Chief Investment Office Resume Sample

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Felicity Homenick
16755 Grace Plains,  Boston, MA
+1 (555) 322 3193

Work Experience

Corporate Treasury & Chief Investment Office
04/2017 - PRESENT
Detroit, MI
  • Participate in early planning meetings for new projects
  • Collaborate with business analysts, solution architects, subject matter experts and developers to ensure acceptance test criteria are defined
  • Ensure test cases are complete and accurate and entered into the test management system
  • Prioritize defects based on business impact and coordinate test execution / re-execution
  • Partnering closely with business and technology project managers through all phases of the project to ensure a well coordinated test approach
  • Experience of effectively producing accurate itineraries, ability to navigate JPMorgan internal travel systems and apply good judgment on how to optimise traveller’s time whilst adhering to the corporate travel policy
  • Ensuring compliance with the firm’s code of conduct and adherence to proper controls policies and procedures which are applicable
Chief Investment Office
03/2012 - 03/2017
Dallas, TX
  • Reviewing counterparties for Treasury’s deployment and hedging activities
  • Participating in the estimation of OTTI for the Firm’s CCAR, ICAAP and Risk Appetite exercises
  • Assist in the analysis of JPM’s structural interest rate & foreign exchange risks to determine appropriate hedging and investment strategies
  • Monitor and ensure compliance with regulatory and internal limits related to balance sheet, liquidity and interest rate risk management, including collateral and reserve management; and
  • Review and challenge business unit’s documented operational risk processes and procedures; help identify key risks and their mitigating controls
  • Understand the key processes and functions performed by the business unit; coordinate and define Key Risk Indicators (KRIs) within the business
  • Lead, or participate in, other operational risk initiatives across LOBs/ Corporate Functions and Operational Risk Governance (ORG), as assigned
Chief Investment Office Media Manager
01/2008 - 01/2012
Phoenix, AZ
  • Manage complex operational and settlement problems independent of immediate supervision
  • Perform a daily reconciliation of funds movements
  • Create and maintain daily and monthly activity reports
  • Communicate frequently with domestic and international custodians and counterparties
  • Support project work and participate in UAT (user acceptance testing) on enhancements and changes to TCIO systems; including analyzing the impact of enhancements on TCIO activity
  • Assume role as Team Leader and perform supervisory and managerial task as required
  • Money Market Settlements experience required


Wayland Baptist University - Anchorage Campus
2003 - 2008
Master's Degree in Management

Professional Skills

  • A high level of attention to detail, excellent organisational and time management skills and strong communication skills; and
  • Proven ability to lead across LOBs/Functions and geographies; strong interpersonal skills with a focus on service
  • Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow
  • Effective communicator with excellent written communication skills
  • Problem-solver mindset with strong analytical skills
  • Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills
  • 3 – 5 years front office experience in interest rate and currency markets, gained through a prior role in Treasury, Trading, or Investment Management

How to write Chief Investment Office Resume

Chief Investment Office role is responsible for analytical, interpersonal, securities, credit, trading, finance, security, mortgage, planning, reporting.
To write great resume for chief investment office job, your resume must include:

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

Contact Information For Chief Investment Office Resume

The section contact information is important in your chief investment office 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 Chief Investment Office Resume

The section work experience is an essential part of your chief investment office 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 chief investment office responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular chief investment office position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Chief Investment Office resume experience can include:

  • Strong understanding of financial forecasting (e.g., Planning & Analysis) and Capital Stress Testing processes
  • Relevant experience; including direct or indirect supervision of staff
  • Strong understanding of finance infrastructure and multi-dimensional financial systems
  • Aggregating and managing the interest rate risk of the Firm
  • Utilizing disparate data sources and a centralized data warehouse, review, understand, explain and report day-over-day move in position, risk and P&L
  • Stay up to date with evolving regulatory and market events relating to the businesses

Education on a Chief Investment Office Resume

Make sure to make education a priority on your chief investment office resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your chief investment office 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 Chief Investment Office Resume

When listing skills on your chief investment office 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 chief investment office skills:

  • Team focused, with good interpersonal skills and a desire to understand the bank’s systems and products
  • Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end work flow
  • Prior written work product that can be shared prior to selection
  • High impact communication skills and sound credit judgment; and
  • Strong experience within a controls and operational risk management environment
  • Detail-oriented with a strong control mindset and experience in reconciliation across multiple systems

List of Typical Skills For a Chief Investment Office Resume


Skills For Corporate Treasury & Chief Investment Office Resume

  • Experience working directly supporting a trading desk is ideal
  • A strong control mindset
  • Multi-task & prioritize in a fast-paced environment
  • Strong interest in process improvement, automation, and system enhancement
  • Keen attention to detail and a methodical approach to problem solving
  • Conduct municipal portfolio credit reviews under the supervision of a senior strategist
  • Serve as a contributing author to municipal research publications; research municipal credit developments, produce exhibits for various publications, and manage the work-flow associated with reports; and
  • Respond to ad hoc requests for information across a broad array of municipal securities
  • Aggregating and managing the firm’s liquidity risk, including deploying the firm's excess liquidity. Also responsible for compliance with both internal and regulatory liquidity requirements; and

Skills For Municipal Credit Strategist Chief Investment Office Resume

  • Provide actionable research on a range of topics across US public finance
  • Contribute to municipal research publications
  • Assess the credit quality of individual municipal securities and publish concise credit analyses
  • Work collaboratively on a team of analysts and strategists to formulate a cohesive view regarding the likely performance of individual tax exempt securities; and
  • Highly analytical with a high level of proficiency using Excel
  • Confidently express credit opinions and recommendations
  • A familiarity with governmental financial statements and actuarial methods to measure pension and other post-employment benefit liabilities
  • A verifiable expertise in one or more specific municipal bond sectors

Skills For Chief Investment Office Media Manager Resume

  • The ability to produce incisive research within tight time frames
  • Travel domestically and to meet with advisors, internal partners, and clients
  • Make formal presentations, in both smaller settings and before large groups of colleagues and clients
  • A passionate interest in financial markets and macroeconomics
  • The program aims to place candidates into mid-to-senior level roles, targeting the Vice President level . Individuals with previous (6+ years) experience relevant to the businesses noted above, and are on a career break of 2+ years , are encouraged to apply
  • The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program

Skills For CIB Chief Investment Office Resume

  • Middle Office/Trade Support experience desired
  • 2 – 4 years experience in management consulting, finance, banking, capital markets, asset management, risk management, mathematical, and/or statistical methods and theories
  • Cross product knowledge desired (Particularly FX and ideally MM, IRS and Bonds)
  • Able to work under pressure and multi task
  • Able to present to senior management
  • Extensive financial instrument product knowledge
  • Motivate team, drive urgency and quality delivery
  • Able to drive consensus, and influence relationships at all levels
  • Plan and execute all aspects of audit activities including risk assessments, audit planning, audit testing, control evaluation, audit reporting, work paper documentation, and verification of issue / action plan closures. Ensure audits are completed timely and within budget

Skills For Corporate Sector Chief Investment Office Resume

  • Build and maintain a strong team of professionals who are fully trained, engaged and contributing to the health of the business
  • Keen attention to detail, a strong control mindset, and a methodical approach to problem solving
  • Creates a sustainable advantage for wealth management clients by focusing on investment opportunities in municipal securities
  • Assesses the credit quality of municipal securities and can publish cogent credit analyses
  • Works collaboratively with a team of tax-exempt and taxable fixed income strategists to formulate a cohesive view of fixed income securities
  • Communicates municipal credit developments concisely and confidently expresses opinions and recommendations; and
  • Is highly motivated, proactive, and performance-driven, with the ability to meet multiple deadlines

Skills For Analyst Credit Risk-chief Investment Office & Corporate Treasury Resume

  • A Series 7, 52 and 63 or 66 license
  • Keenly understand all transaction flows and controls pertinent to the disparate set of products in the T/CIO portfolio. Whether directly responsible or managing via service level, ensure control processes operate effectively to quickly highlight potential issues in the lifecycle management of positions
  • Address issues as they arise as a matter of urgency. Escalate issues as necessary and distill key messages for management consumption
  • As a means to uncover and address opportunities for improvement or operational deficiencies, perform thorough/extensive root cause analysis
  • Perform extensive review of the T/CIO executed activity to ensure compliance against policies, procedures and regulations. Serve as the central contact for front office supervisory review, surveillance and compliance-related matters
  • Work actively with the funding front office to ensure critical collateral movements and funding flows are successfully settled and represented in the Firm’s risk systems

Skills For Treasury & Chief Investment Office Strategy Resume

  • Identify opportunities and drive the development of technology to support business flows
  • Keenly understand all key processes supporting daily reporting of book: P&L calculations, risk models, end of day mark sources, and data flow from trade capture through centralized Firm-wide aggregators
  • Provide subject matter expertise on matters of complex accounting including FAS115 and FAS133
  • Provide relevant analyses and commentary to portfolio manager(s) in order to facilitate their daily book(s) review and sign-off
  • In close association with colleagues across the Firm, utilize reconciliation tools and other control procedures to identify and resolve trade/position/risk/P&L discrepancies in a timely manner. Escalate issues as necessary and distill key messages for management consumption
  • As a team lead, execute supervisory responsibilities for 4-5 junior colleagues

Skills For Corporate Finance Treasury & Chief Investment Office Unsecured Credit VP Resume

  • Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow. Experience with mortgage backed securities and Broadridge Impact desirable
  • Base of general financial instrument product knowledge
  • Drive process changes, as required, into the business as usual framework. Be a catalyst for change, driving successful front to back delivery of relevant project implementations
  • Track and provide key operational performance metrics for senior management review
  • Represent Treasury/CIO interests on key Firm-wide and business initiatives
  • Own NBIA projects relevant to this space

Skills For Chief Investment Office Financial Control Associate Resume

  • Track and report on project progress, develop and agree key milestones, hold stakeholders accountable for delivery, and escalate issues / challenges in a timely and coherent manner
  • In order to most effectively deliver change, keenly understand business objectives and the key infrastructure and processes which support its activity
  • Excellent interpersonal skills, comfort with working and partnering with people at all levels and across all functional areas (Front Office, Risk, Technology, Finance, Legal, Compliance, and Operations)
  • Assess and engineer end-user service needs, define and deliver solution, recommend enhancements to controls, and ensure continuous improvement and success of forecast core services provided
  • Partner with key stakeholders
  • MS PowerPoint proficiency

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