Analyst Resume Samples

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V Nader
Verda
Nader
48873 Veronica Walks
Los Angeles
CA
+1 (555) 579 8384
48873 Veronica Walks
Los Angeles
CA
Phone
p +1 (555) 579 8384
Experience Experience
Philadelphia, PA
Analyst
Philadelphia, PA
Marks, Gleason and Littel
Philadelphia, PA
Analyst
  • Acts as a local expert on United's Project Management Lifecycle framework and applies the PMLC framework to capital projects
  • Provide guidance, background information, and assistance to management and other staff on the analysis and interpretation of process performance data
  • Works as a senior team member under the direction of the Application Manager or Assistant Manager     
  • Working alongside business users and members of the development team to understand the business processes to develop best-of-breed management systems
  • Created various workflows for Incident Management, Change Management, Service Requests and SLA's
  • Performs analyses to assess provider trends, network adequacy and optimize company performance
  • Create, distribute, and evaluate network management performance reports
present
Los Angeles, CA
Analyst
Los Angeles, CA
Macejkovic, Homenick and Parker
present
Los Angeles, CA
Analyst
present
  • Provide focus and clarity in establishing individual goals, driving performance management, supporting career development, rewarding strong performance
  • Be a highly trusted to Senior Management providing strategic planning consultation, business development guidance, and performance management evaluation
  • Assist manager(s) in providing status updates to management on a regular basis to create transparency and to reduce risks
  • Proactively develops and manages provider relationships and facilitates various Joint Operating Committee (JOC), workgroup and ad hoc provider meetings
  • Assist CSC Manager in development of annual Work plans and in the day to day management of projects under their jurisdiction
  • Work with developers to resolve their technical issues & mentor them, work with QA Lead/Manager to improve test plan
  • Assist in the development of agency audit schedule and work with Field Audit Manager to resolve audit scheduling issues
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Strayer University
Bachelor’s Degree in Finance
Skills Skills
  • Probability: Strong knowledge in probability theory, statistics, econometrics, stochastic processes, and numerical analysis. Highly analytical bent of mind
  • Strong speaking and writing abilities in English. Strong speaking and writing ability in local language (if applicable) will be a strong
  • Strong working knowledge of MS-Excel with proficiency using pivot tables and v-lookup functions
  • A strong focus on attention to detail to produce high quality, accurate and timely deliverables to meet deadlines
  • Strong attention to detail; highly accountable
  • Highly organized and detail-oriented with a strong ability to multi-task
  • Data analysis: strong with MS Excel; desirable: Data visualization toolkit knowledge (Tableau, Qlikview etc), Excel VBA
  • Great attention to detail and strong concern with the quality of delivery
  • Highly organized, strong interpersonal skills, focused, process-oriented, and possesses great attention to detail
  • Good knowledge of MS Office, good interpersonal skills with an ability to engage with senior stakeholders
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15 Analyst resume templates

1

Analyst Resume Examples & Samples

  • Four year Degree Finance or Economics preferred; CFA candidate preferred
  • 3-5 years experience as an analyst
  • 4-6 years experience in the investment management/financial services industry preferred
  • Marketing background would be advantageous
  • Superior understanding of the global mutual fund & institutional fund industry products/concepts
  • Demonstrable, creative flair for data presentation utilizing visualization tools e.g. Tableau, Business Objects
  • Passionate communicator, able to clearly articulate message to all levels
  • Sound written and verbal communication skills
  • High attention to detail and ability to articulate key high level themes to all levels
  • Strong project management skills, ability to multi-task and meet firm deadlines
  • Solid ability to work both independently and in collaborative groups
  • Ability to interact and collaborate confidently with business partners throughout the Company
  • Ability to maintain a professional image and be able to confidently engage and influence at all levels
  • Highly proficient in Microsoft Office applications
2

Analyst Resume Examples & Samples

  • Prepare various supporting schedules, statistical reports, and reconciliations for the shareholder reporting process
  • Compile documentation and complete various regulatory returns and filings
  • Perform ad-hoc reporting as required by GFAR groups/clients
  • Participate in department projects as required
  • Knowledge of mutual fund industry/ capital market
  • Experience with automated financial systems, including a general ledger and financial reporting software, is preferred
3

Analyst Resume Examples & Samples

  • Review portfolio performance, attribution and risk statistics by analyzing the accuracy and quality of the underlying data
  • Identify and resolve data issues impacting performance, characteristics, attribution and risk reporting
  • Provide commentary for portfolio performance and attribution
  • Respond to ad-hoc requests for performance, characteristic and risk statistic information
  • Progress toward or completion of CIPM, FRM, CFA, or MBA, preferred
  • Strong quantitative and programming skills
  • Experience with Bloomberg, Barclays POINT, BarraOne, RiskMetrics, HedgeMark, and FactSet preferred
  • Advanced knowledge of statistical theory and a good understanding of financial instruments and markets
4

Analyst Resume Examples & Samples

  • Collateral management
  • Responding to inquiries and resolve trade related issues for PA and TACC
  • Taking an active part in the testing of new systems/functions
  • Driving for solutions by constantly looking at reducing risk and streamlining processes such as trade completion and confirmation, verification of holdings, pre-match, and fails resolution
  • Managing risk and prioritizing the workload effectively
  • Escalation of potential issues at earliest possible opportunity
5

Analyst Resume Examples & Samples

  • Source and understand the business requirements
  • Designing software development solutions/specifications
  • Creating and executing software development plans
  • Developing web based Java applications
  • Create and executing software testing plans
  • Ability to collaborate with others on the same project
  • Ability to manage multiple deliverables/projects simultaneously
  • Strong project management skills and ability to meet deadlines
  • Proficiency with Microsoft Word, PowerPoint and Excel
  • Ability to develop familiarity and skill using proprietary technology
  • 4-6 years completing Java development projects
6

Analyst Resume Examples & Samples

  • Handling user permissions requests
  • Managing Data questions for external clients
  • Technical Support – modify existing Perl scripts, ad-hoc sql queries, etc.  
  • Other configuration changes in Aladdin
  • College graduates with 1 to 3 years of corporate experience
  • Ability to perform in fast paced environment; strong time management skills, with an ability to handle multiple assignments concurrently
  • Knowledge of financial instruments and markets is beneficial
  • Asset Management or Broker/Dealer Trade Processing or Operations background is a plus
  • Client service orientation and solid oral and written communication skills
7

Analyst Resume Examples & Samples

  • Responsible for running management reports, including monthly business and financial results to management and businesses, co-working with business finance colleagues globally
  • Provide/review financial data related to Investments BETA/Alternatives businesses by interfacing/coordinating with functional business finance contacts, which includes monthly AUM reporting & variance analysis, Net New Business (NNB) forecast update, global MIS such as Business Review and Operating Plan
  • Update/review expenses forecast for functions on a monthly basis and input to required template for upload to finance system (Northstar)
  • Co-work with other finance teams for proper expenses forecast, Managed View reporting, review & sign off
  • Maintain/Review cost center segment and AP workflows
  • Initiating & supporting Business Finance projects & process improvements
  • 2 to 4 years of experience with a similar profile, preferably including investment management and/or financial industry experience
  • Must be commerce graduate; CA, CFA level 1, MBA or equivalent qualification preferred
  • Proficiency in MS Excel, prior experience in Essbase/Hyperion preferred
  • Ability to work effectively in a team environment (not only Business Finance team but also acrossFinance including controllers team and Finance as a whole
  • Broad knowledge of the asset management industry and investment management
8

Analyst Resume Examples & Samples

  • Work with business subject matter experts, product managers and technical team members to understand and refine business requirements, and to determine technical solutions
  • Provide technical expertise in systems design, developing and enhancing applications, including best practices in software design
  • Present and communicate system and application designs
  • Clearly document system and application designs
  • Programming, adhering to standards and best practices
  • Unit and peer testing of software code
  • Problem investigation, code analysis, debugging and resolution
  • 5 years programming experience with a proven ability to deliver high quality solutions
  • 4 year degree in a Computer Science or Technical Discipline
  • 3-5 years of J2EE/Java Web development experience
  • 3 years of Java Server programming – Multithreaded programming, Spring Framework, Hibernate
  • 1-2 Years JavaScript Frameworks such as JQuery, YUI, Angular JS
  • Strong relational database experience with hands on experience writing T-SQL queries (preferably on Sybase)
  • Familiarity with Apache Tomcat, Apache Web Server, Ant
  • Testing and debugging tools such as JUnit
  • Sound knowledge of logical and physical data modeling and database schema design
  • Experience using development tools and build frameworks e.g. Eclipse, Ant
  • Experience with scripting language – Perl, Shell (Plus)
  • Strong problem solving and analytical skills; ability to think creatively
9

Analyst Resume Examples & Samples

  • Work with business subject matter experts, product managers and technical team members to understand and refine business requirements, and to determine technical solutions within Oracle ERP
  • Provide technical expertise in developing and enhancing applications
  • Develop and clearly document and communicate technical solutions
  • 3+ years of hands-on experience in Oracle HRMS (11i/Fusion) in developing and implementing extension and customizations
  • Hands-on experience with PL/SQL, JAVA and XML in building extensions & customization to Oracle HCM
  • Knowledge of Rapid Development Tool J-Developer 9i/10g and Oracle Applications Framework (OAF) is desirable
  • Familiarity with business intelligence software, data visualization techniques and software and Big Data a plus
  • Experience working with global project teams spread across time zones
  • Strong time management abilities a must
  • Knowledge and interest in the financial services industry domain strongly recommended
10

Analyst Resume Examples & Samples

  • Work with business subject matter experts, product managers and technical team members to understand and refine business requirements, and to determine technical solutions focused on the user interface
  • Provide technical expertise in developing and enhancing applications, including best practices in software design
  • Demonstrate and communicate user interface designs
  • 3+ years of hands-on experience in developing pixel perfect CSS driven, table-less HTML, following development standards and templates as well as industry best practices
  • Bachelors or Masters Degree in Computer Science or equivalent
  • Hands-on experience with web development in unobtrusive JavaScript implementation, CSS, CSS 3, HTML, HTML5, DHTML, XHTML
  • Strong knowledge of the core JavaScript and working knowledge of at least one of the main stream JavaScript libraries like jQuery or YUI
  • Experience with Data visualization libraries and techniques such as D3 is a plus
  • Experience developing and maintaining development friendly, valid client-side code for implementation on projects
  • Strong working knowledge of all current graphic web-design applications
  • Familiarity with business intelligence software a plus
  • Excellent written, presentation and verbal communication skills
11

Analyst Resume Examples & Samples

  • Develop interfaces between Aladdin and External Client systems, other BlackRock applications, and third party service providers
  • Primarily work from written specifications provided by business analysts working in other regions
  • Most programming will be done in Object Oriented Perl on a Sybase database; there are several applications/servers coded in JAVA. The developer will leverage standard custom-built frameworks, libraries and utilities to architect interface solutions
  • Craft high-quality code and unit tests as per functional and technical specifications
  • Understand existing systems and platforms, and resolve operations issues while working with other teams located across the globe
  • Work with the release management team to deploy software into test environments, including ensuring that developed code and configurations are in accordance with defined standards
  • Responsible for documenting their code and processes
  • 1 years Java and Perl design and development experience - Java, Perl data structures and references, CPAN, modules, and packages. Additional knowledge of Javascript, HTML,JSP
  • 1 years database experience (Java, Perl DBI, SQL, DDL/DML, stored procedures, data modeling). Sybase experience preferred
  • 1 years UNIX experience (ksh, bash, shell scripts)
  • Exposure to Hadoop/Hive and similar technlogy desirable
  • Knowledge of Software Development Life Cycle
  • Ability to write good strctured, optimized sql queries
12

Analyst Resume Examples & Samples

  • 5+ years of hands-on programming experience with a proven ability to deliver high quality solutions and code
  • 3-5 years of J2EE/Java development experience
  • Experience developing user interface driven applications as well as efficient batch processes
  • Unix shell scripting and Perl a plus
  • Strong relational database experience with hands on experience writing T-SQL queries (preferably Sybase), debugging techniques and performance tuning
  • Experience using testing and debugging tools such as JUnit
  • Experience with scripting languages – Perl, Shell is a Plus
13

Analyst Resume Examples & Samples

  • All phases of software development for the AnSer product and supporting server infrastructure
  • All phases of software development for the Aladdin Research product and supporting server infrastructure
  • Working with senior team members and internal clients to specify and design new product functionality
  • Interfacing with other groups in the firm to solve client problems
  • Continuous communication of technology decisions, issues and plans to senior team members and clients
  • Providing ongoing development maintenance of existing application functionality, working closely with the client support teams to address issues that are escalated for resolution
  • Strong programming skills in Java
  • Knowledge of JavaScript, HTML5 and CSS3
  • Knowledge of SQL, JDBC and Spring
  • Experience with Unix (especially Solaris and Linux) and Windows
  • Strong object oriented programming design skills. Knowledge of UML, design patterns/frameworks, etc
  • Experience with the Java Foundation Classes (JFC)
  • Degree in computer science, engineering, or a similar technical field
  • Experience in the financial services industry a strong plus
14

Analyst Resume Examples & Samples

  • Financial ModelingAnalysts will be involved in solving challenging business problems using creative solutions utilizing various data mining and statistical tools
  • Analysts will have the opportunity to work on significant projects that will expand their knowledge and skills, as well as benefit BlackRock
  • They will also help with maintenance and support of our existing models. In addition, they may play important roles estimating new econometric models and contributing to our research platform
  • Review all model related reports and provide commentary including forecast error reviews. Be proactive regarding required model enhancements. Instruct users how to use models effectively
  • Provide modeling and analytical supports to internal and external clients
  • Work with other FMG members to implement production quality models. Verify that newly implemented models tie to prototyped models
  • Students with Master degree in the field of Statistics, econometrics, quantitative economics, financial engineering, mathematics or other quantitative fields
  • Outstanding record of academic achievement and a strong interest in building econometric models to solve difficult real world problems of the investment management business
  • Strong analytical skills, attention to detail, and the ability to work as part of a team in a fast-paced environment
  • Experience working with large data and empirical modeling is desired
  • Interest towards learning about new data mining and statistical tools
  • Excellent interpersonal, leadership, and oral and written communication skills are also required
  • Strong knowledge of Statistical Tools (SAS, Splus, or R)
  • In-depth knowledge on multi variants regression is required
  • C/C /SQL/Perl programming skills also highly desirable
  • Strong desire to apply these skills to address financial problems and issues that BlackRock encounters in the course of business
  • Good Knowledge of Analytical Tools and MS Office (Excel, Word and Power-point)
  • Progress toward CFA / FRM a plus
15

Analyst Resume Examples & Samples

  • Analysts will be involved in solving challenging business problems using creative solutions utilizing a variety of technologies
  • They will have the opportunity to work on significant projects that will expand their knowledge and skills, as well as benefit BlackRock
  • They will also help with maintenance and support of our existing models. In addition, they may play important roles towards the research and development of new models
  • Develop models using various technologies and quantitative concepts to deliver on the objectives of the group
  • A bachelor’s degree in engineering or mathematics and computing from a reputed institute
  • Exposure to SQL and UNIX is required
  • Prior Experience of 6 months-2 years in quantitative modeling or quantitative development
  • Must be able to write and understand complex financial algorithms for implementing/deploying models and applications
  • Work with other FMG members to implement models to be deployed on production. Own the deployed models and verify the outcomes to be consistent
  • Interest towards learning about new technologies and tools
  • Good programming knowledge with quantitative development and modeling exposure
  • Strong quantitative skills with good knowledge of statistics and mathematical modeling
  • Exposure to statistical modeling tools like R/SAS/Tableau is a plus
16

Analyst Resume Examples & Samples

  • Maintain data and analytics reported in the Green Package and other Aladdin tools. Coordinate with internal and external teams to ensure data input quality
  • Subject matter experts for all content (Risk/Returns/Performance) that is reported within the Green Package
  • Continuously streamline the Green Package process through production and engineering improvement
  • Understand the client needs and work with internal BlackRock Teams to provide relevant and intuitive analysis through the Green Package platform
  • Post Graduate or B. Com. Graduate with 1 - 5 year of experience in capital market/ financial services-back office industry
  • Should be technology oriented in order to understand and learn UNIX, SQL, etc
  • Should be proficient in Internet usage, web browser, search engines
  • Basic IT knowledge and familiarity of operating systems (Windows 95/98/2000/NT)
  • Understanding of Capital Markets industry with special reference to US capital markets
  • Desirable: understanding of Fixed Income Securities
  • Good Spoken and Written Communication skills should be able to converse freely with their onshore counterparts
  • Ability to learn quickly and grasp training essentials. Good Academic Background
  • Should be proactive in taking initiatives out of the core scope of work
  • Should be very high on time management and multi-tasking to manage time bound deliverables
  • Good communication skills (verbal, written)
  • Should have good numerical ability and data gathering and analysis skills
  • Should have attitude to identify the problem and look for long term resolution
  • Positive Attitude for Customer Service
  • Should have a flair for learning on the job
  • Shift work required? Yes – Will have to work US hours. 5 day weekly. 2 days weekly off not limited to Saturday or Sunday or consecutive
  • Travel required? Yes – Rarely only for Cross training & Coverage
17

Analyst Resume Examples & Samples

  • Technical Skills: An advanced understanding of the Unix operating system, specializing in Linux and Solaris platforms, as well as programming languages such as PERL, Java, SQL, and shell scripting languages. Candidates must have a strong interest and aptitude for quickly learning new technologies and proprietary systems as required. Candidate should have a working knowledge of some Web technologies, partially java web applications
  • Engineering: Preform upgrades, enhancements and onboarding of web technologies including Apache, Jboss and Squid
  • Flexibility: Is able to multitask, maintain composure in high-stress / high-visibility situations and change priorities as needed to accommodate a very dynamic business support model
  • Shift Work: Is willing to work a rotating schedule that will include second shift, weekends and holidays, and alternate (Tues-Sat or Sun-Thurs) schedules as required depending upon coverage scenarios required by the global team
  • Project Management and Analysis: Is able to plan and execute projects working collaboratively with end users (which may include Development teams and business-side managers). Uses various tools (such as Microsoft Excel, Visio, and PowerPoint) to conduct analysis on system performance, root cause diagnostics, and systems’ / applications’ design to understand and improve the operating quality of production environments
18

Analyst Resume Examples & Samples

  • Design, develop and implement efficient processes to run our proprietary financial models and reporting applications on all client portfolios and holdings on a daily basis
  • Create intuitive workflow GUIs for operational teams to streamline the quality control of market data and derived analytics
  • Provide ongoing support and maintenance of existing process and applications.The team’s global support model helps to minimize the need for on-call support
  • Beyond coding, a successful candidate will strive to learn the business context of their projects and the needs of their users and quickly play a leading role in solving problems
  • Flexible to work in other technologies (Java and /or web-GUI development) at a later stage in the role
  • Work with global team across multiple regions on development discussions & code reviews
  • Shift timings available – 12 pm - 9 pm OR 2 pm - 11 pm
  • A Bachelors/Master’s degree with a technical discipline including engineering & computer science
  • 1-3 years of experience with C
  • Knowledge of common data structures and algorithms
  • Experience developing front-end Java tools or web-GUI is a plus
  • Strong foundation in database design and SQL
  • Interest in financial analytics and its applications in the investment and risk management process
  • Experience working with, designing, and building scalable servers is a plus
19

Analyst Resume Examples & Samples

  • Account coding and coding reviews
  • Process /system enhancements
  • Maintenance of Legal & Compliance Restricted Lists
  • Experience of coding of client portfolio in SQL preferred
  • Ability to manage stress and work in a highly challenging environment
  • Have maturity and positive attitude
  • MBA Finance or CFA
  • Capital markets knowledge or NCFM certifications preferred
20

Analyst Resume Examples & Samples

  • Master’s degree in Business, Finance, Economics or related quantitative field with good academic record.Preferably1st division in all exams
  • Experience from 1-2 years of relevant work experience in the financial services industry, preferably in the asset management industry
  • Thorough understanding of finance skills and their applications
  • Good knowledge of Microsoft Excel and Microsoft Access are required
  • Knowledge of market data tools like Lipper, Bloomberg, Morningstar, Factset etc
  • Knowledge of investment performance, fixed Income and /or equity products preferred
  • Familiarity w/the GIPS standards, investment performance reporting are definite pluses
  • Knowledge of Fixed Income, Equity products preferred
21

Analyst Resume Examples & Samples

  • Specification and Development of new workflows to be administered by the Gurgaon office that support total return data requirements
  • Creates customized performance reporting based on client specifications using PERL, BIRT, or other report writing tools
  • Leverages India time zone to troubleshoot production related issues in a timely manner and provide support to other groups around the globe
  • Assists in retiring manual spreadsheet driven processes onto the BlackRock platform, leveraging the latest technology available
  • Extracts and utilizes data from various sources such as databases, files, or servers for use in performance calculation or reporting
  • Enhances efficiency within India team through automated quality control process modeling and implementation
  • Communicate with project stakeholders in the US and EMEA while keeping deliverable ETAs accurate and transparent
  • Coordinates with other key counterparts within the India office and around the globe to ensure client needs can be serviced through Performance Team’s infrastructure
  • Partners with internal PNL, Attribution, NAV, and GIPS groups to automate processes and reporting to create workload bandwidth
  • Proficiency in Unix, SQL, BIRT, PERL, and relational databases a very strong plus
  • Previous Asset Management - Performance & Accounting experience preferable
  • Experience with external data vendors such as Morningstar, Lipper, and Bloomberg
  • Good presentation and creativity skills
  • Confident communicator
22

Analyst Resume Examples & Samples

  • Maintain and establish software standards to be used and enforced globally across the enterprise
  • Develop and maintain core libraries which form the bedrock for all the firm's software development platforms
  • Provide support and guidance to other developers across all development groups
  • Support, maintain and provide governance over all of the developer tools (SCCS, build, issue tracking, etc)
  • Provide new developers onboarding and technical training
  • Proactive code reviewing
  • Assist developers in debugging complex issues
  • A successful candidate must have proven experience in the following
  • Strong understanding of the Unix operating system, specializing in Linux (RedHat) and Sun Solaris
  • Expertise in Software Development with Java 2 years (using Spring, JSP and Hibernate), Perl 2 years
  • A clear and comprehensive understanding of the full development lifecycle from Analysis through to Development and Testing with experience of both Configuration and Release Management
  • Sybase experience with a good grasp of stored procedures, triggers and database modeling
  • Build system tools, Ant, Ivy, nmake, Hudson and general dependency / library management knowledge
  • Strong in Source Code Management, preferable using Subversion
  • Some exposure to the following tools and technologies would be advantageous: Javascript, AJAX, DHTML, CSS, JBoss,XML / XSLT, SOAP and Web Services, C /C#
23

Analyst Resume Examples & Samples

  • At least 6-8 years of sourcing experience in a fast-paced, financial services environment, including 4+ years of analytical, tactical/strategic sourcing experience
  • Specific experience required with MSAs, SOWs and SLAs across multiple spend categories, specifically: Corporate Services/Facilities Management
  • Experience with managing a large volume of concurrent tasks within specific timeframes, with a high degree of accuracy and timeliness in work
  • Strong communication skills – as evidenced by examples that demonstrate an ability to influence others through oral and written communication
  • Successful candidates are able to persuade and motivate support for key ideas and initiatives by delivering clear, well-structured presentations
  • Negotiation skills – as evidenced by successfully shaping the decision-making process in situations where there are competing objectives. Successful candidates have solid negotiation experience and are comfortable representing BlackRock’s interests in interactions with vendors and other counter parties
  • Superior analytical skills – as evidenced by a strong track record of successful analytical decision-making. Successful candidates can provide examples that demonstrate superior quantitative and analytical capabilities, and the ability to translate analysis into tactics and results
  • Proven ability to manage issues through to resolution, negotiating compromises for overall business benefit when required
  • Ability to develop and maintain effective working relationships with clients and vendors
  • Strong understanding of contract terms and ability to explain the practical applications of such contract terms
  • Excellent organizational skills, with superior attention to detail
  • Strong English written and verbal communications skills
  • Ability to manage a high volume of communication with internal business constituents and vendors located in the US, UK and APAC
  • Proficiency in Excel, Word and PowerPoint is required
24

Analyst Resume Examples & Samples

  • Preparation of surveillance reports
  • Analysis of report output based on surveillance procedures
  • Facilitation of inquiries to portfolio management and trading teams
  • Maintenance of documentation to evidence the review, escalation and closure of exceptions
  • Performance of forensic compliance testing, using data analytics, trend monitoring, and statistical analysis to identify potential compliance issues
  • Coordination with the EMEA transactional surveillance team to share best practices, provide coverage, and gain efficiencies of scale
  • Special Projects as needed
  • 1-3 years of asset management, consulting, or regulatory experience
  • Knowledge of the US federal securities laws; knowledge of other US and non-US regulatory requirements (e.g., FCA, CFTC, OCC) a plus
  • Prior experience with performing transactional surveillance and/or forensic testing preferred
  • Prior experience with data management, data analytics, and preparation of management information reporting a plus
  • Background in portfolio compliance, client guideline monitoring, or regulatory reporting a plus
  • Proficient in Excel, Word and PowerPoint
  • Strong written/oral communication, organizational, and interpersonal skills
  • Ability to work as part of a team and independently in a fast-paced environment
25

Analyst Resume Examples & Samples

  • The QA Engineer will engage early with Development and Business representatives to develop test plans, manual test cases (for later conversion to automated tests), test data, SQL and verification points
  • The QA Engineer will develop, maintain and execute automated scripts based on manual test cases; therefore the ability to code using HP Quick Test Pro (QTP v10) and use of Application Lifecycle Management (ALMv11) modules (Management, Test Plan and Test Lab) is a must
  • Contribute to test automation process and is expected to develop reusable components (actions, functions) that can be integrated and wired together to form coherent and maintainable automated tests
  • Ability to participate in estimation, planning and quality risk analysis as required
  • Interface and liaise with the Test, Business and Development teams, effectively communicating automation metrics, progress and issues impacting delivery
  • Company Standards – Follow all the company prescribed standards and procedures, including security, release and change control
  • Follow established procedures and processes to ensure that all Audit and Regulatory requirements are met
  • Minimum of 3 years experience in Software Quality Assurance in a financial services firm, including writing manual tests, test automation development and execution, with a primary focus on Java Swing and browser based application environments
  • Minimum of 2 years experience using QTP and use of all ALM modules with an emphasis on automation test execution and reporting from ALM TestLab
  • Knowledge of QTP features such as parameterization, checkpoints, actions, synchronization a must
  • Must be able to write SQL statements for database verification
  • Experience in QTP Object Repository tagging concept/best practice and appropriate use of Smart Identifications
  • Working knowledge of VBScript and appropriate use of descriptive programming
  • Exposure to following technologies: RDMS , SQL, *nix, windows, XML and Java
  • Understanding of Object Oriented design principles
  • Working experience in testing browser or J2EE application architectures
  • Foundation in various SDLC methodologies - Waterfall, Agile, Unified Process
26

Analyst Resume Examples & Samples

  • Implement new business functionality on the Aladdin system to meet business requirements
  • Provide ongoing support and development maintenance of existing application functionality
  • Working closely with senior members of the team, end users and client support teams to provide support and better understand user requests
  • Partner with end-users and client services staff in the rollout of the new business functionality
  • Ensuring focus on quality and delivering results
  • Assist team leads with developing project estimates and plans
  • Communicate technology decisions, issues and risks to senior team members and clients
  • Should be able to work in US EST time-zone with overlap of 2-3 hours
  • Bachelors or MS degree in Computer Science or Mathematics
  • 4 years of experience with large scale software development and deployment
  • 3 years of experience with Java
  • Knowledge of Java Swing and multithreaded java development
  • Knowledge of Spring, JDBC & SQL
  • Strong foundation in Object-Oriented Analysis and Design as well as Design Patterns
  • Experience developing scalable server is a plus
  • Experience working with, designing and building scalable real time systems is very helpful
27

Analyst Resume Examples & Samples

  • Experience of coding of client portfolio in SQL
  • Strong project management and multi-tasking skills
  • MBA Finance/CFA
  • Knowledge of UCITs regulation, preferred
  • Capital Markets knowledge/NCFM certifications, preferred
28

Analyst Resume Examples & Samples

  • Experiencewith building financial models; excellent Excel skills
  • Goodanalytical skills and creative problem solving skills
  • Abilityto succeed in a fast-paced environment with rapidly evolving deliverables
  • Thoroughnessand attention to detail, high level of accuracy, and strong work ethic
  • Strongfinance/accounting skills
  • Goodcommunication skills both written and oral
  • Experiencein treasury, capital planning or financial modeling is a plus
  • Knowledgeof Asset Management businesses is a plus
29

Analyst Resume Examples & Samples

  • FX Trade- out
  • Monitoring the integrity of the local and US books and records of the legal entity, to be executed with reference to the Legal Entity Control Standards policy and other applicable global policies, escalating issues as appropriate
  • Perform detailed analysis of the balance sheet and P&L variances
  • Preparation of various US regulatory reporting
  • Hyperion attestation of results and variance commentary
  • Review monthly TB
  • Corporate balances review
  • Variance analysis, NII Analysis, Expenses review
  • Review of reasonableness of expenses in London Branch which will be attributed to LLP in the following month
  • Provide analytical summary to LEC
  • Flash & Business commentary, Follow up any queries raised by LEC
  • Management of fast and appropriate response to queries. Preparation and delivery of MIS reports due to senior management
  • Maintaining control sheets and high ticks for the month
  • Passing PCA's in the GL including Equity Pick up's
  • LEC attestations
  • Inter-entity break resolution
  • RAYD reports with Exceptions Highlighted, MFR Report Review
  • Strong team player with good people management skills
  • Excellent communication and organizational skills including good judgment and decision making abilities
  • Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
  • Self starter with ability to take initiative and constantly challenge the process
  • Ability to multi-task complex requirements under considerable time pressure, whilst maintaining a high degree of accuracy and quality
  • Strong PC skills including MS Excel, MS Word, MS Access and Lotus Notes
  • Investment Banking product knowledge including derivatives, equities and debt securities would be an advantage Knowledge of GL platforms used in J.P. Morgan Chase would be
30

Analyst Resume Examples & Samples

  • Bachelors Degree required, Masters is an advantage
  • 1 - 3 years business process project experience is a plus
  • Ability to execute tasks under aggressive targets in a changing work environment
  • Accounting skills/experience a plus
31

Analyst Resume Examples & Samples

  • Support various lines of business and report line of business wise performance reporting on Monthly basis and query resolution
  • Maintenance of Reference data hierarchy
  • Perform various reconciliationseg. inter-company etc to ensure financial integrity
  • Participate in user acceptance tests during projects on system implementation/changes
32

Analyst Resume Examples & Samples

  • Perform credit due diligence and analysis (including financial modeling and client due diligent meetings) on clients and transactions
  • Work closely with credit executives, CCM Bankers and different lines of business in identifying and developing alternative transaction structures / credit risk mitigation solutions
  • Involvement in the credit documentation related to loans, trade finance, derivatives transactions, etc
  • Monitor the credit portfolio including credit covenants and preparation of interim update
  • Build and maintain strong working relationships with internal clients and colleagues
  • Participate as a deal team member in investment banking transactions with credit requirements
  • Research industry, regulatory and other areas as required
  • Support local legal entity risk management requirements in line with local regulations
  • 2-6 years credit related experience (preferably with a leading international bank) (candidate with longer experience can be considered as associate)
  • Bachelor degree (or above) from reputable college or university
  • Strong analytical and risk management related skills
  • Strong teamwork and partnership skills
  • Exposure to lending, derivatives or trade finance documentation and structuring preferred
  • Chinese (Mandarin or Cantonese) reading/speaking skill preferred
33

Analyst Resume Examples & Samples

  • 1-3 years financial services experience
  • Ability to execute tasks with aggressive time frames and multi-task in an ever changing environment
  • CA preferred
34

Analyst Resume Examples & Samples

  • Preparing various risk metrics and reports for monthly Investment Policy Committee meeting
  • Running Stress Test for Money Market Mutual Funds
  • Running modified Basel model for credit risk analysis
  • Be responsible for Holdings data compilation, analysis and reporting
  • Assist with the weekly management reporting
  • Preparing Risk metrices for the separately managed accounts like Standard deviation and VAR Summary, Exceptions Report
  • Running Performance Attribution for short term strategy
  • Participating in on going projects
35

Analyst Resume Examples & Samples

  • Develop and maintain processes related to the list screening of client records Work with IT, LOB contacts and Client List Screening operations to support various regulatory and internal research requests Perform data analysis exercises and prepare presentations to support various regulatory and internal research requests·
  • Bachelor’s degree in Business or related field (Finance, Accounting, Engineering, Mathematics, Operations Research, Statistics, Computer Science)
  • 5 years experience in the financial services industry and/or BSA/AML/OFAC regulations with sound banking knowledge of product and service offerings
  • Solid written and oral communication skills with the ability to summarize and present findings in a clear, concise manner, both orally and in writing to all levels of management
  • Proficient in Microsoft Office (Especially Excel & PowerPoint)
  • Proven Business Analysis experience
  • Proven project implementation experience with attention to detail and excellent organizational skills
  • Proven ability to handle multiple projects with minimal oversight with the flexibility to adapt to changing priorities to meet business needs
  • Ability to contribute as a strong team player in a fast-paced, regulatory driven, diverse environment.·
  • Prior BSA/AML/OFAC/Compliance experience
  • Understanding of key list screening software (Bridger Insight XG, FircoSoft, etc.)
36

Analyst Resume Examples & Samples

  • MBA/CA with 2-4 years of exp or Graduates with 5-8 years of exp
  • Minimum of 1-3 years Financial Service industry experience preferred
  • Solid understanding of financial markets and instruments
  • Familiar with Investment Banking and Treasury & Security Services products
  • Excellent communication skills and ability to develop relationship with other teams
  • Follow control guidelines and escalation procedures
  • Proficient in Microsoft Excel, VBA Macros, and Access
37

Analyst Resume Examples & Samples

  • Supporting the definition and scoping of the MiFID II / MiFIR program
  • Work with the team in identifying business areas and products affected by the upcoming regulations and proposing solutions
  • Interact with business partners across GWM and work with P&P colleagues in the identifications of gaps under the current state
  • Act as project analyst in selected work-streams once the project phase starts
  • Be responsible for the preparation of management updates on the program status
  • Tracking the program and projects in the PMO tool and help the definition and production of MIS reports
  • Bachelors degree or equivalent in a related subject
  • Solidexperiencegained within orwith exposure to thefinancial services industry. Working knowledge of Wealth Management is preferred
  • Project management skills and ability to think strategically
  • Excellent leadership, interpersonal, and relationship management skills
  • Strong preference for multiple languages
  • Strong proficiency with MS Excel, Word, PowerPoint, Project, Access & Visio
38

Analyst Resume Examples & Samples

  • Gather and analyse public information from a wide array of sources
  • Develop financial analyses and models
  • Assist in the execution of transactions for clients including preparation of relevant documentation and day-to-day management of due diligence processes
  • Undergraduate university degree
  • Fluent written and spoken English
39

Analyst Resume Examples & Samples

  • Strong written and oral communication skills – Candidate must be able to have discussions with clients, investment advisors and colleagues about closed end products and assist with drafting the prospectus
  • Strong understanding of financial concepts and the capital markets – Candidate must be able to comprehend and evaluate the viability of investment strategies being contemplated by portfolio managers as well as speak to these strategies while discussing with clients and colleagues
  • Strong in Excel and Powerpoint (with emphasis on the former)
  • Positive "can-do" attitude; strong work ethic
40

Analyst Resume Examples & Samples

  • Provide support to the origination efforts of other parts of the division / bank, as appropriate
  • Develop and operate financial models and related tools required to execute transactions
  • Address legal issues, where appropriate and ensure their full impact is considered
  • Provide support to other transaction teams as required
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functionspromptly. Failure to do so may subject you to disciplinary action, up to and including termination
41

Analyst Resume Examples & Samples

  • Assist the risk assessment, scoping and planning of a review
  • Assist in executing the review. Specifically focusing on the following
  • Intermediate level analytical and data analysis skills (e.g., SQL, ACL, or similar tools)
  • Understanding of Java, C++ or scripting languages (e.g. PERL)
  • 2+ years of experience either in technology function (e.g., Developer, System Architect, DBA, System Administrator, etc.) or in a technology audit role
  • 4-year degree required (Computer Science, Math, MIS preferred)
  • Working knowledge of Financial Reporting, Fed. Reporting, Basel requirements & S404 controls
  • Team-oriented with a strong sense of ownership and accountability
  • Good leadership, interpersonal, and relationship management skills
  • Certification or industry accreditation (e.g., CISA, CISSP, CISM, CFA, Series 7) is a plus
  • Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
  • Prior audit experience is a plus, but not required
  • Solid knowledge of the Financial Risk and Reporting, brokerage industry, capital markets, and securities products
  • Experience with
42

Analyst Resume Examples & Samples

  • Ability to understand the requirements of onshore partner & assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process
  • Maintaining a very high level of competency when reviewing data and reports, and quickly identifying and rectifying both data and format issues
  • Have foresight & understanding of business terms & requirement
  • Support all aspects of maintenance and improvement of the Reporting processes
43

Analyst Resume Examples & Samples

  • Institutional Sales and Trading Group (“ISG”) Trade monitoring
  • Control Group Restricted List Trade Monitoring
  • Research Monitoring
  • Employee Trading Compliance
  • Anti Money Laundering Monitoring
  • Wealth Management Monitoring
  • Investment Management Monitoring
  • Complete the assigned tasks in a timely manner
  • Participate in defining and documenting the operating processes for processing Monitoring models
  • Help in creation of Management Information Reports on a periodic basis
  • Escalate unresolved issues or potential violations of the Morgan Stanley’s policies or external rules and regulations to his/her Manager, Coverage Compliance and Senior Management of Business Units
  • Up to 2 years in a corporate setup, preferably in a control function, such as Audit or Compliance
  • Pragmatic and analytical problem solving skills
  • Working knowledge of MS Excel; and
44

Analyst Resume Examples & Samples

  • Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
  • Complete understanding of product profiles
  • Periodic Risk and Exception reporting to senior management
  • Monitor service level deliverables of the vendor and play an oversight role
  • Liaising with global counterparts and service providers to ensure accuracy of books
  • Review Books and records ? Total Ownership
  • Execution of transitions/ Migrations to new systems
  • Involvement in projects related to the job function
  • Strong academic background
  • Strong customer service focus, interpersonal and communication skills
  • Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues
  • Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities
  • Exhibit a strong sense of urgency, accountability, ownership
  • Ability to follow-up & work with teams at off-site/remote locations
  • Proficient with Computers and in particular MS Office applications
  • Good Team-player
  • Ability to multi task and prioritize functions and tasks
  • Ability to absorb information and learns quickly
  • Ability to identify and escalate risk issues to stakeholders
  • Relevant prior experience in reconciliations and reporting will be an added advantage
45

Analyst Resume Examples & Samples

  • Daily processing functions - trade allocations and generating confirmations to the clients; monitoring unmatched trades and taking prompt action for a timely settlement; dealing with various queries from the clients and the sales traders; reviewing and monitoring risk reports and cleaning up exception items; static data maintenance and confirmation delivery details and building client relationship through day-to-day processing and contacts
  • Internal and external clients have different needs, the ability to communicate in a clear and concise way is vital. In addition, it is necessary to adapt to client specific needs in a positive way. Maintaining a good relationship with the various departments globally
  • Experience of working in a client service role is preferable, along with a sound understanding of financial markets and products. A proven record of accomplishment of learning new products and understanding business concepts is required
  • The team operates in a high-risk environment, where the potential for error/ loss to the Firm and clients is high. Due to the nature of the products traded, and the value of the trades, attention to detail is of the utmost importance. Processing trades correctly, first time, is the aim of the group, but when an error does occur it is vital that we investigate, resolve and escalate immediately
  • The role requires extensive interaction with clients both internally and externally - the ability to maintain and build excellent client relationships is a priority. The role requires the individual to be articulate with excellent communication skills at all levels
  • Ability to use the tools and technology available to improve the workflow, meet internal benchmarks and those set by the client. An understanding of market initiatives and new technology are critical to providing a high level of customer service
  • It is critical to have excellent organisational ability, being able to react to change and deal with issues as and when they arise. The individual will be responsible for maintaining consistent high quality performance and ensuring that client specific requirements are met on a timely basis
  • Due to the pressurized environment and the need to deal with issues on an ongoing basis it is necessary to maintain composure while remaining assertive when dealing with complex problems
  • Broad understanding of different investment products and instruments
  • Excellent attention to detail, problem solving skills and excellent judgment
  • Strong risk awareness and orientation
  • Prioritisation and time management skills - for own workload and that of others
  • Takes ownership of issues is methodical and ensures resolution
  • Has proven ability to interact with multiple internal and external functions including clients, sales and other functional operations teams
46

Analyst Resume Examples & Samples

  • Strong proficiency with MS Office, SQL and VBA and working knowledge of databases
  • Self motivator and team player with strong interpersonal skills
  • Ability to manage dynamic priorities with attention to details
  • Ability to meet tight deadlines and deliver high quality work in a fast-paced environment
  • Solid understanding of financial products including fixed income, equity, and other traded securities
  • Experience in risk management or operation involving data analysis and process management is desired
  • 4 years of working experience (with at least 3 years work experience in Finance or Risk)
  • Experience with the Comprehensive Capital Analysis and Review (CCAR)
47

Analyst Resume Examples & Samples

  • Evaluation and execution of investment opportunities
  • Valuation analyses, building financial models
  • Conducting industry, business and financial due diligence across sectors
  • Monitoring and reporting of portfolio company performance
48

Analyst Resume Examples & Samples

  • Interest in developing an understanding of the structure, function and application of estate planning vehicles and how asset allocation and estate planning can be integrated to produce optimal solutions
  • Good understanding of trust and estate planning laws or willingness to learn the same
  • Interpersonal skills to allow for effective communication with private wealth advisors and clients
  • Problem solving and analytical skills – the candidate should have the ability to break down information and data to create well thought out, logical solutions
  • The ability to work on a cross functional team and integrate all elements into client strategies
  • The ability to take their own initiative
  • Creative approach to assessing problems
  • Well versed in Excel and PowerPoint
49

Analyst Resume Examples & Samples

  • Reconciling employee data to highlight any issues in employee trading, trainings, registrations, etc
  • Tracking/Reviewing trading data reports to identify any issues
  • Maintaining key databases for the team
  • Running reports on the database to highlight any areas of focus/red flags for the global team
  • Updating Team internal webpages and organizational charts
  • Supporting the team in testing new analytical/tracking tools
  • Graduate BMS/MBA
  • Prior experience in Risk/Compliance areas will be valuable
  • Excellent telephone skills (regular phone contact with team required)
  • Advanced knowledge and extensive hands?on experience with Microsoft applications (Word, Excel, PowerPoint)
50

Analyst Resume Examples & Samples

  • Performing index publication and management of monthly rolls for some of the Fx Morgan Stanley custom indices
  • Automation and running of Relative Value Volatility model for liquid Swaption markets
  • DFLO - running of monthly updates
  • Generation of monthly cost and liquidity report, assist with expansion to liquid govt bond markets
  • Daily Volume Report - checking report has run and distribution of email to defined client list (decided not to fully automate this)
  • FVAlpha - checking for daily signals and publication/distribution of email when new signal generated
  • Daily Signal Report - generation and distribution
  • Momentum model - distribution of email to defined client list
  • Monthly update of liquidity curve data (checking it ran without issues, data is consistent etc)
  • Correlation/Volatility regime model - distribution of daily email to defined client list
  • All candidates should have a strong quant background (preferably maths/ stats/ science/ engineering)
  • Practical market experience, and knowledge of the institutional buy-side/Fixed Income Derivatives products, is preferred
  • Ideal candidates will have experience in manipulating large data sets, programming and building complex quantitative models
  • Attention to detail and the ability to produce under pressure is a requirement
  • Applied Financial econometrics and time-series analysis
  • Constrained Non-linear programming
  • Programming skills in Matlab with sufficient knowledge of C/C , VB, Q, etc
  • Familiarity with data from KDB, Factset, MSCI, WMR, Bloomberg, Reuters; ability to automate procedures across these technologies
51

Analyst Resume Examples & Samples

  • Support sales efforts for the NBC Entertainment, Lifestyle and Hispanic Groups across multiple platforms by creating positioning pieces and competitive analyses
  • Support custom primary research studies for ad sales including exploratory studies, satisfaction tracking studies, ad effectiveness research and usability testing
  • Assist with the QA of survey links, sales microsites, tracking codes, and other custom projects
  • Analyze internal metrics on NBC Entertainment, Lifestyle and Hispanic offerings to support Sales and Marketing in brand positioning
  • Provide in-depth analytics on various sales and marketing campaigns through Tracking Codes and other tagging strategies
  • Respond to RFPs from sales and marketing in a timely manner
  • 1-2 years research experience
  • Understanding of quantitative research methodologies, survey design and analysis prefered
  • Knowledge of Adobe Analytics, Google Analytics, ComScore, Nielsen, and Insight Express preferred
  • Must be proficient in Excel and PowerPoint
  • Ability to analyze and interpret qualitative and quantitative research with client needs in mind, write clearly, and translate data into insights
  • Team player with the ability to take on different assignments/projects in a timely manner
  • Demonstrated ability to establish and maintain relationships with team
  • Feel comfortable communicating both verbally and in writing to all levels within the organization
52

Analyst Resume Examples & Samples

  • Partner with Ad Sales Management to develop go-to-market strategy (Upfront strategies, TV360 selling, Portfolio selling across verticals, etc). Prepare and manage decks and other materials for meetings and presentations
  • Manage weekly/quarterly KPI’s and and provide visibility into pipeline and key marketplace trends of digital business
  • Liaise with Site Business Development teams on roll-out of new partnerships, including pre-deal analysis and evaluation and post-deal execution
  • Provide yield Analytics (performance, pricing, utilization, mix) to drive smart selling and strategy
  • Conduct client & category analysis on areas for growth (demand side modeling)
  • Provide competitive market analysis and industry insights into ad sales marketplace trends, landscape, and potential growth areas
  • Experience at a media company, agency, sales organization or in finance, pricing, planning groups
  • Experience working in this capacity in the online space
  • Passion for digital media and a strong intellectual curiosity
  • Knowledge of the digital media landscape and advertising
  • Advanced quantitative analytical and modeling skills, including strong knowledge of Excel
  • Excellent written, verbal and interpersonal communication skills; the ability to present results of complex analyses clearly
  • Ability to deal with competing priorities effectively, and work efficiently in a high-paced environment
  • Proactive, eager self-starter with excellent ability to drive change
53

Analyst Resume Examples & Samples

  • In collaboration with the Lead provide testing services for the global testing team including automation implementation, Performance Testing and reporting ensuring delivery is on time and of high quality for specific tools and processes
  • The QA Engineer will develop, maintain and execute automated scripts based on manual test cases; therefore the ability to code using HP Quick Test Pro (QTP v10) and use of Application Lifecycle Management (ALMv11) modules (Management, Test Plan and Test Lab) is a must.Interface and liaise with the global Test, Business and Development teams, effectively communicating testing metrics, progress, schedules and issues impacting delivery
  • Able to establish and/or confirm functional and non-functional requirements and produce high quality stress, load and performance test strategies, plans and associated documents
  • Knowledge of monitoring, profiling and tuning tools eg JMeter(preferably), HP Loadrunner/HP Performance Center(desirable)
  • Minimum of 3 years experience in Software Quality Assurance in a financial services firm, including writing manual tests, test automation development and execution
  • Minimum 2 years experience using QTP and use of all ALM modules with an emphasis on automation test execution and reporting from Test Lab and Traceability coverage metrics
  • Minimum 1 year experience using LoadRunner with an emphasis on Performance automation
  • Testing tool to design and execute load tests against Java applications, Web applications, web services and SQL Server
  • Good exposure to coding in Java & PERL
  • Exposure to functional automation framework implementation and hands on coding
  • Well versed in writing performance test plans with good exposure in performance engineering
  • Awareness of performance standards and to compare the application under test to these standards and thereby determine the bottlenecks and subsequently their root cause
  • Understanding of web protocols including HTTP, HTTPS, TCP/IP, Socket and DNS
  • Strong foundation in various SDLC methodologies - Waterfall, Agile, Unified Process
  • Exposure to scripting languages like Jscript, VBScript, Python would be an added advantage
54

Analyst Resume Examples & Samples

  • Background in Financial Accounting with strong accounting skills preferred
  • 3 years professional experience; including 1 years of project experience
  • Partnership oriented and Team player with ability to communicate with all staff levels within and outside of own area
55

Analyst Resume Examples & Samples

  • Responsibility for performance of various functions within the team as allocated
  • Organize own day to day tasks per functional procedures to ensure all priority tasks are completed to deadline specifically using the appropriate systems/tools
  • Review weekly figures against designated metrics and provide status to Supervisor/Manager on reportable items where required
  • Identify risk issues, escalate where appropriate & provide assistance in resolving
  • Accuracy, attention to detail, good organization skills and high ability to multitask
  • Strong written and spoken communication (English) skills
  • Solid knowledge of Microsoft Office (specifically Excel and Word), and/or other relevant applications
  • 1-3 years of experience in Banking, Capital markets, Broking firms. Experience in Derivatives, middle office functions preferred
  • Relevant product knowledge (on Equity Derivatives) will be an added advantage
56

Analyst Resume Examples & Samples

  • Identify and analyze emerging market trends, develop strategic frameworks and create supporting analyses to prioritize company resources
  • Assist in preparation of detailed strategic analyses and presentation materials for key company initiatives
  • Assist in the development of budgets, forecasts, and long range plans for the E! digital media group
  • Coordinate with key members of the digital media group to compile financial pacing reports for all departmental P&L divisions
  • Analyze, forecast, and communicate performance versus budget to the various P&L departmental teams in order to support strategic planning and decision-making
  • Identify risks and opportunities on a regular basis
  • Track, measure, analyze, and forecast the performance and ROI of syndication, licensing, traffic, and other strategic partners. Develop robust ongoing output reports to inform partner management and decision making
  • Minimum 1 year of experience (professional or internships) at an investment bank, consulting, entertainment, business development, digital, start-up or accounting company ideal
  • Understanding of basic financial modeling and finance principals required
  • Experience within entertainment and/or digital company highly desired
  • Excellent quantitative, analytical, and financial modeling aptitude
  • Firm grasp of Excel
  • Outstanding written and verbal communication skills, including a high level of familiarity and comfort with PowerPoint
  • Strong time management and organizational skills, ability to handle multiple projects simultaneously in a fast paced environment and work proactively in an entrepreneurial setting to complete tasks
  • Superior relationship skills including ability to interface with multiple levels of management and 3rd parties
57

Analyst Resume Examples & Samples

  • Performing analysis on transactions to identify unusual activity, conduct research/ investigation to form recommendations on degree of suspicion on a timely basis. While training will be provided, the successful candidate will be expected to think 'out of the box' and be intuitive on where information can be found
  • Presenting recommendations to senior members of compliance for discussion. Articulating arguments to substantiate recommendations and presenting these arguments well in writing
  • Querying and discussing issues uncovered with the PB business. Educating them on observed risks and convincing the business on the recommended course of action
  • Presenting cases/ issues found at regional and global committees. To be able to argue merits of his/her recommendation to the committee, address questions and ensure all analysis performed is adequately documented
  • To work with compliance officers in other regions and the PB compliance officer in arriving at suitable solutions for cases or issues. Be able to comment intelligently on issues and cases of other regions
  • Providing detailed analysis and resolution for alert hits relating to transactions, including assistance in Suspicious Activity Reports and analysis of client transaction behavior
  • Deal on a timely basis with enquiries from Regulators, Law Enforcement Bodies and internally from the business
  • Assist in the implementation of global policies and procedure relating to investigations in Asia, both with the business and within the Asia AML compliance team
  • Assist in the implementation of AML related projects, including the implementation of new case management system due to be rolled out
  • Support other AML units on an ad-hoc basis
  • Strong Communication Skills. The successful candidate will be required to participate in, speak at and present to a committee comprising of peers/ senior compliance officers from other regions. She/he will also be required to communicate the requirements relevant issue to our businesses
  • Strong analytical ability and logical thinking. Ability to identify issues accurately and offer solutions
  • Strong team player and ability to work under minimal supervision. Have the initiative to find out information to substantiate an opinion. Where required, be able to provide recommendations on compliance monitoring processes
  • As required, be able to work longer hours in and to participate in scheduled conference calls
  • Candidates with investigative experience gained with a Financial Institution, Big 4 Firm or Law enforcement background will be a distinct advantage
  • Occasional travel may be expected
  • Strong writing and speaking ability. Confidence to form an opinion on unusual activity and substantiate with information
  • Knowledge of banking industry. Knowledge of investment banking, securities, Treasury Services / cash management, and corresponding banking businesses will be a plus
  • Knowledge of Anti-Money Laundering (AML) requirements in Asia, including Hong Kong and Singapore. General knowledge of AML requirements globally. Experience in monitoring transactions, market surveillance and financial crime investigations will be a strong advantage
  • Knowledgeable in Microsoft applications - Excel, Word and PowerPoint
58

Analyst Resume Examples & Samples

  • Serve as a resource for Australian information/knowledge for FTS teams
  • Diploma or Degree desirable but not essential
  • At least 2 years investment operations experience in Mutual Funds and/or with Investment Management industry is essential
  • Claritas Investment Certificate desirable but not essential
  • Good customer service, accurate and logical problem solving, and communication and written skills
  • Presentation skills and ability to interact with all levels of users and management
  • Ability to work on multiple deadline orientated tasks in a high energy environment
  • Global Markets knowledge desired
  • Working knowledge of standard systems (i.e. HiPortfolio, OMGEO products)
  • Product knowledge (Australian Equity and Derivatives)
  • Financial services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy Voting)
  • Have prior exposure to international operations management and equipped with a high degree of cultural awareness
59

Analyst Resume Examples & Samples

  • Work with project manager, technical leads, business owners and analysts in all phases of the whole software development lifecycle, including: requirement gathering, application design, system development, testing and implementation
  • Work with other development teams to design and build reusable technologies
  • Understand and support existing systems, including resolving operational issues while working with teams located across the globe
  • Execute and communicate solutions
  • 1-3 years hands on experience with Java
  • 1-3 years database experience (SQL, stored procedures, data modeling, JDBC)
  • Experience working with Swing and designing UI components
  • Experience with object modeling and architecture
  • Strong attention to details and thoroughness
  • Demonstrate ability to be a self-starter and learn quickly
  • Bachelor’s degree – technical or engineering specialty preferred
  • Financial knowledge and interest strongly recommended
60

Analyst Resume Examples & Samples

  • Assist the team in preparation of the firm's reporting requirements to the Bank of England for the UK Bank regulated entities (JPMCB, JPMSplc, JPMEL, JPMIB)
  • Partner with the local Regulatory Project team on new releases and assist the London team with review of trade flows for new business initiatives
  • Chartered Accountant with 1+ years experience preferably with financial services industry
  • Good academics and strong accounting knowledge
  • Strong control mindset. Analytical skills
61

Analyst Resume Examples & Samples

  • This position will require a balance of technical skill and business focus and will eventually expose the individual to gain experience across all business product groups (eg. Cash Securities, Traditional Credit Products, Derivatives) RISK Operations activities (eg. Credit Risk, Regulatory Reporting, Finance, and Liquidity Risk)
  • Responsibilities will cover performing reconciliation between credit products with the General Ledger
  • The Analyst will need to coordinate with our technology partners, business teams in understanding and remediating data quality issues
  • This position requires a sharp focus on the continuous improvements / enhancements and innovations to fix the data quality issues / manual work around
  • This position also requires very good written and spoken communication in order to approach various Risk reporting teams, Operations, technology and Operate teams and to maintain a level of client partnership
  • 4+ years professional experience
  • Experience around credit risk reporting a plus
  • Strong team player and desire to face dynamic and challenging environment· Excellent verbal and written communication skills· Extremely organized and control oriented to handle diverse workload· Strong technical skills around MS Excel and MS Access· Strong Analytical skills
  • Knowledge of the credit risk systems as well as financial applications a plus
62

Analyst Resume Examples & Samples

  • A strong communicator
  • Ability to analyse and review large volumes of technical information
  • Accuracy and completeness are essential to the success of the team and the Edinburgh Operation
63

Analyst Resume Examples & Samples

  • Highly organized individual able to manage multiple assignments at once under tight deadlines
  • Proven quantitative analysis and Excel spreadsheet modeling skills
  • Demonstrated interest in the community development and multifamily housing arena
  • Undergraduate or graduate degree with emphasis in real estate, business and/or economics
64

Analyst Resume Examples & Samples

  • Clear knowledge of Citi and our clients and their investment processes
  • A sound grasp of financial analysis, modeling and valuation techniques
  • Excellent written and presentation skills
  • An established track record of producing research on the stocks requiring coverage
  • An understanding of stock market sentiment and how to harness this in an investment context
  • Strong interpersonal skills and collaborative working style
  • Demonstrates strong relationships with C-level management at companies requiring coverage
65

Analyst Resume Examples & Samples

  • Design, develop, test, rollout, and maintain collateral data and cash flow models for asset-backed securities
  • Work with senior investment banking officers and senior financial quants
  • Develop and maintain proprietary databases, reports and monitors
  • Conduct project due diligence
  • Support and analyze portfolio finance and asset management activities
  • Strong financial modeling skills using Excel, VBA and SQL
  • Understand of financial models, statistical analysis, and simulation
  • Ability to work in a high pressure, dynamic investment banking environment
  • Be a reliable quick thinker who can work under pressure
  • Be a problem solver, and a good trouble shooter
  • Be a team player, and able to interact with team members
  • Be willing to work long hours, including weekend when required
  • Strong interpersonal skills with the ability and desire to work in a fast-paced, entrepreneurial environment and to meet deadlines and complete time-sensitive duties, as assigned
66

Analyst Resume Examples & Samples

  • Data extraction and data manipulation - extracting data for the various projects; would require an understanding of the project objectives and data requirements, working with the databases to meet the data needs for the project
  • Data analysis - undertake the basic analysis to accomplish the project objective; ability to code, test and execute information systems projects
  • Presentation of results - assist the team lead in presenting the results of analysis; would be expected to assist the team lead in designing presentations under guidance to summarize the result of analysis
  • Business knowledge - develop business context and knowledge; proactively seek out best practices and adopt the same in day-to-day functioning
  • Teamwork - work collaboratively with own immediate team; establish trust and confidence with the business partners
  • Communication - work with the team-lead to present project analysis to the business teams effectively
  • Code, test and execute project requests and support ongoing business processes
  • Timely and error-free delivery of business requests
  • Work on one or more projects independently at a time
  • Participate in periodic meetings with manager and business partners to share overall status of work, progress, issues
  • Execute and validate existing SIS processes independently
  • Seek synergies in activities across SIS and implement value-added enhancements to the way work is executed
  • SAS, SQL, UNIX, RDBMS
  • BI tools such as COGNOS, SAS-BI, MS-BI, etc
  • Developed technical skills in the area of work and in use of reporting/data warehousing technologies
  • Highly numerate, as demonstrated by studies in a numerate discipline such as Engineering, Sciences, etc. or a track record of performance that demonstrates this ability
  • Knowledge of information systems development with exposure to databases
  • B. Tech./B.E./MCA in Information Technology/Information Systems/Computer Applications with additional 2 years of experience
  • Exposure to financial services/analytics/database marketing/data quality
67

Analyst Resume Examples & Samples

  • Data extraction and data manipulation - take ownership in extracting data for the various projects; would require an understanding of the project objectives and data requirements, working with the databases to meet the data needs for the project
  • Data analysis - undertake basic analysis to accomplish the project objective; code, test and execute information systems projects
  • Communication - work with the team lead to present project analysis to the business teams effectively
  • Work on multiple projects independently
  • Participate in periodic meetings with manager and business partners to share overall status of work, progress and issues
68

Analyst Resume Examples & Samples

  • Work with Portfolio Managers of a liquid alternative portfolio on strategic portfolio construction and tactical positioning, based on a
  • Contribute in a significant and meaningful manner to any new HFOF strategies for the MMS team
  • Collaborate with GIS colleagues (Asset Allocation and Currency, GIS strategists, Strategic Investment Advisory, Risk Advisory, Management and Investment Analytics, Structured Solutions, etc.), Trading, Operations/Administration, Legal/Compliance, Finance & Control to implement manager selection and portfolio construction decisions effectively and to oversee on-going management of all relevant portfolios
  • Engage in effective and proactive communication regarding managers’and portfolios’ performance, risk characteristics, and drivers of performance, to internal and external clients
  • Be a strong partner to Distribution and Product teams to expand various distribution channels, to deepen penetration within existing channels, and
69

Analyst Resume Examples & Samples

  • 1) Uphold the team’s investment philosophy as a key contributor to the on-going enhancement of the investment process of manager research and portfolio construction
  • 2) Assume direct research responsibility and performance accountability for certain hedge fund and HFOF strategies
  • 3) Work with Portfolio Managers of a liquid alternative portfolio on strategic portfolio construction and tactical positioning, based on a thorough knowledge of underlying managers’ unique characteristics and specific roles within such portfolio,
  • 4) Contribute in a significant and meaningful manner to any new HFOF strategies for the MMS team
  • 5) Collaborate with GIS colleagues (Asset Allocation and Currency, GIS strategists, Strategic Investment Advisory, Risk Advisory, Management and Investment Analytics, Structured Solutions, etc.), Trading, Operations/Administration, Legal/Compliance, Finance & Control to implement manager selection and portfolio construction decisions effectively and to oversee on-going management of all relevant portfolios
  • 6) Engage in effective and proactive communication regarding managers’ and portfolios’ performance, risk characteristics, and drivers of performance, to internal and external clients
  • 7) Be a strong partner to Distribution and Product teams to expand various distribution channels, to deepen penetration within existing channels, and to propose appropriate solutions that leverage the team’s resources and strengths to meet clients’ investment needs
  • 3-5 years of relevant experience either in an analytical or research role within Asset Management or other related industries, with prior experience in hedge fund manager research a strong preference
  • Strong grasp of investment and portfolio construction concepts, including knowledge of what drives economies and markets
  • Quantitative skills, particularly with experience within an investment application, a plus
  • Excellent knowledge in Excel and PowerPoint and knowledge of market data systems
  • Strong attention to detail, very reliable and diligent
  • High level of efficiency with an ability to multi-task
  • Work well under deadline pressure
  • Willingness to learn portfolio management systems
  • CFA preferred; CAIA helpful
70

Analyst Resume Examples & Samples

  • Preparation of the daily Enhanced Mismatch Report (EMR) and weekly FSA submissions
  • Preparation of monthly and quarterly supplementary Liquidity FSA reports
  • Support the delivery of an effective and efficient operating model, working closely with the UK Liquidity and Corporate Treasury teams
  • Supporting the UK Liquidity reporting team by providing timely and detailed analysis on daily and weekly EMR movements across source systems
  • Liaising with Middle Office source system owners and technical support teams to ensure data is fit for reporting
  • Production and analysis of monthly GL vs. EMR validation work for JPMEL, JPMML and JPMS Plc, including interaction with LOB Product Controllers
  • Maintenance and improvement of the current reporting system, including control enhancements
  • Expertise in Microsoft Office - Excel (Pivot table and vlookup), Outlook, Word and Powerpoint
  • Proficiency in Business Objects and other query tools (Microsoft Access) would be an advantage
  • Reconciliation and good accounting skills
  • Knowledge of regulatory reporting would be advantageous but not essential
  • Qualified Accountant (CA)
  • Good understanding of financial products and the associated cash flows (e.g. repo, reverse repo, cash securities)
  • Good understanding of derivatives and margin/collateral management
  • Proven ability to perform adhoc analysis on datasets, draw themes & key issues and communicate findings
71

Analyst Resume Examples & Samples

  • 80% development of strategic systems around the reconciliation, accounting and reporting areas and 20% providing 2nd line of support for technical and/or operational issues encountered Understand and refine business and functional requirements
  • Provide ongoing development maintenance of existing application functionality, working closely with the client support teams to address issues that are escalated for resolution
  • Work with team members in multi-office, multi-country environment
  • Continuous communication of technology decisions, issues and plans to senior team members
  • Deliver high level of client service through responsiveness and accuracy
  • 4-6 years database experience (SQL, stored procedures, data modeling). Sybase experience preferred
  • 4-6 years experience with Open Source tools (Apache, JBoss, Tomcat, Hibernate, Ant, Ivy, Struts, Spring, JUnit, JBPM, etc.)
  • 4-6 years UNIX experience (ksh, bash, shell scripts)
  • 4-6 years Perl design and development experience - perl data structures and references, Object-Oriented Perl, modules, and packages
  • Solid experience with development of interactive web applications (HTML, JavaScript), knowledge of Embperl is a plus
  • Experience working with global project teams spread across several time zones a must
  • Strong teamwork, communication skills and time management abilities a must
  • 4-year degree, CS degree or equivalent experience
  • Superior academic record and leadership qualities
72

Analyst Resume Examples & Samples

  • Manage own workload; determine appropriate priorities and provide timely and accurate distribution of standard and custom reports
  • Understand flow of client and fund information and data between various groups and systems
  • Review the work of peers and Analysts; ensure accuracy and enforce compliance rules as applied to fund performance reporting
  • Support and complete various efficiency and capacity-building intiatives, including automation/ standardization efforts, client research, and representing CR in firm-wide projects
  • May train new reporting specialists in all basic functions of position requirements. Ensure complete knowledge transfer of all operational and compliance procedures
  • 1-2.5 years experience
  • BS/BA in business, finance or related field
  • The ability to perform effectively in an environment of rapid and continual changes
  • Strong PC skills across Word, Excel, Outlook
73

Analyst Resume Examples & Samples

  • Trade processing exceptions
  • Certain trade booking / amendments
  • Third party broker matching and reconciliation
  • Exchange / ECN reconciliation
  • Position (trading account) reconciliation
  • Position break flagging and categorization
  • Settlement fails monitoring
  • P&L break research
  • Reference data maintenance
  • Business process improvement
  • An absolute focus on risk controls. The teams will be responsible for reconciling and accurately representing traders? positions. The tolerance for error or delay is very low to zero
  • Hire and train the best people we can find in the market
  • Ensure timely, accurate, and complete communications between the Mumbai center and trade support groups and other operations/finance/IT/business teams in the various offices
  • Learn Morgan Stanley?s businesses, organization, procedures, controls, systems, and staff management practices, as rapidly and thoroughly as possible
  • Improve business processes to strengthen controls, communications, and improve efficiency
  • Experience with institutional equity trade support or settlements, preferably from a major global institution
  • Product and operational knowledge in global cash equities (primarily), corporate actions, FX, listed derivatives, commodities, bonds, loans, swaps, derivatives, principal investments
  • Risk awareness, willingness and propensity to probe, question, and escalate
  • Excellent communication skills including fluent spoken and written English required
  • High computer literacy required, moderate to high expertise with Excel (including creating macros) desired
74

Analyst Resume Examples & Samples

  • Analysis - Conduct analysis to identify solutions, present findings and help execute changes to business operations that align to DNI’s strategic goals (75%)
  • Client Management / Communication - Develop, manage, and cultivate relationships with key stakeholders to help support planning and execution of strategic goals (15%)
  • Problem Structuring / Strategic Planning - Take an active role in supporting DNI’s strategic and operational priorities by structuring and delivering projects involving C-level executives and key business goals (10%)
  • Perform detailed analysis tasks that include: process mapping/design, data gathering/validation, data modeling/analysis, and all other relevant tasks related to project milestones
  • Help identify relevant links, interdependencies, and synergies within DNI business
  • Support VP/SVP to translate links/interdependencies within DNI business into relevant solutions that support project definition or alignment of strategy within the wider DNI business
  • Identify and prioritize main issues/analysis
  • Support overall problem solving approach
  • Define and/or leverage analytical frameworks for analysis
  • Syndicate analysis and incorporate feedback
  • Communicate finding of analysis
  • Document and present finding and analysis process
  • Establish productive and collaborative relationships with peers in wider DCI business
  • Facilitate flow of information between stakeholders
  • Act as catalyst for effective alignment between groups: help expose needs, interdependency, limitations, constraints, and mitigate potential silo approaches
  • Define, structure and lead Identify, define and structure workstreams within projects to deliver DNI’s strategic priorities
  • Support Project Leaders identify and structure overall projects as well as issues/questions to be solved
75

Analyst Resume Examples & Samples

  • Identifying customer needs, issues and trends as they arise, and be able to identify solutions that are consistent with organizational objectives
  • Bachelor’s degree in business or finance
  • 4-6 years working experience in mid to large organization
  • Understanding budget and financial data
  • Solid knowledge of business desktop applications: (MS Outlook, Word, Visio, PowerPoint & SharePoint)
  • Advanced knowledge of MS Excel (formula, pivot table, chart, graph, formatting, etc.)
  • Solid communication skills in English
  • Experience in financial services industry preferred
  • Strong attention to accuracy and details
  • Able to follow written or verbal instructions and ask clarification questions
  • Able to organize and prioritize tasks to meet committed deadlines
  • Maintain detailed documentation on business decisions and changes impacting budget
  • Able to develop and maintain strong working relationships with colleagues and business partners
  • Curiosity to learn and highly motivated
  • Can think critically
  • Able to maintain confidentially
76

Analyst Resume Examples & Samples

  • Institutional Sales and Trading Group
  • Control Group Restricted List Trade
  • Research
  • Investment Management
  • Employee Trading
  • Anti Money Laundering
  • Ensuring that AML surveillance models migrated from global teams are effectively reviewed while delivering a high quality work product
  • Identifying, communicating and remediating process breakdowns and best practices
  • Creating and delivering reporting on process effectiveness to senior leadership team
  • Maintaining documentation and process manuals while incorporating regulatory and constant process changes
  • Up to 4 years of AML Compliance or Corporate Intelligence, due diligence, and/or Compliance and Legal experience in the financial or professional services industries preferred
  • Bachelor’s degree from an accredited college/university in Business Administration, Finance, Accounting, Economics,
  • CAMS Certification or similar certification such as Certified Fraud Examiner (CFE) preferred
  • Solid understanding of common money laundering schemes as well as AML legal and regulatory environment, specifically the laws, regulations, and guidance promulgated under the BSA and the USA PATRIOT Act
  • Strong interpersonal and verbal communication skills with the ability to apply sound reasoning when delivering services
  • Effective at communicating with various levels of leadership
77

Analyst Resume Examples & Samples

  • Preparation of reports to support investment products and tools
  • Research and analysis of Canadian retirement landscape
  • Development of working models of investment / retirement calculators
  • Creation of management-level tools for resource management
78

Analyst Resume Examples & Samples

  • Be involved on a technically hands-on basis besides leading a team of 3-5 skilled developers on the execution of projects from start to finish while also working with business clients to design and implement specifications to ensure the successful release of a completed product
  • Develop middle tier (Enterprise CRM Service) to cater the data to various service consumers
  • Work in close coordination with project managers, business owners and analysts through the whole SDLC, understanding and refining systems requirements, designing and writing code, clearly documenting the development process
  • Collaborate with various stakeholders to understand cross functional requirements and convert them into reusable service components
  • Work with development teams to create the technical architecture around client technology needs
  • Regular tracking of status and providing technical oversight to team as and when necessary
  • Plan, document and conduct unit testing
  • Perform peer code review
  • Understand existing systems and resolve operations issues while working with other support staff located across the globe
  • Follow and improve coding standards
  • Be involved in mentoring, fostering team work ensuring team members feel valued for their contribution
  • Provide development estimates on projects and tasks
  • B.S. / M.S. degree in Computer Science, Engineering or a related discipline
  • 7+ years of experience with Java/J2EE architecture design and development
  • 5+ years of experience working with application servers, such as JBoss or WebLogic
  • 5+ years of experience in writing complex SQL, stored procedures in MS SQL Server or Sybase
  • Experience managing co-located and remote developers
  • Extensive experience with multi-tier application architecture and design
  • Extensive experience working with messaging (JMS) and SOA technologies
  • Experience working with Spring, Hibernate/JPA
  • Experience working with JUnit, Spring Unit and TestNG
  • Familiarity with build-tools such as ANT, Maven and Hudson
  • Familiarity with source code management tools, such as SVN or CVS
  • Knowledge of software engineering best practices
  • Experience with .NET (C#) or Perl is a plus
  • Ability to work under pressure and take ownership of issues
79

Analyst Resume Examples & Samples

  • 2 - 4 years relevant work experience in the Mutual Fund/Financial Services Industry
  • Prior investment risk, investment performance, investment operations or fund accounting experience is viewed favorably
  • Knowledge of financial instruments and markets
  • Access: Advanced
80

Analyst Resume Examples & Samples

  • Strong analytical and credit skills are a must
  • Strong communication skills, both written and verbal - Chinese as well as English – high level of fluency in both languages is an essential requirement for the role
  • Very strong comfort with MS Excel and ability to navigate through complex financial models
  • Proficiency in Microsoft office suite (Word, powerpoint, Excel, Outlook etc)
  • Ability to take a leading role on due diligence, with a mindset to question and cross check (with third parties or others) information supplied by borrowers
  • Exposure to structured lending transactions (knowledge of derivatives and commodity financing preferred but not a requirement)
  • Ability to work under tight timelines and multi-task
  • Flexible mindset with solution orientation (going beyond identification of risks)
  • Active listener and strong teamwork/partnership approach (both with business partners and others within Credit)
  • Ability to form a credit view and defend that view, while listening to views of others
  • Self motivated individual willing to take initiative
  • Knowledge of JPMorgan credit rating methodology preferred but not a requirement
  • For the Associate role – Familiarity with basic term sheets and loan documentation
  • Education – A Master’s Degree in Business Management / Administration or Finance or Economics or Accounting
81

Analyst Resume Examples & Samples

  • Assist the transformation of the business to achieve the Target Business Model by implementation of the RBWM Target Operating models
  • Regulatory challenges
  • Major ongoing business transformational & system changes in North America
  • Multiple stakeholders and cross functional project support resulting in a significant need for collaboration
  • Maintaining a customer centric focus by providing a holistic view of customer information
  • Multiple stakeholder demands and an ever increasing need for analytical support require ongoing project prioritization
  • Challenging competitive landscape and continued low interest environment
  • HSBC and industry evolution of distribution and channel strategies to lower cost emerging technology
  • HSBC’s focus on Global Standards for the business
  • 0-1 year analytic experience or equivalent, preferred in Customer, Product, Marketing, Channel or Risk analytics
  • Master’s degree preferred / Bachelor’s degree required in business, statistics, economics, finance, information systems or operation research field
  • Excellent quantitative & analytical skills
  • Proven problem solving, planning and project management skills,
  • Ability to analyze data, develop insights and recommend business strategy changes with associated financial benefits
  • Strong interpersonal skills and communication skills, both verbal & written
  • Financial Industry experience preferred and knowledge of products offered in the financial services industry
  • Strong knowledge and experience in SAS is required, plus working knowledge of SQL, UNIX and Mainframe is preferred
  • Knowledge of Geographic Mapping tools would be beneficial for specific analytic projects
  • Strong PC literacy, specifically MS Excel, MS Powerpoint
82

Analyst Resume Examples & Samples

  • Write a daily economic and treasury market update for distribution to clients
  • Update transaction databases and league table spreadsheets
  • Track profit for specific transactions
83

Analyst Resume Examples & Samples

  • To provide client management coverage on the Public sector team
  • To support in deepening client relationships and improving income generation through focused business development activities
  • Ability to lead marketing infinitives and provide support to senior coverage bankers
  • Ability to provide good analytical support where needed
  • Ability to undertake in depth review of industry, competitors, client and products and provide a high quality analysis of credit risk
  • Knowledge of HSBC Group systems and global banking processes a plus
84

Analyst Resume Examples & Samples

  • Coordinating transaction documentation and timing with internal and external counsel
  • Reviewing, editing and commenting on transaction documents, including offering documents, loan agreements, fee letters, underwriting agreements, indentures, comfort letters and legal opinions
  • Analyzing and advising on execution issues, including due diligence, disclosure, timing, risk and legal/regulatory framework
  • Provide support and advise on transaction structuring to the extent required
  • Managing the process for updating medium-term note programs
  • Responsible for document retention
  • Excellent organizational and communication skills required
  • Spanish/Portuguese proficiency a plus
  • Business/Accounting/Financial/Legal background helpful
85

Analyst Resume Examples & Samples

  • Identify marketing opportunities, undertaking appropriate analysis and preparation of proposals, presentations and pitches for new products and services
  • Liaise with members of the client service team, ensuring a co-ordinated approach to enhancing the client relationship
  • Monitor income generation and effectively manage the financial reporting and analysis for the client portfolio
  • Develop and maintain individual client plans
  • Provide general support to the Global Account Owners/Managers/Partners in servicing client relationships and enhancing income generation
  • Prepare briefing notes for the Global Account Owners/Managers/Partners in advance of key client meetings
  • Act as primary point of contact for clients and internal colleagues, and effectively manage the desk, in absence of Global Account Owners/Managers/Partners
  • Where required, to provide high quality industry sector, competitor and client level analysis to support the credit application process
  • Where required, to prepare structured and focused application remarks for clients within the sector, covering renewals, new money and new, new money applications
  • Where required, to undertake added value work on behalf of the sector in relations to various credit returns e.g. LER, Industry caps, PQR etc whilst leaving final responsibility and sign off with the Sector Head or Global Account Owner/Global Account Manager as appropriate
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
  • Ability to provide marketing support to Global Account Owners/Managers/Partners
  • Ability to provide good analytical support to Global Account Owners/Managers/Partners
  • Strong pc skills (excel, powerpoint etc)
  • Ability to research and develop themes for business meetings
  • Knowledge of HSBC Group structures
86

Analyst Resume Examples & Samples

  • Minimum 1-3 years of relevant experience within fixed income, real estate, and/or alternative assets. Buy-side experience preferred
  • Strong quantitative and analytical skills, with the ability to quickly understand and convey quantitative concepts in a concise, efficient manner
  • Advanced proficiencies required in MS Excel, MS Access, and SQL; expertise in VB and in creating macros is a must
  • Organized and extremely detail-oriented, with structured approach to problem solving
  • Results-oriented and resourceful with proven ability to deliver in a timely, efficient manner under tight deadlines
  • Strong interpersonal skills, with the ability to effectively communicate with all levels of management, across all business areas
87

Analyst Resume Examples & Samples

  • Analyze fraudulent account behaviour/transactions to determine root cause of losses and perform analysis on customer account to identify potential fraudulent operations, understanding the various systems across North America Payments and the corresponding information available to ensure the appropriate evidence is obtained and documented
  • College completion
  • 12 month Contract
88

Analyst Resume Examples & Samples

  • Manage any exceptions to the normal order processing workflow in OMS and related systems
  • Work closely with the Omni-Channel Product Manager to develop reporting to monitor current omni-channel initiatives
  • Provide analytical support to omni-channel road map and project initiatives
  • Support omni-channel order flow exceptions as needed
  • Serve as the primary point of contact for our US distribution teams for outbound shipping and customer returns processes
  • Serve as the primary point of contact for Transportation related processes and customer issues
  • Research order address issues, identify root cause, and implement process improvements
  • Assist with OMS and WMS enhancements and perform User Acceptance Testing
  • Develop operational and exception reporting via Business Intelligence tools (e.g. Oracle, Cognos)
  • Assist with researching and correcting inventory imbalances across multiple business systems
  • 2-4+ years of eCommerce, order management, and/or fulfillment experience required. Omni-channel experience a plus
  • Aptitude for learning eCommerce systems such as OMS, WMS, and Business Intelligence (Oracle, Cognos) tools
  • Ability to communicate clearly across teams, lead conversations and influence others
  • Strong ability to dissect andspeak to analytical information
  • Curious approach to problem solving and a willingness to dig into the details
89

Analyst Resume Examples & Samples

  • Identify business growth opportunities based on an in-depth understanding of customer needs, the market place,competitive offerings and future trends of checkout. Translate business opportunities into a product roadmap
  • Continually prioritize and sequence the product backlog according to the business value and ROI
  • Advocate the product vision to key stakeholders within the organization to gain acceptance and support, and clearly define the scope and goal for each delivery sprint to ensure consensus and commitment
  • Negotiate priorities, scope and schedule in order to maximize the value proposition of new features and enhancements
  • Develop clear user stories, product requirements and acceptance criteria by working closely with design and technology partners
  • Actively engage in all phases of the delivery sprint to ensure the team stays on track to meet the overall objectives and goals of the sprint
  • Monitor post-launch evaluation; compare actual results to expected results and provide insight to drive ongoing optimization
  • Experience delivering software products to market using agile scrum methodology
  • Experience analyzing web data using an analytical tool (e.g. Omniture)
  • Strong communication and collaboration skills (written and verbal)
  • Organized with an ability to manage multiple competing priorities
  • Self-motivated with a sense of ownership,a willingness to learn, and a strong desire to succeed
90

Analyst Resume Examples & Samples

  • Comprehend and/or interest in learning mortgage loan data, mortgage servicing/operational elements and create an efficient extraction and delivery process for various transactions of residential mortgage loans
  • Assist in preparation of Mortgage Loan Reports to be presented to Management
  • Use advanced analytical methods and tools to validate data for accuracy
  • Properly document (functional & technical) source to target mappings and process flows
  • Serve or aspire to become an expert for a defined functional area, which includes
  • Bachelor's degree in Computer Science, MIS, Finance, Accounting, Mathematics or related area
  • 1 – 3 years of related experience
  • Strong background in SQL, MS Office (especially MS Excel and Access) required. Strong knowledge or background in Visual Basic Programming, MSP and CAS highly preferred
91

Analyst Resume Examples & Samples

  • Minimum of 2 years of functional testing experience
  • Background in managing testing deliverables
  • Experienced in working with onsite and offshore teams
  • Hands on experience with building and executing test scripts
92

Analyst Resume Examples & Samples

  • Undergraduate degree with outstanding academic qualifications
  • At least 1 year of related experience required in financial services
  • Strong proficiency with the Microsoft Office suite, strong Microsoft Excel skills, VBA knowledge a plus
  • Highly detail oriented, ambitious, team player
  • Well organized but flexible, with the ability to work independently, learn quickly, handle multiple priorities and firm deadlines
  • Ability to learn quickly, multi-task and take on new responsibilities
  • Strong initiative, professional integrity and leadership qualities desired
93

Analyst Resume Examples & Samples

  • Analyze and propose deal structures, draft term sheets and participate in negotiating documents
  • Draft offering memoranda, other marketing materials, pitches and presentations
  • Coordinate logistics for lender meetings
  • Financial statement analysis, financial covenant analysis and financial modeling
  • Interact with potential investors to assist them in their due diligence process
  • Prepare comparable analyses, fee memos, various internal reports and maintain dealfiles
  • Support senior structuring, syndicate and distribution colleagues in interaction with issuer and investor clients
  • Assist incoordinating and launching syndicated transactionsQualifications
94

Analyst Resume Examples & Samples

  • Monitoring of fixing events due and independent calculation of Coupons & Maturities
  • Validation for Structured Notes where CS has been appointed Calculation Agent & Provision of Notification to the paying agent and clearers for the Interest rate fixings
  • Validation of Calculations against FO / BO systems
  • Addressing any queries relating to the rate fixings and client discrepancies
  • Proactive in identifying process improvements and implementing appropriate controls
  • Ensure all processes and functions are documented in the teams procedure guide
95

Analyst Resume Examples & Samples

  • Issuing margin calls to clients/Respond to client margin calls
  • Booking agreed collateral into various systems
  • Investigation and reconciliation of client portfolios aligning MTM’s and mitigating the firm’s risk
  • Agreeing and settling interest on cash collateral and payment processing
  • Relationship management: daily engagement with key external and internal stakeholders, performing the daily margin process and managing client expectations
  • Collaboration: interface with other divisions and departments in implementing standards and processes to support effective management of counterparty exposure
96