Investment Associate Resume Samples

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6286 Victor Gardens

New York

+1 (555) 476 4108

6286 Victor Gardens

New York

Phone

p +1 (555) 476 4108

Experience Experience

Dallas, TX

Investment Associate

Dallas, TX

Mraz, Bergnaum and Jones

Dallas, TX

Investment Associate

Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data
Provide analytical performance reports while working closely with the Portfolio Manager to interpret the performance data
Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings
Provide portfolio data and analytics, and work with the Portfolio Manager to create presentations for client and prospect meetings
Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Managers
Provide on-going surveillance and asset management for existing debt investments managed by the Real Estate Finance Group

Phoenix, AZ

Research Investment Associate

Phoenix, AZ

Kuvalis-Muller

Phoenix, AZ

Research Investment Associate

Aid senior team members in forming house opinions on investment opportunities through ongoing qualitative and quantitative research and analysis
Utilize common analytical frameworks and develop unique analyses to assess secondaries opportunities and managers, as well as funds of funds. Areas of evaluation include organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes
Help source, evaluate, and monitor investment opportunities. Participate in meetings with general partners, portfolio managers, and other industry professionals
Complete written research utilized by our clients to support investment decisions. This includes concise commentaries summarizing meetings, in-depth due diligence and investment memos and other periodic research including white papers exploring current topics of interest in the secondaries and fund of funds industry
Complete analytical research on secondary transactions including assessment of underlying assets at the fund and company level
Conduct reference calls with fund managers, limited partners, portfolio company management, and other industry participants
Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team

present

New York, NY

Senior Investment Associate

New York, NY

Simonis, Hessel and Upton

present

New York, NY

Senior Investment Associate

present

Develop and maintain risk management reports for portfolio management
Provide analytic and programming support for the development, maintenance, and enhancement of models used in investment management
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
Works with portfolio managers to develop and direct the execution of programs designed to achieve investment objectives for institutional relationships
Supports portfolio managers who manage a full set of institutional fully discretionary accounts
Seeks managerial guidance to develop individual investment strategies for each assigned relationship, based on circumstances and investment policy guidelines
Works with FIA staff to support development of new investment business

Education Education

Bachelor’s Degree in Business

Auburn University

Bachelor’s Degree in Business

Skills Skills

Excellent organizational skills, keen eye for detail, ability to prioritize and work on multiple projects simultaneously and under tight deadlines
Excellent organizational skills, keen eye for detail, ability to prioritize and work on multiple projects simultaneously
Strong attention to detail
Strong communication skills with a high-level of professionalism and ethical standards
Detail oriented with proven balance of analytical decision making and strong writing skills
Strong financial modeling skills and the ability to deconstruct a company’s financials
Excellent judgment and ability to work independently
Solid knowledge of fintech and related sectors
Strong client focus with the ability to build rapport at all levels, both internal and external
Highly motivated, committed and responsible, with a demonstrated ability to work both independently and as part of a team

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Investment Associate Resume Examples & Samples

Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Manager
Provide research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations. This may include providing research meeting notes and coordinating meetings with external Analysts and/or company management
Provide investment management administrative support and respond to client requests as they arise. The Investment Associate is expected to position them self as an additional point of contact for all clients whose portfolios are being managed by the Senior Portfolio Manager
Provide portfolio data and analytics, and work with the Portfolio Manager to create presentations for client and prospect meetings
Provide analytical performance reports while working closely with the Portfolio Manager to interpret the performance data
Liaise with Performance department and Client Service Administrators to ensure portfolios are properly set up for performance measurement, including benchmarks and composites
Provide cash flow analysis and wealth projections. Maintain awareness of client account activity (withdrawals, income sources, etc.) and work with Portfolio Manager to determine the best portfolio strategy
Conduct regular account reviews in an effort to identify potential changes within portfolios. Provide information to Portfolio Manager and help monitor portfolio asset allocation versus investment objectives
Manage small accounts following investment policy and mutual fund recommendations, or as guided by Portfolio Manager
Bachelor’s degree in finance, business, mathematics, or economics
At least 2 years of work experience in the finance industry, with a strong understanding of securities and the investment process
Interest in obtaining the CFA designation or an MBA
Understanding of performance, portfolio and risk analytics
Strong communication skills, both written and oral
Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Experience with FactSet, Charles River and portfolio accounting systems

Family Investment Associate Resume Examples & Samples

5 years of Client Service experience (i.e. client role in a financial planning, public accounting or estate planning role)
Prior financial background recommended (i.e. accounting, financial statements, tax law, etc.)
Team-player, as well as have an ability to work with an independent work environment
Requires excellent communication, interpersonal skills and a proven ability to problem solve
Excellent computer skills (MS Office) are mandatory, specifically must be able build advanced excel financial worksheets and Power Point skills to build client presentations
Must be able to learn and multi-task in a fast paced environment, using innovation in balancing and focusing on the highest priorities first each and every day to meet required deadlines
A Certificate programs such as Certified Trust Financial Advisor (CTFA) or Certified Financial Planner (CFP) required
Bachelor’s Degree in related field required / graduate degree and professional license (JD/CPA) a plus

Chase Private Client Investment Associate Resume Examples & Samples

Ability to manage and resolve difficult situations with clients
Series 7, Series 63and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
Ability to travel locally between branches as needed

Chase Private Client Investment Associate Resume Examples & Samples

At least one year of financial product service experience required
Knowledge of investments, insurance, trusts, bank products, financial planning and use of financial planning tools preferred
Ability to work in an environment with heavy phone-based customer interaction required
Required: Series 7, Series 63and 65 or Series 66; and (c) Appropriate State(s) Life & Health Insurance License(s) and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements

Investment Associate Resume Examples & Samples

Intermediate to advanced understanding of the stock market
In-depth knowledge of investments and regulatory policies and procedures
Intermediate to advanced computer skills (Word, Excel, Outlook)
Intermediate to advanced verbal, inter-personal, and writing skills
Intermediate to advanced problem-solving ability
Able to mentor others and able to work as part of a team
Able to work effectively in a fast-paced, attention to detail, and deadline-oriented environment
Based onmarket capitalization, RBC is the 15th largest bank in the world and the sixth largest in North America. (Bloomberg as ofJanuary 24, 2014)

Senior Investment Associate Resume Examples & Samples

Minimum of 5 years of industry experience
Intermediate computer skills (including Microsoft Office)
Series 63/65 (or the equivalent of a Series 66 may be required pursuant to regulations)
State licenses consistent with those of the FA(s) to whom this person supports
Strong customer service skills and problem solving ability
Able to mentor others
7 years industry experience
Based onmarket capitalization, RBC is the 12th largest bank in the world and the sixth largest in North America. (Bloomberg as ofAugust 2014)

Investment Associate Resume Examples & Samples

Work with investment strategy team to implement and support internally and externally developed asset allocation software
Manage, on a daily basis, client’s investment transactions and cash/securities movements. Prepare trade tickets and wire instructions on appropriate forms and obtain appropriate approval prior to processing
Work with operations and custody team to oversee client reporting and execution of trades/transfers
Ensure accurate implementation of the client’s investment strategies with third party custodians and separate account managers through constant review and monitoring
Ensure timely and accurate preparation and production of client quarterly investment reports. This may include setting benchmarks and monitoring target allocations vs. actual
Interface with the client service teams and platform teams regarding IAS planning, scheduling, executions and implementation
Provide overall quality of service and client satisfaction on daily request and special projects for clients
Undergraduate degree, CFA or CFA candidate, CIMA or CIMA candidate is a plus
3 to 5 years of financial services experience
Fundamental understanding of all types of financial markets and alternative investments
Understanding of statistical performance measures
Basic understanding of systems and methodology (performance, asset allocation, research)
Work well in a team environment
Understand and follow compliance rules
Strong analytical abilities and superior attention to detail

Investment Associate Resume Examples & Samples

20%: Client Service
Provide comprehensive service to clients on day to day matters as required to support the delivery of the desired client experience
Manage all incoming phone, mail or e-mail requests in a quick and courteous manner in accordance with established policies and procedures
Resolve any client issue or concern quickly and effectively to retain the relationship and build future opportunities for growth; all formal complaints must be immediately shared with the Chief Compliance Officer and the Financial Advisor
60%: Sales & Administrative Support
Perform sales support to help build the book of business for the Financial Advisor, including but not limited to the following key accountabilities
Complete required paperwork to open new client accounts and perform other required transactions (e.g., taking and executing trade orders)
Doing all required client servicing activities (e.g., strategy changes, distribution changes, address changes, redemptions,
Maintain a database of client/prospect communication letters and execute contacts as directed by the Financial Advisor
Maintain inventory of current sales literature as directed by the investment services professional(s)
Make outbound calls to follow-up on references, and quality referrals and schedule appointments
Plan and organize marketing events, such as seminars, branch meetings, to achieve the sales strategy
Prepare client information and booklets for prospect meetings, annual reviews with clients and other key meetings
Describe the client offer to prospects and referral sources to support new business efforts
Follow up on issues or outstanding transactions with insurance companies and investment companies as required to meet client needs
Maintain the calendar for the Financial Advisor to coordinate customer meetings and office coverage
Assist in the completion and transmission of transaction documents by establishing and maintaining file folders, maintaining document copies, faxing trade tickets and communicating as required with the operations team to follow up on transactions
Function as “Limited Agent” in handling discount brokerage account set-up and security transmittal
If part of the Premier Services program, provide banking sales and administrative support to the Premier Banker as required to support the client offer
Partner effectively with the Financial Advisor to build a cohesive team to support the client offer and business growth
20%: Risk Management
Maintain working knowledge of investment product and solutions and regulatory requirements
Perform all client service activities in compliance with firm and regulator requirement and policies to mitigate risk to BMO Harris Financial Advisors
Adhere to the service practices and guidelines outlined in the Compliance Manual for BMO Harris Financial Advisors
Conduct business based on the rules and regulations of the various entities that regulate the banking and brokerage industry (e.g. NASD, SEC, Federal Reserve, Internal Audit)
Maintain accurate client records as required by the firm, regulatory authorities and the nature of the client relationship
Maintain accurate transaction records as required by the firm, regulatory authorities and consistent with the products sold to the client
Utilize approved sales and marketing literature to mitigate risks and exposure to BMO Harris Financial Advisors
2 years of college education with a minimum of 2 years of customer service experience in an investment sales environment
Series 7, Series 66
Working knowledge of investment products and solutions
Ability and desire to work in a fast paced sales oriented environment
Attention to detail with regard to document content and timing
In-depth interpersonal and communication skills
In-depth problem solving skills
In-depth client servicing skills
Ability and willingness to adapt to change are required At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance

Alternative Investment Associate Resume Examples & Samples

Develop and continue to build out a database for non-standard portfolio investments, including asset backed securities, private placements and real-estate based assets
Maintain legal and market information (e.g. trustee statements) related to each underlying asset to ensure that the investment is being appropriately tracked in the Portfolio Management and Investment Accounting system
Develop a process for tracking a wide variety of investment transactions across multiple categories(e.g. CLO’s, Structured Products, Promissory Notes)
Pro-actively develop relationships with outside parties and perform independent research to ensure that information has been appropriately validated
Assist and work with portfolio management, pricing and data integrity teams to validate cash flows and the investment terms of assets
Directly reconcile all mortgage loan assets to third-party loan servicer statements, this includes (but is not limited to) Commercial Mortgage Loans, Commercial Tenant Loans and Reverse Mortgages held in client portfolios
Assist with other projects on an as needed basis
CPA or CAIA is strongly preferred
Experience with Alternative Assets, Structured Products and Private Placements is required
Public Accounting Experience 3-5 years with a Financial Services Focus or prior Trustee or Custodial Prime Brokerage experience is also highly desirable
Organized, detail oriented and extremely thorough with strong problem solving skills and demonstrated ability to take initiative
Willingness to roll up their sleeves to perform any and all responsibilities to ensure success
Works efficiently and effectively in both team and individual environments

Investment Associate Resume Examples & Samples

Sets-up files with account documentation for
Reviews and analyzes fee worksheets to
1-3 years of investment or personal trust client

Investment Associate Resume Examples & Samples

Perform all client service activities in compliance with firm and regulatory requirement and policies to mitigate risk to BMO Harris Financial Advisors
Conduct business based on the rules and regulations of the various entities that regulate the banking and brokerage industry (e.g. NASD, SEC, Federal Reserve, and Internal Audit)
Series 7, Series 66 preferred - must obtain within 12 months
Ability and willingness to adapt to change are required

Senior Investment Associate Resume Examples & Samples

Researches and identifies securities to purchase and evaluates the current portfolio holdings
Communicates with clients providing trade settlement data, coordinating the delivery/payment of securities, and other routine requests
May purchase and sell securities within scope of authority on behalf of the broker
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)

Investment Associate Resume Examples & Samples

1919IC's investment approach is client focused. The cornerstone of our investment process is proprietary, independent, fundamental research. We emphasize quality, risk management, and diversification across all asset classes. In addition to our core capabilities in mid- to large-capitalization equities and domestic fixed income, we can customize portfolios with varied disciplines and styles
Researches and implements investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews
Independently works with clients to answer investment related questions. Has superior knowledge of investment products, operations and the servicing requirements of their clients. Composes written correspondence to inform clients of portfolio activity
Uses independent judgment and analysis tools to prepare specialized reports for clients and prospects. Works on special projects as needed
Attends client meetings and client events. Attends relevant conferences to keep informed of changes and developments to the Firm and the industry
Handles various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; and determining instruments to sell to raise cash
Additional responsibilities as assigned or requested
Bachelor's Degree required; Business, Accounting or Finance Degree preferred
Ideal candidates will have completed or be working toward MBA or CFA
3-5 years experience in investment management or capital markets. Ideal candidates will have a well-established professional connection. Education and/or experiences may run concurrent
Proficient user of Microsoft Office suite with advanced knowledge of Excel; familiarity with market data systems
Experience working directly with clients and prospects
Ideal candidates will have working knowledge and competency with various analytical tools including: FactSet formulas and databases, Morningstar Direct, SAS, Excel Statistical and Data Functions. Ideal candidates will have advanced knowledge of and familiarity with the markets

Corporate Treasury Investment Associate Resume Examples & Samples

Overseeing existing investment structures and managers, monitoring market conditions and selecting new investment vehicles and managers within the Alternatives asset class
Seeking out and using a wide variety of new and varied tools, building the team’s network of peer and industry specialists, and being on the leading edge of what will best suit the risk/return protocols of the retirement plans’ investment mandates for both today and tomorrow
Conducting regular reviews, calls and visits with the managers to assess continuing excellence as the opportunity presents itself
Experience utilizing analytical investment skills and tools applied to advanced investment return and risk problem solving
Ability to conduct thorough research
Strong documentation skills with the highest attention to detail
CFA favorable
MBA Required

Investment Associate Resume Examples & Samples

Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Managers
Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings
Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data
Provide cash flow analysis and wealth projections. Maintain awareness of client account activity (withdrawals, income sources, etc.) and work with Portfolio Managers to determine the best portfolio strategy
Conduct regular account reviews in an effort to identify potential changes within portfolios. Provide information to Portfolio Managers and help monitor portfolio asset allocation versus investment objectives
Manage small accounts following investment policy and mutual fund recommendations, or as guided by Portfolio Managers
2 years of work experience in the finance or related industry, with an understanding of securities and the investment process
Experience with FactSet, Charles River and portfolio accounting systems desired

Senior Investment Associate Resume Examples & Samples

CFP or acquiring
Wealth Management planning experience
7+ years industry experience

Investment Associate Resume Examples & Samples

Model Validation & Testing: Supporting independent periodic model validation and testing of investment, finance and risk models. This will include review, effective challenge, and written documentation, including assessment of conceptual soundness, model performance/outcomes analysis, and appropriateness of model assumptions, data sources, mathematical formulas and business applications as well as communication of key model weaknesses and data limitations (e.g., inherent model imprecision)
Degree in Mathematics, Financial Engineering, Economics, Business, Sciencebased, or related analytical field
3+ years of experience in the financial services industry (bank, insurance company, hedge fund, etc.) is desired
Strong communication (both written and oral) skills, including the ability to communicate complex issues to nontechnical persons
Experience managing one or more direct reports, or managing more junior level resources on projects, is desired
Ability to build strong relationships while challenging and influencing people in a constructive manner
Experience in the use of relevant software packages, such as MATLAB, VBA, SAS, R software
Experience with database development, maintenance, and extraction of data for reporting
Demonstrated advanced knowledge of software packages used in business communication such as MS Excel, Word and PowerPoint

Investment Associate Resume Examples & Samples

Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
Intermediate interpersonal verbal and written communication skills
Member of SIRAN (Sustainable Investment Research Analyst Network)
Experience with ESG (Environmental, Social, and Governance)

Investment Associate Resume Examples & Samples

Working directly with top brokerage houses (who act as our custodians)
Helping plan and coordinate complex client-focused events nationwide
Producing detailed reporting and analysis for either our Private Client or Institutional groups

Investment Associate Resume Examples & Samples

Collects, validates and analyzes economic and capital market data in support of investment projects and processes
Analyzes investment portfolios to provide attribution, risk and performance analytics
Assists with the development of investment proposals and recommendations for clients and prospective clients
Researches and develops investment concepts and ideas, working with senior investment team members
Works with the marketing and compliance departments on the creation of advisor and client focused investment communications
Assists with ongoing portfolio monitoring and account maintenance
Assists with searches, due diligence and ongoing monitoring of investments and managers
Organizes and maintains documentation detailing investment decisions and rationale resulting from Portfolio Management Team decisions
Provides ongoing support of advisors and clients in the management of their investment portfolios
Works closely with the trading team in the implementation and monitoring of investment models and portfolios
Bachelor’s degree in economics, finance, or a related field required
1 year of wealth management and investment advisory experience preferred
Working knowledge of Microsoft Office (Excel, Word, PowerPoint); experience using pivot tables and macros preferred
Experience working with common research, portfolio accounting, and rebalancing software preferred
Excellent analytical, and organizational skills
Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
Willingness to understands firm’s wealth and investment management process
Ability to function as part of a team
Ability to think critically, take initiative and problem-solve
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel

Investment Associate Commercial Mortgage Finance Ori Resume Examples & Samples

Educational concentration/major/focus in finance and/or real estate a plus
Excellent organizational skills and attention to detail with ability to manage multiple projects simultaneously
Outstanding written and oral communication skills,
Ability to work both independently and as an integral member of a team
Proficiency in MS Office applications, (Excel, Word and PowerPoint), required

Investment Associate Commercial Mortgage Finance Ori Resume Examples & Samples

Responsible for delivering of Human Resources activities in their assigned areas of responsibility, including the following
4 years formal education, major in Business Administration or Human Resource Management or other related field
1 – 4 years Human Resource experience

International Financial Services Investment Associate Resume Examples & Samples

Help manage relationship and account reviews; prepare timely and accurate performance reports
Help identify cross Line of Business partnership opportunities
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Facilitate accurate and timely account set up, money movement and investment trades
At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
Excellent interpersonal/communication and organizational skills
Detail oriented, strong analytical/problem solving skills, ability to work in a team
Ability to work in a fast paced professional environment with heavy phone-based customer interaction
Ability to manage and resolve difficult situations with clients
Strong compliance record in prior position(s)
Proficiency in Word, Excel, and PowerPoint
Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
Ability to travel locally between branches as needed

Investment Associate Resume Examples & Samples

Coordinate investments between client, bank, custodian, etc
Partner with advisory, research, performance and administrative staff to manage client relationships
Coordinate research, operations and performance groups to ensure client deadlines are met
Respond to clients’ and staff correspondence in a timely manner
Enter and maintain investment requests in CaRD
Attend all Investment Committee and advisor meetings and Client Quarterly Research call
Serve on various committees and subcommittees as necessary

Investment Associate, Corporate Finance Resume Examples & Samples

Excellent analytical and accounting skills. Ideally 3-4 years of previous investment experience, or similar business experience
An MBA, or in pursuit of an MBA, with a focus/major within Finance, Investments or other quantitative subjects would be a plus
Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
Strong writing, interpersonal and communication skills with a strong desire to make marketing calls and a natural ability to connect with people

Investment Associate Resume Examples & Samples

Licensing: Series 7, 63 and 65 or 66
BA degree with a concentration in economics, finance, business administration, commerce accounting, or similar quantitative field
At least 3 years of prior professional experience or related occupation
A solid fundamental knowledge of investments
Able to work without direction

Chase Private Client Investment Associate Resume Examples & Samples

Supporting the Private Client Advisor in building and maintaining client relationships by assisting the Private Client Advisor with ongoing financial planning for clients and referral source management
Researching and resolving client inquiries
Coordinating with the Private Client Advisor to prepare for client meetings and presentations
Facilitating investment trades

Investment Associate Resume Examples & Samples

Attend client meetings with Investment Counselors and Bankers and participate in presentations and sales pitches
Obtain an accurate depiction of a client's assets, objectives, and risk profile in relation to product specialty. Uncover needs that are not clearly expressed by the client. Develop product solutions that meet client's short and long-term needs. Offer alternatives when a client's request cannot be met. Present clients with a seamless integration of services within each product specialty. Serve as a trusted advisor to clients, bankers, and other product specialists who seek expertise and strategic advice in regard to product specialty. Minimize the client's and Private Banks' exposure to risk within the product specialty by observing suitability policies at the point of client transactions and by monitoring and communicating changes in the client's financial condition as well as industry and economic trends
Contribute to periodic and ad-hoc client reviews with bankers, global market managers and product specialists
Anticipate events in a client's life or business that have implications for product specialty. Establish frequency and content of client contact that the client and Banker are comfortable with. Evaluate the rationale used in the product recommendation for a client (e.g., economic conditions, client's financial status), helping the Banker re-strategize when conditions or criteria change. Partner with Banker and other Product Specialists to deepen client relationship, gaining a larger share of wallet over time and referrals that generate new sales
Regularly participate in investment briefings and portfolio manager conferences
Maintain an in-depth understanding of product specialty, economic events and best practices within the industry. Maintain a general understanding of all other products that tie into product specialty. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member. Influence a wide range of CPB personnel by applying expertise in product specialty
NASD Licensed Series 7, 63/ 66 – Necessary: CPA 20 & CFP
Strong background in discretionary investment (traditional and alternative) and capital markets (equity, fixed income, FX derivatives, structured products) offering. Knowledgeable in broader Private Bank product offerings including: trusts, custody, banking and credit. Quickly learn and incorporate new products and regulations
Experience in the practical application of asset allocation models and modern portfolio theory
Relationship management skills including a track record of building successful relationships with external clients and internal partners. Experience in delivering high quality service to complex individual or corporate clients
Self-starter with creative problem-solving skills. Demonstrated analytical and technical competence critical to understanding complex risk/return parameters of sophisticated product combinations. Understand client-driven goals and identify methods for reaching them by partnering with Banker teams, product partners and management
Competence in working through complex organizations to solve problems and deliver client satisfaction
Preferred MBA in Finance or equivalent on the job business experience
Languages: excellent communication skills (both spoken and written) in English

Investment Associate, Asset Management Pri O Resume Examples & Samples

Under the direction of senior asset managers, provide general management and direction for a diversified portfolio of properties. This includes frequent contact and direction with property managers, operating partners or leasing brokers
Negotiate common real estate contracts, including leases, loan documents, purchase and sale agreement, development service agreements, and property management/leasing agreements
Monitoring of the construction process on development investments to ensure quality of construction
Review quarterly appraisals for factual accuracy and consistency with other similar properties
Oversee/Assist in the budget process and preparation of the annual strategic plan for each property
Provide assistance to the transaction team for both the acquisition and disposition of properties
Bachelors degree in finance or related field required, real estate preferred; MBA a plus
5 years of related commercial real estate experience required

Risk Limits Investment Associate Inv Bk Resume Examples & Samples

Bachelors degree; progress toward or completion of an MBA and/or CFA preferred
Experience in fixed income and/or portfolio management
Ability to apply analytic skills with appropriate pragmatism
Expert proficiency with Excel

Investment Associate Resume Examples & Samples

Provide analytical support to Corporate Actuarial in the development of long-term capital market assumptions
Develop key market-based input parameters for portfolio management asset allocation and strategy tools
Research, develop and maintain market data definitions, methodologies and sources
Assist in scenario development for quarterly Finance forecasts
Support the implementation of the new Finance forecast model in QRM
Perform statistical analysis and create new or apply existing algorithms to analyze market data
Enhance controls, governance and documentation around key processes
Respond to internal inquiries and provide ad-hoc support with regard to market data needs
Utilize Bloomberg, Barclays Live and other market data tools
Work closely with Technology team to design, implement and maintain market data repository and algorithms
MS/MBA with concentration in quantitative fields preferred
5+ years of experience in areas related to quantitative research, market data analysis, operations or econometrics
Relevant knowledge in fixed income products and key market drivers including yield curves, credit spreads, FX rates, etc
Experience with major data sources including Bloomberg, Barclays Live or other systems
Basic knowledge of statistical techniques, interest rate models and economic scenario generators
Very strong governance and project management skills; controls oriented mindset
Strong collaboration and highly effective communication skills
Technology and/or operations experience helpful

Investment Associate, Actuarial Resume Examples & Samples

4+ years of actuarial experience
ASA required
Pursuing FSA through the Quantitative Finance and Investment (QFI) track is preferred
Prior variable annuity and/or hedging experience desired
Advanced level Excel VBA and SQL Server knowledge and working knowledge of MatLab desired
Prior experience with GGY Axis, MG-Hedge or similar actuarial modeling software is desired
Must be able to work equally well independently and in a team environment

Chase Private Client Investment Associate Century City Resume Examples & Samples

Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
Facilitate accurate and timely account set up, money movement and investment trades
Excellent interpersonal/communication and organizational skills
Ability to work in a fast paced professional environment with heavy phone-based customer interaction
Ability to support multiple Advisors in multiple locations

Investment Associate Resume Examples & Samples

Design and deploy comprehensive asset-liability risk models for use in analysis of investment strategies
Examine market opportunities associated with non-traditional / alternative assets and hedging
Develop key insight into liability characteristics across the major product lines
Collaborate closely with investment risk, asset management, actuarial, Treasurers and finance
Utilize existing systems and tools including scenario generators, replicating portfolios and liability pricing models
A minimum of 5 years of quantitative modeling and programming experience
Experience in designing asset-liability models and economic scenario generators

Investment Associate, Asset Allocation Qma U Resume Examples & Samples

Individual should have an MBA or a Masters in Finance or Economics with up to three years of experience
Strong evidence of outstanding academic achievement
Strong quantitative and programming skills are required
A developed foundation in investments, economics, and statistics
Must demonstrate strong interpersonal skills, with desire to work as part of a team
Candidates with a Ph.D. are also encouraged as the positions have substantial opportunity for expanded responsibilities

Investment Associate, Model Risk Management Resume Examples & Samples

Advanced Degree in Mathematics, Statistics, Computer Science, Quantitative Finance or related analytical fields
3+ years of overall experience in the financial services industry (bank, insurance company, hedge fund, etc.), and with 1+ years of experience focusing on model validation or model implementation is desired
Strong communication (both written and presentation) skills, including the ability to explain complex modeling issues to nontechnical persons
Ability to build strong relationships while challenging and influencing people in a constructive manner
Demonstrated advanced knowledge of software tools used in business communication such as MS Excel, Word and PowerPoint

Investment Associate Resume Examples & Samples

Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.)
Orders reports for portfolio managers or clients as requested
Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests)
Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio
Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues
Responds to client inquiries for account information or to initiate transactions requested by the client
Follows-up with client on inquiries via the telephone or written correspondence
Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts portfolio manager if cash needs to be raised
Processes fund trades via CIT or other bank applications by established deadlines
1-3 years of investment or wealth management client servicing experience. Prefer a candidate who has completed or is pursuing the CFA certification

Investment Associate Resume Examples & Samples

At least one-two years of transaction-related experience, including a significant amount of M&A transactions, preferably at an investment bank
Strong financial modeling skills
MBAs preferred
Experience and familiarity with the various legal, tax and other issues common to transactions
Financial institutions industry experience is a plus, but is not required

Investment Associate Resume Examples & Samples

Business development/transaction origination: Generating new deal flow through direct calling efforts via national and regional intermediaries, developers and general contractors
New transaction analysis: Managing the credit review process, including financial modeling, creating and presenting written and oral analyses and coordinating internal approvals
Investment recommendation: Determining the appropriate credit quality, pricing decisions and investment amount for a particular company/transaction
Deal execution: Developing and negotiating the terms and structure of Prudentials investment and assisting with the documentation process
Portfolio management: Understanding the investments under management through active monitoring of company performance
BA degree required; Finance, Investments, Economics or Real Estate focus preferred
An MBA or in pursuit of an MBA with a focus in Finance, Investments or other quantitative subject is a plus
Excellent analytical and accounting skills. Ideally 3-4 years of previous investment experience, or similar business experience
Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
Strong writing, interpersonal and communication skills with a strong desire to make marketing calls and a natural ability to connect with people
Participation in the Chartered Financial Analysts® (CFA) program is a plus

Investment Associate Resume Examples & Samples

Assist Investment Counselor in the performance of their duties and provide customer service
Support IC throughout the Investment Policy cycle, from creation to trading implementation, and follow up
Advise IC of client maturities
Support IC to identify clients whose needs would be best met by a CIBC partner or alternate segment
Request information and documentation from clients to open accounts
Follow up on client and IC requests to ensure proper settlement and delivery, informing appropriate departments to take action
Investigate and resolve enquiries and complaints related to accounts and refer to the IC where appropriate
Review incoming mail and telephone calls and respond as appropriate
Develop strong and effective working relationships with clients and third-[arties, such as Accountants working with clients
Ensure client confidentiality is maintained at all times
Ensure smooth operation when IC is out of the office or travelling
Provide administrative support to the assigned IC in managing their high value portfolios and maximizing their productivity
Plan and organize activities and required resources to ensure smooth running of IC office
Manage the day-to-day activities of the IC in a manner that maximizes availability and effectiveness
Respond to enquiries, when appropriate, to provide excellence in client service
Maintain and update client contact database
Prepare and distribute documentation and information to client including marketing materials, servicing packages, and proposals
Prepare and complete account closures in a timely manner
Keep appointment books/ agenda for IC
Order periodicals, journals and other literature for IC
Process transactions for clients (wire transactions incoming or outgoing, cheque deposit or issuance, cash transfers)
Implement Investment Policy Statements (IPS) as per IC’s instructions
Review client portfolios monthly to ensure records are in order
Maintain client files
Assist in the referral process (tracking to ensure payments have been received, ensure referral form (form #8329) is completed accurately)
High net worth individual clients
Private Wealth Management team and managers
Liaise with CIBC partners, eg. back-office
Operations and Compliance departments daily to obtain/ provide information
Complaints are logged and escalated when necessary
Adhere to proper procedures in CIBC manuals and the Code of Conduct
Post Secondary education Canadian Securities Course an asset
Several years experience in the financial or investment industry
Current knowledge of daily market activities sufficient to provide/explain information to clients
General knowledge of the financial industry
Strong interpersonal and verbal communication skills with the ability to use these skills to communicate with high net worth clients and staff at all levels in CIBC
Strong written communication skills sufficient to prepare marketing materials, presentations and technical proposal materials
Strong PC skills (Power point, Excel, Word, Outlook) with the ability to learn new systems
Strong initiative and a sense of responsibility, with the ability to work independently with minimal direction
Capacity to meet deadlines and work under pressure in a team environment

Registered Investment Associate Resume Examples & Samples

BS or BA in related field reguired; MBA, CFA or participateion in the CFA program desired. CFP desired
Minimum 1 year industry experience; 3 years in research related field a plus
Series 7 and 63 or 66 required (or ability to obtain within first 6 months).; Series 7 and 63, CFA enrollment designation desired
Proficient in MS Office suite; experience with BETA desired

Investment Associate Resume Examples & Samples

Provide high quality, high touch service to Chase Private clients. Responsible for receiving and reviewing client signed loan documents and the timely submission of the SLB loan applications
Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
Coordinate and follow through on client requests for account transaction requests and services (i.e., money movement, advances, credit draw downs/pay downs, client call- backs, etc.)
Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, operations teams and other staff in a timely and professional manner
Series 7 and 63 licenses preferred
Experience with consumer financial products, including loan documentation, preferred

Investment Associate, Commercial Real Estate Resume Examples & Samples

Under the direction of senior asset managers, provide general management and direction for a diversified portfolio of properties. This includes frequent contact and direction with property managers, operating partners or leasing brokers
Prepare analyses of various investment decisions - leasing; financing; acquisition; hold/sell
Assist in the negotiation of contracts with property management and leasing firms
Assist in the negotiation of leases as appropriate
Review quarterly appraisals for factual accuracy and consistency with other similar properties
Prepare and/or review periodic internal reports prepared and respond to information requests from the Portfolio Management team
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 transaction team for both the acquisition and disposition of properties
Bachelors degree required; emphasis in real estate or finance preferred
3 years of related commercial real estate experience required
Experience working across different property types (office, multi-family, retail, etc) is a plus
Understanding of real estate agreements including leases, purchase and sale agreements, management and leasing agreements, partnership agreements and loan agreements
Knowledge of west coast real estate markets; specific knowledge of Southern California markets is a plus
Understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow, capital markets
Understanding of transaction due diligence process
Ability to use financial and valuation software including Word, Excel, Argus and Resolve
Ability to perform market research
Strong interpersonal, communication and presentation skills
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

Investment Associate Resume Examples & Samples

Work with senior management of PREI by assisting in preparation of materials for new debt fund opportunity, including drafting pitch books
Work with research department to update materials for marketing books
Provide on-going surveillance and asset management for existing debt investments managed by the Real Estate Finance Group
Support ongoing fund management activities, including fund IRR modeling, capital calls and distributions, liquidity reviews, asset reviews, external audits, and ad-hoc investor requests
Perform preliminary screening of new investment opportunities
Participate in the underwriting analysis for a variety of commercial real estate debt investments, including: gather and review property and market data; analyze historical operating information; review borrower credit information; perform site inspections and conduct on-site interviews with property managers and leasing agents; prepare complex financial models, including sensitivity and return analyses, using Excel and Argus
Assist senior members of the group in the origination, negotiation and structuring of debt investments, including mezzanine loans, preferred equity, B Notes and first mortgages
Assist in the preparation of investment committee memos for submission to Investment Committee
Maintain and update the Real Estate Finance Group's transaction pipeline
Foster relationships with real estate borrowers, brokers, institutional lenders, loan sellers and internal contacts within PREI
1 - 3 years of experience in commercial real estate, preferably related to high yield lending, acquisitions, and/or underwriting/valuation. Some asset management experience preferred
Bachelor's degree required; Finance or Real Estate focus preferred
Proficiency with Excel, PowerPoint and Word required; Argus preferred
Fluent with basic real estate valuation concepts for all major property types
Understanding of the real estate industry (including current market trends) as well as the capital markets
Knowledge of the due diligence process and ability to execute such process preferred
Ability to read and interpret financial statements
Excellent quantitative and financial modeling skills
Ability to operate independently and in a team environment

Investment Associate Resume Examples & Samples

Under the direction of senior asset managers, provide general management and direction for a portfolio of multifamily and mixed use properties. This includes frequent contact and direction with property managers, operating partners or leasing brokers
Prepare analyses of various investment decisions - leasing; financing; acquisition; hold/sell
Negotiate contracts with property management and leasing firms as appropriate
Oversee or assist in the budget process and preparation of the annual strategic plan for each property
Understand general multifamily trends and individual property markets and submarkets
Bachelors degree required, finance or real estate emphasis preferred

Senior Private Client Investment Associate Resume Examples & Samples

Supports the Investment Advisor in preparing for client meetings & may participate in client meetings
Managing account relationships that would require regular & independent interaction with clients
Prepare portfolio recommendation letters for advisory & co-trustee accounts, AO coordination’s or best fit recommendations and investment performance reviews
Maintain a thorough working knowledge of bank resources to facilitate client service delivery & expand client relationships
Participate in internal meetings, pre & post call planning as a support resource to partners in the latter stage of the sales process to include: PCA’s, Financial Consultants, Relationship Managers and other partners in the sales process
Develop understanding of changes in the industry e.g., federal & state specific and various government regulations
Maintain positive working relationships
Develop knowledge of asset allocation and manager selection process & decisions, fixed income outlook & strategies, equity selections and approved list
Bachelor's Degree, or in lieu of degree, four years' relevant work experience
3 years of investment-related experience
Ability to communicate with executives, bank management and external clients & their representatives
Proficiency with personal computers including Microsoft Office
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures and government regulations
Ability to write reports and business correspondence
Ability to effectively present information and respond to questions from groups of managers, clients & the general public
Strong mathematical skills including the ability to apply concepts of algebra and statistics
Ability to build trust and rapport with clients
Bachelor’s degree in Finance
Professional designations such as CFA, CFP, CIMA or CAIA

Investment Associate Resume Examples & Samples

The creation and/or revision of investment and risk delegations of authority, policies, limits, standards and procedures
Administration and oversight of certain committees
Development and implementation of procedures for storing and maintaining risk and investment governance documentation including, but not limited to, electronic platforms and/or work-flow tools
Supporting Company-wide regulatory projects such as ORSA
Responding to regulatory requests and exams
Cross-functional initiatives, including periodic responses to internal audit examinations
2+ years of overall experience in the legal and/or financial services industry (law firm, bank, insurance company, etc.)
Demonstrated advanced knowledge of software tools used in business communication such as MS Word, PowerPoint and Excel; familiarity with online work-flow
Excellent communication (both written and presentation) skills, including the ability to summarize and explain complex financial topics to a broad audiences
Strong attention to detail, including drafting and proofreading
Willingness and ability to learn and perform new tasks, as needed
Self-starter with proven ability to work independently as well as within a larger team environment
Strong organizational, planning and time management skills with ability to effectively handle multiple projects simultaneously
Ability to adhere to strict project deadlines while being flexible as necessary in response to changing work responsibilities and priorities
Excellent interpersonal skills; ability to build and manage strong relationships while challenging and influencing people in a constructive manner
Ability to work well with people at all levels of the Enterprise including attorneys, investment professionals, and other members of ERM

Investment Associate Resume Examples & Samples

Providing market risk inputs (e.g. market shocks and economic assumptions) for various risk and capital frameworks
Maintaining market data (interest rate, spread, currency, and equity) and reviewing/refining data sources
Generating real-world market scenarios using a third-party vendor tool
Enhancing the Companys risk-adjusted capital methodology to address emerging risks, changing market conditions, and evolving regulatory environment; this includes quantification, evaluation, and communication of the impact of these enhancements on the capital and risk metrics
Creating and maintaining appropriate documentation for new/existing processes as well as writing white papers on market risk methodologies
Performing other special projects as needed
Bachelors degree in technical discipline, Graduate degrees, or actuarial/risk management designations (ASA/FSA/PRM/FRM) preferred
At least three years of experience in insurance companies, consulting firms, and banks with proven analytical and research skills
Understanding of fixed income markets, derivatives, and asset liability management is important
Familiarity with market data vendor systems (Bloomberg and Barclay Capital) and risk management systems (e.g. QRM and Barrie & Hibbert ESG) preferred
Demonstrated effectiveness working independently and in multi-disciplinary teams in a dynamic environment

Investment Associate 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
Strong accounting and financial modeling skills
A demonstrated ability to write effectively
A desire to work in a team environment, often under pressure

Trust Investment Associate Resume Examples & Samples

B.S. or B.A. in finance or related field
Minimum 1 year experience in the financial services industry, 3 or more years preferred. Experience with Trust Fiduciary standards a plus
CIMA, AIF, CFA or CFP certifications a plus
Proficient in Microsoft Outlook and Microsoft Office Suite including Word, Excel and PowerPoint
Effective communication skills and ability to relay information well in both written and verbal form
Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals
Ability to use solid logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly
Ability to combine pieces of information to form general rules or conclusions

Investment Associate Resume Examples & Samples

Some understanding of the stock market, investments and retirement plans
Some knowledge of fixed income products, equities, mutual funds, insurance and annuities
Series 7 or obtain within 3 months of employement
Series 63 or obtain this within 3 months of employement (or the equivalent of a Series 66 may be required pursuant to regulations)

Senior Investment Associate Resume Examples & Samples

5) Help improve overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client needs/concerns to other Northern Trust partners
6) Cultivate strong working relationships with client contacts. Demonstrate the ability to add value by anticipating possible solutions and partnering with client to implement same
7) Support sales and marketing efforts. Analyze and assist in preparation of sales materials for new business presentations
8) Work closely with internal partners (manager and equity investment research, fixed income, trading, performance analysis) to assist the portfolio manager in making investment decisions and responding to client needs and requests
9) Complete special investment projects assigned by portfolio managers to assist the FIA practice in analyzing investment products, service alternatives, financial trends, etc
10) Build investment skills and knowledge base through on-the-job training and participation in company and industry investment training programs. FIA Investment Associates will be encouraged to pursue investment certifications – CFA, CIMA, etc
2-3 years of investment experience preferably in a role supporting Portfolio Managers

Scotiamcleod Investment Associate Resume Examples & Samples

Generate sales or revenue by
Identifying new business opportunities to gather additional assets and/or increase revenue
Having targeted revenue levels for a segment of the book
Utilizing an in-depth knowledge of products and services to identify new opportunities within the existing client base
Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels
Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives
Managing the execution of transactions on behalf of the Advisor
Preparing, analyzing, and presenting reports and recommendations to clients
Developing financial plans, independently or with the Advisor
Working with the Advisor to develop and distribute client communication and marketing pieces
Providing recommendations to Advisor for improvement of team business processes
Working closely with Team of Experts
Coordination and execution of business development by
Assisting Advisor in development, preparation and presentation of annual business plan
Managing marketing programs, including development, approvals and implementation
Prospecting and follow up on leads
Developing content and maintaining Advisor website
5 years of Industry Experience
Ability to meet deadlines

Investment Associate Resume Examples & Samples

Complete all applicable trainings and assist in training and development of other client service associates or officers
Provide client service support by accepting and placing orders upon client requests
Provide client operational service support in regards to documentation and processing needs
Must have learned knowledge of all systems and applications that support operational client service needs
Liaison with clients/IC's/Bankers to discuss their investments as they fit with their financial goals
Have a solid understanding of Business goals to assist in development of the Private Branch
May be appointed as branch office coordinator for delegated functions, projects, and responsibilities
May initiate and conduct client meetings (in coordination with IC/Banker)
Assists FA in developing overall business plan and investment strategies by independently targeting prospective clients and independently planning and preparing the content of meetings
Executes according to these strategies to achieve desired results, i.e., to increase client base, gross production, assets, etc., using sound judgment and discretion
Proactively develops, utilizes, and implements technology into the team's business plan
Maintains relations with new corporate clients
Assists clients with market and stock research with discretion
Initiates, organizes, promotes and set up meetings for clients and prospects
Undergraduate degree required, Advanced degree preferred
Minimum of 3+ years financial services experience, preferably in Wealth Management
Series 7 & 63/65 or 66 registration preferred; if hired without licenses, must obtain within 90 days Knowledge of investment and banking products, policies & procedures is required
Strong client service and technical skills (MS Word & Excel)
Bilingual required – Portuguese strongly recommended

Investment Associate Resume Examples & Samples

Bachelor's degree or equivalent training and/or work experience
Minimum one year of trust/financial planning or related experience with client contact
This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook, etc) and able to rapidly learn new software applications
Two years of trust experience
Experience dealing with high net worth clients

Investment Associate Resume Examples & Samples

3 + years of investment banking or private equity experience
Strong analytical skillset coupled with the ability to clearly present finding
Strong excel experience
Cross sector experience preferred

International Trade & Investment Associate Wanted Resume Examples & Samples

At least 3 years’ solid experience in international law
Ideal candidate will have substantive experience in economic sanctions, export controls (ITAR and EAR), and CFIUS
Experience in anti-corruption and anti-money laundering compliance is also a plus

Investment Associate Resume Examples & Samples

Compliance experience
Customer contact experience, with an intermediate proficiency in managing various situations/issues with customers
PC skills- Proficiency in Word and Excel required, Powerpoint and Access a plus
At least one year of financial product sales /service experience required
At least two years of sales and client management experience
Demonstrated client retention skills
College Degree Preferred
Licenses/Certifications: FINRA Series 7, 66 required(Candidates without Series 7 & 66 Licenses may be considered with the approval of the Regional Sales Director. Accepted candidates must obtain these licenses within 90 days of their date of hire)
Appropriate State(s) Life & Health Insurance License(s)

Senior Investment Associate Resume Examples & Samples

Provide analytic and programming support for the development, maintenance, and enhancement of models used in investment management
Provide analytical and programming support for portfolio management and investment-related research
Assist Portfolio Managers with implementation and execution of all dimensions of the investment process
Provide analytic support for client-related presentations and research
Develop and maintain performance attribution reports for investment portfolios. Assist in the development of written pieces explaining relative performance to clients
Develop and maintain risk management reports for portfolio management
Develop and maintain various statistical analysis for use in portfolio management
Provide analytic and programming support for measuring and managing transactions costs
Participate in QMA research seminars
Participate in internal and external investment meetings
One to three years work experience in a related field is desirable, but not required
Individual should have an MBA or a Masters in Finance or Economics. Candidates with a Ph.D. are also encouraged as the positions have substantial opportunity for expanded responsibilities
There should be strong evidence of outstanding academic achievement
Strong quantitative skills and extensive knowledge of robust programming methods and performance optimization
Strong understanding of data structures and algorithms
Advanced knowledge of databases, including design, normalization, and query optimization
Foundation in investments, economics, and statistics is also important Excellent verbal and written communication skills desired
Most importantly, strong interpersonal skills, with desire to work as part of a team, are crucial

Alternative Investment Associate Resume Examples & Samples

Develop and continue to build out a database and metrics for non-standard portfolio investments, including asset backed securities, private placements and real-estate based assets
Service internally structured credit deals: liaise with front end deal team, legal, and external parties in order to assist with product onboarding, and provide Servicing level info to internal departments
Bachelor’s degree required, CPA or CAIA is strongly preferred
3-5 years of relevant experience
Trustee or Custodial Prime Brokerage experience is also highly desirable

Global Investment Associate Resume Examples & Samples

Hedge funds, private equity and alternative investments
Sales strategies including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Fixed income, equity, FX, and derivatives trading
Economic policy analysis and industrial/sectorial analysis, and its direct and indirect impact to markets
Conducting operations within FINRA and other regulatory agency guidelines and requirements
Analyzing the impact of specific financial instruments like currencies and fixed income, and how they can complement allocations for Latin American clients
Working with economic environments and trends in Latin America to advise clients on how global macro trends affect their asset allocation, investment goals and risk profile

Investment Associate Resume Examples & Samples

Collaborate with portfolio manager in the development of asset-liability management oriented investment policies and portfolio strategies that satisfy the businesss multiple objectives and constraints, including: investment income requirements, tolerance for financial statement volatility, RAROC, economic risk of loss, and returns on economic capital
Support the portfolio manager in constructing and implementing investment plans including development and monitoring of derivative strategies
Develop/apply analysis and reporting tools for evaluating investment activities in the context of financial and economic frameworks. Assessing portfolio investment performance and analyzing the drivers of results
Manage and support special projects on portfolio management-related issues such as building and supporting liability models, developing product hedging strategies, evaluating suitability and relative attractiveness of potential investment initiatives, and analyzing new business opportunities
Coordinate and partner with other insurance business functional representatives, and corporate functions (e.g., Enterprise Risk Management, Corporate Actuarial, Treasurers Department, and Finance) in addressing issues impacting the portfolios
Serve as team lead managing an investment analyst
Very strong analytic and quantitative skills. MBA degree or candidate strongly preferred, and CFA charter a plus
5-7 years of prior investment experience required
Knowledge of investment/asset allocation theory and fixed income mathematics
Proficiency in Excel-based modeling (experience with VBA, MATLAB, or C++ is a plus)
Strong interpersonal skills, clear communication skills, and the desire and ability to work with business partners of different backgrounds

Investment Associate, Asset Management Resume Examples & Samples

Negotiate contracts with property management and leasing firms
Negotiate leases as appropriate
Prepare and/or review periodic internal reports prepared and respond to information requests from the home office
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
Bachelors degree in real estate, finance or related field required; Masters degree preferred
Candidates must have at least 2 years of experience in real estate investment management or related experience in financial services
Experience working across different property types (office, multi-family, retail, etc) is a plus
Understanding of real estate agreements including leases, purchase and sale agreements, management and leasing agreements, partnership agreements and loan agreements
Knowledge of west coast real estate markets; specific knowledge of Southern California markets is a plus
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
Understanding of transaction due diligence process
Ability to use financial and valuation software including Word, Excel, Argus and Resolve
Ability to perform market research
Strong interpersonal, communication and presentation skills
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

Investment Associate Resume Examples & Samples

Produce monthly and quarterly client reports inclusive of quantitative and qualitative data
Write quarterly commentary on existing investments using manager letters, performance information and meeting notes
Provide analytical performance reconciliation and reports while working closely with the appropriate team member to interpret the performance data
Liaise with Performance department, Custody, and Client Service Administrators to ensure portfolios are properly set up for performance measurement and transactions are captured accurately on the firm’s accounting system
Perform due diligence on external and affiliated investment managers, including traditional and alternative asset classes while providing manager research support for the team by gathering and monitoring quantitative and qualitative data on manager recommendations through a variety of sources
Develop and maintain internal research reports and recommendation profiles, capturing quantitative and qualitative performance metrics, investment strategies and other relevant information
Develop and define input/output for the team’s web-based alternative investment analytical system
Perform asset allocation analysis for current and prospective clients while working with other internal departments on asset allocation requests. Provide information to senior team members and help monitor portfolio asset allocation versus the client’s stated investment objectives and asset allocation guidelines
Provide cash flow analysis and wealth projections as needed for Advisory clients. Maintain awareness of client account activity (withdrawals, income sources, etc.)
Enter and execute mutual fund and ETF trades while allocating the trades based on recommendations approved by the client
Provide administrative support and respond to client requests as they arise
Bachelor’s degree in Finance, Business, Mathematics, or Economics
1-3 years of work experience within the finance industry, preferably within manager due diligence
Strong analytical skills and attention to detail required
Strong communication skills, both written and verbal, with the ability to write client/portfolio commentary
Proficient with MS Office applications, especially Excel
Factset, Morningstar Principia, Caissa and Charles River experience a plus

Investment Associate Enterprise Risk Methodology & Analytics Resume Examples & Samples

Stress testing experience at an insurance company would be beneficial
Strong educational background in a quantitative discipline. ASA would be an advantage
Computer programming ability would be a benefit

Investment Associate / Actuarial, Manager Resume Examples & Samples

Asset Adequacy Testing & Risk Based Capital
Statutory Reporting
Asset Cash Flow Production
Statutory Standards and Governance
Emerging Regulatory Issues
Develop expertise in the assets that Prudential invests in and the creation of expected cash flows for those assets
Develop expertise in using the BondEdge vendor system. Participate in CASO's projects to enhance the asset cash flow process. This will include partnering with the technology area to develop a more robust modeling process and infrastructure
Collaborate with members of investment reporting and other investment areas
Learn the asset cash flow needs for each of the cash flow testing processes
Maintain a list of modeling issues. Work with the software vendor and/or data providers to resolve those issues
Research and test different asset valuation systems
Assist in the development of economic assumptions for actuarial calculations
Prepare thorough documentation of all work performed
Minimum 4 years Bachelor degree in Mathematics, Finance or other quantitative field
Minimum 3 years of work experience in a field such as statistics, economics, business finance, investment or other quantitative field
Strong computer skills with Excel/Word/Access. SQL, VBA or any computer programming experience is preferred
Asset modeling knowledge (knowledge of debt and equity security terms and valuation)
Solid verbal and written communication skills and the ability to collaborate with a broad variety of people
Experience with BondEdge, QRM, FactSet or any asset valuation system is preferred
System conversion experience is preferred
Derivative knowledge is a plus
Advanced degree in Mathematics, Finance or other quantitative field is a plus
CFA or any business related designation is a plus
Knowledge of insurance products is a plus
Drive to learn and stay current with new technologies is a plus

Investment Associate, Market Risk Management Resume Examples & Samples

Performing technical analysis of new business, hedging and other initiatives in order to support the Risk Identification & Assessment team
Qualitative and quantitative assessment (including, where relevant, the development of challenge models) of risk measures,
Bachelors degree in Mathematics, Finance, Economics, Engineering or another heavily quantitative discipline
2-4 years of experiences in insurance companies, consulting firms, and/or investment banks
Proven analytical and research skills with extensive, hands-on actuarial and capital markets modeling experience in complex actuarial and financial analysis, fixed income markets, derivative modeling and/or portfolio asset liability management
Extensive experiences with insurance and annuity products are definite plus
Deep knowledge of statutory/GAAP accounting and actuarial valuation frameworks, together with market valuation and market factor sensitivity calculations for a broad range of asset and derivative instruments, including embedded derivatives in the insurance product portfolios, is highly desirable

Investment Associate for Baam Ventures Resume Examples & Samples

Financial analysis and modeling
Investment research
3-10 years’ experience as an analyst at a hedge fund/asset manager or investment bank research department
Strong financial modeling skills and the ability to deconstruct a company’s financials
Sophisticated understanding of markets, instruments, and approaches within a strategy

Investment Associate, Citi Private Bank Resume Examples & Samples

CFA or CIM designation is required, as is the ability to be registered as an Advising Representative by the local securities regulator
At least 5 years of prior professional experience or related occupation
Ability to build strong relationships with product and other partners across the firm
Excellent written and communication skills

Investment Associate Resume Examples & Samples

Develop an independent, value-added perspective on investment discussions
Assistance in the execution of transactions
Cultivate a book of manager contacts for ongoing coverage
Communications with portfolio company senior management
3-4 years’ total experience and ideally including experience from an Investment Banking or Leverage Finance banking program
A desire to work in a team environment often under pressure
An ability to manage ad hoc projects independently and to completion

Investment Associate, Centralized Resume Examples & Samples

Contacting KIS clients for review of accounts and issue resolution
Project involvement and/or assignments from management as required
Industry experience including but not limited to Corporate actions, 1099, statement and cost basis research, collections, New Account Process, Legal and Annuity documentation requirements
Retirement accounts including contribution, distributions and RMD calculations. Securities, Bonds, Annuity in addition to Mutual Fund classes and fee structures
Series 7 and Series 63 required. Life & Health insurance license and Series 66 preferred
Strong written and verbal communication
Excellent customer service and analytical skills
Ability to recognize and understand client issues and develop appropriate responses and solutions

Principal Investment Associate Resume Examples & Samples

Souring mandates
Minimum 3 year experience Mega Banks, Japanese Securities, Big 4 audit firms, Global Investment Bank or Strategic Consulting firms
Junior Candidate with no more than 8 year working experience

Investment Associate Resume Examples & Samples

Participate in all aspects of the investment sourcing, underwriting and diligence process for primary fund and separate account investments
Work with operations, accounting, tax and legal departments as part of the investment due diligence and execution process
Work with portfolio manager to optimize Prudentials real estate portfolio
5+ years of prior investment experience
3 years prior experience in direct real estate investment and/or real estate fund investment
Solid verbal and written communications skills
Strong project management skills with ability to manage multiple projects simultaneously
MBA or equivalent degree preferred; emphasis on real estate a plus
CFA or CAIA a plus

Investment Associate Resume Examples & Samples

Collaborate effectively with relationship managers and client service teams to ensure consistency in investment implementation
Act as a resource consultant for relationship managers and client service teams to assist them with efficient and effective investment implementation and management
Review and ensure adequate documentation related to portfolio exceptions including concentrations, off-list holdings and unique assets
Ensure appropriate plans and timely implementation of the same for diversification of concentrations, off-list holdings and unique assets where appropriate
Work with business line management to identify investment implementation risks
Partner with enterprise support functions (Technology, Operations, Human Resources, Compliance) to develop, implement and maintain streamlined account investment management procedures
Report issues and findings to Office Heads and Senior Management
Work with Compliance, Risk Management and Internal Audit to remediate findings
Design and monitor controls and evaluate the effectiveness of such controls
Provide semi-annual reporting to AT Operating Committee and assessment of adherence to investment platform, concerns, emerging risks
Relationship Management and Client Service teams
Atlantic Trust Investment Team
CIBC Infrastructure partners (Technology, Operations, Compliance, Internal Audit, Risk Management)
Bachelor’s degree required, finance or related field preferred
5+ years experience in investment management, client management, compliance, audit or trust and account administration
An expanded knowledge of investment account administration, setting and implementing policies and procedures and fostering collaboration
Proficient with Microsoft Office and experience with multiple trust and investment management software applications
Strong team orientation, client service orientation, verbal and written communication skills, analytical and problem solving skills
Excellent judgment and ability to work independently

Stis Investment Associate Resume Examples & Samples

Series 65 or 66 license
3 years of experience in the financial services or securities industry
Fully proficient in all brokerage desktop tools & procedures
Series 7, 63 and 65 (or 66) licenses. Minimum 4 years of experience in the securities industry
3 years of direct experience
Sales related experience

Investment Associate Intern Resume Examples & Samples

Collaborate with portfolio managers to assess securities within investment objectives and fund restrictions for the Taxable, and at times for the Municipals, portfolios
Provides written investment recommendations for approval by the Global Liquidity Research Committee and
At times for the subsequent review by the Board of Trustees of the Invesco funds for inclusion on the various Approved Lists maintained by the Global Liquidity Research Department
Conducts ongoing and systematic financial review of all issuers and securities on the approved lists and prepares written watch or drop recommendations
Provide relative value recommendations on short-duration securities for inclusion in various ultra-short and short-duration portfolios
Communicates research information on current holdings to the portfolio managers, senior management, and the board of Trustees of the Invesco funds
Develops relationships with rating agency analysts to better understand their ratings process with the goal of better anticipating rating changes
Researches and studies industry information to build expertise in industry specialties and creates commentary from a top down perspective
Provides intra-company support in identification, evaluation, and monitoring of counterparty credit risk
A minimum of 1 - 3 years of experience in the financial services industry, specifically with emphasis on financial statement analysis, or an accounting or finance background, is required
Prior experience in portfolio management or credit analysis within the investment management industry, particularly within 2a-7 money market fund environment, is preferred
Must show the ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions, for up to 70% of the work time
Must exhibit appropriate software knowledge of Bloomberg and Windows-based applications, with expertise in Excel, PowerPoint, and Word
The ability to cooperate in a team environment is critical

Investment Associate Resume Examples & Samples

Two years experience in brokerage or financial services support role
Required Licenses: FINRA Series 7 & 63. Preferred Licenses: 65 or 66 and state life and health insurance license
Working knowledge of investment products
Demonstrated excellent organizational skills and a strong attention to detail
Excellent computer skills: Word, Excel, Power Point, email, internet savvy, etc
Quickly gain broad knowledge of clients and their needs
Demonstrated ability to develop trusted advisor relationships
Strong customer service and analytical skills
Ability to use applicable equipment, which may include: PC Microsoft Office (including Word, Excel, etc.), Desktop, etc

Investment Associate Resume Examples & Samples

Research asset class and sector relative value opportunities from a qualitative and quantitative perspective
Due diligence work on evaluating opportunistic transactions which can be thematically-driven and provide attractive risk-adjusted returns
Analyze active risk management strategies
Macro economy and the capital market surveillance which also includes input from PIM asset management units, investment banks, and external asset managers
Use market information to formulate investment view and support PSG Capital Market Update (published bi-weekly)
Asset Management Unit liaison role which includes discussing investment opportunities, review market trends, and help resolve portfolio issues
An undergraduate degree in a highly quantitative discipline such as statistics, mathematics, business, engineering, economics, computer science, finance or a similar quantitative subject area
Ability to develop complex data models in Excel
Strong 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
Strong mathematics/finance background
MBA and/or CFA
Insurance company asset-liability experience or actuarial skills are highly desirable

Music Row Investment Associate Resume Examples & Samples

Series 7, 63 and 65 (or 66) licenses. (or ability to obtain them within the required period)
4 years professional administrative experience, including 1 year of experience in the securities industry
Strong customer service and communication skills
3 years experience in the financial services or securities industry
Life and Health Insurance license

LFG Investment Associate Resume Examples & Samples

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

Investment Associate Resume Examples & Samples

Deal sourcing & screening
Industry and competitor reviews
Portfolio / fund analysis
Supporting other operational activities including marketing, portfolio administration, and contact management
Solid knowledge of fintech and related sectors
Have exceptionally strong analytic skills to put large amounts of information into context
Ability to work within an environment that deals with complex / ambiguous problems
Self-starter, able to initiate projects and work independently
Empathy, patience and a natural ability to believe what others don't
Bachelor's degree in mathematics, statistics, finance, economics, or accounting

Investment Associate Resume Examples & Samples

Perform marketing related activities to promote business growth
Cross train and back up on various functions within the Service and Support teams
High School Degree or equivalent required. College Degree in Business or Finance preferred
Demonstrate excellent organizational skills and a strong attention to detail

Investment Associate Latam Resume Examples & Samples

1) Monitoring of capital markets and managed investments position
Capital Markets: follows all open structured notes and monitor the KI and KO levels as well as auto call dates and levels. Looks at new structures to replace those maturing or being called. As such, it is expect to interact with the capital markets desk
Managed Investments: Assists to managers and product calls and update the IC and Banker teams on the products through bullet points write ups. It is expected from the IC support to interact with the managed investments hub
2) IC Travel
Good experience in analyzing, interpreting and managing quantitative data
The incumbent ideally has some prior market knowledge/experience within either: Equities, Fixed Income, Capital Markets or Alternatives
Fluent in English and Spanish, Portuguese a plus
Ability to communicate effectively with co-workers and clients
Successful team worker with ability to work individually
Pro-active service attitude and self-motivated
Ability to tackle changes in a constructive manner
Highly motivated and self-starter
Good organizational skills, ability to work under pressure and prioritize within tight deadlines
Proficiency of Microsoft applications (Word, Excel and PowerPoint) as well as Bloomberg
User knowledge of Citi developed applications
University degree or equivalent in related discipline (e.g. Finance, Economy, Business Administration)
Master degree or CFA a plus

Investment Associate Resume Examples & Samples

Research and resolve account / operational investment discrepancies
Work diligently toward mitigating losses due to error, being mindful of possible contingencies
Continue to develop fundamental investment knowledge, either through on the job training, online Northern educational seminars, formal graduate program or pursuance of the CFA designation or CFP® certification
Refinement of knowledge of investment strategies and instruments through continual contact with Northern Trust investment research areas and other industry professionals
Knowledge of investment, economic and financial principles, acquired through completion of a formal degree program, while maintaining a 3.00 or higher GPA, is required for this position
Securities / investment industry knowledge
Analytical skills, problem solving skills, intellectual curiosity, ability to work closely within a team framework, and excellence in execution are essential to be successful in this role, which may lead, over a period of time, to portfolio manager responsibilities
Additional skills which are desirable for this position are the ability to handle multiple tasks, adjust to competing priorities as needed, and timely completion of assignments

Investment Associate, Modeling & Analysis Resume Examples & Samples

Bachelors degree in quantitative field
2-5 years of relevant work experience
Expertise in Excel, SQL, and programming languages such as Python
Experience with financial data and models. Credit experience desired

Buy Out Investment Associate to VP Resume Examples & Samples

Perform Execution work in Buy Out Investment Transactions
Create financial models
Solid track record in Investment Bank , Strategic Consulting or PE Fund in Japan
Junior Candidate with no more than 7 year working experience
PE Fund experience

Investment Associate, Client Services Resume Examples & Samples

Provide day to day support to current and prospective clients for the core plus and value add funds
Coordinate regular client reporting and prepare responses to ad-hoc client requests
Compile responses to RFPs, RFIs, DDQs and other client inquiries
Assist in the development of client presentations and pitch books in support of all client service, relationship management and business development efforts
Coordinate responses to client requests across portfolio management, business development, marketing communications, investor services and other functional groups
Provide support for the compilation of quarterly fund analytics
Minimum of 3 years experience in client services, investor relations or related function within or supporting the investment management industry; experience in real estate preferred
A high degree of professionalism and strong work ethic
Excellent writing and project management skills
Technologically savvy
Excellent multi-tasking capabilities
Strong initiative, good judgment, and attention to detail
Positive, "can-do" approach to work
Discretion required in handling highly sensitive and confidential information
High level of proficiency with software programs such as Microsoft Word, Excel and PowerPoint
Ability to compose routine letters and emails
Flexibility to work overtime if necessary

Investment Associate Upstream Oil & Gas Resume Examples & Samples

Minimum of 4 years as analyst/associate at a private equity firm, investment bank, or endowment/foundation with direct investment platform
Experience in upstream oil & gas investing
The ability to interact with portfolio companies and investment partners
Solid analytical and quantitative skills with strong attention to detail
Strong Excel and PowerPoint skills
Intelligent, analytical, collaborative, self-aware, confident and comfortable with ambiguity
Flexibility for travel
BA/BS degree with MBA and/or CFA

Investment Associate Located Resume Examples & Samples

Develop strong networks and source investment opportunities relevant for LGT IV
Get involved in the deal at an early stage and support the senior team in investment analysis with industry/ market research, site visits, management discussions, review of business plan and financial statements, valuation, commercial negotiations, deal structuring and legal documents
Prepare documents for internal discussions and presentation to the Investment Committee
Actively support lead Investment manager and provide strategic inputs based on analysis of operational and financial information received from portfolio companies
Review the monthly MIS from portfolio companies and prepare status reports for LGT IV Board
Multi-tasker with excellent research and analytical skills, both qualitative and quantitative, that can be applied to evaluation of business models
Strong quantitative skills to develop and review financial models and other financial information
Self-starter, keen to work independently with limited supervision
Excellent written and oral

Investment Associate Resume Samples

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