Senior Investment Resume Sample

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922 Jeffrey Prairie,  Chicago,  IL
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Work Experience

Senior Investment Ops Analyst
06/2015 - PRESENT
Detroit, MI
  • Work with CIO on white papers and other informational content to in enhance Atlantic Trust’s credibility in the market
  • Strong SQL skills including the ability to develop, tune and troubleshoot complex SQL procedures and packages
  • Function in a fast paced and ambiguous environment, working with multiple and diverse responsibilities
  • Strong knowledge of Microsoft Excel, VBA and Bloomberg skills
  • Read and interpret Investment Policy Statement (IPS) requirements, statutes, and laws; annotate IPS’s and translate into Charles River Investment Management System (IMS) or manual testing process
  • Write tests in Charles River IMS and ensure rule construction is complete, accurate and adheres to independent quality review process
  • Monitor and research policy alerts generated in Charles River IMS during pre-trade, post-trade and batch compliance
  • Monitor and resolve data exceptions in Charles River IMS
Senior Investment Performance Analyst
12/2008 - 03/2015
San Francisco, CA
  • Support data governance initiative
  • Assist portfolio managers with trade issues related to compliance, data exceptions or processes
  • Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts, individual investments, and court appointed accounts
  • Manages accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants)
  • Ascertains the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent
  • Maintains extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity
  • Functions as senior staff member and/or technical expert on a peer review team providing regular review of portfolio activities, and in the investment management process
Senior Investment Lab Analyst
12/2001 - 06/2008
Los Angeles, CA
  • Participates in the development of new investment business with personal financial planning staff by discussing personal investment services with prospects
  • Performs financial analysis on specific individual assets as needed
  • Serves on standing investment services committees and on ad hoc unit committees as appropriate
  • Read and interpret IPS requirements, statutes, and laws; annotate IPS statements and translate into CRD or manual testing process. 15%
  • Write tests in CRD ensuring rule construction are complete & accurate and adhere to independent quality review process. 15%
  • Monitors and researches policy alerts generated in CRD during pre-trade, post-trade, and batch compliance. 15%
  • Monitors and resolves data exceptions in CRD. 5%
  • Setup and maintain accurate security master files across multiple platforms. 20%
  • Assist portfolio managers with trade issues relating to compliance issues, data exceptions, or processes. 20%


Western International University
1996 - 2001
Bachelor's Degree in Finance

Professional Skills

  • Has excellent critical thinking and problem solving skills
  • Demonstrates basic writing and communication skills
  • Basic client/customer service skills, ability to prioritize based on the clients needs
  • Proactive, motivated and responsive team player who is able to multi-task and has excellent analytic skills
  • Self motivator with excellent organisation skills
  • Creative problem solving skills, including the ability to identify, recommend, and implement solutions
  • Creative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax related issues

How to write Senior Investment Resume

Senior Investment role is responsible for reporting, basic, microsoft, software, finance, credit, securities, training, database, auditing.
To write great resume for senior investment job, your resume must include:

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

Contact Information For Senior Investment Resume

The section contact information is important in your senior 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 Investment Resume

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

Representative Senior Investment resume experience can include:

  • Review and analysis of daily securities pricing tolerance and exception reports for the Franklin Templeton groups’ more complex, difficult to price and fair value securities, as well as, securities requiring additional research
  • Advanced spelling, grammar, and proofreading skills
  • Prior experience in one or more of Investment Research & Computational applications such as Bloomberg, FactSet, BARRA, Northfield, Matlab
  • Drive the reinforcement of skills of the Investment Restrictions staff due to knowledge sharing and definition of best practices
  • Constructing effective campaigns across advertising on TV through initial selection of airtime and day to day trading
  • Solid working knowledge of Excel, databases, queries, reports and charts including creating and maintaining complex spreadsheets

Education on a Senior Investment Resume

Make sure to make education a priority on your senior 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 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 Investment Resume

When listing skills on your senior 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 investment skills:

  • Overall good technical skills including proficiency in Microsoft Office, with a High proficiency in Excel
  • Strong detailed analytical skills with ability to clearly interpret business and data requirements and communicate meaningful results
  • Review others’ work and detect control and pricing problems effectively
  • Extensive experience in the Venture Capital or Biopharmaceutical industry, with a proven track record in Research, Business Development or venture investing
  • Solid experience in a similar role is essential
  • Experience providing tax planning services or preparing and reviewing client work papers and income tax returns

List of Typical Experience For a Senior Investment Resume


Experience For Senior Investment Ops Analyst Resume

  • Demonstrated qualitative and quantitative analytical skills
  • Experience with Investment Company and Investment Advisors Act of 1940 in the mutual fund industry
  • Develop strong understanding of data entity and attribute relationships
  • Run database queries for data research, analysis and validations and support changes to reports and/or processes
  • Experience with instrument level performance, characteristic, and reference data
  • Supporting manager selection exercises, and ensuring the client’s needs are being addressed
  • Working with vendors and/or internal parties to address data quality and issues that are key to the successful workings of the rules
  • Provides analysis and recommendations for Atlantic Trust’s existing investment strategies as well as sourcing new strategies

Experience For Senior Investment Data Analyst Resume

  • Product Strategy: Articulation of global and regional themes, positioning our solutions offering and strategy development
  • Own the review of the Pricing Department’s daily work when the Supervisor is absent
  • Support control testing by the firm’s internal auditors
  • Perform modelling and statistical analysis across asset classes
  • Assist the Portfolio Strategy Team with Capital Modeling and Enterprise Risk Management initiatives
  • Work with Investment Support team on Corporate related functions such as planning
  • Work to enhance Straight through Processing for all functions performed

Experience For Senior Investment Performance Analyst Resume

  • Thorough understanding of the investment data, processes and the products supported
  • Actively participate in data management projects/initiatives involving multiple business partners and provide subject matter expertise
  • Contribute to the GDS LIDS project/portfolio reporting metrics
  • Interact with clients, as requested by Bankers, to present and discuss investment analysis and investment proposals
  • Business Management: Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends
  • Liaise with FT Technologies (FTT) and Program Management Office (PMO) on projects regarding complex securities
  • Stay current on industry emerging issues, market initiatives and legislation related to derivatives and complex securities and their impact on operations
  • Participate as a member of the Complex Securities Operations Committee (CSOC) and support CSOC initiatives

Experience For Senior Investment Lab Analyst Resume

  • Conduct research, as needed, on new products and its impact to GSM’s internal process and workflows
  • Provide subject matter expertise in regards to complex securities / derivatives for GSM
  • Creating a process and developing procedures for the routine testing of all rules on an ongoing basis, including conducting testing, updating rules and backtesting, as needed, and documenting the results
  • Formalizing rule testing protocols and establishing best practices for rule testing to be utilized by the investment compliance team when rules are created or modified
  • Providing on-going training with investment compliance team on rule testing and development
  • Acting as a liaison with order management system vendors, technology, and the line of business to continuously improve existing rules, find solutions to enhance monitoring that is not automated, and assist with the development of new rules

Experience For Senior Investment Planning & Analysis Consultant Resume

  • Consulting with investment compliance team, line of business, and legal on new monitoring requirements related to new or existing products, unique investment guideline restrictions, or regulatory requirements
  • Collaborating with global partners to align rule coding, testing, and monitoring practices
  • Generates ideas to increase efficiency and reduce risk by assessing current procedures and implementing new ones
  • Collaborates with other areas of the organization in order to use all available resources and transform thoughts and ideas into action
  • Exhibit a keen attention to detail and ensure accurate and high-quality deliverables
  • Review and analysis of daily securities pricing tolerance and exception reports for the Franklin Templeton groups’ more complex, difficult to price and fair value securities, as well as, securities requiring additional research through the use of Bloomberg and Reuters
  • Own the oversight of the Pricing Department’s daily work when the Supervisor is absent
  • Supports business needs, when called upon, for subject matter expertise. Delivers presentations on the assigned funds’ current investment strategy to internal and external audiences in an in-depth and objective manner. Proactively engages internal and external clients with relevant information on topical issues
  • Familiarity with the typical life cycle of products traded and finance controls

Experience For Senior Investment Trust Accountant Resume

  • Flexibility and can do attitude, as well as ability to build and maintain relationships in an onshore-offshore model
  • Prepare schedules and information in relation to Investment Trust’s board meetings ensuring timely and accurate delivery to agreed timetables and SLA standards
  • Conduct ad hoc market research related to our peers/insurance competitors
  • Point person for preparing quarterly reports & presentations while also partnering with our Strategic Business Units (SBUs) as it relates to streamlining the process/content on such initiatives
  • Attend and present at monthly/quarterly investment committee meetings and monitor/coordinate any action items
  • Liaison with Compliance - ensuring rules automated correctly, IMA/Guideline modification/formulation, coordination with Legal, following up with breaches and waivers

Experience For Senior Investment Company Act Paralegal Resume

  • Coordinate International conference logistics/content/follow up items
  • Serve all client needs including preparation of registration statements and/or other regulatory filings required under the Investment Company Act, Investment Advisors Act, Securities Act of 1933 and Securities and Exchange Act of 1934
  • Prepare drafts of regulatory documents for various mutual funds, exchange traded funds and closed-end funds for filing with the U.S. Securities and Exchange Commission (SEC), including Forms N-1A, N-2, N-CSR, N-PX, XBRL, PRE 14A, DEF 14A, N-Q and N-14
  • Proficiency with legal terminology relevant to the industry
  • Provide comprehensive investment reporting to Capital Group’s institutional clients; including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics
  • Lead or contribute to topical research on key impact investing themes

Experience For Senior Investment Executive Resume

  • Represent the firm at industry conferences and seek speaking engagements, where appropriate
  • Familiarity with investments and general portfolio statistics, with the ability to analyze data and information
  • Drafting experience in progressively responsible positions supporting a legal department for a financial services company and/or securities attorney, etc
  • Build relationships with and act as a primary point of contact for MRI managers
  • Prepare materials for and participate in monthly manager research meetings where the MRI research team discusses manager ideas and current investment opportunities of interest
  • Track and analyze industry trends and disseminate information internally and to clients
  • Oversee the activities and workflow of the analysts in the MRI Practice, in coordination with other MRI Investments Directors
  • An ability to work independently and in teams

Experience For Senior Investment / Portfolio Analyst Resume

  • Develop Product Strategies and ensure Product Strategy advice is delivered seamlessly within their regional CPB organization on a consistent and timely basis
  • Perform in-depth analyses on individual investment products, strategies, and portfolios across asset classes in response to market events, new business needs and client needs
  • Collaborate with Private Bankers and Investment Counselors to develop objective, actionable strategies for clients
  • Position relevant CPB’s global and regional themes
  • Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends

Experience For Senior Investment Analyst, Real Estate Resume

  • Understand client portfolios and build analysis to cater to each client’s exposure and structure
  • Work closely with on-boarding teams to ensure accounts are accurately setup. Follow up on any pending items “post” account launch, ensuring accuracy and completeness of account and static data in trading and accounting systems, including working with other FTS departments to ensure that accounts are fully setup
  • Analyze, research, record and maintain data in Accounting, Trading and external database for Clients, Custodians and Brokers
  • Oversee, review, and audit the Analysts’ work and provide feedback to identify any errors and improve work quality
  • Assist Supervisor with reviewing daily work and addressing and resolving technical and logistical issues as they occur, thereby ensuring the accuracy of the Franklin Templeton systems, including technical quality and timeliness
  • Proactively resolve any process or technical issues to achieve the task and assist the supervisor in resolving the root cause of the problem

List of Typical Skills For a Senior Investment Resume


Skills For Senior Investment Ops Analyst Resume

  • Effectively discusses all investment objectives, asset class allocations and product fulfillment following Northern’s investment policy committee guidelines, platform or client firm mandates
  • Strong technical leadership skills – effective communication skills and the ability to communicate the technical domain to Business users
  • Prior experience of dealing with senior personnel within a large organisation
  • Experience designing high performance, high transaction applications with strong data security
  • A strong team player, with a clear awareness of knowing when to lead and when to simply participate as a key team member
  • DE validating security reference market data for asset management investment professionals
  • MSc in Engineering with 5-10 years of experience preferable from process industry

Skills For Senior Investment Data Analyst Resume

  • Experience in project management and execution models of investment projects (from user or engineering side)
  • Extrovert with the ability to oversee multiple priorities at the same time and to influence decision processes without having formal management responsibility
  • A broad understanding of the DB pensions and investment market place, how schemes operate and key trends
  • Review and sign off on EDGAR versions of regulatory filings prior to them being sent to the SEC
  • Media agency experience, particularly across the Australian marketplace
  • Positive attitude and strong attention to detail
  • Previous Investment experience with high and ultra-high net worth individuals
  • Good knowledge of respective local and international regulatory requirements (UCITS, AIFMD, SEC etc.)

Skills For Senior Investment Performance Analyst Resume

  • Preferably experience in project portfolio management and project governance
  • Series 6 or similar industry experience required
  • Two to three years of financial experience in securities/investment business
  • Exhibits strong commitment to client service and influences positive change
  • Recent graduate to one years’ work experience as this is an entry level position

Skills For Senior Investment Lab Analyst Resume

  • Three to five years’ experience in the financial services operations environment
  • Two to five year’s work experience in the financial services operations environment
  • Experience of working in an investment banking environment, ideally across a number of asset classes
  • Strong knowledge of design and architecture patterns
  • Strong knowledge of agile methodologies and tools

Skills For Senior Investment Planning & Analysis Consultant Resume

  • Experience with multi-platform software development
  • Supporting manager selection exercises, checking for inconsistencies and ensuring the client’s needs are being addressed
  • Producing, checking or reviewing reports containing investment advice
  • Monitoring of the cash positions to ensure compliance with the fund’s asset allocation/liquidity guidelines
  • Understanding of the Investment Company Act of 1940, Investment Adviser’s Act, and UK and European regulatory frameworks, such as various UCITs rules
  • Studying towards a professional pensions qualification i.e. Actuarial, PMI, or CFA
  • Acting as support or project manager on a range of DB Pension Fund clients
  • Determining appropriate investment strategies and structures for clients
  • Supporting changes to the investment manager arrangements occur on time and in the most appropriate manner

Skills For Senior Investment Trust Accountant Resume

  • Dealing with queries received from clients, investment managers, third parties and other Mercer business lines
  • Conduct ongoing monitoring of MRI managers, including reporting on impact outcomes
  • Where necessary, define, participate and undertake testing, defect analysis and issue resolution during QA and UAT testing cycles
  • Ensure quality and consistency of centrally managed Investment Restrictions with regards to coding and testing of rules
  • A level of finance awareness, and interest in developing an understanding of pensions and investment management
  • Assist the Portfolio Strategy Team with economic and rating agency capital modeling
  • Provides ongoing reporting to fulfill the needs of both regulatory bodies and internal partners
  • Thorough understanding of the Australian media landscape

Skills For Senior Investment Company Act Paralegal Resume

  • Best practice media trading
  • Liaise with service providers including custodians, consultants and investment managers
  • Peer review performance reports and other service provider documents, identifying key points
  • Manage delivery of services to Asset Management FIM, SLA’s and continuity/DR modelling
  • Committed, reliable, diligent, setting high personal standards, energetic, enthusiastic, determined and proactive
  • Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments
  • Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments

Skills For Senior Investment Executive Resume

  • Takes ownership for meeting personal goals and objectives
  • Tertiary qualification preferably in Finance, Business, Economics or other related discipline and/or studying towards CFA, CIMA or Actuarial qualifications
  • Sound problem solving and attention to detail
  • Qualified or studying towards a professional pensions qualification i.e. Actuarial or CFA
  • Ideally working towards Threshold Competency
  • Assist the team in carrying out a wide range of investment projects intended for the CIO or the Executive Investment Committee
  • Assist in monitoring investible selected universe/benchmark and its appropriateness on a go-forward basis
  • Serve as a resource to client teams seeking information and opinions on mission-related investment opportunities

Skills For Senior Investment / Portfolio Analyst Resume

  • Familiarity with mission-related investing is required
  • Support global analytics for theme development, product positioning, and/or market pieces
  • Develops and maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
  • Company’s working structure, policies, mission, strategies and compliance guidelines
  • Work on multiple problems at the same time and to keep all appropriate personnel apprised of current activity and events
  • Lead a large team of Directors, Managers, Executives and Coordinators
  • Work on matters with moderate scope and high complexity; ensure solutions are consistent with organizational objectives
  • Work is generally supervised; follow general guidelines. Escalate non-routine matters to supervisor
  • Develop solutions to a variety of problems and make decisions on issues that do not have broad risk guidelines or major financial impact. Ensure solutions are consistent with organization objectives

Skills For Senior Investment Analyst, Real Estate Resume

  • Cultivates and establishes a comprehensive, deep network of external relations providing first-mover access to therapeutic innovation within the broader venture community (academia, entrepreneurs, biotech clusters, government and private life science initiatives)
  • Develops and maintains relationships with key stakeholders of external innovation within Takeda R&D, serving as the primary Takeda venture point of contact for strategic investment into one or more therapeutic areas
  • Recognises and contextualises potentially first-in-class science/technology requiring extensive external consultation with experts in the field, coupled with translation of the opportunity to internal stakeholders in terms of current Therapeutic Area strategic imperatives
  • Leads complex, potentially multi-party negotiations requiring a comprehensive understanding of venture investment best practices in North America and Europe, the fundamentals of corporate finance, and any territory-specific corporate legal implications of the investment
  • Serves as a Board Member (non-executive director) or Board Observer on TVI portfolio companies, honouring fiduciary obligations to all shareholders while, in parallel, seeking opportunities for one or more win:win strategic transactions between the portfolio company and Takeda
  • Vocal senior advocate for the continuous improvement of Takeda External Innovation processes and evolution of creative deal structures; works proactively with CEI, GBD and TAUs / DDUs to enhance strategic competitiveness, and inform forward R&D strategy via the TVI external lens
  • Manages business relationships and counsels business partners, internally and externally, on transaction and strategic issues pertaining to external venture opportunities
  • MD or PhD in a related field (biochemistry, pharmacology, molecular biology, etc.)

List of Typical Responsibilities For a Senior Investment Resume


Responsibilities For Senior Investment Ops Analyst Resume

  • Guidance Lists and supporting statistical data for all investment purchases
  • Act as a contributing and collaborative member of the Global Business Development team
  • Resolve and audit complex issuers/securities setups and exceptions by adhering to SM guidelines
  • Assist in the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls
  • Ensure Internal errors caught during peer reviews are logged in appropriate spreadsheets/logs
  • Identify causes of poor data quality, assist in designing solutions and communicate findings to employees, management, and stakeholders
  • Review and provide feedback on departmental policies and procedures
  • Perform data integrity audits and control procedures and resolve issues
  • Grow investment opportunities and the team in Belfast

Responsibilities For Senior Investment Data Analyst Resume

  • Assist the Director to shape the division investment strategy and maintenance of research due diligence efforts. Assist in the Private Wealth Advisors business development and completion of RFPs
  • Maintain significantly more complex and/or institutional wealth portfolios of assigned clients
  • Execute purchases and sales in accordance with company policies and client directives
  • Manage asset mix in accordance with company policies and client directives
  • Collaborate the Director to coordinate the functions of the investment staff
  • Coordinate the preparation of investment recommendations for Trust Investment Committee approval; includes
  • Retention List and support statistical data for all equity securities held in the department
  • Proactively research, identify and resolve data quality issues resulting from either internal analyst generated data or vendor market data (financial statements, pricing, earnings)

Responsibilities For Senior Investment Performance Analyst Resume

  • Assess the criticality of the issues and escalate and/or communicate to the management as appropriate for timely resolution
  • Oversee production cycles of the Risk, Risk Attribution and Alpha (Stock Selection) Analytic environments
  • Respond to business queries with high levels of data accuracy and quality and in timely manner
  • Collaborate with SAT team to resolve data issues and relay requirements
  • Engage with business customers to understand data-related issues/requirements and resolve/fulfill as per client expectations
  • Work with Research and cross-company to develop a strategy to win new alternative assets program business
  • Collaborate with strategic marketing to enhance the value proposition, recommend and garner approval for any pricing or service changes required to compete, and to create new messaging and necessary marketing materials
  • Work with Head of Global Business Development to develop a territory and sales plan

Responsibilities For Senior Investment Lab Analyst Resume

  • Leverage existing external relationships, the CA network and begin to build new relationships to create opportunities that meet CA’s business acceptance criteria for client type, asset size, fee levels and expectations around long-term investment relationship
  • Five years business experience, including at least four years experience in the institutional securities industry with performance measurement and/or attribution experience
  • Coordinates incident and helpdesk trend analysis to understand root cause of data issues, test solutions, and recommend corrective actions and business rules for investment reference data
  • Develops and performs proactive data profiling, behavioral analysis, and analytics processes to identify and remediate data anomalies and influence organizational approaches to business and data challenges
  • Ensures a holistic data certification approach to proactively maintain investment reference data in MDM for accuracy, completeness, consistency, validity, integrity and timeliness
  • Works with customers to understand and document critical data usage and transition local data quality checks to DMO

Responsibilities For Senior Investment Planning & Analysis Consultant Resume

  • Maintains vendor, customer, and data metrics to quantify Data Science and Analytics program success measures
  • Create/Open complex Institutions (Issuers) and Instruments (securities) in the Enterprise Security Master System within SLAs
  • Perform complex maintenance tasks
  • Act as first point of escalation for analysts and other internal/external customers
  • Work with internal departments including portfolio management, trading, reporting, performance, research, legal/compliance, etc. to resolve data discrepancies on a wide variety of asset types
  • Identifies ways of improving workflow design through changing business and user requirements
  • Work with management and other operational areas to ensure data integrity across multiple systems
  • Document process and procedures when needed
  • Monitor emails, exception dash boards and assign inquiries/requests to the appropriate staff members on a timely basis

Responsibilities For Senior Investment Trust Accountant Resume

  • Review workload and make sound judgment on high volume and/or complex setups in shared inbox to divide among staff appropriately
  • Participate in department, division, or organization level committees as a representative of the Global Security Master team, e.g. FTS Change Management, New Product Launches, Complex Securities Operational Committee
  • Learning from local markets; identifying similarities and differences between trading and buying practices across borders
  • Tax provision and distribution work papers for RICs
  • Tax provision and allocation work papers for partnerships
  • Other client and BBH deliverables

Responsibilities For Senior Investment Company Act Paralegal Resume

  • Develop a solid understanding of both the mechanics and the underlying theory of performance formulas as prescribed by NCREIF/PREA Reporting Standards for time weighted returns as well as fair value accounting concepts
  • Effectively analyze performance financial input items for quality control and communicate with the accounting group for items that fall out of scope during data testing procedures
  • Monitor and maintain the return system database for system entry, accounting personnel access, entity set up and general help in answering questions and resolving any problems that arise
  • Update and maintain necessary processes and documents
  • Work with performance measurement managers to assist in developing an RFP protocol in coordination with LaSalle’s Client Capital Group and other parties. Responsible for initiating and communicating RFP deadlines and assignments with rest of group in-line with new RFP protocol
  • Help keep track of and answer accounting questions from controllers regarding Returns/Yardi inputs and develop standard guidelines for Returns/Yardi inputs, as necessary
  • Assist with development of new future attribution reports (specifically: property-level attribution at CBSA/Sector level, investment-level attribution, and account/mandate specific attribution)

Responsibilities For Senior Investment Executive Resume

  • Maintain strong relationships with media owners to spot future insights and opportunities
  • Liaising and negotiating day to day with TV and VoD contractors to ensure campaign targets and deal terms and conditions are being implemented and exceeded
  • Compiling and presenting buying results to your client
  • Ongoing monitoring of booked activity across TV, VOD and digital campaigns to ensure KPIs are delivered
  • Keeping abreast of changes within the marketplace - sharing market intelligence with the wider team and the company as a whole (where relevant)
  • Implementation planning, booking and delivery of plans, in line with overall investment strategy and guarantees

Responsibilities For Senior Investment / Portfolio Analyst Resume

  • Responsible for putting together quarterly performance and attribution report
  • Assist in building quarterly presentation to LaSalle’s Investment Committee (incorporating notes from performance, attribution, and Sector Valuation Team meetings)
  • Reconciliation of all scheduling terms and conditions with TV contractors
  • Co-Attend Sector Valuation Team meetings and/or Data & Technology Strategy Committee meetings as needed
  • Participate in other projects and assignments as requested
  • One to three years accounting, real estate and/or performance measurement related experience, or interest in these fields demonstrated through internships or academic coursework
  • Well organized, flexible, able to work independently and in a team environment
  • Work closely with the business teams and clients to ensure brand and campaign objectives are met

Responsibilities For Senior Investment Analyst, Real Estate Resume

  • Ensure consistently to best practice guidelines set across the categories
  • Provide comprehensive investment reporting to Capital Group’s institutional client base; including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics
  • Producing and checking complex investment performance reports for accuracy
  • Analyzing different investment markets including evaluations of portfolio characteristics and explaining how the investment styles of various managers impact investment performance
  • Development of a strong set of relationships within the firm
  • Experience with EDGAR

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