Investment Management Division Resume Samples
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Investment Management Division Resume Samples
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JT
J Tremblay
Jake
Tremblay
964 Daugherty Burgs
Dallas
TX
+1 (555) 551 8575
964 Daugherty Burgs
Dallas
TX
Phone
p
+1 (555) 551 8575
Experience
Experience
San Francisco, CA
Investment Management Division
San Francisco, CA
Parker-Cartwright
San Francisco, CA
Investment Management Division
- Assist the PWM Management team in event management
- Assists teams in subscribing hedge funds, private equity funds and Goldman Sachs Asset Management (GSAM) funds
- Develop and manage relationships with wealthy individuals and family groups by advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments
- Manage and maintain an accurate and timely deal pipeline and associated performance metrics
- Proactively service our clients to resolve a broad range of investment-related and operational queries, coordinating internally all aspects of servicing their existing mandates, including any changes to investment guidelines or contracts
- Partnering with product development colleagues and other key stakeholder group to develop new product ideas from both an investment and client perspective
- Developing new product proposals for senior management and relevant internal committee reviews
Phoenix, AZ
Investment Management Division Product Control
Phoenix, AZ
Toy Group
Phoenix, AZ
Investment Management Division Product Control
- A team player taking initiative to work in supporting roles
- Interact with other departments to plan non-standard booking patterns
- Ensure data integrity through reconciliations reports, independent price verifications, and signing off on valuation before issued to investors
- Prepare reports / analyze daily P&L for valuations
- Fluency in English and Japanese
- Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
- Project Management - Work on various team-related strategic projects (e.g., product development, campaign initiatives, IT systems)
present
Houston, TX
Finance Investment Management Division Fund Controllers Analyst
Houston, TX
Hahn LLC
present
Houston, TX
Finance Investment Management Division Fund Controllers Analyst
present
- Review performance of funds in cooperation with the respective fund manager to ascertain there are no irregularities
- Support the asset management division with regards to real estate business
- Make sure that dividend payouts from funds are properly calculated
- Take part in projects that will involve the launching, restructuring and termination of funds
- In charge of preparation of financial reports to investors and regulators alike
- Previous knowledge of financial markets
- Work with product management teams to create materials used in new business pitches and client reviews
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
Florida International University
Bachelor’s Degree in Integrity
Skills
Skills
- Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation
- Either a recent graduate of a quantitative discipline, or someone with experience working at analyst level within another financial institution (i.e. asset manager, hedge fund, investment bank etc)
- Excellent interpersonal skills and ability to build and foster a strong network of relationships
- Strong risk management mind-set with the ability to identify potential issues and propose thoughtful and appropriate solutions
- Quantitative orientation; finance and statistics knowledge. Comfortable working with data
- Highly motivated and team focused but able to work independently to solve problems
- Strong organizational skills and attention to detail
- Strong Organisational Skills & Attention to Detail
- Excellent interpersonal skills, team player and solid presentation skills
- Attention to detail plus excellent organisational skills
7 Investment Management Division resume templates
Read our complete resume writing guides
1
Investment Management Division Resume Examples & Samples
- Serve as a product management generalist across the Fundamental Equity platform
- Learn and communicate the Fundamental Equity Team’s investment philosophy, process, product positioning and current market trends to internal and external clients
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Update and maintain internal databases and portfolio repository platforms
- Work with product management teams to create materials used in new business pitches and client reviews
- Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and ad hoc projects
- Command of Japanese and English is a must
- Excellent communication skills in English, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
- Ability to handle multiple projects, deadlines, personalities, and broad based coverage
- Ability to work in a fast-paced, team-oriented environment
2
Returnship Investment Management Division Salt Lake City Resume Examples & Samples
- Strong leadership, communication and interpersonal skills
- Strong interest in the financial markets and good investment sense/commercial instinct
- Strong quantitative skills
- Creative approach to problem solving
3
Returnship Investment Management Division Resume Examples & Samples
- Strong analytical and organizational skills, entrepreneurial, creative thinker, detail-oriented
- Demonstrated interest in, and knowledge of, finance, economics and global capital markets
- Strong analytical, communication, and interpersonal skills
- Ability to work well under timeframe pressure
- Resourcefulness, energy, attention to detail, ability to multi-task in a fast-paced environment and proven leadership ability
4
Investment Management Division Resume Examples & Samples
- Work closely with the PWM Investment Professionals to advise clients on the best solutions to meet their immediate and long term borrowing needs
- Assist in the development of policies, procedures and underwriting guides for the products in scope
- Interact with the firm’s Credit department to provide comprehensive credit assessments of individuals and their related entities across a variety of transactions and make judgments with regard to acceptable levels of risk to be taken with each
- Grow the PWM International loan portfolio while achieving agreed profitability, risk and other strategic target
- Prepare credit approval memos, annual reviews, renewals and coordinate document preparation and closings
- Manage and maintain an accurate and timely deal pipeline and associated performance metrics
- Develop internal and external marketing material and perform training sessions for Investment Professionals
- Minimum of 15 years experience (ideally in Asset Management or Private Banking), of which 10 years experience should be in a similar Lending role to Private Clients within another global bank or market leading Private Bank
- Experience in both EMEA and US lending markets required
- Strong credit underwriting experience required. Knowledge of residential mortgages is preferable
- Experience developing new lending products and pursuing credit initiatives required
- Track record negotiating rates for debit interest, short rebate, and credit interest
- Demonstrable skills in accounting and business planning needed
- Good knowledge of all Private Wealth Management products and services
- Proven experience and successful track record in a sales role
- Entrepreneurial spirit and drive to be part of building a new product platform. The successful candidate will need to be flexible and able to adapt to change and new products, systems or methods
- Commercial attitude and experience in dealing with a demanding sales force and client base. Strong client service skills are essential
- Investment Advice Diploma (IAD) or Series 7 licenses are required
5
Investment Management Division Resume Examples & Samples
- Perform deep industry/sector and company analysis, and company due diligence
- Conduct independent valuation analyses and investment forecasting
- Closely follow company earnings announcements and their impact on the portfolio
- Interface with sell-side research and consultants
- Meet with company management teams
- Strong quantitative and finance skills (with an emphasis on equities valuation and corporate finance skills) essential
- Postgraduate studies in finance required
- Completion of the CFA (all 3 levels required)
- 3+ years fundamental investing/valuation background at a leading hedge fund required
- Financial and Valuation modelling from a hedge fund environment required
- Experience in equity, performing in-depth industry and company research across multiple sectors, with specific experience in Home Building (US), Pharma/Healthcare (US and UK) and Lodging (UK) essential
- Motivated, hardworking team player
6
Finance Investment Management Division Fund Controllers Analyst Resume Examples & Samples
- Make sure that dividend payouts from funds are properly calculated
- Take part in projects that will involve the launching, restructuring and termination of funds
- Review performance of funds in cooperation with the respective fund manager to ascertain there are no irregularities
- Support the asset management division with regards to real estate business
- In charge of preparation of financial reports to investors and regulators alike
- Previous knowledge of financial markets
- Experience in the use of the main Microsoft Office products (Outlook, Excel, Work, PowerPoint, etc.)
- Ability to negotiate appropriately and efficiently with all relevant internal and external stakeholders
- Qualifications such as CPA, CFA, CMA
- Qualifications as accountant
7
Investment Management Division Resume Examples & Samples
- Manage and expand relationships with transaction oriented PWM clients
- Generate opportunistic and long-term investment ideas across the capital structure
- Execute cross-asset class transactions through either trading systems or via other desks across the Firm
- Review and identify opportunities to partner with Private Wealth Advisors and co-cover client accounts
- Create and maintain investment modeling, structuring, and analytics
- Work closely on business development initiatives including establishing partnerships with business areas across PWM sales teams, trading desks, and other business partners
- Sales and/or trading experience in public capital markets required
- Demonstrated history of commercial prowess and success; creative and commercial orientation with commitment to helping build a new business and focus for MCG
- Excellent interpersonal and communication skills and a desire to work in a team-oriented environment
- Knowledge of a broad range of products across the capital structure, including bonds, equities, FX, commodities, derivatives and structured products
- Proficiency in Cantonese and Mandarin preferred
8
Investment Management Division Resume Examples & Samples
- Supporting senior sales members in managing client relationships
- Generating opportunistic and long-term cross capital structure investment ideas
- Investment modeling, structuring and analytics
- Executing cross capital structure trades through either desk trading systems or via other desks across the firm
- Writing market commentary and/or consolidating GS research views for both internal and external distribution
- Working with various internal research and strategy desks to gather the best ideas/views across the Firm
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Desire to work hard and develop capital markets acumen in a team environment
9
Investment Management Division Product Control Resume Examples & Samples
- Prepare reports / analyze daily P&L for valuations
- Ensure data integrity through reconciliations reports, independent price verifications, and signing off on valuation before issued to investors
- Communication skills to work with trading counterparts and resolving material derivative valuation differences
- Interact with other departments to plan non-standard booking patterns
- A team player taking initiative to work in supporting roles
- Be able to develop a solid understanding of the products and strategies used by portfolio managers
- Experienced in Microsoft Office application
- Minimal 3 years of experience in Product Control and/or Accounting/Auditing
- Fluency in English and Japanese
- CA, CPA, and/or CFA
10
Investment Management Division Resume Examples & Samples
- Identify new business opportunities
- Develop and manage relationships with wealthy individuals and family groups by advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments
- Work in conjunction with other divisions to access appropriate information and advise clients on investment opportunities
- Analyse client equity and fixed income portfolios
11
Investment Management Division Resume Examples & Samples
- Work with the sales team to develop deep relationships with key client’s and our target client base in order to understand the clients’ investment direction, providing advice and solutions to clients leveraging GSAM’s global resources and capabilities
- Assist with the implementation of strategic sales, marketing plans and portfolio manager visits in order to expand our business in Australia over the long term
- Act as a liaison point for GSAM, connecting our Australian institutional business with the rest of the firm not only in Australia but within GSAM regionally and globally
- Identify potential cross selling opportunities and to work effectively across other divisions in order to achieve common client goals
- Coordinate client Request for Proposal responses with the relevant teams and prepare presentation material pitch books by working closely with the internal teams (e.g. portfolio management team, product management team, client services team, compliance, legal etc)
- Solid financial services industry experience of at least 3-5 years and a good understanding of the superannuation industry
- Proven sales track record with over 3-5 years of sales experience preferred
- Demonstrated team-oriented approach to business
- Highly self-motivated in order to take our business to the next level
- Unwavering ethical standards
12
Investment Management Division Resume Examples & Samples
- Assist in the portfolio management of existing client portfolios involving areas such as portfolio construction, investment manager/vehicle selection, rebalancing and monitoring currency exposure
- Manage all operational aspects of client accounts, including trading, position reconciliation, capital calls, private equity events
- Executing and booking of trades in equities, bonds, mutual funds, derivatives & alternative investments, including hedge funds and private equity
- Ability to discuss the financial markets and investment portfolio with clients
- Oversee creation/maintenance of marketing materials, quarterly reviews, portfolio analytics and performance attribution
- Contribute to a range of PMG-specific projects related to new fund launches, building infrastructure, technology development and general policies / procedures
- Minimum of 5 years experience in an investment manager or private wealth role, ideally with experience as a portfolio manager or COO
- Extensive client-facing experience and knowledge of the various asset classes in a portfolio
- Ability to excel in a fast-paced, transaction-oriented environment
- Exercise good judgment and risk management
- Demonstrated solid commercial instincts and has a keen interest in the financial markets
- Strong combination of analytical, organization and interpersonal skills
- Ability to speak Chinese (Cantonese or Mandarin) is preferred
13
Investment Management Division Resume Examples & Samples
- Defining and implementing strategic initiatives to identify new businesses
- Thoroughly understanding the internal and external factors affecting the financial markets
- Understanding the business culture and developing strong relationships with high-net worth individual clients
- Adhering to strict regulatory guidelines defined by the Securities Regulatory Commission
- Designing and managing investment portfolios
- Marketing investment products and executing clients orders for local equity markets
- Providing periodical updates to clients with respect to market trends and account related information
- Execute equity, derivative, fixed income and fund trades
- Willing to travel frequently in the Asia region
- Proven leadership ability
- Record of academic excellence
- Demonstrated interest in and knowledge of finance, economics and global capital markets
- Possesses excellent interpersonal skills and desires to work in a team-oriented environment
- Has strong analytical and communication skills
- Attentive to details, coupled with the resourcefulness, energy and ability to multitask in a fast-paced environment
- Possesses knowledge on investment products including equities, derivatives, fixed income, bonds, warrants and mutual funds
14
Investment Management Division Resume Examples & Samples
- University degree holder
- Excellent interpersonal skills and a desire to work in a team-orientated environment
- Proven and relevant industry experience within the financial industry
- Strong entrepreneurial skills
- Creative thinking with good business acumen
- Commitment to the Asian region
- Resourceful, energetic, attentive to details and capable of multitasking in a fast paced environment
- Knowledge of an Asian language preferred
15
Investment Management Division Resume Examples & Samples
- Assisting in the provision of advice to investment professionals on all aspects of the client relationship, from pitches through to the structuring of accounts and account opening procedures, negotiation of account documentation and investment restrictions, support on transaction-specific questions, margin and risk management processes and new products
- Reviewing regulatory changes and policy developments – analysing the impact of new regulations, and assisting the PWM Legal team and PWM Compliance to introduce new policies in response to new regulation/legislation and revise current policies to meet the needs of the business
- Assisting in the provision of advice to PWM product specialists on all aspects of product development, documentation and trading, particularly focused on structured products and derivatives and managing execution of deals/product implementation, either independently or in conjunction with the PWM legal team and outside counsel
- Liaising with other lawyers in the Legal department in London and globally in relation to specific product or other issues, including derivatives, equity capital markets, employment and litigation
- Coordinating with outside counsel on a broad range of cross border jurisdictional issues, including licensing and selling restrictions, and enforceability of collateral arrangements
- Commitment to Excellence
- Commitment to Developing Own Expertise
- Commitment to Quality and Control
- Professionalism and Composure Under Pressure
- Client Oriented
- Strong Written & Verbal Communication Skills
- Strong Organisational Skills & Attention to Detail
16
Investment Management Division Resume Examples & Samples
- Support the day-to-day needs of an Insurance sales team to win new business and retain existing assets
- Work closely with senior team members to execute business development efforts by coordinating prospect pitches, product presentations, requests for proposals (RFPs) and identifying new business opportunities
- Manage, enhance and develop existing client relationships and ensure all client needs are met
- Develop and execute a strategic plan for each client, which outlines cross selling opportunities, a service plan and specific deliverables
- Ensure all recurring and bespoke client requests are met on a timely basis
- Assist with the coordination of all client account maintenance items (e.g., cash flows, account updates, guideline changes, client organizational changes, etc.)
- Work with Portfolio / Product Manager(s) to prepare and review materials for portfolio review meetings
- Identify and escalate any sensitive client issues to senior team members; coordinate a timely response to the client
- Coordinate with key stakeholders across the Division, including Portfolio Managers, Operations, Compliance, Legal, Technology and Product Managers with a common goal of ensuring clients needs are met
- 2-3 years of work experience at an asset management firm or other financial services organization
- Basic knowledge of, and passion for, the asset management business and capital markets
- Highly organized with exceptional attention to detail and excellent follow-through
- Positive attitude and strong work ethic
- Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialog and interactions, and collaborate well with others internally to meet client needs
- Ability to work well in a fast-paced team environment
- Strong skills in MS Office (Excel, Powerpoint and Word)
- Undergraduate degree in business or finance related studies
17
Investment Management Division Resume Examples & Samples
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the Greater China Market
- Keep abreast of the latest events in the financial markets
- Analyze equity and fixed income portfolios for risk and return characteristics
- Execute client orders and assist in portfolio rebalancing
- Identify and qualify potential prospects to be solicited by Private Wealth Advisors
- Develop and prepare marketing presentations for prospects/clients that address equity, fixed income, and alternative investment components of asset allocation
- Research internal and external investment vehicles and trading ideas
- Work in conjunction with various product groups within and outside of the Investment Management Division to respond to client needs
- Relay GS research and market views to Private Wealth Advisors
- Provide general client service and team support
- Assist with trading and providing market information to clients
- Assists teams in subscribing hedge funds, private equity funds and Goldman Sachs Asset Management (GSAM) funds
- Strong interest in the financial markets and good investment sense / commercial instinct
- Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
- Proven experience within the private banking industry
- Entrepreneurial
- Creative thinker
- HK SFC paper 1 (must be obtained within first six months of employment)
18
Investment Management Division Resume Examples & Samples
- Serve as primary contact to GS employees in Asia ex-Japan for all account related issues
- Serve as a resources in terms of assisting with booking of transactions, orders executions, stocks transferring
- Plan and manage the new account documentation, opening and funding processes
- Process and reconcile daily trading related transactions to ensure completeness and accuracy
- Manage the ongoing processing of all transactions and ad-hoc requests
- Participate in group projects to improve quality and efficiency within the client services team
- Cover orders across Asia markets including Hong Kong, Singapore, China, Taiwan, Australia, as well as London and US
- A college or university degree with 3 years or more work experience
- Self-motivated and well organized
- Bloomberg or Reuters knowledge would be preferable
- Good telephone manner and a desire to work in a team-oriented environment
- Ability to work in fast-paced environment and think clearly under pressure
19
Investment Management Division Resume Examples & Samples
- Develop Product Knowledge - gain understanding of Fixed Income & Currency markets and develop product specialization: Money Markets, Municipals, Credit, Emerging Market Debt, Currency, and Hedge Funds
- Client Reporting - Take responsibility for the quality and timely delivery of client portfolio reviews and reports. Communicate investment strategy and portfolio positioning on a regular basis to internal and external clients
- Marketing - Assist in the writing of market reviews, performance commentary and market outlook for all fixed income and currency products, as well as updating of all marketing materials including bluebooks and strategy profiles
- Sales Support - Act as liaison between distribution channels and portfolio managers; assist in responding to queries from sales, provide internal training opportunities
- Desk Support - Assist portfolio managers on desk tasks, analysis and projects
- Business Development - Participate in the construction of marketing materials, new business pitches, and bespoke client studies. Assist in preparation of Request for Proposals
- Project Management - Work on various team-related strategic projects (e.g., product development, campaign initiatives, IT systems)
- Highly skilled analytically
- Enthusiasm for fixed income; prior Fixed Income experience a plus
- Excellent PowerPoint, Excel and Word proficiency
- Ability to multi-task and meet multiple deadlines
- CFA is a plus
20
Investment Management Division Resume Examples & Samples
- Provide administrative support to VPs in PWM Management team
- Provide support to all professionals in HK PWM on arranging courier services, restaurant and conference facilities reservations, inventory control of office supplies
- Assist the PWM Management team in event management
- Responsive and professional telephone answering, receiving and directing clients and visitors
- Various administrative tasks or ad hoc tasks
- 4-6 years relevant experience as assistant preferred
- Familiar with working environment in financial services industry with over 2 years of relevant industry experience preferred
- Excellent interpersonal and communication skills, fluency in written and spoken English & Chinese will be beneficial
- Experienced in Microsoft Office; Outlook, Word, Excel, PowerPoint
- Able to handle confidential information appropriately
- Highly organized and able to manage conflicting priorities
- Excellent attention to detail, proactive and efficient with the proven ability to take initiative
- Hardworking, demonstrated ability in good judgment and flexibility
- Driven to work in a fast paced, challenging environment
- Ability to multitask and to work well in an intense and busy environment
- Fast learner and motivated with a positive attitude
21
Investment Management Division Resume Examples & Samples
- Focus on research of the Australian equity markets
- Conduct independent research and interact with industry participants and management teams as part of the investment process
- Update and maintain price target and valuation screens
- Take an active role in team debates, as a presenter and a participant
- Participate in the construction of client portfolios
- Experience in equity markets, preference for 3yrs + on the buyside, however sell side and investment banking applicants will also be considered
- Strong numerical/accounting background – ideally able to comprehend financial statements, work with advanced Excel models, analyse financial data, conduct primary research, and identify new sources of information
- Demonstrate an understanding of company valuations
- Self-motivated, well-organised with a high level of attention to detail
- Relevant undergraduate degree
- Ability to handle multiple tasks, deadlines, personalities
- Preference (but not requirement) to have buyside experience
22
Investment Management Division Resume Examples & Samples
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Demonstrated interest in and knowledge of financial, economic and global capital markets
- Possess knowledge of investment products and be able to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds
- Strong client focus, business development and relationship management skills
- "HK SFC paper 1" license holder
23
Investment Management Division Resume Examples & Samples
- Analyzing credits for investment purposes (analysis might include financial modeling, accounting review, assessment of management’s communications, assessment of third-party research, and interrogation of management and sell-side analysts, among other research)
- Presenting a recommendation (buy / sell decisions) to Senior Portfolio Manager & Credit Analyst based on relative value / comparable company analysis (including assessing the relative value within capital structures and bond indentures)
- Performing ongoing due diligence and monitoring of portfolio positions and key credits, and communicating updates in a timely fashion to Senior Portfolio Manager & Credit Analyst (orally and in writing)
- Assisting in monitoring of macro sector trends and portfolio exposures
- Assisting in the creation of marketing materials and market update materials
- Credit generalist or experience across multiple sectors preferred (especially Financials, Industrial or Utilities)
- Minimum 3-5 years’ experience in credit analysis or a related discipline (accounting, banking, financial modeling)
- Monitoring of macro sector trends and portfolio exposures
- Strong financial modeling and analytical skills
- Strong communication skills (oral and written)
- Applicable bond or equity market experience
- Experience with international issuers
- Language skills are a plus
24
Investment Management Division Resume Examples & Samples
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
- Perform asset allocation for clients and prospects
- Act as the hub to other divisions of the firm to track portfolios and respond to client needs
- Assists teams in subscribing hedge funds, private equity funds and GSAM funds
- 3 to 6 years of relevant experience
- Strong organizational skills and attention to detail Knowledge of Microsoft Office software (Outlook, Excel and Word)
25
Investment Management Division Resume Examples & Samples
- Drive and complete a number of compliance requirements and control related functions
- Assist the teams with execution of trades (primarily in FX and Cash deposits)
- Assist teams in subscribing hedge funds, private equity funds and GSAM funds
- Assist on projects related to platform development and other infrastructure issues
- Partner with operations on all account opening / maintenance matters, including various remediation efforts
- 1 to 3 years of relevant experience
- Mandarin preferred
- CACS Paper 1 and Paper 2 (must be obtained within first six months of employment)
26
Investment Management Division Resume Examples & Samples
- Serve as a resources in terms of assisting with booking of transactions, orders executions, stock transferring
- A college or university degree with 2-3 years’ work experience
- Fluent in English, Mandarin and Cantonese
- HK SFC paper 1
27
Investment Management Division Resume Examples & Samples
- Manage existing client relationships, serving as their primary point of contact into GSAM
- Proactively service our clients to resolve a broad range of investment-related and operational queries, coordinating internally all aspects of servicing their existing mandates, including any changes to investment guidelines or contracts
- Coordinate and attend portfolio review discussions
- Help to grow the Swiss business through cross-selling and developing new client relationships
- Build strong relationships and interact with various GSAM teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, as well as other functions such as risk & performance, legal, compliance and operations, to provide solutions to client and prospect requests
- Keep up-to-date with GSAM’s investment strategies and the wider market
- Preference for a minimum of 3 years’ experience in a client-facing environment, preferably at an asset manager and with Swiss Institutional clients
- Solid understanding of financial markets and products
- Ability to communicate clearly and concisely, both externally and internally
- Ability to work effectively in a team, with excellent interpersonal skills
- Fluency in Swiss German and English, with French language skills an advantage
28
Investment Management Division Resume Examples & Samples
- Provides administrative support in a complex team environment
- Coordinates complex, senior-level internal conference calls
- Strong knowledge of general business, corporate and government cultures
- Comfortable working with people at all organizational levels
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Must be able to prioritize a variety of time-sensitive tasks
- Team player with a positive attitude
- Highest degree of integrity, professionalism, diplomacy and discretion required
29
Investment Management Division Resume Examples & Samples
- Coordinates senior-level internal conference calls
- Maintains detailed calendars and prioritizes meeting requests and related logistics
- Coordinates travel arrangements and processes team expense reports
- Coordinates with other administrative personnel across business
- Responsible for participation in general administrative duties (copying, scanning, archiving), ad-hoc projects, committees and or group events
30
Investment Management Division Resume Examples & Samples
- Provide advisory and transactional solutions for private wealth clients utilizing our robust execution platform featuring a multitude of global trading counterparties and issuers
- Assisting in monitoring of macro sector trends and their impact on fixed income markets, identify trading opportunities in the credit and rates space, propose hedges to bond investments
- Work in conjunction with fixed income trading, capital markets, research, and strategists to meet client needs and develop investment recommendations
- Work closely with our London and NY teams to ensure ideas reach the PWM franchise globally
- Serve as fixed income market professional to PWM Advisors and clients
- Work with Federation teams (operation, controllers, compliance etc) to ensure smooth settlements, risk monitoring and revenue recognition
- Educate PWM Advisors and clients on FICC products and opportunities
- Minimum of 5 years and above experience in Credit Sales / Trading across multiple sectors and regions preferred
- Experience in bond portfolio construction and management --- recommend switches, hedges etc
- Interest Rate Derivatives experience – structuring and pricing, OTC & securitized products would be an advantage
- Keen interest in the financial markets and has solid commercial instincts
- Good judgment and risk management
- Strong quantitative skills; comfortable working with complex, structured financial products
- Strong combination of analytical, organizational and interpersonal skills
- Strong client facing and presentation skills
- Fluent Mandarin required
31
Investment Management Division Resume Examples & Samples
- Coordinates complex senior-level internal conference calls
- Coordinates travel arrangements and processes high volume of T&E expense reports for the team
- Coordinates with other administrative personnel
- Onsite client & internal meeting coordination, logistical planning
- Processing of Sponsorship expenses
32
Investment Management Division Resume Examples & Samples
- Strong record of academic and professional achievement required
- Evidence of clear understanding of the role of a Private Wealth Advisor to ultra-high net worth clients
- Clear work experience that has demonstrated an ability to advise ultra-high net worth entrepreneurs and family offices or corporates on financial matters
- Knowledge of financial, economic and global capital markets as demonstrated by having worked or consulted for the financial services industry for 4+ years
- Completed Level I of the CFA program
- Region-specific knowledge pertaining to prospecting and building relationships with Latin American client base
- Previous experience working directly with an Argentinian client base
- Native fluency in Spanish
- Conversational fluency in Portuguese
- Ability to handle multiple tasks simultaneously and work under tight deadlines
- Highly motivated, reliable and accountable
- One who is able to prioritise in a fast moving, constantly changing environment
- Ability to work with a range of senior managers, peers and junior colleagues and build smooth working relationships
- Strong analytical and problem-solving skills with the ability to exercise sound and balanced judgment
33
Investment Management Division Aims Private Equity Investment Team Resume Examples & Samples
- Conduct due diligence and evaluate secondary private equity transactions, with a specific focus on asset-level valuation within portfolios; co-investment opportunities across a broad range of private equity deal types and sectors; and private equity managers for consideration as part of fund-of-funds and or separate account mandates
- Monitor the performance and risk profile of existing portfolio investments
- Minimum of 1-3 years of experience in Corporate Finance/M&A/Leverage Finance/Private Equity
- Excellent time, people and project management skills
- Ability to work effectively as part of a team
34
Investment Management Division Resume Examples & Samples
- Participating in end to end product design, development and launch process
- Partnering with product development colleagues and other key stakeholder group to develop new product ideas from both an investment and client perspective
- Developing new product proposals for senior management and relevant internal committee reviews
- Technical project management of new product launches, changes to existing funds as well as analysis and implementation of other product initiatives (working with other teams including Investment Teams, Sales and Distribution, Legal, Tax, Compliance, Fund Services, Finance, Operations)
- Participating in ongoing range management exercises
- Keeping abreast of major developments in the industry (i.e. regulations, tax, competition, etc.) that create new opportunities or challenges to our business
- Ongoing assessment and communication of GSAM’s product competitive positioning
- Preference for degree level education (or equivalent)
- CFA studies beneficial but not essential
- Preference for a minimum of 3 years investment industry experience ideally with some time spent in a product development role
- Knowledge of the European funds regulatory environment
- Familiarity with different asset classes and structuring of collective investment vehicles would also be beneficial
- Strong analytical and project management skills; ability to work under pressure and to meet demanding deadlines
- Creative, innovative, and proactive
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Investment Management Division Resume Examples & Samples
- Minimum of 1 year of relevant industry experience, preferably in a trading role
- Strong understanding of options and financial markets knowledge
- Strong, demonstrated attention to detail and organizational skills
- Proven ability to communicate effectively with traders, sales, as well as internal and external stakeholders
- Strong risk management mindset with the ability to identify potential issues and propose thoughtful and appropriate solutions
- Motivated team player who can contribute in a cohesive team environment
- Excellent Excel skills, preferably with VBA programing
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Investment Management Division Resume Examples & Samples
- Safeguard the reputation of the firm by controlling and supporting the trading divisions, as well as ensuring that they are in compliance with the firm’s policies and with the rules/regulations that govern global financial markets
- Understand fund structure under the GSAM business including Hedge funds, Mutual funds, Private Equity funds
- Review financial statements as per the US GAAP requirements for GSAM funds (as applicable)
- Application of regulatory reporting instructions including funds, portfolio, notionals for derivatives and perform related activities
- Identify and analyse best practices supporting broad regulatory reform (including Dodd Frank Act), functional accountabilities and enabling technologies
- Handle regulatory reporting requirements to SEC, Federal Reserve, CFTC, UK FCA (AIFMD) etc
- Handle reporting requirements to Senior Management
- Work closely with other divisions, including: Fund accounting, Valuation Oversight Team, Product Services, Operations, IT and Trading Divisions
- Work closely with fund administrators and auditors
- Qualified CA, CPA, CFA or MBA with adequate experience in financial services sector
- Work Experience: 2+ years’ (post qualification)
- Basic knowledge of financial statements preparation & review; USGAAP, IFRS knowledge and
- Experience of working on a SEC registered company/hedge fund is desirable
- Basic industry knowledge and strong accounting knowledge. Accounting knowledge of financial
- Able to grasp new concepts quickly and work in a team environment
- Self starter, inquisitive, enthusiastic with a strong analytical mind-set
- Able to handle multiple tasks and prioritize
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Investment Management Division Resume Examples & Samples
- Work Experience: 3+ years’ (post qualification)
- MS Office knowledge (Word, Excel) required
- Basic knowledge of financial statements preparation & review; USGAAP, IFRS knowledge and experience in co-ordinating with Big 4 accounting firms during audit cycle is desirable
- Basic industry knowledge and strong accounting knowledge. Accounting knowledge of financial products like Interest rate swaps, credit default swaps, currency options etc is a definite plus
- Strong analytical skills and detail oriented
- Excellent interpersonal, client relationship and communication (written and verbal) skills
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Investment Management Division Resume Examples & Samples
- Fluent language skills required in English with a strong preference for a French / Spanish or Portugese speaker
- Numerical skills
- Leadership skills and record of demonstrated achievement
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Investment Management Division Resume Examples & Samples
- Oversight and supervision of investor trade and transfer requests, cash/trade reconciliation and settlement, processed by the external TA vendor
- Interactive investor flow notification with the liquidity funds? portfolio management teams
- Co-ordination and execution of fund dividends and TA bank account related processes, such as bank charges, interest claims, commissions, tax payments and foreign exchanges
- Ongoing review and maintenance of internal policies and procedures with a view to increasing automation, scalability, and outsourcing of tasks to external vendors with appropriate controls and cost efficiencies
- Participate in ongoing TA vendor management program
- Automation and integration of trading, settlement, reporting and service solutions to investors, in conjunction with the distribution services team
- Implementation and maintenance of Distribution and Rebate agreements as well as the ongoing calculation of trailer and rebate fees, working closely with sales, legal and portfolio management teams
- Perform monthly or quarterly controls around the rebate and trailer processes with the aim of reducing errors and increasing accuracy, as well as continuing to improve existing controls and carrying out ad-hoc reviews as required
- Set up and maintenance of investor data for reporting to sales, controllers and management teams
- Co-ordination of new fund and share class launches and set-up on internal and external systems and platforms, working closely with distribution services, product development and the funds group teams
- Provision of management/board reporting, and information for ad-hoc management requests
- Required to work with senior members of the division and cover both day to day and project related tasks relevant to the activities mentioned in the summary above
- Bachelor?s degree with good academic record or equivalent gained through relevant work experience
- High level of accuracy and the ability to maintain this standard whilst under pressure from reporting deadlines
- Excellent communication, organisation, and multi-tasking skills with ability to set own priorities
- Highly motivated and team focused but able to work independently to solve problems
- Exposure to project based work, especially with thinking through and delivering policy and process improvements
- Knowledge of transfer agency function/workings
- Knowledge of offshore mutual fund transfer agent operations, processing, and compliance standards
- Knowledge of multi currency domestic/cross border payments
- Experience in the banking/asset management industry
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Investment Management Division Resume Examples & Samples
- Strong background in a quantitative discipline
- Programming expertise; ability to transform concepts and ideas into robust software
- Intelligence, creativity, and problem-solving skills
- A self-starter, ability to work independently as well as thrive in a team environment
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Investment Management Division Resume Examples & Samples
- Serve as a product expert on QIS investment products to both internal and external clients of the Division and Firm
- Work closely with sales force and prepare relevant marketing materials
- Analysis for funds and custom solutions including backtests, carve-outs and performance attribution
- Educate internal and external groups on focused products
- Devise detailed marketing campaigns
- Monitor feedback and highlight opportunities with persistent follow-up
- Work with investment and distribution team members to identify client solutions/products to market
- Conduct competitive analyses, peer group analyses and overall market research
- Either a recent graduate of a quantitative discipline, or someone with experience working at analyst level within another financial institution (i.e. asset manager, hedge fund, investment bank etc)
- Excellent verbal, presentation and written communication skills
- Quantitative orientation; finance and statistics knowledge. Comfortable working with data
- Detail orientation, organizational skills, initiative, motivation and a strong work ethic
- Data analysis skills
- Integrity and the ability to thrive in a team environment
- Strong PowerPoint and Excel skills
- Creativity and problem-solving skills
- Familiarity with equities
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Investment Management Division Resume Examples & Samples
- Identify client needs and suggest GSAM product offerings and marketing strategies
- Provide sales and marketing ideas to financial advisors to help strengthen our client relationships
- Establish, maintain and deepen relationships with clients (by phone and in person)
- Present to smaller and larger groups of advisors our GSAM product offering
- Keep up-to-date with the markets and GSAM products
- Fluent in German and English language (written and oral proficiency) essential
- Previous relevant experience in Asset Management ideally in a sales role
- University degree or equivalent combined with relevant financial service industry experience
- Excellent interpersonal skills, team player and solid presentation skills
- Motivated self-starter with strong work ethic
- Attention to detail plus excellent organisational skills
- Ability to maintain consistent travel schedule
