Investment Finance Resume Sample

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Brando McLaughlin
31972 Doyle Falls,  New York, NY
+1 (555) 830 7556

Work Experience

Manager, Investment Finance Real Estate
02/2017 - PRESENT
Houston, TX
  • General support of IF Specialists in covenant management, CA quality assurances and pre and post deal closing activities for the structured lending products e.g. CRE and PECC (including liaison with internal and external legal counsel), ensuring smooth hand off and coordination with the Client Service Organisation, Documentation Operations Unit and Collateral Monitoring
  • Management, enhancement, and development of Regional and Local Product Programs to ensure they keep pace with an everchanging market environment and clients’ evolving needs
  • Disciplined focus and excellent understanding of Citi’s Policies and Procedures to ensure compliance with KYC, AML, and all other regulatory guidelines
  • Loan underwriting with appropriate risk return characteristics of Citi Private Bank’s standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards
  • Collateral Evaluation of portfolios of marketable securities, including the analysis of the collateral’s diversification and liquidity. Liaising with the Loanable Value team in Risk on the assignment of loanable values to the portfolios.
  • Develop clear strategy and targets to support business growth and in partnership with GMM’s and Bankers enhance client relationships and ensure a high level of client service with robust financial solutions
  • Maximize revenue generation whilst optimizing risk returns and adhering to the risk appetite policies as set for the CPB ensuring responsible lending growth
  • Provide pro-active lending services advice to Banker and GMM’s to drive cross sell, business growth and client solution, becoming trusted advisor and partner to the relationship teams
  • Actively engage with external clients to enhance the relationships not only as a key product specialist, but to further enhance the ‘trusted advisor’ approach
Investment Finance Portfolio Officer
04/2010 - 12/2016
Boston, MA
  • Business Change Management – identify and implement efficient business streams and realign the business where required
  • Work in partnership with Global Investment Finance management peers to deliver regional goals as well as support cross border business
  • Lead large team to provide exemplary credit structuring, underwriting and monitoring for the Law Firm Group’s institutional and individual portfolio with combined credit facilities of $5B
  • Demonstrate superior partnering skills with key stakeholders including the IF Origination Team and the LFG Business Head, RMM’s and bankers. Build strong working relationships across all 14 LFG offices in the US and UK
  • Meet with Executive Director’s, CFO’s and high net worth partners as appropriate to provide expert credit structuring and advice
  • Completion of the ‘Checker’ function of CA Control Checklist and authorization of Credit Applications ensuring documentation aligns to Credit Policy and meets all regulatory standards
  • During annual review process, monitor the client’s compliance with terms and conditions associated with previously approved facilities
  • Oversight and coordination of credit administration and portfolio management practices and procedures
Investment Finance Transactor
08/2006 - 03/2010
New York, NY
  • Provide oversight / supervision of the credit administration staff
  • Assist budget planning and reporting
  • Responsible for Continuity of Business for IF, Information Security, SLAs and ICSAs
  • Coordination with other parts of the organization and ensuring definition, delivery and implementation of required solutions
  • Driving through global and regional business initiatives and coordinating all required aspects of initiative and project development and roll-out
  • Preparing staff for opportunities as Credit Analyst or Risk Management Officer
  • Gaining understanding of CPB Credit Policies and Credit Product Programs
  • Understanding collateral valuation and monitoring processes
  • Understanding documentation requirements for different types of credit facilities


Franciscan University of Steubenville
2000 - 2005
Bachelor's Degree in Management

Professional Skills

  • Oversee appropriate transaction structuring and execution (within and across product programs) with appropriate risk and return parameters, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
  • Proven attention to detail and accuracy and strong organizational skills
  • Excellent analytical/credit underwriting skills. In addition, a basic understanding of capital markets and its financial instruments
  • Effective communication skills (written, listening and verbal)
  • Good execution and negotiation skills
  • Solid experience independently appraising institutional quality assets using Argus Enterprise
  • Demonstrated ability to lead and coach a high performing team

How to write Investment Finance Resume

Investment Finance role is responsible for basic, software, reporting, training, securities, credit, finance, negotiation, underwriting, analysis.
To write great resume for investment finance job, your resume must include:

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

Contact Information For Investment Finance Resume

The section contact information is important in your investment finance 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 Investment Finance Resume

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

Representative Investment Finance resume experience can include:

  • Full loan underwriting with appropriate risk return characteristics of Citi Private Bank’s standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards
  • Review and analysis of clients’ credit facilities, monitor usage, work closely with transactors and investments to drive usage , following up with effective products and financial solutions
  • Sound interpersonal and communication skills, with a high level of optimism and energy
  • Work independently and perform effectively in a deadline oriented team environment
  • Working experience, with exposure to credit analysis
  • Experience preferably in a Markets, Credit or Risk-related role covering ASEAN/India/Australia markets

Education on an Investment Finance Resume

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

When listing skills on your investment finance 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 investment finance skills:

  • Solid understanding of private assets and banking settlement systems
  • Working experience, preferably with exposure to credit analysis
  • Working experience preferably in a treasury, credit or risk-related role
  • Gaining understanding of complex credit analysis for CPB clients by supporting Account IF Specialists
  • Building knowledge of capital market products and derivatives and margin requirements
  • Assist the Portfolio Management team in their functions of maintaining existing business, and assuming responsibility for new Investment Finance business

List of Typical Experience For an Investment Finance Resume


Experience For Investment Finance Portfolio Officer Resume

  • Completion of the ‘Checker’ function of the CA Control Checklist and authorization of Credit Applications ensuring documentation aligns with Credit Policy and meets all regulatory standards until control team is established
  • To manage, coordinate and execute Group-level investment approval and reporting process, to ensure efficient allocation of MOL Group’s financial resources among the divisions and functional units
  • Professional experience in a relevant field

List of Typical Skills For an Investment Finance Resume


Skills For Investment Finance Portfolio Officer Resume

  • Experience preferably in a Markets, Credit or Risk-related role covering North Asia markets
  • Commercial real estate valuation experience; international exposure an asset
  • Over 10 years’ experience as a Credit Officer
  • Build and maintain valuation models using Argus Enterprise valuation software
  • Contribute, and adapt, to valuation process and reporting improvements and change initiatives
  • Expert working knowledge of Argus Enterprise
  • Exemplify CPPIB’s Guiding Principles of integrity, partnership and high performance

Skills For Manager, Investment Finance Real Estate Resume

  • Prepare (or work with counsel) to prepare standard borrowing documents for clients on as needed basis; route to client for review and execution
  • Provide Business SCO sponsorship on transactions, as appropriate
  • Work closely with banker team in the identification of opportunities, including assisting them with obtaining information needed to conduct required due diligence to structure credit facilities
  • Credit Analysis and Underwriting of new deals. Underwriting and analysis of credit transactions for new and existing clients under existing Global, Regional and Local Product Program guidelines
  • Support Investment Finance Transactors in the preparation of Term Sheets, calculation of returns to ensure appropriate pricing, portfolio analysis, and all aspects of due diligence
  • Develop good understanding of capital market transactions, with a focus on hedging products, to facilitate delivering customized solutions with an appropriate management of risk
  • Authority to act in accordance with CPP Investment Board’s policies and guidelines

Skills For Investment Finance Specialist Resume

  • Professional designations such as a CBV, CFA, CPA are considered an asset
  • Prepare quarterly valuations for the directly owned debt and equity investment portfolios
  • Manage and review external appraisals
  • Forge relationships across CPPIB and work collaboratively with internal and external partners
  • Maintain market knowledge and foster relationships within the investment, brokerage and fee appraisal communities
  • Report and defend valuation results to senior management
  • Support efforts to build and manage a high integrity, high performance, valuation team

Skills For Associate, Investment Finance Real Estate Resume

  • AACI professional accreditation, awarded or in progress
  • Knowledge of Citibank’s Credit Policies desirable but not essential
  • Good understanding of the needs of the sales/ marketing teams and ability to adjust working style to optimize controls and ensure smooth and efficient delivery of credit solutions
  • Over 7 years’ experience as a Credit Officer
  • University graduate with at least 10 years of experience in either Private Banking, Markets, Real Estate Finance, Corporate Banking, Investment Banking and/or Risk Management

Skills For Group Investment Finance Expert Resume

  • Work with various stakeholders within the bank to underwrite and close commercial real estate loans. Including oversee the completion of credit approval, present transaction to credit committee and oversee transaction closing process including negotiation of legal documentation
  • Good communication skills and able to interact with all levels, both with the client and within the bank. Ability to summarize and present findings and recommendations succinctly
  • Experience preferably in a Markets, Credit or Risk-related role covering ASEAN / India / Australia markets
  • Working experience, with exposure to credit analysis
  • Previous experience in an administrative and/or office role preferable
  • Working closely with credit authorisation team to complete systemic setup

Skills For Manager, Investment Finance, Funds Resume

  • Co-ordinate the monthly/quarterly self- testing and reporting of the Operational Risk Indicators (ORI’s) relating to each Process Risk and Control (PRC)
  • Comfortable in setting their own agenda and syndicating support from others to execute
  • In partnership with IF Transactor, assist with the structuring and execution of CRE transactions, meeting Risk Acceptance Criteria
  • Full understanding of CPB and ICG Credit Risk Policies and Guidelines
  • Co-ordinate the on-going development and implementation of the Global IF MCA construct with approval from Operational Risk Management
  • Manage Quarterly Rating process and produce the MCA reports and related MIS

Skills For Cpb-investment Finance Real Estate Transactor Resume

  • Detailed knowledge of the Product Programmes and CPB Credit Policies which govern the lending criteria for MSBF, RRE, CRE and SCF facilities
  • Excel and MS Word
  • Work under pressure to tight deadlines in fast paced environment
  • Update of CitiRisk systems at the Global and Regional Entity Level or work with the Regional MCA co-ordinators to have this done
  • Manage the Annual Risk Assessment processes and all necessary follow ups
  • Multi Asset Group, Global Equities, Fixed Income Finance / Business Operations

Skills For Investment Finance West Head Resume

  • International and Finance Services
  • Collateral Evaluation – Commercial Real Estate and other asset classes, as required
  • Primary responsibility is to execute end-to-end processing of simplified credits by liaising with all relevant stake-holders to discuss and set up credit facilities on CPB platform via
  • Performance of monthly QA sampling work, to self-test the business’s compliance with its own lending standards under the Managed Control Assessment (MCA) framework; reporting of findings as required
  • Identification and escalation of red flags and non-compliance with business procedures, policies and guidelines to the Portfolio Management team leader and IF Transactor teams to ensure timely resolution

Skills For Investment Finance Transactor Resume

  • Production, issue and tracking of monthly reports in support of the business including, but not limited to, timely completion of annual reviews, facility covenant compliance, past due interest and amortisation payments and others as required in support of effective portfolio management
  • Infrastructure Equity Finance
  • The role is focused on the origination, structuring, and underwriting of Margin and Securities Backed Finance (MSBF) with particular emphasis on Pre-Settlement Exposure for capital market products. This includes taking security over diversified portfolios of marketable securities (equities, bonds, mutual funds, hedge funds) and against concentrated positions
  • This is a demanding role in which individual judgment is needed to assess the risk reward dynamics of the extension of credit. It requires a strong mix of analytical and process skills and the ability to influence stakeholders, including Private Bankers, Risk, auditors or other areas of the Bank and to ensure processes meet the Bank’s highest standards
  • An Investment Finance (IF) Specialist is a Lending Product Specialist within the Investment Finance business with “indirect” client coverage responsibility. In this capacity the IF Specialists works alongside the IF Transactor with primary responsibility to perform the analysis and deal structuring for the credit approval as well as deal execution and closing
  • Completion of Quality Assurance (QA) reviews to support loan originations, annual and interim credit reviews of all the CPB’s core loan products – Margin and Securities Backed Finance (MSBF), Residential Real Estate (RRE), Commercial Real Estate (CRE), Subscription Credit Facility (SCF), Law Firm Group (LFG) and other tailored loans as required from time to time, including Aircraft and Art

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