Senior Associate Resume Samples

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L McLaughlin

Lorenzo

McLaughlin

348 Weber Track

New York

+1 (555) 118 9692

348 Weber Track

New York

Phone

p +1 (555) 118 9692

Experience Experience

Phoenix, AZ

Senior Associate

Phoenix, AZ

Hauck Group

Phoenix, AZ

Senior Associate

Work with multiple Corporate financial tools including the Hyperion Essbase CMR cube (firm-wide results), the Corporate Sector PR&A Essbase cube (for Corp Sector wide results), SAP, the firm-wide general ledger, SAPCO, the firm-wide allocations tool, and SAP Fixed Assets module. Also work with GRE specific real estate systems and tools including the lease administration data base, PTS, the division's capital projects tracking tool, and GREDL, the firm-wide real estate property fact base
Participate in Workday HCM projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations, business processes, security, and data integrity for the Workday applications in Workday projects involving strategy, implementation support, and Workday optimization related to information technology operations, business processes, security, and data integrity for the applications
Handle Order & Trade Settlement to Cash (OTSC) activities, which includes invoicing and billing, handling customer credits, performing cash applications, handling collections and dispute management, customer data maintenance and other period end close processing activities. Responsible for applying credit and write offs, Perform inter-company transfers
Handle Record to Report (RTR) activities, which includes processing journal entries and intecompany transactions, handling fixed assets accounting, performing close process activities, bank accounting and reconciliations, Responsible for reconciling control and current accounts including Balance Sheet Reconciliations, Responsible for maintaining RTR data, Responsible for reporting activities, Handling Tax accounting and Cost and Profit Center Allocation activities, Handling bank accounting and bank reconciliations, Respond to BU contacts/customers directly and to deliver error free process, Building supportive relationships with peers and colleagues, Participate in Special projects to drive efficiency
The curriculum for the Hospitalist Fellows is individually tailored to meet the academic and professional goals of each trainee. Generally, rotations include a mix of inpatient medical service (2 months each at Egleston and Scottish Rite), PICU/NICU and/or ER, research, and elective time (e.g., pain service, radiology, anesthesia, palliative care, advocacy, global health, etc)
Provide a broad range of financial analytical support to the senior management to facilitate them in the planning and execution of new business initiatives and strategies
Day-to-day responsibilities will involve working within the various Fidelity business units such as client services & management, implementations, financial operations, etc., for products and services under benefit administration, brokerage ,custody and clearing operations domain with an aim to deliver high quality of service to the plan sponsors and participants

Boston, MA

Administrative Senior Associate

Boston, MA

Hoeger-Block

Boston, MA

Administrative Senior Associate

Develop, edit and format correspondence, letters, presentations, proposals, spreadsheets, .pdf files using Adobe Professional and newsletters including coordination of distribution
Prepare and distribute various communications and types of business reports and perform data analysis and reconciliation as well as summarize trends and provide recommendations
Research and document information using various Internet search engines and research sites
Assist with planning of client or internal meetings, webcasts or conference calls, including scheduling and communication, maintaining information and preparing and distributing materials
Provide assistance as it relates to planning and preparations for speaking engagements, committee involvement and events, including creation and preparation of written and spoken materials
Provide calendar management for client or business unit meetings, including administration, scheduling, and communication
Coordinate travel arrangements through Concur booking tool or travel agents

present

San Francisco, CA

Core Business Services Senior Associate

San Francisco, CA

Hilll, Kuvalis and Dibbert

present

San Francisco, CA

Core Business Services Senior Associate

present

Work closely with product owners, developers and other internal subject matter resources, to update ongoing issues, and transfer knowledge on products
Develop relationships, and build a network of people within the team and across the firm
Assist in providing counsel and strategic advice to leaders and spokespeople that connects PR goals to business goals
Develop and manage database of media contacts; building targeted media lists for various initiatives
Inform customers how issues have been resolved, and share this information with other team members, by documenting within the knowledge management framework
Audit to detect deviations of established procedures, role mapping, unauthorized changes to the SAP security and report findings to management
Supervises other's work only on a case-by-case basis when working on specific problem cases

Education Education

Bachelor’s Degree in Accounting

Adelphi University

Bachelor’s Degree in Accounting

Skills Skills

You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Strong organizational skills, detailed oriented, highly motivated and adaptable
Strong attention to detail and proficient time management and the ability to excel in a fast paced environment
Excellent project management skills with ability to produce quality work project with an attention to detail
Strong working knowledge of Excel, including VB highly desirable
Good knowledge in Excel and MS Office, Good communication skill (Mandatory – Should be very proficient in Excel)
Excellent communication skills, detail-oriented, and possess the ability to interact with all levels of end users and technical resources
Strong interpersonal skills and the ability to work collaboratively; develop strong partnerships with all levels of employees
Proficient use of technology including MS Excel, MS Word, QuickBooks, Quicken; and
Sound knowledge and demonstrated application of fundamental Chemical Engineering principles, including strong problem-solving ability

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15 Senior Associate resume templates

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Senior Associate Resume Examples & Samples

Valuation analysis and financial modeling
2-3 years experience as an IB Associate
MBA or equivalent graduate school degree in progress
Merger and acquisition experience
Background in investment banking, public accounting, or finance

Infrastructure Projects Senior Associate Resume Examples & Samples

Create and maintain project/program documentation (reporting, meeting minutes, status updates, etc.). May create project plans and timelines, to manage project/program components and deliverables
Provide operational reporting and analysis. Reports include key statistics such as: measurement results for accuracy and timeliness; analysis of survey results; and analysis of project progress against goals and objectives. Analyze workflow of operations, including protocols, and hand-off and communication points within a process. Recommend improvements
Use sound judgment and consistency in measuring results
Ability to work effectively in and lead small teams

Resource Management Senior Associate Resume Examples & Samples

Resolve conflicts with engagement team members. This may involve identifying alternative roles that meet engagement requirements and the developmental goals of staff
Fill open places on projects. Proactively identify projects that may be able to release individuals
Regularly communicate any changes in personnel on projects, as well as any performance concerns raised by engagement teams
Work with the Campus and Experienced Hire recruiters, to agree start dates for interns, newly-hired people, and staff transferring from other projects
Good understanding of the policies of a professional services firm
Strong problem-solving skills
A minimum of 3-5 years experience

GFI Ccb-senior Associate Resume Examples & Samples

Support Daily Reporting Data Loading into Finance SQL data warehouse via SSIS packages
Trouble shoot, correct, and rerun data loading on items caused by data loading issues
Maintain Data Loading Job schedules and work with system DBA to schedule times and ensure appropriate job execution and turn times
Interface with MIS team to add, remove, and validate changes to jobs and stored procedures
Maintains effective communication from data jobs to the business, other MIS team members and application users regarding any potential Job fails & resolution times
Validate post-production changes and ensure tested changes are moved properly to production as part of the ITSM process
Develop and maintain a working relationship with various information support teams to leverage data access and analysis
Minimum 8-10 years working with SQL databases & data warehouses (or related experience working with Oracle SQL)
Minimum 5 years SQL programming experience
Bachelor's degree in Computer Science or related field or technical certification in SQL
Experience with Microsoft SQL is a must

CIB F&bm-treasury P&a-senior Associate Resume Examples & Samples

Support the planning and forecast process for Balance Sheet, RWA and capital that help drive the semi-annual submission for the Fed/OCC stress tests (CCAR & DFAST respectively)
Assist in the compilation and analysis of NIM (Net Interest Margin) forecast including Balances Sheet, Net Interest Income, and the corresponding yield curves
Partner with CIB Central Planning and Analysis team, Corporate Finance Reporting/P&A team and key stakeholders to facilitate CCAR/DFAST related discussions, submissions and presentations
Partner with CIB Resolution & Recovery team in supporting the yearly Resolution and Recovery planning and related analytics
Support the production of ad-hoc analyses from senior management and/or Corporate P&A, and presentations from various management reviews related to capital, balance sheet, liquidity and leverage
Support the tracking and reporting of liquidity, leverage and RWA limits to ensure LOBs are in line with their established targets
Liaise with Controllers within CIB Treasury responsible for the actuals reporting to enable analysis of items above
Bachelor’s degree or the equivalent in Accounting, Finance, Business Administration or related field plus 4-6 years of experience in Accounting, Finance or related experience, with Controller experience a plus
Advanced Excel and Powerpoint skills
Strong teamwork and communication skills, attention to detail
Results orientated without compromising control
Ability to absorb and synthesize volumes of data and draw conclusions
Ability to work under pressure and to strict deadlines
Good organizational skills & planning ability
Actively listens and assimilates broad ranging information quickly

Senior Associate Resume Examples & Samples

Interact with internal partners (Bankers, Investors, Capital Advisors) and private clients to deliver the best credit product solution with a sound credit structure
Maintain a consistently high level of awareness around any potential credit issues and to resolve exceptions as soon as possible. These exceptions include effectively managing undermargin situations, client reviews and documentation exceptions
Take into account the risk/reward proposition when negotiating loan rates and must employ a discipline around loan pricing and structure
Review (or prepare for more complicated deals) credit memos which should completely outline the proposed credit structure including accurate risk rating assessment and any potential collateral issues (e. g. concentrations)
Ensure all new credit requests and reviews are completed in a timely fashion
Assist team with various aspects of portfolio management, as applicable
Assist in coaching/training of new team members
Bachelor degree in a related field required
Candidates should have 3-5 years of private banking/asset management, and some credit/lending experience
Good organizational skills and ability to work with minimal supervision
General understanding of financial markets and securities industry
Proficiency in Excel, Word and PowerPoint
Fluency in English and Italian

Senior Associate Resume Examples & Samples

Coordinate analysis and definition of business requirements relating to Private Bank Client Eligibility Data Management project,
Responsible for setting up a Data Model and Operating Model around Client Data particularly to support the Cross Border policy
Represent and lead specific “Working Groups” requirements by engaging subject matter experts,
Manage the business impacts of enhancements to the global operating model during implementation and post implementation and manage program expectations with management and key stakeholders
Drive the execution plans associated to the initiatives above and facilitate implementation activities (such as training and post launch support) across the regions concerned
6-7 years of experience in Project Management, business development or in a consulting role,
3-5 years experience in Change Management programs and projects in a multinational organization (i.e. ability to detail the Business requirements from the internal client perspective and coordinate the project with technological team prior to implementation),
Strategic and analytical thinker with a drive towards execution and delivering results,
Experience supporting strategic improvements and delivering measurable change
A high level of attention to detail and quality assurance
Proven ability to be able to multi task as well as assess and change priorities
Ability to be effective in a Global operating environment and a matrix management organization
Experience to communicate and motivate multi cultural team members on a specific subject,
Self motivated with ability to work independently identifying projects milestones and key stakeholders internally, while managing up and escalating appropriately,
Excellent communication skills to communicate key messages, simplify complex business situations and handle smoothly stakeholders reluctance to adopt new solutions implemented,
Top performer with proven results driving business objectives, on time
The desired candidate would have a strong background in data analysis, project and business management,
Creative thinker who can balance client / advisor needs with business objectives,
The candidate should also be able to work independently and take initiative,
The candidate would have expertise in the effective presentation / visualization of data / findings and the ability to proactively communicate through management updates, presentations, and regular reporting,
Experience in Wealth Management, preferably with an international & multi-cultural focus,
Experience and understanding of Banking Industry Global and Local Regulations

Senior Associate Resume Examples & Samples

Strong working knowledge of PC (windows) environment
Excellent organizational skills with attention to detail
Ability to work effectively with a variety of personalities. Ability to work and communicate with all levels of management required
Ability to maintain high quality work and superior client service, while enforcing regulations
Ability to research data for errors or inconsistencies for problem resolution
4 years post high school education with emphasis on finance or equivalent work experience
2 years previous industry experience

Senior Associate Resume Examples & Samples

Perform project management and delivery activities
Work with offshore team to communicate requirements and ensure high quality project deliveries to the client
Develop and execute project plans, build project risk mitigation strategies and manage client expectations
Assess operational, and strategic implications of projects
Communicate insights to senior management, through both presentations and write-ups of results and recommendations
3-5 years of professional experience
Bachelor’s degree from a top tier school in engineering, business, mathematics, statistics, economics or sciences
Advanced MS Excel proficiency
Experience working with relational databases, such as SQL, SAS or other statistical software is a plus
Strong knowledge of statistical concepts and analysis
Prior analytics/ sales and marketing experience preferred. Experience in Pharmaceutical data analytics highly preferred

Assoicate / Senior Associate Resume Examples & Samples

Excellent understanding of distributed platform development using Java /C# , MQ technologies
Experience with Reporting tools like Crystal Reports, BOXI will be a plus
Experience in Investment Management Compliance ( understanding of Derivatives , OTC products ) will be a plus

AIP Senior Associate Resume Examples & Samples

Prior experience required in one or more of the following fields: Management consulting, private equity, investment banking, or equity research
The ideal candidate may have 2-5 years of experience in a post-MBA position (those without an MBA degree but with relevant work experience will also be considered)
Experience in working in multiple European countries and relevant language skills helpful
Extensive quantitative modeling experience
An excellent understanding of financial concepts and valuation
Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy
A high level of intellectual curiosity and interest in global macroeconomic investment trends

Senior Associate Resume Examples & Samples

Perform adjustment to correct data quality issues
Monthly Credit Close
Good Communication skills to interact with both internal/external parties

Senior Associate Resume Examples & Samples

Establish and monitor project requirements, priorities, impacts and deadlines for our database initiatives. Understand their implications to the business, and deliver appropriate global solutions that satisfy all regional businesses
Perform a business and technology advisory role for database projects involving businesses that interact with Research, such as Equity Sales/Trading, Fixed Income/Economic Research etc
Ensure smooth, efficient, cost-effective use and delivery of technology
Actively manage the allocated budget, and contribute to the budgeting process for database initiatives
Experienced within a financial services business environment
An understanding of accounting concepts, financial modelling and financial ratios
Understanding of the Research business is highly desired
Experience with Research systems - authoring, financial database, distribution, disclosures - is a strong advantage
Proven communications skills (both verbal and written) to build trusting partnership with other members of operations as well as the Research Management team
Ability to summarize/explain/present business requirements and technology solutions in non-technical terms
Excellent negotiation, relationship management, and conflict resolution skills. Ability to broker agreements amid priority conflicts across multiple stakeholders
Ability to work within a geographically disperse team environment and positively affect the team dynamics ?Self-motivated, highly-focused, detail-oriented as well as a team player with high energy levels and the desire to learn and progress within the company
Demonstrated ability to learn and quickly become familiar with new applications

Senior Associate Resume Examples & Samples

Manage the firm's efforts to increase business engagement in all aspects of the CCAR process, from risk identification, to scenario design, to results assessment
Conduct deep dives and detailed analysis to solve issues
Consolidate information from multiple sources to critically test progress and identify issues
Develop strategies to manage initiatives more efficiently
Review status of remediation actions
Help to set strategic and tactical goals for the firm’s CCAR activities
Drive the creation of enhanced analytics for key constituents to assess effectiveness of existing processes
Own and produce reporting schedules for senior management regarding project progress and status
Identify, analyze, and communicate drivers of period over period variances across initiatives
Develop a strong working relationship with Finance and Risk across the organization to facilitate efforts
Identify opportunities to cross-leverage existing business practices and CCAR practices, so that CCAR components become embedded in business-as-usual processes
Engage with senior leaders from various ICG businesses
Assess business engagement in CCAR and strategize opportunities to increase efficiency
Provide support to CapOp Group Head, including developing material for meetings with senior management and assisting with ad hoc requests
Candidate must be highly self-motivated, with a high level of energy, strong desire to learn and ability to work independently. Candidate will be expected to show initiative and creativity in identifying and resolving issues
Excellent communication, presentation and interpersonal skills
Ability to work under pressure in a highly technical professional environment, coordinate processes, and work as part of multiple teams across multiple time zones
Superior attention to detail and level of accuracy is expected and required
Bachelor’s degree and significant qualifications in Finance, Economics, or other analytical disciplines with an impressive track record of academic success
Strong understanding of complex financial concepts
Experience with one of the Big 4 Consulting firms is preferred

Consumer Banking & CWM Control Senior Associate Resume Examples & Samples

Partner with LOB/Region Compliance teams, Internal Audit, Operational Risk and other control functions in driving the strategic agenda to improve the control framework, as well as, the execution of tactical steps
Support the team’s execution of the Operational Risk Management standards, methodologies, and procedures
Advise business of risks and be a proactive, independent advisor to the assigned business, identifying business risk issues and recommending solutions
Support the implementation and execution of the Risk and Control Self Assessment Program including
Process Mapping
Facilitate end to end reviews and deep dives with assigned business units
Risk Assessments
Control Identification, Assessment and Substantiation
Issue Management and Action Plan validation
Evaluate the quality of content, implementation and ongoing execution of established RCSAs
Follow-up with accountable business leaders and their teams to ensure control issues (regulatory, audit, compliance identified, and business/self identified) are effectively resolved and subject to in-depth root cause analysis
Partner with business and control leadership in driving open discussion of issues and control gaps
Support business units with root cause analysis of key control events
Oversee creation, documentation, tracking and closure of Action Plans in the firm’s risk reporting system (Phoenix)
Compile, update and prepare reports and analysis on issues and controls
Coordinate internal and external audit examination activities for impacted business units
Bachelor's degree or equivalent experience in accounting, finance, business or related field
MBA preferred but not required
3 to 5 years in the financial services industry; including background in operational risk management, audit, compliance, or operations
Working knowledge of operational risk and control frameworks (e.g. RCSA practices, KRI, loss events, COSO, COBIT, SOX ) in a regulated environment (i.e. Basel II standards, FFIEC guidance, etc.)
Effective communicator with excellent written and verbal communication skills
Flexible and creative thinker
Proficiency in Visio prefered

Senior Associate Resume Examples & Samples

Co-ordinate and facilitate the risk review and approval of new business initiatives including products, processes, markets or instruments. Perform risk analysis and coordinate with key business, legal and compliance representatives to ensure that all associated products and services are appropriately designed and controlled
Partner and co-ordinate with the business, operations and technology teams to identify risks and/or to initiate action plans to address risks. Investigate breaches and errors to provide root cause analysis. Facilitate the control self assessment process by liaising with business and reviewing the outcome with team heads
Provide periodic training for all employees and managers on risk topics
At least 5 years relevant work experience, including hands-on risk management experience in a front or middle office environment in financial institutions (previous experience as an auditor, compliance & controls is an advantage)
Sound knowledge in financial statement analysis and the financial market
Knowledge of the business' data flows, products and operations for asset management business is an advantage
Strong computing skills (e.g., excel, access, etc.) to facilitate analysis and testing of large data sets
Self starting individual and a team player
University graduate preferably with a major in Finance or Business-related disciplines
CFA or Risk management qualification is an advantage

On-boarding Senior Associate Resume Examples & Samples

Ensure timely communication of all required information for all new accounts
Coordinate meetings with various groups within the firm to centralize requests and communication
Undergraduate degree in finance with at least 7 years experience in financial services operations. Ideal candidate will have at least 3-5 years of proven experience in investment management firms with specific experience with 40 Act Funds and legal documentation related to client on-boarding
Knowledge of fixed income securities including corporate bonds, MBS, ABS, Options, Swaps, Repos, TBA, as well as equities and the operational needs related to the support of these assets
Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
Must be team-oriented while being proactive and self-motivated to ensure deadlines are met

Senior Associate, Investor Services Resume Examples & Samples

Manage every aspect of the onboarding of new fund investors
Manage the coordination, tracking, and processing of all fund transactions, including new and additional subscriptions, redemptions, and distributions, for institutional and high net worth fund investors by collaborating with internal Fund Accounting, Client Service, Portfolio Management, Business Management, Legal and Compliance teams, as well as external Administrators and Custodians
Create and distribute monthly and quarterly reports and ongoing communications for each fund
Respond to daily investor requests, investigate and problem solve on topics which can range from reporting, performance, fund guidelines, strategy, transactions, etc
Build strong partnerships with the members of the Institutional Distribution team and internal colleagues across all departments of the firm
3-5 years of financial services industry experience; astute familiarity with investment management products and sales and servicing practices
Strong understanding of the asset management business; ideally, the candidate would have a strong background in hedge fund and asset management processes and transactions
Proven ability to work with client-facing teams and directly with investors
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
Exceptional communication skills; able to communicate with internal and external business partners at all levels
Proactive approach, motivated self-starter

Senior Associate, Structured Products Group Resume Examples & Samples

Model complex securitization transactions such as CLOs and various types of esoteric ABS
Draft and prepare marketing materials (presentations, term sheets, etc) for clients
Analyze asset portfolios, including tracking relevant collateral attributes; prepare stratifications and perform collateral analytics and other analyses as needed
Model rating agency stresses, prepare rating agency presentations and other analyses
Review and comment on transaction offering memoranda and other legal documentation
Coordinate the syndication process with Guggenheim’s sales force
Lead group infrastructure projects that involve building systems to process and organize large volumes of industry data
3-5 years of experience in structured products at a major financial institution or a top tier accounting firm; top-tier law firm experience may be considered
Experience with ABS and/or CLO cash flow modeling, or other types of securitized products, required
Knowledge of Microsoft Access a plus
Detail-orientation, organizational skills
Ability to work as part of a team; collaborative, energized by the open exchange of ideas
Must successfully pass a background check

Investor Services Senior Associate Resume Examples & Samples

Processing investor transactions and associated reporting
Displaying a good knowledge of Irish AML / KYC requirements and responsibilities
Ensure adherence to Client SLA at all times, in conjunction with terms of the governing documentation of the funds
Assist with the training and mentoring of new employees within the organization
To actively participate in ad hoc project work, board report preparation and fund setups on the TA system
Able to assist more junior team members
Input into development and implementation of procedures within the Investor Services Department
Third level qualified in a Finance or Business-related area
A minimum of 3 years experience required within Investor Services
Excellent knowledge of Microsoft packages, including Word, Excel and PowerPoint
Display the ability to communicate effectively both in writing and verbally
Have a structured and determined approach to work, a willingness to take ownership of challenges, an ability to communicate with clients and colleagues at all levels and be able to multi task
Display attention to detail, excellent organizational and planning skills
Maintain and display a high level of professionalism when dealing with Clients, Investors and colleagues
To be client focused
Adopt a proactive approach to challenges both independently and within a team structure
Good knowledge of Irish fund structures and Irish reporting requirements an advantage

Senior Associate Resume Examples & Samples

Bill fixed income trades in a timely and accurate manner. This includes both trades done through an RBC trading desk and those done away from RBC
Assist correspondents and money managers with accurately billing customer transactions
Act as a liaison between trading, correspondents, money managers and Operations in resolving comparison and settlement issues
Research issues on the reconcilement and fail reports and correct them in an accurate and timely manner
Understand all regulatory reporting requirements (i.e. MSRB, TRACE)
Proficient use and comprehensive working knowledge of trading and record retention systems such as Bonddesk, FIFE, ICI, Bloomberg, BPS, and PostEdge
Perform other job related duties as needed to ensure that all work group responsibilities are accomplished
Two years post-secondary education or equivalent work experience
Ability to work in a fast paced, pressured environment with time deadlines
Ability to work closely with people in a team environment
Good oral communication skills
Typing 45-50 wpm
Securities industry experience
Personal computer experience

Senior Associate Resume Examples & Samples

Work collaboratively with the Responsible Investment team as well as partner investment teams to support the implementation of TIAA-CREF Asset Management’s Impact Investing capability
Support all aspects of Impact Investing team activity including origination, underwriting, and portfolio management as it relates to client specific portfolio mandates
Support the development and management of social metrics measurement for Impact Investing portfolio
Participate in select industry organizations for the purpose of advancing the firm’s knowledge of industry best practice
Liaise with independent research providers and consultants as needed to support priority strategies
Actively monitor emerging issues in the ESG and impact investing field and support the management and development of relevant ESG and impact investment strategies
Minimum 5-7 years of related experience in finance or investing, or related quantitative discipline; familiarity with private and real estate asset classes preferred
Demonstrated experience with Affordable Housing Preservation, and Community Facility financing including charter schools, federally qualified health centers, fresh food access etc
Expertise in underwriting Community Reinvestment Act (CRA) qualified loans such as balance sheet debt financing for CDFIs/ community lenders/ non-profits focused on community development
Proficient in Excel, Word, and PowerPoint, with familiarity with financial modeling tools
Masters Degree in Business/ Finance and/or CFA strongly preferred
Community Development Finance Institutions (CDFI) industry knowledge
Emerging markets experience including a focus on microfinance and inclusive finance sectors, particularly as it relates to private equity investing
Ability to balance multiple and diverse priorities while delivering quality product
Understanding of Base of the Pyramid (BoP) emerging market investment needs with respect to basic products and services i.e. health, education, nutrition, small-scale clean energy etc

Senior Associate Resume Examples & Samples

Statusing broker/dealer changes
Answer questions from the field
Performs other job-related duties as necessary to ensure that all work group responsibilities are accomplished

Senior Associate, Market Risk Management Resume Examples & Samples

Support the development and implementation and enhancements to the TIAA stress testing and scenario analysis analytical framework and the process to measure risk for TIAA’s balance sheet
Guide the development of new data and analytical systems for Enterprise Risk Management
Ensure the capture of appropriate risk-related data to support the measurement and management of risk within Enterprise Risk Management
Collaborate with other Asset Management Risk teams to manage exposure and risks
Closely coordinate with control partners including the Compliance and Internal Audit and other areas
CFA or CFA candidate
Knowledge of investment products and investment process
Deep understanding of econometrics and statistical financial modeling
Experience in computer programming, languages and statistical packages
Demonstrated ability to work independently and across teams
Experience working in capital and financial markets, and with investments, and interaction with treasury and actuarial functions and various groups across financial firms
Strong understanding of various risk and quantitative and statistical methods including expected loss, VAR, CTE, and the application of risk appetite concepts to govern decision making, as well as strong data base skills

Senior Associate Resume Examples & Samples

Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed. Processing activities are thoroughly documented and proper documentation is received from branch offices. Ensure processing is within regulatory and firm guidelines for advisory accounts
Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts. Provide detailed, accurate and timely communications to ensure the FA or CA has a reasonable understanding of the operational status of an account
Assist supervisor with activities surrounding periodic account billing. Be able to explain all aspects of billing, verify when charges occur, ensure investment advisors and referral partners are paid properly, print invoices as necessary
Assist other team members with opening, billing and closing accounts as volumes warrant

Configuration Engineer Senior Associate Resume Examples & Samples

Act as a configuration subject matter specialist to country teams. Help these teams understand and apply the global configuration and access control management process, procedures, and tools. Serve as a country configuration lead, supporting many countries
Act as the primary escalation point for functional and technical configuration issues, for the assigned countries
Help countries understand the configuration dependencies, and their impact on processing and reporting
Achieve compliance with the service level agreements (SLAs) for the country and central teams
Review the data submitted by the country configuration team, and confirm this is complete and correct
Work through the iterative process with the country configuration team, to reach the sign-off point for the data collection phase
Define key configuration milestones and track progress
Report issues and concerns to management, when configuration timelines are not met
Design and use the input tools and migration utilities, to improve configuration efficiency
Independently resolve configuration issues that impact transaction processing for a country
Analyze the cross-environment impact of configuration activity, and manage cross-environment migrations
Serve as a configuration subject matter specialist to the product development and test team
Define the configuration necessary to test product enhancements/new software releases
Address configuration change requests from the test team
Make decisions on configuration requirements, and establish direction for country and central teams
Recommend configuration changes to meet the business needs, based on clients' requirements
Classify and prioritize work activities for the team, based on the configuration assessment
Provide guidance and analytical advice, in response to requests from the country teams
Analyze configuration data, and determine its downstream impact on processing and reporting (including statutory reporting)
Independently analyze the diverse requirements of multiple countries, defining their requirements
Analyze the cross-functional impacts of changes
Coordinates the work effort between configuration modules
Train new hires
Provide guidance, direction and feedback to Configuration Engineer associates and country configuration teams
Financial management knowledge (e.g., general ledger, accounts payable, accounts receivable, and/or project costing)
Good understanding of financial systems
Ability to analyze configuration data, and provide direction to eliminate negative downstream impact
Sound research and analytical skills
Competent at quickly providing short- and long-term responses during crisis situations
Comfortable with working independently in a self-managed environment
Understanding of financial systems
Knowledge of relational database and SQL
Experience with PeopleSoft configuration tables, for financial applications and global configuration management processes
Global configuration implementation experience
A minimum of 4-5 years experience in PeopleSoft or related applications
Process and procedure design experience
A minimum of 5-7 years experience in functional configuration engineering

Senior Associate Resume Examples & Samples

Preferably experience working for a professional customer facing services firm. HR experience not a requisite but ability to want to learn about HR is essential
Proven ability to develop and manage relationships with clients (our employees) and feel comfortable dealing with different levels
Proven analytical and problem solving abilities and is pragmatic and commercial in approach
Proven time management skills, including prioritising and the ability to multi –task
Good IT skills (MS Office, Outlook, PowerPoint, Internet etc.) and use of web-based tracking and sourcing tools

Senior Associate Resume Examples & Samples

Provide testing support across the Liquidity Risk Program including multiple work streams. The work streams include Operating Model, Business Services, & Data Acquisition
Attend various workstream conference calls to provide updates and assessments testing outcomes / implications to the business
Serve as a point of contact for North America Treasury for the firm-wide initiative
Review business requirements for the program, provide feedback to requirements submitters on quality and completeness of requirements
Assist in execution of test scripts, validate output, and track results in ALM/Quality Center
Assist with ongoing corporate and liquidity balance sheet analysis and regulatory reporting
Assist with governance and control initiatives and workstreams (SOX, User Tool remediation, balance sheet substantiation, etc.)
Other strategic projects as needed
General understanding of a balance sheet and an interest in learning how the bank funds itself
Bachelors' degree required
Excellent multi-tasking and prioritizing skills
Working knowledge of Microsoft Suites, Excel required
Ability to represent Treasury in various working groups as required
Experience with technology project testing a plus
Working knowledge of VBA/macros a plus
Working knowledge of ALM/Quality Center, CDGL/SAP, Business Objects a plus

Quality & Risk Management Senior Associate Resume Examples & Samples

Work with management&RM analysts to review submissions from client teams. Evaluate the completeness, accuracy and appropriateness of proposed transaction/requests
Identify key issues and risks in the Q&RM function or process, by comparing facts and circumstances to current Ernst & Young policies
Liaise between the client teams, other members of the Q&RM team, and various functional areas within the firm (e.g., Center for Business Knowledge, Finance, Strategic Sourcing)
Develop an enhanced understanding of the key independence rules and policies of Ernst & Young and the regulator
Respond to escalated issues, or sensitive transactions. For example, coordinate with other departments within the firm to obtain data reports, covering time charged and scheduled time to engagement codes. Analyze these reports to determine whether a Ernst & Young/Securities & Exchange Commission (SEC)/American Institute for Certified Public Accountants (AICPA) violation has occurred or is likely to occur. Communicate directly with the individual and/or the partner in charge to obtain additional information, and interpret firm/SEC/AICPA guidance to conclude whether there is a violation. Document the conclusion reached, and report violations through the firm's independence system. A similar comparison is performed with respect to the majority of the US firm's Audit and Tax scheduling systems, whereby the Q&RM Senior Associate proactively identifies potential violations, and notifies the affected individual and the related engagement team on a timely basis
Deal with executive leaders
A strong sense of initiative

Senior Associate Resume Examples & Samples

Assist in determining recommendations and strategy respective to related initiatives, including translating analysis and results into business strategy
Execute data extraction and compilation, detailed analysis, data summarization and presentations highlighting potential issues and recommending actions to senior project leads and other team members
Generate workflows and process design for business process improvement
Work with Stakholders to identify and staff project resources
Communicate with senior management regarding project progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives
Monitor projects on an ongoing basis, evaluating progress and quality, managing issue resolution and taking corrective action as necessary
Ensure projects are executed in an effective and efficient manner
Act as an interface with Control partners, ensuring projects comply with all risk and control
Lead post-implementation efforts to create more efficient, integrated operating model and infrastructure for the Finance - Risk function
Actively participate and collaborate in workstream meetings and ad hoc working sessions including driving agendas,preparing meeting minutes and keeping track of agreed actions
5+ years of program and/or project management experience required Strong core finance technical skills and solid

Preferred Transition Specialist Senior Associate Resume Examples & Samples

Provide subject matter expert knowledge of asset transition process
Quickly assess customer objectives and position solutions appropriately and effectively
Coach and develop Preferred Services Associates to meet metrics and client expectations
Grasp complex technical material quickly
Series7 and 66 (or 63/65) are required
9and 10 required although may be obtained within 120 days
Strong computer skills with anability to multitask in a fast paced environment
Bachelor’sdegree, or 1-2 years relevant work experience
Capableof effectively operating in a team oriented and highly collaborativeenvironment
Abilityto effectively manage workload in a fast paced environment
Excellentinterpersonal, leadership and oral/written communication skills
Capableof multi tasking and working efficiently under stress and high volume
Strongorganizational and teamwork skills
Previous knowledge of client accountservices is helpful

Risk Management Senior Associate Resume Examples & Samples

Engagement Reviews
Coordinating the monthly compliance monitoring project, including reviewing engagement files and liaising with teams on issues and coaching them through points arising from the review
ARC (Archive Record Centre) management
Acting as the point of contact for the ARC
Project managing the overdue archives. Involving liaising with teams when an overdue record is found until the record is archived
Analysing the overdue archives to identify repeat offenders and preparing reports for senior management
Audit rotation
Analysing reports from the rotation database to ensure compliance with the latest rotation rules
Updating the rotation database with new/lost clients and/or updates to client or team information. Including liaising with audit teams to ensure the database is kept up to date
GTAC (Global Tool for Acceptance & Continuance)
Analysing key reports for the business, UK FSO PPD and EMEIA PPD
EQR (Engagement Quality Reviewers)
Identifying suitable EQR candidates, including checking for previous involvement with the client and liaising with client teams
EMEIA PPD
10-20% of time will be spent supporting EMEIA PPD. This will include attending a monthly meeting and scripting the minutes, as well as manipulating EMEIA-wide data
Ad hoc projects
Due to the nature of the role, ad hoc projects will arise as the role progresses
Excellent communication skills, including the confidence to articulate effectively to individuals of all grades and levels
Strong organisational and project management skills, including the ability to plan ahead and manage your time as well as reprioritising when needed
Experience of financial services is preferred, but not essential
A background in risk management or compliance is desirable

Gwm Risk Reputation Risk Senior Associate Resume Examples & Samples

Advise on issue escalation to committees based on Reputation Risk criteria
Act as the point person for all questions regarding Reputation Risk process
Assess clients or transactions that should be reviewed by committees in order to recommend changes
Serve as secretary for the EMEA based committee; coordinate agenda for meetings, speakers, and facilitate meeting in person. Prepare minutes to document decision and rationale
Partner with the front office and Business Quality Control for their submissions to develop materials
Maintain materials and database. Coordinate with the Reputation Risk Office for global metrics
Coordinate review of minutes with Legal and Global Financial Crimes Compliance. Work with Reputation Risk Office to modify minutes as needed
Provide ongoing training to the client advisors and market managers in EMEA
Coordinate with GWM on-boarding team and Global Financial Crimes Compliance to understand sensitive client situations
Help investigate client situations or background as needed in partnership with other LOBs

VP / Senior Associate Resume Examples & Samples

MBA graduate
At least five years of post-graduate experience in private placements, private equity financing and/or M&A investment banking
Experience executing private placement transactions, including growth capital, acquisition financing, pre-IPO, structured credit, corporate spin-offs, minority sales and special situations
Experience executing M&A and leveraged finance, including take-privates, buyouts, and strategic or consolidation acquisitions and sell-side advisory
Experience structuring securities across the balance sheet, as well as M&A and private placement tactics and mechanisms
Experience in corporate finance and valuation techniques

Senior Associate Resume Examples & Samples

Unix / Linux: Experience of supporting Unix based applications including experience troubleshooting in a Unix environment. Power user of either VI or Emacs
SQL/Databases (MSSQL/SYBASE/DB2): Understanding of tables, views, indexes, and stored procedures, and the ability to understand them by reading their definitions. Familiarity with SQL constructs. Understanding of transactions, query plan analysis and database troubleshooting
Perl: Ability to write a Perl program from scratch and ability to understand existing scripts by looking at them. Understanding of object-oriented design and Perl data structures
Autosys: Ability to create and debug Autosys jobs and dependencies. Ability to analyze a complex job stream and correct any inconsistencies, errors or omissions and point out potential problems
Windows: Basic understanding of the Windows environment
Experienced, technically hands-on professional that understands both code and infrastructure
Solid track record in an operational/support role, understands incident/problem/change management and how to drive stability across organizations
Be able to manage an outage incident, coordinating user communications, and other teams to help resolve an incident
Strong and keen focus on metrics and trend analysis
Strong problem solving skills with ability to analyze and understand data
Candidate must have the ability to forge strong relationships and coordinate effectively with multiple parties during outages and actively communicate updates to APG and BU partners
Must be comfortable with on-call rotation including weekend work
End user support - be able to talk to users to discuss their problem and work through to a resolution
Self-motivated with exceptional oral and written communication skills, ability to communicate clearly and concisely
Strong ownership mentality with a focus on customer satisfaction
Detail oriented and organized with strong analytical skills
Experience working in a virtual or global team
Self-starter and ability to multi task with a -can do- attitude
Familiarity with ITIL terms around incident and problem management

Senior Associate Resume Examples & Samples

Working with transfer agents, correspondents, and the PCG Restricted team to obtain all required paperwork for transferring, removing legends, and processing corporate actions on restricted securities
Answering questions from operations and the field on procedures and other information concerning the status and details of restricted transfers
Collaborating with different teams on a daily basis that are involved in restricted security processing
Performing other job related duties as assigned
Reducing risk by suggesting process changes and modifications as appropriate
Knowledge of securities industry with an emphasis on physical security registration, transfers, and corporate actions
Advanced experience with Microsoft Office, with an emphasis on Excel
Strong Multi-tasking skills
Excellent interpersonal skills allowing effective and professional interaction with a variety of people

Senior Associate Resume Examples & Samples

Provide superior customer service to RBC Wealth Management branches, Correspondent firms and other operations staff as primary contact for all questions concerning Visa, check writing and ACH services as well as Transfer on Death Account set up
Process and respond to branch and firm requests such as: check orders, visa orders, stop payment requests, ACH and Transfer on Death application set up
Daily reconcile bank accounts and general ledgers related to the check, ACH and Visa products
Strong PC skills with knowledge of the Microsoft Office package
Ability to work well under pressure in a deadline oriented environment
Ability to independently manage daily fluctuations in work load and prioritize to meet department needs
Ability to multi-task and prioritize work load through out the day

Senior Associate Resume Examples & Samples

Responsible for completing all reconciliations to internal and external management systems, nightly pricing and account performance data
Track and utilize market-related indices and peer group comparisons to properly benchmark client performance
Work directly and closely with Professional Money Managers
Help implement industry initiatives as well as internal efficiencies and improvements
Provide assistance for BETALink Performance Reporting and is able to explain all reports and the Performance Tab. Correct inaccuracies as needed

IT Risk Senior Associate Resume Examples & Samples

4+ years of related work experience with a Bachelor's Degree; or, 4+ years of related work experience in a mid-sized Public Accounting firm with a Master's Degree
Experience in Risk Management practices, processes and products
Industry knowledge in mortgage banking, real estate and pharmaceuticals
Knowledge and experience in internal audit, risk management, mortgage servicing, asset management, loan portfolio analysis, internal control/SOX, IT risk and assurance
Functional knowledge related to asset-liability management, interest rate risk, funding and liquidity risk, behavioral modeling, stress testing and scenario analysis, maturity mismatch, prepayment option modeling, sedimentation modeling, etc
Understand leading practices in Treasury governance, processes, procedures and internal control environment
Solid mathematical and problem-solving skills
Great interpersonal skill
CPA, CISA, or CIA

Senior Associate Resume Examples & Samples

BA/BS required; MBA preferable
Ideal candidates will have two/three years of M&A experience at the Associate level
Excellent work ethic
High-level organizational abilities
Leadership qualities
Ability to multi-task and take the initiative while managing and coordinating mandates, meeting deadlines and working within the team

Senior Associate Resume Examples & Samples

Possess a strong working knowledge of UK employer/employee taxation issues
Hold a recognised tax qualification (CTA/ATT) and be committed to a career in taxation
Be willing to work as part of a team and be dedicated to the delivery of high-quality client service

VAT Senior Associate Resume Examples & Samples

Plan and deliver work against a tight deadline
Coaching and developing junior members of the team
Successfully address problems in a professional manner

VAT Senior Associate Resume Examples & Samples

CTA/ATT qualified or equivalent
Relevant VAT experience (experience with large corporates would be advantage)
Experience from a large consulting or legal firm is advantegous due to the size of the clients and projects
Strong advisory skills and ability to deal with clients
Strong comercial awarness
Ability to solve problems creatively and pragmatically

Hospitality & Workplace Services Senior Associate Resume Examples & Samples

Supports various hospitality & workplace functions at Ernst & Young, providing consistent quality, and cost-effective services. Arrange and coordinate facilities and hospitality services for hoteling staff
Directly manage day-to-day office, hospitality, meeting or hoteling services and programs
Monitor and evaluate performance of workplace, hospitality, meeting and hoteling services staff. Help identify opportunities for staff development and cross-training
Maintain Ernst & Young's standards in H&WS. Recommend ways to improve processes and better manage expenses
Confirm that all H&WS activity complies with the firm's procurement policies
Receive, log, and confirm hoteling and meeting reservations
Receive conference room requests (food, audio-visual, special requests, etc.), and confirm these and the subsequent set-up
Coordinate meals for meetings
Manage appropriate hoteling locker/file drawers
Coordinate with vendors (including caterers, furniture rental, audio-visual equipment rental and repair, etc.) to satisfy hoteling and conference room needs
Review and prepare invoices for approval and payment
Produce various utilization reports for review by management
Update local telephone directories
Oversee the facilities work order system ,and manage service call responsiveness
Assign work requests to maintenance services staff
Liaise with building management and outside vendors, on minor issues/projects related to HVAC, construction, moving, etc
May help develop the annual budget, and confirm that the department operates within its budgetary guidelines
May coordinate minor construction (including associated furniture, technology installations, vending services, copiers, boxes, equipment, etc.) and configuration projects. May participate in larger projects with Americas Real Estate Services
May manage and maintain floor plans and construction drawing, including "as built" drawings of the new construction and/or modifications
Adept at managing multiple tasks in a fast-paced environment
Sound organizational skills
Ability to learn and use the Ernst & Young Reserve and Ernst & Young Workplace system tools
Fundamental and strategic understanding of workplace, hospitality, meeting and hoteling services. Confident in making recommendations to Area management
In-depth knowledge of systems, tools and procedures related to office maintenance, hospitality, meeting and hoteling services
Microsoft office experience; Lotus Notes preferred
A minimum of 3-5 years customer service experience

Senior Associate Resume Examples & Samples

Monitor assigned accounts within Branches/Firms/Advisor Services each day for inappropriate transactions and/or requests and inadequate margin equity levels that may pose risk to RBC Capital Markets, the Correspondent Firm, Advisor Services and/or the client
Evaluate and place accounts on cash in advance restriction when needed. Notify and receive plan of coverage for trade through violations from Branches/Firms/Advisor Services
Review RBC Workflow cases for type 2 Journals, Prepayments, Margin activity and General Margin Inquiries from Branches/Firms/Advisor Services, ensuring proper documentation when needed
Provide daily support and assistance to co-workers as needed
High school diploma or equivalent plus two years of job-related experience or college degree in finance-related field
Proficient in the Microsoft Office package including Outlook, Word and Excel
Must be able to maintain high quality work and superior client service, while enforcing policies and procedures
Strong math and finance aptitude

Senior Associate Resume Examples & Samples

Independently conduct detailed credit analysis based on proprietary and third party due diligence and recommend appropriate debt structures and terms
(Oversee) preparation of comprehensive financial models and prepare credit memoranda for the committee
Support the internal credit and approval process for proposed transactions, from inception through to completion
Actively participate in private equity and management meetings, due diligence debrief sessions, and document negotiations
Review term sheets and legal documentation
Interface with internal functions during deal execution process and funding
>4 years' experience in Leveraged Finance, Private Equity or similar
BS/BA degree from a Tier-1 university
Strong written and oral communication skills, in English and German (oral and written)
Strong technical skills especially in financial analysis and modelling
Strong analytical, problem-solving, planning and process-strategy skills
Attention to detail in a time sensitive environment
Decision making ability and own initiative
Good interpersonal skills and Team Player
Flexibility in work hours during deal times

Senior Associate Risk Analytics Resume Examples & Samples

Works proactively and closely with Credit Review teams to improve analytics and data gathering processes
Develops automation solutions and enhances existing tools to assist Credit Review leaders in driving operational efficiency, controllership and effectiveness
Pull data from source systems, analyzes data and provides findings and recommendations to Credit Review teams
Ensures data completeness, accuracy and timeliness working with Credit Review Liaison data reconciliation routines and data integrity initiatives
Prepares periodic reporting for Credit Review teams
Performs ad-hoc analysis and reporting in support of Credit review
Understands reporting infrastructures and data production nuances
Works closely with Credit Review liaisons & businesses across GECC to automate data gathering and validate business information
Performs testing with the data in order to enhance performance within the deliverables
Bachelor's Degree with 5+ years work experience in a risk, analytics, accounting, finance, or audit role(s)
Experience in portfolio analysis and/or financial reporting
Proven presentation and communication skills; ability to present to all levels of the organization and to explain complex data clearly and concisely
Must be able to work to tight deadlines with multiple priorities
Proficient in software applications & database management, Excel, Word, Access, Power Point, Business Objects
Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act
Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
Must be willing to work out of an office in Norwalk, CT, Chicago, IL
Must be willing to travel up to 5% of the time
Six Sigma Certification (Black Belt, Green Belt, or SimpLean)

Senior Associate Resume Examples & Samples

Preparation and review of tax returns
Plan and research tax issues
Manage client relationships and provide unmatched client service
Identify opportunities to serve clients through other BKD services
Assist with development and supervision of other tax associates
In-depth knowledge of current tax laws and regulations
High-level analytical and reasoning skills
Ability to meet stringent client deadlines while handling multiple concurrent engagements
Expert PC skills as well as proficiency with the rest of the MS Office suite
Attention to detail without losing sight of the big picture
Current CPA designation

Conduct Senior Associate Resume Examples & Samples

Experience in providing regulatory consulting advice to both established companies and new entrants
The ability to make new contacts, listen to their needs and interpret this to provide new opportunities to assist them
Significant experience in delivering high quality technical support and quality assurance over CASS engagements
An in-depth understanding of the industry and regulatory environment in the UK is required, including substantial experience of advising on CASS issues
The ability to make new contacts, build relationships, listen to and understand client needs and interpret this into new opportunities to assist them
Technically proficient in the FCA principles and rules including the following

Senior Associate Resume Examples & Samples

Degree Qualified
Recognised accountancy qualification eg CIMA, ACCA , ACA (either part or fully qualified)
Proven ability to produce quality work under pressure and to tight deadlines; and
Highly proficient in the use of Microsoft Office applications
Recent experience of fund management and administration either in a funding organisation or in a recipient organisation
Recent experience of working as part of a large team on multiple large scale, high profile assignments for key public sector clients, ideally in the international development arena
Hold a current project management qualification (eg Prince 2)
Language skills (in particular, French)

Forensic Services Senior Associate St Albans Resume Examples & Samples

Analysis and review of large volumes of data as part of an investigation
Report writing
Presenting and explaining findings in a clear and concise manner
Dealing with clients and project management

IT Risk Senior Associate Resume Examples & Samples

A relevant professional qualification (i.e. CA, IISP, CISA, CISSP, CIA or CISM)
A proven track record of experience from either a big 4 practice, consulting or from within the Banking & Capital Markets sector
Subject matter specialism in a relevant area of technology
A strong personal network and the ability to play a role in the development of new business
Exceptional client relationship and consulting and/or assurance skills Ability to manage across multiple complex projects
Experience of strategic IT planning / Information Security Strategy
Management skills that allow successful project management of a number of teams simultaneously
Strong business awareness, sound reporting skills and the ability to work under your own initiative
Risk and Regulatory Frameworks (ITIL, CobIT, ISO 27001, PCI-DSS etc)

Prudential Regulation Senior Associate Resume Examples & Samples

Identifying the impact of prudential regulatory change and supporting clients to adapt to the challenges the new regulatory landscape presents
Supporting technical analysis and developing an area of specialism where you will become the 'subject matter expert'
Preparing regulatory analysis and reports
Supporting senior team members through the development of marketing and sales activities and continuous client contact programmes with senior client staff
Providing input to the debate on development and application of regulation, participating in PwC’s Thought Leadership
Knowledge and experience of the banking (retail, commercial and/or wholesale) sector, including a strong understanding of risk and capital management processes and procedures
Strong relationship management skills are essential as well as experience in project management
Experience of problem solving and being able to implement and deliver solutions tailored to a client’s needs
Strong numeracy and report writing skills
An ability to understand, interpret and communicate complex regulation
Deep technical experience and expertise in one or more aspects of the regulatory prudential regime, for example credit and counterparty risks, market risk, COREP, own funds, large exposures and liquidity
Experience and expertise in capital planning and forecasting including stress and scenario testing
Project assurance and project management skills including managing teams
Experience with governance and risk management frameworks and systems and controls supporting. prudential regulatory requirements
Agility to flex to different roles and support clients with varying requirements

Senior Associate Resume Examples & Samples

Strategic public procurement advice
Review of client procurement functions
Reviewing and advising upon a wide range of public sector commercial contracts
Responding to and participating in competitive tender processes
Assisting in business development and seeking new work opportunities, including taking part in proposal processes for our own services
Qualified solicitor in England & Wales or equivalent common law jurisdiction
Significant public procurement law experience
Strong commercial contract drafting and analytical skills
4-5 PQE
An interest in working in a variety of public sector markets
Experience of working with consultants
Email job

Redress & Remediation Senior Associate Resume Examples & Samples

Working as part of a project team and leading work streams on large engagements. This could be in PwC and / or client offices
Taking responsibility for the preparation of reports and presentations; attending presentations of findings/recommendations to client management team(s), including Boards of Directors
Leading technical input by becoming the 'subject matter expert' to a number of areas of importance to our clients in the regulatory arena overseeing the identification and mapping of key systems and controls for demonstrating compliance with applicable FSA regulations
Assisting with proposition development and preparing for client meetings; building relationships with peers at key clients and across the industry
People development, mentoring and coaching junior staff
Technical research and participating in PwC’s Thought Leadership
Experience within the financial services industry or a regulator/ombudsman service
Member of the Chartered Insurance Institute
Relevant professional qualifications in financial planning, investment advice, taxation, mortgage etc

Senior Associate Resume Examples & Samples

Experience of the UK asset management market or UK regulatory environment
Drive and determination to win new work, build our reputation and expand our service offerings to our clients
First class communication and writing skills
Technically proficient in some areas of the FCA regime and requirements – including (but not necessarily expected to be an expert on all of the following): approved persons, training & competence, prudential requirements, supervisory process, principles-based regulation, client money and client assets, s.166 and enhanced supervision
Experience in providing consulting advice to both established assets managers and new entrants– the ability to make new contacts, listen to their needs and interpret this to provide new opportunities to assist them
An enthusiasm and commitment to working in the asset management industry and to learning new areas of regulatory expertise and applying this as part of a team based approach
A desire to build relationships with clients and to build a business based on trust and experience

Senior Associate Resume Examples & Samples

Being a member of a team on large and small engagements - working as part of a project team on client sites and day-to-day liaison with clients
Relationship building and networking with clients and internally across PwC
Understanding and responding to proposed regulations and industry developments, acting as the 'subject matter expert' to a number of projects relating to regulatory and compliance services for the client
Identifying and documenting key systems and controls for demonstrating compliance with applicable regulations
Technical research, supporting the responses to consultation papers from relevant regulatory bodies
Providing input to the debate on development and application of policy, participating in PwC’s Thought Leadership
Experience in delivering business advisory or consultancy services to financial services institutions to one or more of; Banking and Capital Markets, Life Insurance, General Insurance and Broking or Asset Management ; proven compliance experience in wholesale financial services sector; or, experience working with the FCA or equivalent overseas regulator
An understanding of the industry and regulatory environment in the UK (or equivalent overseas market)
A working understanding of FCA principles and rules
Willingness to expand technical knowledge in a broad range of client facing projects
Ability to play an active role in the delivery of a projects relating to compliance and governance arrangements
Educated to degree level coupled with further accountancy or other professional qualifications (ACA, CIMA, CCA or equivalent)
Strong client handling and relationship management skills are essential as well as experience in project management
Strong analytical skills with experience problem solving and being able to implement and deliver solutions tailored to a client’s needs

Senior Associate Resume Examples & Samples

Risk analytics and Prudential reporting
Conduct, culture and the customer
Operational resilience
Redress and remediation
Helping our clients to articulate the framework within which they manage conduct and financial crime risks, identifying and assessing that risk, assisting their development of measurement methodologies including risk appetite, and supporting Board level decision making to deliver their desired customer outcomes
Helping our clients to design compliance functions and corresponding business target operating models and supporting our clients to implement the necessary process to deliver effective control both at UK and Global levels
Designing effective governance and reporting processes to understand and manage conduct and financial crime
Guiding the response to regulatory processes and interventions, supporting our clients’ efforts to rebuild trust with UK and overseas regulators; and
Interpreting new regulation, assisting our clients to understand the impacts on their business strategy, culture and operating model, and managing multi-workstream change management programmes
Being able to build and maintain relationships with senior stakeholders
Demonstrating flexibility and taking responsibility for delivering quality work and getting things done
Being a team player that leads and contributes to team success
Bringing valuable insight and experience from industry or regulators
Degree educated or equivalent
Experience within the financial services industry - capital markets, investment banking, retail & commercial banking, asset management, or insurance
Excellent communication skills, specifically in negotiating with and influencing others
The ability to stay abreast of regulatory developments driving the industry and key issues affecting regulated firms so as to anticipate and understand the impact of such developments on clients
The confidence and skill to interpret and discuss governance and regulatory principles with a range of stakeholders
Previous consulting experience

E Discovery Senior Associate Resume Examples & Samples

Forensically obtaining data from computers, servers and mobile devices; ensuring that the evidential integrity of the data is maintained and is not compromised
Performing in-depth forensic analysis, data recovery and normalisation of data in preparation for review by investigators or legal counsel
Consulting with clients on business issues, often explaining complex technical concepts to non-technical people
Drafting reports and presentations to explain our findings
Researching new products, tools and techniques to assist with streamlining internal processes and methods of presenting results to clients
The ability to come up with creative solutions to complex problems
Exceptional analytical and technical aptitude
The ability to manage time, prioritise tasks and work under tight deadlines
The ability to work independently with little supervision, but integrate well into teams
Concise and clear communication when presenting and explaining results and findings
A strong desire to learn and willingness to share knowledge

Senior Associate Resume Examples & Samples

Calm under pressure and agile in approach
Willing to travel regularly to client sites, including those abroad
Able to speak with clarity and conviction in business presentations
Able to prepare concise and engaging written work, delivering messages with impact
A self starter, an ability to think on ones feet and deal with unexpected challenges is an advantage; and
Motivated and driven to build a satisfying and rewarding career

Senior Associate Resume Examples & Samples

Working as part of a project team on client engagements
Carrying out qualitative and quantitative analysis on regulatory issues
Preparation of written reports for clients
Delivery of presentations to clients
Taking role as 'subject matter expert' on key aspects of regulation
Building and maintaining your network of colleagues, clients, and key stakeholders
Input to PwC’s Thought Leadership on Risk and Regulation in the Life Insurance Market
Experience within the Life Insurance industry or financial regulation
Possess understanding of regulatory issues from perspective of the first line (e.g. product development and marketing), second line (risk and compliance) or third lines (internal audit)
Technically proficient in UK regulatory environment including good knowledge of the latest developments
General understanding of structure of Life insurers including governance structures and operations, and industry best practice in compliance
Excellent communication and organisational skills, both written and oral
Ability to analyse and interpret financial and non-financial data

Senior Associate Resume Examples & Samples

Valuations
Financial Risk Management Frameworks
Capital & Balance sheet Management
Risk, Reporting and Architecture
Operational Risk
Previous risk experience
An ability to map processes identified from a risk management perspective
Basic to intermediate knowledge of at least one of the following areas
An insurer or bank
Other large corporate organisations
Consultancy role delivering services to 1 or 2
An ability to collect and utilise current, role-relevant business and industry trend information
An ability to plan and deliver work against tight deadlines

Senior Associate, Pensions Resume Examples & Samples

Using your pension’s knowledge within a wide commercial context
Using the technical skills you have and build on them with commercial knowledge and project experience within a challenging environment
Taking on a wide-ranging portfolio of work while developing client exposure and business skills
Maintaining regular contact with internal colleagues and external clients, including active account management
Assisting clients with their DB and DC related issues
Assisting the management team in developing new business
Advising businesses as part of a multi-disciplinary team, including other professionals such as Tax, Accounting, HR, wider employee reward and Corporate Finance
Work with a diverse team environment from the projects you work on, the clients with whom you develop relationships with and the people you work alongside both internally and externally
Be involved in the delivery of large projects and/or oversee a number of smaller projects
Coach junior members of the team
Commitment, drive and a strong team player
Understanding of the pensions framework in the UK
Proven ability to build and maintain successful stakeholder relationships
Flexibility to deal with uncertainty and lack of clarity
The ability to work well within a team
The ability to pick up new skills quickly
Part (or nearly) Qualified Actuary
Knowledge of the employee pensions/benefit issues facing employers across the UK and the rest of the world
Appreciation of employee benefit / HR issues wider than pensions
Experience in explaining complex pensions ideas to trustees or corporate clients

Treasury Senior Associate Resume Examples & Samples

Focusing on providing advice to clients planning to raise external debt
For ICMA Comfort letters
Benchmarking Treasury function effectiveness, including providing detailed review of policies and procedures
Giving advice on treasury transformation and implementation of good practice
Recommending improvements on working capital, cash management, cash forecasting, investments, and banking relationship management
Advice over the design of treasury target operating models
Counterparty risk and market risks,
Advice on internal/external funding, liquidity management and financial risk management (market, credit and liquidity risk)
Management reporting
Organisation and governance and technology systems
Organisational structure analysis
Ability to apply PwC risk management requirements in complex and time critical engagements
Ability to communicate clearly with clients at all levels
Ability to interpret financial statements in particular around debt issuance programmes

Senior Associate Resume Examples & Samples

Timely and accurate completion of
Trade verifications, documentations
Trade settlement instructions / processing
Timely response to client service queries
Manage ad-hoc reporting requirements including risk and regulatory reporting

Senior Associate, Asia Listed Equities Resume Examples & Samples

Bottom up fundamental analysis
Analysis of corporate governance risks
Desktop research including preparation of financial models
Reading annual reports and prospectuses
Preparation for and meeting with corporate management
Presenting stock recommendations to portfolio managers
Detailed Excel modelling of historic earnings and forecast accurately future earnings potential
Tertiary qualifications in Finance/Economics/ Maths/Accounting/Engineering or other relevant disciplines
CFA qualified, or conducting CFA highly preferred
Experience: Minimum 2-3 years financial industry experience. Accounting and Management Consulting experience will also be considered
Minimum 1-2 years either buy-side or sell-side experience is equally preferred
Be able to work to tight deadlines and have the flexibility to work outside of regular office hours when required
Be highly numerate and analytical
Additional Asian language skill is preferred
Team player, corporate culture essential
Experience in value investing with preferably some industry work experience in ASEAN markets and knowledge of a specific sector

Senior Associate Futures Trade Processing Resume Examples & Samples

All aspects of trade capture for exchange traded derivatives
Matching exchange trades and client allocations
Identifying and resolving processing exceptions
Completion of daily processing within required timeframes
Liaison with other operations teams, in Sydney and offshore locations
Preparation of management reporting
Futures global product and processing knowledge (essential)
Experience dealing in a fast-paced environment, with hard deadlines
Excellent attention to detail and deliver accurate work of a high quality
Demonstrated organisational skills and the ability to manage multiple tasks and to prioritise these effectively
A positive work ethic, be a team player and self motivated

Caf Credit Analyst, Senior Associate, Glasgow Resume Examples & Samples

Reviewing and analysing transactions proposed with counterparties across multi business channels and to ensure that they are well structured, meet appropriate return hurdle and are within prudent limits. It should be noted the multi channels include mid-sized corporates, SME's introduced by third party brokers and consumers introduced from dealerships and brokers
Credit analysis on mid size corporate entities (with a focus on fleet companies and their customers)
Ideally gained exposure to a broad range of credit and facility types, typically $5-50 million AUD
Part qualified CA or CFA qualification is desired

Structured Products Group Senior Associate Resume Examples & Samples

Draft marketing materials (presentations, term sheets, etc) for clients
Run cash flow scenario analyses for investors
3-5 years of experience in structured products at a major financial institution or a top tier accounting firm required; origination/structuring experience preferred
Experience with cash flow modeling of ABS, CLO or other types of securitized products required

Senior Associate Resume Examples & Samples

Work closely with portfolio managers to optimize Prudentials private equity portfolio
Aid the portfolio managers in the evaluation and diligence of secondary fund buy/sell opportunities including pricing and underwriting of funds and underlying assets
Assist in the development and maintenance of secondary market relationships
Work with counsel to structure and negotiate the terms for transfer agreements, side letters and other agreements as necessary
Assist in the sourcing, underwriting and monitoring of primary fund investments and co-investments
Lead ad hoc private equity-related analytical projects

Senior Associate, Wealth Strategies Resume Examples & Samples

Asset Allocation and Fee Proposals (5%): Assist Wealth Strategists by preparing asset allocation and fee proposals for client meetings using WealthBench application and fee generator tool
Special Projects (15%): Complete special projects related to sales process and lead generation as assigned. Support evaluation and implementation of various tools used in sales process
2-3 years of investment management or trust experience

Senior Associate Resume Examples & Samples

Five years or greater of administrative and project work experience in a professional services and/or consulting firm environment. Some prior tax processing experience preferred
Advanced level of expertise in Microsoft Word, PowerPoint, Excel, Adobe Professional, Outlook, web- based applications, and database solutions are required. Ability to learn various other programs and applications as necessary and/or required. Microsoft SharePoint and Visio knowledge preferred
Highly effective and polished spoken and written communication skills and competency in grammar and attention to detail
Excellent project management and organizational skills with the ability to multi-task and prioritize to complete client work and projects
Strong planning skills with ability to coordinate materials and communications relative to events and conferences
Strategic awareness and ability to bring ideation and efficiencies to projects and processes and champion efforts related to change management and operational effectiveness
Work well independently and in a team with professional presence and exceptional customer service

ALM Senior Associate Resume Examples & Samples

Design and create reports that analyze behavior of agency MBS with the intent of identifying optimal trading/hedging strategies
Creating and designing risk reports to better understand the various risks embedded in the portfolio
Analyzing prepayment behavior across different mortgage products and correlating portfolio returns with said behavior
Experience in prepayment modeling for agency Mortgage-backed securities, including development and implementation of error-tracking and calibration frameworks
Design and implementation of statistical models
Development and implementation of monte-carlo simulation frameworks for statistical processes and prepayment modeling
Perform ad hoc analyses as required (e.g. performing and interpreting model results for various interest rate scenarios)
The job will require benchmarking and verifying the quality of risk metrics generated by the prepayment model
Testing for data integrity, statistically characterizing the data, and preparing data for further analysis
Bachelor's degree in Business, Finance, Accounting or Economics is required. Graduate degree preferred along with a strong quantitative background
At least 3 years in banking, a finance corporation or broker/dealer required. (Master's degree and at least 1 year in banking, a finance corporation or broker/dealer will be considered in substitute of 3 years experience)
Written and oral communication skills, ability to work both independently and as part of a group is required
Project management skills and the ability to work on several projects simultaneously are desired
Strong understanding of structured products risk analytics (Agency MBS), preferred
Strong understanding of statistical modeling and Monte Carlo simulations, preferred

Equities Clearing Senior Associate Bangkok Resume Examples & Samples

Have relevant tertiary qualifications
Have at least two years' working experience in Securities Operations in either a stock broking firm, custodian bank or asset management company
Be fluent in English and Thai (verbal and written)
Be familiar with operational processes in settlement and clearing and/or custody functions
Possess knowledge of rules and regulations governing the securities market in Thailand

Credit Analyst, Senior Associate, Glasgow Resume Examples & Samples

Counterparty credit reviews
Due diligence of documentation, to unearth any covenants or clauses that may impact the structure or pricing of transaction
Ensure a first class service level to our customers
Manage the productivity statistics of the proposals and ensure a high level of efficiency in the department
Ideally experience in the credit analysis of mid size corporate gained in a financial services institution, alternatively we welcome the profiles of recent graduates with experience in financial analysis /financial due diligence
The ability to build strong relationships with colleagues and clients
Tertiary education in finance/commerce
Intermediate MS Excel skills

Senior Associate Resume Examples & Samples

Monitor, reconcile and report on the overall budget
Monitor spending and identify variances
Monitor and report on overall cash flow
Create project plans and milestones, and track and report on project progress
Identify and analyze business procedures; assist in drafting detailed standard operating procedures
Act as the primary liaison between the business, third-party vendors and technology regarding process and procedure as well as systems updates
Draft summary and detailed executive decks related to operations’ finances and projects
Undergraduate degree; post-graduate degree MBA strongly preferred
Five or more years of relevant financial services experience, ten or more years preferred
Prior experience managing and reporting budgets
Prior experience managing a PMO
Must have excellent experience utilizing MS Excel (financial reporting) and PowerPoint (executive decks)
Hands-on team player that can work independently and accepts ownership for planning and implementing
Solid interpersonal skills and ability to quickly form meaningful working partnerships that demonstrate leadership

Senior Associate Resume Examples & Samples

Independent review and assessment of client suitability profile based on data collected from client and client facing staff
React to, investigate and resolve potential client situations such as trading errors or client complaints
Respond to ad hoc requests and client issues

Senior Associate Resume Examples & Samples

Serving as a key member of the deal team in the underwriting and loan approval process. Develop initial deal screening materials, followed by extensive underwriting due diligence, prepare materials for formal loan approval and assist in the closing of the transaction
Managing assigned portfolio investments to monitor account performance and prepare formal quarterly reviews
Bachelor’s degree required and at least 3 years of financial transaction experience
Strong financial statement analysis and financial modeling
Excellent analytical, writing, communication and presentation skills
Team player capable of handling a wide range of responsibilities
Formal credit training program or MBA / CFA is a plus
Self-motivated individual capable of working on deals in a timely fashion with limited oversight
Desire to work in a high growth, energetic environment with ample opportunities for advancement

Securitization Senior Associate Resume Examples & Samples

Assist with assessing and manage reviewing mortgage loan populations, data, transaction timelines, processes and procedures for transaction related deliverables and execution
Review structures, proposals and all transaction related matters with manager and third party bankers – ensure full understanding and implementation of proposals and considerations
Coordinate with and manage various internal departments and 3rd parties re scheduling and execution of all pre, during and post transactional tasks and personally review and/or prepare all aspects for accuracy and completeness, including

Senior Associate Resume Examples & Samples

Drawing on the application of mathematical techniques
Effectively employing the vast array of analytical techniques and data flow within Citigroup fixed income
Working closely with other specialist research and strategy groups who cover the classes of debt incorporated in the structured products

Senior Associate Resume Examples & Samples

Drive high-quality work products within expected timeframes and on budget
At least 4 years of relevant consulting or industry experience, preferably in a professional services environment or MNC
Application Risk & Controls
Working experience on at least two (2) full cycles of access control framework definition, security role design, remediation and implementation for ERP solutions such as SAP and Oracle
Understanding of and/or implementation experience with a variety of GRC tools (e.g., SAP GRC and Oracle ICM)
Information Management and Analysis Services
Working experience in one or more of the following domains: data / statistical analysis, data management, data quality assessment and profiling, data governance, data warehouse / Cubes development, business intelligence, data mining, data conversion, continuous auditing / monitoring, data modeling, and/or ETL development
Competency with one or more of the following tools would be an added advantage: SQL, R, ACL, IDEA, SAS, SPSS, Business Objects, Congos, Tableau, Spotfire or other OLAP / analysis tools
In-depth knowledge with analytics implementation / development in one or more domains / industries (e.g., procurement, HR, banking and / or government) would be useful
Strong analytical and problem-solving skills, and ability to work with incomplete or imperfect data
Ability to identify and visualize relationships within large, not obviously related data sets
Familiarity with linear algebra and matrix algorithms is a plus. Ability to build and interpret probabilistic models of complex, high-dimensional systems is a plus
Financial Services Technology Risk and IT Regulatory Services
Strong understanding of industry operational and technology risk management processes and underlying technology controls
Experience in engaging and managing a variety of stakeholders with an ability to consult and develop remediation options, risk mitigation solutions
Understanding of regulatory reporting requirements and underlying technology requirements

Senior Associate Resume Examples & Samples

0-2 years of post-qualification experience from midsized to Big 4 audit background, potentially in
BPO finance environment
Energy, enthusiasm and flexibility
Empathy, patience, confidence, seeks continuous improvement
Robust and assertive, able to handle conflicting demands and priorities

Senior Associate Resume Examples & Samples

Prepare monthly executive management reports and scorecards to senior executives, including the firm's CFO, Controller, and the Director of HR
Provide insightful, meaningful and forward looking commentary on both the P&L and balance sheet, including monthly plan vs. actual variance explanations, forecasts and supplemental analyses
Partner with Corporate HR executive teams and providing value-added insight on key initiatives
Support the preparation of ad hoc workforce-related reports for distribution to senior JPMC executives
Bachelors degree in Finance, Accounting, Business Administration or related field
3+ years of core finance experience
4+ years experience of proven ability to manage projects
5-7+ years experience in Finance / Planning & Analysis
Technically proficient in MS Office; experience working directly with EssBase preferred
Must be a team player with proven leadership experience
Strong verbal and written communication skills are essential

Senior Associate Resume Examples & Samples

Excellent skills in Microsoft Office applications (PPT, Excel, Word)
Investment research experience is an added advantage
Good exposure to Banking & Capital markets domain and a sound understanding of KPI’s in Banking industry
Understanding of regulatory requirements like Sarbanes Oxley Act, Basel III, Dodd Frank Act etc for financial institutions

Private Banking Bqa Senior Associate Resume Examples & Samples

Prior relevant wealth management experience of 5-8 years in Risk management or Audit
Genuine interest in understanding risk and control framework within Wealth Management industry, understanding of Private Banking investments platform and private client needs
Mindset to understand risk and control, compliance procedures and policies
Excellent organizational skills and the ability to effectively handle multiple priorities
MS Excel and PowerPoint expertise is a requirement

Senior Associate, Risk Management Resume Examples & Samples

Assist in the development and implementation and enhancements to the TIAA stress testing and scenario analysis analytical framework and the process to measure risk
Assist in the development of new data and analytical systems for Enterprise Risk Management
Ensure the capture of appropriate risk-related data to support the measurement of risk sensitivities within Enterprise Risk Management
Support investment and operational risk for balance sheet exposure monitoring and reporting
Collaborate with other Asset Management Risk teams to measure exposure and risks
Assist and coordinate with control partners including the Compliance and Internal Audit and other areas for stress testing process
Strong understanding of various risk and quantitative and statistical methods including expected loss, VAR, CTE, as well as strong data base skills
Strong communication skills (verbal and written). Experience working in capital and financial markets, and with investments, and interaction with treasury and actuarial functions and various groups across financial firms

Senior Associate Resume Examples & Samples

Compliance of Indirect Taxes (like service tax, VAT, WCT etc.)
Able to interact with the Consultants and the tax department on the subject
SEZ compliance knowledge preferable
Any other task to meet the job requirement
Preparation of audit schedules for Tax accounts
Handling monthly TDS remittances and reconciliation of tax accounts to the books
Filing E TDS returns
Support in closing the TDS default notices
Support for assessment work - direct and indirect tax
Chartered Accountant with 0-2 years of experience
MS Office, specially excel
Working knowledge of accounting packages like Oracle SAP (not mandatory)
Good Communication skills and conversant with Direct and Indirect Tax laws
Good analytical skills and aptitude for working with numbers
Preferably from ITES sector
Knowledge of the principles of accounting, reporting and analysis
Expertise to analyze data and ascertain validity
Experience in working in an off shore environment
Ability to think logically and “out-of-the-box”, have a positive approach towards learning and up-skilling, enthusiastic about taking on new tasks, ability to propose logical solutions for difficult exceptions encountered
Ability to understand business rules and ensure their application, as appropriate
Good oral/written communication skills, good flow of thought, customer handling skills
Ability to work with high volumes against tight deadlines
Advanced MS Office skills (Excel & Powerpoint)
Highly dependable and ethical

Senior Associate GCR Ems-geet Resume Examples & Samples

Develop simple quick fire report customizations leveraging our Business Intelligence tool and MS Excel and MS Word
Build data import templates and solutions and assist client teams to communicate import file requirements to client
Configure automated test scripts and undertake system enhancement, localized DB and language testing
Report MS NAV system usage statistics (Company creations/system usage)
Managing relationships with countries and regional contacts and also with geographically diverse service centres
Building good knowledge of internal business processes and to offer guidance to drive efficiencies,
Coordinate projects and monitor delivery of multiple tasks against deadlines
Meet delivery deadlines and clearly communicate expectations
Enhance collaboration between MS NAV/SharePoint and with the Client through support and provision of standard reporting templates against client needs
Scope complex report customization
Bachelors or Master’s degree, in any discipline with strong affinity towards IT tools and technologies
Proven experience on ERP applications like SAP, Oracle with focus on financial management modules of the ERP suites. Previous working experience on MS Dynamics Navision 2009, 2013 would be an added advantage
Very good accounting and book keeping knowledge is a must. Direct and indirect tax compliance experience would be added advantage
MS Office suite (moderate to expert level) - expert level knowledge in Excel and MS Word
Able to provide functional support in good time in order to respond to critical usage requests from the business
Knowledge of or prior experience of BI tools (in particular JET Express or JET Essentials) an advantage
Have excellent communication skills - both written and oral
Demonstrate capability to filter the key business requirements and to have sufficient creativity to build simple solutions in which the most important requirements are delivered to time and cost
Demonstrate strong organizational skills, structured thinking abilities and be able to see a project through to the end
Able to demonstrate ‘business acumen’ and to be able to identify and challenge inefficiencies
Demonstrate an eye for detail
Be flexible and willing to adjust responsibilities to align with developing business needs
Demonstrate capability to work in a multi-cultural environment and in complex environments where objectives may not always be aligned

Capital Markets Senior Associate Resume Examples & Samples

Responsible for product marketing, memorandum preparation, company and product specific research, modeling and analysis
Active role in transaction process or trade execution and overall underwriting support. Timely and accurate input of trade tickets
Performs moderately complex financial analyses, conducts research and prepares reports and supporting documents
Facilitates work such as due diligence, document processing and financial/statistical analysis related to a transaction
Independently handles client responses to memorandums and will be responsible for distribution of transaction
Ability to recommend appropriate capital structure alternatives to clients using the firm’s products
Actively interacts with clients, executive management and investors with more senior staff
Provide general operational and administrative support for fixed income municipal sales and trading
Complete compliance documentation and reporting
Research and remediate trade and settlement issues
Bachelor’s degree in Finance or related field is required
Up to 6 years experience in the financial industry required. 5 plus years of financial analysis experience is preferred
FINRA Series 52 (or Series 7 obtained prior to 11/7/11) and 63 licenses are highly desired upon hire or must be obtained within 120 post hire
Strong computer and analytical skills
Ability to communicate both verbally and written
Experience with database usage and management preferred

Cib-transaction Processing Spec-senior Associate Resume Examples & Samples

Responds to routine queries/complaints
Comply with the firm's policies & SOPs
Exhibit effective communication with key stakeholders
Thorough knowledge of SOPs/related check points
Must be able to work under pressure
Able to grasp/learn concepts and procedures quickly

RA CMC Senior Associate Resume Examples & Samples

Works under limited supervision to assist in planning, review and preparation of CMC (chemistry, manufacturing and control) components of investigational new drugs, new biologic license applications and related progress reports, amendments, supplemental applications, and continued maintenance of approved marketed products
Work across functional groups and program teams
Coordinates and perform preliminary assessment of CMC change controls, develop submission plan of CMC change controls

Senior Associate Hcm Resume Examples & Samples

Work with the Project Lead and 3rd Party Supplier to develop and implement a best practice project methodology
Create multiple Project Plans, ensuring overall consistency between the plans and highlighting any resource conflicts
Monitor the project lifecycle, maintain the Project Plan, and manage issues
Identify and add in any new requirements, and liaise with project teams both internally and externally to report on project status
In conjunction with the relevant internal Workstream leads and stakeholder groups, prepare all project documentation and materials including Business and TRS System Requirements, tracking plans, briefing presentations, Process Maps, Test Scripts, Deployment Plans, Lessons Learned meetings
Support the Project Lead in the day-to-day recording and accountability of project expenditure, administer the project budget, monitor the status of invoices, and carry out day to day budget management duties
Work to ensure Global Reward Manager and benefits team responses are reviewed, V&F change requirements and dependencies are fully understood, and that technical resource activities work according to project key milestones
Complete V&F updates and changes as required, and work with Global teams to ensure testing and satisfaction is complete
Use TRS technical system expertise to liaise, support, and respond to internal stakeholders and global reward teams regarding specified technical system queries
Liaise with data feed leads to ensure timings in accordance with overall plans are completed
Update Mantis change control system with issues arising from V&F code and UAT testing on both a project level and business-as-usual level
Assist and lead UAT system code and data testing on a Project Ad hoc basis
Work with the business TRS Team and assist with data analysis and review where required
Work with the PMO Lead to develop and launch TRS global communications as required
Bachelor’s degree in Human Resources, Business Administration
Able to manage time effectively and work under deadlines
Ability to consult business stakeholders and translate technology needs into technical requirements
Total Reward System understanding and expertise
Global Reward/Benefits understanding
MS Project, Excel, Word, PowerPoint, Mantis, Visio, Live Meeting, SharePoint Team Sites
Excellent, precise written English
The ability to communicate with and relate to international teams
Highly organized individual with experience in developing and maintaining enterprise systems
In-depth knowledge of multinational HR, compensation and benefits structures
Applied understanding of agile development methodologies and SQL configuration
Experience in project and change management to support global technology implementations

Senior Associate, Operational Risk Resume Examples & Samples

Energetic person who is a self starter and proactive – willing to roll up sleeves to get the job done Experience with Operational Risk Management and related concepts, e.g. IT security, model risk, vendor management, internal and external fraud
Strong project management discipline and ability to oversee multiple projects to completion
Solid experience defining/documenting business processes and functions
Strong ability to think critically, comprehend detailed business, technology and risk concepts and develop and defend an independent position that’s based on a pragmatic and balanced assessment

Scotia Mc Leod Senior Associate Resume Examples & Samples

2 yrs Industry Experience
Knowledge of back office procedures
In-depth industry knowledge

Senior Associate Resume Examples & Samples

Help clients deliver human capital strategies and workforce optimization programs imperative in an organization’s success
Work with Business Leaders on organization restructuring efforts, workforce planning, competency modelling, performance and rewards management
Work with Business Leaders on improving the effectiveness and efficiency of the HR function
Be part of the overall growth of the Advisory Practice in the ASEAN region
Degree in Business, Commerce, Human Resources Management and/or other relevant disciplines
At least 4 years of working experience in a Consulting environment
Candidates with at least 8 years of working experience with 5 years in a client facing consulting role will be considered for Manager level
Delivered projects in manpower planning, competency modelling, performance management, rewards strategy design and organization re-structuring
Proven ability to build valued relationships with clients
Passion to create a positive learning culture, to coach and develop team members
Good communications skills, especially fluent in written and spoken English

Senior Associate Resume Examples & Samples

Perform the roll of Gatekeeper, establishing and maintaining one voice. All information and communication to and from the field flows through one source, inclusive of all written brand communication – for J.Crew
Update and oversee Store Intranet content
Manage the Weekly communication to all J.Crew & Factory stores working in coordination with the Merchandising, Inventory Control, Visual, Loss Prevention, Operations, Finance, Planning & Construction, IT and Human Resource teams
Manage the Retail & Factory Calendar and workload meetings including managing store tasks and prioritizing store workload
Manage, update, implement & distribute the Operations Manuals and all in store materials
Assist in developing quarterly & full-year product training agendas with field leadership team to support current & ongoing initiatives
Liaise with cross-functional departments to provide guidance and partnership around associate education – both training for new processes and development of new company-initiatives, product, etc
Communicate NSO and press highlights to internal team
Manage the consolidation of all information and materials to the field in the monthly transmittal
Coordinate all contests – from conception to execution to awarding of winners
Manage store address list and contact list for the field organization
Manage all training collateral, public relations, marketing, scan sheets and store information
Liaison with all levels of the company
Bachelor’s degree plus a broad knowledge of Retail Operations; 3-5 years related experience required
Proficiency in Word, Excel, and PowerPoint is also required. InDesign and Photoshop, Illustrator or other graphic programs needed – we will train applicants on these programs if not proficient
Strong written and verbal communication is critical
Strong interest in J.Crew product, fashion and trends
Professional maturity and ease with all levels of company management is needed

Senior Associate Resume Examples & Samples

Support global stakeholders and suppliers
Manage customer inquiries through multiple communication touch points
Follow country specific guidelines and tax rules for invoice processing
Research and resolve complex problems
Analyze inquiry data and identify process improvements to reduce/eliminate defects and present to operational leadership

Senior Associate Resume Examples & Samples

Foster, develop and maintain relationship with business partners, sponsors and internal/external stakeholders by strong understanding of their evolving needs, expectations, perceptions and key business imperatives
End-to-end client accountability on all consulting and pre-transition assignments, involved in regular interactions with prospective clients in the form of workshops and meetings
Should be able to conceptualize / visualize business solution and deliver customized presentation, business collaterals articulating progressive value proposition to the executive level audiences and follow up with the leaders for closing the loop
Creating business cases / proposals / collaterals with inputs from the Functional Leader and working closely with the internal stakeholders
Support to be provided in managing client/business partner visits
Maintain confidentiality and MI reporting as appropriate
Ability to analyze and report on data obtained from multiple sources and to make recommendations to the leadership – highlighting impact / change
Ability to work within a matrix environment – where a “one size fits all” may not be sufficient
Should have good people management skills with ability to influence stakeholders, internal and external
Strong computer (MS Office) skills – with strong analytical skills to interpret data and present in a clear format to Senior Stakeholders. The resource will need to handle, analyze and report on data obtained from multiple sources
Ability to prioritize, drive and adapt to change quickly in a fast paced environment
6 – 7 years

Senior Associate Resume Examples & Samples

Pre-existing knowledge and understanding of media industry
Financial statement analysis and understanding along with Excel familiarity are preferred
Strong communication skills in English and Chinese is a plus
Sell-side equity research experience preferred

100

Citiresearch, Senior Associate Resume Examples & Samples

MBA and/or CFA required; or CPA or consultant with 4+years of experience in the banking sector
Bank industry experience preferred, but not required
Strong financial analytical and quantitative skills required
Detail oriented individual
Strong Excel skills required; Proficiency with SNL Financial, FactSet, Bloomberg and other research applications preferred

101

Senior Associate Resume Examples & Samples

Bachelor or Master Degree with a minimum of 5 years’ working in information security/ risk experience, preferably with 2 years in a business consulting role in a leading consultancy firm. Candidates with lesser experience will be considered at Associate Level
Led small engagement based consulting team
GM/ Manager level presentations and stakeholder engagement
Identification of engagement based on-sell opportunities
Solution design of Identity & Access Management (IAM) highly desirable, with a focus on internal user access technology based solution e.g. SailPoint & Oracle (OIM, OIA)
Solution design of Threat & Vulnerability Management solutions such as implementation of SIEM (e.g. ArcSight) & Security Analytics (e.g.RSA Security Analytics) within the context of a Security Operating Centre framework
Assurance or advisory relevant to application and system user controls or Threat & Vulnerability Management at the systems layer
Regulatory advisory as relevant to information security regulatory guidelines or mandates
Excellent command of written and spoken English. Proficiency in another language will be highly advantageous
Strong communications skills and can evidence working with people and teams from different ethnic backgrounds. Experience of working within ASEAN would be desirable

102

Senior Associate Resume Examples & Samples

Managing relationships with external stakeholders on behalf of the functional leader
Creating business cases / proposals / collaterals with inputs from the functional leader and working closely with the internal stakeholders
Manage stake holder expectations and communication (internal & external)
Support to be provided in managing client/business partner visitsMaintain confidentiality and MI reporting as appropriate
4-5 years of experience
MBA Graduate
Strong computer (MS Office) skills – with the ability to interpret/analyze data and present in a clear format to senior stakeholders. The resource will need to handle, analyze and report on data obtained from multiple sources

103

Senior Associate Resume Examples & Samples

Strong writing skills (good at structuring the report and articulating the key findings); ability to synthesise ideas in clear, logical, and precise written English; must be already involved in writing research reports
Strong financial statement analysis skills and valuation modeling skills (DCF and Relative Valuation)
Ability to collect and analyse sector data based on secondary information. Ability to build market sizing models and understand industry dynamics, key trends and their implication on companies under coverage
Good data management and analysis skills and a high degree of comfort with Excel; should be comfortable in maintaining and updating existing models and databases
Strong interpersonal skills for dealing with companies and overseas colleagues
The ideal candidate will be highly detail-oriented and will possess strong organizational skills
The candidate should be a pragmatic "self-starter" who is prepared to learn about various sectors - someone who can work both independently if the analyst is traveling or as part of a team

104

Senior Associate Utilities Resume Examples & Samples

Developing relationships with outside sources to gain insights into both company, industry and market trends
Assisting Analysts in the investment process of determining estimates, target prices and recommendations
Involved in idea generation for written research
Preparing written in-depth analysis for research publications
Provide insightful market, industry and/or company information to sales, trading and clients
A high level understanding of accounting, interpreting financial statements and valuation of companies
Interest in and enthusiasm about the industry – Industry/Sector experience preferred
An understanding of the business dynamics impacting the sector; an interest in coming up with new ideas on how to interpret trends and value companies
Strong numerical skills
Strong Excel skills, in particular modelling of company financials. Familiarity with basic financial information providers, e.g. datastream, a bonus but not essential
Ability to generate summaries of ideas in clear written English
Good interpersonal skills, ability to work under pressure yet produce accurate results

105

Senior Associate, Risk Durban Resume Examples & Samples

Build strong internal relationships within Ernst & Young Advisory Services and with other services across the organization
Contribute to people initiatives, including recruiting and retaining Risk professionals
Industry related certification (e.g., CPA/CA, CMA, RICS)
3 to 4 years of related audit, business or financial experience
Bachelor's or Master's degree in Finance, Business or other related field
International business experience preferred

106

Senior Associate Resume Examples & Samples

Participate in P&OC engagements
Assist in preparation of project documents and participate in client meetings
Assist in proposal preparation and other business development activities
Demonstrate an appreciation of key concepts and principles related to organization design, manpower planning and optimization, performance management systems, rewards and recognition frameworks, people capability assessment and development, change management. Show an ability to apply theoretical concepts in engagement settings
Strong computer literacy skills – Microsoft word, excel and powerpoint
Strong academic record including a degree; preferably in HR Management or social sciences (sociology, psychology etc.); or
Professional qualifications in Human Resources or equivalent
Candidate must have consulting background, preferably in HR related areas

107

Senior Associate Investor Services Resume Examples & Samples

Displaying a good working knowledge of the A-Z of Investor Services, including fund structures, documentary requirements, etc
Acting as point of contact for Clients and Investors, working to develop relationships
Developing strong working relationships with colleagues both in the US and India
Displaying effective time management in daily work, responding to all Client and Investor queries and requests on the same day
Displaying a good knowledge of Cayman and/or Irish AML / KYC requirements and responsibilities
To actively participate in ad hoc/periodic regulatory projects e.g. FATCA, AIFMD etc
Provide suggestions for system development/enhancements and assist in the implementation of procedures within the Investor Services Department
Become fully involved in team meetings and present ideas
Degree in a Finance or Business-related area
Possess the ability to work independently and under pressure without constant supervision
Complete work in a timely and accurate manner working to deadlines

108

Senior Associate Resume Examples & Samples

Lead and manage large, complex projects, including oversight and mentoring of junior staff
Oversee project budgets and adherence to project timelines and deliverables
Collect primary data through conducting interviews, focus groups, or surveys. Lead site visits
Manage databases and clean/process data using statistical analysis software such as SPSS, Stata, or SAS
Oversee the transcription and coding of qualitative data
Analyze primary and secondary data using intermediate and advanced statistical methods (e.g., regression and other statistical modeling)
Write proposal sections or lead small proposal efforts. Contribute to writing reports, journal articles, and policy/practitioner briefs
Present methods and findings to clients and represent projects at select national conferences and to key stakeholders
Engage partners and potential clients to expand ICF’s network and build business relationships
Master’s degree in criminal justice, sociology, statistics, economics, or related field with a minimum GPA of 3.6
5+ years of work experience in applied social science research, with multiple past projects related to criminal justice topics
Experience managing complex tasks with little oversight
Demonstrated mastery and work experience (outside the classroom) related to statistical analyses and software (i.e., SPSS, SAS, and Stata) with strong skills in programming/syntax
Experience with data collection, administering surveys, interviews, focus groups, or structured observations in multiple settings
Superior technical writing skills including editing ability (writing sample is required) and recent publication of research findings
Strong organizational skills, superior attention to detail, and ability to meet stringent deadlines
Superior interpersonal skills including professionalism and a cooperative attitude. Candidate should enjoy and be able to work effectively as part of a team
Ability to be flexible, multi-task, prioritize, work independently, and manage multiple activities simultaneously in a fast-paced, changing environment
Self-motivated, proactive, and eager to learn
Proficient in MS applications, including Word, Excel, and PowerPoint
Willingness to travel up to 20% nationwide on an annual basis
Experience with advanced statistical techniques, such as social network analysis, cost-benefit analysis, geospatial analysis/mapping, or advanced modeling (e.g., regression with diverse distributions, SEM, HLM)
Experiencing managing mid-sized and large projects (at least $300,000)
Prior research experience with vulnerable populations, especially victims or youth
Experience in consulting or other similarly fast-paced, demanding environments

109

Senior Associate Resume Examples & Samples

Assist with ongoing corporate and liquidity balance sheet analysis
Review business requirements and assist with the implementation of new liquidity reports
Attend various workstream conference calls to provide updates and assessment outcomes / implications to the business
Serve as a point of contact for liquidity projects and daily liquidity analytics queries
Participate in the build out of the new Liquidity Controller function, including to help drive change to improve overall efficiency and controls around reported results
Assist with establishing a global Treasury and CIO liquidity finance team, working on developing consistency and assessing best practices
Working with the investor relations and other Treasury partners to develop presentations / narratives
Bachelors' degree required in finance or equivalent experience

110

Senior Associate Asq Resume Examples & Samples

Initiating and following up with account teams for interviews & surveys
Formulating analysis plans for the priority accounts to be covered
Authoring reports containing actionable recommendations
Making presentations—answering questions and instilling confidence
Database Management
Should be comfortable with Excel & PowerPoint
Exposure to international cultures and virtual teaming is an added advantage
Ability to take the initiative in recognising a problem or need and to identify practical solutions

111

Senior Associate Resume Examples & Samples

Overall 5 year experience in IT support with minimum of 3 years’ experience in network support
CCNA certification is must
Demonstrated understanding of LAN/WAN, TCP/IP
Basic knowledge of OSPF, BGP and MPLS (routing protocols)
Knowledge about Cisco switches, routers, firewalls, access points
Knowledge about VPN technologies and scenarios
Basic knowledge about Cisco call manager, voice gateways & Video conference
Demonstrated technical skills in data networking or closely related field
Knowledge of L2 / L3 technology like subnet and routing protocols
Manage day to day network operations
Monitoring of network links and escalating to service provider during issues and coordination
Good soft skills and ability to interact and communicate effectively across global teams
Assist in new project preparations and deployments
Network devices inventory management

112

Senior Associate Resume Examples & Samples

Maintain speaker topics and content/event submissions for sales to share with partner firms
Support integrated marketing programs including events/sponsorships, product launches, communicating portfolio manager changes, etc
Adhere to all business, law and compliance review processes
Cultivate relationships with internal and external marketing teams, outside agencies and organizations
Track budget expenses against projects and estimated budget
Maintain and update library of customized deliverables such as presentations, sales ideas, collateral etc
Coordinate ‘go to market’ tactics for channel-specific marketing campaigns
BS/BA Degree
A proven track record of executing marketing programs

113

Senior Associate Resume Examples & Samples

Structuring, negotiating and ongoing administration of investments
California or New York bar
Minimum of 3 years of experience in securities and/or investment management with strong preference given to those candidates with private equity experience
Strong legal skills evidenced by a comprehensive knowledge of securities laws including ERISA requirements, foreign ownerships rules, tax status, exemptions under the Investment Company Act and Securities Act
Outstanding written and oral communication skills including experience counseling senior management on legal risk, compliance and regulatory matters
Ability to work independently and efficiently under time pressures and deadlines in a fast paced environment with special attention to details
Ability to balance legal expertise and business judgment

114

Senior Associate Resume Examples & Samples

Understand the key drivers of the business and articulate analytical conclusions
Assess the quality of the target company's reported earnings, net assets and cash flows
Design and analyze Excel-based data packages
Construct deal oriented reports and presentations for clients that highlight the key financial, commercial and other findings affecting their investments
Effectively instruct associates on appropriate tasks to be performed and actively train and mentor associates on engagements
Interact with the executive management team of the target company through participation in meetings and conference calls
Assist with building / maintaining client relationships, and assist in the pursuit of potential clients

115

Senior Associate Resume Examples & Samples

Internal/External Financial Reporting
Corporate Financial Planning and Analysis
Complex and technical accounting issues
Account Analysis and Reconciliation
Month-End Close
SOX/Internal Audit
Undergraduate degree in Accounting or Finance
Certified Public Accountant (CPA) certification, or progress towards, is preferred
Minimum of 3 years (for Senior) & 5 years (for Manager) experience in Public Accounting
This includes at least 3 busy seasons in external audit with a Big 4 or large CPA firm. (This is
MUST). Please do not apply to position if you do not have a Public Accounting Background
Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted
Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards
Strong computer desktop skills required. Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.)
Desirable
Demonstrated career progression and job stability

116

Senior Associate Dividend & Bond Payments Resume Examples & Samples

Analyze and input information/data into computer files, databases or systems, or in record retention systems
Respond to questions from less experienced area or department individuals, other Operations departments, from retail personnel, and from management staff
Reduce risk by suggesting process changes and modifications as appropriate
Knowledge of firm, federal and exchange regulations
Strong risk management skills
Ability to work independently or within a team environment with little day-to-day supervision, able to provide direction to other team members

117

Senior Associate Ac Resume Examples & Samples

Graduate / Post-graduate [MBA preferred] with 3-5 years’ relevant work experience
Proven ability to be a team player with exposure to working with multi-cultural teams and collaborating virtually
Servicing mindset with good business acumen and commerciality
Ability to provide management support on account operations and client development

118

Manager / Senior Associate Working Capital Resume Examples & Samples

Lead client engagement teams executing Working Capital services and work with key management and Private Equity stakeholders to identify sustainable improvements in a business working capital practices
Identify potential issues with current processes within the creditor/ debtor management and/or inventory management and recommend actions to improve working capital
Review process of accounts receivable management; identify and comment on areas of improvement, proactively propose, execute and manage plans of improvement
Review current core debtors/ creditors of the business and identify term deviations (terms among debtors/ creditors groups and contractual terms vs daily practise)
Analyze company data, key ratios, KPIs and core competencies of the business
Coordinate the use of performance improvement specialists (mainly inventory management) when required
Lead working capital workshops and client discussions
Understand any legal restrictions, counter party positions and negotiating power that may impact the proposed improvement plan
Develop knowledge and substantial experience in relevant industry sectors
Demonstrate professionalism and confidence to deal with a range of stakeholder groups and management teams
Develop technical expertise in the specialized competency and be confident in articulating its TAS value offering to the market
Build and expand networks whilst developing personal brand and shaping high performing teams to deliver exceptional client experience
Contribute to people initiatives, including recruiting and retaining Restructuring professionals
Bachelor’s degree and approximately 5 to 10 years of related work experience
Extensive experience in delivering successful Working Capital deliverables
Professional qualification (CPA/ ACCA/ CA or equivalent, MBA, CFA, etc.)
Strong understanding of working capital management and improvement processes required
Strong skills in Excel, Word and PowerPoint
Excellent problem solving, project management, facilitation and interpersonal abilities
Willingness to travel abroad mainly within APAC
Effective written and verbal communication Skills

119

Senior Associate Resume Examples & Samples

Create pitch book and other marketing materials
Graduated from top ranked University/Graduate School
CMA/CFA chartered preferred
At least 5 years experiences in financial firm, ideally foreign AM firms
Due to clients coverage, the candidate needs to have fluent Japanese and English language skills
Advanced PC skills (Excel, Word, Power point)
Self-motivated and keen to learn AM business through this position
Organized personality (good at handling deadlines, detail oriented requests patiently)
With ambition to become a business developer after few year's client service experience
High motivation to develop carrier in startup foreign AM firm in mid-longer term,
Flexibility and open minded characteristics preferable

120

Senior Associate Resume Examples & Samples

Work in close collaboration with portfolio managers, traders, and other credit research analysts to provide thorough credit opinions and actionable trading recommendations
Assist portfolio managers in forming and implementing their investment strategies
Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class
Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
At least 5 years of related corporate credit research experience with some of that time spent specifically evaluating or structuring high yield loans. The candidate should also possess some experience in a total return environment
Broad-based knowledge of financial analysis, specifically of highly leveraged companies
Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities

121

Senior Associate Resume Examples & Samples

Bottom up fundamental analysis,
Translating accounts & company releases into English
1:1 meetings with senior management and extensive travel to the region seeing companies
Monitoring and reporting of key macro risks
Demonstrate passion for and solid understanding of equity markets and financial concepts
Be highly numerical and analytical
Possess very strong Excel and expert Bloomberg skills
Possess strong time management skills, enabling effective prioritisation of competing tasks
Fluency in both Mandarin and English language skills would be highly beneficial due to service coverage
Solid understanding on value-investing; Buffet, Munger, Graham, Fisher etc
Experience in value investing with preferably some industry work experience in China markets and knowledge of a specific sector

122

Senior Associate Resume Examples & Samples

Demonstrate a passion for and a solid understanding of equity markets and financial concepts
Fluency in both Korean and English language skills are highly beneficial due to service coverage
Experience in value investing with preferably some industry work experience in Korean markets and knowledge of a specific sector

123

Senior Associate Resume Examples & Samples

Manage client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing their transaction strategy to secure deal value
Demonstrate a comprehensive understanding of integrations, carve-outs, and other types of transaction engagements
Demonstrate excellent skills in project execution, including synergy assessment, project management, problem-solving, and facilitation
Assist in identifying risks and issues related to integration planning, timelines, and functional areas
Develop excellent client relationships at the appropriate client level and be responsible for a high degree of client satisfaction with the engagement process and work products. Assist in business development activities including preparing presentations and attending pursuit meetings with clients to help sell work
Be responsible for fostering an open and inclusive work environment
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
A degree in business, accounting, finance, engineering, computer science or related field
Applicable industry and/or consulting experience
Experience related to mergers and/or acquisitions transactions preferred
Experience in re-engineering, turnarounds or business integrations, with a demonstrated aptitude for quantitative and qualitative analysis
Experience leading and managing in complex business environments
Ability to make detailed assessments of technology, operations or manufacturing infrastructure
Ability to determine risks and opportunity areas
Ability to synthesize approaches to complex integration conflicts
Excellent problem solving, project management, facilitation and interpersonal skills

124

Senior Associate, Administration Pro Az Resume Examples & Samples

Complete compliance processes across the organization to handle FINRA and state licensing renewals and continuing education, expense tracking, and Gift & Enterntaiment review and LM-10 and Sponsorship reporting
Complete procurement and security requests through iSAMs and faciliate onboarding, offboarding and transfers as requested
Support the documentation of routine workflows for the unit
Complete all Business Continuation processes for assigned teams, including home office and mutliple field office plans and programs. Ensure that periodic updates, reviews, attestations are completed accurately and by corporate deadlines
Manage equipment inventory and data usage plans to ensure business teams are utilizing resources effectively and cost consciencly
Track and support Prudential Retirement leadership in performing all enterprise obligations (i.e., Corporate training initiatiives, Employee Opinion Survey (EOS), ETM functions as necessary)
Support the Process Management Team Lead with the preparation, responses, and action plans to all internal audits, regulatory exams, and risk management reviews
Takes on additional tasks as requested by Management
BA or BS degree or equivalent experience
3+ years of demonstrated process or project management experience in the Retirement or Financial Services industry
Demonstrated experience in executing on multiple deliverables simultaneously in a fast-paced environment
Excellent partnership, interpersonal and customer service skills
Solid compliance and control mindset, basic understanding of FINRA regulations and retirement policies and procedures
Ability to quickly understand technology platforms
Excellent attention to detail with strong organizational skills
Demonstrated ability to identify and implement process improvements which improve productivity and efficiency with a business unit
Demonstrated experience handling sensitive information in a confidential manner
Must pocess ability to work independently and within the team to meet deadlines
Intermediate level of proficiency in MS Word, PowerPoint, Excel and Visio
Six Sigma experience a plus

125

Senior Associate Resume Examples & Samples

Minimum of 2 years of related experience in internal audit, regulatory compliance, consulting services or related
Previous experience in banking or credit unions preferred
Excellent verbal and written communications and interpersonal skills
Ability to work effectively as part of a team and independently
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Travel up to 50%

126

Senior Associate Resume Examples & Samples

As Senior Accounts Payable Process Manager job responsibilities will include People and resource management (e.g. people development, pipeline/skills monitoring, training programs) for a team of 40 - 45 FTE’s
Actively coach and develop the leadership pipeline
Own the career and development plan for the team, including leading discussions with employees
Ensure all SLA / KPI metrics are met for the function
Deliver first class service to our customers & Improve end user experience
Address and resolve customer escalations promptly and focus on eliminating the root cause of problems
Ensure no operational delays in project execution
Periodic review of Functional DOP’s to ensure that procedures are up to date
Actively participate in improving business processes
Drive a culture of continuous improvement within the team
Proactively identify any people issues and ensure appropriate action is taken pertaining to employee feedback
Ensure strong performance management/ succession planning processes exist within the function
Ensure a safe & controlled business environment for our staff and customers
9 plus years’ experience , Bachelor's degree or equivalent combination in business administration, accounting, finance, or related field preferred
6 plus years of experience in managing medium to large size team
Knowledge of Accounts Payable Operations
Working knowledge of SAP and/or Concur would be preferred
Should be willing to work US hours
Leadership - Leads by example and is an effective role model (e.g. takes the lead and actions reflect an appropriate level of independence; demonstrates the ability to initiate and effect change and continuous improvement, contributes significantly to the on-going development of people
Thinking Strategically - Be able to drive positive changes, promote ownership and demonstrate Entrepreneurship
Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work
Communication - Is organized, clear and confident in written and oral communications. Actively engages in discussions offering expertise, opinions, advice and is able to communicate incisively at all levels
People management: Manages his/her teams through active engagement and develops key talent. Must be able to flex his/ her style to get the best out of the people
Teamwork - Creates and/or contributes to an environment of collaboration and mutual responsibility (e.g. effectively influences others to gain cooperation and address issues; initiates and is responsive to requests from other products, regions, etc.)
Should be creative and innovative; challenges status quo; generates strategic advice/product/client solutions
Have a track record of formulating innovative ideas and gaining buy-in from senior management in addition to a track record of execution/delivery/process improvement/leadership in a challenging environment

127

Billings & Fees Analyst Senior Associate Resume Examples & Samples

Processing of fees and commissions
End-to-end billing processes
Investigate issues and escalate them effectively

128

Senior Associate Resume Examples & Samples

Work closely with business stakeholders and deliver prompt responses to queries from the business
Support key cash & futures execution platforms including Fidessa, GETS and other internal systems
Incident, Problem and Change Management
Be pro-active in process improvement/automation to resolve regular operations issues
Work with Product Vendors, Exchanges, Data providers and other service providers to get the tasks completed,
Work closely with the global teams (IT Development, Service Desks, System Integrators, Incident Managers, Problem Managers, etc)
Project manage operations components of key systems upgrades e.g. system upgrades
Good knowledge of Windows Server, Unix and SQL
Good knowledge to support Trading products like CTCL, ALGO Engines, DMA, SOR, One Touch
Experience working with execution & trading platforms
Previous experience with Fidessa & GETS would be highly regarded
The ability to operate independently, to be proactive, and able to interact with stakeholders across all levels
Understanding of the cash equities & futures business
Experience on Powershell, Batch or UNIX scripting
Understanding of the FIX protocol
Experience on application monitoring platforms such as HP Sitescope, ITRS, OM and Manage Engine
Experience in supporting Trading products like CTCL, ALGO Engines, DMA, SOR, OneTouch

129

Senior Associate / Junior VP-tmt M&A Resume Examples & Samples

2 - 5 years of investment banking experience post MBA or other graduate degree. Analyst-promote equivalents will also be considered
Top academic performer who is comfortable in an unstructured environment which values initiative, creativity, maturity, and poise
Ability to manage junior bankers

130

Senior Associate Resume Examples & Samples

Inbound Sales. Respond to inbound sales leads through to total completion; operational, lost sale or hand-off
Client Management. Maintain contact across a subset of the active client base for satisfaction check-ins, upsell opportunities, and product suggestions/feedback
Business Analysis. Support of new features/functionality (commercial or regulatory driven) for product development or data analysis
Level 2 Client Support. Serve as level two support of the client services team; aiding with challenging clients or product issues
Indirect Sales. Support CME’s client facing generalist sales teams with pre and post-sales support on an as needed basis during their commercial opportunity
Bachelors Degree (or equivalent) required; preferred in Business – Finance, Economics, Marketing or Administration
2+ years of institutional or active financial services experience
2+ years in outbound sales with demonstrable track record
Background in risk management, valuation, or post-trade services a plus
Background in services business and small business experience preferred

131

Investor Services Senior Associate Resume Examples & Samples

Perform day-to-day supervisory responsibility of Junior Associates including the involvement in their performance appraisal process
Train new employees as appropriate
Provide periodic reports & feedback to IS management on investor relation topics, client issues and department initiatives
Review, understand and have ability to discuss fund PPMs/OMs and Subscription documents
Process and/or review investor subscriptions and redemptions in accordance with the fund’s offering documents
Process and/or review transfer/assignment requests in accordance with investor/fund manager instructions
Execute and/or review distribution change requests in accordance with investor/fund manager instructions
Prepare/Review and distribute investor transaction reports to accounting and fund managers to communicate monthly and pending activity
Prepare and/or validate investor statements against accounting information
Prepare and/or review investor statements for distribution in accordance with investor instructions
Compile and/or review wire transfer requests for Treasury in accordance with investor/fund manager instructions
Prepare and/or review miscellaneous distributions in accordance with instructions from fund manager. i.e. Performance Letters, K1’s, audited financial statements, etc
Prepare and/or review fund manager reports per or upon request. i.e. ERISA, Blue Sky, etc

132

Senior Associate Resume Examples & Samples

Effectively employ the array of analytical techniques and data flow within Citigroup fixed income, and draw on the application of various techniques to optimize specific portfolios and draw broader conclusions about market direction and trends
Produce spreadsheets and tools for generating, evaluating and monitoring relative value opportunities and trade ideas
Perform quantitative portfolio analysis, which includes performing forward-looking scenario-based analysis and producing reports and presentations for clients
Produce a monthly publication analyzing credit portfolio trends and strategies
The ideal candidate will be both quantitative and articulate. We would look for a high quality degree, and the quality of written and spoken English is also very important. An understanding of fixed income products and familiarity with both cash and structured credit products is highly desirable
At least two years' work experience at an investment bank, fixed income fund manager, rating agency, or hedge fund (e.g. in research, trading, risk management, etc.)

133

VAT Senior Associate Resume Examples & Samples

ATT, ATII, CTA qualified or equivalent
Relevant VAT experience
Strong advisory skills
Ability to maintain and develop new client relationships
Strong communication skills and good at managing other people

134

Senior Associate Resume Examples & Samples

Bachelor's degree in the social sciences, public policy, urban planning, economics, or public administration required; Master's degree in the social sciences, public policy, urban planning, economics, or public administration preferred
At least 7 years of experience working on public social policy and programs designed to improve the economic and social stability of vulnerable families
Five or more years of experience for a related organization or industry
Experience with building the capacity of community-based practitioners and public agencies and building technical assistance
Research and program development for at-risk populations such as unskilled workers and low-income children and families
Ability to communicate effectively with multiple audiences including federal and state agencies and practitioners through various written products or presentations
Experience in working with Federal departments and agencies responsible for the administration of public safety net systems and performance measurement/evaluation of systems
Interpersonal and conflict management skills
Team player with the ability to work in a fast-paced and ever-changing environment
Ability to work with all levels of staff and partners
Facilitation skills

135

Senior Associate Resume Examples & Samples

Use extensive knowledge of internal business practices and priorities to proactively respond to daily issues and requests as authorized, keeping them apprised of critical issues
Develop, edit and format memos, letters, mail mergers, proposals, PowerPoint presentations, vendor registrations and newsletters and coordinate distribution
Prepare and distribute various communications and types of Firmwide reports and perform data tracking, analysis and reconciliation as well as summarize trends and provide recommendations
Create Excel spreadsheets incorporating look-up and pivot tables, subtotals and sorts, and financial and logical functions
Research and document information using various Internet search engines and research sites
Create, edit and format .PDF files using Adobe Acrobat
Plan, coordinate and participate in client or internal meetings, webcasts or conference calls, including scheduling and communication, maintaining information and preparing and distributing materials
Coordinate business unit networking events, conferences and seminars
Provide assistance as it relates to planning and preparations for speaking engagements and committee involvement, including creation and preparation of written and spoken materials
Provide calendar management for business unit meetings, including administration, scheduling, communication, and follow up activities
SharePoint site administration including updating content and maintaining documents
Coordinate production of documents, including scanning, photocopying, binding, assembly and delivery upon completion
Manage various projects from start to finish using Microsoft software and other firm systems or web based applications including working with others to ensure quality and timely completion and document management
Provide back-up administrative support and coverage to other areas within the office including front desk, conference services, alternative officing, production, and mail (UPS deliveries and pickups, courier service)
Five years or greater administrative support and project work experience working in Professional services and/or consulting firm environment is required
Extensive administrative background and technical competence with experience reviewing documents for quality assurance and managing projects from start to finish
Intermediate to Advanced level of expertise in Microsoft Word, PowerPoint, Excel, Adobe Professional, Outlook, and web based applications are required. Expertise in Visio and SharePoint 2013 is preferred
Ability to learn various other programs and applications as necessary and/or required
Strong project management, organizational and analytical skills
Exercise a high degree of discretion, technical competence and administration ability
Ability to establish credibility, be decisive and resolve conflict
Use extensive knowledge of business practices and priorities to proactively respond independently to daily issues and requests as authorized, keeping them apprised of critical issues
Able to work flexible hours and schedule with some Saturdays and late evenings based upon project work and peak busy times
Ability to work overtime as needed, sometimes on short notice, based on project schedules and peak business periods. Estimate an annual average of 5% overtime
Flexible to occasional travel based on business support need

136

Expense Management & Analytics Senior Associate Resume Examples & Samples

8+ years of relevant work experience, preferably in the financial services industry
Strong interpersonal, written and verbal communications skills
Ability to simplify complexity into the fundamental “story” & present that story on a ppt page
Ability to ensure continuous development of team’ skills and knowledge
Ability to “quality control” the output of the team to a high standard of excellence
Ability to manage multiple tasks in support of senior management ad hoc requests
Highly motivated and a quick learner

137

Expense Management & Analytics Senior Associate Resume Examples & Samples

3 to 4 years of relevant work experience, preferably in the financial services industry
Very Strong PC skills, specifically Excel and PowerPoint; Essbase is a plus
Ability to work effectively under pressure in a rapidly changing environment
Highly motivated and a quick learner

138

Senior Associate Cirg Resume Examples & Samples

6-7 years+ relevant work experience
Experience in client servicing
Client Servicing orientation
Understanding of investments and investment process
Understanding of the needs of CIRG/GFI channel
Knowledge of GFI industry, models, pricing/fee terms etc
Knowledge of mutual fund operations and/or Transfer Agency systems, preferred, such as
Concept of clearing/direct firm relationships
Sales Reporting System Knowledge
Highly motivated, enthusiastic, flexible, self-starter, willing to learn
Ability to perform multiple tasks with strict deadlines in a fast paced, team environment
Understanding of client-facing environment, and atmosphere of “putting clients first”
Strong attention to detail, but ability to understand bigger picture
Quality, delivery, execution oriented work
Solid organizational skills; ability to organize and maintain accurate, orderly files and records
Strong desktop publishing skills
Some project management skills
Basic level Excel skills
Ability to maintain confidentiality
Ability to maintain updated knowledge of procedures, products and activities of assigned area
Ability to manage the ExactTarget Global Email Tool, Fleet and the IRIS tools
Ability to interact and influence with all levels of the organization

139

Senior Associate Resume Examples & Samples

The day-to-day client relationship across a growing portfolio of Industrial and Support Services companies; and
The execution phases of equity capital market and M&A transactions together with supporting the negotiation phase of such transactions
Advising corporate clients on the impact of The AIM Rules, The Listing Rules and the Takeover Code
Liaising with the relevant regulatory bodies on the behalf of corporate clients
Day-to-day liaison with corporate clients regarding stock market trends and developments
Drafting relevant corporate finance and related transactional documentation
Preparing complex financial and valuation models for potential corporate client opportunities
Project management and execution of transactions including IPO's, secondary fundraisings and M&A
Preparation of marketing presentations to new potential corporate clients and other related activities
Supporting other members of the team as necessary with analysis, research and due diligence
Overseeing team analysts as necessary

140

Experience Management Senior Associate Resume Examples & Samples

Build relationships with client service personnel, to identify personal schedule preferences and/or career development issues
Balance the needs of the engagement with the preferences of individuals
Help integrate new hires into teams, explaining the Experience management process
Coordinate with the Americas People Team (APT), to provide mandatory training for all personnel
Prioritize staffing decisions based on engagement risk, specialization requirements, timing constraints, staffing continuity and geographic considerations
Identify poor performance or morale amongst client-serving staff. Work with the APT and Experience Management leaders to address these issues
Identify over- and under-utilized personnel, and bring in additional resources to balance their workload with their peers
Strong analytical skills, with attention to detail
Flexible in adapting to constantly changing priorities

141

Senior Associate Resume Examples & Samples

Correctly perform most routine audit engagement procedures in a timely and professional manner
Demonstrate ability to recognize problems and propose sensible solutions, with appropriate balance between clients’ needs and the firm’s risk
Balance assigned workload between self and staff
Meet assigned deadlines or budgets and provide advance warning of problems
Show ability to supervise and train other professionals
Be willing and available to travel to serve clients
Ability to prioritize and work independently in a fast-paced environment
Ability to relate well to people of diverse backgrounds and experience levels
Excellent client relationship and time management skills
Strong computer skills, including proficiency with Microsoft Word and Excel
Knowledge of current audit and accounting concepts
2-4 years of public accounting audit experience
Current CPA license
Bachelor’s or Master’s degree in accounting

142

Senior Associate Resume Examples & Samples

Participate as a key team member on audit projects, having responsibility for some specific areas
Assist managers in accomplishing team objectives
Produce excellent results in projects across multiple business areas and for different stakeholders
Evaluate risks within processes and mitigating controls; assess design and operational effectiveness; make recommendations for improvement; and, present to client management
Effectively handle larger and more challenging workloads on successive assignments
Ensure effective and efficient project execution to professional and EY standards, budgets, and timelines
Maintain and develop competency through ongoing professional development
Six years’ experience in financial services risk management, internal audit, SOx and/or compliance. Candidates with lesser experience may be considered for Senior Associate positions
BA or BS in Accounting, Finance, Business, or equivalent degree
Have or taking professional certification e.g., CA, ACCA, CPA, CIA,GARP or equivalent
Ability to work under own initiative and under tight deadlines, delivering high quality
Strong written and verbal communication skills to deliver high quality, actionable feedback on complex issues to executive and line management on risk/control issues and potential solutions to close gaps

143

Senior Associate Resume Examples & Samples

Continuously analyze the impact of strategic portfolio decisions on GRE- America’s long-term expense run-rate of $1.4 billion, covering ~40MM sq ft. across ~400 properties,
Drive financial analysis and reporting relating to JPMC’s long-term capital budgeting framework
Develop, monitor and report on the ~ $500 million Americas annual capital program (i.e., new financial commitments made each year),
Develop multi year financial forecasts, under varying capital investment and portfolio add/exit scenarios
Produce monthly GRE EMR (Executive Management Report) for the JPMC Chief Operating Officer and the Global Real Estate Executive,
Provide numerous business analyses as well as providing various real estate portfolio financial information for the GRE business team
Develop/implement planning & reporting processes to deliver accurate and consistent visibility to the long-term financial outlook for the Americas office portfolio
2) By general ledger expense line item component such as rent, depreciation, 3rd party sublet income, cost to carry, real estate taxes, building operations costs (i.e., utilities, repairs and maintenance), and the various GAAP accounting entries such as vacancy reserves, gains/loss on sale, etc
Track and assess the impact of real estate transactions (i.e., lease renewals, lease buyouts, building sales, new leases, sale/leasebacks, etc.) by partnering with the GRE deal transactors and the GRE space strategists, who work with the lines of business to develop optimal real estate acquisition and disposition strategies
Develop long-range occupancy expense & capital budgets for JPMC’s Americas- Office real estate portfolio
Budget and analyze the major real estate expense categories, including depreciation and cost to carry (e.g., net interest income/expense), rent and sublet income, building operating expenses (i.e., maintenance, utilities), real estate taxes
Partner with the Controller's Division Real Estate Accounting team, the GRE Lease Administration team, and the Controllers Capital Projects Accounting team, all who are equal partners with GRE Finance in ensuring all real estate activity is properly planned, forecast and recorded
Support the occupancy allocations process which calculates the individual building occupancy cost rates per square and allocate the costs back to the LOB's
Provide management reporting, analysis and metrics to various constituencies, including the Firm's Chief Administrative/Operations officer, GRE management, and Corporate Finance for various firm-wide roll up reporting requirements
5-7+ years experience in management reporting, P&A type work
Ability to clearly communicate and present financial data
Must be detail-oriented and manage the details but can also summarize data at high levels
Ability to produce senior management level (ppt) decks
Neat, thorough and orderly worksheets
Strong knowledge of corporate financial systems, such as Essbase and SAP
Working knowledge of Microsoft Access a plus,
Finance/Accounting degree required
Ability to work with multiple, complex systems and large volumes of data
Proactive, responsive, team player, creative

144

Core Business Services Senior Associate Jbs Assistant Resume Examples & Samples

Enter education requirement
Enter experience requirement
Enter certification requirement

145

Senior Associate Resume Examples & Samples

Manage and coordinate response to incoming alarms
Receive all incoming security related calls from the corporate campus, distribution centers, stores and associates globally
Administer access control functions for multiple sites
Build and maintain positive relationships with associates using outstanding customer service
Answer inquiries and provide information as needed
Receive confidential ethics hotline calls and complete detailed initial and follow-up reports
Monitor global events in real time using various sources and send detailed information to travelers or business partners as needed
Provide help desk support for all CCTV issues and submit work orders to our service vendor as needed
Provide maintenance vendor CCTV checkouts for stores globally
Process store key orders and arrange distribution
Support the corporate campus security team by logging daily activities and generating incident reports
Perform security and emergency dispatch functions for the corporate campus
Complete projects and assessments as assigned
4-year degree preferred
2+ years experience in Loss Prevention, Security, or related field is a plus
Ability to work nights, weekends, and holidays as assigned
Possess a positive attitude and ability to adapt in an evolving environment
Knowledge of current world and political issues
Attention to detail and follow through on issues in a timely manner
Successful completion of criminal background investigation
Previous experience in development and implementation of security policies
Ability to multi-task in a dynamic work environment and manage competing priorities

146

Senior Associate Resume Examples & Samples

Science degree in a biological science is required. Advanced degree (M.D., PhD, or Pharm.D.) preferred
Minimum of 10 years in drug/biologics development in the US pharmaceutical and biotechnology industry or Government Health Agency, with at least 3 years experience in a regulatory leadership role
Prior regulatory agency liaison experience is essential. Demonstrated track record of successful management of submissions and approvals to FDA is required
Prior supervisory experience is valuable

147

CCB Rcsa Control Senior Associate Resume Examples & Samples

Support testing lead in project planning, execution and wrap up; work with CCB Control teams to facilitate the testing projects effectively
Assist testing lead to define control test strategy and test plan; develop and execute independent testing program to identify control weaknesses, determine root causes, and recommend solutions
Responsible for supporting cross-functional testing initiatives, in conjunction with other Functional Control Offices
Report on testing results, required resources, defects discovered and their status, performance baselines etc
Ensure the timely delivery of different testing milestones
Serves as the key contact for testing governance and review
B.A./B.S. degree required, M.B.A. a plus
3+ years experience in Audit/Risk/Control function
5 - 7 years experience in the financial industry preferred
Working knowledge of both Manual and Automated control testing
Strong executional and project management
Familiar with ALM

148

Senior Associate Resume Examples & Samples

6 to 8 years of related experience
Advanced knowledge and understanding of business unit’s key products and services, processes and controls
Advanced knowledge of area(s) of expertise
Advanced problem-solving skills
Advanced decision-making skills
Strong managerial leadership skills
Strong facilitation and conflict management/ resolution skills

149

Quality Analyst Senior Associate Resume Examples & Samples

Contribute in developing and executing Quality Plan for IT processes
Conduct quality audits, publish audit reports, analyse and drive corrective actions along with Specialist / Sr. Specialist
Monitor, measure, analyse quality / process parameters and deliver quality reports
Communicate with stakeholders / teams
Develop new processes wherever required
Develop training content
Support team in deliveries as and when required
Timely and efficient delivery
Analytical and sound Communication skill with ability to interact and work with employees from different geographies
Proficiency in using Excel, power point, MS Visio
Aptitude to learn and apply standards, tools and impart training on quality
This role will deliver under a supervisor. However, requires co-ordination skill for working with different teams
2 years in IT Infrastructure environment
Sound understanding of at least one IT Service Management process / Function

150

Senior Associate Resume Examples & Samples

Assist with quantitative and qualitative research, including coordinating logistics and conducting analyses
Prepare high quality deliverables for clients
Interact with federal and commercial clients
Contribute to proposals and other efforts to develop business
Master’s Degree in Industrial/Organizational Psychology or related subjects with a cumulative GPA of 3.0 or higher
5+ years of experience in human capital or organization development
2 years of professional work experience conducting qualitative and quantitative data collection and analyses and preparing technical reports/briefing materials
Intermediate or advanced proficiency with MS Office Applications (PowerPoint, Word, Excel, Outlook)
Experience in one or more of the following: Survey Design, Administration and Analysis; Organization Assessment using quantitative and/or qualitative data collection; Leader Development, Selection and Assessment; Program Assessment and Evaluation
Exceptional research and writing skills
Experience with Federal procurement
Oral Presentation and/or Facilitation skills
Expertise in MS Project, Access, Visio, and survey software
Ability to work in a fast-paced team environment under strict deadlines
Demonstrated outstanding level of professionalism, including ability to exercise good judgment, discretion, tact, and diplomacy
Flexibility to handle multiple priorities and to work limited overtime as necessary
Ability and interest in learning new software tools and in transferring knowledge
Ability and willingness to develop and deliver presentations

151

Senior Associate Resume Examples & Samples

Support set up, testing, deployment and post execution reporting for email campaigns executed by various Marketing Lines of Business. Includes, but not limited to campaign project management, Q/A, and vendor resource management
As member of the e-communications COE, work with various Marketing LOBs to strategize, evaluate, and develop effective email programs in support of their business objectives and goals
Support list selection and development based from non-technical or SQL relationship data tables
Support and provide guidance on all channel best practices – including test and learn methods, execution and governance
Provide strategic guidance as it pertains to the email marketing programs – including driving e-channel adoption and growth, template design, dynamic content, mobile optimization, as well as coordination with other digital channels
BS/BA Degree in Marketing of Business
Project and Campaign Management
Experience working in Email Marketing and Email Marketing Operations, technology and platforms
Expert in Email Channel best practices – including contact strategies, A/B testing and deliverability
Experience in delivering automated email programs
Experience with database tables and strong analytic skills
Basic knowledge of HTML, SFTP and batch file processing and delivery
Demonstrated Ability to effectively communicate – written and verbal, analytical thinking and strong personal organization
Strong ability to foster strong team dynamic
Experience with Email Center of Excellence model of operation. Data driven email marketer
Previous experience working with Email Service Provider and CRM Systems (Eloqua, Exact target, Epsilon, SalesForce)
Preference would be for candidate to have prior experience in the Financial Services industry
Preference would be for individual to have both B2C and B2B experience, but also not a requirement

152

Senior Associate Resume Examples & Samples

Communicate and generate support for recommendations among business leaders across the organization
Management consulting, investment banking, or equivalent experience (4+ years) required
Ability to develop content independently and prioritize work flow with limited supervision
Ability to handle multiple project workstreams, with proven success in synthesizing large data sets related to a wide variety of functional business problems
Personal presence and ability to clearly communicate compelling messages in written and verbal communications
Proficient in PowerPoint and Excel

153

Senior Associate Resume Examples & Samples

Reporting and analysis of accounting volatility, including weekly update to Senior Management
Analysis of market movements and their impact on derivative valuations
Preparation of key elements of financial control, including reconciliation and completeness checks
Setting up and maintaining hedge accounting relationships in Macquarie systems
Preparation of monthly hedge accounting entries, including hedge effectiveness testing
Partnering with key members of the Treasury Markets team, senior Finance management and Business unit finance teams on new transactions

154

Senior Associate Resume Examples & Samples

Collaborate with a number of research projects (“thought” pieces) with senior EM research personnel
Analyse EM-wide economic issues, trends and developments
Elaborate empirical models of asset pricing and key structural relationships in EM (in Sovereign credit, FX and local rates)
Prepare and maintain presentations
Coordinate with key members of the EM research team
Elaborate research projects with long shelf –life
Collaborate in the writing of periodicals
A strong academic background i.e. an advanced Master’s degree or PHD in Economics or Finance is needed
Thorough knowledge of economics (in particular international economics) and finance. Mastery of econometrics
Experience with independent research
Two year experience in Emerging Markets analysis
Facility to integrate economics with finance, and economics with political analysis
Strong sense of market relevance for identifying research topics
Accuracy and a great attention to detail
Ability and willingness to learn quickly about new subjects
Methodical approach and strong organizational capabilities
Capacity to drive a research project and make research decisions. Similarly, it is critical to be able to work in teams, build networks and find resources within the organization

155

Senior Associate Resume Examples & Samples

Build annual strategic and financial plan
Update forecast on a quarterly basis
Drive quarterly business reviews and accruals
Monitor operating performance leveraging scorecards, measurement tools and KPIs and develop actions and solutions to increase profitability
Review payroll and related expense components in detail to identify outliers and research drivers
Adhoc Financial Analysis
Identify and execute operating efficiency and cost reduction strategies
Perform revenue and expense trends analysis
Bachelor’s degree: major in finance or business preferred
CPA or MBA preferred
Minimum of four years of finance experience, proven FP&A skills a plus
Results oriented, strong organizational and time management skills with ability to multi-task
Strong financial analytics and modeling skills
Extreme attention to detail
Knowledge of accounting principles and practices, analysis and reporting of financial data
Resourceful, efficient professional with the ability to meet tight deadlines
Proven proficiency in computer programs including Excel, Word and PPT
Superior oral and written communication skills

156

Senior Associate Resume Examples & Samples

Expertise in Principal &Interest processes
Specialty: Re-org, TMPG , Mortgage-Back Securities product
Knowledge: US and Canadian markets to achieve Bank’s long term vision – functional realignment across the group of the Asset Servicing Utility under Tino Perciballi and will report to Nick Ruggeri; institutional business, ICI processes

157

Senior Associate Resume Examples & Samples

Advanced experience with Control-M Desktop and Enterprise Manager scheduling software
Familiarity with Change Control and Release Management software- Cedric, TFS
Ability to navigate through various OS systems and execute scripts (Windows , Unix and Linux, Oracle/ SQL Plus)
Ability to diagnose, troubleshoot and resolve incidents and manage change request utilizing Service Now
Creating and maintaining documentation for supported environments as well as following ITIL practices
Familiarity with Lotus Notes, Excel, Access, Word, Vision Explorer
Excellent Communication and organizational Skill
Outgoing and can work in a high demand, production environment
English language skills- excellent written and verbal
UNIX proficiency
3-8 years’ experience in Batch Scheduling environment

158

Senior Associate Intermediary Channel Segment Markerting Resume Examples & Samples

Develop and maintain standardized sales and client service collateral to support retail distribution efforts focused mainly on RIA and wirehouse channels
Collaborate with internal marketing and sales teams to manage approval and delivery process with client firms
Manage projects and update process for all materials
3- 5 years of financial services experience, asset management marketing experience a plus
Knowledge of US intermediary sold Financial Advisor target audiences (Retirement, Independent Broker Dealers, Registered Investment Advisors (RIAs), Wirehouses and Institutional) a plus
Strong Power Point stills required

159

CIB KYC Policy Assessment Senior Associate NY Resume Examples & Samples

Evaluate new and updates to the AML/KYC policies/standards to identify nuances relating to the CIB client base and provide the associated interpretations/guidelines to allow efficient implementation in the CIB business functions and the KYC Operations Units
Review significant issues with the current use of the policies/standards through various sources (e.g., quality metrics, senior business management feedback, etc.) and identify solutions that will increase the ability to comply with the requirements
Support governance of the policy interpretations and related procedure updates for consistency
Provide support for development and delivery of KYC related training material and CIB KYC bulletins
Keep abreast of other JPM or industry related changes and incorporate knowledge into solutions and/or best practices
Work with all related functions (e.g., Sales, Compliance, Business Support, KYC Operations, Quality Assurance, etc.) to ensure the appropriate information is obtained to perform associated evaluations
Assist in identifying and validating related requirements for the new CDD platform
Support the head of CIB AML/KYC Policy Assessment with related projects as needed
Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables
Strong sense of accountability and ownership over "Quality" and end-to-end best practices
Excellent communication skills and problem solving abilities
Ability to clearly articulate issues in writ1ing; strong written communication skills
Ability to promote teamwork both within and across groups
Experience with managing people
5+ years experience in a financial institution
3-5 years of strong AML/KYC experience

160

Experience Management Senior Associate Resume Examples & Samples

Support sub-Areas' fiscal planning activities with planning and analysis
Confirm that resource analysts are scheduled on engagements and development activities that support their career goals
Consult with Experience managers on any issues or conflicts they cannot resolve

161

Scotiamcleod Senior Associate Resume Examples & Samples

Ability to take initiative and work independently
Understanding of industry and firm compliance regulations
The branch is a fast paced often high stress environment often with conflicting demands

162

Senior Associate Resume Examples & Samples

Work with Onshore AC / Team to book staff on Retain per the bi-annual Resource allocation process, using the recommended tools (ETM)
Update Sales Pipeline within InterAction database as instructed by Onshore AC / Team
Assist Onshore AC / Teams with ASQ process to ensure client care surveys are distributed as appropriate and on a timely basis
Assist account teams with risk management issues for audit including engagement letters, client acceptance and Third party confirmations
Coordinate, collate and distribute client deliverables (including Management letter, Audit Committee Board report)
Set up senior account team review time and maintain accurate timetable and log
Organise and follow up annual audit team debriefs
Assist with ad-hoc project work at the request of the account teams (both external and internal client focus
6 months to 1 year general business experience with an exposure to European work environment would be an advantage
IT Skills - Extensive experience of using MS Office PC based system
Ability to ensure that work is of a consistently high standard
Ability to plan ahead and anticipate potential problems before they arise
Numerate

163

Quality & Risk Management Senior Associate Resume Examples & Samples

Work with management & RM analysts to review submissions from client teams. Evaluate the completeness, accuracy and appropriateness of proposed transaction/requests
Respond to escalated issues, or sensitive transactions. For example, coordinate with other departments within the firm to obtain data reports, covering time charged and scheduled time to engagement codes
Analyze these reports to determine whether an EY/Securities & Exchange Commission (SEC)/American Institute for Certified Public Accountants (AICPA) violation has occurred or is likely to occur

164

Senior Associate Resume Examples & Samples

3+ years of relevant industry experience
Prior experience in a Big 4
Some SEC experience

165

Core Business Services Senior Associate Resume Examples & Samples

Collaborate with pillar leader and PR agency on strategy as well as tactical activities to support regional PR initiatives
Assist in providing counsel and strategic advice to leaders and spokespeople that connects PR goals to business goals
Create drafts for review and edits press releases, key messages, briefing documents, talking points, statements, FAQs, by-lined articles etc
Work closely with the BEC leader and agency to assess the value of interview requests from the media, sources appropriate spokespeople and coordinates interviews
Develop and manage database of media contacts; building targeted media lists for various initiatives
Support partners with various external communication and preparation on media interviews that arise
Assist in the coordination of local and regional public relations strategies and implementation of Global and Americas campaigns
Evaluate thought leadership; advise on its relevancy for Northeast region, tailor content for local and regional audiences
Assist in the management of social media initiatives including LinkedIn profile update and engagement
Coordinate process to amplify firm messages and thought leadership through social media
Manage regional award submission tracker and coordinate with local offices on regional lists and award submissions
Assist in Global and Americas award submissions requests including Global Brand Survey and Fortune 100
Support Marketing Managers on BEC pillar components including guidance on sponsorship, advertising, traditional and social media
Manage metric tracker to gauge the effectiveness of BEC programs
As required, assist with various BEC projects
Understanding of the media and of public relations, especially what makes a story newsworthy and interesting to reporters
In-depth understanding of current and emerging social media platforms and how to write for an online audience
Excellent organizational skills; ability to plan and manage events and briefings
Proficient with standard technology including Microsoft Windows, Excel, Word, Power Point, Outlook, LinkedIn, Twitter and emerging social media channels
Ability to manage multiple projects in a deadline-driven environment
Ability to work well with all levels of the organization, particularly leadership
Strong creative, critical-thinking, and problem-solving skills
Strong relationship building skills
Knowledge of and experience in the professional services industry is an asset

166

Senior Associate Resume Examples & Samples

Financial Advisor of the year, India - 2011 AVCJ India Private Equity & Venture Capital Awards
Cross Border deal of the year – Middle Markets, 2011, India M&A Atlas Awards
Support in the creation of thought leadership and knowledge artifacts
Involved in various business development initiatives such as preparation of pitch documents, industry notes, scope of work, etc
The role will evolve from engagement delivery to engagement management and pro-active business development over time
Proficiency with MS-Office (particularly, Power Point and Excel)
Ability to manage client interactions
Maturity and ability to engage at all levels of the organization
Willingness to travel within India and abroad

167

Experience Management, Senior Associate Resume Examples & Samples

Monitor unassigned resources, and act as primary point of contact for local unassigned staff. Proactively identify assignments for these people
Fill open spots on projects. Proactively identify projects that may be able to release individuals
Work with the Campus and Experienced Hire recruiters to agree on hiring goals and start dates for staff, interns and experienced hires
Coordinate with the Talent Team to provide mandatory training for all personnel
Use scheduling tools to forecast hours needed for a project, track actual utilization, and monitor total headcount. Raise any concerns to Experience Management leaders
Participate in Region conference calls
Identify poor performance or morale amongst client-serving staff. Work with the Talent Team and Experience Management leaders to address these issues
Negotiate with client-serving teams to meet staffing priorities for the Region
English language skills - very strong written and verbal communication
Demonstrated change agent ability

168

VAT Senior Associate Resume Examples & Samples

Training and implementation of best practice
Assist with indirect tax workload
Project management
Advisory experience ideally in FS inhouse environment
VAT knowledge of EU VAT matters and non-EU experience would be beneficial
Comfortable to work in fast-paced environment

169

Senior Associate Resume Examples & Samples

Ranked #1 Financial Advisor in India by Bloomberg for eleven consecutive years for most number of deals from 2002 – 2012
Ranked as #1 brand for Transaction Advisory Services in India for two consecutive editions of the biennial TNS Global Brand Survey 2013, 2011
International Accounting / Due Diligence firm of the year, 2012- by M&A Advisor
Financial Advisor of the year, India - 2012 AVCJ India Private Equity & Venture Capital Awards
Most Active Transaction Advisor Award – PE and M&A for 2012, 2011, 2010 and 2009 - by Venture Intelligence
Financial Advisor of the Year M&A Award – India, in 2011, 2009 and 2008 –by Financial Times & Mergermarket
2-6 years of relevant post qualification experience (including top-rated Big 4 Due Diligence experience)
Exceptional Commercial Acumen and Strong Analytical Skills
Project Management experience in complex environments
Candidates with experience of working in the Restructuring Office or with a CEO/CFO in a Distressed/ Stressed situation or a crisis situation will be preferred
Key role in client service delivery. Act as a Trusted Business Advisor & Build Relationships
Lead on-field work on Independent Business Reviews in Stressed/ Distressed situations
Participate in delivery of Operational Restructuring/ Turnaround Advisory Engagements
Participate in advising clients on strategic issues and understanding client’s needs
Independently lead and coordinate the planning and management of small/ medium assignments, with a focus on

170

Senior Associate Resume Examples & Samples

Preparing plan for the coverage of accounts under interview & surveys for the financial year
Coordinating / Participating with EY global team as a part of ASQ program
Conducting in-depth data analyses
Attention to detail and diligent in following up on items
Able to meet tight deadlines and ensure work is of consistently high quality
Strong analytical and critical thinking skills
Confident, assertive, with strong influencing skills
Exceptional written, oral, and presentation skills

171

Senior Associate Resume Examples & Samples

Actively contribute to and pursue the strategy, goals and agenda of the Corporate Technical Resiliency team
Support policies, standards and procedures which have been developed in line with regulatory and industry certifications, requirements and guidelines and reflect “best practices” in use by other similar organizations with similar risk profiles
Interface with management and staff in the relevant first lines of defense, eg Information Technology, Lines of Business with major dependence on suppliers, to define, collect, report and monitor an effective and efficient set of metrics that enable Technical resiliency and recovery readiness to be easily assessed and tracked
Work with teams to identify and track issues and related action plans to do with Technical resiliency and recovery; work with the management and staff responsible for issue resolution to ensure the issues get resolved or escalated as necessary and appropriate
Report risks around the Technical resiliency and recovery capability across the Company and derive a risk assessment for Lines of Businesses and Functions to blend in with their overall risk assessment
Support and enforce the effective challenge to the realism and effectiveness of Technical resiliency and recovery plans and test exercises developed and executed by the first lines of defense
Develop metric and KRI IT risk and issue reporting
Support Operational Risk Management initiatives such as Business Area and Process Risk compliance self assessments with business partners
May provide representation on Corporate governance councils related to Technical Resiliency
Ongoing support of GRC tools, including RSA’s Archer
3-5 years of hands on experience ideally with a mix of Application and Infrastructure Management and hands-on experience with Business and Technical resiliency and recovery in a large retail financial services company or similar size to TIAA-CREF with knowledge of high availability, resiliency and recovery approaches and techniques
Proven knowledge and practical application of regulatory and fiduciary requirements related to Business Continuity in the Financial Services, Banking, and Insurance Business Sectors
Demonstrated experience in the assessment and remediation of recovery risk associated with critical suppliers, technology, and workspace
Experience with RSA’s GRC Archer tool
Project / Program Management expertise and robust negotiation skills
Ability to work independently and strategically across a number of Lines of Business, and locations, to influence and provide leadership in the ongoing sustainability of Business Continuity and Technical Resiliency and the Company
Demonstrated ability to provide strategic leadership, vision and buy-in to other Department staff, as well as internal business partners, without having the direct reporting authority
Must have excellent communication and team building skills, with the ability to effectively interact with internal partners at all levels of the organization. Ability to take a pragmatic and practical approach to problem solving in a fast changing and evolving organization

172

Senior Associate Resume Examples & Samples

Assist in developing for each asset class a view on fundamental risk drivers within an asset class
Assist in the analysis for benchmark selection/derivation for risk budgeting
Help in enterprise wide risk reporting
Help model risk limits across the appropriate investment risks
Analyzing the enterprise wide risk profile for undue concentrations of risk
Work across the various functions in Risk Management to ensure that risk calculations and sensitivity analysis are based on reasonable, fundamentals oriented intuition
3-5 years of experience as a portfolio manager or risk manager with deep understanding of risk and return attributes for asset classes covered
Experience with risk modeling techniques associated with value at risk, economic capital, Monte Carlo simulations, asset allocation and active portfolio management required
Degree in Finance, Economics, Mathematics, Statistics or Scientific discipline
Proficiency with VBA, SQL, C++ and Excel is required
Understanding of econometrics and statistical financial modeling
Strong written and verbal skills. Ability to summarize and communicate complex information effectively in a non-technical manner for senior management
Matlab, R, or other statistical packages is highly desired
Demonstrated ability to interact effectively with quantitative teams

173

Cib-transaction Processing Mgr-senior Associate Resume Examples & Samples

Identify opportunities for process efficiency & implement in a controlled manner
Commerce graduates with good academic record
Good oral and written communications skills

174

Associate to Senior Associate Resume Examples & Samples

Monitor portfolio companies
Solid track record in Global Investment Bank or Strategic Consulting in Japan
Junior candidate with no more than 7 year working experience
M&A Advisory experiences

175

Senior Associate Resume Examples & Samples

Partner with designated senior sales and relationship managers by providing follow-up and sales/relationship management support
Coordinate targeted outreach campaigns to clients and prospects
Assist in sales and cross selling initiatives and transactions with senior managers
Review industry publications such as iiSearches and FundFire on a daily basis to stay informed on industry trends and opportunities
Proficiently utilize applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products
Responsible for some smaller relationships with straightforward service needs with a focus on asset retention
Responsible for effectively partnering with colleagues across channels and affiliate investment firms to promote One Team value system and serve shared clients effectively
Contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge
Responsible for a core competence of TCAM products and TCAM Story
Coordinate or participate in special projects as assigned
Bachelor’s Degree; FINRA Series 7, 63 required
Minimum of three years of financial services industry experience. Minimum of 1 year in a relationship management or sales support capacity with a Financial Services firm
Strong financial services business acumen and experience required. Specifically this associate must have an understanding of the Institutional marketplace, understanding of the TIAA-CREF Asset Management products, organizational goals and structure
5 years of financial services industry experience, with background in the institutional marketplace
Master’s Degree or MBA. Interest in pursuing CFA, CAIA
Background in institutional sales or relationship management preferred
Flexible and highly adaptable
Able to work multiple projects simultaneously
Technologically proficient and knowledgeable

176

Experience Management, Senior Associate Resume Examples & Samples

Participate in Sub-Area conference calls
Negotiate with client-serving teams to meet staffing priorities for the sub-Area
Consult with Resource Management leaders as needed, to overcome any outstanding issues or conflicts

177

Senior Associate Resume Examples & Samples

Structure and execute operational and strategic initiatives by developing work plans, gathering and synthesizing relevant data, leading analyses and developing final recommendations
Conduct interviews with key contacts across the organization to gather baseline information
Perform analysis to test hypotheses and size opportunities (including data gathering, modeling and synthesis of results)
Develop and refine recommended solutions to address issues and capture opportunities
Present findings/analysis and recommendations to senior management
Actively build the knowledge and skill base of the team

178

Experience Manager Senior Associate Resume Examples & Samples

Experience in a professional services firm and/or consulting firm desired
Bachelor’s Degree (in Business, Project Management, HR or other related field of study) or equivalent work experience
Strong analytical and problem solving skills; detailed oriented
Ability to manage multiple and competing priorities; strong organizational skills
Flexible in managing dynamic and evolving priorities
Strong negotiation and conflict management skills including knowing when to escalate
Client service focused

179

Senior Associate Resume Examples & Samples

Assist and advise clients on the development and evaluation of their PPP financial models
Help client and team in Bid process management including application, RFQs and Bid
3 – 5 years of relevant post qualification experience
Strong Financial Modeling & Analytical skills
High team orientation

180

Senior Associate Resume Examples & Samples

Co-ordination, supervision, and development of a growing team of account co-ordinators and process associates
Training, coordinating day to day operations and quality control
Assist engagement teams with the production of audit documentation, including the collation and distribution of Global Audit Instructions and related reporting activities. Co-ordinate the submission and receipt of key audit documentation by audit teams worldwide in accordance with instructions and deadlines
Assist engagement teams with monitoring and communication of the budget, billing schedules and work in process. Analyze and monitor costs against budget, and assist teams with resourcing plan for engagement
Assist engagement teams with risk management processes such as the client pre-approval independence and continuance processes, and other regulatory requirements as appropriate
Fluent in English - both written and verbal
Strong organizational and management skills
Skilled at juggling conflicting demands, prioritizing effectively
Strong analytical/numerical skills
Excellent people skills; promotes teamwork, ability to lead a group of 4-5 associates
Assertive, with strong influencing skills
Able to effectively summarize and conclude on work, applying appropriate documentation standards
Strong computer skills, including advanced Microsoft Excel, power point presentation etc
Proactive with team/client
Diligent in following up on items

181

Senior Associate Resume Examples & Samples

Supports the planning, rollout and training of the Incident Management Program
Acts as the enterprise SME (Subject Matter Expert) on the Incident Management Program
Monitors adherence with the Incident Management Program standards across the enterprise and at a line of business by; ensuring proper classifications of incident; workflows, and validating the completion of incident reporting during the different stages of the Incident Management Program life cycle
Define requirements, support the testing and implementation of enhancements for the Incident Management Program eGRC tool
Support the development and reporting of program level key risk and key performance indicators and dashboards
Conversant with risk regulatory requirements, Enterprise Risk Framework and other relevant policies of the organization
Recommend program and process improvements as needed to address user concerns, regulatory needs or enterprise needs

182

Senior Associate Resume Examples & Samples

Perform security assessments for clients through attack and penetration (primarily network penetration testing, web application vulnerability assessment and source code security review)
Evaluate and analyze threat, vulnerability, impact and risk to security issues discovered from security assessments
Advise clients on the security issues, including explanation on the technical details and how they can remediate the vulnerabilities in the systems
Perform research on latest threats and vulnerabilities as part of the Ernst & Young Global Advanced Security Centers (ASCs) initiative
A recognized university degree in Computer Science, Computer/Electrical Engineering, Information Technology or equivalent, together with at least 2 years of relevant experience
Candidates who possess professional certifications such as Certified Ethical Hacking (CEH), GIAC Penetration Tester (GPEN), Certified Information Systems Auditor (CISA) and / or Certified Information Systems Security Professional (CISSP) are preferred
Knowledge in penetration testing, programming, networks and operating systems would be an added advantage
Strong interest in the field of information security
Creative, independent with good problem solving skills
Strong analytical, interpersonal, communication and writing skills

183

Senior Associate Resume Examples & Samples

Conducts themselves at all times in line with TIAA-CREF Core Values
Build strong relationships with client-facing R&I affiliates in the territory by consistently offering sales ideas, client retention insights and other forms of partnership support
Partner with a designated Director(s) by providing back-up, follow-up, sales and service support
Work with Directors and R&I client-facing affiliates to cultivate relationships with current clients to retain and grow assets
Conduct at least 20 monthly outbound client engagements for follow-ups, investment updates, external client awareness recommendations and sales opportunities
If working with a partner, the Senior Associate will be jointly responsible with the territory Director for achievement of regional ABD sales targets
Proficiently utilize applications such as Salesforce and Morningstar for meeting preparation, activity & pipeline capture and to prepare competitive analysis of products etc
Responsible for knowing the key consultants/intermediaries/gatekeepers influencing business in the territory, and assisting R&I affiliates client-facing talent to position TCAM products in the context of such consultants’ prior preferences
Responsible for effectively partnering with colleagues across channels to promote One Team value system and serve shared clients effectively
Contributes to overall ABD team with sales ideas, best practices and learned industry knowledge and input towards value add programs and marketing ideas
Responsible for competence with the delivery of value add tools and programs, including those utilized by R&I
FINRA Series 7 & 63
Strong Communication skills; clear and efficient communicator
Achieves results
Retirement/ Investment Management Designations preferred
Financial industry knowledge preferably with a strong Mutual Fund/Retirement Market and/or Retail product background

184

Senior Associate Resume Examples & Samples

3 to 5 years of real estate asset and portfolio management experience
Knowledge of property, asset, and portfolio management practices and procedures
Relevant experience in underwriting all property types across various markets; REO and workout experience is a plus
Strong financial analysis skills

185

Cib-client Connectivity Senior Associate Resume Examples & Samples

Work closely with relationship managers to manage target lists for electronic execution
Required: Very strong communication skills and enthusiasm to take on new projects
Required: Ability to interact productively with multiple parties: internal JPM (traders, technology, legal, compliance) and external (clients, vendors)
Required: Strong understanding/experience in the Equities business
Required: 4 year college degree
Preferred: Working knowledge of buyside vendors
Preferred: Series 7, 63
Preferred: Overall knowledge of the FIX protocol

186

Senior Associate, Market Risk Management Resume Examples & Samples

Reviewing and supporting market risk reporting and portfolio analysis
Contributing to other efforts, including
A comprehensive, risk-based program of stress testing and other analysis for the in-force book and
Engagement with relevant technical disciplines, including actuaries, methodology groups, Insurance, Investment and Model Risk, in order both to stay abreast of and to influence the development of risk, stress testing and capital frameworks, methodologies and limits
Bachelors degree in Mathematics, Finance, Economics, Engineering or another heavily quantitative discipline. Graduate degrees, ASA/FSA, and/or FRM/PRM are highly preferred
3-5 years of experiences in insurance companies, consulting firms, and/or investment banks. Proven analytical and research skills with extensive, hands-on actuarial and capital markets modeling experience in complex actuarial and financial analysis, fixed income markets, derivative modeling and/or portfolio asset liability management. Extensive experiences with insurance and annuity products are definite plus
Ability to apply mathematical and programming skill in a highly practical way in order to solve problems
Demonstrated effectiveness working independently and in multi-disciplinary teams in a dynamic environment with ability to successfully engage with technical stakeholders

187

Senior Associate Resume Examples & Samples

Providing first-class system support from initial client contact to closure
Working quickly and effectively to take action against requests and incidents or escalating as required
Executing maintenance on a scheduled basis or as required or requested
Implementing regular, approved system patches and change requests
Working with regional infrastructure teams to implement/execute change requests
Administering system access
Detecting, reporting and fixing of poorly performing systems using agreed monitoring tools and processes
Troubleshooting and escalation of production problems and issues using structured processes
Change management and execution using a structured process
Minimum of seven (4) years of in-depth troubleshooting & support skills
At least seven (4) years of in-depth troubleshooting & support skills and experience with Windows Server particularly Windows 2008. Skills in Windows 2012 is an advantage
Strong background on Windows File Services & DFSR
Minimum of five (4) years of experience in SCOM
Basic/Advance background on following services is a plus

188

Senior Associate Resume Examples & Samples

Processing monthly office expenses and employee expenses
Arranging payment of employee expenses
Arbitrage and Spec Buy payments
Monitor of local bank account balances
Managing invoices for Lease rentals, warehouse, remarketing and trading
Client support and customer service
General administrative support
2+ years corporate accounting experience
Accounting major in college or above
Identifies and prioritise the important and urgent tasks
Delivers high quality work under pressure
Sets and maintains high standards
Strong systems and PC skills including MS Office
Well organised, self disciplined, complete allocated tasks in a timely manner

189

Actuarial Senior Associate Resume Examples & Samples

Merger & Acquisitions (M&A) and due diligence projects
Advanced financial modeling approaches and systems, e.g., designing valuation and Asset Liability Management (ALM) frameworks
Valuation, pricing and product development
Performance in areas related to financial risk, product distribution and capital issues
Regulatory changes, including Risk-Based Capital, Solvency II and IFRS
3 to 4 years of experience with an actuarial consulting firm or actuarial department of a life insurer. Candidates with lesser experience will be considered at Associate Level
Achieved good progress through the actuarial examinations of the following institution; the Institute of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia
Good knowledge of Prophet software
Depth of experience in at least one of the following areas: financial modeling, financial and regulatory reporting, product and distribution strategy, Solvency II, M&A and corporate restructuring
Strong interpersonal and teaming skills
Be at the forefront of issues that are shaping the insurance industry in Asia
Gain a wide exposure to a diverse range of actuarial projects
Have the opportunity to travel in Asia (and globally) to work on client engagements
Work in a multicultural environment
Work with colleagues from a wide range of business disciplines

190

Senior Associate Resume Examples & Samples

Ensure all margin calls due to Macquarie are issued by required cut-offs on a daily basis
Respond to all margin calls received in group email box in an accurate and timely manner
Manage Daily Reconciliations and ensure all breaks are cleared accordingly
Ensure all payments have been processed on a daily basis
Ensure all client reporting has been distributed as per the schedules
Report to credit on a daily basis any disputes and look for resolution with the business and client
OTC - Investigate the Not ready to Margin Queue in Marco
Investigate and action any expired adjustments
Review and action any MTS errors or MTS warnings
Review and update any new agreements
Set up New counterparties in Marco/Calypso/3D per CSA parameters
Send daily handover summary to global collateral team
Provide back up and support to the Hedge Fund and SBL margin functions
Work with the various business areas on new initiatives and see through to a successful delivery
Interpersonal Effectiveness
2 years minimal experience in Stock Borrow Loans
OTC, Hedge Funds (Prime Brokerage) or settlements role is additional advantage to the role
Previous experience working with ISDA CSA agreements
Excellent numerical, verbal and written communication skills

191

Senior Associate Resume Examples & Samples

Process requests from branch offices related to the gathering and maintaining of cost basis information on the TLE system
Edit, correct, maintain, and make additions or corrections to the TLE system as requested by the branch offices or per any assigned daily reports. Also, adjusts “held away” tax lots when necessary
Assist in the training of new associates
Should posses a strong aptitude for MS office applications (Excel, Outlook, etc.)
Assist branches in the processing of ACAT spreadsheets
Answer questions from various departments on entry processing issues as related to cost basis and the TLE system
Assist in monitoring and verifying that essential department functions are completed on a timely basis and within compliance and/or departmental guidelines
Resolves problems relating to the department in the absence of the Team Lead
Updates procedure manuals as appropriate

192

Senior Associate Resume Examples & Samples

Provide good service to all clients and assist in marketing and business development efforts
Prepare full set of accounts and present customized financial reports with the aid of accounting software
Prepare Statutory accounts, in compliance with Malaysian Financial Reporting Standards
Administer client's payroll, using payroll software, execute other expense disbursements and prepare monthly EPF, SOCSO forms, and annual EA forms
Receive and process all invoices and prepare cheques for payments, handle daily disbursements promptly
Prepare Cash Forecast to avail funds for payments and prepare bank reconciliations on a monthly basis
Responsible for prompt Billing and settlement by client, including recovery of doubtful debts and management of bad debts and be prepared to be answerable for write-offs
Perform review of statutory financial statements for simpler accounts and payroll work prepared by associates / interns, by verifying calculations and input codes in to the Accounts system
Undertake Secondment at client’s office/premise, if required

193

Controllership Senior Associate Resume Examples & Samples

Interact with all levels of client management with a focus on building relationships and executing continuous risk assessments
Lead and execute project planning tasks, fieldwork and report writing
Manage testing teams for operational audits and reviews
Manage project teams supporting Privacy or Information Governance initiatives
Represent the Controllership department effectively in project forums
Review/refine supporting documentation for control objectives, including development of processes with application and infrastructure owners
Perform process risk analyses and prepare substantive, effective and efficient compliance test plans
Evaluate test results and identify deficiencies between standard policies and actual observations (accurately identify symptoms, root cause, problems, identify alternative controls, and develop recommendations)
Identify areas of opportunity for process, control or cost improvement, and make recommendations to Controllership management team
Communicate overall project progress on a weekly schedule to the Controllership Management team
Demonstrate curiosity and openness to new ideas and concepts; generate imaginative ideas and solutions
Bachelor’s degree with a major in business or management information systems or relevant experience
7 – 10 years’ experience in IT Audit, Risk Mitigation, IT Project and Portfolio Management, Information Governance, Privacy, Information Security and/or Relationship Management
Knowledge of Information Governance or Privacy control requirements a plus
Knowledge of IT Control requirements associated with Sarbanes-Oxley Act or the COSO framework a plus
CIPP, CISSP, CISA, CPA or PMP a plus
Strong leadership, coaching and training skills
Strong decision-making, organizational, and analytical skills
Ability to learn new technologies and skills quickly. Auditing experience with a public accounting firm a plus
Knowledge of UNIX, Windows, AS/400, Client Server, SQL, Oracle, SAP, SDLC, infrastructure, general controls, application controls and data base management systems preferred

194

Asset Management Risk-gim Risk Analytics Group Senior Associate Resume Examples & Samples

Be highly quantitative, detail-oriented, able to multi-task and work independently
Understand financial mathematics and quantitative techniques aimed at measuring risk at the security and portfolio levels
Possess in-depth knowledge of VaR models and stress testing techniques; experience with RiskMetrics or Algorithmics a plus
Understand the techniques for the backtesting and regression testing of risk models
Have a good understanding of the equity and fixed income (rates and credit) products and markets, as well as related derivatives and structured products
Have experience pricing securities, derivatives and structured products using appropriate models
Be technically proficient
Have 5-7 years of experience in a quantitative analysis/research role within either Investment/Market/Credit Risk Management or a Front Office role

195

Senior Associate Resume Examples & Samples

2 to 3 years of total work experience
Any non Commerce Bachelors or Maters Degree
Good Reviewing skills
Good Coaching Skills
Ability to understand and execute GCR business requirements

196

Senior Associate Resume Examples & Samples

Offers key exposure to Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, etc…
Professionals participate in interesting assignments of strategic significance
They have the opportunity to interact with senior level finance and accounting professionals at Fortune 500 companies
Our professionals experience a diverse array of companies and industries
2-10 years of experience (including at least 2 busy seasons of public audit)
Highly motivated and ability to work independently
Desire to earn top industry salary levels
Flexibility and desire to tackle multiple challenges

197

Performance Improvement IT Senior Associate Resume Examples & Samples

Bachelor or Master Degree with a minimum of 3 years’ working experience with corporate or investment banks and good understanding of forex trading including administration, settlement and payment or with advisory firms with experience focused on this industry. Candidate with lesser experience will be considered as Associate level. Strong business acumen within the financial sector, with experience in one or more of the following disciplines or business processes
Operations and process improvement
Trade Finance
Securities
Treasury
Financial management and finance function improvement (operational accounting, statutory reporting, management reporting, budgeting and forecasting)
Regulatory reporting
Highly proficient with Microsoft Excel and Powerpoint
Very strong Project Management qualification (i.e. Prince 2/PMI/APM would be desirable)
Good understanding of Enterprise Architecture(i.e. TOGAF qualified) would be desirable
Ability to travelling as required

198

Senior Associate / Assistant Manager Resume Examples & Samples

Should be technology savvy, Good knowledge of content structure
Basic knowledge of Content Management practices
Good knowledge of file conversions from one format to other
Knowledge of eBook conversion and composition softwares: InDesign, QuarkXpress; and graphic softwares: Adobe Photoshop and Illustrator will be an added advantage
Responsible for controlling the archiving process and delivery to a central repository of our electronic data to agreed quality and standards such that Pearson UK content can be efficiently repurposed to meet corporate requirements
Manage content requests coming from all territories of Pearson and managing conversion of files according to customers requirement
Notify content creators of any incomplete or inaccurate data
Employ new technologies and working practices as launched within the department
Log and maintain archive records (metadata) in appropriate databases
Manage safe storage of final archive data. Ensure all previous/redundant versions of data are deleted/disks destroyed

199

Senior Associate Resume Examples & Samples

Comment from Business Finance's perspective on new products as part of new product approval
Improve financial control procedure and to ensure compliance with relevant accounting standard for financial reporting
Review monthly accrual and monitor balance sheet substantiation
Prepare MIS reports, including Products, Branch, RM and Client view
Perform financial and non-financial analysis, forecast for CBG. Monitor expense variance against budget / forecast as part of cost control
Drive business results by preparing commentary on business performance, highlighting risks and opportunities
Coordinate and drive finance process re-engineering initiatives
Partner with stakeholders in Business, Finance and other Support Units
Other projects to support Bank's initiatives

200

Senior Associate, Market Risk Management Resume Examples & Samples

Understanding, testing and documenting the validation of these models consistent with the enterprise Model Risk Management framework, policies, standards, processes and standard operating procedures, and model affirmation requirements; this includes building challenge models and testing platforms as needed/appropriate
Providing analysis and recommendations with respect to continued / enhanced functionality of existing models/systems/processes, as well as researching and developing new and innovative models, analytics and implementations to effectively and efficiently assess enterprise market risks
Working with our technology partners to provide meaningful reporting to support the evaluation of output from these models in comparison to market and front office comparable results
Degree in Mathematics, Financial Engineering, Economics, Business, Science based, or related analytical field
5+ years of overall experience in the financial services industry (bank, insurance company, hedge fund, etc.), and with 2+ years of experience focusing on model validation or model implementation is desired
Strong communication (both written and presentation) skills, including the ability to communicate complex issues to nontechnical persons
Demonstrated advanced knowledge of software tools used in business communication such as MS Excel, Word and PowerPoint

201

Conduct Senior Associate Resume Examples & Samples

Experience in providing regulatory Audit and consulting advice to both established companies and new entrants
Significant experience in delivering high quality technical support and quality assurance over Financial Services Audit engagements
An in-depth understanding of the industry and regulatory environment in the UK is required

202

Senior Associate Resume Examples & Samples

Resolve P & S breaks
Obtain signoff for inventory balances / file on share
Process UIT Trade corrections
Aaddress & action UMG wires ( UIT’s & Treasuries)
Handle UIT BPS Billings
Process rollover trades & update spreadsheet with new requests
Handle all exception processing billings and client trading Errors
Address all static data issues on platforms
Run maturing cusips report
Monitor / add additional cusips for new deposits
Confirm Treasury Auction orders with FC’s
Send Report to Capital Markets
Process Treasury Auction Trades
Action Euro-clear unmatched reports
Business degree or equivalent work experience
Trading or brokerage operational experience
Ability to work closely with business owners & producers
Service oriented./ Detail oriented / Solution oriented
2-4 Years industry experience
NASD Licenses Series 7, (including 63, 65, or 66)

203

Senior Associate Resume Examples & Samples

Graduation in Commerce
Minimum 3-5 years of relevant accounting experience in an International firm
Added advantage if the candidate is part-qualified CA, CWA or CPA
Experience in financial accounting is an advantage
Finance or Taxation experience within a shared services environment or financial services an advantage (but not essential)
Willingness to travel overseas
Willingness to work in different time zones to support clients

204

Resource Management Senior Associate Resume Examples & Samples

Responsible for new hire and experienced staff deployment, including consideration of personal requests, diversity and inclusiveness, team preferences, etc
Assists in the review of scheduling request forms for accuracy and reasonableness within our Southeast Region guidelines, in the loading of information into scheduling system and with the follow up on outstanding or incomplete scheduling requests on a timely basis
Identifies scheduling conflicts and communicates conflicts to appropriate client service contacts and/or Experience Management team members
Works closely with the Experience Management Coordinator of local unassigned staff, coordinating on requests client service personnel for daily assignments and inventory observation requests
Reviews operational reports through both internal Experience Management systems and Excel, including actual versus expected hours, missed gT&E, available hours, utilization and overtime
Build relationships with new hires to ease their adjustment to our corporate culture as well as to educate them on the Experience Management policies and procedures
Prepares materials and conducts for New Hire and Experienced Hire Orientation for levels served
Assists the Experience Management team with ad-hoc Georgia and Southeast Region requests for deployment or operational information as needed
Monitors Assurance charge codes to ensure engagement codes are open on a timely basis, monitors Assurance administrative codes to ensure personnel are charging time appropriately
Responsible for the scheduling of Core Assurance training for all Staff to meet firm education requirements annually
Coordinates with practice support services such as Recruiting and the Americas Talent Team on staff level items as needed

205

Senior Associate Resume Examples & Samples

3 years' experience in a technology position in the area of development or QA testing
Proficient in Microsoft Office with advanced skills in Excel
Excellent interpersonal, organizational, planning and communications skills
Customer-focused attitude
Demonstrated ability as a detail-oriented, self starter
Knowledge of SQL, ASP and ASP.net

206

Senior Associate Resume Examples & Samples

Execute financial control policies and procedures, measures and systems
Assist in implementing unit specific operational risk policies and ensuring compliance with Group's risk management requirements
Manage deliverables of operational risk review and evaluation of self-assessment programs
Conduct inspections and health checks to identify operational deficiencies & gaps, propose management actions to improve the control environment, write clear and concise report to record the findings and actions and make recommendations to strengthen the control process
Reinforce accountability and ownership and control activities within Finance function
Provide support and coordinate the implementation of Business Continuity Management
Lead the general ledger monitoring and financial system control activities
Drive and roll out ad hoc financial control projects

207

Senior Associate, Multi Resume Examples & Samples

Supply performance measurement and attribution reports to Portfolio Managers and Senior Management on a daily, monthly, quarterly and annual basis
Lead the production of performance contribution and attribution reports, including assignment of macro-level investment themes and management and oversight of theme-based map
Coordinate data flows between Investment team, Trading, Operations, and Risk for the production of theme-based reports by the various functions
Respond to ad hoc attribution and scheduled portfolio characteristic requests
Collaborate with the Information technology and project management teams to re-engineer processes and increase effectiveness of existing reporting
Candidate should also be capable of writing interpretive commentary to the reports being produced; presenting reports and interpretations to senior management; and designing new reports that influence the executive decision-making process at MSIM
Bachelor’s degree in Finance, Business, Economics or a quantitative field. Master’s degree is preferred
Sound knowledge and experience with Performance Attribution with a focus on multi asset class portfolios
High degree of proficiency with Factset and other performance attribution engines is strongly preferred
Programming knowledge and experience - SQL / Python
3-5 years of relevant experience required
Demonstrate understanding of both traditional asset management and alternative investments: all instruments used in macro-trading strategy (e.g., derivatives, FX forwards, futures, swaps, alternative mutual funds, fixed income and cash equities)
Advanced knowledge of Excel, PowerPoint, and Access including designing, creating and maintaining complex spreadsheets, databases, queries, reports and charts
Ability to think strategically and build on system capabilities

208

Risk Transformation Senior Associate Resume Examples & Samples

Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
Stay abreast of current business and industry trends relevant to the client's business
Develop and maintain long-term relationships and networks with clients and internal EY stakeholders
Demonstrate deep technical capabilities and professional knowledge
Possess in depth business acumen and demonstrate ability to quickly assimilate to new knowledge
Candidates who possess professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP) and / or Certified Fraud Examiner (CFE) are highly encouraged to apply
Willingness to travel on overseas assignment as the need arises
Working experience on at least two (2) full cycles of access control framework definition, security role design, remediation and implementation for ERP solutions
Working experience in performing business process controls review, access controls review (e.g., segregation of duties) and project risk assessments in an ERP environment. Having experience in continuous controls monitoring and controls optimization type of work would be an advantage
Understanding of and/or implementation experience with a variety of GRC tools

209

Senior Associate Resume Examples & Samples

Experience with open source information gathering, collation and analysis
Outstanding management, interpersonal, communication, and organizational skills
Experience with both the MENA and India region

210

Resource Management Senior Associate Resume Examples & Samples

Meet with Partners, Senior Managers and Managers to discuss staffing requirements for their clients, and to gain an understanding of specific engagement needs and deadlines
Resolve conflicts with engagement team members to ensure appropriate solutions are identified in a timely manner considering engagement requirements and developmental goals of staff supported
Manages planning process for local group
Train resource associates on the scheduling tool and area policies and procedures
Work with People Consultants in assignment of counsellors
Participate in performance management meetings for assigned personnel
Build relationships and communicate continuously with client service personnel to identify personal schedule preferences and/or career development issues
Regularly communicate regarding headcount activity and any performance issues surfaced by engagement teams
Review actual and projected utilization, anticipate availability and proactively take action to minimize unassigned time while balancing the workload of all client serving individuals supported
Analyze Plan/ARMS/Actual to assist in forecasting hours, tracking utilization and monitoring headcount. Raise issues identified to RM and group execs
Identify over and underutilized personnel; be proactive in identifying additional resources to bring utilization in line with their peers
Negotiate with client serving teams to shift time or create individual availability in order to meet staffing priorities for the office/area
Strong analytical skills – detail oriented
Proficient in scheduling tool and other Microsoft applications
Very strong communication skills, both oral and written
Proficient at negotiation skills and conflict management
Strong client service focus--responsive to requests maintains a sense of urgency in resolving issues
Well versed in Firm and area policies
Possess strong problem solving skills
Possess outstanding teamwork and interpersonal skills
College education or qualified experience
A minimum of 3 years related experience

211

Senior Associate Resume Examples & Samples

Lead special Business Unit and portfolio team projects that require quantitative expertise
Perform asset optimization and develop/update modeling assumptions and risk-return metrics
Graduate degree in quantitative finance, applied science or mathematics preferred
Knowledge and experience with object-oriented programming languages such as C#, Java, or C++
Deep understanding of capital markets including derivatives, fixed income and equity instruments
Creative problem solver, high energy and initiative
Strong leadership characteristics and demonstrated value of client focus, teamwork, coaching and integrity
Exposure to external market data sources, commercial modeling and hedging platforms

212

CIB Ecs-client Connectivity Product & Electronic Onboarding Senior Associate Resume Examples & Samples

Work closely with sales and trading teams to manage target lists for electronic execution
Client management
Required: Strong understanding/experience in the F&O or Equities businesses
Required: Eagerness to increase understanding of electronic trading: algorithmic and direct market access
Required /Preferred: Overall knowledge of the FIX protocol and prior experience with electronic connectivity
Required/Preferred: Prior technology experience with business analysis of trade management software
Required/Preferred: Good project management skills
Preferred: Trading floor experience
Preferred: Series 7, 63 or 3

213

Senior Associate Resume Examples & Samples

3-5 years’ experience supporting marketing processes and workflows end-to-end and should preferably have experience supporting Marketing Resource Management technology
5 – 10 years’ experience supporting Teradata/Aprimo and should have direct knowledge of marketing concepts and different types of marketing workflows
5 – 10 years’ experience demonstrating a deep knowledge of Teradata/Aprimo workflows. Candidates should also have direct experience leading Teradata implementations and operating in administrator background for Teradata/Aprimo
The person in this role doesn’t require a development background, but should be proficient with technology/software
The ability to manage scope and understand project management concepts is important
Prior experience with Marketing Management Resource systems, preferably Aprimo/Teradata
Strong process design skills
Technologically creative – can leverage the features and capabilities within the Marketing Operations application to create solutions for the business
Working knowledge and experience in business operations
Logical thinking; likes detailed work
Good communication skills (listening, written, and verbal)
Experience in vendor management
Strong time management and multi-tasking abilities
Ability to work effectively both independently and in a small team environment
©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

214

Senior Associate Resume Examples & Samples

Provide unmatched client service that meets or exceeds client expectations
Correctly performs most routine audit engagement procedures in a timely and professional manner
Demonstrates ability to recognize problems and proposes sensible solutions, with appropriate balance between clients’ needs and the firm’s risk
Balances assigned workload between self and Staff
Meets assigned deadlines or budgets and provides advance warning of problems
Shows ability to supervise and train other professionals
Maintain knowledge of firm services and promote to clients when appropriate
Ability to handle multiple tasks simultaneously and meet client deadlines
Ability to travel to serve clients
Effective verbal and written communication skills, as well as good computer skills
Minimum 2+ years of recent experience in Public Accounting with an emphasis on Assurance
Bachelors or Master’s degree in Accounting is required
Must be a licensed CPA
U.S. citizenship or Lawful Permanent Resident status is required
Experience with a national or large regional accounting firm is a plus

215

Senior Associate Resume Examples & Samples

Responsible for identifying business problem areas and align themselves to the pain areas through either GB/BB Projects
Conducts specific reviews with Green belts on quality improvement projects
Responsible for closure of projects, computation of financial benefits accruing from the projects
Conduct initiatives such as Quality Hour, Quality Clinic, Brown bag sessions, which are interactive sessions on usage of quality tools
Certified Green belt, Black Belt trained (preferable)
5 to 7 years of experience, 2 to 3 years in Quality role / 1 year in Six Sigma role
Knowledge of Six sigma concepts of DMAIC (and all tools included therein)
Mentoring & experience in creating, reviewing & closure of projects
Facilitating sessions and meetings
Above average Training skills in conducting Green Belt & Six Sigma awareness training programs
Influencing skills & consultative skills
Highly assertive, strong orientation to statistical analysis, good team player & willingness to lead teams not reporting into them, should be able to grow into leadership roles after graduation from the BB role
Presenting data, sharing analysis and getting concurrence from stakeholders on actions (for assigned processes)
Willingness & quick to learn new processes
Black Belt will drive process operational excellence on Quality, delivery and productivity
Work with process teams to achieve process goals
Should have taken part in Continuous improvement initiatives (KAIZEN) and other Quality related initiatives to spread the quality awareness
Be able to conceptualize and develop quality related training modules
Experience of having done BPMS or trained on BPMS (Business Process Management System)
Self-starter who can work independently, displays initiative and is a problem solver
Usage of Minitab/Microsoft Powerpoint, Excel and Word
Project Management skills (from a PMP perspective)
Experience at a MNC / Service industry preferably with a captive centre of a corporate bank, Third party BPO

216

Senior Associate Resume Examples & Samples

0-3 years of IT support experience
Support of mission critical trading systems for traders and business support staff
To be successful in this role, you will have

217

Senior Associate Resume Examples & Samples

Populating externally reported data request templates from various system reports or data requests
Partner with various Mortgage Banking Accounting, Finance, MIS and operations teams on process improvement
CA with emphasis in Finance, Accounting or other quantitative/business discipline
8+ years experience in the financial services industry, preferably within the Mortgage Servicing. A solid understanding of mortgage banking accounting, operations and modifications will be crucial to this role
8+ years experience in a finance or accounting reporting role
Team player that can partner effectively across organization to help drive report/project completion within deadlines
Strong working knowledge of MS Excel and advanced data manipulation functions is preferred

218

Senior Associate Resume Examples & Samples

Training and Technical Assistance
Provide and support technical assistance both on site and virtually as a junior trainer/consultant to local communities implementing different tools and curriculum
Participate as a subject matter expert on several call centers
Provide project support to teams based in Fairfax and across the country
Write literature reviews, annotated bibliographies, reading lists, and research briefs
Translate research findings into actionable information via products and/or presentations
Present at local, regional, and national events
Master’s degree in Political Science, Social Work, Psychology, Sociology, Economics, or other Social Science related discipline required with a minimum GPA of 3.0
Proficient in MS Office Applications: Word, PowerPoint, Outlook, and Excel
1+ years of demonstrated experience in social media and/or online learning tools
Willingness to travel up to 25-35% nationwide on an annual basis
Experience with data communication tools (e.g. charts, graphs, logic models) and infographics
Experience working with local, state, tribal, and/or federal government programs in the field of health and human services
Strong team player with the ability to take initiative and work well independently as well as take direction and execute high-quality work

219

Senior Associate Resume Examples & Samples

Translate business questions to data-driven analysis
Participate in designing targeted solutions to identified business questions
Load, manipulate and visualize data
Collect, process and enrich data of different formats from multiple sources using a variety of technologies and platforms
Analyze the data using various analysis tools and free SQL writing
Draw insight, build and present reports, visual presentations which are tailored to different stakeholders
Minimum one year experience with Big Data solutions and analytical/reporting techniques
Financial industry knowledge; an understanding of, and keen interest in, the Research and/or financial markets industry highly desirable
Total work experience of at least 5 years
Strong working knowledge of Excel, including VB highly desirable
Strong working knowledge of SQL, ETL and BI tools
Basic knowledge of OOP fundamentals
Scripting experience in Java, Python; familiarity with Unix advantageous
Experience with scripting in statistical program languages such as R, SAS, Matlab advantageous
Experience in Big Data (Hadoop ecosystem) highly desirable. Ability to
Gather, validate, and analyze large complex information sets; understand the meaning of the data and how it applies to end users; identify and trouble-shoot/problem solve issues with data or results
Strong analytical and project management skills, including a thorough understanding of how to interpret business requirements and provide data to help observe trends and identify anomalies
Independent, highly motivated self-learner
Evidence of an ability to work under pressure, within tight time-lines and with strict attention to detail
Demonstrated report development skills; ability to design and develop reports based on business requirements and optimal user experience
Excellent verbal, comprehension and written communication skills (English) for technical and business audiences
Ability to work well in a team with diverse skills located around the world
Detail-oriented who takes pride in hard work
Capable of working in a dynamic, rapidly changing environment while sensitively managing confidential information
Strong client focus, ownership, urgency and drive

220

Senior Associate Resume Examples & Samples

Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
Previous investment banking experience. Series 79 & 63 (within six months of employment)
Analyzing and synthesizing data
Team player with competitive drive to win
Strong task prioritization skills

221

Senior Associate Resume Examples & Samples

Leads minor enhancement projects including facilitating requirement meetings, and working with client facing personnel to define application functional needs. Creates test plans and scripts for minor application enhancements and facilitates and/or participates in testing the applications. Recognizes potential problem areas, logs and reports the issues to the developers and works with them to implement resolutions
Participates in major projects by attending requirement meetings, and assists with assigned business analyst to define application functional needs. Helps with creating test scripts for application enhancements and participates in testing the applications. Recognizes potential problem areas, logs and reports the issues to the developers and works with them to implement the resolutions
Periodically conduct training of end users, write training materials and collaborate with Audit personal to deliver training
Works with Audit Team Lead to identify application enhancements and/or process improvements that will reduce overall effort required to support the system
Serves as an escalation point for administration support team. Be responsible for tracking repetitive and complex issues. Works with IS development and networking teams to diagnose root cause of issues. Develops short and long term solutions. Provides documentation and training to admin or end users to address issues
Covers 2nd and 3rd level phone support and conduct administrative tasks when necessary and ensures customer requests are met and technical issues are resolved on a timely basis
Assists in User Acceptance Testing of system enhancements when needed
Bachelor’s Degree required, accounting or related field
2+ years of experience in performing audit engagements or working with supporting an audit software solution
2+ years of experience using audit workpaper systems such as CaseWare Working Papers or ProSystem Fx Engagement (CaseWare preferred)
An aptitude for learning and working with technology
Creative and strong customer and product-oriented mindset
Strong analytical, problem solving and critical thinking skills
Experience with working in Microsoft Windows and Windows applications

222

NAV Specialist / Senior Associate Resume Examples & Samples

BBA in Accounting
2+ years of experience in Hedge Funds in a Fund Accounting role
Strong accounting and product experience
Derivatives experience
Diverse Fund Structure exposure

223

Senior Associate Resume Examples & Samples

Lead Forensic Audit teams assigned to project under investigations
Conduct audit based investigations
Lead and direct teams on investigation projects
Customize methodologies and leading practices to client needs
Co-develop and assist with workshops
Assist in giving expert testimony
French speaking
80 % travel into Africa
Bcom Hons (Accounts) , Legal Degree, Forensic related Qualification
Relevant financial and forensics experience will be advantageous
High level report writing skills with an ability to develop audit reports for both criminal and civil prosecution
Supervision of teams
Coaching skills
Report writing skills
Proactive and deadline driven approach

224

Senior Associate Resume Examples & Samples

Handle incident and service requests through service management tool and resolve within the agreed OLA
Execute network changes as per the standard process
Interface with vendors for any circuit outages or hardware issues. Followup with vendors till closure of the incident/problem
Execute proper methodologies to improve event resolution time, manage customers’ expectations and develop strong and stable internal relationships
Adherence to firm and IT policies and procedures
Work on various projects/programs within operations
Bachelor’s degree in a technical field preferred, or equivalent experience, certifications, and training and 5-8 years of comparable work experience
CCNA, CCNP (Preferred)
ITIL (Preferred)

225

Investor Services Senior Associate With AML Resume Examples & Samples

Process and report investor transactions including subscriptions, redemptions and transfers and the associated money movement
Review, understand and have the ability to discuss governing documents for hedge fund clients
Communicate with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing etc
Review the share register database to ensure that all activity is completed accurately and on time
Respond to investor and client inquiries
Provide periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives
Review and approve Anti-Money Laundering tests pursuant to US and Cayman guidance notes
Serve as point of contact to determine required documentation as per the client’s AML policies & procedures while insuring regulatory requirements are upheld
Prepare client specific KYC-related analysis as requested
Assist investor services team with AML/KYC related queries and escalations
Assist with the training of investor services staff on AML/KYC
Attend client service meetings to discuss AML related matters and issues
3+ years combined experience in AML/KYC and Investor Services or financial services/fund administration
Knowledge of AML/KYC requirements for US and Cayman domiciled regimes
Knowledge of various Sanction Screening tools (i.e. World Check, Dow Jones)
Proven ability to interpret and analyze formation documents for various entity types
Solid client relationship management skills

226

Performance Improvement Senior Associate Resume Examples & Samples

Participate and assist in preparing for meetings with target management teams
Help prepare reports and schedules that will be delivered to clients and other parties
4 - 5 years relevant experience

227

Senior Associate Resume Examples & Samples

Supports the ongoing development of scenarios and facilitation of workshops in support of the Structured Scenario Analysis Program
Acts as the enterprise SME (Subject Matter Expert) on Incident Management Program
Develops and Leverages outputs from the Structured Scenario Analysis program in support of the Enterprise Risk Capital and Stress Testing team
BS degree
Understanding of and practical applicability of basic statistics and modeling
Proficient in Microsoft excel and PowerPoint
Ability to think critically, comprehend detailed business and risk concepts and develop and defend an independent position that’s based on a pragmatic and balanced assessment
Familiarity with Operational Risk Management and related concepts
Project management discipline and ability to oversee multiple projects to completion
Well-developed listening skills with a well-tuned ability to summarize key points and provide feedback
Ability to quickly build relationships with all levels of the business
Prior experience supporting risk or compliance processes or functions
Knowledge of Operational Risk Best Practices and Project Management
Project Management Certification and Six Sigma are a plus

228

Senior Associate Resume Examples & Samples

ACA or CFA qualified
Well versed in Microsoft office especially Excel
Articulate and professional in delivering complex valuation assignments, sometimes to a non technical audience
Able to understand and analyse complex financial statements
Show an interest in derivatives and valuations
Able to work within a team but also show initiative and independence when needed
Willing to manage and develop junior members of staff
Able to multi task and prioritise projects in time pressure situations

229

Senior Associate Resume Examples & Samples

Producing quantitative and qualitative research on the economics of distributed energy technologies (particularly PV & storage), their effect on the energy markets, and the strategies and businesses models being developed to adapt to new technologies
Presenting at conferences, industry events and in the media
Engaging with clients & industry figures every day
Contributing to the development of the business
University transcripts

230

Municipal Markets Senior Associate Resume Examples & Samples

Use DBC bond structuring software to prepare models that are used to compare financing options for clients/potential clients
Assist with the idea generation and preparation of transaction solicitation materials
Handle inquiries and documents not requiring banker's attention
Foster relationships with existing and potential clients, often participating in presentation of generic and idea-specific pitches
Develop and maintain internal relationships to ensure appropriate compliance and marketing for the department
Assist in training Analysts and Associates
Bachelor's degree in Finance, Accounting, Economics or equivalent education and related training
Four years of related experience
Self motivated and detail oriented
Strong understanding of financial statements and related reports
Financial Industry Regulatory Authority Series 79 required or a Series 7 holder who opted into the new registration by 5/3/10 and Series 63 or 66 license is required

231

Senior Associate, Wealth Strategies Resume Examples & Samples

Attend meetings and classes to keep abreast of personal financial planning products and services
Make progress toward being able to lead sales calls and present to COIs/prospects without the assistance of a Wealth Strategist. Develop independent calling program
1-3 years of trust sales, relationship management, or wealth advisory experience

232

Senior Associate Resume Examples & Samples

Consult with Tax Talent Team and Africa Recruitment Leader on resourcing plan for Tax Service Line
Obtain approval of resourcing plans
Understand recruiting demands and skills profiles within Tax and Tax sub service lines
Review job specifications and obtain sign off
Draft and approve job adverts
Use creative and innovative sourcing methods to acquire suitable candidates including but not limited to employee referrals, social networking sites (e.g. LinkedIn), alumni, transfers and agencies
Convert leads, screen applications and short-list candidates for Hiring Manager consideration
Manage candidates through the entire interview and hiring process (up to and including assessing candidate qualifications for current open positions, negotiating offers and initiating onboarding for new hires)
Provide regular updates to hiring manager, talent and recruitment leaders and other stakeholders as may be appropriate on pipeline development and candidate progress
Develop and maintain relationships with Business Unit and Service Line hiring managers and HR leaders
Participate in workforce planning sessions and ongoing ad-hoc feedback meetings with hiring managers
Execute on processes to implement hiring plans based on business strategy in consultation with business and recruiting leaders
Participate with hiring managers and recruiting leadership to develop implementation plans for sourcing and recruiting strategies, paying particular attention to inclusiveness strategies
Responsible for inclusiveness sourcing efforts
Attend inclusiveness events and conferences to develop and foster relationships with diverse professional organizations for pipeline. Follow-up on leads, participant lists, etc
Responsible for scanning the marketplace for trends and obtaining information on competitive positioning. May make recommendations regarding how this information could affect hiring plans and/or sourcing strategies
Minimum 5 years relevant working experience

233

Senior Associate Resume Examples & Samples

Participate with the Senior Director of Consumer Research and the team, in managing the Learning Agenda. Ensure there is a clear line of sight between Nordstrom organizational objectives and the Consumer Research work/focus
Support the development/refinement of strategies related to merchandising, marketing, sales productivity, and overall business growth by providing meaningful, actionable consumer insights
Support, lead and/or execute key projects
Bring meaningful, understanding and actionability to data
Partner with others to leverage consumer insights to drive business results

234

Senior Associate Resume Examples & Samples

Five years of experience researching and analyzing macroeconomic, financial market, and industry data affecting Chinese companies
Experience must include analyzing Asian equities in the consumer staples, discretionary and auto sectors
Experience must include performing financial valuations and developing earnings forecast models and portfolio construction techniques
Experience must include utilizing analysis, research, and reporting tools, such as International Financial Reporting Standards, U.S. GAAP, China GAAP, Bloomberg, and FactSet
Experience must include formulating investment ideas and strategies, and monitoring portfolio performance
Proficient in Excel, Word, and PowerPoint

235

Senior Associate Resume Examples & Samples

Manages prepress assessment, markup, and transformation of manuscript documents
Builds and compiles templates for both print and digital products
Pages books
Inputs typographic/typesetting changes
Creates and develops ebook files
Reviews files for QA
Interacts with several different publishing systems, including CMS, routing/workflow, tracking, and Digital Asset Management systems
Sets and maintains project schedules and milestones
Represents department at meetings
Follows-up with departments
Minimum of 2-3 years of relevant prior experience
Strong awareness of current marketplace challenges and trends
High proficiency using Adobe Creative Suite (particularly InDesign 6 and CC) to create book content
Proficiency using Microsoft Office programs (Word, Excel) required
Familiarity with epub, epub validation requirements, and standards
Knowledge of XML, XSLT, HTML, and CSS preferred
Previous experience working with a CMS preferred
Demonstrated prior success with prioritizing and organizing multiple projects to completion by specified deadlines
Strong organizational skills, attention to detail, and excellent typing and grammar skills
Familiarity and ability to work with both Mac and PC environments
Ability to adapt to management direction and dynamic environments
Experience with a direct report preferred

236

Senior Associate Resume Examples & Samples

The associate will work closely with the London based Analysts covering European Banks sector
The associate will help prepare research notes and presentations for internal and external clients
The associate also assumes full responsibility of the models under his domain
3-4 years of relevant work-experience, preferably covering the banking sector. Previous experience on European banking sector is an added advantage
The candidate should be a pragmatic "self-starter"; who can work both independently if the analyst is traveling or as part of a team

237

Senior Associate Resume Examples & Samples

Design finance transformation strategy and finance organization design
Conduct finance operating model transformation, such as shared services and outsourcing analysis
Develop business requirement of client finance application based on finance transformation design
Conduct finance process reengineering in closing, procurement to payment, treasury and cash management, budgeting and planning, performance management based on client’s finance application or ERP platform

238

Prod Control Senior Associate Resume Examples & Samples

Complete jobs and activities accurately and on time
Balance data between multiple systems to ensure accuracy and compliance with contract
Troubleshoot processing problems with data center and mail house; resubmit jobs and/or escalates the problem
Maintain production reports and logs
Interface with customers and management as point of contact regarding production control issues
Follow proper notification and escalation procedures for missed checkpoints or other batch/online processing delays
1-2 years of production control experience preferred
Good understanding of transaction processing, balancing routines and quality control
Good oral and written communications skills; comfortable communicating primarily by phone and e-mail
Highly proficient in MS Excel
Proficient in use of web based applications
Proficient in MS Outlook and MS Word

239

Senior Associate Resume Examples & Samples

High quality focus on ensuring Data Profiling, Testing and Measurement standards are coherent, accurate and timely at all times
Responsible for technologists to develop requirements, testing and production deployment of dashboards and reports
Strong partnership with CDO, LOB and Technology support groups to ensure a high quality product and operating environment
Develop training and high quality support materials to ensure Best practice and Guidelines for Profiling and Testing are adopted and used by all stakeholder groups
Help Execute Data Quality Firm Wide Profiling/Measurement Capability strategy
1 - 3 years experience in a Data Governance organization
3 – 5 years Project management experience
Prior Experience working with Data Quality Profiling, Execution and Measurement is highly desirable
Excellent prioritization, planning, organization and time management skills
Able to influence diverse stakeholder groups
Must be detail oriented, highly responsible and able to work with tight deadlines
2+ years experience developing advanced visualizations and dashboards in Tableau

240

Senior Associate Resume Examples & Samples

Bill processing in SAP of all entities
Managing Stationery, pantry & electrical supplies and maintain database
Assisting during set up of / restructuring of office on Pan India basis- Infrastructure management
Managing AMCs (Annual Maintenance Contracts)
Cost Analysis and Management
Asset Management – Record keeping
Upkeep of data – budget vs spend on monthly basis
Ensure upkeep of assets by regular checks and preventive maintenance

241

Senior Associate Resume Examples & Samples

The Associate’s main responsibility is to support the analyst with coverage of existing companies and also help with initiating coverage activities. The associate would be required to take ownership of the models and write a substantial part of the report
There will be thematic work alongside supporting daily coverage, including periodical products. Candidates will also help prepare research presentations and research notes for internal and external consumption as well as model building and maintaining a number of industry databases
Specific company coverage support on large/mid-cap pharma is primarily to work on company product analyses e.g. US ANDA pipelines, IMS analysis for key products on an ad hoc and regular basis, patent challenge database for relevant companies etc
Maintenance of quarterly preview sheets in earnings models
Contribution to thematic sector research pieces as needed using secondary research
Weekly / Monthly IMS / AIOCD download and analysis of key products for coverage universe
Strong understanding of the Pharmaceuticals business
Writing skills (good at structuring the report and articulating the key findings); ability to synthesize ideas in clear, logical, and precise written English; must be already involved in writing research reports
Ability to collect and analyze sector data based on secondary information. Ability to understand industry dynamics, key trends and their implication on companies under coverage
Competent in using online search engines, statistical websites and medical society websites for market research purposes

242

Senior Associate Resume Examples & Samples

Process the receipt of physical securities from branches and/or internal departments. Review and verify all information for accuracy to ensure items are booked to the appropriate location. Book physical items accordingly
Remain current of department procedures, various state laws, and SEC rules to ensure compliance
Responsible for reviewing and working department reconciliation reports to completion. Researching and resolving out of balance items and/or notifying the appropriate person or area of items to be worked
Responsible for tracking and monitoring work volumes on a weekly basis, appropriately escalating aged items
Act as a resource to answer questions regarding legal or estate requirements or general questions regarding requirements for processing physical securities
The ability to set priorities and work effectively in a fast-paced, deadline oriented environment

243

Senior Associate Resume Examples & Samples

Correspond with internal and external clients to gather information and documents needed to purchase or transfer alternative investments
Accurate and efficient processing of paperwork in a fast-paced environment
Act as a resource to answer general requirement or status questions regarding Alternative Investments
Responsible for maintaining accurate tracking files for required documentation of Alternative Investments
Responsible for reviewing and working department reconciliation reports to completion. Researching and resolving out of balance items and/or notifying the appropriate person or area of items to be worked. Appropriately escalating aged items
High school diploma or equivalent plus 2 years of work-related experience or college experience. Preferred experience: securities or banking industry, business office, professional customer service or accounting/bookkeeping
Initiative: Determines and acts on various methods and approaches for solving problems and meeting objectives before being asked or required to do so
Planning and Organization: Establishes systematic courses of action to ensure objectives are achieved
Problem Solving/Resourcefulness: Builds a logical approach to addressing problems, drawing on own knowledge and experience and calling on other references and resources as necessary

244

Senior Associate Resume Examples & Samples

Master's Degree in Mathematics, Physics, Financial Engineering
0-3 years of related experience
Understanding of fixed income derivatives - swaps, caps/floors, and swaptions
Programming skills

245

Proj Supp Senior Associate Resume Examples & Samples

Reconciling the Tolls by Mail bank account
Reconciling daily Reload Card processing and bank deposits
Interfacing with client, bank, and credit card processor representative
Preparing daily and monthly reconciliation reports/analysis
Preparing/reviewing monthly credit card fee and NSF check reports
Maintaining deposit documentation
Preparing weekly and monthly reporting package for client
Following up on discrepancies with Tolls by Mail and Reload Card processing
Monitoring daily credit card activity
Ensuring weekly and monthly deadlines are met
Word

246

Senior Associate Resume Examples & Samples

Working closely with the Agency Relationship Managers to provide an efficient service to Borrowers and Syndicate Lenders
Manage the externally facing secure website, Debtdomain, throughout the lifecycle of deals
Co-ordinate AML/KYC on Lenders entering a Syndicated deal via a Secondary Trade, New Deal and any Refinancing
Co-ordinate requests to issue, amend or cancel contingent liabilities such as Bank Guarantees and Letters of Credit
Initiate payment of legal fees. Maintain and perform follow ups on the outstanding legal invoice register and escalate overdue invoices in line with policy
Co-ordinate requests to set up, amend or terminate bank accounts and term deposits controlled by Agency and Trustee Services
Completion of administrative type tasks such as printing documentation and booking couriers to assist with financial closes
Strong communication skills, both written and verbal and the ability to effectively managing expectations with internal and external stakeholders to ensure our customers' needs are met
High attention to detail and ability to make independent decisions based on outlined limitations
Be self-sufficient and have the ability to successfully manage competing agendas while driving positive business outcomes
Experience in Syndicated or bilateral transactions either in an administrative or relationship position with desired but not essential system knowledge of Loan IQ, SWIFT Alliance and eBOBs

247

Senior Associate, NAB Private Wealth Resume Examples & Samples

Previous experience in client relationship management, preferably within a financial services environment
Attention to detail and accuracy in a fast paced environment
Operates with integrity and alignment with NAB values
Completed or completing a tertiary qualification in either Banking& Finance, or a Business related discipline (preferred)
A desire to complete the RG146 accreditation would be expected, in an appropriate time frame within this role

248

Senior Associate Resume Examples & Samples

3- 5 years of experience in IT related research
Should have exposure to IT domain and need to have an understanding on the IT functions in an organizations
Exposure to technologies like cloud computing, analytics, big data would be an added advantage
Able to work under pressure to meet deadlines; must be able to analyze and prioritize assignments; also must judge the amount of time to spend for the expected outcome, according to the importance of a project and the type of information needed
Analytical and critical reasoning skills

249

Senior Associate, Wealth Strategies Resume Examples & Samples

Over time, be able to lead sales development calls and present to advisors and early stage prospects without the assistance of a Sales Rep
Develop independent calling program on selected markets which can lead to new business referrals (e.g. investment consultant calling program)
Will evolve, support and become a key point of contact to the national Wealth Management field on Wealth Advisory Asset Servicing opportunities
Serve as back-up to other GFO Sales Associates, as needed
3+ years of sales and/or relationship servicing experience

250

Senior Associate Resume Examples & Samples

Understand clients’ requirements and objectives of their initiatives to ensure a successful and timely implementation
Engage clients regularly to identify progress, issues and risks faced during the implementation
Lead and manage self-work independently

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