Investment VP Resume Sample

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Gerson Steuber
30172 Moore River,  Dallas, TX
+1 (555) 609 5428

Work Experience

VP, Software Investment Banking
04/2017 - PRESENT
New York, NY
  • Foster and support a culture of best practice and ‘white glove’ service to clients within the Investor Services area of the business. Promote and maintain our high quality client experience. Understand the needs of our clients, their requirement for accurate and timely reporting coupled with a proactive approach to client relationship management
  • Proposing a methodology for aggregating the Companys market, investment, insurance and operational risks, including the manifestation of those risks on the lenses of long-term economic value, statutory solvency, GAAP financials and liquidity
  • Leading the development of a methodology for determining enterprise risk capacity for all of these lenses
  • Leading the development of risk appetite metrics and an associated enterprise limit framework, ensuring consistency and integration with the Companys capital planning process, and developing a methodology for determining which metrics are binding, and at which levels
  • Leading the development of analytics to help the Company to optimize across risks
  • Leading advocacy regarding enterprise risk methodology, both within the Company and with external stakeholders
  • Leading the design , specification and expansion of the Companys internal and emerging regulatory stress scenarios
Investment Senior VP
12/2014 - 12/2016
Phoenix, AZ
  • Acting as Chair of the Companys Correlation Council, which seeks to provide transparency regarding and ensure consistency of correlation assumptions used in the Companys models
  • Acting as Co-Chair of the companys Stress Testing Advisory Council
  • Model Control Standards: Overseeing plans and activities related to modeling systems and model risk activities across the Company to ensure consistency and transparency of modeling direction, vision, strategy, and appropriate governance controls
  • Managing a team of resources responsible for review and enhancement of market risk-related analytics (and data), including assessment of the impact of market risks on income and capital
  • Assisting with model development and customization, including finalization of a new Enterprise Risk Framework for interest rate risk and development of improved analytical tools to support risk management of ALM interest rate mismatch
  • Overall ownership of the strategic positioning of the general account assets backing the annuities business
  • Work with business partners to understand the liability profile and risk characteristics, review the replicating portfolio results and ultimately, determine the long term Strategic Asset Allocation (SAA) for those liabilities
Investment VP
05/2011 - 08/2014
Houston, TX
  • Work closely with the portfolio management team to ensure that the asset portfolio is being managed to its duration benchmarks
  • Work closely with the portfolio management team to determine the Marginal Asset Allocation (MAA) and Tactical Asset Allocations (TAA) being executed by the portfolio
  • Work closely with the business to quantify the overall impact of the business, including the impact on earnings, capital and reserves on all asset allocation decisions
  • Educate and communicate with insights, the investment performance, emerging topics and the overall general account portfolio positioning. Assume a leadership role in the monthly portfolio updates with business partners, quarterly Asset Liability Council (ALCO) meetings with the senior leadership team and other forums (such as the Senior Annuity Financial Risk Committee)
  • Engage in product design, development and pricing as a member of the BU pricing process
  • Demonstrate expertise in communicating the investment component of reported Business earnings (Adjusted Operating Income (AOI), ROE and supporting measures)
  • Serve as an advocate for the BU in asset origination and allocation discussions
  • Participate in BU senior management meetings and attend financial review sessions
  • Contribute to the attraction, retention and development of talent


Globe University / Minnesota School of Business
2005 - 2010
Bachelor's Degree in Accounting

Professional Skills

  • Know the investment management industry and stay abreast with trends, issues, techniques and technology to ensure continued thought leadership and competitive advantage
  • Strong analytic and investment skills and a proven track record in making and managing solid debt investments over time
  • Excellent presentation and communication skills; having an ability to communicate results and influence decisions and direction at the senior management level
  • Possess superior analytical skills tempered by practicality and common sense
  • Experience in Financial Services, ideally directly or supporting a market/investment facing role
  • Experience in media and/or advertising operations on the national television side of business
  • Three or more years of transaction-related experience, including a significant amount of M&A transactions, preferably at an investment bank

How to write Investment VP Resume

Investment VP role is responsible for insurance, modeling, design, reporting, integration, finance, retail, negotiation, leadership, presentation.
To write great resume for investment vp job, your resume must include:

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

Contact Information For Investment VP Resume

The section contact information is important in your investment vp 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 VP Resume

The section work experience is an essential part of your investment vp 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 vp 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 vp position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Investment VP resume experience can include:

  • Excellent relationship building, communication and presentation skills, as well as an aptitude for negotiation and persuasion
  • Prior experience as an investment professional and an MBA, CFA, CIMA, or CFP designation is highly desirable
  • Experience in the corporate finance industry
  • Managing the Retail Products Pricing Committee quarterly meetings. Setting agenda in accordance with the committee’s charter, managing meeting materials
  • Working closely with the Managing Director to successfully accomplish the objectives of the Dallas office and Prudential Capital Group overall
  • Keeping updated on relevant regulations (Heightened Standards) to ensure the team’s day to day operation is in continued compliance

Education on an Investment VP Resume

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

When listing skills on your investment vp 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 vp skills:

  • Strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members
  • Keen organizational skills and an ability to manage many activities at once
  • Seven or more years of transaction-related experience, including a significant amount of M&A transactions, preferably at an investment bank
  • Experience in managing projects
  • Critical reasoning, natural curiosity and good common sense
  • Experience with the various legal, tax and other issues common to transactions

List of Typical Skills For an Investment VP Resume


Skills For VP, Software Investment Banking Resume

  • Building and leading a team of specialists responsible for the functions described above
  • Identifies and communicates issues or limitations related to product, platform, operations, systems or pricing
  • Capacity and desire to take on leadership responsibilities at the team level
  • Effective communication and motivation skills, with a style that actively engages both team members and others within the organization to develop plans and resolve issues
  • Help others to play to their strengths and collaborate well with other partners

Skills For Investment Senior VP Resume

  • Provides investment support and guidance to clients, prospects, Investment Specialists and Relationship Managers
  • Provides input and support for the development of new business initiatives and product enhancement
  • Distill and then to clearly and concisely communicate complex issues to a variety of decision makers and audiences
  • Convey a sense of urgency and to work productively with both office investment teams, as well as external clients
  • Thrive in a fast-paced, results oriented environment

Skills For Wealth Management Ops Investment Solutions Client Onboarding MIS Team Lead VP Resume

  • Manage a high profile hedge fund client relationship from an Investor Services perspective by engaging with hedge fund principals and their investors and developing relationships with them
  • Manage a key team within Investor Services to deliver and oversee their work to ensure it is of the highest quality standards. Ensure that the team operates efficiently, adheres to procedures, SLA & ISAE 3402 requirements and CS PFS best practice and policy
  • Determine resource requirements and subsequently recruit, train, motivate & develop staff to ensure a fully functioning team capable of meeting the department’s objectives, including leading the performance management process
  • Experience in Fund Administration with at least 5 years in a management capacity
  • Lead cross-departmental initiatives within the Chief Investment Office
  • Developing short- and long-term strategic business and financial plans in partnership with the Lending Solutions, Financials Institutions Group and Corporate leadership teams

Skills For COO VP of Morgan Stanley Banks Investment Portfolios Resume

  • Appraising operating results in terms of the cost structure and the impact on pricing models and profitability. Evaluate Lending Solutions performance against budget and recommend general operating effectiveness improvements within the division
  • Providing accurate and timely historical and projected financial and operational information and variance analysis to Lending Solutions and Financial Institutions Group leadership on a monthly basis and corporate executive management quarterly or more frequently as required
  • Recruiting, developing, and retaining a highly capable finance team; measure quality, effectiveness and development of the Lending Solutions personnel and organization
  • Define clear, rule-based mapping of products and product classes to meet customers’ needs, and describe what steps are required for a customer to buy those products
  • Deep insights into customers’ needs and the ability to define solutions that match customers’ knowledge, affluence, and needs
  • Lead a product-focused team responsible for the oversight and due diligence of management fee revenues and distribution fee expenses (including 12b-1 fees and revenue fee sharing) for Morgan Stanley Investment Management’s domestic and international Mutual Fund products; including liquidity products
  • A team-oriented sales professional with extensive knowledge of the financial services industry, as well as awareness of key industry trends in the investment management and wealth management

Skills For VP, Brokerage, Banking & Investment Products Resume

  • Originating new private placements of senior and mezzanine financings, typically ranging in size from $10 to $300 million
  • Developing relationships with clients, prospects and intermediaries within the geographic territory
  • Working with lawyers to successfully negotiate covenants and other provisions within loan documents
  • Cultivate and maintain relationships with clients in the following spaces: broker-dealer, bank trust, and independent RIAs
  • A self-starter with a stellar sales track record, a strategic approach to sales, and a keen interest in business development
  • Responsible for the management and development of investment professionals on Dallas Corporate Finance team
  • Coordination across organizations, locations and across levels Education

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