Chief Investment Office & Treasury Resume Sample

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Myriam Hoeger
4696 Okuneva Coves,  Chicago, IL
+1 (555) 643 1866

Work Experience


Chief Investment Office & Treasury
07/2017 - PRESENT
Chicago, IL
  • Producing periodic forecasts and variance analysis in aspects of interest income, non-interest revenue, funding, balance sheet, reinvestment plan, RWA, expense and headcount for internal MIS and external regulatory purposes
  • Presenting the forecast results, variances, methodologies, assumptions, processes and controls to Senior Management, Portfolio Manager and other stakeholders
  • Collecting, processing and analyzing actual data. Identifying variance drivers and providing commentaries between actual and forecast results
  • Supporting the quality review and quality control for end-to-end forecasting processes
  • Reviewing forecast model and spreadsheet to ensure all revenue drivers are identified, analyzed and formulated accurately
  • Reviewing the current processes to increase productivity
  • Participating in global and regional P&A projects
  • Ongoing monitoring of the firm’s liquidity position, developing reporting and analytics to assess impact of business decisions on firm’s liquidity position
  • Performing business analysis - being a catalyst for change and owning delivery of all projects’ success criteria
Chief Investment Office & Treasury, Analyst
01/2011 - 04/2017
Dallas, TX
  • Ownership of P&L front-to-back, from trader estimate through to month end reconciliation
  • Liaising with Finance on Hedge Accounting issues, particularly around structural FX hedging
  • To partner across the entire CTMO global community to ensure data readiness and to provide cross-reconciliations on all current, new and proposed liquidity reporting, including and not limited to : US LCR, local LCR, FRB 5G reporting, Basel NSFR and Dodd-Frank Section 165 at both firm wide and legal entity level
  • Manage implementation of User Tools program and partner with Technology on remediation effort in line with firm’s control standards
  • Understand & contribute to various control frameworks, i.e. Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCC’s)
  • Ongoing analysis of the firm’s and APAC Legal Entity (LE) liquidity position, developing reporting and analytics to assess impact of business decisions on firm’s and LE liquidity position
  • Lead team efforts to provide liquidity ratio calculations and analysis using advanced liquidity analytics and data analysis tools, interpreting and assessing the implications of regulatory changes and underlying business changes, to enable senior management to evaluate the bank’s liquidity position and risk on an ongoing basis
  • Experience
Chief Investment Office & Treasury Middle Office Risk & P&l-associate
05/2008 - 11/2010
Boston, MA
  • 1~4 years or above working experience in Middle Office, Market Risk, Finance or Product Control
  • Key responsibility deals with analyzing and understanding composition of CIO/Treasury Balance Sheet (notional size of $ 700Bn), Risk Weighted Assets and Capital under Basel III Standardized and Basel III Advanced rules and regulations
  • Review and oversee consolidation of Balance Sheet for Finance & Risk meetings, Risk Appetite, ICAAP, CCAP and Annual Budget
  • As hoc analysis
  • Key responsibility deals with analyzing and understanding composition of CIO/Treasury Balance Sheet (notional size of approx $750Bn), Risk Weighted Assets and Capital under Basel III Standardized and Basel III Advanced rules and regulations
  • Produce detailed quarterly walk forward analysis and RWA decomposition to support Regulatory filings (FFIEC 101, Y9C, Pillar 3)
  • Perform comprehensive RWA stress testing on the CIO / Treasury Balance Sheet for CCAR, ICAAP and Risk Appetite exercises
  • Coordinate the RWA sign-off process at Quarter End, ensuring compliance with B/S & RWA Standards and timely sign off to Corporate
  • Partner with RCMO on Analytics, Reporting, Capital Initiative and Policy updates

Education


Lincoln Memorial University
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills


  • Experience in Auditing, Accounting, Internal Control and/or Finance
  • 2~6 years or above working experience in Middle Office, Market Risk, Finance or Product Control
  • Excellent knowledge of Capital Rules under Basel III
  • Experience
  • Understand existing, new and proposed capital regulations and how they impact the diverse asset classes held by Treasury/CIO
  • Responsible for RWA reporting for Finance & Risk meetings, Risk Appetite, ICAAP, CCAR and Annual Budget
  • Weekly Forecast RWA submission to Corporate

How to write Chief Investment Office & Treasury Resume

Chief Investment Office & Treasury role is responsible for reporting, finance, structural, compliance, analysis, drivers, accounting, treasury, legal, regulatory.
To write great resume for chief investment office & treasury job, your resume must include:

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

Contact Information For Chief Investment Office & Treasury Resume

The section contact information is important in your chief investment office & treasury 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 & Treasury Resume

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

Education on a Chief Investment Office & Treasury Resume

Make sure to make education a priority on your chief investment office & treasury 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 & treasury 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 & Treasury Resume

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

  • Risk and Finance

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