior professional database experience with Hyperion Essbase database configuration and administration
  • Prior experience in Oracle GL, Essbase/Hyperion or TM1
  • Work effectively to ensure optimal client service delivery
  • Effectively communicate, both verbal and written, key summary findings and analysis
  • Prior Experience of 2-6 years in the Financial Services Industry
9

Experience For Associate Resume

  • Native languages skills with English fluency
  • Proven experience in change or project management in a growing business
  • A strong understanding of process flows, front to back trade life cycle and good product knowledge
  • Understanding and knowledge of the C.A.M.E.L approach to credit risk assessment and strong understanding of RBC processes, standing orders and credit policies
  • Delivering high-quality products for effective classroom exchange
  • Reviewing and inventorying supplier contracts in the enterprise contract management repository with a strong focus on data accuracy
  • Develop back end services for accepting user inputs, performing validation of data, and applying the adjustments to appropriate data population
  • Help Operate team in solving run time production problems and ensuring timely completion of the daily adjustments processing
  • Experience working with large data sets and creating and using spreadsheets to track, clean, and analyze data
10

Experience For Associate Resume

  • Commercial credit underwriting or lending experience with a financial institution or leasing company
  • Perform quantitative model testing, validating, and recommending enhancement
  • Strong understanding of loan agreements, field examinations, appraisals and financial reporting
  • Ensure the good coordination with the Regional Financial Reporting team, in particular whenever an accounting issue needs to be addressed
  • Experiences on accounting audit or accounting control
  • Demonstrated commitment to delivering results within aggressive timelines and ability to support global desks often requiring extended hours
  • Experience in financial services compliance monitoring and surveillance role, particularly in discretionary activities and fiduciary risk monitoring

List of Typical Skills For an Associate Resume

1

Skills For Associate Resume

  • Strong facilitation, oral and written communication skills. Effective presentation skills
  • Working with the Team Lead to manage strategic and routine design projects, effectively prioritizing work and balancing multiple priorities simultaneously
  • Strong writing skills (good at structuring the report and articulating the key findings)
  • Proven to operate effectively through challenging or ambiguous situations
  • Good multi-tasking skills: ability to manage and prioritize projects across cross-functional groups
  • Excellent written and oral communication skills in English and experience of working with US/UK clients
  • Excellent organizational skills and to prioritize task
  • Excellent time management skills and the ability to self-manage workload priorities
  • Work well as part of a team and demonstrate strong communication skills
2

Skills For Associate Resume

  • Project management skills; ability to gain consensus among staff and drive initiatives to completion effectively
  • Interpersonal skills, Partnership skills
  • Good computing and modelling skills, including an extensive working knowledge of Microsoft Office
  • Strong troubleshooting and problem solving skills, and innovating solutions to business logic/design and ability to convey these ideas
  • Strong analytic, problem-solving and negotiating skills
  • Good working knowledge of commercial credit policies and procedures and credit analysis and accounting skills
  • Excellent financial modeling and accounting skills
  • Manage a work load of competing priorities effectively and complete project planning accurately
  • Advanced problem-solving, decision-making, analytical, prioritization and relationship management skills
3

Skills For Associate Resume

  • Prior demonstrated experience of delivering results with a highly visible team operating in a global context
  • Equity research experience and/or demonstrated experience in building and managing company financial models
  • Strong writing, and analytical skills
  • Effective organizational and multi-tasking skills
  • Good valuation modeling skills
4

Skills For Associate Resume

  • Above average communication skills, analytical reporting and coordination experience
  • Strong software design and development skills using C/C++, Python, Java and/or Matlab
  • Strong interpersonal and negotiating skills and ability to work in a team environment with various personality types
  • Strong written and verbal communication skills and the ability to articulate the Private Banking Value Proposition
  • Strong credit background with experience in granting personal credit, and CASPER experience with full knowledge of credit products
  • Strong organizational skills, with the ability to handle complex projects in a multi-tasking environment and meet deadlines with quality results
5

Skills For Associate Resume

  • Keen eye for detail and ability to identify control gaps. Goodauditing and review skills
  • Strong organization/planning skills and robust attention to detail
  • Good DB development skills including: SQL, Star Schemas, ETL
  • Demonstrated problem solving skills and ability to work across multiple teams and platforms
  • Strong interpersonal skills to establish and manage relationships with team members, servicers, back office, and mortgage bankers
  • Excellent organization, communication (verbal and written), research and presentation skills
6

Skills For Associate Resume

  • Person with good communication and interpersonal skills
  • Good Excel skills (i.e. data manipulation, macros, vlookups, array formulas, pivot tables) and MS Access
  • Proven ability to communicate effectively (written and verbal) at all levels
  • Strong credit, analytical, and modeling skills
  • Excellent negotiation skills with Suppliers on sourcing requirements
  • Strong communication, written and organising skills
  • Strong quantitative skills. Familiar with credit exposure models
7

Skills For Associate Resume

  • Strong interpersonal skills for interacting with colleagues, departmental management, business units, personnel from other departments and banks
  • Sound judgment, particularly in valuation matters, with strong analytical skills
  • Meticulous and possess good problem-solving skills
  • Excellent time management skills including the ability to juggle multiple projects at any given time
  • Advance Excel Skills and or good knowledge of VBA
8

Skills For Associate Resume

  • Excellent graphic skills with ability to create graphics/charts
  • Possess very good written and verbal communications skills, including creating and giving presentations to all levels of the organization
  • Strong organizational skills to excel in a deadline-driven environment
  • Strong problem solving skills, especially the ability to analyze and evaluate root cause and the capacity to suggest call to remedial action
  • Strong financial statement analysis skills, as applied to the Oil & Gas sectors
  • Display strong drive and enthusiasm, who are highly numerate and have strong analytical skill
  • Strong PC Skills : particularly with Excel, VBA, Word and PowerPoint
9

Skills For Associate Resume

  • Strong Excel and PowerPoint skills, with ability to produce high quality presentations for client meetings
  • Very strong analytical and technical skills
  • Excellent PC skills, especially PowerPoint
  • Experience in using Microsoft Office application suite, including intermediate or advanced Excel and Powerpoint skills
  • Explain complex quantitative concepts in an accessible way and proven English language writing skills
  • Strong problem solving skills and the ability to work through complex financial models to determine the key assumptions, implicit caveats and limitations
  • Excellent verbal and written communication skills; ability to prepare reports and presentations to team and clients, including graphic and written sections
  • Possesses a positive working attitude and good analytical skills
10

Skills For Associate Resume

  • Strong communication skills [written and verbal]
  • Excellent excel and desktop skills
  • Self-confidence and strong communication skills
  • Excellent analytical,communications skills and ability to engage with a cross section of clients, customers and vendors
  • Prior experience in industry, equity research, investment banking, consulting or related investment position
  • Critical problem solving skills, familiarity with core business concepts, and a clear understanding of a broad range of business, strategy and finance topics
  • Work experience in reporting or audit/accounting experience
  • Proven experience in delivering complex projects in the Banking and Finance industry

List of Typical Responsibilities For an Associate Resume

1

Responsibilities For Associate Resume

  • Strong IT/data mining skills. Able to demonstrate an ability to work with IT development team to develop and use CRM data reports
  • Administrative and academic management skills with an ability to operate strategically, including planning, organizing, and directing the work of others
  • Excellent space planning skills, technical drawing packages and joinery detailing
  • Work experience gained in a role requiring significant problem solving skills
  • Strong accounting, financial analysis and modeling skills
  • Strong data mining and analysing skills required
  • Exceptional organisational skills, including the ability to prioritise work, assume responsibility for tasks, and meet competing deadlines
  • Extensive financial modeling experience and computer skills
  • Excellent spreadsheet modelling skills
2

Responsibilities For Associate Resume

  • Excellent written and verbal communication and complex problem solving skills
  • Client facing with good motivational skills, able to interact and control large multidisciplinary teams and work as a team leader within their discipline
  • Strong valuation / modeling / excel skills
  • Excellent communication skills, with the ability to liaise with various individuals and teams across Macquarie including across the wider Asia region
  • Strong interpersonal skills for dealing with overseas colleagues
  • Hands-on programming experience with a proven ability to deliver effective systems and application designs, high quality and robust code
  • Excellent written & oral communication skills with the ability to interact with people at all levels
3

Responsibilities For Associate Resume

  • Effectively bilingual with strong communication
  • Outstanding quantitative skills (including working knowledge of statistical/ database languages/software such as SAS, Access database, SQL, Excel & VBA)
  • Responsible for effectively tracking and monitoring I&TS ORM initiatives globally (30%)
  • Prior experience in managing or menoring junior talent
  • Solid knowledge and experience in developing risk-based audit methodologies, risk assessments, annual planning, risk and control, quality assurance practices
  • Proven knowledge and a good grounding in funds law, as well as being knowledgeable on COLL and COBS
  • Superior analytic abilities, including advanced modeling skills
  • Corporate Banking or Investment Banking experience with a strong corporate finance / credit background
4

Responsibilities For Associate Resume

  • Self-starter and organized thinker who offers attention to detail, multi-tasking on deadline, diverse problem solving skills, and a willingness to pitch-in
  • Cost: Ensure that S/he manages cost efficiently and effectively as per JPMC standards; Drive waste cutting & cost saves
  • Develop a thorough understanding of I&TS’ business model and associated operational risks to effectively support I&TS CORO and ORM team
  • Prior work experience in investment banking or capital markets is essential
  • Superior skills in summarizing information in reports, project plans, spreadsheets and other actionable documents
  • Flexibility to deal with changing priorities and deadlines and to operate in a variety of roles
  • Prior experience of emerging markets is desirable
5

Responsibilities For Associate Resume

  • Polished communication (writing and verbal) skills - both in English and in Spanish
  • Experience in at least one derivatives asset class with a strong understanding of end to end operational and business flows
  • Work effectively with heavy volumes while meeting continuous deadlines
  • All-rounder with solid experience of working on major mixed use developments
  • Effectively communicate verbally and in writing at all organizational levels both within the company
6

Responsibilities For Associate Resume

  • Good understanding of GSO product structure & lifecycle activities or similar experience
  • Related experience, including internal audit experience in a large complex financial institution
  • Have advanced financial analysis, business modelling and valuation skills
  • Intermediate Microsoft skills including Word, Excel and Powerpoint and the ability to pick up new systems quickly
  • 3) Skills to develop materials responding to RfP with Power points and Excels and to propose TB to customers
  • Anticipate and identify potential problems and demonstrate a proven track record in solving complex and ambiguous issues
  • Learn and grow in Pfizer's Business Technology area while applying your skills to solve business problems
7

Responsibilities For Associate Resume

  • Relevant industry experience. 2+ years of management reporting experience
  • Graduate with 1-2 years of experience in a Corporate Finance / Corporate treasury role; Experience of having worked with banks, mutual funds is preferable
  • Position requires problem-solving and analytical skills
  • Communicate effectively, both verbally and in writing to all levels
  • Developed range of consulting skills from research to the development of strategic recommendations
  • Demonstrated financial modelling experience
  • Proficient computer skills: Word, Excel, and Outlook as well as typing proficiency
  • The capability to take an innovative approach to developing solutions; prior strategic and “solutionsoriented” experience desirable
  • Experience of working within Equity Research or Corporate Finance/ M&A ideally with specific experience in the Business Services sector
8

Responsibilities For Associate Resume

  • Excellent time management skill both personally and by guiding cross functional teams to keep projects on track
  • Strong analytical abilities including demonstrated ability to model discounted cashflows
  • Gathering and consolidating pilot and testing feedback
  • Taking in, examination (HRMP) of client security instructions received via fax, validation of signatures and further processing
  • Coding experience in C/C++, Excel VBA,
  • Having prior knowledge in Basel III Credit RWA and Standardised Approach for Counterparty Credit Risk exposures (SACCR)
  • Maintaining effective communication lines
  • Working with the Front Office to , track and prioritize high value relationships
9

Responsibilities For Associate Resume

  • Validating income and expenditure
  • Experience in creating test strategies, coordinating and executing test plans, tracking issues and documenting and reporting results
  • Excellent at scheduling with a talent for pushing the project along, keeping everything on track. Positive, committed attitude
  • Experience in Workday Reporting (including writing advanced reports/dashboards and creating calculated fields)
  • Excellent understanding of Excel, including charting and financial modeling
10

Responsibilities For Associate Resume

  • Experience conducting/writing literature reviews, activity tracking, task coordination, and meeting facilitation
  • Strong understanding of/interest in digital marketing, along with aptitude for learning quickly and taking on new challenges
  • Experience in developing/maintaining MIS&A products using SAP Business Objects
  • Experience in investment banking, private equity, accounting or consulting
  • Commercial credit underwriting or lending experience with a financial institution or leasing company
  • Experience with basic knowledge of IT concepts like networking, computer architecture, and scripting/programming

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