Financial Institutions Group Resume Sample

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Alysa Ratke
551 Wiley Streets,  Detroit, MI
+1 (555) 696 3034

Work Experience

Financial Institutions Group Director
05/2015 - PRESENT
Philadelphia, PA
  • An understanding of BlackRock’s suite of solutions and investment products and their applicability to address client needs
  • A broad knowledge of BlackRock’s insurance business
  • Maintain a complete understanding of the Portfolio Team's philosophy, investment and risk positioning, and product suite so as to be as an expert representative of the Financial Institutions Group to internal and external clients
  • Work alongside Portfolio Managers to represent the business and fixed income products, lead client account reviews and participate in new business pitches
  • Form and maintain relationships with BlackRock’s Client Business to achieve sales strategy
  • Creating and preparing client presentations in the context of transaction execution and/or business development
  • Executing transactions within the context of deal teams, including performing valuation, merger and other types of quantitative and qualitative analysis
  • Monitoring and evaluating competitive landscape of pharma, biotechnology, medical devices, healthcare services, diagnostics companies and related healthcare sub-segments
Analyst, Financial Institutions Group
06/2008 - 04/2015
Phoenix, AZ
  • Providing guidance to Associates and Analysts regarding industry, financial and other professional topics
  • Initiating and developing relationships with clients
  • Following an industry to learn the key drivers and trends that influence companies’ decisions
  • Evaluate Analysts’ work, and provide training, mentorship and guidance to Analysts
  • Develop ‘Trusted Advisor’ relationship and access at key decision maker level for assigned clients
  • Ensure that all portfolios and relationships comply with all AML/ KYC/ Compliance based requirements
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including the Group Compliance policy
  • Management of documentation negotiations with clients (eg ISDA/CSAs)
Ibd-financial Institutions Group
07/2001 - 12/2007
Chicago, IL
  • Responsible (in conjunction with colleagues) for the timely completion and production of the Bank team’s presentations (PowerPoint) & marketing materials
  • Excellent interpersonal skills and an ability to work collaboratively in Team environments
  • Strong knowledge of Microsoft Office suite (Excel, Powerpoint, Word), Bloomberg, Barclays POINT
  • Engage with internal product development stakeholders to ensure that BlackRock’s product and solutions offering remains relevant for insurance clients
  • Engaging BlackRock’s capabilities and organization on behalf of our clients
  • Developing expertise in our client’s industry dynamics and trend as well as their specific positioning
  • Detailed technical product and market knowledge across capital markets, asset classes, and investment vehicles


Trinity University
1996 - 2000
Bachelor's Degree in Economics

Professional Skills

  • Exceptional verbal and written communication skills. Strong organizational, analytical, problem-solving and presentation skills
  • A passion for learning about financial markets and strong quantitative/analytic skills
  • Excellent problem-solving and analytical skills; strategic and creative thinking aptitude
  • Strong business development skills. Ability to establish rapport and build relationships with members of clients’ management teams
  • Very strong organizational skills are required
  • Work effectively at all levels of an organization and build strong relationships with team members, managers, and senior executives
  • Strong attention to detail and ability to multitask effectively

How to write Financial Institutions Group Resume

Financial Institutions Group role is responsible for events, insurance, reporting, trading, training, credit, finance, teamwork, analysis, marketing.
To write great resume for financial institutions group job, your resume must include:

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

Contact Information For Financial Institutions Group Resume

The section contact information is important in your financial institutions group 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 Financial Institutions Group Resume

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

Representative Financial Institutions Group resume experience can include:

  • Client relationship reviews: Work closely with bankers and other product teams and generate relationship reviews detailing coverage plans for our clients. Frequently communicate with product teams to ensure we maintain a comprehensive and clear understanding of SMBC’s global touchpoints with our clients
  • Strong financial & credit analysis
  • Preparation of credit applications for transactions with FIG clients outlining terms and conditions, deal structure, credit risks, profitability, and rationale
  • Preparation of pitch books, marketing materials, and other client presentations
  • Aggressively grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements
  • Conduct industry-specific analysis using various resources

Education on a Financial Institutions Group Resume

Make sure to make education a priority on your financial institutions group resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial institutions group 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 Financial Institutions Group Resume

When listing skills on your financial institutions group 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 financial institutions group skills:

  • Knowledge of banking practices and procedures acquired through comparable financial institution/financial market experience
  • Supporting the team in dealing with client requests/enquiries
  • Dealing with internal stakeholders including credit, product specialists and operations
  • Work with internal groups including Credit, Planning, Legal, and Operations, as well as external clients, to aid in the execution and closing of transactions
  • Assist the team in coordinating specific client initiatives while analyzing business potential and cross -selling opportunities
  • Internal Relationships: Work closely with internal product teams to uptier SMBC’s position as a financing and banking partner to Bank clients

List of Typical Skills For a Financial Institutions Group Resume


Skills For Analyst, Financial Institutions Group Resume

  • Establish strong relationships with key individuals in clients’ management team
  • Highly motivated self-starter with strong ability to multi-task
  • Ensure robust standard of AML/KYC compliance in respect of relationship on-boarding and ongoing review of KYC renewals
  • Department credit audit and subsequent reporting
  • Develop and strengthen client relationship

Skills For Financial Institutions Group Director Resume

  • Participate in advisory teams
  • Structure and execute a full range of financial transactions
  • Create and analyse financial models, perform customised company valuation analysis
  • Gain exposure to the firm’s businesses and expand knowledge of the investment banking industry while developing key analytical, communications and marketing skills
  • Active involvement in mergers and acquisitions (M&A) transactions and fixed income and equity issuances
  • Organise and prepare presentations, which explain industry trends, assess clients’ situations to provide the necessary financial advice and recommend strategies to meet client goals

Skills For Financial Institutions Group Associate Resume

  • Coordinate teams of tax advisors, attorneys, and bankers for various transactions; lead due diligence processes and actively participate in the negotiations of legal documentation
  • Communication with internal product specialists including DCM, ECM, Markets, Leveraged Finance, Treasury, Derivatives, Payments and Cash Management, as well as global HSBC offices
  • Assistance with various strategy papers to support departmental efforts in establishing new products and market opportunities
  • Research, credit analysis, and customer support
  • Timely completion of all internal and external reports, and development of new reports to effectively monitor department performance. Establishment, development, control and analysis of Bank profitability reports
  • Identify business development opportunities, undertaking appropriate financial analysis and preparation of proposals, presentations and pitches for new products and services
  • Assist in the management of and marketing to client relationships and prospects by acting as primary point of contact for clients and internal colleagues

Skills For VP, Financial Institutions Group Resume

  • Provide support to senior bankers in all aspects of the client portfolio to achieve targets, service the relationships and enhance income generation. Liaise with members of the client service team, ensuring a coordinated approach to enhancing the client relationship
  • Encouragement to gain relevant qualifications (many team members have or are working towards CFA & CIAI designations)
  • Support and training across the range of expertise areas within FIG
  • Develop and maintain individual client plans. Monitor income generation and effectively manage the financial reporting and analysis for the client portfolio. Maintain and monitor deal pipeline periodically
  • Provide high quality industry sector, competitor and client level analysis to support the credit process
  • Undertake added value work on behalf of the sector in relations to various credit returns e.g. LER, Industry caps, PQR etc

Skills For Financial Institutions Group Analyst M Resume

  • Shape a career path in a variety of directions
  • Our clients are some of the most sophisticated in terms of market and technical knowledge as well as fund management and service expectations. They are keen to explore market leading investment opportunities, thus providing a varied and challenging environment for the team
  • Team-player mentality with tight-knit teamwork skills
  • Experience with filtering and processing large amounts of information, including company reports, SEC filings, legal documents, and news
  • Knowledge of financial accounting, corporate finance and credit analysis
  • Flexible to changes in a rapidly growing environment

Skills For Ibd-financial Institutions Group Resume

  • Assist, develop and refine the preparation of account reviews, briefing notes and other presentations for senior management
  • Data monitoring & Referential maintenance
  • Collegiate working environment
  • Collaborate with all colleagues to achieve the overall goal of the coverage model
  • Knowledgeable in finance, capital markets or the global economy
  • Strong knowledge of financial analysis and modelling. Ability to undertake in depth review of industry, competitors, client and products and provide a high quality analysis of credit risk

Skills For Sector Head, Financial Institutions Group Resume

  • Familiarity with the full range of Global Banking & Markets products and services is an asset
  • Client Facing Services – Client Management Team and Client Documentation Negotiation Services
  • A well organized, solutions-focused mindset in addition to an exceptional attention to detail is a requisite
  • Provide creative solutions to complex problems
  • Be a self-starter and proactive member of the team

Skills For Associate, Financial Institutions Group Resume

  • Client Due Diligence Services - KYC and Credit Services
  • Data Management Services - Entity Data
  • Internal/external stakeholders to the onboarding process. External clients, RMs, Markets, Functional Onboarding teams, Operations, CDS, Entity Maintenance, Compliance, Legal,Credit etc
  • Where appropriate to challenge and provide expert guidance to GBM Sales, Trading and Relationship team’s for the on-boarding process and drive through change to meet the objective of improving efficiency and timeliness of turnaround times
  • Develop pristine relationship with the RMs and the functional teams within the onboarding process. Be the trusted partner of the RMs to complete all onboarding and maintenance tasks and truly insulate the RMs from non revenue generating tasks

Skills For Financial Institutions Group Senior Product Strategist Resume

  • Preparation of credit analysis for periodic reviews of FIG clients
  • Preparation of ad hoc research reports, client-specific research, or other reports as necessary
  • Participation on client calls when necessary
  • In conjunction with senior management, assist in the management, development and assessment of staff
  • Gather and disseminate information from key stakeholders across the firm

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