Senior Associate Resume Sample
Connor Lubowitz
13898 Clair Ridge,
Boston,
MA
+1 (555) 413 6637
Work Experience
Senior Associate
07/2015
-
PRESENT
Houston, TX
- Provide superior customer service to RBC Wealth Management branches, Correspondent firms and other operations staff as primary contact for all questions concerning Visa, check writing and ACH services as well as Transfer on Death Account set up.
- At least 2 – 3 years settlements or trade/transaction support experience in Asian markets
- Knowledge of SWIFT instruction mechanisms (MT54x / MT202 / 210)
- Advance excel and macro skills are highly desirable but not a prerequisite
- Edit, format and produce letters, financial statements, reports, project resumes, and other client deliverables in Microsoft Word and Excel using various styles with multiple page layouts, headers/footers, and charts/graphs/tables
- Prepare, edit and format PowerPoint presentations using advanced features and functions
- Prepare and distribute various types of business unit reports including recognizing trends and providing data analysis and reconciliation
- Coordinate meetings, webcasts or conference calls, including scheduling and communication, maintaining information and preparing and distributing materials
Senior.associate
06/2010
-
04/2015
Detroit, MI
- Support various projects from start to finish using Microsoft software and other firm systems or web based applications including working with others to ensure quality and timely completion and document management
- Recommend appropriate capital structure alternatives to clients using the firm’s products
- Indirect Sales. Support CME’s client facing generalist sales teams with pre and post-sales support on an as needed basis during their commercial opportunity
- Develop, edit and format letters, PowerPoint presentations, spreadsheets, proposals, project resumes, confirmations, mass mailings and all other client deliverables from draft stage to client-ready work
- Prepare and distribute business unit reports including recognizing trends and providing data analysis and reconciliation
- Plan, coordinate and participate in meetings, webcasts and conference calls, including scheduling and communication, maintaining information and preparing and distributing materials
- Demonstrate ability to recognize problems and propose sensible solutions, with appropriate balance between clients’ needs and the firm’s risk
- P&S, Corporate Actions, Cashiering, Compliance, Trading Desks, Middle Office and Street brokers
- Perform a variety of assigned tasks related to the timely and efficient settlement of all investment transactions
Administrative Senior Associate
01/2005
-
03/2010
San Francisco, CA
- These tasks include a daily reconciliation for books and records versus various depositories – DTC (Depository Trust Company); CDS (Canadian Clearing and Depository Services) and various international custodians
- Update and actively pursue aged/open/unsettled trades with the goal is to minimize trade failures, therefore, minimizing market and reputational exposure to the company
- Responsible for fund transfers within our cash management custodian –Bank of New York (BONY); accountable for the daily transactions within our bank accounts
- Monitor, verify and/or approve all incoming/outgoing wires and check transactions during the course of each business day
- Maintain records and ensure that our account is properly funded to ensure all outgoing transactions are settled - provide support throughout the organization
- Responsible for the processing of all Voluntary and Mandatory Corporate Actions including all dividend related distributions
- Manage all payment of all corporate actions related entitlements, from the receipt of the entitlements from the depository / agent, to the final payment to the respective client / trader account. Focused attention is given to all Voluntary Corporate Action to monitor and mitigate all CA related risks thru careful dissemination of offering details
Education
Upper Iowa University - Des Moines Center
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Strong verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills
- Very good communication skills, strong writing skills and time management skills
- Strong writing skills with attention to detail and excellent organizational skills
- Effective writing skills and strong attention to detail required Strong analytical, organizational, and time management skills
- Strong Leadership skills and Interpersonal skills. Experience with JavaScript (particularly jQuery)
- Excellent written and oral communication skills, including strong interpersonal skills are required
- Strong analytical skills and communication skills including analysis of unstructured data sets and modeling approaches
How to write Senior Associate Resume
Senior Associate role is responsible for analytical, interpersonal, organizational, excel, business, presentation, advanced, technical, financial, microsoft.
To write great resume for senior associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Associate Resume
The section contact information is important in your senior associate 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 Senior Associate Resume
The section work experience is an essential part of your senior associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Associate resume experience can include:
- Sam today interacts daily with Middle Office, Trading Desks and contra brokers to ensure the smooth processing on all corporate action and for any CA related inquiries
- Excellent organizational, strong communication skills, time management and critical thinking skills
- Strong written and verbal communication skills, as well as the ability to effectively work with all levels, up to and including Partners
- Including senior management Strong control orientation Strong analytical and problem solving skills; sound judgment
- Managing across LOBs and regions. Excellent written and verbal communication skills Ability to develop strong client
- Strong analytical skills with experience problem solving and being able to implement and deliver solutions tailored to a client’s needs
Education on a Senior Associate Resume
Make sure to make education a priority on your senior associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior associate 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 Associate Resume
When listing skills on your senior associate 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 associate skills:
- Demonstrates effective market pricing skills; well-developed job documentation skills; basic knowledge of pay structure development
- Good writing skills, communication and interpersonal skills
- Excellent communication skills in English and Chinese (Putonghua and Cantonese) and writing skills
- Self starter with strong time management skills and an ability to effectively meet tight deadlines for multiple projects, requiring continuous follow-up
- Excellent problem solving skills and relationship skills
- Effective leadership skills and the ability to interact effectively with both internal and external clients
List of Typical Experience For a Senior Associate Resume
1
Experience For Administrative Senior Associate Resume
- Excellent command of the English language, with strong written and verbal communication skills, and the ability to communicate effectively across all levels
- Strong reporting experience with excellent communication skills
- Demonstrate strong leadership skills and ownership in accomplishing challenging goals
- Good organizational skills with demonstrated ability in managing operations
- Strong analytical and problem solving skills, and demonstrates ability to exercise independent thoughts and views
- Strong communication skills, experience providing support to end users
- Excellent organisational skills and ability to prioritise and meet deadlines
- Good project management and execution skills with demonstrated ability to plan and deliver projects
2
Experience For Senior Associate / Assistant Manager Resume
- Good team player, self-motivated with good interpersonal skills
- Good computer skills with experience/knowledge in Viewpoint system or Corporate Secretarial database as an advantage
- Excellent communication and interpersonal skills to co-operate with various stakeholders within the bank
- Excellent communication and interpersonal skills, with strong analytical mindset
- Strong planning and organizing skills; demonstrated ability to set realistic goals and timetables using sound judgment to execute projects
- Strong financial analysis and analytical skills required including an understanding of financial statements, including ratio and trend analysis
3
Experience For Senior Associate, Wealth Strategies Resume
- Excellent report writing skills including advanced use of MS Word, Excel and PowerPoint packages
- Possess experience in interpersonal leadership, team building and networking skills
- IT Skills - Extensive experience of using MS Office. (specifically MS Excel)
- Good programming skills (preferably Java)
- Strong oral communications skills including ability to make presentations
- Good organizational skills, with the ability to multi-task and meet conflicting deadlines in a team environment
- Strong analytical, planning and process development skills
- Very Strong problem solving, organizational skills and attention to details
- Creative, independent with good problem solving skills ,
4
Experience For Senior Associate Athletics Director Resume
- Highly effective interpersonal and relationship building skills
- Excellent relationship building skills to work with coaches, staff, student-athletes, and donors from diverse communities and cultures
- Experience with development skills and technologies such as OBIEE, BI Publisher, SQL and PL/SQL, Toad, and ERwin
- Excellent written and verbal communication skills and ability to perform responsibilities with little supervision
- Strong technology, operations and data management skills
- Good credit and financial analytical skills
- Strong verbal/written communication, organizational, time management and interpersonal skills
- Excellent communication, interpersonal & organizational skills
- Good oral and written communication skills with ability to draft and deliver presentations that synthesize highly technical concepts for senior management
5
Experience For Senior.associate Resume
- Excellent interpersonal skills is essential as the role requires engagement of senior stakeholders
- Excellent communication skills in order to facilitate workshops
- Demonstrated critical thinking and root cause analysis skills
- Team player, self-motivated, with strong analytical and critical thinking skills
- Established strong analysis and presentation skills
6
Experience For Scotiamcleod Senior Associate Resume
- Strong Excel skills (V-lookup, Sum-if, pivot tables, etc.)
- Strong client-focus skills
- Experience in securities, or at least 2 years’ experience in experience in capital markets
- Strong organizational and project management skills; able to manage multiple projects and processes under tight deadlines
- Work under pressure and strict deadlines – strong time management and organisational skills
- Excellent MS PowerPoint, Excel and Word skills required
- Excellent inter-personal and written skills
7
Experience For Senior Associate, Investor Services Resume
- Strong written, verbal, and quantitative analysis skills required
- Solid financial modelling skills, proficiency with Excel
- Demonstrated stakeholder management skills, with an ability to influence
- Have excellent communication skills - both written and oral in English
- Strong technology skills are a core requirement (MS office tools (excel), Matlab, VBA, Bloomberg)
8
Experience For Senior Associate, Treasury Resume
- Detail-oriented and with strong organisational skills
- Have good interpersonal skills, and team player
- Good in Excel and Analytical Skills
- Robust organizational and project management skills; with strong attention to detail and ability to deliver under tight deadlines
- Excellent project management skills and the ability to work under tight deadlines
- Reasonably good communication skills (both oral and written)
- Excellent Media and Blogger Relations skills
9
Experience For Senior Associate, Risk Management Resume
- Strong interpersonal communication presentation skills
- Strong organizational skills and attention to detail are essential
- Strong detail orientation and analytical skills
- StrongMS Office skills
- A highly organized individual with solid project management skills
- Demonstrate well-developed keyboarding skills and accuracy as well as moderate speed
- Strong time management skills with an ability to multitask and be highly efficient and organised
- Reviewing and analyzing the FTP framework at Capital One and effectively communicating issues to management
- Mentoring, managing and coaching associates/team members to build skills and knowledge to perform their roles
10
Experience For Internal Controls Senior Associate Resume
- Outstanding quantitative skills (including working knowledge of statistical/ database languages/software such as SAS, SQL, Excel & VBA)
- Giving constructive feedback and side by side coaching skills
- Understanding of business research/data interpretation and analysis concepts across sectors and companies – strong experience in one or more sector/s
- Skills addressing management and programming issues concerning the administration of student-focused programming
- Perform laboratory validation by making appropriate prototypes, developing testing hardware, and conducting validation
- Contribute to departmental learning and effectiveness by sharing knowledge, experience and ideas and supporting colleagues
- Experience in the Banking industry with 5+ years in Run-the-Bank (RTB) lead role with a proven track record of working in core banking environment
List of Typical Skills For a Senior Associate Resume
1
Skills For Administrative Senior Associate Resume
- Strong written and oral communications skills, and excellent computing skills
- 1) Demonstrated problem solving skills including instrument/method troubleshooting skills, knowledge of FDA/EMA regulations and compliance
- Senior level position Possesses strong organizational, time management, and good prioritization skills in driving tasks to completion
- Outstanding interpersonal skills, including written and verbal skills
- Strong report writing skills (good at structuring the report and articulating the key findings)
- Strong organizational, budgeting, management, time management including a demonstrated ability to coordinate multiple assignments effectively
2
Skills For Senior Associate / Assistant Manager Resume
- Creative problem solving skills along with outstanding communication and collaboration skills
- Strong consulting and influencing skills and ability to build strong and productive relationships with others
- Strong valuation modeling skills (DCF and Relative Valuation); good understanding of key financial metrics relevant to the O&G industry
- Effective problem solving and prioritization skills
- Demonstrate strong organizational skills, structured thinking abilities and be able to see and push a project through to the end
3
Skills For Senior Associate, Wealth Strategies Resume
- To lead and influence without having positional authority. Strong team-orientation and leadership skills. Experience
- Strong Interpersonal Skills: Easy to approach and talk to; relates well to all kinds of people and builds solid professional relationships. Exercises diplomacy
- Good experience/skills in credit analysis, problem solving and verbal/written communication
- Strong communication skills with good command of spoken and written English and Bahasa Malaysia
- Strong organisational and time management skills, ability to manage your tasks and prioritise as appropriate
4
Skills For Senior Associate Athletics Director Resume
- Strong quantitative and analytical skills, advanced Excel and/or programming strongly desired
- Excellent project coordination and organizational skills with the ability to multi-task and prioritize to complete client work and projects
- Good familiarity with database structures and strong skills in designing database structures and query languages, e.g. SQL, oracle
- Writing skills (good at structuring the report and articulating the key findings)
- Understanding of finance processes, infrastructure and systems Strong project and process management skills Ability
5
Skills For Senior.associate Resume
- Strong skills in documenting & storing exceptions and approvals
- 6 months – 18 months of Associate-level investment banking experience. Prior restructuring experience not required, but preferable
- Action oriented, high initiative, good problem-solving and critical thinking skills along with ability to provide independent thought when needed
- Finance experience, or 3+ years of Accounting experience, or at 3+ years of Auditing experience
- Strong analytical skills including knowledge of accounting principles
- Excellent speaking, writing, presentation, and interview skills
- Strong structuring and financial modelling skills
- Excellent multitasking and analytical skills and ability to manage multiple projects and resources at the same time
6
Skills For Scotiamcleod Senior Associate Resume
- Strong valuation modeling skills (DCF and Relative Valuation)
- Excellent computer skills, including the suite of Microsoft products
- Articulate, excellent communications skills, both written and oral (client facing position)
- Strong communication and interpersonal skills, displaying the ability to connect and build relationships with clients, firm
- Strong project management / proven success record in managing complex projects, with strong attention to detail
7
Skills For Senior Associate, Investor Services Resume
- Excellent analytical, detail-oriented, communication, customer service, organizational, presentation and problem solving skills
- Strong writing skills with the ability to concisely and thoughtfully summarize research analyses and investment rationale
- Strong leadership and relationship/team building skills
- Strong analytical / issue resolution skills and attention to detail; ability to think clearly in challenging situations
- Auditing experience, or at least 2 years of risk experience, or at least 2 years of compliance experience
- Strong analytical, numerical, and problem solving skills
- Strong analytical skills with a structured, fact-based approach to problem solving
- Proven experiences on Payroll operate services with focus on multi-country payroll engagements would be an added advantage
- Excellent communication skills. (Essential)
8
Skills For Senior Associate, Treasury Resume
- Excellent communication and interpersonal skills required to interact with staff, attorneys, title companies, clients and General Counsel on a daily basis
- Strong organizational skills and attention to detail required to handle large volumes of work associated with each transaction
- Good communication skills – Written and verbal English
- Excellent communication, presentation, project management, and thought leadership skills
- Excellent business analysis and root cause analysis skills
- Knowledge of a broad range of corporate tax matters with excellent research, writing, and project management skills
- Strong technology skills are a core requirement (MS office tools (excel), VBA, Bloomberg)
9
Skills For Senior Associate, Risk Management Resume
- Strong verbal and written communication skills IND2016
- Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients
- Strong analytical, problem solving, and quantitative skills
- Strong communication skills with the ability to quickly understand existing models and new requirements/business needs
- Strong project management skills; planning, organizing and executing
- Good customer-centricity mindset, communication and interpersonal skills
- Good troubleshooting skills in application and data related issues and providing solutions
- Good communication skills (written and verbal) and able to interact well with both IT and business users
10
Skills For Internal Controls Senior Associate Resume
- Strong inter-personal, communication, presentation, analytical and problem solving skills
- Possess good knowledge of technical skills
- Excellent communication, analytics skills
- Strong interpersonal skills and negotiating abilities
- Strong communication, leadership and organisational skills
- Strong written and verbal communication/presentation skills in English
- Solid verbal and written communications skills with the ability to evaluate and articulate complex information
- Excellent analytical, technical, and auditing skills including proficiency in U.S. GAAP and FASB rules and standards
- Strong execution skills with focus on meeting timelines and delivering highest quality service
List of Typical Responsibilities For a Senior Associate Resume
1
Responsibilities For Administrative Senior Associate Resume
- Interacts with the Depository Trust & Clearing Corporation (DTCC), Transfer Agents, RBC Wealth Management retail sales, RBC Capital Markets, correspondents, trading departments, and various departments within Operation
- Creating financial analyses (build financial models, assess both corporate and asset valuation and perform pro forma analytics including accretion/dilution and credit impacts)
- Excellent communication skills and the ability to build and effectively manage relationships with stakeholders, senior management, and staff
- Good communication skills, analytical skills, business analysis and customer relationship management
- Outstanding quantitative skills, with 3+ years of experience building economic/financial models in Microsoft Excel
- Strong consulting skills – able to quickly grasp and frame complex issues, and develop plans and strategies to solutions
- Organized and self-motivated, good team player with ability to work effectively and efficiently under pressure
- Strong communication and organization skills including the ability to communicate across the organization and with our customers
- Excellent communication skills and ability to engage with the various stakeholders
2
Responsibilities For Senior Associate / Assistant Manager Resume
- Strong verbal, written, and interpersonal communication skills are essential
- Prior managerial experience and proven talent management
- Experience with on-line skills such as SharePoint and Microsoft Office suite
- Prior experience developing/reviewing/implementing Basel liquidity risk or credit risk projects
- To coach team members in developing their own coaching and management skills to build, to monitor and maintain employee satisfaction
3
Responsibilities For Senior Associate, Wealth Strategies Resume
- Prior experience in managing and implementing Market Risk Systems is essential
- Strong experience creating and analyzing development pro-formas
- Effectively manage Service Continuity application testing workflows from creation through completion ensuring all guidelines and requirements are adhered to
- Prior experience working in cross-business application or solution selling in a diverse set of processes
- Maintains flexibility by adapting effectively when dealing with different tasks, responsibilities, people and environments
- Able to maintain flexibility by adapting effectively when dealing with different tasks, responsibilities, people and environments
- Strong attention to detail with solid critical thinking and problem solving capabilities
- Experience in pharmaceutical industry, including experience supporting field sales
4
Responsibilities For Senior Associate Athletics Director Resume
- Multi-task and respond to changing priorities while continuing to move lower priority items forward
- Cross skill and support into other team member roles within the Broking Operations area, and enable the cross skilling of others in the team
- Strong multi-tasking abilities and ability to adapt to changing priorities
- Demonstrated experience managing projects in developing countries required
- Collaborate with technology partners to ensure the systems supporting the programs are operating effectively
- Deep understanding of the Oil & Gas business (value chain, business models, new emerging issues); prior work experience in the Oil & Gas sector is desirable
- Collaborate with assurance group to ensure training is delivered effectively
- Proven employee relations aptitude; experience handling complex ER issues
5
Responsibilities For Senior.associate Resume
- Contract management skills and thorough understanding of EY contract tools
- Prior experience pricing structured products in Numerix is desirable
- Effectively communicate the status of application testing and have the ability to explain technical details in terms a non-technical user can understand
- Prior experience in providing audit support and audit liaison
- Demonstrates effective decision making
6
Responsibilities For Scotiamcleod Senior Associate Resume
- Continually research, identify and apply emergent approaches for the design and delivery of meaningful and effective learning experiences
- Strong knowledge on Agile methodology and experience in working on SCRUM
- Experience with MS Excel and at least 2 years experience with database querying languages
- Planned technical and soft skills training, planned events
- Develop strong working relationships with GTH engagement Managers/seniors as well as with experience management teams onshore
- Advanced financial and business modelling skills
- Experience in commercial banking OR at least 2 years of experience in the military
7
Responsibilities For Senior Associate, Investor Services Resume
- Demonstrates strong mentoring ability
- Advanced tracking and follow-up skills
- Seasoned writing skills; ability to write for senior-level management and audiences
- Relationships and gain consensus on key decisions Ability to communicate effectively at many levels of the organization
- Knowledge and prior experience in Treasury and Markets Products such as FX, MM, Derivatives and Securities
- Strong leadership capability with a strong sense & oversight on risk awareness
- Applies technical skills to complete assigned work within own group/project team
8
Responsibilities For Senior Associate, Treasury Resume
- Communicate, both verbal and written, and collaborate effectively and professionally with internal colleagues and external parties
- Communicates effectively with line manager and group members
- Strong and demonstrated attention to detail, accuracy, and customer service
- Communicate and interact effectively with others to seek/share information
- Proactive project management skills and ability to manage multiple projects at one time
- Participate effectively in community and professional organizations while promoting a positive image of the University and its athletic program
- Prior related work experience in process and quality improvement is required
9
Responsibilities For Senior Associate, Risk Management Resume
- Effectively interact with colleagues and all levels of management
- Prior experience in AML, Compliance or related position with relevant banking and compliance knowledge in working AML/KYC related issues
- Providing effective challenge for pricing, valuation and reporting of derivative positions
- Conducting hedge effectiveness analyses and monitoring to ensure alignment of ALM hedging activities with stated strategies
- Identifying and prioritizing opportunities for process improvement/re-engineering
- Working experience using SAP
- Marketing & Pricing Effectiveness
- Understanding of part and assembly drawings. Experience in using a variety of mechanical hand and power tools used in various project assemblies
10
Responsibilities For Internal Controls Senior Associate Resume
- Taking responsibility for effective project delivery
- Programming Experience with vb.net, ASP.net, java scripts, JSON, SQL Scripts, XML (SOAP,XLST), AJAX, C#, perl desired
- Utilizing member survey data, make recommendations and create initiatives to achieve ambitious satisfaction and experience results across our base of members
- Knowledge of and experience utilizing some of the following marketing tactics: literature, email marketing, events, web/interactive marketing, among others
- Experience in organising and facilitating brainstorming workshops to bring new ideas to fruition
- Experience performing in an accounting, auditing or billing environment
- Responsible for the data extraction, data collection and cleaning, validating and analysing data
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