Investment Management Finance Resume Sample
Vita Rempel
8038 Paolo Crossroad,
Detroit,
MI
+1 (555) 955 9275
Work Experience
Investment Management Finance Senior Manager
04/2017
-
PRESENT
Dallas, TX
- Set up and manage appropriate meetings, coordinate communication among stakeholders
- Develop reporting functionality to support client level profitability
- Record Fee Revenue and Fee Sharing Expense accruals to the general ledger on a monthly basis
- Oversee and ensure accuracy of Firm balance sheet and P/L accounts across numerous legal entities
- Produce various analytics and management reports for use by senior business unit personnel
- Participate in periodic firm budget and forecast exercises including the semi-annual CCAR stress test submitted to the Fed
- Assess new product offerings to determine operational support requirements
- Compile pro-forma financial analysis on prospective intermediary clients
- Cross-function coordination across with Investing, Sales, Operations, Legal, Compliance and Technology organizations
Investment Management Finance
09/2013
-
02/2017
Detroit, MI
- Participate in all internal and external audits and regulatory exams, including support of compilation and filing of annual financial statements for broker/dealer entity
- Provide supervision, training and guidance to staff
- Responsible for Wealth Managements’ Regulatory reporting requirements including FR-Y9C and Call Reports
- As part of a product-focused team, calculate and perform due diligence of management fee revenue and distribution fee expenses for Morgan Stanley Investment Management’s domestic and international products; including alternative investments, mutual funds, liquidity products, and separately managed accounts
- Analyze period over period variances in fees; ability research and present findings
- Maintain executives’ calendar, schedule all meetings and conference calls, handle meeting
- As part of a product-focused team, calculate and perform due diligence of distribution fee expenses for Morgan Stanley Investment Management’s domestic and international liquidity funds
- As part of a product-focused team, oversee and perform due diligence of management fee revenue and distribution fee expenses for Morgan Stanley Investment Management’s domestic and international products; including alternative investments, mutual funds, liquidity products, and separately managed accounts
- Liaise with Global Advisory & Policy (GAP) group to monitor accounting and regulatory capital policies
Investment Management Finance Controller
04/2010
-
08/2013
New York, NY
- Review of financial statements and assist with disclosure preparation (e.g., 10-K, 10-Q and stand-alone reports)
- Lead the coordination of the annual budget, quarterly and full year forecasts, and stress-test (CCAR/DFAST) forecasting for Investment Management
- Supporting the quarterly earnings process, including quarterly financial due diligence meetings, earnings release, 10Q/10K, and other various disclosures
- Partner with the Investment Management business to develop value-add analytics for strategic decision-making
- Lead the enhancement of financial reporting systems used for budgeting, forecasting, and management reporting
- Drive strong partnerships across IM Finance; Lead efforts to create efficiency in the budgeting and forecasting processes across the organization
- Previous management experience or a similar leadership role
Education
Southwest Minnesota State University
2005 - 2009
Bachelor's Degree in Finance
Professional Skills
- Strong interpersonal and communication abilities; exceptional listening written and verbal skills
- Prior experience in a capital or balance sheet focused role
- Drive strong partnerships across IM Finance; Enhance coordination of budgeting and forecasting with a focus on consistency of assumptions and reporting views
- Expense/management reporting and analysis experience
- Support balance sheet limit monitoring and validation of the business required capital for IM
- Experience: 3 - 5 years
- Qualified accountant with more than 3 years post qualified experience in international audit firms or financial institutions
How to write Investment Management Finance Resume
Investment Management Finance role is responsible for modeling, research, reporting, planning, training, finance, automation, cpa, accounting, analysis.
To write great resume for investment management finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Management Finance Resume
The section contact information is important in your investment management 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
- Telephone number
Work Experience in Your Investment Management Finance Resume
The section work experience is an essential part of your investment management 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 management 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 management finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Management Finance resume experience can include:
- Provide support for strategic decision making through capital scenario analysis
- Partner with Treasury to develop and implement Treasury P&L reporting and capital liquidity metrics
- Production and analysis of the annual budget, quarterly and full year forecasts, and stress-test (CCAR/DFAST) forecasting for Investment Management
- Eagerness to learn; willing to put in the time and effort to succeed
- Familiar with IFRS/HK Accounting Standards
- Knowledge/understanding of financial statements and analysis
Education on an Investment Management Finance Resume
Make sure to make education a priority on your investment management 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 management 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 Management Finance Resume
When listing skills on your investment management 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 management finance skills:
- Ambitious, self-motivated individual, strong work ethic, positive attitude and the ability to work
- Supporting the quarterly earnings process, including quarterly financial due diligence meetings, earnings release, and various related disclosures
- Be creative, ready to think outside the box and add input to improving existing workflows
- Lead the reporting and analysis of balance sheet and capital for the Investment Management business, including balance sheet, RWA, and capital analysis
- Coordinate the balance sheet forecast and related analysis for stress testing (CCAR/DFAST) and resolution planning (RRP)
- Position Category: Finance / Accounting
List of Typical Skills For an Investment Management Finance Resume
1
Skills For Investment Management Finance Senior Manager Resume
- Department: MSIM Finance / IM Control
- Proficiency in written and spoken Cantonese and English
- Mature, independent, self motivated, able to work under pressure and drive changes
- High level of focus on work quality; superior attention to detail
- Support the production of financial and regulatory disclosures
- Lead process improvement and automation efforts
- Complete ad-hoc analysis and presentations for the senior leadership of Finance and the business
- High level of focus on work quality; superior attention to detail LI-JJ1
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