VP-investment Resume Sample

18 votes
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Rowan Gerlach
8728 Della Mews,  Houston, TX
+1 (555) 995 9240

Work Experience

VP, Investment Banking, Technology, Boston
05/2016 - PRESENT
Houston, TX
  • Demonstrated experience executing, in a deal coordination capacity, investment banking transactions involving all primary product groups (Mergers and Acquisitions, Equity Capital Markets, Debt Capital Markets, Corporate Credit) for large-cap companies in the energy industry
  • Demonstrated market/industry/product knowledge derived from Investment Banking coverage of large cap companies in the energy industry (with a focus on Power & Utilities)
  • Extensive experience producing quantitative analysis (including financial operating models, valuation, and credit analytics) for assets and companies in the energy industry
  • Drive qualitative industry analysis for the purpose of Investment Banking transaction origination, based on knowledge and interaction with key strategic and financial players in the North American energy space (with a focus on Power & Utilities)
  • Strong working knowledge of valuation / analytical tools offered by energy-specific data providers / consultants
  • Experience drafting Confidential Information Memorandums, Board and client presentations, and other transaction and origination documents related to Investment Banking products and services for clients in the Energy industry (with a focus on Power & Utilities)
  • Dedication to building a career in the investment banking industry, with a focus on the Power & Utilities sector
  • Understanding the financial impact of decisions on the client’s organization
  • Work with business partners to establish marketing and sales goals, distill key messages and translate them into marketing content that resonates with advisors and clients
VP Investment Accounting
04/2012 - 01/2016
New York, NY
  • Deliver strategy presentations to leaders of our businesses and other senior leadership
  • Create content including sales presentations, videos, social media messaging, landing pages etc
  • Apply critical thinking and problem solving to troubleshoot issues and deliver timely execution of deliverables
  • Manage sales and distribution relationships with existing asset managers, vendors, JNAM, Sales force, multiple internal departments, and Executives
  • Participate in new fund and investment manager selection process from a distribution perspective
  • Partner with Marketing to create investment related marketing materials
  • Manage and direct investment related web content (performance, etc.) across the company
  • Cultivate asset manager relationships to support Jackson’s strategic sales initiatives including attending and/or hosting due diligence events, soliciting meeting sponsorships, influencing marketing messaging, and creating/identifying mutually-beneficial opportunities for new initiatives, variable products, and sales channels
  • Support product and investment onboarding with third-party sales partners via national accounts personnel by completing due diligence questionnaires and providing support at launch and throughout the life of a selling agreement
VP, Investment Solutions Marketing
11/2006 - 02/2012
Los Angeles, CA
  • Plan and conduct investment and economic training with internal wholesalers, external wholesalers, asset managers, back offices, and advisors via due diligence meetings, calls and other investment symposiums
  • Innovate, review, and constantly refine new and existing processes, procedures, technology, and investment ideas for efficiencies and competitive advantages
  • Oversees performance calculation and display processes for all distribution-related platforms
  • Responsible for planning, monitoring, and achieving business goals
  • Direct external asset managers’ activities around sales and marketing efforts
  • Researches new fund ideas and makes recommendations for sub-account changes or additions
  • Has a good working knowledge of the asset management and operations aspects of Jackson and works closely with the entities to establish effective policies and procedures


Ohio State University - Marion Campus
2001 - 2006
Bachelor's Degree in Business

Professional Skills

  • Work experience in a strategic consulting, strategic marketing, business development, or sales role with specific experience in financial services
  • Prior digital marketing experience (social media, email campaigns, banner ads, web development etc.)
  • Experience in using FactSet, Bloomberg, BlackRock, and Lipper LANA. Additional proprietary tools are also used
  • Management, strategy, and influencing senior management/critical stakeholder’s experience
  • Demonstrated ability to take a risk-based approach to decision making
  • Experience in Finance, with familiarity of Treasury and Tax
  • Apply advanced knowledge and experience to the development of new methods, procedures and products

How to write VP-investment Resume

VP-investment role is responsible for digital, research, reporting, training, credit, finance, software, communications, analysis, marketing.
To write great resume for vp-investment job, your resume must include:

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

Contact Information For VP-investment Resume

The section contact information is important in your vp-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 VP-investment Resume

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

Representative VP-investment resume experience can include:

  • Collaborates with eCommerce, Compliance, Illustrations, Marketing and Technology Management to create and manage sub-account related sales tools, marketing materials, web content and JACKSON illustration software
  • Leads and mentor’s members of JNLD’s Investment Management/Portfolio Strategy team and analysts
  • Attends asset manager and industry conferences
  • An ability to communicate simply, directly, succinctly
  • Takes ownership and accountability for the quality of their work
  • Places value on attention to details

Education on a VP-investment Resume

Make sure to make education a priority on your vp-investment resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your vp-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 VP-investment Resume

When listing skills on your vp-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 vp-investment skills:

  • Employs delegation skills to ensure all staff members are making meaningful contributions and advancing their careers
  • Have at least 10-15 years of relevant financial industry experience
  • Be a self-starter with strong executive presence
  • Understanding of financial markets and the business of Corporate and Investment banking
  • Have the ability to take a pragmatic, commercial approach to risk and compliance whilst achieving desired outcomes
  • Investment related training/certification: ChFC, CIMA, CFP, CFA desired

List of Typical Skills For a VP-investment Resume


Skills For VP, Investment Banking, Technology, Boston Resume

  • Highly proactive and energetic focus toward client service
  • Communicate and manage interaction with all levels of management
  • Comprehend complex investment concepts and processes
  • Deliver presentations about technical and business issues
  • Proficient in Morningstar Direct
  • Preferably have a Series 7 qualification
  • FINRA Series 7 and 24 required or ability to obtain within 6 months

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