Senior Analyst, Investment Resume Sample

5.0
4 votes
Lelia Harvey
17171 Wolff Light,  Chicago, IL
+1 (555) 471 9853

Work Experience


Senior Analyst, Investment Performance
08/2015 - PRESENT
Chicago, IL
  • Strong understanding of investment management and financial risk management
  • Excellent analytical capabilities and ability to understand quantitative models
  • Experience with MSCI Barra or similar risk modeling tools
  • Monitor and manage the Operations team’s inbox – incoming items include underlying fund capital statements, fund communications, capital call notices and distribution notices
  • Sets up LPs, monitors and assures quality of data on Burgiss Private-i platform for clients and partners
  • Mentors and participates in training of new Private Monitor clients, team members and other internal staff
  • Maintains records of client profiles, deliverables and deadlines
  • Supports consultant in preparation and delivery of presentations to existing clients and new business prospects
Senior Analyst, Investment Risk
06/2009 - 07/2015
Houston, TX
  • Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters
  • Assisting with business development activities, including preparation of key meeting deliverables and presentations, to generate new projects and support the achievement of WHG’s room growth objectives
  • Tracking and reporting on WHG’s capital commitments to hotel development efforts
  • Market Identification: Competitive Analysis, Market Analysis, SWOT Analysis
  • Industry Expertise: Know the business process and technology solutions for your area
  • Leadership through persuasion and helping to provide a pragmatic framing of the problem and possible solutions
  • Analyze complex business processes and translate that into practical requirements for the technology team to execute
Senior Analyst Investment Fund Services
02/2003 - 03/2009
Boston, MA
  • Escalate any issues related to potential late communication, client issues, production problems etc and take responsibility for fault resolution
  • Analyze designated systems data structures and business processes. Develop alternatives, enhancements, and solutions that maximize effectiveness
  • Draws on extensive knowledge base (e.g., Bloomberg AIM, applications, and SME’s) to analyze problems of the greatest complexity and contribute to troubleshooting efforts
  • Assist in executing all facets of the group’s mandates
  • Quantitative and qualitative data analysis and industry research
  • Develop complex financial models
  • Preparation of client proposals and “pitchbooks”
  • Maintaining group’s databases on a current basis

Education


Palm Beach Atlantic University
1998 - 2002
Bachelor's Degree in Finance

Professional Skills


  • Solid problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures
  • Strong interpersonal and communication skills (verbal and written), including the ability to explain detailed financial and statistical analyses
  • Relevant experience within investment banking or related finance experience
  • Investment management experience including exposure to various alternative assets
  • Investment Banking experience
  • Experience and interest in developing complex financial models to facilitate valuation and economic analysis
  • Financial analysis training and experience

How to write Senior Analyst, Investment Resume

Senior Analyst, Investment role is responsible for reporting, travel, modeling, research, database, training, securities, finance, analysis, marketing.
To write great resume for senior analyst, investment job, your resume must include:

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

Contact Information For Senior Analyst, Investment Resume

The section contact information is important in your senior analyst, investment 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 Senior Analyst, Investment Resume

The section work experience is an essential part of your senior analyst, investment 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 senior analyst, investment responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior analyst, investment position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Senior Analyst, Investment resume experience can include:

  • Robust desktop application skills (e.g. Excel, Access, Word, PowerPoint, etc.), as well as the ability to automate routine reporting
  • Be able to communicate efficiently and effectively with internal partners and senior managers
  • Effectively manage multiple project assignments and deadlines simultaneously required
  • Upon identifying and analyzing exceptions, ensure necessary, corrective action is assigned to responsible parties, logged, and prioritized for resolution
  • Experience with evaluating quantitative methodologies and tools (e.g. use of SAS, SQL, etc.)
  • Use sound judgment to determine the validity of ex-post risk statistics and characteristic calculation

Education on a Senior Analyst, Investment Resume

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

When listing skills on your senior analyst, investment 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 senior analyst, investment skills:

  • Strong verbal and written communication skills are required to effectively synthesize results and escalate key risks
  • Able to manage client relationships effectively
  • Experience withOrder Management & Trade Processing Systems:(Bloomberg AIM, BBH Infomediary, ClearPar, Wall Street Office)
  • Prepare, validate and distribute regular and ad hoc Investment Portfolio risk reports
  • Provide thought leadership and demonstrate a commitment to best practice in managed funds research, portfolio construction and adviser education
  • Understanding of client objectives, investment strategy, and general investment issues

List of Typical Experience For a Senior Analyst, Investment Resume

1

Experience For Senior Analyst, Investment Performance Resume

  • Develop and implement effective Licensee and adviser communication tools and client materials that assist advisers in recommending investment products/service to their customers
  • Willing to plan out and complete short term projects with little intervention from consultants or team leads
  • Proactively seek out learning opportunities
  • Capable of presenting our products in front of large audiences especially in front of a client
  • Direct support of day-to-day transaction execution
2

Experience For Senior Analyst, Investment Risk Resume

  • Assistance in the development of potential buyer/investor lists
  • Interact with clients and travel as needed
  • Work with IRAS Consultant to understand client objectives, investment strategy, and general investment issues
  • Present performance results in accordance with client requirements in conjunction with IRAS Consultant
  • Act as mentor for IRAS Analysts
  • Knowledge of financial markets, investment instruments and portfolio management
3

Experience For Senior Analyst, Investment Banking Resume

  • Work closely with the relationship management team and wider NT partners on all mutual clients (corporate actions, income, transitions)
  • Works with the Bangalore Team to ensure operational processes and efficiencies are maximized
  • A willingness to learn about performance attribution and new concepts within finance
  • Think critically and analyse problems independently
  • Maths/Economics/Finance or any other numerate background at university
  • Monitor Reconciliation Tool and any associated applications daily to ensure all exceptions are captured
  • Ensure cash and positions for respective Funds / Portfolios are reconciled accurately, efficiently and on a timely basis with custodians and other external parties, as well as across multiple internal systems
  • Support and mentor Portfolio Analysts in the following areas: analysis and problem solving, flexibility in a changing environment, and notification and escalation
4

Experience For Senior Analyst Investment Fund Services Resume

  • Develop a significant level of expertise of the holdings, terms, and transactions of all Funds / Portfolios to provide intuitive and proactive oversight of same
  • Interface with internal and external business teams to identify root cause of exceptions
  • Respond to numerous ad hoc requests from internal and external clients for additional information
  • Coordinate corrective actions with appropriate teams
  • Monitor changes in business processes to ensure Reconciliation Tool and any associated applications are updated accordingly
5

Experience For Senior Analyst Investment Analysis & Feasibility Resume

  • Financial Services operations
  • Use Excel, Access or internal systems as needed to prepare daily, monthly, quarterly and annual reports for internal distribution
  • Use PowerPoint and Adobe to prepare decks on a monthly and quarterly basis for various committees
  • Research in various internal systems as needed to document findings
  • Ensure day to day deliverables are met
  • Support the Senior Director of Fund Administration with trading, including coordinating with the investment team to meet trade deadlines, preparing and routing trade tickets for authorization, working closely with custodians to subscribe/redeem from underlying funds, and providing documentation as required by investee funds
6

Experience For Senior Analyst, Investment Ops Resume

  • Assist with the monthly close process, including reviewing and reconciling underlying fund capital statements
  • Work closely with the fund accounting team as necessary to assist with monthly close
  • For private equity funds, prepare and/or review capital calls and distribution notices
  • Monitor and manage the operations’ team’s inbox – incoming items include underlying fund capital statements, fund communications, capital call notices and distribution notices
  • Assist with portfolio management database support
  • Assists in the preparation on client reports and presentations
  • Obtains client data from partners in operations to ensure the accuracy and timeliness of all data provided to clients
7

Experience For Senior Analyst, Investment Services Resume

  • Know the difference between various performance methodologies. Ability to research residuals, prove out returns, and know where to pull accounting that supports the underlying returns
  • Uses Microsoft Excel and proprietary performance tools to interpret attribution
  • Interprets business periodicals in order to recognize and understand the market environment
  • Develops or completes projects in designated areas of expertise
  • Sets up accounts, monitors and assures quality of data for clients and partners
  • Field inquiries from clients and follow up with a solution within 24 hours
  • Set a positive example for partners internally and become a subject matter expert for our IRAS partners globally

List of Typical Skills For a Senior Analyst, Investment Resume

1

Skills For Senior Analyst, Investment Performance Resume

  • Five years of related fixed income investment operations experience
  • Experience in a financial analyst, transaction advisory, or similar role required
  • Experience with hedge funds, investment management, and/or financial services
  • Experience with database support and maintenance
  • Microsoft Excel, Word, PowerPoint, Access, SAS, SQL experience
  • Independently plan, prioritize and execute tasks to manage projects and achieve objectives
  • Assist in preparing extensive written documents including business development proposals and company information documents for marketing purposes
  • Support Relationship Managers by providing technical expertise and attending client meetings
  • Expertise in financial computer applications and database management tools including MS Excel and Powerpoint
2

Skills For Senior Analyst, Investment Risk Resume

  • Work collaboratively with Relationship Managers, Onboarding, Training and Service Delivery Teams to design and develop appropriate learning solutions aligning to business needs
  • Identify opportunities to leverage and enhance existing learning resources for cost and time savings
  • Implements standardized procedures via documentation and training
  • Carry out risk attribution for individual investment strategies and identify risk factors using established methodologies and applications
  • Accommodate an occasional early work shift (8am to 4pm) to support critical daily compliance monitoring
  • Conduct critical reviews of pricing models and risk models
  • $126 billion in banking assets
  • Track record of outstanding academic achievement
  • Be able to recognize and resolve issues relating to performance measurement and attribution
3

Skills For Senior Analyst, Investment Banking Resume

  • Consult with clients on all aspects of their Investment decision making, and implementation of the performance measurement service
  • Participate in training initiatives for clients and internal partners
  • Implement evaluation metrics and monitor results to determine overall client and business
  • Manages relationships and provide expertise, counsel and direction on products and services to both internal and/or external clients
  • Analyze risk results for both the portfolio and aggregated fund at a detailed level to ensure completeness and accuracy of results
  • Ensure that risk estimates are calculated correctly through analytical reviews, reasonability checks, position reconciliations and established processes that comply with Investment Risk Management Standards and Methodologies
  • Work with functional teams, in particular Credit Risk Oversight and Market Risk Oversight, to develop strategy-specific risk reports and analyze investment department strategies
  • Develop a deep knowledge of the current risk infrastructure, identifying opportunities for improvements and design solutions to address shortcomings or enhancements with the Solutions Engineering team within Risk Analytics, the Investment Risk group and IT
  • Work with data service departments and/or IT partners to identify and source necessary position, market and reference data to fulfill risk measurement practices
4

Skills For Senior Analyst Investment Fund Services Resume

  • Facilitate the integration of tactical and manual solutions into production-grade systems by framing and documenting the functionalities for IT
  • Participate in or lead ad hoc Investment Risk projects and autonomously liaise with other departments to satisfy dependencies and acquire source data
  • Develop/implement ad-hoc projects across investment risk to support market/credit risk analysis under the guidance of a director or senior manger
  • Participate in the development of a long term risk model
  • Conduct research in asset risks and returns
  • Thorough knowledge of a variety of fixed income instruments
5

Skills For Senior Analyst Investment Analysis & Feasibility Resume

  • Perfectly bilingual in French and English (oral and written)
  • Mastery of Microsoft Excel and PowerPoint required
  • $7.4 trillion in assets under custody
  • $9.3 trillion in assets under custody/administration
  • Business and Financial Analyses 70%
  • Relationship Management Support 30%
6

Skills For Senior Analyst, Investment Ops Resume

  • Experience in the financial services industry, preferably in one or more of the following areas: treasury, risk management, compliance or regulatory oversight, auditing, consulting, or financial reporting
  • Advanced Microsoft Excel, Access/Database, and PowerPoint
  • MBA or/or Chartered Financial Analyst (CFA) designation
  • Advanced knowledge of Microsoft Excel, Bloomberg, FactSet, and/or other research tools
  • Proactively work with back and middle office partners to resolve discrepancies in daily valuations
  • Review, audit, and interpret performance attribution – Equity, Fixed Income, Stock Level, and/or Absolute
  • Recommends different types of improvements and analysis to modify the performance measurement process
7

Skills For Senior Analyst, Investment Services Resume

  • Communicates with clients, the client’s fund managers and/or consultant on a regular basis
  • Involvement in production of scheduled reporting – monthly and quarterly. Responsible for the quality reviews of assigned monthly reporting clients. The sole point of contact for IRAS with the assigned clients
  • Participate in continued development of performance measurement capabilities and subsequent implementation into ongoing client deliverables
  • Present performance results in accordance with client requirements
  • Sustain high level knowledge of Northern Trust systems, investment instruments / markets and market trends in performance measurement and risk
  • Ensure operational processes and efficiencies are maximised
8

Skills For Senior Analyst Investment Risk Resume

  • Support the sales/ marketing effort to attract new clients to the risk reporting platform.To support the provision of market risk analytics via an online portal for asset manager and sophisticated asset owner clients
  • Perform independent reviews of liquidity stress testing methodology changes to evaluate the reasonableness of the methodology, as well as the effectiveness of the calculations and controls
  • Perform ad hoc analysis to challenge key stress testing assumptions, such as sensitivity analysis
  • Independently review and challenge Treasury’s deposit modeling practices, particularly evaluating the reasonableness of approaches from a risk management perspective
  • Regularly monitor risk metrics and escalate early warning indicators to the appropriate Treasury and Risk Management partners, and assist with periodic recalibration efforts
  • Manage client relationships on a day-to-day basis by taking an active part in understanding their performance reporting requirements
  • Test adherence with Treasury procedures and regulatory requirements, including evaluating key production controls
  • Perform detailed company valuation analysis using models incorporating industry and company research
  • Involvement in production of scheduled reporting . Responsible for the quality reviews of assigned monthly reporting clients
9

Skills For Senior Analyst, Investment Delivery Resume

  • Responsible for following established guidelines and identifying
  • Coordinate risk committee agendas and assist with preparation of meeting materials
  • Candidates are anticipated to have strengths in some but not all areas of responsibility; therefore, the ability to take initiative and rapidly grasp complex quantitative and business processes is critical
  • Consider the application of investment advice and portfolio construction trends to assist with the development of appropriate investment portfolios including SMAs and MDAs
  • Responding to client queries for ad-hoc performance analysis that needs to be conducted within terms of SLA
  • Prepare presentation materials to support executive decision making on M&A and strategic matters with detailed financial analysis
10

Skills For Senior Analyst Investment Performance & Risk Resume

  • Complex valuation analysis and financial modeling
  • Generate all standard analytical formats including comparable, merger models, leveraged buyout models, dilution analysis, etc
  • Participate in continued product development of performance measurement capabilities and subsequent implementation into ongoing client deliverables
  • Capable of working well within a team
  • Comfortable using sophisticated software
  • Detail oriented and extremely thorough – having the confidence to ensure work processes are completed accurately
  • Work towards becoming proficient in all areas of the job
  • Lead documentation creation of SMA/MDA processes, FSC documents, IMA, conflict controls and other related documents

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