Investments Product Manager Resume Samples
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Investments Product Manager Resume Samples
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MH
M Harvey
Marcel
Harvey
126 Mraz Green
Dallas
TX
+1 (555) 476 6154
126 Mraz Green
Dallas
TX
Phone
p
+1 (555) 476 6154
Experience
Experience
Detroit, MI
Product Manager Investments
Detroit, MI
Olson-Pollich
Detroit, MI
Product Manager Investments
- Build cooperative working relationships and strategic partnerships internally and externally
- Influence key decision makes and internal stakeholders in order to identify new business opportunities
- Define the product suite and create a customer engagement strategy
- Your work environment
- Self-motivated and goal orientated
- Highly organized and responsive
present
Los Angeles, CA
Product Liquidity & Investments Product Manager
Los Angeles, CA
Ritchie Inc
present
Los Angeles, CA
Product Liquidity & Investments Product Manager
present
- Support the development and expansion of Intraday Liquidity Monitoring/Reporting for purposes of regulatory reporting, corporate policy and commercialization
- Improve the efficiencies of liquidity based products (FX, DAIS, cash processing) across the three client segments
- Partner with Corporate Treasury on impact of Basel III Intraday Liquidity guidelines to the underlying businesses
- Work with other product areas in developing asset creation products by governing the full end-to-end solution. (Committed Repo Facilities, Intra-day committed lines, Box Financing). Responsible for client presentations and implementation rollout
- Lead the content development of liquidity and investment content onto Network Direct. Expand client adoption of digital platform thereby enhancing the Securities Services brand in the marketplace
- Enhance product capabilities in off-balance sheet solutions such as Money Market Funds and DAIS
- Knowledge of Securities and Fund Services products
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Chapman University
Bachelor’s Degree in Business Administration
Skills
Skills
- Strong organizational skills and attention to detail – deliver high quality work-product per established deadlines
- Flexible and adaptable to quickly changing internal and external environments
- Strong interpersonal skills with ability to influence & build consensus
- Strong strategic mindset and time management skills
- Strong sense of curiosity which in turn drives results
- Ability to work independently under tight deadlines
- Ability to develop a plan and see it through execution
- Team player
- Exceptional PowerPoint and communication skills
- Articulate in written and verbal communications
5 Investments Product Manager resume templates
Read our complete resume writing guides
1
Product Liquidity & Investments Product Manager Resume Examples & Samples
- Support the development and expansion of Intraday Liquidity Monitoring/Reporting for purposes of regulatory reporting, corporate policy and commercialization
- Partner with Corporate Treasury on impact of Basel III Intraday Liquidity guidelines to the underlying businesses
- Work with other product areas in developing asset creation products by governing the full end-to-end solution. (Committed Repo Facilities, Intra-day committed lines, Box Financing). Responsible for client presentations and implementation rollout
- Enhance product capabilities in off-balance sheet solutions such as Money Market Funds and DAIS
- Improve the efficiencies of liquidity based products (FX, DAIS, cash processing) across the three client segments
- Lead the content development of liquidity and investment content onto Network Direct. Expand client adoption of digital platform thereby enhancing the Securities Services brand in the marketplace
- Gain strong understanding of relevant regulatory changes as well as any potential changes that may impact businesses in the future
- Good understanding of the capital markets and treasury
- Knowledge of Securities and Fund Services products
- A solid knowledge of financial systems and ability to extract data for analysis
- Experience in working in a matrix organization where the power of influence in critical in moving the needle
- Experience of working in a global environment
- Strong strategic mindset and time management skills
- Ability to work independently under tight deadlines
- Ability to develop a plan and see it through execution
- Strong sense of curiosity which in turn drives results
- Exceptional PowerPoint and communication skills
- Bachelor degree required
- High level of intellectual curiosity
- Strong organizational skills and attention to detail – deliver high quality work-product per established deadlines
- Strong interpersonal skills with ability to influence & build consensus
- Articulate in written and verbal communications
2
Global Deposits & Investments Product Manager Resume Examples & Samples
- 5+ years’ experience in a product management role
- Working knowledge of primary deposit-related banking regulations in the US and offshore
- Basic understanding of institutional liquidity and investment practices and solutions
- Strong spreadsheet and analytical skills
3
Product Manager Investments Resume Examples & Samples
- Accountability for product maintenance and influence the profitability over a diverse product suite
- Influence key decision makes and internal stakeholders in order to identify new business opportunities
- Define the product suite and create a customer engagement strategy
- Working closely with trustees to ensure business risks are being managed appropriately
- Development and production of appropriate collateral to support product sales
- Build cooperative working relationships and strategic partnerships internally and externally
4
Investments Product Manager Resume Examples & Samples
- 3-5 years relevant work experience
- Product management experience strongly preferred; familiarity with short-term investments preferred
- Self-motivated and goal orientated
- Strong skills in Microsoft Office (Excel, PowerPoint, Word)
5
Managed Investments Product Manager Resume Examples & Samples
- Advanced degree in business administration or finance
- Series 7 and Series 66 licenses
- Fluent in Spanish, ideally fluent in Portuguese as well
- Effective general communication skills and very strong writing skills in English and Spanish
- Basic knowledge of trust, insurance, and credit products
- Very strong spreadsheet, database, presentation, collaboration software and word processing skills
- Experience on international wealth management markets
- Strong background in discretionary investment offering (traditional and alternative)
- Knowledge of a wide range of asset classes, financial instruments, and strategies
6
Ipb-managed Investments Product Manager Resume Examples & Samples
- Knowledge of asset allocation, modern portfolio theory, and manager analysis
- Experience working with asset management companies
- Thorough understanding of portfolio construction, risk management and quantitative methods
- Previous investment experience with affluent and high-net-worth individuals
- Fluent in Spanish and/or Portuguese
- Project management and ability to influence and lead across functional lines
- Effective general communication skills and very strong writing skills
- Bachelor degree in business administration or finance
- Series 7 license within 90 days
