Investment Analyst Resume Samples
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Investment Analyst Resume Samples
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JL
J Lakin
Jamar
Lakin
653 Gwen Curve
Dallas
TX
+1 (555) 310 2332
653 Gwen Curve
Dallas
TX
Phone
p
+1 (555) 310 2332
Experience
Experience
Detroit, MI
Investment Analyst
Detroit, MI
Block Group
Detroit, MI
Investment Analyst
- Assist in producing client meeting materials and presentations on the economy, investment portfolio performance and individual investment manager performance
- Assist Portfolio Managers with cash management through creation of reports and updates on cash management initiatives
- Assist with the coordination and management of internal and external service providers (technology, accounting, legal, risk, compliance)
- Using established procedures and working under immediate supervision, performs or leads assigned tasks or projects
- Develop and improve frameworks for analyzing investments and macro scenarios
- Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )
- Performs preliminary and advanced work for the selection of potential investment managers
Los Angeles, CA
Alternative Investment Analyst
Los Angeles, CA
Schultz, Wuckert and Morar
Los Angeles, CA
Alternative Investment Analyst
- Research & develop functionality to support and improve complex asset types
- Work on ad-hoc assignments benefitting departmental initiatives
- Proficiency working with Microsoft Office, including advanced Excel
- Identify and implement solutions for process improvement
- Work with minimal direction and be very flexible to coordinate complex activities that are often subject to rapid or extensive changes
- Reconcile firm accounts
- Prepare month end reports for accounting
present
New York, NY
Senior Investment Analyst
New York, NY
Morissette, Reichert and Wiza
present
New York, NY
Senior Investment Analyst
present
- Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization
- Assist in developing and running various models in connection with management of the commercial mortgage loan portfolio and current valuation of loans
- Provide recommendations to senior management on how Fidelity’s processes and performance, relative to competitors, relates to specific client programs
- Conduct Q&As with FMR portfolio managers on a regular basis regarding fund performance, positioning and management philosophy
- Develop recommendations and presentations to real estate senior management on investment acquisition, development and disposition opportunities
- Work closely with product managers, senior client portfolio managers and research analysts to identify potential opportunities and threats to existing products
- Develops and maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Columbia University
Bachelor’s Degree in Finance
Skills
Skills
- Highly detail-oriented with the ability to leverage available resources to work efficiently
- Highly motivated, highly energetic, intelligent self-starter with the ability to work independently and as a member of the research team with minimal direction
- Strong IT skills with good working knowledge of Microsoft Office, including Excel
- Excellent communication and analytical skills with strong attention to detail
- Good attention to detail and analytical skills together with ability to work through tasks in a logical manner
- Adaptability and flexibility, able to respond quickly to changing demands, processes and updated information
- Strong project and relationship management skills; ability to multitask while maintaining attention to detail
- Possess strong IT skills. (in particular a strong working knowledge of Microsoft Excel, Word and PowerPoint)
- Good communication, facilitation and organizational skills. Strong attention to detail
- Ability to communicate clearly and interact effectively and professionally with a diverse group of individuals
15 Investment Analyst resume templates
Read our complete resume writing guides
1
Private Equity Investment Analyst Resume Examples & Samples
- Perform quantitative and qualitative due diligence and financial analysis on prospective investments or monitor current investments
- Develop detailed financial models
- Prepare transaction documents and write investment recommendations
- Bachelor’s degree in Finance, Economics or Accounting
- MBA and CFA are preferred
- 5-10 years of proven track record in investing and exiting private equity deals, or managing investment banking transactions
- Strong communication skills in both written and spoken English required
- Proficient in Portuguese and Spanish languages
- Drive and willingness to succeed in a diverse and matrix work environment
- Proficiency in MS Excel spreadsheet analysis and MS Word
2
Investment Analyst Resume Examples & Samples
- Assist in group effortsof investment manager search,due-diligence and selection
- Reviewing investment manager strategy, style and performance qualitatively and quantitatively
- Analyzing and evaluating investment markets, investment strategies and their impact on client portfolios
- Collaborate on projects with other analysts on ad hoc research projects
- Responding to request for proposals
- Developing investment policy statements
- Assist in developing capital market assumptions
- Performing asset allocation studies – including asset/liability studies
- Building / maintaining quantitative models
- Researching other related investment areas
- Writing due diligence reports and preparing client presentations
- Interacting with investment managers and clients as well as other analysts and consultants
- Contribute to group projects through assisting other analysts
- Additional responsibilities and tasks as necessary
- Experience with investment software – Morningstar Direct, Bloomberg, Thomson Reuters
- Ability to complete large amounts of work in short time frames
- Self-motivated with an eagerness to learn
- Ability to contribute in a team-based environment
- Have the desire,drive and creativity to find solutions
- Demonstrates excellent attention to detail
- Strong understanding of statistical concepts and portfolio construction
- Proven ability to work with Excel and Powerpoint
- BA/BS degree in Finance,Business, Economics or related discipline
- At least three years of experience in an investments related field
- Progress towards CFA designation and/or graduate degree in Businessor Finance are preferred
3
Investment Analyst Resume Examples & Samples
- Make specific investment recommendations for the Event Driven team that outperform over time
- Attend industry conferences
- Bachelor’s degree required. Finance major a plus
- 7 years of experience as an Equity or Credit Analyst, ideally in Event Driven strategies focused on Merger Arbitrage and Special Situations
- Proven track record in the industry as an Event Driven Investment Analyst
- Thorough knowledge of Event Driven strategies, including Merger Arbitrage and Special Situations, is required
- Ability to synthesize and communicate large amounts of information in succinct manner
4
Investment Analyst, Director Resume Examples & Samples
- Conduct company research – including financial analysis, due diligence on industry trends, company management and strategies
- Make specific investment recommendations for the Event Driven team that outperform over time. Build and update financial and valuation models
- Synthesize and assess financial, industry data
- Conduct primary research through industry sources
- Draft reports/notes on relevant investment themes, events, and breaking news
- Communicate with investment professionals throughout the Firm
- 12 years of experience as an Equity or Credit Analyst, ideally in Event Driven strategies focused on Merger Arbitrage and Special Situations
- MBA/CFA preferred
- Proficiency with Microsoft Excel and some modeling experience
5
Investment Analyst Resume Examples & Samples
- Primary responsibility for financial modeling and underwriting with a focus on real estate analysis and due diligence
- Support in initial deal screening with thoughtful and thorough analysis of proposed investment opportunities, including initial financial underwriting, investment structuring and market analysis
- Finalize proposed investment terms and prepare items required for initial processing of investment opportunities through Investment Committee
- Throughout the life cycle of each transaction, the Investment Analyst will be responsible for timely and accurate reporting through our pipeline/inventory management systems
- Primary responsibility for preparation of investment-specific terms for Investment Committee, including but not limited to the overall structure of the transaction and the associated risks/mitigants
- Support the Letter of Intent (“LOI”) process
- Primary responsibility for engagement and completion of the financial and tax technical reviews and sign offs
- Partner with Risk Management staff to perform detailed analysis on all underwriting elements of a transaction, including but not limited to, the following
6
Trust Investment Analyst Resume Examples & Samples
- Communicate effectively with HNW and UHNW clients and their Financial Advisors (FA) or Investment Representative (IR) regarding their trust, agency or custodial accounts
- Interpret and implement legal terms of trust instruments, court orders and other trust related legal agreements
- Communicate effectively with attorneys, accountants and other professionals in assisting clients
- Review each relationship at least annually to ensure compliance with trust terms, proper fee allocation, proper documentation, etc. (Compliance/Legal requirement)
- Complete and/or review IRG forms in preparation for Regulation 9 investment reviews as well as monitor investments in conjunction with the Investment Group
- Monitor and report excess and overdrawn cash and correct as needed
- Draft and present discretionary distribution memos to Management Review Committee as required
- Review trust documents to determine income/principal distribution
- Act as liaison between client, FA/IR and the Personal Trust Investment Group, Trust Operations, Special Assets and Tax
- Oversee and execute client bill payment, tax payments and any other disbursements for the benefit of beneficiaries or the trust
- Undergraduate degree or commiserate experience required
- Graduate degree and/or law degree preferred
- Certifications such as CFP, CTFA, CFA preferred
- At least ten years’ experience as a personal Trust Officer
- Advanced knowledge of trusts including all charitable vehicles such as unitrusts, annuity trusts, lead trusts, private foundations, estate planning, and trust taxation
- Knowledge of trust investment portfolio strategies
- Demonstrated analytical, decision-making and effective problem resolution skills
7
Alternative Investment Analyst Resume Examples & Samples
- Process Client Subscriptions into funds
- Process Client Redemptions out of funds
- Process capital calls from client accounts to the Funds
- Update client statements for position valuations received from the fund
- Process Financial Advisor Compensation & fees
- Position transfers into/out of firm as well as across accounts
- Apply distribution monies received from the funds to the client accounts
- Reconcile firm accounts
- Reconcile all client positions & valuations
- Reconcile Financial Advisor Compensation
- Reconcile client distribution and redemption proceeds
- Prepare month end reports for accounting
- Prepare Key-Risk- Indicator metrics
- 3-5 years of experience in the financial services industry
- Proficient in the Microsoft suite of products (Excel, PowerPoint, Word, Access)
- Excellent attention to detail and follow-up
8
Investment Analyst Resume Examples & Samples
- The Investment Analyst’s primary responsibility is to generate returns for clients. They are responsible for company and industry analyses as well as the initiation of investments following from such analyses
- Company analyses include an assessment of a company’s operations and strategic positioning as well as an evaluation of its long-term intrinsic value. This work requires information gathering from a number of sources including company material, trade groups, outside consultants and contacts with company management, customers, suppliers, and competitors
- Industry analyses include studying industries in depth by identifying and evaluating key factors that drive long-term industry evolution and value creation
9
Investment Analyst Resume Examples & Samples
- Conduct research and analysis
- Assist with trade execution across asset classes
- Create investment proposals and investment performance reviews for clients and prospects
- Genuine interest in financial markets, investments and macro-level economic trends
10
Investment Analyst Resume Examples & Samples
- Update and maintain proprietary financial models
- Support Portfolio Managers in Fund/SMA management role
- Listen/read quarterly conference calls and other relevant company presentations
- Update and maintain proprietary company models
- Produce initial company write-ups and financial models for new offerings or coverage expansions
- Identify trends in energy and power value chain
- Gather, maintain and present on specific aspects of energy value chain during weekly meeting
- Participate in marketing meetings, including IPO roadshows, diligence meetings and existing client calls
- Knowledge of financial analysis, valuation, and advanced financial modeling
- Strong written, oral, and interpersonal communication skills
- Multi-tasking and prioritization of duties
11
Investment Analyst E&p Specialist Resume Examples & Samples
- Monitor energy value chain fundamentals
- Prepare weekly, monthly and quarterly reports on portfolios and energy value chain
- Acquire in-depth understanding of companies on personal coverage list as well as those of other team members
- Conduct one-on-one meetings with senior management at conferences and IPO roadshows
- Suggest potential investment ideas to Portfolio Team
- Build and update slides associated with Quarterly Market Update
- Assist with and potentially lead development and materials for existing and prospective Tortoise funds/SMAs
- Lead weekly Portfolio Team Roundtable Discussion
- Maintain Portfolio Team calendars, subscription services and Tortoise Indices
- Lead special projects as needed
- Deep understanding of energy industry dynamics
- Proactive problem solving, strong analytical skills, critical thinking abilities
- Ability to work independently and in a team environment
- Bachelor’s degree in finance, accounting, economics or other investment related field
- CFA Charterholder or MBA
- 5+ years of investment management, finance, or energy related experience
- 3+ years of E&P experience
12
Investment Analyst Resume Examples & Samples
- Solid understanding of the HOLT model across all sectors
- Experience with Axioma Risk Optimization Tool a plus
- Prior knowledge of SQL a plus
- Progress towards an MBA or CFA a plus
13
Class of Summer Intern Guggenheim Investments Junior Investment Analyst Intern Corporate Credit Resume Examples & Samples
- Dedicated work ethic
- Should be team orientated
- Interest in investing
- Should be a current junior undergraduate student
14
GAM Investment Analyst Resume Examples & Samples
- Extensive experience in writing market commentaries and articles
- Possess in-depth knowledge on Macroeconomics , industries, accounting and valuation
- A good team player with high degree of responsibility and integrity
- Able to work under pressure with tight deadlines and schedules in a dynamic and challenging environment
- Good command of Chinese and English
- Relevant China securities association certificates required
- Bachelor Degree and above
15
Junior Investment Analyst Energy Resume Examples & Samples
- Strong interest in investing
- Proficient in Microsoft Excel, financial analysis, valuation and advanced financial modeling
- Ability to comprehend complex financial concepts
- Ability to grasp bigger picture from many details
- Highly motivated, resourceful and proactive
- Ability to work in a dynamic, collaborative, team-oriented environment
- Bachelor’s degree in Economics, Finance or Accounting
- Demonstrated track record of educational/career achievement
- Individuals working towards CFA designation preferred
16
Investment Analyst, Index Resume Examples & Samples
- Distributes data to internal partners and prospective clients
- Bachelors of Science degree in a Business or Computer Science related field required
- Progress towards an advance degree or investment certifications preferred
- SAS/SQL programming experience a plus
17
Investment Analyst Chief Investment Office Resume Examples & Samples
- Develop frameworks for straight through content and timely segment customized content
- Work with the Merrill Edge team to develop value proposition and curation of content
- Partner with a wide variety of constituents to produce and execute investment commentary. This individual will need to partner to determine what IMG offers and how it may be best delivered through the channels (online, call center based, client facing) as well as incorporated into marketing activities
- Champion the Edge client base needs within the IMG organization and create and adapt content that will differentiate Merrill Edge in the marketplace
- Coordinate with investment product managers to increase awareness of IMG research and materials and how it may impact the fundamental usage of financial products distributed to Edge customers
- Understand the Edge customer segmentation and identify the opportunities to differentiate our research recommendations from competing broker/dealers
- Work with internal product specialist sales force and product marketing to improve overall advisor knowledge and improve client experience
- Some travel required.Qualifications Required Skills & Abilities
- Bachelor’s degree in business or economics. MBA or CFA is a plus
- [5-7] years related experience in financial services with a strong track record of business success and performance
- Knowledge of financial markets and investment strategy and macro economics
- Able to design guidance solutions for Mass Affluent customers. Willing to play both strategy/planning and detailed execution role
- Proven ability to engage and influence senior executives, establish and maintain collaborative partnerships and provide thought leadership to strategic decisions
- Superb relationship management and communication skills that include excellent listening and consultative capabilities
- Strong customer centric focus
- Series 7 and 66 license preferred but firm can sponsor
18
Private Wealth Investment Analyst Resume Examples & Samples
- Develop and service UHNW client segments and the next generations and beneficiaries
- Develop, profile, and qualify new prospective clients through UHNW client acquisition strategies
- Implement GBWM process utilizing current tools and technologies for clients and prospects
19
Real Estate Investment Analyst Tax Credit Funds Resume Examples & Samples
- Creates, maintains, and updates checklist of outstanding due diligence items. Ensures all documentation received is captured by the Document Management System and the internal database is updated
- Reviews third party market studies and appraisals for accuracy, considers the information included within the reports, determines reasonableness and support for conclusions reached in the reports, and communicates decisions with supporting documentation
- Prepares market analysis through research of local market conditions, identification and research of comparable properties, and review of data from site visit. Prepares competitive supply comparisons and concludes appropriate rents for prospective properties by conducting field research and reviewing third party data
- Reviews operating budget for reasonableness and completeness and compares to portfolio averages, other comparable properties, third party estimates and information from national reporting sources. Contacts tax assessors, insurance agents, and utility providers to independently confirm expense estimates
- Analyzes background of development team and reviews performance of development team's portfolio. Identifies and researches weaknesses in development team background. Analyzes financial capacity of sponsors through review of financial statements and tax returns
- Prepares an Investment Package which summarizes all data points and findings. Presents findings to internal investment committee. Responds to queries from prospective investors regarding the proposed investment
- Company's working structure, policies, mission, and strategies
- Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC)
- Fundamental concepts, principles and practices of the real estate industry
- Principles of banking and finance industry operations
- Communicating effectively both orally and in writing
- Real estate investment risk analysis
- Real estate financial projections and reporting
- Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets
- With limited guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results
- With some guidance/supervision, identify required tasks, develop timelines and execute
- Analyze data, identify issues, draw logical conclusions and interpret results for use in decision making
- Gather data from multiple sources, review, and accurately input data into various spreadsheets or database
- Proactively demonstrate readiness and ability to initiate action
- Project a positive, professional image both internally and with external business contacts
- Assume full responsibility and accountability for own actions
- Bachelor's Degree (B.A.) in business, finance, accounting or related field and some real estate experience
20
Investment Analyst Global Financials Resume Examples & Samples
- The Investment Analyst’s primary responsibility is to generate returns for clients. They are responsible for company and industry analysis as well as the presentation of these investment ideas to the portfolio managers
- Company analysis includes an assessment of a company’s operations and strategic positioning as well as an evaluation of its long-term intrinsic value. This work requires information gathering from a number of sources including company material, trade groups, outside consultants and contacts with company management, customers, suppliers, and competitors
- Industry analysis includes studying industries in depth by identifying and evaluating key factors that drive long-term industry evolution and value creation
- The work requires significant individual initiative, organizational skills, and creativity. It is expected that the Investment Analyst will be the expert in their research subject area
21
Investment Analyst Resume Examples & Samples
- Bachelors degree in finance or a related field
- MBA or MBA/JD degree
- Minimum 10 years of experience
- CFA or CAIA desirable
- Advanced skills in MS Suite
22
Investment Analyst Resume Examples & Samples
- Bachelors in Finance or other related fields
- 6 months to 2 years Asset Management or Wealth Management Client Services/Operations
- Excel is a must
23
Business Development & Investment Analyst Resume Examples & Samples
- As part of the Investment Team, assisting in managing and monitoring GMG's Assets which would involve
- Essential
- Exceptional analytical and quantitative skills
- Modelling experience and basic knowledge of company valuation - DCF, LBO, etc. would be an advantage
- Proficiency with Microsoft Excel and Microsoft PowerPoint
- Basic knowledge of macros and sensitivity analysis would be an advantage
- Strong presentational skills and ability to perform research and work on projects independently
- Multi-tasking and experience of working on several projects simultaneously
- Ability to work in teams across different functional areas especially in collaboration with Finance, Tax and Accounting
- Core Competencies
- Strategic flair
- Commitment to operational excellence
- High emotional intelligence and maturity
- High personal integrity/commitment to diversity
24
Credit Investment Analyst to Associate Resume Examples & Samples
- Provide Investment Analysis Corporate Credit and Securitization products
- Monitoring of Investment portfolio of the bank
- Minimum 2 year working experience in Commercial Bank of Investment Bank based in Japan
- Credit / Securitization product experience
- Credit Investment experience at Global Investment Bank based in Japan
25
Senior / Intermediate Investment Analyst Resume Examples & Samples
- Provide quantitative and qualitative analytical support to the Investment Management department’s manager oversight responsibility, including
- Assist with monitoring of existing manager performance
- Participate in strategic analysis of new investment concepts and market developments to be used potentially in new product development
- Assist in the 15c contract renewal process for all sub-advisors
- Assist with miscellaneous sub-advisor/investment projects as assigned, working with members of the fund accounting, operations, and legal departments
- Along with SVP/CIO of Investment Management and other members of the investment team, represent the investment management department at Board meetings and
- Build relationships with our sub-advisors to enhance fund monitoring and provide additional leadership within the investment management function
- As needed, participate and contribute to committees within Transamerica Asset Management (TAM), including the Administrative Valuation Committee, which has the responsibility to determine the net asset value for the funds, the Trade Oversight Committee, the Investment Committee, the Product Development Committee, the Investment Risk Committee and other committees as assigned
- Senior Investment Analyst requires generally 5 years relevant work experience (preferrably with investment manager research) and CFA designation
- Intermediate Investment Analyst requires a minimum 2 years relevant work experience (preferrably with investment manager research) and CFA designation either currently held or in the process of completing the 3rd level
- Effective interpersonal communications skills
- Knowledge of securities and mutual fund industry
- MBA or related Master’s degree (Economics, Finance, Accounting, etc.)
- Familiarity with investment databases, including Morningstar, FactSet, and eVestment
26
Lead Investment Analyst Resume Examples & Samples
- Produce timely and accurate analytical reports, on an as-needed basis
- Assist with new manager searches and screening
- Provide insight and ideas regarding potential new products
- Participate in competitive analysis and assist in producing reports for senior management and business units
- Investment Committee meeting as needed. Ask questions of our sub-advisors to assist in the Board's review of investment managers
- Will travel to visit new and current investment managers at various locations
- Bachelor’s Degree in investment or finance-related field (i.e. Economics, Finance, Accounting, etc.)
- Senior Investment Analyst requires generally 5 years relevant work experience (preferably with investment manager research) and CFA designation
- Intermediate Investment Analyst requires a minimum 2 years relevant work experience (preferably with investment manager research) and CFA designation either currently held or in the process of completing the 3rd level
- Ability to write clearly and concisely in a variety of business-related formats
- Highly ethical and professional demeanor
- 2-3 years of Investment manager research experience preferred
27
Intermediate Investment Analyst Resume Examples & Samples
- Bachelor Degree, preferably in finance, mathematics, or related field
- Advanced degree and/or appropriate professional certifications (i.e. CFA, FRM) is strongly encouraged
- Significant knowledge of derivatives products, investment processes, valuation models, and databases/trading systems
- Highly developed quantitative, analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
- Self-motivated, proactive, and works well under pressure
- Knowledge of or experience with Murex, Aladdin, or similar systems strongly preferred
- Minimum 4 year degree with 0-2 years of experience
- Strong financial acumen and passion for learning the derivatives industry
- Existing exposure to derivatives in a confirmation, settlements, collateral, or accounting function will receive strong consideration
- This position will have a heavy focus on listed derivatives trade support and various reporting functions
- Minimum 4 year degree with 2-4 years of experience
- Existing experience with OTC derivatives in a trade support function strongly preferred but experience in confirmations, settlements, collateral, or accounting with a strong aptitude for trade support will be considered
- This position will focus on both listed & OTC trade support along with involvement in project implementation
- Aptitude for understanding valuation of derivatives a must
28
Co Op Business Investment Analyst Resume Examples & Samples
- Conduct business/data (e.g. sales results and trends) analysis
- Run forecasting models to provide management with insight to the firm’s financial results
- Research assignments (e.g. competitive landscape)
- Assist with various presentations and communication materials
- Project tracking
- Sales support
- Support the development of new business growth strategies
- Strong MS Excel (experience with Macros an asset), PowerPoint and Project
- Leadership and team player roles
- Investment knowledge
- Business background is preferred
- Adobe experience
- Strong Computer Knowledge
29
Investment Analyst Resume Examples & Samples
- Analyze and underwrite investment decisions for leasing, financing, buy/sell scenarios including preparation of cash flow models, sensitivity tables, property valuations, and joint venture structuring on properties ranging from ground up developments to stabilized operating assets
- Participate in the property budget and strategic plan process
- Coordinate property appraisal process and review quarterly appraisals for accuracy
- Provide on-going and quarterly portfolio level reports (insurance, rollover, tenant surveys)
- Analyze economic, legal, political and market conditions within assigned areas
- Support the transaction due diligence and closing processes
- Work closely with internal and external stakeholders: leasing/ sales brokers, property managers, portfolio analysts, joint venture partners, property appraisers, and operations/ accounting teams to support the asset management operation
- Bachelors degree required; Finance, Real Estate or Accounting strongly preferred
- The ideal candidate would have at least one to two years of work experience in a related field
- Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types
- Understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow
- Strong written communication skills required
- Knowledge of Argus is a plus
- Strong organizational skills and attention to detail with ability to manage multiple projects simultaneously
30
Intern, Investment Analyst Resume Examples & Samples
- Knowledge of quantitative methods
- Ability to work effectively both individually and within a team environment
- Ability to work with a sense of urgency to meet deadlines and address competing priorities
- Experience working with Investment Managers
- Minimum of 0-6 months of experience in an investment research or related role preferred
- Equivalent education and experience will be considered
31
Investment Analyst Resume Examples & Samples
- Review and process complex transactional information on Aegon Asset Management’s portfolio of fixed income and equity securities
- Analyze and resolve principal and interest differences with custodial banks and other internal teams
- Reconcile, investigate variances and adjust securities holdings information within the Investment Accounting system, Trading system and Custodial Bank systems
- Analyze income for appropriateness on all current securities holdings, research variances and work with internal and external groups to make needed adjustments
- Assist in or lead the completion of customer service requests with exceptional service levels
- Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document complex securities. issues
- Contribute ideas for, and implement, improvements to efficiency, accuracy and controls in relation to assigned work, projects or other process enhancements
- Using established procedures and working under immediate supervision, performs or leads assigned tasks or projects
- Assist in the completion of customer service requests with exceptional service levels
- Demonstrate a basic understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document securities issues
- Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document complex securities issues
- Bachelor’s degree in Finance, Accounting or other business related field or equivalent work experience is required with 0-2 years of experience
- Working knowledge of investments preferred
- Candidate must be proficient in Microsoft Office (Word, Excel, Power Point and Access)
- Candidate must have strong analytical skills and be able to work independently and in a team environment
- High attention to detail and a deadline driven attitude is required
- Strong oral and written communication skills are recommended
- Bachelor’s degree in Finance, Accounting or other business related field or equivalent work experience is required with 2-5 years of experience
- Candidate must be very proficient in Microsoft Office (Word, Excel, Power Point and Access)
32
Investment Analyst Resume Examples & Samples
- Develop and improve frameworks for analyzing investments and macro scenarios
- Support development of top down overlays e.g. rates, FX and spread risk positioning
- Identify investment opportunities e.g. by identifying potential mispricing of asset classes, macro/political trends etc
- Help organize and develop macro/economic models and database
33
Investment Analyst Resume Examples & Samples
- Preparing reports and various analysis for client reviews including asset allocation analysis, performance overviews, and product specific analysis
- Preparing proposal materials and providing insight on client accounts and situations via Monte Carlo simulations, implementation plans, and proprietary platform proposals
- Researching and providing updated information on managers on Citi’s investment platform for Investment Counselor use
- Series 7 and Series 66 – to be completed prior to or shortly after employment begins
- Knowledge of financial markets and products on a broad level, primarily centered around traditional investments (Equities, Fixed Income, etc.) as well as some understanding of alternative investments (Hedge Funds, Private Equity, Real Estate)
- Primary emphasis on knowledge of investment vehicles related to Private Bank clients such as mutual funds, ETFs, separately managed accounts, alternatives funds, limited partnerships, etc
- Proficiency in Microsoft Office products, particularly Excel and Power Point, and general tech proficiency and ability to pick up new software and concepts quickly
34
Lead Investment Analyst Resume Examples & Samples
- Daily publishing and reconciliation of cash balances on Aladdin
- Providing cash information to Client Services and Front Office
- Communicating cash issues to Front Office, Portfolio Risk Control, and other impacted data consumers
- Settling trades with brokers and counterparties
- Investigating and resolving settlement issues
- Compiling and publishing settlement metrics
- Assisting with the setup of portfolios and bank accounts
- Issue resolution and communication (as required)
- 5+ years of related experience in investments, banking or cash management
- Proven leadership ability
- Very strong customer service skills
- Ability to handle multiple tasks and priorities, detail oriented, accurate, and analytical
- Strong computer skills, including proficiency with Microsoft Excel and Access
- Working knowledge of fixed income products and investment processes preferred
35
Private Equity Investment Analyst Resume Examples & Samples
- Perform due diligence and analysis of private equity infrastructure and energy investment managers, with the aim of managing diversified multi-manager portfolios, covering a broad range of subsectors
- Geographic focus will be on the US and Canada, but the investment analyst will also be working on due diligence projects in Europe
- Screening of infrastructure investment managers and infrastructure fund investments, meetings with General Partners (GP's), documentation and updating of monitoring database
- Build and maintain relationships with infrastructure and energy private equity investment managers
- Execute detailed qualitative and quantitative analysis as part of a due diligence process for primary and secondary investment opportunities. Tasks include evaluation of management teams, investment strategy, reference calls, on-site visits, track record analysis and presentation of investment proposals to the Infrastructure Investment Committee
- Monitoring of existing fund investments and underlying assets, regular fund manager contacts, attendance of annual meetings, analysis of fund reporting
- Preparation of research on the infrastructure and energy industry, following recent trends on specific sectors and creating research and marketing publications
- Contribute to client reporting documentation, comment on development of infrastructure fund investments and individual transactions
- Participate in fund raising in North America; meet with clients, consultants and prospects as required; communicate investment strategies and criteria
36
Investment Analyst Resume Examples & Samples
- Support the team in San Francisco and Europe in evaluating & executing investments, including sourcing, diligence, financial & valuation analysis, memo preparation, and post-investment management and reporting
- Complete industry research, construct competitive analyses, build and maintain financial models and performance tracking worksheets
- Assist with the coordination and management of internal and external service providers (technology, accounting, legal, risk, compliance)
- Develop an understanding of BBVA Group to identify opportunities for BBVA in the innovation ecosystem, and to guide portfolio companies in partnering with BBVA
- Other miscellaneous activities for BBVA Ventures and BBVA’s Digital Banking team
- Bachelor’s degree with demonstrated academic excellence
- 2+ years of professional experience in private equity, investment banking, corporate development or other relevant experience preferred
- Strong financial analysis and valuation skills
- Understanding of startups, information technology trends and an interest in fintech
- High intellectual curiosity, superior organizational, preparation and analytical skills, strong work ethic, creative and strategic thinker, results driven, ‘go-getter’ with a can-do attitude, high morale with an ability to work independently, strong time-management skills and ability to prioritize and multi-task
- Excellent communication and presentation skills (both verbal and written)
- Consensus builder, collaborative and persuasive temperament
- Capability to connect with entrepreneurs, investors and company executives
- Fluency in English required, fluency in Spanish is a plus
37
Investment Analyst Resume Examples & Samples
- Learn and perform daily production at a high level of accuracy; including but not limited to tasks such as Quality Exception Reviews,
- Perform business analysis to determine best practices within daily production/projects
- Work specifically with Team Lead on initiatives around continuous improvement, improving data quality with a focus on customer service
- Highly developed analytical, problem solving, organizational, and communication skills are required
- Process improvement mindset
- Security level risk analytics experience preferred (but not required)
- Proven ability to collaborate with a variety of internal and external parties to understand customer. needs and ensure positive outcomes for our clients
- Strong organizational skills with the ability to handle multiple assignments
38
Investment Analyst Resume Examples & Samples
- Expense Comparable Analysis
- Sensitivity Analyses
- Structure transactions in a manner to mitigate overall transaction risks to RBC and its investors
- Responsible for completion of the Investment Summary, including but not limited to, the following: Identification and Disclosure of all Investment Highlights and Primary Risks and Mitigants, Market Study Analysis, Financing Terms, Guarantees and Tax Risk Identification
- In conjunction with diligence staff, prepare and submit all documentation required to ensure timely and efficient closing and funding
- Follow best practices for the Investment production function, including timely follow-up on any outstanding diligence items and ensuring the developer’s needs and concerns related to closings are fully addressed
39
Investment Analyst Resume Examples & Samples
- Our Performance Measurement and Attribution Group is responsible for calculating, reviewing, and analyzing portfolio performance. We are looking for an Investment Performance Analyst to contribute in the Asset Operations Department. The successful candidate will assist our team in measuring and analyzing the investment performance for a wide array of investment vehicles
- Use financial data from various systems to calculate and analyze performance results for asset classes including public and private fixed income, commercial mortgage loans, equities and alternative investments
- Analyze and interpret data for the purpose of determining contributing factors to performance results in comparison to benchmarks for users who must make economic or business decisions
- Apply analytical and financial product knowledge and judgment to complex activities
- Complete customer requests with excellent service levels
- Work effectively with other departments or divisions to ensure business issues are resolved for the success of the organization
- Demonstrate a basic understanding of the flow of information, systems, and reporting tools, and use that knowledge to troubleshoot problems
- Contribute ideas for and assist in implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects or other process enhancements
- Bachelors’ Degree, preferably in Finance or related field
- Advanced degree or progression toward appropriate professional certifications is preferred (i.e. CFA, FRM, CIPM, etc.)
- 2Working knowledge of investment products preferable
- Ability to prioritize and work on multiple projects and assignments with limited supervision
- Strong customer service skills, with a focus on continuous improvement
- Strong analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
- Working knowledge of desktop tools such as MS Word, Access, and PowerPoint
- 3-5 years’ relevant experience
40
Investment Analyst Resume Examples & Samples
- Ensure accuracy and quality of client specific information held in the database for your clients
- Ensure delivery is in an accurate and timely manner. Active engagement in production monitoring and quality assurance processes
- Ensuring an ongoing high level of client service, meeting deadlines, accuracy, prompt turnaround of queries and pro-active client dealings
41
Senior Investment Analyst Resume Examples & Samples
- Prepare for and attend sourcing, approval and monitoring meetings with private equity, venture capital and real asset fund managers. Document all pertinent information/issues derived from meetings
- Make regular presentations to investment team, including approval recommendations to the investment committee
- Track and monitor manager/portfolio performance on a quarterly basis, including the assembly of portfolio transparency reports and other assigned statistics for fund managers. Input/maintain databases of manager holdings, exposures and other relevant information
- CFA or CAIA certification preferred
- Completion of an analyst program (one or more years) with an investment bank or private equity firm or one or more years of experience relevant to evaluation of traditional and/or alternative investment managers
- Outstanding communication skills and a diplomatic interpersonal manner
- Capacity to travel extensively - both domestically and internationally
- Exceptional personal qualities including
42
Alternative Investment Analyst Resume Examples & Samples
- Receive pricing from various administrators and update product processor across all funds
- Work on ad-hoc assignments benefitting departmental initiatives
- Client Service oriented with the ability to create relationships throughout Operations, Technology and various business lines
43
Senior Investment Analyst Resume Examples & Samples
- Screening Investment opportunities
- Solid track record in Global Investment Bank, Global Hedge Fund or Global Asset Management company
- Minimum 7 years experience in Japanese Equity Research
- Native level fluency in written and spoken Japanese and Fluent English
44
Senior Investment Analyst Resume Examples & Samples
- Finding new managers (using search tools and industry knowledge)
- Ongoing due diligence (quantitative and qualitative)
- Placing managers on review or manager termination
- Contract and fee negotiation
- Positioning investment managers with RMs and Clients
45
Investment Analyst Resume Examples & Samples
- Analyze and evaluate rent rolls and operating statements of properties being considered for sale to determine feasibility and valuation
- Prepare discounted cash flow analyses for various income producing properties
- Research, analyze, and evaluate market feasibility for various real estate transactions
- Review and summarize tenant leases and articulate issues/concerns in a clear and effective manner
- Convey all particulars of a transaction (financial projections, market and location issues and tenant analysis, etc.) in formal written format, for marketing materials presented to clients
- Assist in the preparation of final marketing materials and underwriting for sales transactions
- Assist in collecting and evaluating required due diligence for sales transactions to include; make necessary inquiries to clients to ensure that required information is provided in a timely and effective manner
- Contact appraisers, brokers, and research firms for real estate comparable information
46
Investment Analyst Resume Examples & Samples
- Asset Allocation Research
- Master of Business Administration or masters degree in economics or finance or equivalent education and related training
- Strong analytical and spreadsheet skills
- Excellent communication skills - written and verbal
- Independent working style and the ability to work well on a team
- Enrollment in the Chartered Financial Analyst program
- Proficient computer skills
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Investment Analyst Resume Examples & Samples
- Present findings and investment recommendations for team leaders
- Collaborate with investment professionals and participates in investment research meetings to stay abreast of marketplace dynamics
- A completed CFA qualification would be an advantage
- Strong PC skills and proficiency in MS Office applications
- Self-motivated, creative and independent person who is able to multi-task and take initiatives in his/her daily work
48
Investment Analyst Resume Examples & Samples
- Settling trades with brokers and counterparties, working with the Front Office as needed
- Communicating settlement issues to Front Office, custodians, and other impacted parties
- Investigating and resolving cash discrepancies by working with banks and other groups within Asset Operations
- Assisting with the set-up of portfolios and bank accounts
- 1- 3 years’ experience in investments or a related industry
- Demonstrated, organizational and communication skills
- Addresses issues in a timely and professional manner
- Experience with Aladdin desired
- Working knowledge of desktop tools, including experience with Microsoft Excel and Access
- 3+ years of related experience in investments or a related industry
- Strong analytical, problem recognition and resolution, organizational, and communication skills are required
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Investment Analyst Resume Examples & Samples
- Work closely with Senior Investment Analysts
- Research industries and maintain relevant information in databases, spreadsheets, charts and graphs
- Review company financials and monitor news developments
- Build and maintain earnings models for individual companies
- Interview corporate managers about business and financial strategies
- Work with Wall Street on the latest securities offerings
- Monitor market movements through daily meetings with portfolio managers
- Make investment recommendations
- Bachelors degree with a concentration or major in Accounting and/or Finance, Economics or equivalent
- Minimum of 3.5 GPA
- This is an entry level role for recent college grads (2014/2015)
- At least one related internship preferred
- Excellent communications skills
- Ability to write clearly and concisely
- Ability to work both independently, and as an integral member of a team
- Proficiency in MS Office applications, (Excel, Word and PowerPoint) & ability to learn new applications
50
Investment Analyst Resume Examples & Samples
- 3-4 years experience in real estate investments, preferably with Pan- European exposure
- Minimum 2:1 Degree in a quantitative subject from a top university (Preferably Russell Group)
- Excellent modelling skills
- 2nd European Language Strongly Preferred
51
Institutional Investment Analyst Resume Examples & Samples
- Strong analytical skills and significant coursework in business- and finance-related mathematics
- Basic knowledge of financial strategies and the ability to learn and understand the features/benefits of TIAA-CREF products and services
- Proficiency with PCs and Microsoft Office products (Word, PowerPoint) and other presentation-related software such as Adobe Acrobat. Must have mastery of Excel
- Detail orientation, accuracy, and the ability to critically review work are key traits for this position as the Client Support Specialist will be closely involved in developing materials for senior client management
- Ability to work with minimal supervision. Must be self-motivated and show examples of initiative in past roles
- The ability to work in and across a small team is also critical
- Must comply with all regulatory requirements and remain in good standing with regulatory agencies
- Bachelor’s degree in business with concentration in Finance is preferred along with a strong interest and aptitude for investing
- 1-3 years’ experience in similar support role, especially working in the institutional defined contribution plan sponsor space, is a plus
- Familiarity with Morningstar software products also a plus
- Excellent communication, time-management, problem-solving, and decision-making skills
- Industry certifications and designations are encouraged as part of professional development
- Requires little to no travel
52
Private Client Investment Analyst Resume Examples & Samples
- Minimum 5 years of experience in a financial services organization required
- CFP or CWS enrollment or designation required
- Minimum 5 years of experience using industry standard planning tools and software (ex. Naviplan) required
- Solid knowledge of marketable securities, investment products and financial planning concepts in order to provide portfolio analytics and financial support through technological tools and software
- Strong analytical and financial analysis skills
- Ability to perform financial and economic analyses utilizing various planning tools and software level (expert in Naviplan) and effectively explain cause and effect as well as formulate supportable conclusions
- Advanced computer skills and expert level knowledge in other financial databases
- Ability to think through problems and develop solutions
53
Investment Analyst Resume Examples & Samples
- Dealing with custodian and relevant banks to ensure asset processing
- Engage with Compliance to assist in data reporting for CBI
- Work with the Operations and risk team to define the reporting requirements both internally and regulatory
- Proactively work with the various teams to ensure appropriate controls are in place
- Develop an understanding for ongoing operational monitoring
- Investment macro research
- Company and credit specific investment research
- Balance sheet analysis with skills to identify strengths and weaknesses
- Scenario based analysis
- Quality Report generation for use by the Investment Team
- Investment presentations to investors
- Skills to identify areas of value
- Ability to engage and trade with Investment Banks and others
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Investment Analyst, Prudential Capital Group Resume Examples & Samples
- Candidate with a bachelors degree in Accounting, Finance or other quantitative subjects is preferred
- Excellent analytical and accounting skills
- Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
- Strong writing, interpersonal and communication skills
- Business related experience preferred, but not required
55
Msim-private Equity Investment Analyst Resume Examples & Samples
- Financial modelling and valuation
- Assisting in company due diligence
- Assisting in identifying, hiring and managing external advisors
- Assessing and executing new transactions
- Assisting other team members to measure and monitor the performance of portfolio companies, as well as helping to implement operational changes
- Previous experience in Investment Banking (M&A, Leveraged Finance) from a tier one investment bank or advisory boutique
- Strong analytical and financial modelling skills as well as commercial acumen
- High energy and motivation to work on the buyside
- Proactive, with an ability to take on a high degree of responsibility and to execute critical work streams with limited supervision
- Outstanding interpersonal skills and a strong team ethic that will enable the candidate to build and maintain a broad network within the global MSPE team as well as with advisors, consultants, industry experts and partners
- Fluent in English; additional European languages considered a plus
- All-round M&A experience (origination, execution, due diligence, financing) is a plus
- Sector experience (Business Services, Consumer & Retail, Industrials and Healthcare) is beneficial
- Degree educated (or equivalent) with superior academic record
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Investment Analyst Resume Examples & Samples
- Conduct investment analysis and apply quantitative and qualitative screening guidelines on the investment options offered in institutional defined contribution retirement plans
- Apply portfolio construction algorithm to build and update asset allocation portfolios for institutional defined contribution retirement plans
- Help create and maintain all necessary documentation of processes and guidelines
- Assist in development of quarterly market commentary and investment related marketing and training materials
- Assist with investment research projects analyzing usage, performance and trends of investment services
- Serve as primary support position for operations manager and product manager
- Conduct analysis of competitors’ products and positioning
- Help analyze and resolve production issues
- Bachelor’s or advanced degree in finance, economics, or related discipline or equivalent education/experience
- 3 years of investment-related experience, preferably in the retirement plan industry
- CFA charterholder or CFA candidate preferred
- Excellent Microsoft Office skills (Excel, Powerpoint, Word)
- Able to effectively manage multiple concurrent work streams and competing priorities
- Highly motivated
- Thrives in fast-paced environment
57
Investment Analyst Resume Examples & Samples
- Research and monitor all companies and industries in the portfolio as well as comparable companies. Understand the economic drivers that will determine the valuation of the investments
- Keep up-to-date with market developments (e.g. movements in the economies of relevant countries, commodity prices, disasters, weather, wars) and consider the implications on the performance of the investments
- Working closely with Credit Risk Management department and Front Office, analyse financial information (income, balance sheet, and cash flow statements) relating to companies in the portfolio and other comparable companies
- Recommend actions to correct any mispricing in the portfolio
- Perform pre-trade reviews, focusing on the pricing of the investments
- Conduct monthly portfolio valuation review meetings with Front Office, Credit Risk Management, and other stakeholders
- Prepare reports for the portfolio valuation review meetings
- Support the valuation governance process by preparing and analysing materials for the regular global valuation governance forums, ensuring materials are suitable for the targeted audience. This encompasses product valuation compliance reviews and valuation reserve methodology reviews
58
Investment Analyst Resume Examples & Samples
- Develop financial models for both current and target assets
- Perform market research and analysis for acquisition, development or disposition initiatives
- Perform various due diligence functions
- Two or more years of financial analysis experience is required
- A bachelor's degree in Finance, Economics or Real Estate is required
- Advanced proficiency in Microsoft Excel and ARGUS
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Prudential Mortgage Capital Company Summer Investment Analyst Resume Examples & Samples
- Candidates must be pursuing a Bachelors degree in Finance, Real Estate or other similar major
- Ideally have a minimum GPA of a 3.2
- Familiarity with MS Office applications, (Excel, Word and PowerPoint) & ability to learn new applications
- Excellent communications skills
- Willing to travel up to approximately 10% of the term of the internship
60
Managed Investment Analyst Resume Examples & Samples
- Support the LatAm Managed Investment Sales team, on all administrative and strategic items including but not limited to
- Managed Investment business analysis and sales operation
- Enhance current reporting of sales and redemption process of managed investments in a way that allows the team to develop and report on in-depth reviews and analysis of key business indicators
- Liaison with several internal teams, primarily with the Global Managed Investments (GMI), Finance and Investments COO teams to ensure proper communication flows, accurate reporting & messaging
- Responsible to provide data and analysis for periodic reviews with Citi Private Bank investments management teams regarding the Latin America Managed Investments business. Ensure that the Managed Investments team keeps a strong sales and sales management focus
- Identifying key issues, building fact base, performing quantitative and qualitative analysis (e.g. client/product profitability analysis, financial analysis) to identify key areas of opportunities
- Developing insights and identifying strategic alternatives and create detailed action plans for implementation. Perform modeling and statistical analysis to support decision making process
- Responsible to support / coordinate the Plan, FCST and OL process
- Managed Investments team coordination
- Point person from the Managed Investment Sales team for GMI platforms functionality and within the Latin America Citi Private Bank team. Lead the coordination and rollout of platform improvements, investment tools
- Coordinate liaise with Supervisory Principals (SP) in regulatory matters, to ensure the managed investments business is in compliance with required Investment Product Program and implementation of any new policies and procedures
- Coordinate with investment product Due-Diligence and Product Support teams within GMI
- Coordinate with the Managed Investments Sales Team in Latin America and Globally the launch of product
- 3- 5 years’ experience in the Financial Services Industry
- Ability to lead and drive controls across the products and functions irrespective of reporting lines
- Competence in working through complex organizations to solve problems and deliver client satisfaction
- Basic knowledge of a wide range of asset classes and the investment management industry
- Excellent communication skills (verbal / written /proposal) to all levels
- Travel: 5-10%
- License Series 7, 66
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Cmbs Investment Analyst Resume Examples & Samples
- Bachelor’s Degree in Finance, Accounting, Economics or equivalent concentration
- 3-5 years of experience in mortgage bond analysis, fixed income and fund investing with an understanding of the wider financial environment
- Strong command of MS Office software with advanced Excel knowledge
- Strong financial modeling knowledge
- Multi-national corporation experience
62
Investment Analyst Resume Examples & Samples
- Conduct fundamental research to underwrite potential investments across asset classes including equity, credit, hard assets, and private investments
- Construct detailed financial models on individual securities
- Communicate with hedge fund managers and industry experts to formulate investment theses
- Monitor existing investments by maintaining company models and updating position-level investment scenarios and risk/reward expectations
- Draft and deliver investment memoranda for presentation to the BSOF Investment Committee
- Conduct research on the macro and micro factors that may impact potential investments
- Experience from a leverage finance or M&A program beneficial
- Strong accounting and financial modeling skills
63
Investment Analyst Resume Examples & Samples
- Provide strategic input as a key member of the IAM team in New York; participate in investment decisions as required
- Participate in transactions (sourcing and execution in the Americas region) including due diligence and financial modeling. Conduct financial analysis, risk analysis and quantitative support for transaction team
- Assist in managing portfolio assets held by the UBS International Infrastructure Fund and successor funds
- Inspect/visit portfolio assets on a regular basis; monitor and evaluate asset performance and continue to review asset valuations
- Provide support to the marketing team to assist in fundraising efforts
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ABS Investment Analyst Resume Examples & Samples
- 1+ year of advanced Financial Analysis experience in both Asset Securitization and other Financial Assets
- Solid Asset Backed Securities background
- Previous experience with Modeling, Mortgage, and Valuations
- Experience with Bond and Loan Valuation
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Investment Analyst Resume Examples & Samples
- Invest portfolios in accordance with guidelines and target allocations
- Liaise and coordinate with trading, operations, compliance, and client service areas
- Monitor portfolio performance and asset allocation guidelines
- Prepare customized performance reports and assist with quarterly client reviews
- Ensure appropriate implementation of strategy across client portfolios
- Work closely with research and investment manager due diligence teams, based out of New York, to support the fiduciary channel
- Assist in the initial and annual review of client accounts
- Support research related projects
- The Role Holder will serve as support and backup for the Senior Portfolio Manager
- The Role Holder will assist in the organization and operation of the Trust Investment Committee
- The Role Holder will also work closely with Barclays Wealth Investment Representatives
- BA/BS Degree
- Academic background in finance or economics
- The successful candidate will have good interpersonal skills, in order to effectively and persuasively communicate with clients, IRs and internal colleagues
- The successful candidate is organized, possesses strong financial analytical skills, and can prioritize effectively
- Ability to communicate and work collaboratively with both internal and external clients is imperative
- Good working knowledge of portfolio management, investment management implementation and financial theory is important
- Familiarity with Excel and PowerPoint is a must
- Interest in pursuing a CFA is desirable
- The right candidate will have a strong command of the MS Office Suite of applications and should have experience using principal and income trust accounting systems
- The right candidate will be able to synthesize a number of client requests and effectively organize and prioritize effective and professional responses
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Senior Investment Analyst Resume Examples & Samples
- 5+ years of experience in research
- Independent thinker
- Passion for long-term, fundamental investing style
- Proven creativity in alpha generation
- Experience working on the buy side, sell side, or an independent research firm
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Investment Analyst Resume Examples & Samples
- Valuation analysis of potential acquisitions of institutional quality multi-family, industrial, office and retail properties
- Lead the creation of thorough and concise investment packages that are presented to the Invesco Investment Committee, performing and providing all support for assumptions utilized during the process
- Effectively identify and articulate the major risks associated with an investment opportunity in both verbal and written format
- Perform and provide expertise on all aspects of the financial modeling, focusing on unleveraged, leveraged and structured analysis of institutional real estate. Verifiable Excel modeling expertise is a significant advantage
- Research and formulate corporate tenant credit analysis using multiple resources including financial statements and other online financial services
- Conduct due diligence and research market conditions including physical assessment, location assessment, rent comparables, sales comparables and replacement costs
- Coordinate with internal functions within Invesco Real Estate to complete the due diligence process
- Minimum of 2-3 years of experience in the underwriting of equity investments in commercial real estate
- Must be a power user of Argus and Excel, with skill level verified through an externally administered exam a significant advantage
- Must have excellent writing skills, demonstrated via submitted samples
- Must have strong quantitative analysis skills
- Must have strong organizational and verbal communication skills
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Im-high Yield Investment Analyst Resume Examples & Samples
- No more than two years of work experience following completion of undergraduate program
- Candidate must hold a Bachelor's degree in Business, Finance, Economics or related field with a minimum overall GPA of 3.2. Resumes submitted without a GPA will not be considered
- Strong accounting knowledge and spreadsheet skills
- Ability to manage multiple tasks and projects
- Outstanding analytical skills/quantitative proficiency
69
Investment Analyst Resume Examples & Samples
- Analyze and research industry data to describe current and long-term trends
- Conduct valuation analysis across industries including, but not limited to; financial services, manufacturing and utilities
- Provide recommendations based upon research findings; valuations, trends, risk assessment, etc
- Bachelor’s degree in Accounting, Business, Finance, or related
- Self-starter with the ability to work in a collaborative/team environment
70
Investment Analyst Resume Examples & Samples
- Creating and implementing operating protocols to effectively monitor investments and execute on business plans
- Performing financial analysis of investment assets
- Building relationships with key stakeholders including partners, advisors, lenders, lawyers and accounts
- Participating in committee discussions that provide strategic guidance
- Performing research projects on issues relevant for our portfolio
71
Investment Analyst Resume Examples & Samples
- Develop an automated process to update Investment Management materials
- Responsible for the Board of Director materials (performance and commentary outputs)
- Participate in the Annual 15-C process
- Responsible for the Investment Review & Risk Committee process
- Maintaining relationships with asset manager partners
- Attend and participate in 3rd party asset manager meetings
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Investment Analyst, Endowments Resume Examples & Samples
- Prepare for and attend meetings with third-party investment managers. Document all pertinent information derived from the meetings to be stored in a central database
- Assist in the sourcing/approval process and the development of formal investment memos
- Assist in the monitoring process through tracking and analyzing existing managers’ performance, exposures and risk metrics
- Generate portfolio and manager level reports
- Provide timely market data to the investment team
- Complete special projects as assigned by the CIO, co-CIO, Senior Investment Managers and Investment Managers
- Assist with client reporting as needed
- Completion of a Bachelor’s degree in Business, Finance, Economics or a field of study related to investments by date of hire (Summer of 2016)
- Fundamental understanding of and demonstrated interest in investments and capital markets
- Desire to pursue or progress towards a CFA or CAIA designation preferred
- Strong Excel skills required; Experience leveraging VBA preferred
- Must be willing to relocate to Houston, Texas
- Covariance will not sponsor visas for this position and will not hire individuals whose work eligibility is based on their F-1 or other student visa status. Candidates must be authorized to work in the United States on a permanent basis
- Demonstrated strong written and verbal communication skills
- Ability to prioritize as well as multi-task
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Investment Analyst Resume Examples & Samples
- Ongoing monitoring and tracking of hedge funds, private equity, mutual funds, ETFs, options and equities
- Assisting in writing daily newsletter sent out to clients that covers global equity, fixed income, and commodity markets as well as relevant news stories and earnings reports
- Monitoring and analyzing existing portfolios as well as creating proposals for new portfolios
- Sourcing and analysis of new investment opportunities, including hedge funds, private equity, mutual funds and ETFs
- Two years work experience within Finance
- Great written and oral communication skills
- Passion for investing and following the financial markets in depth
- Ability to work well as part of a cohesive team
- High level of proficiency in Microsoft Excel, PowerPoint and Word
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Investment Analyst, Commercial Mortgage Resume Examples & Samples
- Provide analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, property valuation, borrower credit review, and preparation of loan briefs for investment committee approval
- Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities, sensitivity analysis, analysis of the risks and mitigating factors of potential investments, due-diligence review, preparation of authorization memos, and loan closing
- Interact professionally with internal credit, legal and loan origination personnel and externally with borrowers, third-party service providers, rating agencies and bond investors
- Provide mentoring and assist with training of first year analysts
- Bachelors degree required, preferably in Finance, Real Estate, Accounting or other similar major
- 2-3 years of prior experience in the real estate and/or finance field is mandatory with working knowledge of Fannie Mae and/or Freddie Mac multifamily programs
- Demonstrated interest in capital markets and commercial real estate
- Strong organizational skills and attention to detail with the ability to manage multiple projects simultaneously
- Computer proficiency with a strong working knowledge of Microsoft Excel, Word and PowerPoint, and the ability to learn new and proprietary applications
- Excellent communication, team work and interpersonal skills
- Willingness to travel up to approximately 10% of the time
75
Investment Analyst, Market Risk Management Resume Examples & Samples
- Bachelors degree in Mathematics, Engineering or related field with coursework indicating a breadth of interests and abilities
- Strong quantitative skills (experience involving data analysis in an investment, risk or actuarial assignment is a plus)
- Basic understanding of fixed income markets, derivatives and/or portfolio asset liability management is desirable
- Strong reasoning and excellent written communication skills
- Demonstrated effectiveness working independently and in multi-disciplinary teams in a dynamic environment
76
Responsible Investment Analyst Resume Examples & Samples
- Providing analysis and research on ESG investment issues, and working with the investment managers to incorporate this within the investment process
- Assisting and supporting the implementation of the Sustainable Ownership investment framework
- Assisting in building external relationships in the areas of Sustainable Ownership, including engagement with investee companies and working with other shareholders
- Contribute to firm-wide investment debate with specific reference to Sustainable Ownership
- Graduate degree in a numerical, financial, analytical or ESG related subject
- CFA Level 1 or other industry qualifications and/or finance/ESG related Master's level degree preferable
- 1-2 years work experience working within an investment management/consultancy organization in a front office role, ideally as in an analyst capacity
- A good understanding of general investment analysis, and the decision making process that is involved
- Broad knowledge of the integration of environmental, social and governance factors and why their consideration is important in the investment process
- Good verbal, written, research and communication skills including the ability to communicate complex work to a wider audience
- Genuine interest and enthusiasm for investments and Sustainable Ownership
- Confident in dealing and building relationships with internal and external stakeholders
- Organizational skills including project work
- Ability to deliver to deadlines
- Good report writing and presentation skills
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Junior Investment Analyst for Long Shorty Equity Resume Examples & Samples
- Hong Kong based position
- Long Short Equity Investment on Japanese Equities
- Conduct Financial Statement analysis
- Minimum 3 year experience in Investment Bank, Hedge Fund or Private Equity company in Japan
- Investment Analyst experience at Global Hedge Fund
78
Investment Analyst Resume Examples & Samples
- Evaluates and analyzes the performance of investment managers and asset class composites for the Endowment and other University programs
- Collects, calculates, and analyzes statistical information on investment managers
- Assists the Chief Investment Officer on asset allocation, rebalancing, and liquidity analysis
- Provides investment research to the senior staff in support of investment action taken by the Investment Office
- Performs preliminary and advanced work for the selection of potential investment managers
- Participates in reviewing, interviewing, and hiring investment managers
- Works with staff to analyze risk metrics for various investment strategies and collectively for the Endowment
- Maintains performance databases; recommend database enhancements to assist in reporting and analysis
- Maintains market value and cash flow database, associated with private investments
- Communicate to senior staff key developments in private market partnership holdings
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Research Investment Analyst Resume Examples & Samples
- Produce original research that supports the formation and evaluation of investment strategy and new products
- Prepare research opinions and briefs on individual transactions in the Americas
- Create/update research spreadsheets
- Analyze property markets across real estate sectors (office, retail, industrial, apartment, hotel, senior housing, self storage, etc.) and major cities
- Prepare presentations for senior management
- Fulfill research requests from internal and external clients
- Support senior staff in research projects and production of relevant deliverables
- Track economic, capital market and investor capital flow trends that will assist the formation of strategic house views
- Contribute to global research initiatives
- Bachelors degree required; economics, urban studies, or other research-related field of study is desirable; minimum GPA of 3.0 is required
- Previous internship and/or work experience in a related field is strongly preferred
- High interest in research and market analysis
- Excellent analytical, quantitative and spreadsheet skills
- Detail-oriented with ability to manage multiple projects simultaneously
- Strong written and interpersonal communication skills
- Experienced user of Microsoft Word, Excel, and PowerPoint
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Investment Analyst, Commercial Mortgage Resume Examples & Samples
- Provide superior analytical support to senior member of the team on a wide variety of assignments, including financial statement modeling, industry research, monitoring portfolio credits, and assisting in special projects as necessary
- Assist with all aspects of the corporate credit underwriting process, including spreading financial statements, review of the financial statement footnotes, reviewing supplemental information, reviewing covenant packages, researching industries, comparable company analysis, analysis of the risks and mitigating factors of potential investments, various due-diligence, and preparation of credit memos
- Monitor covenants and provide servicing support on the unsecured REIT/REOC portfolio
- Assist with general account portfolio research requests/projects
- At times, assist with general account reporting, analysis, and update portfolio exhibits
- High level of collaboration and partnership with loan origination personnel, portfolio managers and externally with borrowers, rating agencies and other investors
- Development of strong credit, underwriting, and financial statement analysis
- Exposure to various commercial property types (multifamily, industrial, retail, office, hotel) and REIT/REOC investments
- Exposure to a wide range of industries and markets across the United States
- Development of modeling and analytical skills
- Direct interaction with senior members of the team, senior management, clients, and co-investors
- Bachelors degree required, preferably from a top undergraduate business, mathematics, finance, or related program. A concentration in Mathematics or Finance is preferred
- Demonstrated interest in capital markets, finance and commercial real estate
- Computer proficiency with a strong working knowledge of Microsoft Excel and Word, and ability to learn new and proprietary applications
- Prior experience in the finance field is a plus
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Investment Analyst / Associate Resume Examples & Samples
- 1+ year of Investment experience in Asset Management or a related financial field
- Bachelor’s degree (or expected 2016) with a strong academic record from a top institution
- Strong grasp of Statistics, Economics, and Quantitative Analysis
- Undergraduate majors in a Quantitative or Finance / Economics-related discipline
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Investment Analyst Resume Examples & Samples
- 1+ year of experience with Investment Manager Due Diligence of Traditional Investments
- Thorough understanding of Risk Management, Fund Sizing, and implementation within Portfolio Construction
- Fundamental enthusiasm for Investments and the ability to evaluate new investment managers and strategies
- Microsoft Office/Suite proficient (Excel, PowerPoint, Word, etc.)
- Solid critical thinking skills
- Alternative Investments experience
- Familiarity with Bloomberg, Morningstar Direct, and BackStop Solutions
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Investment Analyst Resume Examples & Samples
- Assisting with the management of cash to maximise return on cash balances within the limits set out by internal risk procedures and policies
- Assisting in the production of annual budget data and information
- Assist with the management of delivery of all accounting journals, relating to the relevant accounting cycles, adhering to all internal and external controls consistent with tight monthly deadlines
- Contributing to the review of process documentation in accordance with various documentation standards
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Investment Analyst Resume Examples & Samples
- Provide business analysis, technical, and customer service skills to support DMO customers with enterprise data issues / reporting needs
- Participating as a business subject matter expert for reporting training, and represent reporting users on warehouse and reporting projects
- Facilitating enhancements on key data applications
- Provide support for end users during critical business windows and facilitate solutions for customer inquiries / issues
- Perform quarter end scheduling and support activities
- Perform Data Management Operational activities on the Markit platform as well as in Aladdin and PAM
- Special project work
- Daily interaction with a large group of end users in AAM and Transamerica
- Detail-oriented and a time conscious individual with excellent communication and organization skills preferred
- Four-year accounting or finance degree required
- 1-2 years of relevant experience preferred
- Ideal candidate needs strong analytical, communication and computer skills
- Desired traits: Flexible, well organized, deadline oriented, analytical and self-motivated
- Candidates should be very proficient in the Microsoft office suite
- Reporting tool experience is preferred
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Investment Analyst Resume Examples & Samples
- Bachelors Degree, preferably in Finance or related field
- 2+ years of relevant experience to be considered at the level I or 3-5 years at the level II
- Working knowledge of investment products
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Investment Analyst Resume Examples & Samples
- Prefer CFA Level 1 passed or planned enrollment in the program
- Strong Excel and Access skills with SQL and VBA experience preferred
- 1- 2 years Leadership Experience (informal or formal)
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Investment Analyst Resume Examples & Samples
- 2+ years of Investment Analysis experience
- Previous experience Modeling and Trend Analysis
- Private Equity background
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Investment Analyst / Associate Resume Examples & Samples
- Graduating Senior or 1-2 years of investment experience in asset management or a related financial field
- Bachelor’s Degree (or expected 2016) with a strong academic record
- Strong grasp of statistics, economics, and quantitative analysis
- Ability to work independently and prioritize work flow
- Comfortable with multitasking
- Degree in quantitative or finance/economics-related discipline
- Progress or interest towards earning CFA designation
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Investment Analyst Resume Examples & Samples
- Analyzing characteristics of insurance products in support of liability driven portfolio Strategic Asset Allocations and Marginal Asset allocations
- Assessing portfolio investment performance and analyzing the drivers of results
- Evaluating the characteristics of insurance or other liabilities in support of investment policy development
- Evaluating and executing Alternative investments
- Assisting in the development of market derivative strategies
- Investigating trends or developments in various industries and sectors of the Global economy
- Evaluating and executing highly structured transactions
- Investigating trends in interest rates across borrowing sectors and across countries
- Bachelors degree required in a highly quantitative discipline such as (statistics, mathematics, finance, economics, business, computer science, accounting, etc.) is preferred
- Minimum 1-3 years of Financial Services industry experience
- Ability to develop complex data models in Excel is required
- Individuals on a CFA track are highly preferred
- Exposure to computer programming (any high level language) is a plus
- The ideal candidate is motivated, confident, curious, and enjoys being challenged and works well individually and in a team
- Strong communications, analytical, organizational and negotiating skills
- Excellent structured problem solving and the ability to explain results (both oral and written)
- Ability to comfortably interact with internal and external counterparties
- Previous experience in finance, investments, credit analysis is preferred
- Previous experience in Fixed Income, Derivatives, or Alternative Investments (Private Equity, Hedge Funds, Real Estate, etc.) is high preferred
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GSO Investment Analyst Resume Examples & Samples
- Assertiveness and confidence critical for role
- An understanding of credit, in particular Leveraged Finance and/or Restructuring marketplaces
- Deep knowledge of accounting and finance
- A desire to work in a team environment, often under pressure
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Senior Investment Analyst Resume Examples & Samples
- Either CFA or Master in Finance or related field
- Two to five years of related work experience
- Excellent quantitative and analytical skills with a firm understanding of investment theory and financial markets
- Excellent oral and written communications skills with good presentation skills and ability to analyze and explain complex financial data and concepts
- Strong interpersonal skills and the ability to interact in a professional manner with outside investment professionals and various internal departments
- Intellectual curiosity and a proactive nature with a demonstrated ability to perform in an unstructured environment
- Demonstrated desire and ability to perform in a collaborative, team-oriented work environment
- Solid organizational skills with an ability to work in a self-directed fashion and manage multiple projects within defined deadlines
- In-depth knowledge of Microsoft Office (particularly Excel and Access) and experience with other investment software (Bloomberg, Factset, etc.)
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Investment Analyst Resume Examples & Samples
- Solid knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments
- Strong written / verbal / proposal communication skills
- Soft skills include a can-do attitude, sense of ownership and a team-player approach
- Strong Business English skills required
- Arabic language skills
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Investment Analyst Resume Examples & Samples
- Assists the Portfolio Management Field by creating investment proposals for client use. Investment Proposal process includes, but is not limited to
- 3+ years experience in investment management field
- Experience with investment management/fee based model and various types of investment solutions, preferred
- Exceptional writing, editing, presentation and design skills
- Experience managing an internal corporate intranet site
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Intermediate Investment Analyst Resume Examples & Samples
- Security Master Review/ Setups and reviewing analytics
- Participate and set high expectations of self and team on daily production and projects
- Provide excellent customer service to all clients and internal customers
- Highly motivated individual with 1-3 years’ experience in a similar industry
- Microsoft Office (Word, Excel, Outlook), minimal knowledge of SQL and VBA preferred
- Highly motivate individual with 3-5 years’ experience in a similar industry is preferred
- Security level risk analytics experience preferred
- 1- 2 years Leadership Experience (informal or formal) preferred
- CFA Level 1 passed preferred
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Investment Analyst, Commercial Mortgage Resume Examples & Samples
- A Bachelors degree, preferably in Finance, Real Estate or other similar major
- Prior experience in the commercial real estate and/or finance field is preferred
- Knowledge of multifamily lending programs (Fannie Mae, Freddie Mac, and/or FHA experience) is a plus
- Willing to travel up to approximately 10% of the time
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Investment Analyst, Greater China Property Resume Examples & Samples
- Working closely with the Investment team in generating models, valuation and deal analysis for the group's real estate clients
- Evaluate potential strategic investment and drive deal execution including research, due diligence, financial modeling and valuation
- Work with different parties to drive deal execution process
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Impact Investment Analyst Resume Examples & Samples
- Conduct impact investing research and analysis, including regular dialogue with internal and external specialists
- Develop compelling mainstream impact investment themes and regularly communicate views in written and verbal form
- Support internal impact investing education initiatives
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Liquid Alternative Investment Analyst Resume Examples & Samples
- Demonstrated analytical skills, with an understanding of performance measurements
- Have strong written and oral communication skills
- Ability to multi-task and manage tight deadlines across various projects
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