Associate, Investments Resume Sample

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Rick Braun
996 Smith Canyon,  Boston, MA
+1 (555) 895 4837

Work Experience

Associate, Hotel Investments
02/2017 - PRESENT
Detroit, MI
  • Liaison with each assigned Fund’s independent auditor
  • Preparation and dissemination of each assigned fund’s Limited Partner reporting including: capital call notifications, distribution notifications, capital statements and financial statements
  • Strong interpersonal skills are necessary in order to communicate effectively with senior management of portfolio companies, internal TW management and outside advisors
  • Participate in industry events to gain industry knowledge, network with industry peers, and further increase the team’s presence in the market
  • Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
  • Knowledge of the development, planning, and execution of sales and transactions tax refund claims
  • Two years of corporate tax experience in an accounting firm, corporation, and/or law firm
  • Excellent verbal and written communications skills and the ability to articulate complex information
California Associate Director of Philanthropic Investments
09/2014 - 10/2016
New York, NY
  • Handle multiple engagements and client service teams IND2016
  • Review BU valuation analysis of the underlying investments to ensure valuations are correct in the firm’s books and records
  • Work experience, preferably in consulting firm, investment bank, or public accounting
  • Very strong interpersonal skills and the ability to build relationships with internal stakeholders and external partners
  • Strong analytical and written communication skills – ability to synthesize information and create clear and coherent presentations
  • Perform and prioritize multiple tasks simultaneously with excellent attention to detail
  • Previous experience creating effective processes to manage voluminous workflow
  • Forward looking thinker, who is proactive in identifying issues and proposing solutions
  • Understand the task and work independently to accomplish the goal
Uswa Product & Platform Team Alternative Investments Associate
09/2007 - 07/2014
Dallas, TX
  • Very strong presentation skills required
  • Maintain a strong understanding of the USWA business and the broad US retail industry – including our distribution partner firms business models and competitors’ strategies
  • Analyze, research, and underwrite new acquisition opportunities
  • Develop financial models and other analytical tools, perform property-level underwriting, prepare and maintain property cash flow projections and IRR models
  • Perform and review due diligence materials
  • Prepare internal investment committee reports, market studies, hold/sell analyses, detailed business plans, leasing and disposition analyses and recommendations
  • Support and assist with asset management reports and ongoing business plan execution
  • Monitor fund/individual investment performance
  • Actively participate in internal presentations/discussions, formulate and provide insightful opinions to help develop business plans for new investment opportunities


California Miramar University
2003 - 2007
Bachelor's Degree in Finance

Professional Skills

  • Strong reasoning and problem-solving skills
  • Efficient time management skills and ability to prioritize competing urgent tasks
  • Prior experience (1-4yrs) as an Analyst or Associate in Venture Capital or Growth Equity
  • Entrepreneurship – we are empowered to act decisively and create value
  • Integrity – we are consistent in our thoughts, speech and action
  • Experience with a major law firm and/or an in-house legal department, with a focus on or more of the following disciplines is required: fixed income investments, mezzanine lending or equity investments
  • Strong analytical abilities and intellectual curiosity, especially for new and emerging technologies re-shaping the Consumer Internet landscape (Mobile, On-demand, Subscription E-Commerce) and Enterprise IT (e.g., SaaS, Big Data, Containers, DevOps, Security, AI)

How to write Associate, Investments Resume

Associate, Investments role is responsible for interpersonal, travel, modeling, research, finance, retail, software, articulate, communications, technology.
To write great resume for associate, investments job, your resume must include:

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

Contact Information For Associate, Investments Resume

The section contact information is important in your associate, 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 Associate, Investments Resume

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

  • Interact with brokers, tenants, buyers, sellers, third-party managers and consultants, lenders, joint venture partners, domestic and international investors and capital partners
  • Strong analytical, organizational, communication and problem-solving skills
  • Real estate experience in investment banking, private equity, direct investment, appraisal or commercial brokerage
  • Advanced knowledge of Argus and Excel financial modeling is required
  • Track market activities and develop in-depth knowledge on specific real estate markets, sectors, and investment strategies
  • Build and execute strategies for catalytic support in the context of FoodCorps’ 2020 growth plan and capital campaign

Education on an Associate, Investments Resume

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

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

  • Four to eight years of successful work experience including finance (investment management, investment banking), corporate strategy, consulting and/or investigative research in other fields is required
  • Completion of, or progress toward, earning the CFA designation is required
  • Broad understanding of portfolio theory, global markets and investment disciplines
  • Strong communication and interpersonal skills and a demonstrated ability to work effectively with all constituencies, including Investment Committee members, sophisticated investment professionals, and a broad array of other University constituents
  • Willingness and ability to travel domestically and abroad
  • Self-starterv Ability to multi-task and work in a team environmentv Ability to work with minimal supervisionv Ability to clearly communicate both verbally and in writing

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