Investment Assistant Resume Samples
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Investment Assistant Resume Samples
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HH
H Hammes
Helga
Hammes
728 Rolfson Turnpike
Houston
TX
+1 (555) 695 4400
728 Rolfson Turnpike
Houston
TX
Phone
p
+1 (555) 695 4400
Experience
Experience
Philadelphia, PA
Investment Banking Administrative Assistant
Philadelphia, PA
Ratke LLC
Philadelphia, PA
Investment Banking Administrative Assistant
- Coordinate meeting arrangements (setting up conference calls, scheduling meeting rooms, arranging reservations / catering, etc.)
- Sorts, screens and distributes incoming and outgoing mail and drafts or prepares responses to routine inquiries
- Sorts, screens, reviews and distributes incoming and outgoing mail and prepares timely responses to a variety of routine written inquiries
- Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports
- Prepare, track and manage expense reports via expense reporting system - this is a high priority
- Makes travel and lodging arrangements, either directly or through an internal travel group
- Arranges meetings and conferences, schedules appointments and performs other tasks related to maintaining one or more individual schedules
Los Angeles, CA
Administrative Assistant, Investment Banking
Los Angeles, CA
Bartoletti Inc
Los Angeles, CA
Administrative Assistant, Investment Banking
- Conducting themselves at a high level of professionalism
- Heavy scheduling of internal/external meetings and conference calls; arranges related logistics (booking of conference room, arranging catering, providing names to building security)
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar)
- Participates in planning, coordinating and implementing department events
- Organizes the activities of the Team Leader and provides administrative support to the group using independent judgment, discretion and diplomacy
- Manages and screens requests (email/phone); responsible for administering several mailboxes and reading and ranking incoming mail (including electronic mail), and identifies issues to determine priorities for the Team Leader and the group
- Manages the Team Leader’s calendar of scheduled appointments, upcoming events and matters requiring immediate attention; identifies potential problems and shifts priorities in order to adjust their schedule
present
Detroit, MI
Investment Banking Executive Assistant
Detroit, MI
Hammes-Kuhn
present
Detroit, MI
Investment Banking Executive Assistant
present
- Train temporary workers on phones and all office routines
- Compose and prepare internal/external correspondence in addition to maintaining, answering and routing correspondence not requiring manager’s attention
- Heavy client interaction with high-level executives; act as liaison with clients and their assistants
- Assist and fill in for other support staff
- Create and maintain correspondence and record files
- Update executive contacts in both Outlook and Macquarie's client management system (macRM)
- Assist in organising group morale events and franchise parties
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
Adelphi University
Bachelor’s Degree in Integrity
Skills
Skills
- May serve as a liaison with other functional areas, external customers and vendors on basic administrative and/or operational matters
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Gathering and analyzing basic information
- Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies
- Basic terminology of financial markets and products
- Basic principles of banking and finance and securities industry operations
- Basic concepts, practices and procedures of providing administrative support
- Communicate effectively, both orally and in writing
- Orders, stocks and distributes office supplies
- Maintains currency in modern office management methods and techniques
15 Investment Assistant resume templates
Read our complete resume writing guides
1
Investment & Administrative Assistant Global Equity Group Resume Examples & Samples
- 1 – 2 years administrative experience in a professional environment
- Associates degree in Business Administration or related field or Secretarial/Administrative certification, preferred
- Experience in the Mutual Fund/Financial Services industry, helpful
- Advanced MS Office skills
- Mail Merge, Index and Tables
- Excel: Forms, Formulas, Functions, Pivot Tables, Graphs
- PowerPoint: Graphics, Animation
- Knowledge of MS Access, Project, preferred
- Ability to perform multiple tasks in a fast paced, team environment
- Strong organizational skills; ability to organize and maintain accurate, orderly files and records
- Strong attention to detail; ability to accurately proofread documents
- Ability to solve routine department problems or customer issues with general direction
- Ability to assess a problem quickly and determine to what level it should be elevated, directing staff/customers to the correct person(s)
- Works within specific guidelines and policies, deferring non-routine matters to supervisor
2
Investment Registered Sales Assistant Resume Examples & Samples
- Receives unsolicited orders from clients
- Opens new accounts
- Ensures required client paperwork is current with firm and industry requirements, rules and regulations
- Receives and processes securities
- General office practices, procedures, and methods
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Use mathematics sufficient to process account and transaction information
3
Asset Management Investment Management Marketing Executive Administrative Assistant Resume Examples & Samples
- Drive and retain Investment flows and revenues
- Deliver our desired 'client experience' consistently across the region
- Create broader awareness of J.P. Morgan Asset Management's insights and investment capabilities
- Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, risk management, etc.)
- 4-6 years experience in administrative support
- 1-2 years of experience in financial services a plus
4
Investment Banking Administrative Assistant Resume Examples & Samples
- Greets and directs visitors, as required
- Resolves routine administrative problems and responds to inquiries concerning activities and operations of assigned functional area
- Accepts, screens and routes telephone calls; maintains record of inquiries, as required
- Performs a range of staff and/or operational support activities
- May serve as a liaison with other functional areas, external customers and vendors on basic administrative and/or operational matters
- Arranges meetings and conferences, schedules appointments and performs other tasks related to maintaining one or more individual schedules
- Orders, stocks and distributes office supplies
- Maintains currency in modern office management methods and techniques
- Basic concepts, practices and procedures of providing administrative support
- Fundamental investment concepts, practices and procedures used in the securities industry
- Basic terminology of financial markets and products
- Performing a wide variety of document processing tasks and administrative support activities
- Accepting, screening and routing telephone calls
- Sorting, screenings and distributing mail
- Arranging meetings and conferences and scheduling appointments
- Operating standard office equipment and using required software applications
- Maintain currency in modern office management methods and techniques
- Organize and prioritize multiple tasks and meet deadlines
- Communicate effectively, both orally and in writing
- Provide a high level of customer service
5
Investment Banking Administrative Assistant Resume Examples & Samples
- Coordinates and performs a range of staff and/or operational support activities for a manager or group of mangers in an assigned functional area
- Serves as a liaison with other functional areas, external customers and vendors in the resolution of routine administrative and operational problems
- Provides administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries
- Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies
- May prepare, transcribe, compose, type, edit, and distribute agendas and minutes of meetings
- Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements
- Prepares or assists in preparing scheduled and/or ad hoc statistical and narrative reports by performing basic information gathering and analysis, as specifically directed
- Establishes, maintains and updates files, databases, records and/or other documents
- Develops and maintains data and performs routine analyses and calculations involved in preparing recurring internal reports
- Sorts, screens, reviews and distributes incoming and outgoing mail and prepares timely responses to a variety of routine written inquiries
- Requisitions supplies, printing, maintenance and other services
- Intermediate level concepts, principles and practices of providing administrative support
- Intermediate level terminology of financial markets and products
- Performing a range of staff and/or operational support activities for a manager or group of mangers
- Answering telephones and assisting visitors
- Prepare, transcribing, composing, typing, editing correspondence, agendas and minutes and other documents
- Scheduling and coordinates meetings, events, interviews and appointments
- Preparing reports
- Gathering and analyzing basic information
- Establishing and maintaining files, databases, and other records
- Performing routine analyses and calculations involved in preparing reports
- Sorting, screening and distributing mail
- Work collaboratively within a team environment
- High School diploma with a minimum of two (2) years of general administrative support experience required
6
Sales Assistant, Private Investment Advice Resume Examples & Samples
- Maintain accurate marketing materials, assemble required documentation in advance of sales presentations and assist with marketing mail out activities
- Maintain complete client files and ensure documentation in good order
- Participate fully as a member of the team and contribute to a positive work environment
7
Investment Assistant Resume Examples & Samples
- Working alongside the relevant investment teams, perform daily administrative functions in a punctual, professional manner while maintaining high level service standards. This will include but not be limited to client onboarding, payment processing, overdraft monitoring, fee reconciliation and responding to general client queries
- Promote a service excellence culture within the Offshore Investments Team focusing on quality, teamwork and productivity
- Actively seek out and promote cross-service efficiencies across the available range of investment services
- Partnership with the centre of excellence and Primary Relationship Managers to facilitate seamless account opening process for all new clients
- Manage the risk associated with running a portfolio of clients by adhering to the relevant RBC polices and procedures
- Record and maintain all activities on the appropriate client handling system
- Preparation of information for meetings and presentations
- Provide support for investment projects
- Provide support and assistance in creating and providing management information on an ongoing basis
- Good communication and interpersonal skills
- Ability to work to tight deadlines and under pressure
- Ability and willingness to act on own initiative
- Excellent organisation skills and ability to prioritise effectively
- Broad knowledge of the offshore investment services
- PC literacy - MS Office - ideally ECDL qualified
- Proven experience in a private client relationship support role within a financial services or investment management company
- Relevant investment qualification (consideration will be given to candidates studying towards a relevant investment qualification)
- Firm understanding of the internal policies and procedures and local regulatory requirements
8
Corporate & Investment Bank Senior Administrative Assistant Resume Examples & Samples
- Provide support for the CIB Technology & Operations F&BM executive management team at the Brooklyn Corporate Center office
- Help manage the calendars of the management team. Work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings
- Provide general office management including managing space arrangements/real estate for the group; ordering supplies/equipment
- Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution; ad hoc group directory and org chart updating upon changes in group
- Assist with travel arrangements and T&E submission for management team
- Assist in preparing reports, spreadsheets and presentations, applying skills in Word, Excel, and PowerPoint
- Strong PC skills (proficient knowledge of MS Outlook)
- Superior oral and written communication skills - able to compose high quality emails and messages to individuals at all levels of the organization; proactive and polished manner
- Excellent telephone manners and able to provide coverage for several managers
- Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible - Self starter with the ability to work in a high pressure environment
- Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
- Prefer minimum three years’ plus experience working in an administrative capacity
- Knowledge of the following systems: EURC, TEEMS, OTP, ePurchase, and Approval Central is a plus
9
Investment Retirement Planner s Assistant Resume Examples & Samples
- Consistently provide superior responsive service to client fax / e-mail / telephone requests
- Consistently provide superior responsive execution and delivery of client transactions/requests
- Familiar with key referral sources and has a strong knowledge of mortgage process which facilitates solutions and problem resolutions
- Demonstrates personal commitment to ensure skills and knowledge
- To support the position of a mobile Investment Retirement Planner, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
10
Corporate & Investment Bank Global Equities Trading Executive Assistant Resume Examples & Samples
- Proactive, flexible and helpful attitude - Team player
- Self starter who can work with minimal supervision
- Organised; able to multitask and prioritise work in a busy environment
11
Investment Banking Executive Assistant Resume Examples & Samples
- Able to manage supporting multiple senior level executives simultaneously
- Able to work well remotely with banker when they are traveling
- Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
- Coordinate all related conference rooms including any catering, audio/videoconference set up
- Coordinate closing dinners, client outings
- Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
- Maintain filing system, correspondence, documents and personal files for bankers
- Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
- Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
- Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
- Experience supporting multiple professionals at same time
- Must be flexible to covering different bankers as group grows or changes
- Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
- Solid typing skills (60+ wpm)
12
Administrative Assistant Wealth Management Investment Research Resume Examples & Samples
- Telephone coverage for team, answer phones, take accurate messages, back-up other lines as needed
- Calendar maintenance for meetings, events and/or conference calls
- Navigate Firm’s resources, interface with various departments to collect information, respond to requests, obtain services
- Assist in the preparation of reports,
- Coordinate the report submission to the Authoring system and email distribution
- Manage travel arrangements for team
- Submit T&Es reports for team
- Provide backup support for colleagues during vacation/sick days
13
Investment Assistant Resume Examples & Samples
- Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues
- Providing proactive support to service clients, including: answering telephone calls and performing administrative functions
- Assist Investment Advisors with client profiling to identify opportunities
- Assist Investment Advisors initiate sales activities, during peak time
- FINRA Series 7 required; must be able to obtain 63 shortly after hire
- Bachelor's Degree or equivalent experience
- A minimum of 3 - 5 years experience in the investment management or advisory industry
- Exceptional relationship management skills and ability to partner with principal teams
- Superior client service and problem-solving skills
- Communication style that will create trust with clients
- Knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint)
14
Investment Banking Administrative Assistant Resume Examples & Samples
- Distribute mail and coordinate courier service as needed
- Answer and screen telephone calls in a courteous and professional manner
- Make domestic and international travel arrangements and handle changes as needed
- Coordinate meeting arrangements (setting up conference calls, scheduling meeting rooms, arranging reservations / catering, etc.)
- Manage multiple calendars
- Prepare, track and manage expense reports via expense reporting system - this is a high priority
- Act as backup to other department staff members as needed
- Perform other duties or special projects as assigned
- LI-MH2
15
Asset Management Private Bank Investment Assistant Emerging High Net Worth Series & Required Resume Examples & Samples
- Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues
- Providing proactive support to service clients, including: answering telephone calls and performing administrative functions
- Assist Investment Advisors initiate sales activities, during peak time
- Superior client service and problem-solving skills
- Communication style that will create trust with clients
- Knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint)
16
Investment & Retirement Planner Assistant Resume Examples & Samples
- Consistently provides superior responsive execution and delivery of client transactions/requests
- Excellent communication skills, oral/written skills, good business writing
- You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
- You must be extremely well organized with the ability to multi-task and prioritize
17
Executive Assistant Investment Banking Technology Group San Francisco Resume Examples & Samples
- Provide administrative support to officers and associates
- Handle incoming calls, respond to inquiries, clarify company policies and procedures
- Maintain frequently changing calendars through Outlook
- Coordinate all aspects of executive level appointments, meetings, receptions and conference calls
- Prepare and review materials and correspondence for meetings
- Assist with creation/modification of presentations, spreadsheets, and other various documents
- Coordinate frequent travel arrangements – both international and domestic
- Prepare, reconcile, and track expense reports through CTE system
- Enter Citivision Client Call Reports for client facing bankers
- Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
- Ability to gain a strong command of new systems ( Citi Travel and Expense)
- Prior experience in the Investment Banking industry preferred 3+ years but not required
- Expert in multi-tasking, organizing, and prioritizing
- Extensive calendar management and travel arranging
- Detail oriented with ability to work independently and prioritize workload
- Demonstrates a high level of integrity and professionalism
- Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
- Ability to work 8:00am-5:00pm and be flexible for overtime as needed
18
Assistant VP Corporate & Investment Bank Audit Resume Examples & Samples
- Able to execute audits independently and efficiently, including audit testing, control evaluation, and verification of issue closure
- Provide senior audit management and internal stakeholder timely updates on the design and effectiveness of business, risk, operation and technology control practices
- Partner with business management and other control groups in establishing strong relationships, while maintaining independence
- At least 5 years of audit and business experience in covering banking products
- Able to read Chinese and fluent in Mandarin is an advantage
- Ability to travel (20-25%)
19
Team Assistant Investment Banking Division Resume Examples & Samples
- Coordinate extensive travel arrangements (book flights, hotel accommodations, foreign currency, visas etc)
- Organise meetings and luncheons
- Provide cover for telephone calls as required
- Preparation of presentation materials (including PowerPoint) for team
- Provide administrative and logistic support to the team
- Provide back up to other support staff in IBD
- New joiner set ups
- Coordinating large social events and road shows
- Adhoc projects as required to assist the team and IBD in general
20
Administrative Assistant, Investment Banking Resume Examples & Samples
- Conducting themselves at a high level of professionalism
- Being able to multi-task in a fast paced environment
- Minimum of 5 years’ experience in an Executive Administrative Assistant role
- Experience in calendar management
- Adaptable team player
- Good problem-solving ability
- Strong working experience with Microsoft Word, Excel and PowerPoint, including table creation, mail merges and basic formatting
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar)
- Effective interpersonal skills
- Excellent telephone etiquette
21
Investment Assistant Emerging High Net Worth Series & Required Resume Examples & Samples
- Assist Investment Advisors with client profiling to identify opportunities
- FINRA Series 7 required; must be able to obtain 63 shortly after hire
- A minimum of 3 - 5 years experience in the investment management or advisory industry
- Exceptional relationship management skills and ability to partner with principal teams
22
Cib Investment Banking Executive Assistant Seoul Resume Examples & Samples
- Calendar management and associated tasks such as booking conference rooms, audio visual equipment, documentation, meeting scheduling etc
- Assisting and/or leading the organization of events
- Filing, invoicing and processing of expense claims and related record-keeping
- Providing general support including photocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail, etc
- Tertiary educated is preferable
- A minimum of 10 years secretarial and administrative experience
- Experience in the investment banking environment is a must
- Able to work with a high degree of autonomy as well as part of a team
- Able to work under pressure and tight deadlines
- Strong proficiency in both written and spoken English, fluent in Cantonese and Mandarin is a pre-requisite. English shorthand and Chinese word processing capabilities is a plus
23
Executive Assistant Investment Banking Real Estate Resume Examples & Samples
- Provide administrative support to officers and associates
- Handle incoming calls, respond to inquiries, clarify company policies and procedures
- Maintain frequently changing calendars through Outlook
- Coordinate all aspects of executive level appointments, meetings, receptions and conference calls
- Prepare and review materials and correspondence for meetings
- Assist with creation/modification of presentations, spreadsheets, and other various documents
- Coordinate frequent travel arrangements – both international and domestic
- Prepare, reconcile, and track expense reports through CTE system
- Enter client call reports in Citivision for client facing bankers
- Process P2P requests for charitable contributions, business cards, etc…
- Organize and secure highly confidential company and employee information
- Assist with special projects such as conference planning/coordination
- Serve as back up support for other managers or administrative staff when required
- Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
- Ability to gain a strong command of new systems ( Citi Travel and Expense)
- Prior experience in the Investment Banking industry preferred
- Expert in multi-tasking, organizing, and prioritizing
- Extensive calendar management and travel arranging
- Detail oriented with ability to work independently and prioritize workload
- Demonstrates a high level of integrity and professionalism
- Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
- Ability to work 8:30am-5:00 pm and be flexible for overtime as needed
24
Executive Assistant to the Investment Bank Chief Operating Officer Resume Examples & Samples
- Responsible for extensive, complex calendar management. Managing email inbox and determining appropriate action with close attention to client requests. Managing phone calls and dealing with general inquiries. Maintaining IB COO Shared Drive, SharePoint, intranet/website and assist in the preparation of PowerPoint presentations
- Schedule high level meetings, conference calls, video conferences and employee events across multiple time zones and prepare and distribute meeting agenda, documents and minutes. Attend and take minutes at IB COO team meetings as required
- Organize travel, prepare itineraries, process expense reports and AMEX payments in a timely and accurate manner. As well as ordering and maintaining supplies, blackberry and office equipment. Working with Corporate Real Estate to plan and facilitate any desk/building moves
- Work closely with the IB COO team regarding day-to-day operations and meet regularly to review IB COO action items, due dates and calendar requirements and OU management
- Monitor upcoming deliverables to ensure timeliness and deadlines are met
25
Portfolio Management Assistant Rbc Ph&n Investment Counsel Resume Examples & Samples
- Canadian Securities Course preferred
- Canadian Investment Management (CIM) designation preferred
- Canadian Financial Planner (CFP) designation preferred
- Minimum of two years experience in a similar role
- Advanced computer skills including proficiency in MS Office (Word, PowerPoint & Excel) and the ability to learn new programs and systems (FMC, MACS, etc…)
- Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proofreading skills
26
Senior Investment Control Assistant Insurance May Resume Examples & Samples
- Assist in completing all treasury tasks while monitoring cash positions and forecasting cash requirements
- Review and sign off of daily internal fund and with-profit prices
- Assist in the production of monthly fund accounts, financial and regulatory reports including analytical review and disclosures over a number of bases within strict deadlines to the Financial Accounting Team
- Assist in the production of financial control reports ensuring reconciliation items are cleared in timely manner
- Assist in developing systems and improving processes to meet the changing needs of the business and regulatory environment
- Reconcile client valuations to financial reporting valuations and understand and document variances
- Assist in accounting for shareholder portfolio including government gilts and derivatives
- Support the Investment Administration team to ensure all transactions are fully accounted for in line with accounting and regulatory reporting standards
- Engage with Financial Accounting to analyse and document the processes including the financial accounting impact across all bases of new and changed business practices
- Responsible for ensuring that any points raised by either internal or external audit are promptly resolved
27
Senior Investment Control Assistant Resume Examples & Samples
- Assist in completing all treasury tasks while monitoring cash positions and forecasting cash requirements
- Review and sign off of daily internal fund and with-profit prices
- Assist in the production of monthly fund accounts, financial and regulatory reports including analytical review and disclosures over a number of bases within strict deadlines to the Financial Accounting Team
- Assist in the production of financial control reports ensuring reconciliation items are cleared in timely manner
- Assist in developing systems and improving processes to meet the changing needs of the business and regulatory environment
- Reconcile client valuations to financial reporting valuations and understand and document variances
- Assist in accounting for shareholder portfolio including government gilts and derivatives
- Support the Investment Administration team to ensure all transactions are fully accounted for in line with accounting and regulatory reporting standards
- Engage with Financial Accounting to analyse and document the processes including the financial accounting impact across all bases of new and changed business practices
- Responsible for ensuring that any points raised by either internal or external audit are promptly resolved
28
Front Office Investment Team Assistant Resume Examples & Samples
- Creating presentations and pitch documents for investment manager meetings and external client meetings
- Analysis of internal performance data and use of external investment databases to report on fund performance and investment managers ratings (a good command of excel is important)
- Managing ad hoc projects from the investment management team and arranging meetings for the NEDs and senior stakeholders in the business
29
Investment Assistant VP Resume Examples & Samples
- Provide general management and direction for a portfolio of retail properties. This includes frequent contact and direction with property managers, operating partners or leasing brokers
- Review periodic internal reports prepared by analysts and respond to information requests from the home office
- Oversee or assist in the budget process and preparation of the annual strategic plan for each property
- Review periodic property reports and track operating performance. Prepare quarterly updates summarizing results
- Provide assistance to the transactions team for both the acquisition and disposition of properties
- Negotiate contracts with property management and leasing firms
- Analyze lease terms, prepare lease proposals, and negotiate leases as appropriate
- Understand general retail trends and individual property markets / submarkets
- Supervise and train analysts
- Prepare analyses of various investment decisions - leasing; financing; acquisition; hold/sell
- Review quarterly appraisals for factual accuracy and consistency with other similar properties
- Bachelors degree required in finance, accounting, economics; emphasis in real estate preferred
- Candidates must have at least 5-7 years of related real estate experience with an emphasis on retail properties; experience working with joint venture with partners a plus
- Understanding of key real estate agreements including leases, purchase and sale agreements, management and leasing agreements, partnership agreements and loan agreements
- Awareness of portfolio goals and ability to develop and monitor specific plans for individual investments that contributes to these goals
- Ability to use financial and valuation software including Word, Excel, Argus and Resolve
- 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, capital markets
- Ability to perform market research
- Strong interpersonal/communication skills; ability to develop and ask questions
- Ability to make presentations to senior management, investment committee or clients, when necessary
- Capability of simultaneously handling multiple assignments
- Ability to direct and monitor the activities of others on a systematic basis
- Ability to negotiate acceptable terms with a third party
- Understanding of transaction due diligence process
30
Executive Assistant Investment Banking Technology Group San Francisco Resume Examples & Samples
- Submit charitable contributions in P2P
- Organize and secure highly confidential company and employee information
- Coordinate group events when necessary
- Assist in ad-hoc reports special projects as needed
- Serve as back up support for other managers or administrative staff when required
31
Investment Retirement Planner Assistant Resume Examples & Samples
- Responsible for making outbound calls related to maturing GIC’s, incoming payments, portfolio reviews, and other banking related matters
- Strong computer skills in Microsoft Office including Word, Power Point, Excel and Outlook
- Familiar with procedures relative to investment documentation, anti-money laundering etc. as outlined in folio instructions and guidelines (if applicable)
- Knowledge of investment industry an asset
- Cantonese/Mandarin language skills would be considered an asset
32
CIB Investment Banking RCM Executive Administrative Assistant San Francisco Resume Examples & Samples
- Minimum of 5 years experience in a Executive Administrative Assistant role
- Good problem-solving ability
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar)
- Tact and good judgment in confidential situations and proven experience interacting with senior management
33
Assistant General Counsel Corporate & Investment Bank Transactional Resume Examples & Samples
- Review legal documentation and provide drafting suggestions
- Assist in developing a disciplined control environment within JPMorgan Chase; identify and mitigate risks (legal and other)
- Manage outside counsel for any one of the above work streams
- Admission to practice law in Japan with at least 12 years of relevant experience working with legislation or regulation of financial services or other highly regulated industries
- Effective and efficient problem solver; strong multi-tasking skills. Self-starter; ability to deliver high-quality results under tight deadlines
- Ability to identify and escalate material issues timely and appropriately
- Fluency in Japanese and English
34
Administrative Assistant, Investment Banking Resume Examples & Samples
- Provides administrative support in a complex team environment to both senior and junior bankers
- Manages multiple complex and ever-changing calendars; prioritizes & tracks meeting requests and advises bankers on potential scheduling conflicts
- Heavy scheduling of internal/external meetings and conference calls; arranges related logistics (booking of conference room, arranging catering, providing names to building security)
- Arranges heavy domestic and international travel, making frequent last minute changes and ensuring that arrangements adhere to bank policies
- Processes a high volume of expense reports in a timely manner, ensuring expenses comply with bank policies; gathers required documentation and obtains necessary manager approvals
- Responds to and follows up on client & banker requests
- Responsible for participation in general administrative duties (copying, filing, faxing, archiving) and ad-hoc projects
- Shares office management responsibilities w/ the admin team, including receptionist duties and the on-boarding/off-boarding of new hires & interns; orders supplies as necessary
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Strong knowledge of general business and corporate cultures
- Ability to handle highly sensitive, confidential and non-routine information
- Demonstrated dependability and sense of urgency about getting results
- Demonstrates high degree of integrity and confidentiality
- Comfortable working with people at all organizational levels
- Proficiency in MS Outlook and MS Excel
- Prior experience in Financial Services support
- Experience w/ Concur
35
Investment Retirement Planner Assistant Resume Examples & Samples
- Consistently provides superior responsive service to client fax/e-mail/telephone requests
- Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
- To support the position of a mobile Mortgage Specialist and IRP, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
- Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
- Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
36
Investment Funds Advisor Assistant Resume Examples & Samples
- Portfolio Management
- Preparing, sending and tracking investment policy statements, asset mix changes and confirmation letters
- Asset mix analysis and rebalancing for manager approval
- Researching tax and financial planning issues and tax effective asset allocation and rebalancing
- Compliance to client mandate and portfolio models
- Running reports and assisting with discrepancy and cash balance reporting
- Executing allowable trades
- Updating client files via contact management system
- Preparing initial Portrait files upon receipt of a completed Portrait Questionnaire, to be finalized by the Advisor during client meetings
- Attending meetings, compiling notes, and following up on outstanding issues
- Preparing presentations for client meetings
- Marketing list development and management
- New account presentations and prospect proposals
- Compiling breakdown of externally held assets and generating overall asset mix
- Creating estate packages
- Compiling manager review schedules and booking appointments
- Assisting with mailouts
- 2-3 years experience in a similar role
- Strong service orientation and demonstrated passion for putting clients first
- Strong market and financial planning knowledge relating to managing client portfolios and relationships
- Ability to clearly communicate investment information; familiarity with industry documentation requirements an asset
- Excellent communication, time management and organizational skills
- Advanced proficiency in Word, Excel & PowerPoint (Microsoft Office)
- Ability to work both independently and as an effective team player with staff at all levels
- Good problem solving and analytical skills
- Demonstrate good judgement and maturity
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Assistant General Counsel Corporate & Investment Bank Capital Markets & M&A Lawyer Resume Examples & Samples
- Provide analysis on legal issues, and assist business partners to make business judgments by providing legal and compliance advice
- Review legal documentation, principally for Capital Markets and M&A transactions, and provide drafting suggestions
- Coordinate delivery of legal services with Legal and Compliance Departments colleagues in Europe, Americas and Asia Pacific regions
- Assist in establishing internal policies
- Represent J.P. Morgan in industry forums as a working group member
- Train Investment Banking Personnel on a range of Capital Markets matters
- Manage outside counsel for any one of the above work streams (including managing legal costs, training and the provision of added services such as secondees and know-how)
- Admission to practice law in Japan or common law jurisdiction qualification
- Fluency in Japanese and English, both written and oral
- At least 8 years experience in Cross-Border Capital Markets and M&A area (either as in-house counsel in the financial services industry and/or as a lawyer in a top tier law firm)
- Intimate understanding of the legislative and regulatory environment affecting Capital Markets and M&A
- Ability to “own” projects, take initiative, and ability to find solutions that balance legal and commercial requirements
- Strong drafting, negotiation and legal analytical skills
- Ability to build strong relationships with key stakeholders including Investment Banking professionals, risk and control functions, external counsel as well as industry groups
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Am-equity Lead Investment Assistant Senior Associate Resume Examples & Samples
- Management: Oversee the training for the rotating 3 year analysts, including the process related to investment and order implementation. Create a structured transition plan for analyst development from first to third year in terms of timing, work load and guidance. Responsible for systems and process innovation, error escalation, and risk management. Ensure the rotating analysts have the appropriate time to work on research activities; these activities will be managed directly by the research managers and not by this individual
- Portfolio Implementation: assist the portfolio managers in implementing buy/sell decisions by sending individual stock and slice orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures
- Portfolio Monitoring: keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews; etc
- Reporting and group interactions: this individual will also be responsible for frequent interactions with the client portfolio management team, addressing compliance department requests, completing ad hoc projects. Daily and weekly responsibilities will include generating performance reports, monitoring intra-day portfolio movements, analyzing account discrepancies, and tracking stock holdings and trading history. Monthly projects will require preparing portfolio attribution and performance reports, as well as analysis of index data. The Lead IA will also be responsible for quarterly production of portfolio review summaries, holdings reports for broker dissemination, and new idea and trade updates. Several projects also occur on a less frequent, as-needed basis, such as a broker vote tallies, index rebalancing analysis, and stock screening
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Investment Banking Executive Assistant Resume Examples & Samples
- Coordinate meetings and calls (internal and external), book conference rooms, arrange refreshments
- Liaise with other EA's and executives across all teams internally
- Liaise with external clients and their EA's
- Liaise with IT, mail room, guest relations and other groups and offices within Macquarie
- Team attendance
- Track/process all expenses (AMEX and Cash)
- Update project lists, expense codes, and team admin sheets on a regular basis
- Update executive contacts in both Outlook and Macquarie's client management system (macRM)
- Enter client meetings (where appropriate) into macRM
- Ensure executives complete compliance training sessions and requirements
- Mergers and acquisitions, takeovers and corporate restructuring advice
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Private Wealth Investment Research Assistant Resume Examples & Samples
- Develop and maintain spreadsheets and screens related to holdings, candidates, and portfolios
- Model company financials and apply applicable valuation metrics
- Work closely with Disciplined Equity team to identify potential position changes within strategy guidelines and investment process
- Provide support to all members of proprietary investment team
- Provide input in response to Relationship Manager requests
- Write rationales for purchases and sales and post on portal
- Attend company and analyst meetings and report back to team
- Provide trading support as needed
- Produce marketing materials in conjunction with team
- Ability to work as part of a team and take instruction from team members
- Ability to work independently and exercise sound judgment
- Ability to solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment
- Strong organizational skills and detail orientation
- Open-minded, flexible, and willing to listen to other people’s opinions
- Interpersonal skills necessary to effectively communicate in person and over the phone with a variety of individuals at a variety of levels
- Work collaboratively with members of the Relationship Management/Client Service teams
- Atlantic Trust Specialists (Wealth, Trust)
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, guidelines and controls
- 1 to 3 years of experience in the investment field or comparable educational experience
- Demonstrated interest and aptitude in equity investment research
- Team player than can join us in the growth of our research team to deliver outstanding performance to our clients
- Proficient in Microsoft Office and PowerPoint applications
- Knowledge of investment applications a plus
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Cees-assistant Manager Investment Team Resume Examples & Samples
- Competent in reviewing specific types of HNW investment recommendations and determining the most appropriate action
- Actively manage relationships with HNW beneficiaries/clients in relation to those transaction types providing excellent customer service
- Point of escalation for beneficiary enquiries/Bespoke recommendations undertaken within Bespoke Review team
- Ensuring quality control across all client service teams (including but not limited to checking and signing of payments / receipts and dealing instructions)
- Ensuring delivery of services within established Service Level Agreements
- Liaising with other cees teams / third parties to provide innovative solutions to client situations
- Providing senior level input on behalf of Client Administration at client meetings
- Maintaining relationships with third party service providers
- Ensuring compliance with cees ISO 9001 control environment
- Continuous improvement and development of High Net Worth service delivery and solutions
- As a senior member of the Client Admin team contributing to the continued growth and strategic direction of the business
- Providing Manager level input to cees projects, including supporting Senior Manager on the review and enhancement of Bespoke Review - Trustee Decision process
- Project manage/support on client take on for HNW/Bespoke plans, supporting the management team in client meetings/calls, plan the implementation timeframe and develop procedures for new work stream
- Continued development of all Bespoke processes to streamline and mitigate risk to business
- Relevant professional qualification
- Educated to A Level or equivalent: Mathematics and/or English preferred but not essential
- Knowledge of Corporate Trust and Fiduciary responsibilities
- Strong decision maker
- Solution driven
- Strong presentational skills
- Competent phone manner
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Administration Assistant Private Investment Counsel Toronto Resume Examples & Samples
- Support the Regional Director and leadership team in day to day management of his/her schedule by
- Establishing and co-ordinating calendars
- Arranging /scheduling appointments on behalf of the officer
- Anticipating scheduling conflicts / problems and providing alternatives
- Establishing and maintaining a BF system
- Providing receptionist support by receiving / screening / referring incoming calls/visitors using a high degree of discretion
- Acting upon telephone / mail requests received in the senior officer’s absence
- Support the Regional Leadership team with correspondence by
- Sorting and organizing incoming and outgoing mail
- Dealing with correspondence as appropriate (responding, delivering, filtering)
- Composing correspondence for senior management officer’s signature
- Producing material from written copy / rough notes
- Proofreading work /output against source documents
- Monitoring / ordering / storing stationery supplies, including arranging for off-site storage and destruction of files / records
- Setting up / maintaining filing systems
- Booking travel arrangements, ensuring all requirements of officer are met
- Assist in maintaining the senior officer / department’s expense and other budgets by
- Preparing entries / transactions and supporting documentation to process payments
- Recording /inputting / documenting data to track, monitor and control expenses
- Providing supporting information reports to management to support decisions
- Producing statistical reports to assist in the budget processes
- Provide administrative support to Regional Leadership team by
- Booking conference rooms/meeting rooms /arranging for catering services
- Booking travel arrangements
- Photocopying / binding documents
- Faxing documents / e-mail messaging
- Ensuring reception support (visitors / telephone messages)
- Arranging for or making urgent deliveries of documents / packages
- Ensuring sorting/processing of incoming/outgoing mail
- Provide administrative support by
- Verifying telephone bills/expense statements
- Ordering and managing stationery
- Gathering statistical information, presenting in organized formats and conducting simple analysis
- Preparing and submitting reports
- Maintaining records and information to ensure and control security access
- Provide PC services and/or support, by
- Composing & producing routine correspondence
- Producing documents from written material / rough drafts (e.g. letters / memos / reports); proof-reading work/output against source documents
- Formatting and producing spreadsheets (Level 2 Complexity – advanced formulas)
- Maintaining information and/or data in departmental databases
- Setting up presentations from written material / rough drafts (Level 2 Complexity – e.g. Power Point)
- Conducting back up of systems
- Responding to requests for technical assistance relating to standard software issues
- As directed, co-ordinate and facilitate the release of significant initiatives / communications or launches by
- Liasing between groups, both internal and external, to ensure timely / accurate delivery of materials
- Organizing steps, to move project through various stages of production, e.g. graphics / legal/printing / distribution
- Contacting and arranging printing, production, receipt of signoffs, etc
- Thorough knowledge and understanding of department’s policies and procedures
- Strong organizational skills and ability to set priorities and manage time
- High degree of accuracy required
- High level of discretion required in dealing with confidential matters
- Strong knowledge basic bookkeeping principles
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Cib-investment Bank-snr Administrative Assistant Resume Examples & Samples
- Preparation of monthly pack and minute taking of Nigeria and Israel LORC meetings
- Maintaining reverse KYC sharepoint site and providing relevant KYC documentation to parties upon request
- Assisting the Corporate Broking business with the formatting and submission of SENS announcements to the Johannesburg Stock Exchange
- Managing and updating of IMeets in Outlook for bankers
- Updating and maintaining the IB client contact database to be used for marketing and events coordination
- Updating of weekly schedules as required by lines of business i.e. Training Spend, Travel Schedule etc, client lists etc
- Establishing internal email list for client projects and maintaining the same
- Screening of incoming calls and attending to queries as required
- Extensive diary management, including organisation and co-ordination of local and international meetings
- Co-ordination of meeting arrangements (local and overseas)
- Travel administration (for team)
- Co-ordinate overseas and local itineraries, roadshows for relevant team members/visitors
- Organisation and co-ordination of conference bridges, telephone calls and Telepresence
- Typing, including, formal correspondence, agreements and other documentation, memoranda, reports etc
- Filing and office organisation for respective team members
- Preparation of ad hoc Pitchpro presentations
- Ensuring that all corporate card travel and entertainment spend, reimbursements, and invoices are reconciled timeously and processed by the Concur processing clerk
- Secretarial back up support to Senior Country Officer : SSA in absence of Executive Assistant to SCO : SSA
- PA experience and/or experience in an Administration / Clerical role is preferable
- Highly organised with outstanding time management and excellent administration skills due to the corporate card and invoice processing/reconciliations
- Well developed written and oral communication skills and an ability to deal effectively with people at all levels
- Proficiency in basic technology such as e-mail, online personal calendar, MS Office suite, telephone voice mail and Internet
- Strong organisational and administrative skills
- Experience and skill in the format and layout of all legal agreements and other documentation
- Must be a self starter who takes the initiative and has high level of energy and enthusiasm
- Experience with travel and expense claims
- Ability to work pro-actively without close supervision
- Experience with filing
- Matric
- Secretarial Diploma
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Investment & Retirement Planner Assistant Resume Examples & Samples
- Strong computer skills in Microsoft Office including Word, Power Point, Excel and Outlook
- Strong skills in problem solving and sense of urgency are key in this position as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
- Familiar with procedures applicable to payroll, compensation tracking, and the scripting of clients and client business
- Familiar with procedures relative to investment documentation, anti-money laundering etc. as outlined in folio instructions and guidelines (if applicable)
- Knowledge of Royal Bank systems including Sales & Service Platform, RBCNet would be an asset
- Excellent communications skills, oral/written skills, good business writing. Resourceful and able to work independently is required
- Strong internal/external partnership building skills. Able to work under pressure in a fast paced, client centric environment
- Knowledge of investment industry an asset
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Investment Retirement Planner Assistant Resume Examples & Samples
- Proactive calling and database management
- Review daily deposits, proactive leads, GIC Maturity Reports, weekly holds file and make appropriate calls to book appointments with clients
- Screening of Royal Direct referrals to book appointments or refer back to branch
- Review Mortgage Anchoring Report to identify appropriate clients
- Maintaining all marketing and advertising to ensure accuracy and timeliness of information
- Coordination of all aspects of various events/seminars
46
Administrative Assistant, Investment Banking Resume Examples & Samples
- Organizes the activities of the Investment Banking professional(s) and provides administrative support to the group using independent judgment, discretion and diplomacy
- Manages and screens requests (email/phone); responsible for administering several mailboxes and reading and ranking incoming mail (including electronic mail), and identifies issues to determine priorities for the Investment Banking professional(s)
- Manages the Investment Banking professional(s)’calendar of scheduled appointments, upcoming events and matters requiring immediate attention; identifies potential problems and shifts priorities in order to adjust their schedule
- Coordinates and organizes meetings, sending out meeting requests, distribution of material in advance of meeting
- Makes all travel arrangements and monitors them to ensure maximum efficiency and accuracy
- Processes expense reports, identifies trends/discrepancies, researches and follows through with corrective adjustments
- Acts as a communication channel to facilitate timely and effective communications. Responds to related inquiries on the department’s behalf, or escalates issues for resolution as appropriate
- Minimum of 3-5 years experience in an administrative/professional support function in a fast paced environment
- Strong PC skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers)
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Investment Banking Executive Assistant Resume Examples & Samples
- Screen calls/incoming mail – be an effective gatekeeper ; take messages efficiently and accurately; receive visitors
- Proactive maintenance of calendars and meetings
- Coordinate travel arrangements, understanding executive’s travel preferences and needs, and using initiative in managing itinerary times and costings. Prepare and process associated travel expenses
- Prepare and process invoices to suppliers
- Assist and fill in for other support staff
- Assist with Client events where required
- Proven experience of operating in a similar role in a professional services environment
- Strong IT skills; experience of internal Citigroup applications an advantage
- Excellent organisational skills, with strong background in managing multiple priorities
- Three to five years’ experience at senior level within a corporate environment
- Professional secretarial qualifications required
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Administrative Assistant, Investment Banking Resume Examples & Samples
- Organizes the activities of Senior Professionals and provides administrative support to the group using independent judgment, discretion and diplomacy
- Manages and screens requests (email/phone) using sound judgment to determine priorities for the Senior Professionals and the group
- Coordinates and organizes all aspects of internal and external meetings, sending out meeting requests, distribution of material in advance of meeting
- Processes expense reports, identifies trends/discrepancies, researches and follows through with corrective adjustments. Manages other internal systems keeping information up to date and accurate
- Participates in planning, coordinating and implementing department events
- Minimum of 3-5 years experience in an administrative/professional support function in a fast paced corporate environment
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Asset Management Private Bank Investment Assistant Chicago Resume Examples & Samples
- Execute trades and submit managed account tickets
- Provide client call coverage for Client Advisors
- Research and answer client inquiries for products and solutions
- Own fee process for the team including periodic reviews and ticket submission
- Partner with internal teams on account opening and KYC management
- Prepare investment policy statements/mandates and alternatives subscription/redemption documents
- Assist Client Advisors on administrative tasks including calendar, pipeline, and call record management
- Support Client Advisors and Capital Advisors on credit account maintenance including origination and renewal tickets
- Generate standard pitchbooks, solutions proposals, and performance reports
- Manage profile maintenance on investment clients including investment objective updates and suitability
- Strong commitment to accuracy with a detail-oriented and organized mindset
- Ability to manage multiple priorities effectively
- Familiarity with JP Morgan Private Bank systems Prism, Topaz, Client Onboarding preferred
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Investment Assistant Resume Examples & Samples
- College diploma and two years' relevant experience
- Office administration studies, an asset
- Customer service experience
- Completed Canadian Securities Course and Conduct and Practices Handbook Course
- Knowledge of Word and Excel
- Knowledge of Creosus, an asset
- Ability to learn how to use IT systems quickly
- Good team skills
- Good organizational skills
- Ability to work under pressure
- Autonomy, initiative and discipline
- Bilingualism (spoken/written) French and English
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Wealth Management Investment Assistant Resume Examples & Samples
- Three or more years of client service and support experience in a banking environment
- Outstanding customer service skills
- Proficient word processing and spreadsheet skills
- Experience with department-specific systems preferred
