Transaction Analyst Resume Sample
Jerad Bergstrom
7627 Adams Brooks,
Philadelphia,
PA
+1 (555) 691 5191
Work Experience
Senior Transaction Analyst
01/2017
-
PRESENT
Dallas, TX
- Process reversals / corrections requested by RM’s
- Identify, analyze, and accurately apply payments to customer’s accounts ensuring correct classification for entries to the general ledger
- Experience in progressively responsible professional research, analysis, process support and marketing, sales, or communication fields with at least 2 years experience in the Real Estate industry
- Demonstrates creativity and professionalism in presenting marketing and sales data for a diversified audience
- Excellent organizational, communication (written, oral, telephone), customer service and public relations skills required
- Highly developed presentation skills; demonstrated ability to present materials and some complex information effectively in both one-on-one and group situations
- Demonstrates problem solving, decision making, and analytical skills
- Prioritize, and manage multiple tasks, and meet stringent deadlines
- Capable of high-volume, quality output and high-demand, quick turn-around assignments
Transaction Analyst
02/2010
-
09/2016
Houston, TX
- This role mitigates Legal, Operational and Economic risk
- Supporting the structured interest rate and structured equity derivative transactions traded by RBC Capital Markets
- Financial services industry experience in an operations environment
- Develop and process business cases
- Evaluate client building alternatives and develop option analyses
- Maintain business pipeline data
- Develop and process deal approvals
CRS Transaction Analyst
04/2006
-
12/2009
Chicago, IL
- Track transactions on share point and other web based applications
- Become familiar with all of the Client’s business units and the multiple services offered as a non-profit organization
- Recommend Broker Selection and Marketing Plans for the Client’s concurrence
- Coordinate with Legal and Insurance to insure compliance with Client’s standards
- Work directly with clients/team members to resolve financial model, transaction and landlord issues
- Manage building tours with the team/client
- Responsible to resolve issues and data discrepancies with the Third Party brokers
- Manage the firm’s acquisitions pipeline report
Education
American Sentinel University
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Good organisation skills – able to manage multiple tasks and to prioritise and work effectively to meet deadlines
- Demonstrated problem solving abilities, structured analytical skills and thinking
- Able to make sound decisions and solve problems with logical solutions by applying knowledge, skills and experience
- Strong interpersonal, written and verbal skills
- Strong communication and inter-personal skills
- Prior experience underwriting and / or financial structuring of real estate deals
- Able to negotiate skillfully to resolve differences effectively while maintaining relationships
How to write Transaction Analyst Resume
Transaction Analyst role is responsible for microsoft, reporting, trading, database, advanced, research, finance, design, digital, modeling.
To write great resume for transaction analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Analyst Resume
The section contact information is important in your transaction analyst 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 Transaction Analyst Resume
The section work experience is an essential part of your transaction analyst 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 transaction analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transaction analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Analyst resume experience can include:
- Lead the Corporate Action Risk Adj team to provide excellent support to the Trading Floor ensuring timely and accurate adjustment on Derivative positions
- Able to operate office machines including telephone, photocopier, fax machine, calculator, scanner, etc
- Able to exercise discretion, tact and good judgment in dealing with co-workers, clients, vendors and the public
- Experience in investment management operations (middle office), with focus on cash and/or collateral management
- Delivers complete deal package including evidence of insurance and other required documentation
- Conducting market calls, previewing space opportunities, developing placemats and pitch books, and gathering photos, intelligence, and reconnaissance
Education on a Transaction Analyst Resume
Make sure to make education a priority on your transaction analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction analyst 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 Transaction Analyst Resume
When listing skills on your transaction analyst 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 transaction analyst skills:
- Able to use communication and interpersonal skills to communicate clearly, effectively, timely and persuasively
- Able to apply basic project management skills to manage multiple projects, priorities and deadlines
- Advanced PC skills including Excel and Microsoft packages and Power Point
- Property and casualty insurance experience (including client service and document review/analysis experience)
- Work successfully under pressure and effectively manage time and workload
- Able to conduct effective meetings, including; set an effective agenda, facilitate discussion, develop consensus and secure agreement
List of Typical Experience For a Transaction Analyst Resume
1
Experience For Senior Transaction Analyst Resume
- Experience with a range of financial services
- Experience in CRM Oracle/Sales force
- Assist in the due diligence and transaction closing processes and transition newly acquired assets to the firm’s asset management team
- Attend regular conference calls and building/site tours
- Supports Team promotion by updating Team website, social media and pre/post customer care program
- Conceptualizes and develops the design of flyers, property brochures, and/or proposals for the purpose of closing sales
- Responds to pricing and/or non-routine or more complex inquiries from clients and provide information as needed
2
Experience For AP / Disbursements Transaction Analyst Resume
- Meet all SLA's with BO Corporate Action team ensuring Stock bookings are booked out against Corp Action Account
- Completes in-depth analysis of catastrophe modeling reports
- Prepares waivers and exclusion reporting as appropriate
- Creates and submits client deliverables including accurate risk assessment and documentation
- Able cultivate relationships and collaborate across boundaries and share information proactively to achieve goals while being fair to others
- Creates updates and controls contents of business units’ various system files. Verifies system integrity and audits accuracy of system data
- Proactively drive transactions to closure by
- Assist in the preparation and update of reports, presentations and analyses, and update of online systems
3
Experience For CRS Transaction Analyst Resume
- Review of lease documents, write lease summaries and run key lease criteria reviews
- Review other materials as part of the due diligence process
- Become familiar with the real estate negotiation process, strategies and tactics
- Determines data requirements and provides direction to a centralized function within the Sales team environment and/or Research, Financial Analysis, Marketing, etc
- Develops and catalogs business intelligence for assigned sales team
- Audits and manages the update and maintenance of office transactions to include listings and sales
- Provides client services to enhance and expand business
4
Experience For Structured Transaction Analyst Resume
- Prepares presentations and proposals for new business development providing recommendations with a focus on ensuring that all materials meet established standards as to branding and messaging
- Reviews internal and external collateral materials, proofreads content, ensures appropriate branding, and approves materials for final distribution
- Assists in the coordination and implementation of marketing strategies and performs research and analysis to support those strategies
- Maintains and updates marketing library of standard company boilerplate proposals, presentations, and other collateral materials
- Responsible for the coordination and development of real estate market, trend, and insight reports
- In conjunction with Research Manager, evaluates tools and resources such as third-party information and data providers
- Creates and produces electronic and/or direct marketing campaigns for sale or lease of properties to include customized property information materials, comparable market analyses, market and industry research, and targeted mailing lists
- Prepares and compiles financial models based on Lease transaction process
- Collaborates and advises as to the appropriate structure of transaction terms into ETRM system
5
Experience For Equities Transaction Analyst Resume
- Provides daily support and recommendations to the internal trading, marketing, scheduling, mid-office and accounting personnel to ensure the integrity and timeliness of all transactions that are in the ETRM system
- Researches and determines adjustments to make on transactions that are submitted through the Request Tracker
- Evaluates transactions and performs timely updates as needed on trades to ensure accurately generated invoices
- Monitors the data integrity report to ensure accuracy of trades in the ETRM system. Researches errors generated from the report and implements any identified adjustments
- Monitors the Deal Valuation process in the ETRM system, ensuring accuracy of the deal set-up. Identifies and implements corrective action as necessary
6
Experience For Structured Derivatives Transaction Analyst Resume
- Researches and develops new processes for the ETRM system to optimize how complex transactions are performed
- Maintains and reviews the annual and monthly contractual rolls of the trades into the ETRM system
- Maintain professionalism and confidentiality
- Interface with the market and other brokers on surveys, proposals, and tours
- Track and report on transactions
- Drive automatation to remove Manual Touchpoints and increase efficiency to meet scalability targets
- Provides insurance requirements based on deal type, geography and lender requirements
7
Experience For Business Transaction Analyst Resume
- Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation
- Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction
- Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends
- Serves as a trusted business advisor on all pertinent issues
- Handles high level professional communications to lenders and blue chip real estate owners
- Self-driven and ability to work with minimal
- Monthly Process Compliance Scorecard
- Monthly Process Audit Calibration
8
Experience For MYS Ctsm Kl-transaction Analyst Resume
- Familiar with China corporate tax laws and regulations
- Flexible and agile to manage changes in setup environment
- Real estate brokerage or salesperson license desired
- Able to speak, read and understand the English language
- Able to demonstrate and apply comprehensive industry knowledge and skills, including: process automation options, legal aspects of contracting, contract types and suitability. Amd exposure to best practice contracting procedures
- Able to work well with a variety of personality types
- Able to foster and participate successfully in a team based environment to accomplish assignments and produce results through others while maintaining a high level of morale
- Able to adhere to company values, make informed decisions, follow procedures and comply with company policies, procedures, processes and practices
9
Experience For Client Transaction Analyst Resume
- Able to maintain proper balance between evaluation and/or analysis of contracts and the urgency to respond to customer needs and requests
- Analyze team statistics and prepare reports for team
- Rigorous, self-motivated, team player
- Bilingual (Portuguese / English)
- Work in team based environment with limited oversight
- Desire to work within a diverse, collaborative and driven professional environment
10
Experience For FX Transaction Analyst Resume
- Interpret abstract request
- Develop complex Excel models for efficiencies and scenario analysis which would include both the use of VBA (macros) and complex formulas
- Advanced computer skills, specifically Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook), CoStar, Prezi, Mapping Software, Internet SharePoint sites, and the ability to master company specific database programs
- Advanced level of expertise with MS Excel, Work and PowerPoint
- Knowledge of ICD9 and ICD10 codes
- Excellent communication skills who can confidently liaise with Trading & external customers and provide detailed explanation on process flows and market practice
- Knowledge of financial products (e.g.Interest Rate Swaps (IRS), Basis Swaps (IRS-B), Cross Currency swaps (CS) with Basis (CS-B) & Basis Mark to Market (CS-B-MTM)variations, Zero Coupon IRS (ZC-IRC), Options, Caps & Floors (including asian& digital variations), Inflation swaps)
List of Typical Skills For a Transaction Analyst Resume
1
Skills For Senior Transaction Analyst Resume
- Able to demonstrate a solid working knowledge of business information systems and databases
- Advanced computer skills (MS Office, including Excel, Word, PowerPoint, and Outlook)
- Highly creative and innovative solution development skills
- Demonstrated ability to successfully operate within a cross-functional team
- Multi-task, process work quickly and accurately with changing priorities
- Strong analytical ability, both financial and qualitative including use of logic
2
Skills For AP / Disbursements Transaction Analyst Resume
- Experience with mortgage or commercial banking
- Experience working in an office
- Experience with MS Outlook including the ability to send / receive email, set out of office, and update calendar
- Excellent understanding of Corporate Action adjustments applied within Equity Derivatives
- Commercial real estate marketing experience
- Demonstrated ability to discern complex elements
3
Skills For CRS Transaction Analyst Resume
- Transactional commercial real estate experience or other financial expertise
- Detail oriented with ability to prioritize and
- Organize weekly activities of team to insure all work is completed per deadlines with attention to quality standards, priorities, and overall goals
- Able to make decisions in a timely and effective manner
- Customer service experience
- Experience in commercial real estate transactions
- Experience with commercial real estate development or finance
- Experience in multifamily real estate
- Courses or experience in Real Estate or Mortgage Finance
4
Skills For Structured Transaction Analyst Resume
- Experience as a Business Analyst or similar accounting role
- Gathering and evaluating real estate market and property data on a global level
- Hankering to work in a fast-paced environment, quick learner and highly adaptable
- Understanding of and commitment to client services and sales
- Understanding of Exotic Structures and their Payoffs, ability to calculate and process Coupons
5
Skills For Equities Transaction Analyst Resume
- Running gap analysis on various technology tools to identify areas for improvement
- Researching companies, landlords, and potential subtenants
- Frequent sitting, use of hands/fingers across keyboard or mouse, handling other objects, long periods working at a computer
- Exposure to banking systems, commodity trading and/or the mining industry beneficial
- Create transaction update report by gathering data from the field / partners and utilizing proprietary transaction tracking software
6
Skills For Structured Derivatives Transaction Analyst Resume
- Manages the processing of the fixed price transactions into the ETRM system by analyzing the transactions and determining the extension of the deals
- Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing
- Successful Leasing/Banking/Financial
- Support Regional Directors, Deal Managers and real estate leadership on all initiatives relating to the sourcing and acquisition of new WeWork locations
- Support Regional Directors and Deal Managers on analyzing deal performance and underwriting new opportunities
- Able to use personal computer software proficiently, including the Internet, spreadsheets, word processing, email and presentation software
- Able to function innovatively, including being receptive to new ideas, approaches and processes
7
Skills For Business Transaction Analyst Resume
- Familiarity with the Argus financial modeling software and other real estate financial modeling concepts
- Knowledge of general real estate tools and concepts including surveys, platting, easements, etc
- Prepare detailed financial analysis, including NPV cash flows and portfolio opportunity mining
- Run all reporting for the client including quarterly and annual reports
- Interfaces with client for purposes of updating and maintaining the CRM database
- Participates in the team formulation and strategy for marketing properties and expanding business
- Assesses team and client needs to determine appropriate methodology, format, and medium in creating marketing and presentation materials
8
Skills For MYS Ctsm Kl-transaction Analyst Resume
- Participate in working groups and suggest ideas to problems posed to facilitate streamline processing of trades & new business practices
- Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and Agency loan originations
- Responsible for deal flow management, client status reporting, issue tracking and resolution
- Knowledge of financing contracts and security
- Knowledge of real estate leasing and negotiations
- Transactional knowledge of Accounts Payable transactions, processing and governance/controls is required
- Familiar with China accounting rules
- Manage and analyze existing portfolio and new opportunities; establish and maintain benchmarks for financial terms and deal performance
- Build and refine proformas and tools to evaluate prospective deals through the sourcing and negotiation process
9
Skills For Client Transaction Analyst Resume
- Complete special projects pertaining to market and portfolio analytics as requested by real estate leadership
- Able to ensure everything possible done to provide customer satisfaction and meet business standards
- Min. 2 years working in a foreign bank
- BS/BA in business, accounting or computer
- An understanding of Subrogation Principles, Health Insurance, and / or P&C Insurance
10
Skills For FX Transaction Analyst Resume
- Create, edit, save, and send documents utilizing Microsoft Word and Microsoft Excel
- Key Understanding of audit & control processes and how they relate to the Middle Office control environment
- Relevant qualification in Finance, Economics, Accounting, Mathematics or similar
- Knowledge of how a local municipal planning and development process works
- Exposure to 2011 ISDA Equity Definitions and relevant ISDA Working Groups
List of Typical Responsibilities For a Transaction Analyst Resume
1
Responsibilities For Senior Transaction Analyst Resume
- Advanced technical abilities with Excel
- Familiarity with Siebel/SalesForce.com CRM software
- Capable to communicate in Spanish
- Knowledge of the appraisal process and the various approaches to value that appraisals represent
- Knowledge of the Highest and Best Use process
- Proficiency with Acrobat /Microsoft office suite
2
Responsibilities For AP / Disbursements Transaction Analyst Resume
- Microsoft Excel (formulae and VBA)
- Infinity, Sophis & Workflow familiarity, Markitwire (Swapswire)
- GE Six Sigma Green Belt Certification
- Provide portfolio-wide analytics and insights across the globe
- Create a toolkit of standardized documents to support a robust pipeline, inclusive of new deals, expansions, and renewals
- Confer with Due Diligence, Finance, Design, Operations and Construction to ensure each departments’ needs are met through Lease transaction
- Work with department and regional leadership to create and improve transaction and analytics processes and template
3
Responsibilities For CRS Transaction Analyst Resume
- Work with Digital and Product to customize reports, dashboards and analytics specific to account team usage
- Create and templatize deal packets and presentation materials as needed
- Outsourcing Transactions – GCD works with the line-of-business teams to assess the financial impact of outsourcing transactions. Our role involves reviewing the key driver assumptions in the financial model, working with Tax and Accounting to verify implications of deal terms, challenging the LoB assumptions, and ensuring that the deal meets financial return hurdles
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