Investment Strategy Resume Samples

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TC
T Carter
Triston
Carter
6243 Ray Locks
Houston
TX
+1 (555) 491 1557
6243 Ray Locks
Houston
TX
Phone
p +1 (555) 491 1557
Experience Experience
Dallas, TX
Investment & Strategy Manager
Dallas, TX
Thompson Group
Dallas, TX
Investment & Strategy Manager
  • Overall process responsibility and project management
  • Strong communication and problem solving competences
  • Functional leading of the respective project teams
  • Company evaluation (DCF) and responsibility for conducting Due Diligences
  • Creation of business plans (including potential synergies)
  • Keen attention to detail; efficient and highly organized
  • Communication and coordination with several internal business functions (strategy, legal, finance & tax, HR)
New York, NY
Head of International Investment Strategy
New York, NY
Murazik-Torphy
New York, NY
Head of International Investment Strategy
  • Asset allocation strategy – working with PMs and clients to set tailored asset allocations to meet portfolio objectives
  • Portfolio risk management – head of the London portfolio risk management committee with responsibility for monitoring risks within client portfolios
  • International investment strategy reports – writing, in coordination with the broader OAAA and research teams, investment content for clients
  • Possesses high analytical expertise tempered by a strong relationship building mentality
  • London investment leadership – oversight and management of investment activities in London, including manager research
  • Is always a team player
  • Global investment strategy – working with the Head of Investments and team to develop house policy and asset allocations for US clients, with a particular focus on international perspectives
present
San Francisco, CA
Australian Head of Wealth Investment Strategy
San Francisco, CA
Schmidt-Cremin
present
San Francisco, CA
Australian Head of Wealth Investment Strategy
present
  • Provide feedback systems between Research Analysts and Financial Advisers to improve flow of information LI-JG1
  • Build portfolios across asset classes which outperform market benchmarks, and
  • Lead, develop and market of Morgan Stanley Investment Strategy
  • Provide concise and timely commentary on the dynamics of the investment markets for the retail client base
  • Build the profile of Morgan Stanley Investment Strategy with Private Wealth clients
  • Build and market model portfolios across investment classes
  • Lead the generation of reports including industry analysis assessment, company financials and share volatilities
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Oregon State University
Bachelor’s Degree in Finance
Skills Skills
  • Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
  • Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
  • Review managers' expense reports, verify expense documentation and submit to accounting for payment
  • Maintain department equipment (fax machines, copiers, printers, etc.)
  • Liaison for ordering and re-orders of all office supplies
  • Coordinate group coverage, i.e., vacations, training and temporary assistance
  • Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
  • Assist with overflow, special projects and day-to-day tasks
  • Deliver various materials to clients/bankers
  • Coordinate group coverage, i.e., meetings, lunch hours, vacations, training and temporary assistance
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15 Investment Strategy resume templates

1

Investment Strategy Resume Examples & Samples

  • Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
  • Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
  • Review managers' expense reports, verify expense documentation and submit to accounting for payment
  • Maintain department equipment (fax machines, copiers, printers, etc.)
  • Liaison for ordering and re-orders of all office supplies
  • Coordinate group coverage, i.e., vacations, training and temporary assistance
  • Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
  • Assist with overflow, special projects and day-to-day tasks
  • Deliver various materials to clients/bankers
  • Coordinate group coverage, i.e., meetings, lunch hours, vacations, training and temporary assistance
  • Receive all invoices from third parties and internal groups
  • Order and maintain department supplies and equipment
  • Minimum 3 years experience in a administrative role; Bachelor's Degree preferred
  • Excellent interpersonal skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Responsive and reliable
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
  • Experience in financial services or asset management industry preferred
2

Investment Strategy Group Resume Examples & Samples

  • Professional experience in equity research, either on the buy or sell side
  • Commitment to a career in investing
  • Advanced degree in finance or economics and/or CFA a plus
  • Excellent analytical/quantitative skills
3

Head of Investment Strategy Resume Examples & Samples

  • Manage a US Strategy Team of five equity beta strategists, reporting to Global Head of Index Strategy
  • Support the needs of internal and external clients for the index product including domestic, international and emerging market equities primarily for institutional channel and to a lesser extent the iShares channel
  • Provide advice, pricing and support for the US, Asian and European index channels
  • Develop new investment ideas and products
  • Devise and articulate reasoning for pricing of new business opportunities
  • Develop new product ideas – prior examples include Strategic Beta, Frontier Markets, and International Small Cap & REITs
  • Advise clients on all aspects of portfolio strategy including portfolio management, trading, transitions, securities lending
  • Develop and articulate the competitive landscape and develop key points of differentiation for BlackRock relative to
  • Develop articles for internal and external dissemination on topical investment issues
  • Understand index portfolio management techniques and articulate competitive advantage to clients
4

Research Analyst Global Investment Strategy Resume Examples & Samples

  • Demonstrate strong knowledge of awide variety of asset classes (stocks, bonds, commodities, derivatives, amongothers)
  • Perform complex financial analysis
  • Write regular reports on marketevents impacting different asset classes
  • Work with Senior Analysts to developkey themes
  • Develop databases integral to differentresearch products
  • Participateand contribute to client meetings and events
  • Closely follow and understand marketand industry
  • Seek out new,value-added, and/or unusual sources of information
  • Leverage our robust network ofindustry and internal analyst contacts
  • Interact regularly with clientsQualifications
  • The candidate MUST be able to thrive in a fast-paced and intenseenvironment
  • Major(s) and areas of academic excellence must include Finance
  • Along with Finance, should have basic understanding of economics,macroeconomic factors, international affairs, and policy/politics
  • Strong writing and spreadsheet skills. Must be an expert at MSWord and MS Excel
  • Must enjoy working in databases and websites, and doing desktopand field research
  • Must have excellent communication skills, written andverbal
  • Must have strong attention to detail, ability to multi-task
  • Must work well in a collaborative team environment
5

Investment Strategy Group Tactical Asset Allocation Resume Examples & Samples

  • 2 years of experience in investment banking or investment research
  • Outstanding analytical/quantitative skills
  • Excellent academic track record
  • Intellectual curiosity
6

Investment Strategy Group Fixed Income Specialist Resume Examples & Samples

  • Direct investment experience and commitment to a career in investing
  • Experience developing and defending investment ideas and/or macro views
  • Comfortable taking initiative and being resourceful/entrepreneurial
7

Director of Institutional Investment Strategy Resume Examples & Samples

  • In collaboration with the leadership within Investment Services & Strategy, contribute to the development of Investment Strategy for the Institutional business segment by incorporating Institutional client characteristics, current market conditions, market trends, economic projections and expected returns, make recommendations for asset class allocations as well as style and market capitalization weighting
  • Under the direction of the AMG’s Chief Investment Strategist, chair the Institutional Investment Policy committee (a sub-committee of the AMG Investment Policy Committee) and provides policy recommendations for the Institutional business segment
  • Member of the AMG Investment Policy Committee and contribute to the development of AMG Investment Policy recommendations as a member of the Investment and Portfolio Strategy team
  • Serve as a member of the Portfolio Construction Committee (PCC) with responsibility for structuring and monitoring model portfolios for all business segments
  • As a senior member of the Investment and Portfolio Strategy team, responsible for originating investment strategy research and development for all AMG Business Segments
  • Communicate Investment Policy Committee and Strategy team views to Institutional clients and prospects. This would include writing white papers, topical commentary and periodic pieces on investment themes for Institutional clients/prospects and verbal presentations
  • As a senior member of the Investment and Portfolio Strategy team serve as a leader in the research and development initiative to keep abreast of leading-edge investment topics, portfolio construction, asset classes and products to determine the business trend and provide recommendations to enhance the AMG business offerings
  • Consistently deliver excellent service to the Institutional segment in order to assist in achieving financial, client acquisition and other business goals. This includes participating in final presentations to prospects and supporting client retention efforts directly contributing to Institutional sales and AUM goals
  • Ensure compliance with all PNC policies and procedures
  • Bachelor’s degree is required; MBA, PhD and/or Chartered Financial Analyst (CFA) designation preferred
  • Minimum of ten years related experience in investment management with a wide range of experience and skills due to the scope of responsibilities
  • Experience with alternative investment and Institutional asset allocation preferred
  • Skills in various software and analysis tools like Excel, Bloomberg, Factset, SunGard APT, Morningstar Direct, MPI Stylus Pro, NuOpt
  • Proven investment analysis, portfolio construction and problem solving skills
  • Strong communication skills – both written and verbal
  • Ability to lead, motivate and gain consensus of investment professionals, team members and other stakeholders
  • Risk analysis and management skills both in terms of portfolio construction and fiduciary responsibilities, policies and procedures
  • Ability to work in a fast-paced high performance environment where market challenges and business segment changes may dictate shifting priorities; occasional travel involved
8

Investment Strategy Segment Management Consultant Resume Examples & Samples

  • Conduct strategic analysis of industry trends, competitive activities to facilitate the development of the business case for line of business’s high level priorities and initiatives
  • Work with professionals within lines of business to understand how IS&S services and solutions are being utilized
  • Help to lead and execute the strategic investment related project initiatives of the various business lines. Work within Investment Services and Strategy to help position and qualify the respective investment needs of the business units. Facilitate clear communication on the needs and priorities of the lines of business
  • Support the Director of Segment Management in driving more effective utilization of IS&S services and solutions
  • From the standpoint of IS&S, help to drive the strategic initiatives designed to address the needs and priorities of our lines of business and the services and solutions we provide to PNC clients
  • Bachelor’s degree with MBA and/or CFA preferred
  • 7 - 10 years’ experience in financial services industry, preferably in Asset Management. Relevant professional experience would include: investment advisory background in the Wealth Management, Ultra High Net Worth or Institutional channels; consulting background including experience in competitive and financial analysis; and project management background with the ability to define and present business case and manage projects from idea phase to execution
  • Expertise with regard to investment products (including PNC investment products); demonstrated technical investment knowledge
  • Strong presentation skills and ability to effectively communicate at all levels, internally and externally
  • Effective leadership and relationship management skills
  • Ability to listen and interpret, to obtain objective information, to provide insight and guidance to all of those with whom you interact
  • Extensive knowledge of the asset management business segments
9

GWM Investment Strategy Team-global Market Strategist Resume Examples & Samples

  • Participate with the Chief Strategist and the Global Investment Strategy team in driving strategic and tactical asset allocation decisions
  • Responsible for generating alpha across the firm’s discretionary global multi-asset client portfolios
  • Develop fundamental investment views across global markets
  • Strong background in global markets and global multi-asset allocation
  • Communicate effectively with the broader Investment Strategy team on market developments
  • Present to clients, banker teams and internal audiences on market views as well as investment process, portfolio positioning and performance
  • Parse complex tasks and juggle priorities in a highly dynamic, global, team environment
  • 10+ years experience in the investment management industry
  • Comprehensive knowledge and working experience of financial markets, including: equities, credit, commodities, foreign exchange, hedge funds, private equity and derivatives
  • In depth knowledge of fundamental market valuation, portfolio risk metrics and multi-asset allocation
  • Excellent client presentation skills and comfort level addressing groups of 20-200 people
  • Experience in a buy-side environment, acting as a fiduciary for clients
  • Masters degree and/or CFA required
  • Spanish fluency required and Portuguese preferred
10

Australian Head of Wealth Investment Strategy Resume Examples & Samples

  • Lead, develop and market of Morgan Stanley Investment Strategy
  • Build portfolios across asset classes which outperform market benchmarks, and
  • Act as a conduit between Financial Advisors and Morgan Stanley Institutional Research
  • Build the profile of Morgan Stanley Investment Strategy with Private Wealth clients
  • Actively promote the brand in the media, at industry conferences and internal seminars
  • Build and market model portfolios across investment classes
  • Provide concise and timely commentary on the dynamics of the investment markets for the retail client base
  • Lead the efficient collection of market intelligence, and adapt market information and institutional research to private client audience
  • Lead the generation of reports including industry analysis assessment, company financials and share volatilities
  • Prepare written material for event driven morning calls; respond to / analyse all relevant information
  • Conduct technical seminars and training sessions for Financial Advisers
  • Be the conduit between the Institutional research team and the WM platform
  • Deliver non-Australian research, strategy and advice to Financial Advisers where necessary
  • Provide feedback systems between Research Analysts and Financial Advisers to improve flow of information*LI-JG1
  • Technical ability to analyse industry groups and earnings reports
  • Well-developed editorial skills
  • Sound knowledge and understanding of both economic and financial market indicators
  • Ability to read and interpret financial statements and models
  • Proven judgment in the field of security analysis
  • Ability to make sound decisions based on earnings forecasts and industry trends
  • Detailed understanding of how the Morgan Stanley Wealth Management business fits within the Australian market and global operations
  • Good understanding of Private Client business models
  • Outstanding interpersonal, negotiation and relationship building skills
  • Experienced and confident to present internally, to clients, in the industry and the media
  • Ability to develop and manage others
  • Ability to fit into the highest quality corporate environment
  • Tertiary qualifications in an appropriate business related discipline (accounting, economics etc)
  • Post-graduate qualifications (CFA, MBA, Masters, Chartered Accounting) highly regarded
  • Minimum 5 years of experience in a similar role
  • Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct
  • Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements
11

IMD, PWM, Investment Strategy Group, Analyst Resume Examples & Samples

  • Produce customized research reports and presentations for clients on various investment topics
  • Survey academic research and industry practices on asset allocation approaches
  • Generate new ideas for ISG’s strategic asset allocation process
  • Research risk/return characteristics of various asset classes and strategies
  • Build financial models to analyze different aspects of portfolio risk and return
  • Disseminate information and views to Wealth Management teams and their clients
  • Degree in a quantitative discipline, e.g. Maths, Finance, Economics, Engineering
  • Ability to translate and simplify complex concepts and theories into practical usage
  • Ability to work with clients and sales people to advise on investment opportunities
  • Strong programming ability (at least one of MATLAB, R, C, Java), and experience with Excel
12

Investment Strategy Group Resume Examples & Samples

  • Conduct basic economic analysis under the guidance of the Managing Director and the Executive Director of the team
  • Prepare marketing materials
  • Maintain economic data and other economic and market information
  • Degree holder with at least 2-3 years relevant professional experience in role concentrating on economic and market research/analysis
  • A strong analytical and communication skills
  • Ability to read Chinese is required; ability to write Chinese is preferred
  • A creative approach to problem solving
  • Good understanding of business and its needs both regionally and globally
  • Excellent interpersonal skills and a desire to work in a team-oriented environment
  • Asian language skills desirable - Cantonese or Mandarin
13

Head of International Investment Strategy Resume Examples & Samples

  • Asset allocation strategy – working with PMs and clients to set tailored asset allocations to meet portfolio objectives
  • Portfolio implementation processes – developing and overseeing London know-how regarding implementation of investments for a wide variety of clients, taking into consideration tax and jurisdictional restrictions, and contributing to the development of robust processes to aid effective portfolio management
  • International investment committee – a key member of this committee which, amongst other responsibilities, approves the firm’s investment policy for London-managed portfolios, and considers and approves the suitability of managers, strategies and investments for client portfolios
  • International investment strategy reports – writing, in coordination with the broader OAAA and research teams, investment content for clients
  • ‘Player-manager’ – management of some key client relationships in coordination with the client service teams
  • London investment leadership – oversight and management of investment activities in London, including manager research
  • Global investment strategy – working with the Head of Investments and team to develop house policy and asset allocations for US clients, with a particular focus on international perspectives
  • Portfolio risk management – head of the London portfolio risk management committee with responsibility for monitoring risks within client portfolios
  • Marketing and new business development – contributing to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our private client brand
  • Collaboration and teamwork – ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written
  • Must be a passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines
  • Possesses high analytical expertise tempered by a strong relationship building mentality
  • Is self-motivated
  • Is always a team player
14

Investment Strategy Group Resume Examples & Samples

  • Implementing quantitative financial models and techniques (incl. asset pricing, optimization and Monte Carlo simulations)
  • Research in strategic or tactical asset allocation
  • Communication and presentation of complex technical concepts and quantitative investment management topics to clients
  • Fluent programming in Matlab
15

IMD, PWM, Investment Strategy Group Resume Examples & Samples

  • 1-2 years of experience in investment banking or investment research
  • Desire to be an investor
  • Highly motivated
16

Macro Investment Strategy Analyst Resume Examples & Samples

  • Risk management
  • Performance attribution
  • Trade construction
  • Strong academic background with a formal training to postgraduate level in quantitative finance/ econometrics/statistics
  • Strong knowledge of financial timeseries analysis and asset pricing techniques
  • Strong, confident communication skills (both oral and written)
  • Experience and understanding of risk management techniques and experience of financial markets would be an advantage,
  • Strong team player,
  • Independent thinker,
  • Strong interest in markets and macroeconomics
17

IMD, PWM, Investment Strategy Group, VP Resume Examples & Samples

  • Assist the Managing Director in the China Market Strategy Team in carrying out macroeconomic and policy analysis, developing client relationship, and maintaining government relationships
  • Monitor and report China’s policy changes and economic/market developments
  • Work on thematic research and regular analysis of key economic indicators
  • Accompany the Managing Director to visit top tier clients and visit clients with lower AUM and GC potential on their own
  • Maintain dialogues with economic and financial regulators (including PBoC, CBRC, CSRC, CIRC, NDRC, MoF, NBS, Customs,MoAgriculture, MoConstruction, etc.)
  • Master’s degree or above
  • Minimum of at least 6 years relevant professional experience in a role concentrating on economic/market research/analysis
  • Ability to read and write Chinese
  • Fluency in Mandarin will be essential to this role
  • Strong analytical mind combined with creative approach to problem solving
  • Solid written and communication skills
  • Good understanding of business needs both regionally and globally
18

Customer Planning Investment Strategy & Sales Operations Director Resume Examples & Samples

  • Deliver and enable a management framework to support and optimize the team’s operational model in order to achieve its top priorities, key initiatives and objectives
  • Drive the development and execution of the team’s OGSiM and key initiatives through tracking progress and achievements on a monthly basis via team’s executive scorecard
  • Ensure activation of the “Insights to Execution” framework in a coordinated way between the sectors, and across functions to support the customer teams. Leading key milestones through the year, including: CBP Planning, Innovations Summits, JBP Planning, Negotiation, & Execution tracking
  • Drive standardization, simplification and breakthrough initiatives through CI/Lean practices
  • Identify and leverage best practices while driving synergies across field teams, regions & functional areas
  • Capability to cast Vision and strategy for future state
  • Strong communication / change management skills
  • Ability to precisely and proficiently conduct business and data analyses with data driven recommendations and exceptional financial acumen for improvements and advancements
  • Ability to clearly communicate orally and in writing to individuals and groups both internally and externally at senior levels
  • Ability to precisely communicate innovative business solutions to customers and customer directors
  • Strong Executive Presence and Emotional Intelligence
  • Proven ability in strategic thinking, complex analytical work and effective business problem solving
  • Continuous Improvement mindset - Make things better, curious, creative
  • Direct account selling and sales management experience
  • Excellent understanding of syndicated and customer/consumer information
  • Proficient with all systems and software; Excel, POS, AC Nielsen, Analytx
19

Imd-gsam-macro Investment Strategy Resume Examples & Samples

  • Investment strategy and research
  • Strong academic background with formal training in Economics required
  • PhD level in Quantitative Finance, Econometrics, Statistics or a related discipline required
  • Prior investment banking/financial services industry experience required
  • Strong interest in markets and macroeconomics required
  • Must have strong experience of research covering Risk Management, Portfolio Optimisation, Hedging Strategies, Asset Allocation and Investment Strategies relating to a range of asset classes including Fixed Income, FX, Real Estate and Equities
  • Must have experience of publishing articles covering asset pricing and asset research
  • Good understanding of econometric modeling software (e.g. Matlab, Stata, Eviews) and macro-economic databases required
  • Strong, confident communication and presentation skills (both oral and written) required
  • Must be a strong team player
20

Director, Sector & ETF Investment Strategy Resume Examples & Samples

  • BA/BS required; MBA preferred
  • Minimum 4 years investment related experience (either research, product management, or other related areas)
  • CFA designation required
  • Strong experience in the Microsoft Office Suite
  • High proficiency in Bloomberg, Morningstar Direct or Factset required
  • Extensive client presentation experience required
  • Highly effective and consistent written and verbal communication capabilities
  • Ability to successfully articulate detailed mechanics of investment process
  • Successful track record of investment presentation creation and delivery
  • Passion for financial markets, investment process and provision of effective investment solutions
  • Comfort and ability to work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
  • Capability to balance resolve and temperament in response to pursuing opportunity through organizational structure
  • Ability to travel frequently, with an overall expectation on average of 1-2 days per week
21

Managing Director of Research & Investment Strategy Resume Examples & Samples

  • Analyzes macroeconomic news, manager communications, and other information pertinent to investment strategies to develop, refine, and communicate investment themes across the portfolio. Creates and implements a system for tracking information and communicating learnings
  • Plays a critical role in shaping the CCIO investment policy. Works with the CIO to formulate and refine each portfolio’s investment strategy, goals and requirements. Creates and maintains tools to capture a variety of capital market assumptions and perspectives as inputs to the asset allocation optimization tools and Policy Portfolio design process
  • Researches and regularly tests alternative asset allocation strategies and associated portfolio benchmarks. On a periodic basis, leads the review of each portfolio’s asset allocation strategy and overall Investment Policy Statement
  • Provides quantitative analysis, market research and qualitative assessments in support of CCIO’s periodic rebalancing and/or tactical decisions
  • Works with the Investment team to apply changes across the asset base to enable the portfolio to reflect the desired characteristics and achieve the target returns. Monitors the performance, risk profile, portfolio positions, current events and organizational changes of CCIO’s existing public and private managers and completes analytical reviews to evaluate the relative performance of each sub portfolio and individual fund manager on a regular basis. Conducts research on opportunistic strategies and investments when applicable
  • Prepares and presents portfolio level analysis and dashboards, and partner with colleagues overseeing the credit or equity investments to make recommendations regarding new investment opportunities and manager terminations to CCIO staff, Clinic leadership and the Investment Committee
  • Maintains a network with the external investment community to expand CCIO knowledge regarding emerging investment opportunities and top performing investment managers and strategies. Stays abreast of pertinent trends and best practices being utilized within the investment offices of highly respected peer institutions
  • Minimum of 15 years of professional experience in making direct investments across asset classes, including directly in or in third-party managers specializing in fixed income, absolute return, real estate and commodity strategies for an endowment, foundation or pension fund
  • Experience in both domestic and international investment markets is preferred
22

Director, Investment Strategy Resume Examples & Samples

  • Broad investment experience in equity, fixed income and alternative asset classes and portfolio design for HNW/UHNW market
  • Develop and maintain deep expertise in all SEI products
  • Ability to manage product development lifecycle from launch to maintenance
  • Demonstrated experience to effectively explain complex investment strategies in understandable terms
  • Detail oriented, flexible, self-motivated leader
  • Develop, design and deliver strategies, products, techniques, tools and materials related to the Advisory Areas
  • Refine existing and establish appropriate benchmarks for objective evaluations of products and services (measure and assure adherence with Investment Program)
  • Provide training to the Advice and Service Teams
  • Create and disseminate investment management thought leadership information; define PWM perspective on economy and capital markets
  • Support client and prospect Initiatives as SME (i.e. 2nd level support for Advice Team.)
  • Coordinate new product and service launches into store and conduct on-going periodic training. Measure impact of services
  • Monitor and determine requirements to maintain regulatory and industry compliance standards
  • Originate, create and distribute thought leadership
23

Investment & Strategy Manager Resume Examples & Samples

  • Lead of complex international M&A projects: Execution of acquisitions, divestments and joint ventures
  • Overall process responsibility and project management
  • Functional leading of the respective project teams
  • Company evaluation (DCF) and responsibility for conducting Due Diligences
  • Creation of business plans (including potential synergies)
  • Defend investment proposals in board meetings
  • Communication and coordination with several internal business functions (strategy, legal, finance & tax, HR)
  • Integration of external consultancies (e.g. auditors, law firms)
  • Closing preparation
24

Manager, Sector & ETF Investment Strategy Resume Examples & Samples

  • Support retail and intermediary distribution partners as a resource engaging in the sales interaction. Provide competitive positioning and analysis for channel partners on an ad hoc and ongoing basis
  • Work with team members to develop distribution and engagement strategies
  • Drive Fidelity SelectCo associate understanding of the FIAM (Fidelity Institutional Asset Management) and PI (Personal Investing) strategic initiatives
  • Ensure the quality and quantity of the work and support coming from the Fidelity SelectCo Sector and ETF Investment Strategy team is consistent, highly valued, and effective
  • Provide “voice of the client” input for Fidelity SelectCo product development and marketing initiatives
  • Assist in setting the strategic sales direction and support sector thought leadership: understand the industry, the financial markets, and competitive influences, with a focus on sector investments to provide a vision for success to drive sector investment flows
  • Network within Fidelity companies. Relationships should be established with Fidelity companies with common interests and clients
  • Create timely sales ideas and communicate ideas internally
  • Support team members with development of sales decks and seminars; excel reports and charts sourced from Bloomberg, FactSet, and Morningstar Direct
  • Up to 15% travel initially, with up to 50% travel possible in the future
  • BA/BS degree required, MBA, CFP and/or CFA preferred
  • CFA Designation preferred and ultimately required
  • Four to six years financial services experience
  • Relevant marketing experience in the investment management industry
  • Retail financial services experience preferred
  • Series 7 & 63 Securities Licenses required shortly after hiring. Candidates with existing Series 7 & 63 Securities Licenses are preferred
  • Demonstrated expertise working with mutual funds, ETFs, and/or managed accounts
  • This individual will be a strategic thinker and a collaborative implementer
  • Experience with Morningstar Direct, FactSet and Bloomberg preferred
  • Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast paced environment
  • High level of self-motivation and professional disposition, with strong integrity and ethics
25

Investment Strategy & Portfolio Management Resume Examples & Samples

  • Assist portfolio managers with multi-asset class research and development of relative value and reporting models
  • Participate in market, liability, and business planning discussions with various departments across Northwestern Mutual
  • Develop capabilities and reports utilizing our new BlackRock Aladdin Risk service offering
  • Support the composite portfolio management process; and
  • Partner with other members of the Investment Strategy Department to complete ad-hoc projects
  • Sophomore/Junior Undergraduate student at a leading University with a concentration in Finance or Investments
  • Passion to learn and immerse themselves in the capital markets; and
  • Desire to be challenged
26

PWM, Investment Strategy Group, Associate Resume Examples & Samples

  • Ph.D. degree (U.S. or equivalent) in Mathematics, Finance, Economics, Statistics, or a related field
  • Fluent programming in Matlab, Python, R or a related language
  • 1-3 years of related work experience
  • Ability to implement quantitative financial models and techniques (asset pricing, optimization, simulations)
  • Knowledge of global asset classes and investment instruments
  • Excellent communication skills, especially the ability to explain complex technical concepts and quantitative investment management topics in simple terms
  • Strong interpersonal skills and a passion to engage with clients
  • Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
  • FINRA Series 7 and 66 licenses (must obtain within the first 3 months)
27

Investment Strategy Analyst Resume Examples & Samples

  • Supports the strategic Portfolio Solutions roadmap by carrying out marketing and education plans and campaigns
  • Participates in planning sessions to develop the Portfolio Solutions strategy
  • Accountable for ensuring quality standards and deadlines are met on all tasks and assigned projects
  • Maintains regular correspondence with Financial Advisors to assist and educate branch staff on the investment strategy resources that are available to them and their clients
  • Supports key promotional and communications efforts
  • Ensures all resources are frequently updated and maintained on the firm’s intra-site, public websites, social media, and in internal records
  • Conducts competitive analysis by comparing products, solutions, and services with key competitors
  • Maintains regular correspondence with partner firms to maximize the collaboration of promotional resources
  • Perform other duties and responsibilities as assigned
  • Investment research and strategies that cover a wide range of topics including investment strategy, portfolio construction and management, asset allocation, and financial planning
  • Fundamental concepts, practices, and procedures of economic principals and their applications
  • Knowledge of global macroeconomic environment
  • Creative thinking and designing of materials
  • Analytics, strategic thinking, client services and client empathy
  • Organizational skills and attentional to detail
  • Operating standard office equipment and using required software applications such as Microsoft Office and the firm’s proprietary technology tools
  • Strong Microsoft Excel and PowerPoint skills are required
  • Stay highly motivated to organize and manage multiple streams of work with the proven ability to prioritize
  • Build solid, effective working relationships both within and outside the department
  • Have hands-on and a team-player attitude towards tactical, as well as strategic, work. Proven ability to deliver on-time product and project results
  • Communicate effectively, both orally and in writing
  • Advanced level of detail orientation to ensure quality standards are met and credibility is maintained to the highest degree
  • Follow-up to ensure resolution and ensure completion of given tasks
  • Make routine decisions with assistance from senior management in resolving complex problems
  • Represent the company in a highly professional manner
  • Partner with other business units to accomplish objectives
  • Work independently as well as collaboratively within a small team environment
  • Balance conflicting resources and priority demands
  • Bachelor’s Degree (B.A.) in Business or a related field and a minimum of three (3) years of experience in the financial services industry
28

Manager, Investment Strategy Group Resume Examples & Samples

  • Develop and present analysis related to specific investment requests to determine the project viability
  • Tracks the results of specific investments that are implemented. Determines a control group for comparison and determines the metrics required to measure the ROI of the initiative. Presents the results to the VP/Director for review on continuance of the initiative
  • Works with cross functional teams to provide recommendation on implementation of the initiative. Requires an understanding of the business and out of the box thinking to ensure an efficient implementation
  • Presents analysis and results to key stakeholders, determines follow-up and next steps
  • Regular, dependable attendance & punctuality
  • Bachelor’s degree or 5+ years related experience preferred
  • Ability to read, write, and interpret instructional documents such as reports and procedure manuals
  • Needs to feel confident presenting information in front of high level audiences
  • Basic math functions such as addition, subtraction, multiplication, and division
  • Understanding of department store business in order to form a recommendation on initiatives
  • Experienced PC skills including use of Excel and Access
  • SQL/VBA skills preferred
  • Understanding of Macy’s systems (including MSP, Merchant Systems) preferred
  • Previous experience with APT software preferred
29

Investment Strategy Group Resume Examples & Samples

  • Minimum undergraduate degree in Economics or Finance. Post-graduate degree preferred
  • Strong interest in macro and quantitative research with a focus on China
  • Strong quantitative and analytical skills, with high proficiency in Excel, PowerPoint and economic databases
  • Collaborative and team work oriented; strong interpersonal and communication skills
  • Attention to details, patience, and ability to multi-task under pressure
  • Bilingual in English and Chinese
  • 1-4 years of relevant working experience preferred
30

Head of Investment Strategy & Portfolio Management Resume Examples & Samples

  • University Graduate in Business Management / Finance Discipline
  • 10-15 years experience on investment business, preferably five years or above on senior product development/ management level
  • Wealth experience and knowledge on board array of investment products
  • HKSI LE Papers 1, 7 & 8 or equivalent is preferred
31

Investment Strategy Analyst Resume Examples & Samples

  • Support the development and delivery of firm-wide investment strategy guidance which will encompass global asset class considerations, capital market assumptions, optimized investment portfolios, performance evaluation/attribution, and portfolio construction linkages, all in the context for managing the full spectrum of client investment portfolios
  • Support the research and assessment of the ongoing evolution of, and opportunities across, the global capital markets for effective and efficient integration into the firm-wide investment advice and portfolio guidance delivered to our clients
  • Support the review and evaluation of our firm-wide investment strategy guidance offerings in the context of managing towards ‘best in class’ performance results for the benefit of our clients
  • Support the need to initiate and conduct research for asset allocation strategies using a variety of research tools
  • Perform qualitative and quantitative analysis to evaluate the pros and cons of including selected asset classes into an investment portfolio
  • Prepare research reports, formulate and present a compelling recommendation for approval by management and established investment committee(s)
  • Support ongoing coverage of asset allocation investment strategies
  • Stay current on developments to ensure asset classes are well understood and continue to exhibit expected performance behaviors across asset allocation investment strategies
  • Prepare a variety of research reports, analytical reports, and performance attribution that supports team members, advisors and PMs’ understanding of the asset allocation strategies and to enhance their ability to manage their clients
  • Monitors and conduct performance attribution across all of our asset allocation guidance portfolios
  • Establish effective working relationships with team members, external institutional representatives, and advisors and portfolio managers
  • Assists in analyzing the composition of asset allocation guidance portfolios; recommend portfolio strategies to fulfill investment objectives
  • Participate in the design, development, and monitoring of quantitative decision making processes
  • Contribute to the advancement of the team’s processes, efficiencies and best practices
  • Ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures
  • Is knowledgeable about relevant and specific OCC, SEC and FINRA regulations that impact their work and the advisors and portfolio managers that use their work
  • Actively participates in any required corporate and business line training in these areas
  • Comply with employee trading policies and procedures
  • 1-3 years Financial Services (Investment) experience
32

Investment Strategy Analyst Resume Examples & Samples

  • Capable of web and database research as well as original research when required to maintain and improve our insight into our key clients
  • Capable of covering all sectors and markets for consultancy, publications and presentations
  • To assist in the production of reports for internal and external clients and to assist in fee-paying consultancy
  • Specifically, to analyse and draw logical conclusions/identify trends in relation to market conditions using economic and property data and contribute to the firm’s thinking and help in communication
  • Collection and dissemination of property, economic and other data
  • Contributing to client projects for Capital Markets and assisting in due diligence, pitching, business development and supporting sales mandates
  • Respond to internal and external requests for information/support
  • Above average writing and communication skills
  • Above average numeracy, spreadsheet and preferably economic or financial analysis skills
  • Capable of developing to generate research and ideas in their own right
  • Client facing, good communicator (written and oral) with insightful and interesting style
  • Strong team working skills
  • Able to prioritise several projects at once, work to tight deadlines
  • Capable of working seamlessly/interchangeably with DRH and ET
  • A mix of market, economic, financial and research expertise
  • Commercially aware
  • Proven experience in relevant role
  • Experience including real estate and international markets preferred
33

Investment Strategy Group Resume Examples & Samples

  • Post-graduate degree in Finance, Economics, Statistics, or related field
  • Fluent programming in Matlab, Python, R or a related language; solid Excel and PowerPoint skills
  • 4-6 years of related work experience
  • Knowledge of global asset classes, investment instruments and a basic understanding of portfolio management and asset allocation theory
  • Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
  • Attention to detail, patience, and an ability to multi-task under pressure
  • Collaborative and team work oriented
  • Independent, logical, and critical thinking, with the willingness to constantly think outside the box
  • Bilingual in English and Mandarin/Cantonese
34

Coordinator Investment Strategy & Product Resume Examples & Samples

  • Assist Managing Director in providing support to CIBC Investment Strategy & Product by coordinating short and medium-duration projects, including organizing and executing activities
  • Assist the Investment Strategy & Product team in project delivery and new product launches in a manner that is consistent with the department’s strategic objectives and values
  • Work closely with business analysts, operations and technology groups to ensure effective and efficient processes are in place for projects and are implemented and managed appropriately to support client service, growth and profitability
  • Assist in the implementation of all product changes on a timely basis, all forms, supporting materials and process updates. Ensure parties, including clients are informed of changes
  • Work with the product teams to ensure all internal and external content both in SharePoint and intranet/internet is timely
  • Manage day-to-day activities of the various tasks/projects in a manner that maximizes availability and effectiveness
  • Respond to inquiries and provide knowledge, consultative support on products and services for Investment Strategy & Product line of business
35

VP, Research & Investment Strategy Resume Examples & Samples

  • Identify key investment themes in the industrial property sector and different geographic regions that drive the firm’s industrial investment strategies
  • Design, draft, and publish industrial quarterly market reports, strategy research, white papers, and external industry publications
  • Prepare industrial market and submarket research reports (core, value-add, development) for presentation to acquisition teams and Investment Committee
  • Prepare five-year industrial fundamentals forecasts at market, submarket, and peer group levels
  • Visit target markets and perform investment feasibility studies
  • Prepare industrial research presentations and assist client reporting and marketing
  • Participate and speak at industrial and real estate industry conferences
  • Supervise and direct Research Analyst, as appropriate
  • An advanced degree from a leading university in economics, real estate, urban planning, or related field is required
  • 8-15 years of work experience, including industrial sector research and investment experience
  • Strong analytic and quantitative skills with fluency in Excel and Access
  • Excellent oral and written communication as well as project management skills
  • Able to communicate complex technical analysis and concepts to clients in a concise and persuasive manner
  • Must be able to work as part of an investment management team that includes the disciplines of acquisitions, research, asset management, and client capital management