Equity Resume Sample

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Work Experience


Equity Specialist
02/2018 - PRESENT
Detroit, MI
  • Produce Daily PNL & Control Metrics for Equity Flow Derivatives Trading desks
  • Produce and analyze effective risk-based explains
  • Reconciliation of Trader’s Risk products and positions to Firm books and records and investigation and resolution of breaks
  • Outstanding interpersonal skills and the ability to influence others not in direct span of control
  • Excellent presentation skills with an attention to detail
  • Genuine desire to work in a high pressure, delivery focused environment
  • Outstanding analysis skills and is intellectually inquisitive
  • A genuine desire to learn and prepared to review detail
  • Front to back knowledge of key sales and trading process flows
Equity
03/2012 - 12/2017
Phoenix, AZ
  • Strong motivation to learn and understand desk’s business
  • Team members across Global Middle Office
  • Front Office, Valuation Product Controls and Market Risk
  • Product Operation (PO) directors and other PO business units and lines of business (internal support groups/ business partners) re operational and customer service issues, projects, change implementation or system recoveries
  • Hand-on experience with Database such as SQL, Sybase, MySQL, etc
  • Hand-on experience with various testing frameworks such as Junit, Jest, Karma, etc
  • Prepare various account reconciliations and analyses. Communicate and work with other departments to obtain information to strategize and resolve reconciling items, as needed
  • Maintain the infrastructure of the Firm’s Capital activity, including the Capital loan program, quarterly interest calculations and maintenance of various Capital worksheets
Assistant Superintendent of Equity
06/2008 - 01/2012
New York, NY
  • Project management experience – track record of delivery on projects, commitments
  • Fixed Income Financing
  • Structured Financing and Clearing
  • Projects / Management
  • Advanced computer skills, especially related to Microsoft Office (e.g., Excel, Word, Access)
  • An auditor/proof-reader mentality towards data integrity and are detail-oriented, and organized
  • The ability to multi-task and prioritize in a fast-paced environment

Education


Southern New Hampshire University - Nashua Campus
2002 - 2007
Bachelor's Degree in Finance

Professional Skills


  • Communication:Demonstrated ability to communicate effectively and professionally, including excellent written, interpersonal, and public speaking skills
  • Organizational Skills:Demonstrated organizational and time management skills, with an ability to manage multiple tasks in a dynamic work environment
  • Strong communication and presentation skills good communication, presentation and interpersonal skills
  • Strong interpersonal and human relations skills including strong judgment in assessing and dealing with issue resolution and escalation
  • Strong fundamental research skills with particular strength in financial analysis and experience within the Global sector
  • Marketing aptitude and strong communication skills
  • Exceptional accounting skills, including experience with quarterly closes and SEC reporting

How to write Equity Resume

Equity role is responsible for analytical, interpersonal, excel, organizational, analysis, microsoft, advanced, programming, technical, quantitative.
To write great resume for equity job, your resume must include:

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

Contact Information For Equity Resume

The section contact information is important in your equity 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 Equity Resume

The section work experience is an essential part of your equity 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 equity responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Equity resume experience can include:

  • Very strong programming skills in C++. Strong programming skills in Java are a strong positive
  • Experience of analytical, modelling, pricing and risk management skills, ideally within a financial services environment
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches in a clear and compelling manner
  • Strong Technical Skills - Advanced Excel / VBA are essential (Other programming languages are advantage)
  • A good understanding of the Equities business and markets and the skills to solve complex business problems
  • Excellent interpersonal skills, history of working as a team-player

Education on an Equity Resume

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

When listing skills on your equity 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 equity skills:

  • Strong interpersonal skills, persuasive presentation and public speaking skills, and demonstrated writing ability and range
  • Very strong programming skills in C++. Strong programming skills in Java are a positive
  • Strong customer service skills and demonstrated ability to interact effectively across all levels of an organisation including senior level management
  • Strong communication skills including listening, writing and presentation skills
  • Strong data skills and well refined analytical skills to enable transformation of data analysis into reporting
  • Relevant working experience with excellent communication skills

List of Typical Experience For an Equity Resume

1

Experience For Equity Specialist Resume

  • Excellent customer service skills, including strong written and oral communication
  • Excellent organizational skills, ability to multi-task across projects and plan ahead
  • Training related to auditing and assurance skills
  • Proven experience of supporting busy and demanding professionals
  • Demonstrated related experience in accounting, tax, or equity compensation, required
  • Advanced spreadsheet skills, including advanced functions
  • Superior computer software skills with a particular expertise in Excel
  • Demonstrated knowledge and experiences with research on pedagogy, education content, child development, best education and curriculum practices
2

Experience For Equity Portfolio Manager Resume

  • Strong modelling and technical skill set and ability to employ these to solve problems and give advice, presenting in a measured, clear, and articulated way
  • Contribute effectively in projects regardless of functional, geographic and business lines
  • Communicate professionally and effectively with colleagues, internal clients and both junior and senior levels of the organization
  • Defining and implementing the Strat solutions across the Equities business to automate effective business processes
  • Assessing investment/fund manager skill through qualitative and quantitative analysis combined with in-person interviews
  • Related work experience demonstrating increasing responsibilities
3

Experience For Equity Manager Resume

  • Ensures credit, underwriting, title and property conditions of the loan approval have been satisfied prior to closing
  • Assist with advising a group of 10-12 peer educators that operates out of the Equity Center
  • Strong grasp of financial derivatives, including but not limited to vanilla options and swaps
  • Exposure to all areas of the Private Bank business across Europe and gain a good understanding and insight into the business
  • Opportunities to provide coaching and support to less experienced team members
  • Experience in acting as a spokesperson to clients and external stakeholders
  • Equity compensation, finance, or accounting experience, preferably with a public company
  • Desired - Strong knowledge of financial services and mortgage/equity Servicing operations
  • Greenhouse Gas Validation and Verification, eg ISO14064, EU ETS, CDM, CDP
4

Experience For Assistant Superintendent of Equity Resume

  • Work experience
  • Ultimately more experienced AVPs can lead audits and on parts of smaller audits review the quality of work to ensure it meets internal standards
  • Demonstrated knowledge of federal and state mandates regarding standards, curriculum, and instruction
  • Experience in the implementation of curriculum and instructional systems in a leadership role
  • Produce technically excellent written materials –credit committee memos, investment banking committee memos, client pitches
5

Experience For Equity Data Management Analyst Resume

  • Thorough knowledge and experience of the BLOOMBERG PROFESSIONAL® service, and familiarity with other relevant market information platforms
  • Proven track record of formulating and executing execution sales and client coverage strategy
  • Very strong knowledge of the electronic trading landscape, the client requirements, market microstructure, product development (platform/algorithms)
  • Willingness to work with Legal, Compliance, Technology and Operations in orders to ensure a best-in-class experience is delivered to our client
  • Grow net profit with all clients, with a focus on the priority accounts, and hedge funds
  • Extensive experience in execution sales and execution sales management
  • Developing and running reports using Account Analysis and MS Excel to manipulate data to create monthly client and salesperson statements
6

Experience For Equity Closer Resume

  • Troubleshooting and balancing to ensure reports tie-out with appropriate systems
  • Understanding the impact of fundamental data updates on index level aggregates
  • Pricing models for equity linked debt instruments
  • Coordinating with sales-traders locally and globally to promote D1 solutions to hedge fund clients
  • Ensuring that the desk meets all regulatory requirements and that all activities are in line with TCF outcomes
  • Managing monthly options commissions
  • Existing Clients relationships
7

Experience For Equity Solutions Group Resume

  • Responding to and addressing P&L issues and requests in an accurate and timely manner
  • Analyzing investment/fund performance to determine how portfolio returns align with various market environments. Also, predicting drivers of outperformance
  • Drafting comprehensive evaluations of investment products/funds and presenting recommendations to investment committee
  • Implementing decisions by guiding manager/fund inclusion in model portfolios. Similar to fund-of-funds structure
  • Preparing both written and verbal communications providing advice and guidance related to the investment strategies and market activity for Advisor/Clients
  • Collecting and aggregating investment manager views to help Advisors/client and internal business partners navigate the investment markets
  • Providing high-level analytical expertise to prospects, customers, salespeople, product development, and our Help Desk
  • Incurring damage to RBC’s reputation is directly impacted by trade exception management responsibilities
8

Experience For Equity Administrator Resume

  • Raising of manual instructions for non STP transactions
  • Maintaining Omgeo Alert and SS&C databases in respect of standard settlement instructions
  • Maintaining Fund/Country settlement matrix of permitted markets per managed accounts
  • Developing a methodology to analyse business activities and to monitor or prevent inappropriate activity across Equities
  • Enabling appropriate controls including market object, model choice, calibration choice and a booking exception policy
9

Experience For Equity Coordinator Resume

  • Recording and documenting methodologies in white papers
  • Conducting macro-level market research to develop outlook and participate in broad team macro-level discussions
  • Formulating tactical asset allocation advice and investment manager recommendations based on market view
  • Providing oversight for control/restricted transaction requests
  • Arrange all logistics for meetings including meeting room booking, ensuring appropriate catering has been ordered and opening conference call dial in’s
10

Experience For Dir Structured Equity Invest Resume

  • Perform portfolio management tasks to meet investment objectives, including portfolio trading, rebalancing and handling client contributions and redemptions
  • Ensure data integrity within systems and proper compliance of internal controls by performing timely reconciliations and regular monitoring/auditing
  • Leads the underwriting process for new investment opportunities including formulation of investment thesis and identifying key risks
  • Work with Sales & Trading, Risk Mgmt, Technology, Operations and other Controllers on a day-to-day basis to ensure proper P&L reporting and analysis
  • Key ‘go to’ person for the Business Unit, responding to and addressing P&L issues and requests in an accurate and timely manner
  • Work closely with Business Management and Technology teams on platform building and ensuring STP on the overall trade flow
  • Make presentations - answering questions and instilling confidence
  • Reconcile all equity activity on a monthly & quarterly basis, maintaining detailed supporting documentation
  • Quarterly audit of Insider Trading list and pre-clearing approved transactions within Fidelity’s Plan Sponsor Webstation (PSW)

List of Typical Skills For an Equity Resume

1

Skills For Equity Specialist Resume

  • Possess excellent communication skills (verbal and written) to effectively communicate to clients
  • Strong analytical and problem solving skills and demonstrated ability to drive for issue resolution
  • Experience and skills in effective race equity and/or diversity training
  • Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed
  • Proven negotiating and decision making skills
  • Very strong programming skills in C++ with an acute sense of high performance (low latency) computing
  • Good organizational skills and ability to work within a changing environment
2

Skills For Equity Portfolio Manager Resume

  • Experience of functional programming skills in a JVM based language (Clojure / Scala)
  • Excellent social skills and ability to communicate clearly and concisely both in writing and orally across all levels
  • Strong communication, managerial, and influencing skills
  • Skilled group facilitation skills to inspire learning and active participant engagement
  • Excellent listening and communication skills and ability to create and develop relationships
  • Strong analytical and quantitative skills, with a sound understanding of key equity market drivers
  • Display strong written/oral communication and outstanding interpersonal skills
  • Experience in group facilitation skills and/or coaching
3

Skills For Equity Manager Resume

  • Strong functional programming skills in a JVM based language (Clojure / Scala)
  • Solid technical skills with an interest in both client and server side technologies – UNIX, Solaris and databases – Oracle, Sybase
  • Good computer skills, including current operating systems, web browsers, and Word
  • Excellent ability to work effectively with a wide range of constituencies in a diverse community
  • Good skills in budget preparation and fiscal management
  • Strong project and program management skills, with the ability to drive multiple work streams forward simultaneously
  • Effective project management, organization and analytical skills and ability to meet investigation timelines
4

Skills For Assistant Superintendent of Equity Resume

  • Have strong interpersonal skills to manage internal and external clients and a team in a very high tempo environment
  • Outstanding communication skills (both written and verbal), including expertise with Powerpoint
  • Networking and relationship building skills (Internal and External)
  • Communicating and collaborating effectively with multiple stakeholders in order to achieve clients’ objectives
  • Experience in forming excellent working relationships with fund managers, dealers and sell-side dealing counterparts
  • Generation and validation of hedging analytics, monitoring derivative trades, hedge effectiveness, and PPP compliance
  • Automotive industry knowledge with sales/marketing skills required, especially in delivering high impact Web meetings to business owners
  • Ideally with some Roadshow or Corporate Access experience, or some experience of working with in the banking industry (although not essential)
  • Strong networker and relationship builder with experience of collaborating and encouraging a diverse workforce
5

Skills For Equity Data Management Analyst Resume

  • Experience in derivatives pricing and risk management, and a good understanding of risk and P&L calculations
  • Prior experience working/trading in US/European equity market; require to work US market hours [office hours begin at 6PM until 4/5AM (Summer/Winter)]
  • Entrepreneurial mindset, with proven ability to be resourceful and experience improving and streamlining processes
  • Solid experience of dealing with frequently changing travel plans
  • Problem solving skills and the ability to think independently sufficient to market ideas and assist FA’s
6

Skills For Equity Closer Resume

  • Problem solving skills and the ability to think independently sufficient to market ideas and assist FA's
  • Product development prioritization, marketing collateral creation, CD&S campaign guidance, incentive program design, customer engagement prioritization
  • Exceptional written communication skills, including the ability to write concise, logical, and analytical reports
  • General Computer knowledge to effectively use various computer software applications including Word, Excel, Outlook etc
  • A proven background within investment banking with specific ECM and/or Equity Advisory experience
  • A proven background within investment banking with specific Equity Solutions experience
  • Prior experience in being the operational sponsor on significant technology operational change programs
7

Skills For Equity Solutions Group Resume

  • Excel spreadsheets and systems skills including VBA / other applications
  • Demonstrated experience in customer service, outreach and marketing
  • Communicate and strategize effectively with investment teams and other internal groups regarding portfolio issues
  • Interpersonal skills that contribute to and foster a culture of teamwork and knowledge sharing
  • Supervision:Experience supervising others and the ability to train students in effective supervision
  • Good client servicing skill (both internal and external clients)
8

Skills For Equity Administrator Resume

  • Proven documentation experience, drafting exotic confirmations of OTC Equity products
  • Demonstrated experience mentoring more junior investment professionals is desirable
  • Proven experience developing successful, long-term relationships with developers on a national and regional basis
  • Provide examples from work experience demonstrating extensive experience of the specific knowledge requirements discussed above
  • Effective communication and collaboration is imperative to achieving the ultimate client experience
9

Skills For Equity Coordinator Resume

  • Extensive experience in trading international markets with strong market microstructure knowledge
  • Prior experience working in an executive compensation or compensation role is highly desired
  • Prior experience managing vendor relationships is highly desired
  • Communicate effectively with associates regarding their stock programs through multiple channels
  • Excellent organisational, communication and relationship management skill’s
  • Financial experience (Capital Market related experience an advantage)
  • Good academic background / first experience with Java, C# or Python
  • Has a solid understanding of Database concepts and 1+ year experience
10

Skills For Dir Structured Equity Invest Resume

  • Demonstrated experience in all aspects of Title IX, including conducting investigations
  • Proven experience in Agile, TDD and continuous delivery (Jenkins, Sonar, DeployIt)
  • A first experience in Finance would be a strong advantage
  • Collaborate and cooperate with others to achieve the outcomes of the District Strategic Plan and its priorities
  • Prior ALM or other experience in a financial/investment risk management environment is useful
  • Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach
  • Training:Knowledge of and experience in developing and presenting training programs

List of Typical Responsibilities For an Equity Resume

1

Responsibilities For Equity Specialist Resume

  • Excellent stakeholder management skills with the proven ability to influence and effectively engage with various levels across the organisation
  • Excellent interpersonal, written and oral communication skills with ability to communicate effectively with multiple management levels
  • Excellent written and verbal communication skills and the ability to communicate confidently and effectively with people at all levels
  • Excellent verbal and written communication and presentation skills and team skills
  • Strong relationship-building and collaboration skills. Experience working in a matrix or collaborative environment
  • Relevant working experience with excellent communication skills
2

Responsibilities For Equity Portfolio Manager Resume

  • Strong technical and analytical skills coupled with programming experience
  • Solid organizational skills and ability to set and handle multiple priorities, meet deadlines, and work in a fast-paced environment
  • Strong organizational skills, experienced in driving projects with multiple stakeholders
  • Strong programing skills, experience in VBA & KDB would be extremely useful
  • Support the implementation and administration of the allocation process using strong analytical and organisational skills
3

Responsibilities For Equity Manager Resume

  • Strong quantitative and problem solving skills and a high attention to detail
  • Strong research skills, including the ability to read & concisely summarize rule proposals
  • Very strong written/oral communication and outstanding interpersonal and team skills
  • Strong team spirit with a positive and proactive attitude towards learning new skills
  • Excellent Excel skills as well as Equity Edge or similar knowledge
  • Excellent communication skills, both written and verbal, with a collaborative, customer-oriented approach
4

Responsibilities For Assistant Superintendent of Equity Resume

  • Negotiate business priorities on product development and lead team to effectively execute
  • Strong verbal and written communication skills, ability to work independently in a fast-paced environment
  • Excellent Spanish language skills (oral and written)
  • Team work oriented with proven organisational skills and ability to manage multiple objectives simultaneously. Able to influence without authority
  • Strong presentation skills, both to small groups and to large audiences
  • Proven ability to communicate effectively with advisors, traders, as well as internal and external stakeholders
5

Responsibilities For Equity Data Management Analyst Resume

  • Strong relationship management skills with robust client focus / background
  • Effective project management, organization, and analytical skills and ability to meet investigation timelines
  • Strong financial modeling, communication, and technical skills
  • Clear analytical and often innovative thinking with excellent communication skills
  • Strong interpersonal skills with a commercial outlook
6

Responsibilities For Equity Closer Resume

  • Strong written and verbal communication skills to interface globally with all levels of the organization, from senior management to process participants
  • Good contact and Sales skills
  • Superior financial analysis and risk assessment skills and strong attention to detail
  • Proven ability to communicate effectively, in both written and oral formats
  • Excellent quantitative and communication (oral and written) skills are essential
  • Excellent communication skills for verbal, written and verbal presentation, with high competency in Excel and PowerPoint
7

Responsibilities For Equity Solutions Group Resume

  • With excellent presentation and communication skills
  • Strong desktop skills and Microsoft Office knowledge (Excel, Word, Powerpoint, Access)
  • Java and/or C++ skills, with experience in distributed, multi-threaded environments
  • Excellent project management skills and clear track record in leading large compensation projects
  • Strong analytical skills, including the ability to develop models for equity markets
8

Responsibilities For Equity Administrator Resume

  • Excellent customer relationship management and change management skills
  • Individual contributor and effective in a team environment, including being self-motivated and having a strong desire to learn
  • Advanced proficiency with Microsoft Word, PowerPoint and Excel and ability to develop familiarity and skills using proprietary technology
  • Presence, maturity and credibility to effectively represent internally and externally, and confidence in engaging with internal and external client base
  • Experience and demonstrated success in writing for large state or federal grants
  • Advance Microsoft Excel skills; Capable of analyzing large amounts of data
  • Prior experience sponsoring Operational Excellence programs with measurable efficiency gains
  • Experience and skill generating extra value out of Delta 1 inventory from
  • Proficient computer skills and web navigation including Microsoft Office (Word, Excel, Outlook, PowerPoint)
9

Responsibilities For Equity Coordinator Resume

  • Validates, monitors & measures the efficiency and effectiveness of own end-to-end Operations processes
  • Communicate effectively within the team in order to educate colleagues about clients needs/expectations
  • Demonstrate strong track record as stock picker – either buy or sell side
  • Work effectively within a team and provide cover and assistance to colleagues
  • Aware of, and adheres to, established Cornell Cooperative Extension Association of Tompkins County policies and procedures, and Skills for Success
  • Strong track record in equity fund performance and leadership experience
  • Have strong interest in Finance, work experience in finance and capital markets
10

Responsibilities For Dir Structured Equity Invest Resume

  • Effectively organize and oversee the responsibilities of content experts and analysts
  • Clear capability to effectively summarize complex risk structures for senior management review
  • Management skills, be able to lead and direct projects, ability to lead/manage team of people
  • Substantial financial markets experience and relevant experience in the equities segment
  • Substantial experience in the derivatives business with direct exposure in Equity Index products and strong knowledge of OTC products
  • Demonstrated ability to design, develop and implement effective Affirmative Action/Equal Opportunity programs

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