VP, Advisory Resume Sample
Myrtle Wilderman
9006 Conroy Estate,
Boston,
MA
+1 (555) 489 7067
Work Experience
VP, Advisory
11/2017
-
PRESENT
New York, NY
- South Asia Region: India, Bangladesh, Sri Lanka, Pakistan
- ASEAN Region: Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam
- Work closely with the Global KYC Officer, APAC GFCC Management, LOB business, Risk and Control functions, Operations to develop, implement and administer appropriate policies and procedures
- Act as the final point of approval/escalation in matters of relating to the firm’s Global KYC Standards as well as making decisions on further escalations globally as and when required
- Participate in regional and global working groups focused on the development and delivery of KYC standards and KYC IT systems
- Lead, motivate and develop effective KYC Advisory and FCRR functions through the KYC Advisory and FCRR coordinators who are responsible, together with LOB GFCC Management, for the day-to-day operations of the KYC Advisory and FCRR teams
- Cultivate an environment that supports diversity, and improves employee engagement
- Deliver & track progress of both KYC Advisory and FCRR teams
- In cooperation with the in-Country compliance, monitor the LOB's compliance with laws and regulations, identifying weaknesses and developing remedial programs
VP-valuation Advisory
07/2011
-
10/2017
Phoenix, AZ
- In cooperation with the in-Country compliance, monitor and risk assess new and upcoming laws, regulations, policies, procedures and products affecting LOB
- Together with the MLROs maintains Appendix X to the Global KYC Standards and the APAC doc matrix that provides a helicopter view of the local KYC requirements and standards applicable in each APAC booking location per client type
- Review of KYC records of financial service providers (including hedge funds, private equity firms, broker dealers, correspondent banks and money remitters) to ensure accuracy and compliance with appropriate standards
- Application life-cycle management of LPL's data
- Management of analyst and development team responsible for Advisory applications
- Proven track record in advisory systems
- Understanding the methodology and processes used by different rating agencies for bank or non-bank clients
VP, Advisory Customer Engagement
05/2007
-
05/2011
Detroit, MI
- In-depth knowledge about credit analysis and financial modeling
- Strong financial statement analysis and modeling skill
- Good interpersonal and communication skills for effective internal/external interactions and developing stakeholder relationship
- Knowledge of Asian credit markets and developments
- Good command of written and spoken English, Cantonese & Mandarin
- Assessing market demand for projects
- Forecasting achievable income for projects
- Evaluating performance of existing projects
Education
Franciscan University of Steubenville
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Analytical skills, good critical thinking and decision-making skills
- Strong quantitative and technical skills, including knowledge of financial and accounting concepts and fluency in MS Office Suite
- Team-player attitude with collaborative instincts and strong interpersonal skills
- Solution driven approach, with exemplary problem solving skills
- Mapping/GIS experience helpful, but not required
- Professional experience in banking, investments, consulting, policy/regulation, or other related field, with a history of outstanding achievements
- Experience working on projects involving Advisory and brokerage businesses
How to write VP, Advisory Resume
VP, Advisory role is responsible for modeling, financial, research, design, reporting, analysis, accounting, training, credit, languages.
To write great resume for vp, advisory job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For VP, Advisory Resume
The section contact information is important in your vp, advisory 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 VP, Advisory Resume
The section work experience is an essential part of your vp, advisory 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 vp, advisory responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular vp, advisory position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative VP, Advisory resume experience can include:
- Real estate tax valuation experience
- Determining highest and best use, estimating market rents, and concluding to credible market values
- Providing mentoring and guidance to supporting team members
- Developing and leveraging relationships across the broader BlackRock platform to better serve the FMA client base
- Acting as a coach to junior staff, providing guidance on project work and career management
- Working knowledge of programming or statistical languages such as VBA, R, Python, SAS, etc. (desirable) and passion for technology and technology enablement
Education on a VP, Advisory Resume
Make sure to make education a priority on your vp, advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your vp, advisory 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 VP, Advisory Resume
When listing skills on your vp, advisory 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 vp, advisory skills:
- Excellent problem solving abilities, intellectual curiosity, and experience understanding complex issues
- Superior organizational skills with the ability to perform under pressure and tight deadlines in a fast-paced, high-intensity environment
- Ensuring processes, policies, and procedures are effective and comply with the Global OFAC Sanctions Standards
- Enterprise project experience working with cross-functional teams
- Experience in providing market study services industry highly desirable but not required
- High levels of demonstrated ownership over work-product and project engagement
List of Typical Skills For a VP, Advisory Resume
1
Skills For VP-valuation Advisory Resume
- Prioritize personal and supervisory workflows
- Real estate valuation experience
- Providing advice to clients in relation to project locations, scale, quality, and scope
- Lead engagement design and planning by serving as the central point of contact for each assigned project
- Conduct regular KYC/AML training on the Firm's policies and procedures to business staff in line with Regional and Global AML Programs
- Correspondent Banking for India, Bangladesh, Sri Lanka, Pakistan, Indonesia, Malaysia, Philippines, Singapore, Thailand, Vietnam
2
Skills For VP Advisory Portfolio Solutions Resume
- Direct and manage large, multi-disciplinary project teams including practice area specialists, data and analytical experts, researchers, and other generalists
- Serve as the primary liaison for day-today interactions with clients, including senior-level stakeholders, as well as FMA and BlackRock leadership
- Enforce BlackRock’s fiduciary culture of providing the highest quality service and work product to our clients
- Responsible for business development and revenue growth of loan book by
- Genuine passion for the financial markets and a self-determined drive to achieve superior performance
- Strong verbal and written communication skills, including the ability to synthesize complex ideas into clear messages and the acumen to lead discussions with project teams and client senior management
- C.F.A., F.R.M., or other relevant certification (desirable)
3
Skills For VP, Advisory Customer Engagement Resume
- Client-focused spirit and willingness to take on additional responsibility to meet client needs
- Action-oriented approach and willingness to roll up sleeves
- Courage of convictions and the ability to respectfully debate the status quo
- Develop and maintain productive relationships with key internal clients across all levels, especially senior management
- Drive and manage productive and professional regulatory relationships
- Bloomberg and/ or CapitalIQ proficiency
- Dispute property tax issues
4
Skills For VP, Head of Asia Pacific KYC Advisory Resume
- Certified Appraiser license required
- Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
- Possesses a good understanding of the firm’s resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
- Corporate Investment Bank, Singapore
- Property tax license
- MBA and/ or CFA
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