Investment Office Resume Sample

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Steve Jacobs
172 Gulgowski Burgs,  Detroit, MI
+1 (555) 614 9956

Work Experience

CIB Fund Services Investment Middle Office Services Product Development Associate
09/2017 - PRESENT
Philadelphia, PA
  • Provide support to the Investor community for JPMorgan’s alternative investment products
  • Equity analyst experience, buyside experience in an advantage
  • Strong analytical, research and financial modelling skills
  • Passion for equity investment
  • Flexibility to work in a small office environment
  • Develop agenda’s and presentation decks for status meetings
  • Industry & Firmwide Initiatives – Support ongoing industry working groups and firmwide initiatives in an effort to maintain the firm’s integrity and reputation
  • Professional with 10+ years of professional experience in resources, manufacturing, consulting, investment banking, corporate finance, law or engineering
  • Strong valuation capability with governance experience highly desired
Investment Office Coordinator
03/2015 - 07/2017
Houston, TX
  • Lead the implementation of initiatives related to regulatory changes and support global Group initiatives to improve processes, develop policies and generate innovation
  • Responsible for monitoring the adherence to the investment guidelines by defining checks and investment limit controls to monitor the local investment portfolios
  • Responsible for managing and monitoring the local investment-related data in order to answer requests from senior management and IM/Group internal stakeholders
  • Contribute to the development of investment-related processes, validate and review them to ensure an efficient setup in line with IM/Group and local regulations
  • Part qualified accountant or recent graduate with a third level qualification in Finance or Business
  • Willingness to undertake or working towards an accountancy qualification (ACA, ACCA or CIMA)
  • Excellent communication skills, in particular listening and written reports
Investment Back Office Assistant
03/2010 - 01/2015
Houston, TX
  • Able to offer commercial insight, analytical expertise and strategic thinking
  • Coordination of client & internal events on behalf of the IP Investment team, in conjunction with sales & marketing colleagues across Invesco
  • Lead a small local team with the responsibility to ensure control and processing of transactions associated with purchasing and selling securities to support the in-house portfolio management. But also help them to develop and implement IM business processes and manage performance across all activities in order to achieve business objectives and continuously improve performance
  • Manage the Investment Book and Asset & Liability Management for regulatory requirements
  • Manage the Investment Book and Asset & Liability Management for local regulatory requirements
  • Provide investment information to management, investment teams, and Zurich counterparties as needed
  • Manage key internal and external stakeholder relationships
  • Support the investment income and investment expense process by providing data requested by the central IM, local team or the CIO and by explaining variances from plan to ensure IM's objectives are met


Ottawa University - Wisconsin Campus
2005 - 2010
Bachelor's Degree in Finance

Professional Skills

  • Excellent communication skills and the ability to liaise cross functionally with different employees of differing seniority
  • Excellent administration skills combined with the ability to plan meticulously
  • Experience in dealing with vendor management and conversion projects
  • Experience working with various product groups
  • Experience interfacing with outside vendors (i.e. Custodians, Fund Companies/Administrators)
  • Demonstrable previous project management experience
  • Experience with alternative investments and/or alternative investments operations

How to write Investment Office Resume

Investment Office role is responsible for research, events, securities, administration, purchasing, financial, marketing, microsoft, coaching, liability.
To write great resume for investment office job, your resume must include:

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

Contact Information For Investment Office Resume

The section contact information is important in your investment office 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 Office Resume

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

Representative Investment Office resume experience can include:

  • Exposure to international offices and procedures
  • Microsoft Suite of applications proficiency
  • Operations management in a global financial services environment
  • Educated to undergraduate level of equivalent is desirable

Education on an Investment Office Resume

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

When listing skills on your investment office 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 office skills:

  • Effective listening and written English is of upmost importance
  • Experience in Asset/Wealth Management
  • Experience with Alternative Investments and/or Alternative Investments operations
  • Understanding of Private banking operations and /or JPMS operations
  • Operations Manager Series 99 Certification required or can be obtained within 120 days
  • Series 99 or 7 certification

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