Associate, Asset Resume Samples
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Associate, Asset Resume Samples
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NK
N Kohler
Nicola
Kohler
895 Jamal Lodge
New York
NY
+1 (555) 589 4621
895 Jamal Lodge
New York
NY
Phone
p
+1 (555) 589 4621
Experience
Experience
Chicago, IL
Associate, Asset Management
Chicago, IL
Heidenreich, Stanton and Mertz
Chicago, IL
Associate, Asset Management
- Perform project evaluations, project agreement and contract reviews and due diligence to help make recommendations in support of acquisitions, divestitures and/or investments in company developed projects
- Analyze operating reports and financial statements to evaluate performance while working effectively with other teams to maximize cash flow on a portfolio
- Manages own work effectively with limited supervision
- Coordinate the development of Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving on-going financial variance reporting
- Manage multiple work streams for various project pursuits including management of external consultants, including technical, financial, commercial etc
- Work with Asset Manager to create property level operational strategies and analyze major leases, capital projects or other investment factors impacting asset value
- Provides ongoing feedback to Portfolio Management on property performance
Houston, TX
Associate Asset Manager
Houston, TX
Baumbach-Kemmer
Houston, TX
Associate Asset Manager
- Manage multiple monthly and quarterly FHA portfolio processes including CML report, insurance losses, new loan review, trigger scrubs/monitoring, financial statement collections and analysis (multifamily, healthcare and hospitals)
- Provide superior analytical support to managers and senior members of the team on a wide variety of assignments, including communication with agencies and the loan production staff, cash flow modeling, risk analysis, property performance, market analysis, and borrower credit analysis
- Attention to accurate detail, take initiative to continually improve the integrity of portfolio information and meet capital source reporting deadlines
- Special Projects, analytical requests and general support of the FHA permanent team
- Co-ordinating with the borrower on MIS for all the portfolio companies
- ESCROW/ Collection Monitoring
- Analyzing the financial and business performance of project portfolio companies and establish trends
present
Detroit, MI
Associate Asset Servicing Analyst
Detroit, MI
MacGyver-Langosh
present
Detroit, MI
Associate Asset Servicing Analyst
present
- Collaborate with process documentation, gap analysis, MIS, data mapping, and process and workflows improvement efforts
- Provide approval support to management
- Develop effective working relationships with both internal and external parties
- Preparing reports including break/fail management and reconciliation
- Strong focus on Client and risk management,
- Demonstrate risk awareness/management and pro-active in identifying and resolving potential problems before they arise
- Actively engaged in service/process improvement
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Temple University
Bachelor’s Degree in Business
Skills
Skills
- Good attention to detail, with the ability to recognize discrepancies
- A self-teacher, self-motivated and quick learner able to quickly pick up the technical skills necessary for any project and immediately add value to the team
- Strong written and verbal communication skills including presentation skills and development of professional quality printed materials
- Efficiency in Excel, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
- A self-teacher and quick learner able to pick up the technical skills necessary for any project
- Hard working, detail-oriented and committed to producing great end results
- High attention to detail and accountability
- Hard working, detail-oriented, and committed to producing great end results
- Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
- Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of executive management
15 Associate, Asset resume templates
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1
Associate, Asset Management Resume Examples & Samples
- Build and maintain detailed financial models to support investment decisions; these modeling activities include creating complex financial statements, valuation models and LBO analyses
- Monitor market and industry trends
- Research and analyze target industries and proactively identify new investment opportunities
- Perform all aspects of due diligence and underwriting a transaction
- Prepare presentation materials for senior management regarding new and existing investments
- Provide support to various portfolio monitoring initiatives, including the development and maintenance of reporting tools used by senior management
- Assist with ad hoc strategic projects
- Demonstrated ability to prioritize work and manage time
- Understanding of financial statements
- Hard working, detail-oriented and committed to producing great end results
- 4-6 years of experience in investment banking, private equity or other finance-related field
- FIG Investment banking a plus
- Specialty finance experience a plus
- Strong Excel and PowerPoint skills a must
- Experience with SQL, CAS and VBA a plus
- Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
2
Associate, Asset Resume Examples & Samples
- Coordinate the development and drafting of all marketing presentations and offering documents across a variety of groups both internally and outside the firm
- Manage internal credit approval drafting and processes
- Quarterly and annual credit analysis for a portfolio of non-investment grade names over a wide range of industries
- Assist in sourcing, analyzing, pitching and approving restructuring finance opportunities
- Aid in the development of numerous presentations to corporate and financial sponsor clients which describe and help develop various financing and capital structure
- 2-5 years of investment banking related experience
- B.B.A., Finance and/or an M.B.A. are preferred but not required
- Ability to analyze financial models and forecasts
- Proficient in fundamental financial and credit analysis utilizing a full complement of information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports; Demonstrated ability to work within a team concept
- Familiarity with credit documentation and the structuring of non-investment grade loan and bond transactions (strongly preferred)
3
CIO Associate Asset Resume Examples & Samples
- Optimizing and ensuring the safety and soundness of the firm's balance sheet
- Support Investment Committee, Firmwide Risk Committee, CIO/Treasury business reviews, Operating Committee and Board of Directors Risk Policy Committee (DRPC)
- Develop IRR model to "best-in-class" functionality (using Quantitative Risk Management (QRM), a leading Asset & Liability Management software)
- Enhance IRR reporting by a) better illustrating components of interest rate risk (convexity, volatility, floor risk, basis risk, etc) and b) introducing analytics around sensitivity to model assumptions (prepayments, deposit pricing and attrition)
- Partner with LOB Treasury / Finance teams to model and quantify impact of all non-BAU assumption changes
- Bachelor's degree, with 2-4 years of experience in Treasury, Risk Management or a Finance function
- Strong written and verbal communication skills with ability to prepare executive level presentations
- Knowledge of standard financial concepts including present value analysis, financial modeling, and capital markets instruments
- Ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
- Strong technical skills, particularly in Excel, Access, and PowerPoint
- Knowledge of Funds Transfer Pricing, Asset and Liability Management, Interest Rate Risk, and Quantitative Risk Management software (QRM) is a strong plus
4
Associate, Asset Management Resume Examples & Samples
- Maintain cashflow projection models for investment portfolios of RMBS assets
- Present analyses and proposals to senior management
- Understand the investment thesis for each portfolio and play an integral role in the management and performance of the portfolios
- Monitor the market and industry trends
- Execute various ad-hoc analysis as requested by senior management
- 2-4 years at a financial institution, ideally in the mortgage or structured products sector
5
Associate, Asset Protection Resume Examples & Samples
- Monitor and properly operate a Closed Circuit Television system
- Monitor daily operations of the Shipping and Receiving departments
- Responsible for maintaining truck yard security/seal maintenance of all trailers/yard audits
- Responsible for checking in all in/outbound trailers
- Knowledge of current laws that cover retail operation (State and Federal criminal)
- Responsible for knowledge and enforcement of company policies and procedures
- Maintain and write incident reports and record statements
6
Associate Asset Management Resume Examples & Samples
- Prior experience in AML KYC a plus
- Individual must be results driven, have attention to detail, and skilled at diplomatically breaking down barriers and obstacles
- A "can do" attitude is a must with a passion for driving best practices
- Strong ability to identify issues
- Ability to communicate effectively at all levels of the organization
- Demonstrated experience as a key contributing member of a high performing organization
7
Associate Asset Manager Par Q Resume Examples & Samples
- Analyze historical operating trends for various property types, identifying variances and potential areas of risk associated with the operations of the property
- Provide written analysis identifying key trends and issues, noting any corresponding mitigants
- Discuss relevant issues and provide remedies
- Provide superior analytical support to senior members of the team on a wide variety of assignments, including historical trend analysis, cash flow modeling, risk analysis, property valuation, market analysis, and borrower and tenant credit analysis
- Attention to accurate detail, take initiative to continually improve the integrity of portfolio information and meet capital source reporting deadlines
- Research and analyze market data, monitor trends and comparable transactions with portfolio cash flows to determine collateral value and risk
- Bachelors degree required; Finance, Economics, Mathematics, Real Estate preferred
- 1-3 years Real Estate, Investment, Finance, or Accounting experience preferred
8
Associate Asset Mgmt Analyst Resume Examples & Samples
- Execute policy and process in support of ITAM program goals
- Manage and improve the hardware lifecycle management process, from purchasing/receiving to disposal
- Conduct research and data analysis of hardware assets
- Assist in providing key analytical reporting
- Support senior team members in projects and audits
- Serve enterprise customers by responding to hardware asset requests
- Required: Associates or undergraduate degree in Business, Technology, or related major with a background or interest in Information Technology
- 1 to 3 years of experience in an analytical role; experience working with IT hardware highly preferred
- Proficiency in MS Outlook, Word, Access, and PowerPoint
9
Associate, Asset Management Resume Examples & Samples
- Provide support to asset management initiatives of existing investments including but not limited to financial analysis, developing and executing business plans and other ad hoc strategic projects
- Collaborate directly with portfolio company management teams to drive initiatives and deliver against business objectives
- Manage investment capital requirements and debt covenant compliance
- Analyze impact of various operational scenarios on portfolio company capital structures
- Understand key industry trends and investment implications
- Perform all aspects of detailed due diligence and underwriting
- Structure/build detailed financial models to support both investment decisions and asset management activities. These modeling activities include creating financial statements, complex ROI and IRR calculations
- Assist in pricing, negotiation and documentation of M&A and financing related transactions
- Manage various constituencies (lawyers, bankers, consultants, etc.) during due diligence and transaction execution
- Demonstrated ability to influence and lead management teams
- Provide experience developing and delivering strategic initiatives in a company
- Strong financial modeling and quantitative skills (strong Excel a must)
- Knowledge of financial statements, valuations and cash flows
- Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of executive management
- Strong business judgment and decision making
- 3-5 years of work experience
- Experience in a fast-paced management consulting firm, turnaround consulting firm or private equity firm
- Will also consider select candidates with 3-5 years of industry experience followed by a MBA
- Transaction/acquisition experience preferred, but not required
- Proficiency in Word, Excel, Outlook, and PowerPoint (Microsoft Office Suite 2003/2007)
- Efficiency in Excel, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
10
Associate, Asset Management Resume Examples & Samples
- Support Managing Director and Vice President across various financing efforts
- High attention to detail and accountability
- 2-5 years of progressive work experience
- MBS/ABS/CDO market experience preferred
- Proficiency in Excel, Word, Outlook and PowerPoint
11
Associate Asset Servicing Analyst Resume Examples & Samples
- Recent College Graduate
- 2+ Years of business experience required
- 1+ Year of securities industry/ financial services experience
- Previous international experience with LATAM Markets preferred
- Bilingual English and Spanish and or Portuguese
- Proficient PC skills (MS Office Suite, Word, Excel) required
- Access experience is a plus
- Proven successa as a team player
12
Associate Asset Servicing Analyst Resume Examples & Samples
- Bachelor degree preferred
- 1 + years of securities industry/financial services experience
- Proficient PC skills (MS Office Suite, Word, Excel, required, Access a plus
13
Associate Asset Servicing Analyst Resume Examples & Samples
- Ensure adherence to established procedures as well as audit and control policies
- Gain an in-depth understanding of Direct & Global Custody Asset servicing
- Liaise with depositories, Agents, Trustees & Issuers
- Interface with all operational units across Citi where necessary
- Research and Respond to Complex inquiries in an appropriate and timely manner, meeting high quality service standards and escalating where to management when required
- Collaborate with process documentation, gap analysis, MIS, data mapping, and process and workflows improvement efforts
- 2+ years business experience required
- Operational knowledge within Finance industry a distinct advantage
- Proven experience working within a team environment a must
- Experience in other financial products outside of asset service will be considered
- PC proficient
- Excel, Word, Outlook
- Analytical and numerate
- Good lateral thinking & common sense
- Must demonstrate a proven track work record
- Must possess strong interpersonal and communication skills
- Ability to research and resolve complex issues
- Highly productive
- Strong attention to detail & diligence
- Good time management & organisational skills
- Ability to cope under pressure to meet deadlines
- Keen to learn
- Motivated and enthusiastic
14
Associate Asset Servicing Analyst Resume Examples & Samples
- Part of the Equity Investment Operations Team, supporting
- Diploma in Business Studies, Banking & Finance or other relevant qualifications, with a minimum of 1-2 years working experience in investment operations
- Some knowledge of corporate actions, stock trading, in particular, US, Singapore & Hong Kong markets trade executions and settlement
- Good interpersonal and communications skills
- Ability to work independently and a team player
- Proactive, has an eye for details and meticulous
15
Associate Asset Manager Resume Examples & Samples
- Manage multiple monthly and quarterly FHA portfolio processes including CML report, insurance losses, new loan review, trigger scrubs/monitoring, financial statement collections and analysis (multifamily, healthcare and hospitals)
- Provide superior analytical support to managers and senior members of the team on a wide variety of assignments, including communication with agencies and the loan production staff, cash flow modeling, risk analysis, property performance, market analysis, and borrower credit analysis
- Special Projects, analytical requests and general support of the FHA permanent team
- Bachelors degree required preferably in Finance, Economics, Mathematics, Real Estate or related discipline
- Real Estate, Investment, Finance, or Accounting experience (1 3 years preferred)
16
Associate Asset Management Resume Examples & Samples
- End to End Software License Life Cycle Experience
- Analyze client contracts, Purchase agreement (Microsoft Select or EA, Software Assurance, Adobe TLP, etc.), Entitlement Data to identify the Product use rights & Licensing model or metric (Device, User, Processor, Core, PVU, RVU etc) in order to establish areas of risk and Software License Compliance Position for the clients
- Having Experience in License recycling & re-harvesting
- Interact directly with clients and other internal and external sources to obtain relevant data and documents in required forms and consistent with project objectives and deadlines
- Utilize Data analysis tools and techniques like Excel
- Assess data accuracy and reasonableness and follow-up directly with clients appropriately to achieve necessary understanding and to resolve the Licensing anomalies
- ITIL V3 Foundation Certified
- ASM Certified (Preferable)
- 3 to 5 years of experience in Software License/Contract Compliance position management
- Advanced analytical and systematic approach to problem solving
- Superior communications skill
- Intermediate to advanced skills in Microsoft Excel
- Can plan, schedule and monitor own work and that of others where applicable
- Working knowledge of business processes (including Procurement, Inventory analysis, Accounting)
- Strong analytical, research, and organizational skills, issue identification/prioritization/ resolution and report writing skills
- Must be able to adapt to an environment where priorities may shift frequently
- Exceptional client management skills
- Ability to change and optimize SAM activities; enable process improvements
- Succession planning for self and other critical resources in the unit
- Collaborate with other regional SLC leads and standardize approach and processes for SAM across all the regions
17
Associate Asset Management Analyst Resume Examples & Samples
- Conduct physical inventories of IT assets in Visa data centers
- Improve the quality of hardware data in the IT asset repository
- Associates or undergraduate degree in Business, Technology, or related major with a background or interest in Information Technology required
- Detail-oriented, proactive, and highly organized
- Capable of prioritizing work and multi-tasking
- Takes initiative and able to work independently
- Strong written and oral communication skills
18
Associate Asset Mgr Resume Examples & Samples
- Four year degree in a commercial real estate and/or finance oriented area or equivalent work experience in Asset Management or Property Management
- Excellent written and verbal presentation skills required
- Minimum 2 years Real Estate or Low Income Housing Tax Credit experience highly preferred
- Ability to travel occasionally. If individual is located in an AAM office other than Cedar Rapids, IA, periodic travel to Cedar Rapids will be required
19
Associate Asset Based Lending Resume Examples & Samples
- Contribute to Commercial loan portfolio growth and profitability by
- Performing analytic functions, along with other due diligence activities on deals
- Assisting with the execution of transactions (deal write up, analysis activities in Moody’s Financial Analyst and the Borrower Risk Rating model)
- Supporting the Director, New Business in client presentation and negotiations
- Completing risk assessments and developing recommendations as to the appropriate course of action
- Analyzing and processing amendment requests
- Researching credit and bank service requirements of existing and prospective clients
- Building financial models
- Conducting Industry research
- Ensure sound and timely credit analysis conforming to Bank policies and procedures by
- Ensuring credits are properly and accurately investigated, evaluated and documented by utilizing the MFA output in addition to any further investigation or trend analysis from financial statements such as inventory, receivable and payable listings and analysis of other customer / prospect information
- Conducting sensitivity analysis by modelling and projecting financial statements
- Ensuring adherence to the Bank’s Anti-Money Laundering program, Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities per established procedures
- Assist in the documentation and closing of authorized transactions by
- Supports the Senior Associate Director in obtaining documentation required for closing transactions including conditions precedent
- Intermediate credit skills (must be able to write up complex deals, spread financials, assess risk and draw conclusions)
- Intermediate to advanced accounting and financial statement analysis
- Advanced Financial modelling and computer skills including Excel and Powerpoint
- Good communication skills (written and oral as the Associate may attend client meetings as required)
- Interpersonal skills to effectively interface with customers including basic and developing sales skills
- Well organized and ability to multi-task
- Intermediate to advance knowledge of industry & geographical research
- Good knowledge of he Bank’s commercial products and services
20
Senior Associate, Asset Management Resume Examples & Samples
- Evaluate results of each project routinely, develop key indicators, and conduct risk assessment
- Review and confirm authorizations for each project
- 5+ years of experience relating to design, construction, or project management function in the asset management field
- Master’s degree or designation a plus
- Must be highly organized, detail oriented, self-motivated, have a positive work ethic and be comfortable working in a fast paced, demanding environment
21
Associate Asset Manager, Construction Team Resume Examples & Samples
- Monitor and manage construction advances as well as construction conversions, escrow analysis, COs, escrow disbursements and monitoring of monthly progress reports
- Review Covenant compliance
- Monitor Watchlist assets
- Process credit actions
- Provide superior analytical support to managers and senior members of the team on a wide variety of assignments as needed
- Pay attention to accurate detail; take initiative to continually improve the integrity of portfolio information and meet capital source reporting deadlines
- Assist in Special Projects and other analytical requests
- Development of strong credit and construction loan administration skills
- Exposure to various commercial property types (multifamily, healthcare and hospitals) and exposure to various real estate markets throughout the US
- Experience with multiple real estate capital sources and lending programs
- Direct interaction with senior members of PAR, PMCC, senior management, borrowers, investors and agencies
- Development of critical skills required in asset management and origination roles
- Bachelors degree required; preferably in Finance, Economics, Mathematics, Real Estate or related discipline
- Understanding of basic financial modeling and valuation terms, concepts and methodologies
- 1-3 years of Real Estate, Investment, Finance, or Accounting experience
- Commercial mortgage construction experience preferred
- Strong quantitative skills and demonstrated analytical ability
- Computer proficiency with a strong working knowledge of Microsoft Excel
- Strong interpersonal and customer service skills are essential, including the ability to create/build and maintain relationships with internal and external parties
- Strong organizational skills and attention to detail with ability to manage multiple projects simultaneously and prioritize work based on established deadlines
22
Senior Associate, Asset Management Resume Examples & Samples
- Support the delivery of advisory services to clients related to business integration and testing
- Support business development activities at clients, such as identification, proposal development, and other pursuit activities, while working with the appropriate KPMG resources from other service lines and industries
- Guide client development and realization of testing strategy and test cycle planning
- Develop and maintain/manage client relationships
- Develop test governance processes and manage testing
- Seven years of experience in software development, testing, project management, and business analysis
- Bachelor’s degree from an accredited college/university in technical sciences or information systems
- Knowledge of software quality principles: risk based testing, requirements testing, and management
- Experience supporting large testing organizations, selling, delivering, building teams, and managing a practice
- Experience applying process improvement techniques
23
Associate Asset Manager Resume Examples & Samples
- Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed
- Knowledge of and ability to use methods, processes, and tools for creating and maintaining accurate and thorough investment reports
- Knowledge of processes, tools, and techniques used for analyzing market risk; ability to assess and manage investment exposures to market risk
24
Associate, Asset Management Resume Examples & Samples
- 3+ years of energy industry experience in a project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance or other commercial role
- Renewable energy industry experience in solar, wind, geothermal or hydro
- Strong business and financial savvy with the ability to support a high performance organization that will deliver operational excellence and meet or exceed financial targets
- An ability to perform at a high level in a matrixed organization, working in inter-departmental teams to achieve objectives
- Excellent verbal and communication skills
- Willingness to travel, both within the U.S. and internationally
- Demonstrated computer literacy, including internet, Excel, Word, etc
- Bachelor’s in Engineering, Finance, Business, Economics or related field
25
Associate, Asset Management Resume Examples & Samples
- Under direction of the Asset Manager, or individually on select assets
- Drive investment strategy, value creation and outperformance by direct oversight of property operations and leasing
- Measure and monitor asset performance against a variety of benchmarks including; client objectives, pro-forma metrics, budget and market comparables
- Evaluate major leases, capital projects and other factors impacting asset value
- Assess prospective tenants’ businesses and credit worthiness, and recommend leases for execution
- Perform regular property inspections for assets under management; travel required
- Develop, review and implement annual business plans
- Review and approval of client reports in final form
- Provides ongoing feedback to Portfolio Management on property performance
- Perform acquisition due diligence in collaboration with underwriting and legal/closing
- Minimum of 3 to 5 years of hands-on Real Estate experience preferred in one or more of the following disciplines: Property Management, Asset Management, Real Estate Financial Analysis, Acquisitions, Real Estate Appraisal
- Good understanding of the operational and investment fundamentals of Institutional Real Estate
- Excellent verbal, writing and interpersonal communication skills required
- Must have strong quantitative analysis skills
- Must be a highly proficient user of Argus, Excel and Word
- Natural curiosity
- Creative / innovative
26
Associate Asset Servicing Analyst Resume Examples & Samples
- Analytically reconcile internal Citi cash ledgers from Market to client accounting level
- Gain an in-depth understanding of Global Custody Asset servicing and the products that generate said income
- Operational knowledge within Finance industry a distinct advantage particularly on claims for the US or Canadian markets
- Ability to understand how to reconcile cash postings from the market
27
Associate, Asset Management Resume Examples & Samples
- Analyze operating reports and financial statements to evaluate performance while working effectively with other teams to maximize cash flow on a portfolio
- Analyze various data sources, formulating and testing hypotheses, and developing and communicating recommendations
- Collaborate with Accounting and provide insight into Operations monthly financials
- Provide support to Operations Division Managers on various operational metrics and identify actionable items
- Develop thorough understanding of internal & external reporting systems
- Manage and support general department activities
- Bachelor’s degree required; preferably in finance, accounting or economics
- 2+ years related work experience required preferably related to finance, accounting and/or other analytical business function
- Proficient in other Microsoft Office applications such as: Word, PowerPoint, Power BI, Project
- Prioritize workload and meet deadlines
- Self-motivated with strong interpersonal skills and effective collaborative working style
- Must be able to work independently as well as in a team environment
28
Associate Asset Manager Resume Examples & Samples
- Co-ordinating with the borrower on MIS for all the portfolio companies
- ESCROW/ Collection Monitoring
- Analyzing the financial and business performance of project portfolio companies and establish trends
- Organising Project committee meetings with Borrower and MD
- Highlighting the Early Warning Signals to senior management
- Issuance of NoCs
- 3-4 years of experience in Bank/ NBFCs with exposure to multi sectors including Infrastructure finance
- Aptitude to understand and analyze the data
- Conversant with reading Balance sheet as well as financial models
29
Associate, Asset Management Resume Examples & Samples
- Quantitative skills to generate and validate critical concepts and extract insight and conclusions based on data and market intelligence
- A self-teacher, self-motivated and quick learner able to quickly pick up the technical skills necessary for any project and immediately add value to the team
- 4-5 years of experience in investment banking, management consulting, or private equity required
- Transaction and acquisition experience required
- Expertise required in Word, Excel, PowerPoint and Outlook (Microsoft Office Suite)
- Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment; responds well to constructive feedback
- Interpersonal Skills – comfortable operating and communicating within a c-suite and board level setting as well as demonstrating an ability to develop strong relationships with senior executives
30
MYS Ctsm Kl-associate Asset Servicing Analyst Resume Examples & Samples
- Minimum 2 year working experience working in daily operations environment, and preferably with more than 2 years working experience in related/similar field, especially in Securities/Custody, and/or Global Markets processing
- Specific experience in Securities related functions eg Client Services, Corporate Actions, Settlement, Data Maintenance & Billing or Custody Account Opening will be an added advantage
- Flexible to work on Malaysia public holidays, and in non-standard /shift hours where required
- Team oriented and ability to work under pressure
- Ability to achieve business objectives without compromising controls and risk parameters established
- Strong execution skills in a multi-tasking mode and follow-up effectively
- Self-starter with excellent attitude, communication and interpersonal skills
- High level of accuracy & attention to detail
31
Associate Asset Servicing Analyst Resume Examples & Samples
- Gain an in depth understanding of Asset Servicing products for Global and Direct Custody
- Opportunity for college graduate to step into the world of finance at an Operational level
- Opportunity to gain experience working as part of a Dynamic Team
- Development of interpersonal/soft skills through stakeholder management in a matrix organization
- Understanding of the income process for internationally traded securities across a broad spectrum of markets
32
Associate Asset Servicing Analyst Resume Examples & Samples
- Processing Income entitlements for the United States and Canadian markets serviced from Tampa
- Provide Creative solutions to reduce errors and to ensure adherence to audit and control policies
- Provide back-up coverage for other Team members and to assist same during high volume periods
- Participate in activities related to compliance with procedures and controls. Minimize risk to the bank through increased knowledge of procedural requirements
- Design any business required documents that can assist in reducing down the number of manual touch points it takes to process our payments
- Work closely with peers and product to develop solutions that will enable our team to meet the mission statements of the department and create dynamic MIS
- Participate in system testing
- Perform multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity
33
Associate Asset Management Specialist Resume Examples & Samples
- There is no “per diem” with this position
- There is no relocation budgeted for this position. If this position requires you to relocate you will be responsible for those costs
- At this time we are not in the position to offer any type of sponsorships or VISA transfers for this position
34
Associate, Asset Management Resume Examples & Samples
- Assist in the management of an industrial and office portfolio
- Prepare and monitor annual business plans for the assets under management
- Review annual budget proposals and leasing plans of assets
- Implement a long-term asset management strategy, including income and expense forecasting, leasing plan, capital budget, value creation activity and risk-return analysis for assets
- Ensure compliance with client investment management agreements
- Coordinate dispositions of assets as well as any financing of assets
- Approve construction draw requests and report on leasing activity
- Prepare financial analysis/modeling for asset decision-making
- Review appraisals and valuations
- Assess the current and projected performance of properties
- Prepare reports and documents for review by senior management
- 3+ years of real estate experience (including valuation experience)
- Bachelor’s degree in business, finance or real estate, preferred
- Well-organized and deadline driven
- Ability to work efficiently in a fast-paced team environment
- Strong proficiency in Argus Enterprise/Argus, Excel, Word and Power Point
- Ability to travel with frequency
35
Associate Asset Servicing Analyst Resume Examples & Samples
- Ensuring conversions are captured and processed timely and accurately
- Day to day management of risk and reconciliation
- Instructing applicable transactions and/or work flow
- Involvement in the global strategic technology program(s)
- Actively engaged in service/process improvement
- Identifying any risk within the conversion and/or process
- Preparing reports including break/fail management and reconciliation
- Develop effective working relationships with both internal and external parties
- Meet or exceed departmental control and performance standards
- Prepare, analyze, and respond to queries for the business and clients
- Knowledge of Corporate Actions preferred
- Knowledge and experience of other operational areas
- Computer literate and ability to grasp several in house systems quickly
- A good working knowledge Excel, Outlook, MS Office, and experience with web based applications required
- Excellent investigative and analytical abilities to assess a process, recommend improvements, and capitalize on efficiency gains
- Excellent written and verbal communication skills; ability to communicate effectively with internal and external clients
- Demonstrate risk awareness/management and pro-active in identifying and resolving potential problems before they arise
- Demonstrate good attention to detail
- Self-motivated, active approach to problem resolution, strong organizational skills
- Possess the ability to work well under pressure, manage tight deadlines and situations where conflicting priorities arise
- Strong Client focus
- Excellent multi-tasking skills with the ability to work in multiple systems and handle high email and event volume
36
Associate Asset Manager Resume Examples & Samples
- Assist Asset Managers and Director of Asset Management in managing properties to maximize asset value by meeting or exceeding original underwriting assumptions. Grow into a role managing a portfolio of properties
- 2+ years of experience as a property manager or in an asset management function; CPM designation a plus
- Knowledge of financial/property accounting and the ability to analyze financial statements, operating budgets/reports, leases, and related documents
- Highly organized, detail oriented, self-motivated, and able to multitask effectively in an entrepreneurial environment
- Ability to interface professionally with team members, tenants, third party firms, partners and industry leaders
- Proficient in MS Office; working knowledge of Yardi and Argus preferred
- Bachelor’s degree with a major in real estate, finance, business or engineering with good academic performance; MBA a plus
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Associate, Asset Management Resume Examples & Samples
- Work with Asset Manager to create property level operational strategies and analyze major leases, capital projects or other investment factors impacting asset value
- Prepare financial analysis to track historic portfolio and property level results in comparison to industry benchmarks
- Coordinate the development of Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving on-going financial variance reporting
- Communicate with third party property management and leasing personnel as well as insurance and real estate tax consultants and other third party providers as needed
- Review lease submittal packages, evaluate prospective tenant businesses and credit worthiness, and perform other lease related financial analysis as needed
- Collect, analyze and synthesize relevant market reports and other lease or transaction related data
- Help facilitate lender compliance with asset specific requirements such as obtaining approvals for lease agreements or significant capital expenditure projects and coordinating the release of escrow accounts
- Support enforcement of internal audit requirements with third party providers, and further ensure that such firms are conducting business in accordance with property management agreements
- Assist in the review of valuation models (Argus and Excel) and take part in the acquisition and disposition process for select investments as needed
- 2 – 3 years of experience in the commercial and/or multi-family real estate industry (or business related activity) is required
- Property level experience is a plus
- Effective interpersonal, communication (verbal and written) and listening skills
- Strong computer literacy including fluency with Argus, ProCalc, Microsoft Excel and Word, and PowerPoint
- Ability to understand and interpret commercial lease agreements and language as well as present value concepts and financial terminology
- Analytical problem solving skills capable to undertake detailed analyses and make well-reasoned, decisive recommendations
- Demonstrated prioritization, organization and time management skills necessary to balance competing deadlines
- Desire to multi-task in a complex, high-volume environment and competency to work with all levels of management and personnel on critical projects
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Associate Asset Servicing Analyst Resume Examples & Samples
- Actively manage an income events portfolio which includes, identifying, validating and reconciling the income entitlements for multiple products across various platforms and entities
- Manage break resolution in a timely manner, utilizing escalation channels when necessary
- Ensure the client money process is managed on a daily basis where applicable
- Coordinate the settlement of receivable and payable claims, from investigation, to liability decision and business allocation
- Support cross functional projects and initiatives
- Provide approval support to management
- Lead client and business conference calls
- Produce ad hoc reporting
- Act as first level escalation contact
- Basic level experience in a related role (combination of education/experience)
- Base understanding of fixed income and equities products and the flow of various operations functions preferred
- Demonstrated ability to analyze a process, recommend improvements and capitalize on efficiency gains
- Familiarity with FSA Client Money regulations for the protection and segregation of client funds is an advantage
- Ability to reconcile trading positions and understand the trade flows effect on income entitlements
- Prior dividend, coupon or corporate actions experience a plus
- Excellent investigative and analytical skills
- High standard of communication; ability to communicate effectively with internal and external clients
- Be pro-active in identifying and resolving potential problems before they arise
- Strong focus on Client and risk management,
- Excellent multi-tasking skills with the ability to work in multiple systems and handle high email and event volumes
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Associate, Asset Management Resume Examples & Samples
- Manage multiple work streams for various project pursuits including management of external consultants, including technical, financial, commercial etc
- Support various Kiewit teams and management
- Represent Kiewit at industry events, and information sessions
- Review and present technical and financial inputs to / outputs from financial models for bid pursuits
- Support development of Requests for Information (RFI) and Request for Expressions of Interest (RFEOI) responses
- Support development of Request for Qualification (RFQ) and Request for Proposal (RFP) responses
- Support preparation of internal documents including investment approvals (Equity Papers / Investment Committee material), project briefs, etc
- Review, under guidance, detailed financing and legal agreements
- Good attention to detail, with the ability to recognize discrepancies
- Excellent organizational and co-ordination skills with the ability to effectively manage time, priorities and multiple tasks
- Strong written and verbal communication skills including presentation skills and development of professional quality printed materials
- Organize, facilitate and participate in diverse team meetings
- Experience managing external consultants
- Strong work ethic - willing to do what it takes to get the job done
- Extended works hours and extensive travel is often required
- Understanding of general accounting and taxation principles a plus, but not mandatory
- Understanding of project finance theory and understanding of financial modeling a plus, but not mandatory
- Understanding of technical aspects of design-build, operations and maintenance, and lifecycle components of infrastructure projects considered beneficial, but not mandatory
- Experience with P3 projects considered beneficial but not critical if similar skills and experience have been developed from other sectors including real estate, power, oil/gas
- Ability to review and interpret complex legal and financial agreements and summarize key issues (P3 project agreements, purchase & sale agreements, term sheets, lease agreements, etc)
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MYS Ctsm Kl-associate Asset Servicing Analyst Resume Examples & Samples
- Produce high quality and timely deliverables as stipulated in the Service Level Agreement on Securities Custody processing related functions (e.g. Client Service, Income & Corporate Actions payment, Settlement, Account Opening process, Security Coding maintenance, etc.)
- Provide prompt advice to regional branches to ensure smooth operations and service delivery
- Reconciliation of payment confirmation from sub-centers with system records
- Work proactively with the respective operations team to investigate and resolve exceptions or clients’ queries
- Adhere to corporate policies and participate in self assessment, quality reviews and audit
- Ensure smooth day-to-day operations service delivery, and provide guidance and support to junior staff
- Perform routine checks to ensure strict adherence to procedures and controls established within the unit and department
- Participate in new system release and client testing to ensure seamless transition
- Adherence of regulatory and bank policies, ensure compliance at all times
- Identify and resolve business/technical issues together within the business and systems support group
- Participate in process improvement to streamline workflows and procedures writing
- Specific experience in Securities related functions e.g. Client Services, Corporate Actions, Settlement, Data Maintenance & Billing or Custody Account Opening will be an added advantage
