Fund Manager Resume Samples
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Fund Manager Resume Samples
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SB
S Beier
Selmer
Beier
34621 Reynolds Stream
San Francisco
CA
+1 (555) 232 9369
34621 Reynolds Stream
San Francisco
CA
Phone
p
+1 (555) 232 9369
Experience
Experience
Phoenix, AZ
Assistant Fund Manager
Phoenix, AZ
Koelpin Group
Phoenix, AZ
Assistant Fund Manager
- Overseeing the asset management team on identifying and implementing asset management opportunities
- Assisting the Fund Manager in presenting on potential new business propositions
- Overseeing the identification, implementation and successful conclusion (i.e. performance enhancing) of value enhancement opportunities
- Direct (and indirect property) portfolios managed in accordance with the stated investment strategy
- Overseeing the asset management team on the execution of rent review, lease renewal and letting/re-letting activities
- Assist in managing external relationships with Fund Valuer, managing agents, IPD etc
- Providing quarterly / annual client updates
Los Angeles, CA
Annual Fund Manager, Performing Arts Industry
Los Angeles, CA
Strosin and Sons
Los Angeles, CA
Annual Fund Manager, Performing Arts Industry
- Work closely with the Marketing team to develop integrated direct response campaigns and an aggressive fundraising calendar
- Work with integrated Advancement teams and consultants on developing a strong patron-donor pipeline
- Manage database tracking, list generation, segmentation, and record maintenance for donors and prospects
- Perform other duties as assigned
- With the Director of Individual Giving, develop and implement an annual plan to successfully meet and exceed assigned goals
- Produce quantitative fundraising performance reports and analysis
- Develop copy for the website, Playbill, and other publications as requested
present
Dallas, TX
VP of Funds Administration Fund Manager
Dallas, TX
Murazik-Feeney
present
Dallas, TX
VP of Funds Administration Fund Manager
present
- Strong commitment to continuous professional development and improvement
- Strong commitment to continuous professional development and improvement of the team
- Development and execution of metrics and management reporting to escalate key issues and status of initiatives
- Perform ongoing fund risk assessments and lead the update, recertification of oversight policies and procedures
- Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds
- Development of materials to summarize oversight results to Funds' governing forums (e.g., governance committees, Funds' Board of Directors)
- Review and sign off of Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc.
Education
Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
Brigham Young University
Bachelor’s Degree in Accuracy
Skills
Skills
- Able to complete the end-to-end due diligence underwriting of an investment opportunity
- Prioritising tasks to make the best use of available time
- Comfortable challenging and probing managers and joint venture partners to provide clarity and understanding
- Able to negotiate key terms of limited partner or other agreements and documentation (e.g. side letters)
- A deep understanding of relevant financial, valuation and accounting concepts and risk management metrics
- Skilled and experienced in undertaking real estate analysis across property types, investment strategies, regions or sectors
- Expert in tax structures, related issues and the impact on net returns
- A good understanding of the macro-economic, geopolitical and property opportunity risk elements within a region and link them to a strategic and tactical property sector outlook
- Experience in coaching and managing junior staff
- Extensive experience working in real estate asset management, investment banking or similar industries
15 Fund Manager resume templates
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1
VP of Funds Administration Fund Manager Resume Examples & Samples
- Provide leadership and subject matter expertise to ensure the execution of a risk based oversight model for the JPMorgan Funds including
- All aspects of a fund's operations: daily net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution
- In collaboration with Fund Treasury's Risk & Controls Team, implement risk-focused oversight controls for new products or changes to existing products
- Review and sign off of Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc
- Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds
- Development of materials to summarize oversight results to Funds' governing forums (e.g., governance committees, Funds' Board of Directors)
- Perform ongoing oversight of vendors and participation in vendor oversight forums
- Development and execution of metrics and management reporting to escalate key issues and status of initiatives
- Collaborate in cross functional teams to identify and resolve key business issues related to the Funds
- Ensure that the Fund oversight model is well controlled and responsive to the risks present in the business
- Perform ongoing fund risk assessments and lead the update, recertification of oversight policies and procedures
- 7+ years relevant experience, public accounting. Other certifications (e.g., CFA) a plus
- ETF experience preferred
- Subject matter expertise and broad based experience with registered investment companies. Knowledge of various fund structures, their operations, accounting and oversight. Working knowledge of mutual funds taxation; capital markets; and, complex financial instruments
- Demonstrated ability to communicate and work effectively with a variety of internal and external stakeholders
- Strong leadership and team building/management skills with the ability to set clear priorities, delegate and deployment of team resources
- Exceptional consensus building and influence skills, possesses the ability to achieve a common understanding and agreement across groups with differing perspectives
- Excellent verbal and written communication skills - demonstrated track record of successful presentation in senior management forums
- Strong problem solving skills, detail oriented with the ability to understand multiple perspectives, identify and negotiate solutions across the organization
- Ability to get things done in a dynamic and fast paced environment
- Strong commitment to continuous professional development and improvement of the team
- Strong commitment to continuous professional development and improvement
2
Hedge Fund Manager Research Resume Examples & Samples
- Source new ideas, meet with portfolio managers and other investment professionals, document meetings, provide written research opinions and evaluations, and deliver recommendations and analysis to consultants, WFM portfolio managers, and clients
- Production of all collateral and deliverables associated with assigned investment managers, including, but not limited to, manager meeting notes, evaluations, and ad hoc analysis
- Represent the firm to the external investment community in a professional manner during conference calls, in-person meetings, and on-site visits
- Interact with Wilshire Consulting and WFM colleagues in servicing clients’ needs. Participate and contribute in client and prospect meetings as needed
- Lead and execute ad hoc manager research related projects
- Bachelor’s Degree is required
- Strong quantitative and analytical ability required
- 3+ years of hedge fund manager research, institutional or HNW consulting experience in alternative asset classes is preferred
- 5+ years of overall investment industry experience is preferred
- Bachelor’s Degree in business and finance related majors is preferred
- CFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferred
- Experience in a multi-asset class, multi-manager environment is a plus
- Team player and client centric
- Submitting a cover letter and writing sample is encouraged
3
Fund Manager Resume Examples & Samples
- 5 or more years of financial accounting experience in mutual fund accounting or fund administration and reporting required
- Advanced knowledge of investment business, including tax requirements, market practices, regulatory environment, financial instruments and accounting standards, which may vary by jurisdiction
- Advanced knowledge of GAAP and mutual fund industry regulations
- Must have strong oral and written communication skills and interpersonal skills
- Ability to interact with senior management, portfolio managers, and service providers and demonstrate the skills to manage expectations, perceptions, and outcomes
- Ability to provide input and to solve complex GFAR and/or industry challenge
- CPA or CA preferred
- Advanced degree in Accounting or related field preferred
4
Hedge Fund Manager Resume Examples & Samples
- 10 to 15 years of experience in the financial sector
- Excellent written and spoken communication abilities
- Strong analytical, research, and organizational skills
- Proficiency in quantitative analysis
- Ability to comprehend/learn complex subject matter
- Ability to identify/communicate key points
- Highly detail oriented and able to independently manage multiple projects
- Strong computer skills—in particular, Excel
- Bachelor’s degree is required; a graduate degree or CFA/CAIA designation is desirable
5
Senior Internal Auditor for a Large Fund Manager Resume Examples & Samples
- Competitive salary
- Excellent work/life balance
- Planned travel
- Rapid Growth
6
Hedge Fund Manager With Advent Geneva Experience Resume Examples & Samples
- Providing coaching, training and leadership as necessary to the client service team
- Reviewing all work product prepared by accounting staff including monitoring and pricing of P&L, NAV’s and economic allocations
- Contributing to internal project initiatives regarding new product development, testing and implementation
- Coordinating, managing and monitoring the external audit process
- Knowledge of partnership accounting, private equity experience a plus
- Knowledge of US GAAP
- Solid client relationship management skills
7
Annual Fund Manager Resume Examples & Samples
- 3+ years of Advancement experience
- Working knowledge of Development Modules and/or FinalSite
- Microsoft Office/Suite proficient (Word, Excel, PowerPoint)
- Social Media savvy
- Previous experience in an International School setting
8
Hedge Fund Manager Research Associate Resume Examples & Samples
- Conduct strategy specific research on hedge fund managers. Provide ongoing qualitative and quantitative analysis of these managers across multiple implementation options: managed accounts, private funds, and registered funds
- Source new ideas, meet with portfolio managers and other investment professionals, document meetings, provide written research opinions and evaluations, and deliver recommendations and analysis to consultants, portfolio managers, and clients
- Represent the firm to the external investment community in a professional manner during conference calls, in-person meetings, on-site visits and industry conferences
- Interact with Wilshire colleagues in servicing clients’ needs. Participate in and contribute to client and prospect meetings as needed
- Support Wilshire’s quarterly reporting and monitoring process
- Serve as subject matter expert for hedge funds
- Collaborate with other members of the investment team and contribute to investment research and decisions made in client portfolios
- Mentor junior team members
- BA/BS in finance, economics, or business-related studies required with excellent academic credentials
- CFA Charter (or progress towards), CAIA designation, or advanced degree (MBA, MA/MS in Accounting, Finance, Mathematics, or Economics preferred)
- 2-4 years of hedge fund manager research, institutional or HNW consulting experience in alternative asset classes is required
- Ability to communicate complex ideas succinctly and effectively both in print and verbally is critical
- Strong verbal and written communication skills. A writing sample will be requested. A cover letter is encouraged
- Strong quantitative and analytical ability
- Ability to work independently in an entrepreneurial environment
- Energetic individual with an entrepreneurial spirit, strong work ethic, team player, and client centric
- 3-7 years of overall investment industry experience is preferred
- Experience in a multi-asset class, multi-manager environment is preferred
- Familiarity with EVestment Spectrum, PerTrac Analytics, Access, and Visual Basic preferred
- Experience with factor modeling desired
9
Market Development Fund Manager Resume Examples & Samples
- Lead cross-functional teams to define the programs VMware needs to implement
- Create programs that are a competitive advantage for VMware
- Research and position our Channel Partner MDF against our competitors
- Develop the program plan that will support the business requirements
- Develop the financial model(s) that identify the impact of the programs to VMware business globally
- Manage 1-2 direct reports and/or consultants as needed depending on project volume and complexity
- Identify the infrastructure to support the business requirements
- Develop the launch plan and timeline necessary to implement globally
- Develop the metrics and track those metrics back to the business requirements of the program
- Create customer, channel partner, and internal, program documents to clearly identify the benefits, terms and conditions, rules of engagement, and marketing collateral that supports programs globally
- Manage the sales & marketing team and channel partner feedback on the program once launched and effectively implement a roadmap of change that maps to the VMware business requirements
- Drive the requirements of the systems necessary to support the program and the enhancements to the infrastructure that is built to support the channel partner programs
- Drive internal processes and methodologies to evaluate and model the potential impact of new channel partner incentive and customer discounting scenarios and new products
- Consult with product marketing managers, finance, executives, and sales, to help identify, design, and implement the business processes necessary to implement a successful set of channel partner incentive for VMware globally
10
Pension Fund Manager Resume Examples & Samples
- Achieve fixed income returns that meet internal targets over a long-term horizon
- Perform manager selection, from origination to investment committee presentation, and offer independent recommendations of the merits of investment opportunities
- Serve as advisor on portfolio construction with consideration for the implications to asset/liability management
- Analyze current and prospective fixed income investment managers performance, operational and investment risk, process and organization
- Lead internal and external manager meetings and build quality relationships with managers
- Make a strong contribution in a collaborative, team-oriented environment, exhibiting solid communications and interpersonal skills
- Serve as a fixed income market expert
- Provide research and analytical support for special project
- At least 5 years experience in fixed income markets, An in-depth understanding of fixed income benchmarks,
- At least 5 years experience in excel analysis/modeling
- 3 years experience conducting due diligence on asset managers in an institutional setting
- 3 years analyzing and attributing investment manager performance, powerpoint
- Experience using BlackRock Solutions
- Manager management experience
- Masters in Finance or Economics
- In-depth understanding of asset/liability management
- Experience working with an institutional Investment Committee
- At least 5 years developing, maintaining, producing and analyzing investment manager performance, exposure and risk reports
- In-depth understanding of operational due diligence
- At least 5 years in capital markets
- In-depth PowerPoint knowledge
11
Senior Fund Manager Resume Examples & Samples
- Articulate the process and philosophy behind the construction of the Target-Date and
- 1-3 years of overall supervisory/management experience required
- Ability to maintain strict confidentiality and represent RC at highest level. Requires
- Certifications: CFA and/or CAIA, preferred
12
Innovation Fund Manager Resume Examples & Samples
- Manage FHI 360’s Innovation Fund and the RFP process
- Draft and, in collaboration with the Innovations Committee, finalize and maintain the operations guideline and work with the applicants to ensure compliance
- Manage the applications, evaluation, selection and awarding process for Innovation Fund recipients and coordinate the above functions with the selections committee
- Work in partnership with operations staff and other enterprise services staff to arrange fund disbursement and contracts with awardees
- Coordinate with Technical team to arrange technical support for awardees
- Contribute to progress monitoring and impact assessment of awarded projects with the M&E Director and associated colleagues
- Act in supervisory capacity to the grants and contracts officer to ensure innovation awards are issued and reporting is completed according to organization regulations
- Maintain documentation regarding RFPs, the application process, committee meeting minutes, and all performance monitoring records; and
- Perform other related duties and responsibilities as and when assigned
- Bachelor's Degree or an equivalent in Business Administration, Development Studies or related field
- Minimum of 6-10 years experience in project cycle development or grant management position in Non-governmental Organization (NGO) or development sector
- Experience working in a USAID funded programs highly desirable
- Advanced knowledge in financial resources and human resources management, contract, procurement, and general administration areas
- Knowledge of local NGOs working in information technology or health and knowledge of mobile technology, health systems, health and nutrition, WASH, and general administration is highly desirable
- Excellent oral and written communication skills in English and Dari; Pashto fluency is highly desired
- Excellent organizational skills and strong ability to manage and meet multiple tasks, with prior leadership experience preferred
- Willingness to travel to project sites to assess implementation progress
- Qualified female candidates particularly encouraged to apply
- Ability to work effectively, both independently and in a team unit
13
Single Fund Manager Resume Examples & Samples
- Prepare and analyse daily net profit and loss information from the settlement/accounting systems, risk systems, and reports
- Liaise with trading, risk control, operations, finance and control, business development and front and back office groups globally
- Work closely with the trading desk in the daily valuation of their book for certain trading strategies
- Assist in the review of the NAV’s monthly and preparation of weekly NAV estimates
- Prepare monthly client reporting for the various funds related to performance and portfolio transparency
- Assist in regulatory reporting management process as well as prepare required regulatory reporting for the various funds
14
Grants Fund Manager Resume Examples & Samples
- Have at least ten years of experience in international development
- Must have held Fund Manager role on at least two previous international donor projects
- (DFID experience and knowledge of the Theory of Change is an advantage)
- Disaster / emergency recovery experience a significant advantage
- Master’s degree in a finance discipline (or a BSc degree with relevant experience)
- Field experience required implementing projects in at least two countries. Previous Nepal based roles preferred
- Provide support to decision-making, capacity building and learning
- Possess excellent report writing skills
- Fluent in English, additional languages are beneficial
15
Wash Grants Fund Manager Team Leader Resume Examples & Samples
- The Fund Manager will provide direct capacity development and support in all DPOPHRH (Provincial Directorate of Public Works, housing and hydric resources ) provinces where contracts are being awarded and tenders issued
- Monitoring performance of existing works and liaising with government, donor and all relevant stakeholders
- Review procurement plans, processes and activities at central and provincial levels
- Evaluate financing requirements and ensure guarantees and supporting documentation are in place
- Conduct field visits to verify works activities are satisfactory
- Master’s degree in international development, finance or governance, (or BSc and relevant programme experience)
- Minimum Ten years expertise in leading teams on donor-funded international development projects (DFID experience is an advantage)
- Demonstrated understanding of the challenges of WASH investment and fund management programmes, with budgetary management, forecasting and financial controls
- Evidence of effective use and management of procurement policy, planning, and procedures
- Ability to deliver Value-for-Money programmes
- Proven ability to build and maintain effective working relationships
- Ability to work effectively under pressure and to manage competing priorities
- Proven Team management skills, capacity to coach and support learning in others
- Fluency in written and spoken English is essential
16
Hedge Fund Manager Research, Senior Analyst Resume Examples & Samples
- An undergraduate degree from a top-tier educational institution is highly preferred. A graduate degree or CFA designation would be highly beneficial
- Five plus years of experience in the financial sector and at least three years in the analysis of hedge funds or traditional equity and fixed income funds. Experience on the buy-side working in investment management as an analyst or portfolio manager is useful
- Strong quantitative and modeling skills and experience are required. A demonstrated ability to interpret statistics such as returns (measured over different time periods and market conditions), risk measurements and correlations is essential
- Ability to conduct and lead meetings with portfolio managers. Demonstrated sound qualitative judgments on managers. Ability to assess investment process, team, risk controls, and other fund particulars (such as liquidity, vehicle structure, fees, and domicile) combined with the capability to evaluate whether they are being executed properly
- Knowledge of most asset classes and the performance of different investment strategies in diverse environments
- Ability to dig deeply into portfolios and understand the sources of return and the elements of risk
- A passionate interest in investments or finance and strong analytical, research, and organizational skills are required
- A network of contacts helpful in conducting research, such as relationships in the hedge fund community, or with prime brokers or sales and trading professionals is helpful
- Superior attention to detail and the ability to independently manage multiple projects in an accurate and timely manner is essential
- Must have a 7 and 66 or achieve the licenses within 120 days
17
Fund Manager Assistant Resume Examples & Samples
- Management and updating of bespoke Investment models
- Calculate and implement trades on behalf of the Emerging Market portfolios using a proprietary in-house system and Charles River
- Be responsible for restriction monitoring ensuring all trades conform to client mandates and in-house rules
- Liaise daily with Fund Managers and appraise them of portfolio positions
- Monitor the impact of, and manage, cash flows, asset allocations and fund transitions and implementation of FX spot trades including maintaining and monitoring of daily cash balances
- Resolve pricing and accounting issues
- Monitoring of client’s Investment requirements
- Monitoring portfolios for corporate actions, fund distributions and asset expiry
- Liaise with a number of in-house departments and third parties with respect to monitoring client portfolios, monitoring trades and general maintenance of client portfolios
- Understand market and client idiosyncrasies prevalent in the region
- Responsible for supply of portfolio, index, risk & performance data on a daily and weekly occurrence and other ad-hoc requests to Fund Mangers
- Manage co-ordinated trades for IPOs and Market Placements
18
Assistant Fund Manager, Long Income Resume Examples & Samples
- Relevant experience in an asset management role, ideally in the Real Estate specialism
- Knowledge of the property investment market
- Experienced in successfully negotiating rent reviews, lease renewals, lettings and re-lettings
- A track record of identifying and delivering value enhancement opportunities
- Familiarity with dealing with external agents and consultants
- Accuracy and attention to detail throughout, especially in producing written reports
- Results driven and able to work on multiple tasks with challenging deadlines
- A great collaborator and team player
19
Assistant Fund Manager Resume Examples & Samples
- Excellent appraisal and analytical skills
- Detailed knowledge of the regulatory framework relating to the Fund
- Effective management skills (as relevant to managing the day-to-day Property Managers and valuers)
- Knowledge of investment acquisition and disposal processes
- Good presentation skills and experience in preparing written reports
- Strong property investment acquisition and sale experience
- Experience in an asset management role within an institution or other property company environment
- Experience and successful track record in the negotiation of rent reviews, lease renewals, lettings and re-lettings although the primary focus is procurement
- Experience of managing external agents and consultants
20
Fund Manager Resume Examples & Samples
- Undertaking the complete range of analysis – macro-economic to property level - for investments that match client objectives, including
- Degree, or able to demonstrate a suitable depth of intellectual and analytical rigour and maturity
- CFA or a commitment to complete
- IMC or equivalent; or recognised historical knowledge, experience and/or qualification
- Extensive experience working in real estate asset management, investment banking or similar industries
- Able to complete the end-to-end due diligence underwriting of an investment opportunity
- Experience in coaching and managing junior staff
- Skilled and experienced in undertaking real estate analysis across property types, investment strategies, regions or sectors
- Able to negotiate key terms of limited partner or other agreements and documentation (e.g. side letters)
- A deep understanding of relevant financial, valuation and accounting concepts and risk management metrics
- Expert in tax structures, related issues and the impact on net returns
- Able to quickly digest quarterly reports, identify key themes and issues and summarise as required for AI reports
- A good understanding of the macro-economic, geopolitical and property opportunity risk elements within a region and link them to a strategic and tactical property sector outlook
- Comfortable challenging and probing managers and joint venture partners to provide clarity and understanding
- Prioritising tasks to make the best use of available time
- A confident presenter as well as having clear and concise written and oral communication skills
21
Junior Fund Manager Resume Examples & Samples
- Assist the fund manager with investment implementation and related administration
- Provide product and investment information to our internal clients (sales and marketing teams) via written materials, conference calls, presentations, and internal meetings
- To analyse incoming research material and identify items of greatest value to the fund managers
- Contribute to portfolio management process through insights / arguments for risk positioning and generation of investable themes
- Work with a team of credit analysts (global) to get ideas from a security selection
- Assist in the collation of material and output of regular client and ad hoc client and business reports
- Provide additional support to other fund managers
- To produce / maintain appropriate spreadsheets to support the investment process
- Relevant experience e.g. as a Trainee Fund Manager/Analyst
- Keen personal interest in fixed income markets especially in credit and derivatives
- Knowledge of fund management and the investment process
- Some understanding of portfolio risk management
- Knowledge of relevant markets
- High literacy and numeracy skills
- High level of self-motivation
- Excellent IT skills (Microsoft Office)
- Educated to Degree level
- May have attained CFA/IMC qualifications or be in the process of studying for CFA/IMC exams
- Skills / Other Personal Attributes Required
- Excellent research skills to be developed further
- Work with minimal supervision
- High degree of initiative
22
Fund Manager Olympia Resume Examples & Samples
- Knowledge of state budgeting process, policies, procedures, and fiscal management principles
- Ability to research issues, define a problem, develop and assess alternatives, and make recommendations
- Ability to translate knowledge of agency's mission, strategic direction, Governor's priorities, principles of accountability and measurement, and priorities-based budgeting into day-to-day operational plans
- Ability to translate budget and performance information into clear, plain English for managers and policy-makers
- Knowledge of grant management reporting and compliance requirements
- Ability to develop and maintain effective relationships with partners across the agency, with the Office of Financial Management, the legislature, and other parties
- A Bachelor's Degree from an accredited college or university with a major in accounting, business administration, public administration or related field of study; OR equivalent combination of education and experience
- Organizational Relationships – Collaborates with partners and stakeholders to improve agency performance
- Customer Service Orientation – Consistently demonstrates to customers an interest in them and in solving their problems
- Leadership – Coaches, inspires, and motivates team members and others to accomplish agency mission
- Strategic, Financial, and Project Planning – Aligns activities and resources with the mission and strategy of the organization
- Consulting Skills – Employs expertise, credibility, and effective partnering to help the Budget and Performance staff identify, evaluate, and resolve complex or sensitive issues or problems
- Ethics and Integrity – Earns the trust, respect and confidence of co-workers and customers through consistent honesty and forthrightness
- Facilitation – Coordinates and leads small groups, creating a cooperative and productive environment in which to resolve problems or develop and implements plans
- Judgment – Displays balanced thinking that combines analysis, wisdom, experience, and perspective. Produces decisions that withstand "the test of time."
- Stress Tolerance – Effectively handles highly stressful or adverse situations, making good decisions, working calmly and accurately, prioritizing activities, and helping to calm others
- Letter of interest describing how you meet the requirements of the position
- List of professional references
23
Junior Fund Manager Resume Examples & Samples
- Contribute to portfolio management process through insights/arguments for risk positioning and generation of investable themes
- May/May not have attained competence in previous role
- Demonstrbale relevant experience e.g as a Trainee Fund Manager/Analyst
- High level of self motivation
- Excellent IT skills (Microsft Office)
24
Hedge Fund Manager Resume Examples & Samples
- Team with other professionals to identify new marketplace opportunities and grow the tax practice
- Bachelor’s degree from an accredited college/university; licensed CPA or J.D./LL.M
- Proficiency in the taxation of regulated investment companies and partnerships
- Excellent verbal and written communication skills with the ability to articulate complex financial information
25
Associate Fund Manager Resume Examples & Samples
- Preparing and attending various fund management meetings
- Support of Fixed income portfolio managers and analysts in maintenance of spread sheets and preparation of investment reports
- Support of portfolio managers in preparation of data
- Ad hoc research and analytical projects
- Liaising with the other internal teams like economists, product management and IT
- After some training being part of the idea generation process
- Masters (or equivalent) in Economics, Finance or Sciences would be preferable
- A passion for investing and markets
- Sound understanding of Fixed Income investments
- Strong Communicator
- Diligent
- Able to work well under pressure
- Game theory or psychology
26
Assistant Fund Manager, Multi Assets Resume Examples & Samples
- Knowledge of markets, fixed-income investments along with awareness of the relevant regulatory compliance requirements
- Ability to use and analyse data and then make investment sound decisions
- Great quantitative, analytical and modelling skills
- A growing track record of strong, risk adjusted investment performance
- Knowledge of relevant software used for investment analysis
- Understanding – where relevant - of derivative products and their uses in fund strategy and risk management
- Great team player and collaborator
- Regulatory threshold competent and approved
- Degree, or able to demonstrate a suitable depth of intellectual rigour and maturity
- CFA, or a commitment to complete
- IMC or equivalent; or recognized historical knowledge, experience
27
Cdc-syndication Assistant Fund Manager Resume Examples & Samples
- Bachelor's degree in finance or accounting, and
- Eight or more years of experience in financial analysis activities
- Proficiency and comfort using Microsoft Excel for financial analysis,
- Prior experience with the LIHTC, NMTC, or RETC tax credit programs,
- Solid understanding of time value of money concepts,
- Excellent time-management skills,
- Understanding of corporate tax returns,
- Understanding of corporate financial statements,
- Understanding of basic accounting and/or bookkeeping,
- Understanding of partnership tax concepts and/or partnership law and partnership legal documents,
- Self-starter able to work in environment with minimal direction
28
Cdc-syndication Fund Manager Resume Examples & Samples
- Bachelor's degree in finance or accounting, or equivalent work experience
- Four or more years of experience in financial services and/or real estate activities
- Three or more years of CDC experience, or comparable work experience
- MBA, CPA, JD, or CFA candidate,
- Two or more years of prior relationship management experience in a finance related field,
29
Fund Manager Resume Examples & Samples
- Must be willing to work overtime when required. Confidentiality is a condition of employment due to the access to sensitive materials found in proposal budget
- ANNUAL Hiring Salary Range: $43,138 - $50,634/year
- Knowledge of financial accounting/bookkeeping principles, generally accepted accounting principles, budget planning and analysis, forecasting and projections, purchasing, inventory, and all related functions for post-award administration
- Ability to review accounts in relation to shifting income/expenditure, audit spending trends and historical expenditures, analyze statements for balance of funds, provide projections, audit for appropriateness of expenses against agency regulations, and make sound recommendations for budget adjustments
- Ability to review review, decipher, and examine governmental and contractual language in detail and assess carefully terms and conditions that govern the award
- Strong, demonstrated ability to independently perform a variety of accurate financial calculations using basic arithmentic functions including addition, subtraction, multiplication, division, percentages, ratios, etc
- Excellent interpersonal communication skills for effective written and oral communication to correspond with all levels of administration using correct rules of grammar, punctuation, and proper formats
- Ability to interpret government regulations and contractual arrangements, ie, Federal Demonstration Projects, Expanded Authority, and federal flow-throughs
- Demonstrated ability to analyze financial data, spending patterns and prepare budgets including ability to comunicate budget concerns to appropriate person
- Demonstrated experience working in a centralized, production-oriented atmosphere, with the ability to set priorities and to meet multiple established deadlines; strong concentration skills and attention to detail; excellent time-management skills; ability to handle a diversity of responsibilities and problems simultaneously
- Demonstrated knowledge of computer systems and software packages with emphasis on spreadsheet programs, word processing, and database management in a Macintosh or Windows-based environment
- Knowledge of standard and computerized filing systems. Ability to maintain and cross-reference complex filing systems for rapid/easy retrieval by self and others
30
Fund Manager Resume Examples & Samples
- This position is open until filled
- In-depth knowledge of federal and non-federal agency requirements and regulations for sponsored research from proposal preparation through close out, including but not limited to Cost Accounting Standards (CAS), A-21, A-110, A-133, Federal Demonstration Partnership (FDP), etc
- Demonstrated experience in principles and practices of fund accounting, cost analysis, and audit procedures
- Proven experience in contract and grant proposal formats, preparation, submission and administration as well as federal, state and private granting agency regulations
- Knowledge of university policies and procedures relating to contracts and grants, and accounting. Ability to analyze and interpret application of policies and procedures to any given situation
- Ability to analyze and prepare budgets, to identify spending patterns, and to project future expenditures based on computer data
- Demonstrated experience using computer software such as Excel, Word, and university computer applications
- Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions, and make recommendations
- Skill in projecting salary, benefits, and indirect costs with knowledge of payroll and personnel regulations impacting such costs
- Ability to understand and interpret, without guidance or supervision, complex general policy guidelines making independent decisions and initiating action
- Ability to interpret and apply University policies and procedures regarding purchasing, returned goods, travel, disbursements, inventory, audits, and contracts and grants administration
- Proven ability to collaborate and communicate effectively and diplomatically at all organizational levels, both verbally and in writing. Ability to work effectively with a diverse population including the business community, academicians, staff and students
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Fund Manager Resume Examples & Samples
- Demonstrated experience in principles and practices of fund accounting, cost analysis and audit procedures
- Demonstrated experience in analyzing and interpreting data to produce complex financial reports. Excellent skills in data management and conversion for report generation
- Demonstrated ability to understand and interpret, without guidance or supervision, complex general policy guidelines, making independent decisions and initiating action
- Demonstrated ability to collaborate and communicate effectively and diplomatically at all organizational levels, both verbally and in writing. Ability to work effectively with a diverse population, including the business community, academicians, staff and students
- Skill in projecting salary, benefit and indirect costs, with knowledge of payroll and personnel regulations impacting such costs
- Experience using computer spreadsheets and database applications for report generation. Demonstrated experience using computer software such as Excel, Microsoft Word, Access, and e-mail
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Junior Fund Manager Resume Examples & Samples
- Prepare all necessary internal documents required by OCGA such as: EPASS, eDGE, Statement of Economic Interest forms (700 forms), IRB/ARC, Pi exception letters (if required)
- Receive on the job training from Senior Ad. Analyst. Participate in workgroups from various campus offices. Attend financial forums and required training courses, departmental meetings, performance improvement workgroups, and/or as assigned by the supervisor
- Review all intra/extramural funds to prevent overdrafts and ensure compliance with University and /or agency fiscal requirements
- Under the instruction of the Sr. Admin Analyst, assist with the initiation of a contract and grant fund close out
- Assist Senior Admin Analyst in the preparation and development of contract and grant budgets
- Take corrective actions discrepancies found on the general ledger
- Monitor payments from agencies and follow up with EFM and agencies to ensure timely payment to the University
- Apply UC accounting and business practices to provide guidance and direction in financial, contract, grant and administrative issues
- With supervision from the Sr. Ad Analyst, coordinate with academic personnel manager, PIs, and CFO of the assigned faculty Effort Reporting System as mandated by federal contracts and grants to identify all cost sharing, PI effort, and personnel time spent on a federal research project
- Maintain invoice/payment tracking system for Clinical Research accounts
- Initiate interactive relationship between Departmental Administrative office and all campus wide offices such as OCGA, EFM, CTAO, General Accounting, Purchasing, and Gift Policy Admin. And other public and private funding agencies
- Maintain financial records for current and expired contracts, grants and clinical research accounts as required by University guidelines
- Process LVOs, Purchase Order requisitions, publications service/copy center requests, storehouse requisitions, TSR, FSR, Recharge Order Request, Travel, Reimbursements and other University Requisition Forms as well as take corrective action to resolve discrepancies
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Senior Fund Manager Resume Examples & Samples
- Department of Anesthesia/Emergency Medicine
- Department of Radiation Oncology
- Department of Surgery
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Junior Fund Manager Resume Examples & Samples
- Assist PI with the preparation of requested documents for grant award acceptance or as instructed by supervisor. (JIT- updates other Support, collection of ARC or IRB approvals etc.)
- Establish communication between CTAO and Office of Compliance Services for issues related to clinical research billing and coverage analysis. (As assigned by the Supervisor)
- Initiate financial recommendation to Senior Analyst for trial compensation
- Assist with CTAO coverage analysis
- Assist with the preparation of budget and various parts of the contract depending on the research trial and protocol
- Prepare invoice and send to sponsor (clinical research)
- Attend trainings as assigned by supervisor
- Process and work directly with Graduate Division to process remission fees and/or stipends for graduate students
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Fund Manager Resume Examples & Samples
- Demonstrated knowledge and experience of broad based financial and human resources policies and procedures in an academic environment
- Strong analytical and critical thinking skills to identify problems and develop innovative solutions while utilizing strong negotiating skills
- Excellent interpersonal, as well as written and verbal communication skills (using grammatically correct written English and accurate typing) to interact with a variety of personalities at all levels of the organization, exercising tact, mature judgment, and flexibility to promote positive working relationships and job effectiveness. Skill at negotiating with various personalities and developing internal and external network of contacts
- Demonstrated ability to work under pressure to meet tight deadlines and adapt to changing priorities. Strong decision-making skills to effectively respond to unexpected events and crises
- Demonstrated skills using Word, Excel, Power Point, or similar programs; email systems; extensive website and on-line skills. Demonstrated knowledge and experience using a variety of computer systems, software and database management. Ability to utilize statistical methodologies in order to analyze complex and diverse computer generated data to aid in strategic planning and dissemination of information
- Demonstrated ability to act on initiative and exercise independent judgment in executing a wide variety of functions and maintaining absolute reliability in handling confidential and sensitive matters
- Proven ability to develop, analyze and carry out program and project objectives and work with others in achieving organizational goals. Ability to research, analyze and organize information to produce concise reports using various resources. Demonstrated experience developing and writing reports that summarize methods, describe findings, analyze results, and provide recommendations
- Graduation from college with a major in business administration, economics, statistics, educational administration, political science, or an allied field, and demonstrated experience in administrative analysis or operations research; or an equivalent combination of education and experience
- Experience working with contract and grant proposals. Prefer experience preparing budgets for proposals
- Working knowledge of UC policies and procedures in the areas of financial management, human resources and facilities/space. Knowledge of the Health Sciences Compensation Plan and the campus 9-month salary structure
- Knowledge and experience using UC systems (IFIS, PPS, FinancialLink, FacilitiesLink, QueryLink, etc.)
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Annual Fund Manager Resume Examples & Samples
- Manage the Gift Processing staff, and provide oversight for gift processing and acknowledgement
- Ensure that all gifts are recorded accurately and donors receive timely acknowledgements
- Develop and manage donor retention strategies and grow the donor retention program
- Bachelor’s degree and minimum of five years Annual Fund/fundraising experience are required
- Experience managing full-time, fund raising support staff
- Ability to craft creative, mission-driven copy that motivates donors to give
- Must perform in a rapidly changing environment and be able to adapt quickly to change tactics as necessary to improve revenue results
- Must possess strong project management and exceptional interpersonal skills
- Detail oriented and able to complete complex projects accurately with minimal supervision
- Excellent computer skills with proficiency in Raiser’s Edge or other fundraising software system, Excel and Word
- Knowledge of current nonprofit fundraising best practices highly desired
- Ability to establish and maintain productive relationships across the board are critical in this role
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VP, Fund Manager Resume Examples & Samples
- Responsible for establishing and ensuring the on-going management of corporate structures and associated fund operations across Asia, in respect of the assets held through Singapore. This will include liaison with Brookfield corporate departments: Compliance, Funds, Finance, Human Resources, Legal, Tax, Treasury and external advisers
- Liaise with all Brookfield platforms operating, or intending to operate, in Asia jurisdictions
- Work proactively with teams to understand deals in the pipelines, their status, next steps as well as all corporate actions/events connected with the on-going management of assets acquired or to be acquired through Singapore. Ability to drive the required support from the Singapore team in order to meet the deadlines associated with these deals and asset management activities
- Work closely with India to establish and manage sufficient deal lead times. Understand and ensure red flag issues, in these complex cross border transactions, are highlighted well in advance and addressed pro-actively
- Provide the required asset management and ongoing oversight of assets across Asia (through Singapore) and ensure the required documentary support thereof
- Structure third party investments in Brookfield products
- Provide transactional support by assisting with informational and due diligence needs
- Appointment as a Director on boards of all Brookfield Asia entities (as required)
- Hold relevant licences (where possible) to operate within each Asia jurisdiction
- Maintain a regular presence in the Asia jurisdictions, as required
- Act as a Representative on local management committees
- Degree in law, accounting, finance, tax or other relevant tertiary qualification with an exemplary academic record
- Minimum of ten to fifteen years experience in Fund Management with a focus on cross border transactions / structures
- Background in accounting, legal, tax and / or finance
- Experience in foreign jurisdictions and cross border investments
- Exposure to Asia would be highly desirable
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Annual Fund Manager Supporting Families With Childhood Cancer Resume Examples & Samples
- Strong managerial, leadership and supervisory skills necessary
- Demonstrated organizational and communication skills as well as ability to work with and motivate other development professionals and volunteers
- Excellent skill and understanding of computer and constituent software required
- Five years+ of fundraising experience desired
- Ability to work cooperatively to achieve common goals; support cooperation, collaboration and the sharing of information while providing the best quality product available and continuously upgrade standards to maintain quality, in all areas of responsibility
- Ability to provide direction and motivation to others through communication, modeling appropriate behavior, optimism, and high achievement
- Understanding of database management, gift processing, and donor relations
- Openness to new ideas and their implementation
- Ability to react and adapt to changing situations appropriately
- Ability to listen carefully to and understand donor’s needs, both internally and externally, and proactively respond to those needs in a consistent and timely manner
- Demonstrated analytical and fundraising skills with the ability to recognize opportunities, identify critical, high pay-off activities, and prioritize them to attain goals
- Ability and interest in managing, developing, motivating, and mentoring staff
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Associate VP-fund Manager Resume Examples & Samples
- Minimum – 9 years of experience in an accounting, financial, or other relevant capacity, including legal compliance of alternative asset industry experience; supervisory experience essential
- Accounting or Finance degree, required
- CPA / CFA beneficial
- Tax, Partnership Accounting or Valuation experience beneficial
- Willingness / ability to travel occasionally
- Willing to take the lead on tasks
- Strong interpersonal skills; ability to gain trust and respect of investment professionals and other stakeholders
- Excellent communication skills - both written and oral
- Demonstrated ability to work effectively as part of a team
- Experience in a transaction-driven environment with multiple priorities, urgent deadlines and availability required outside of normal business hours
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Annual Fund Manager, Performing Arts Industry Resume Examples & Samples
- With the Director of Individual Giving, develop and implement an annual plan to successfully meet and exceed assigned goals
- Use metrics-driven strategies rooted in segmentation and best practices to maximize ROI of direct response appeals
- Work closely with the Marketing team to develop integrated direct response campaigns and an aggressive fundraising calendar
- Write and direct the deployment of broad-based direct mail and email appeals for all constituencies, ensuring accuracy and timeliness
- Manage database tracking, list generation, segmentation, and record maintenance for donors and prospects
- Produce quantitative fundraising performance reports and analysis
- Collaborate with the Director of Individual Giving to strategically design and execute benefits structure for donors giving up to $2,499
- Solicit and steward donors giving up to $2,499 annually
- Manage donor loyalty programs, including the On Pointe Society, Super Subscribers, and monthly sustainers
- Develop copy for the website, Playbill, and other publications as requested
- Send timely, accurate, and gracious gift acknowledgment letters
- Work with integrated Advancement teams and consultants on developing a strong patron-donor pipeline
- Bachelor’s Degree or equivalent work experience
- Minimum of three years development or marketing experience
- Ability to work collaboratively, strategically, and communicate effectively with colleagues
- Results-oriented and committed to meeting benchmarks and goals
- Must be passionate about advancing Boston Ballet, its programs, and dance as an art form
- Ability to take direction and be a team player, while also working independently and strategically with colleagues and external constituents
- Excellent data management skills and strong attention to detail necessary
- Ability to work evenings and weekends staffing Company performances and special events
- Ability to successfully manage multiple projects simultaneously
