Specialist / Associate Resume Samples

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RH
R Hansen
Roslyn
Hansen
236 Connelly Shoals
Boston
MA
+1 (555) 980 1126
236 Connelly Shoals
Boston
MA
Phone
p +1 (555) 980 1126
Experience Experience
Chicago, IL
Service Specialist Associate
Chicago, IL
Hoeger Inc
Chicago, IL
Service Specialist Associate
  • Engage in education to continually retain deep/broad knowledge of Simply Unum, Voluntary Benefits and Group Administration to respond to many types of inquiries leveraging a multitude of systems/workflows
  • Achieve high customer satisfaction of ongoing administration processes
  • Reflect a sense of customer intimacy – know who the customer is, what products they have with us and what their recent interaction history includes
  • Adopt change initiatives to improve workflow, enhance customer service and reduce operating costs
  • Coordinate flow of information back to customer in an organized/timely manner
  • Act as an advocate for the field offices by surfacing trends/sales barriers/service model breakdowns to area leadership
  • Meet individual goals with a continuous focus on team results
Chicago, IL
GCR, RFP Specialist, Associate
Chicago, IL
Wiegand, Hammes and Ziemann
Chicago, IL
GCR, RFP Specialist, Associate
  • Contribute to continual population and development of the proposals database, refreshing and improving answers on an ongoing basis
  • A motivated individual that demonstrates drive and enthusiasm. Willing to learn, innovate and improve
  • Work in a globally focused team
  • Investment knowledge
  • Attention to detail and quality is essential
  • Team player and an enthusiastic “can do” attitude
  • European languages are an advantage
present
Philadelphia, PA
Agile Tools Specialist, Associate
Philadelphia, PA
Emmerich and Sons
present
Philadelphia, PA
Agile Tools Specialist, Associate
present
  • Develop metrics dashboards and advanced filters in Jira to provide leadership with meaningful performance metrics and status reports
  • Work closely with Product Owners, Scrum Masters, Development Teams and other stakeholders in supporting or training for Jira
  • Configure and maintain JIRA for a large number of users in support of Scrum, Kanban and residual Waterfall project delivery, defects management and release management
  • Create and manage security schemes, custom fields and configurations
  • Design, implement and manage templates and artifacts in Confluence
  • Implement portfolio management and reporting by leveraging JIRA (and various Plug-ins) or other tools
  • Manage, as part of the PMO, a portfolio of projects
Education Education
Bachelor’s Degree in Professionalism
Bachelor’s Degree in Professionalism
Indiana University
Bachelor’s Degree in Professionalism
Skills Skills
  • Strong interpersonal and communication skills and the ability to use these skills with staff at all levels of CIBC
  • Respond effectively to requests requiring quick judgment and prompt actions
  • Demonstrated ability to manage multiple tasks and changing priorities
  • Ability to work independently with minimal supervision
  • Knowledge of mutual fund and managed products
  • Advanced computer skills, especially in MS Word, Excel, Outlook and PowerPoint
  • CSC would be an asset
  • Fluency in French an asset
  • Market leadership teams (VP, AVP, GM) in region
  • CFP Regional Directors and Financial Planning Consultants
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15 Specialist / Associate resume templates

1

COO Team Specialist / Associate Resume Examples & Samples

  • Support the implementation of the cross border project across EMEA and maintain ongoing BAU tasks and knowledge once the strategic model is fully operational
  • Work with the various markets and use knowledge of cross border rules to devise a strategy for the transition of accounts. Provide insight to the project management team on the account opening process and ensure a smooth client experience during the transition period
  • Maintain a solid knowledge of the rules of the road for each market we operate in and be able to provide support and guidance to the client advisors
  • Use knowledge of the front office to contribute to the development of strategic tools by reviewing Business Requirement Documents
  • Maintain various logs to monitor employee alignment and completion of training. Assist in drafting communications to the business on the various rules and processes introduced throughout the project
  • Assist with other EMEA COO strategic projects as when they arise, liaise with senior management and assist in producing presentations for Market Managers, Investment Team Leaders, Town Halls
  • Support the team with other tasks which could include working with the Business, Operations and Technology to help continually improve the overall control and operating environment of the platforms, and performing ad-hoc analysis of the business or satisfying ad-hoc information requests from various parties
2

Holt-sector Specialist, Associate EQT Resume Examples & Samples

  • Work with multi-factor stock selection and custom screening tools to generate investment idea screens/scorecards
  • Utilize HOLT data to construct custom equity basket trades based on prevailing themes or specific client views
  • Assist with constructing and modifying corporate balance sheet, cash flow, credit and DCF valuation models
  • Participate in day-to-day discussions/meetings and assist/take notes in analysis and idea generation for macro developed and emerging markets strategy updates
  • Understand market signals and how they apply to the fundamental and quantitative investment process
  • Provide clients with insight into what investment styles (i.e. stock selection based on Quality, Momentum, Valuation, etc) have been working, will work, and why
  • Assist in creating marketing materials designed to raise clients awareness of the team’s new products, services and ideas
  • Utilize SPSS, Excel (advanced), MS Access, SQL or other tools to research macro and sector trends; assist with data collection and investigating alternative research sources
  • Utilize model building, valuation, and analytical skills to provide clients with integrated investment solutions and/or idea generation
  • Excellent written and verbal skills
  • Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must. Experience with SQL, Visual Basic, Matlab, R, and other statistical or data analysis tools/languages a strong plus
  • Demonstrated academic achievement
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3

Global Ediscovery & Investigations Specialist Associate Resume Examples & Samples

  • ACT databases - Retrieve records from ACT databases, presenting data back to clients in PDF or other format as required by the requestor
  • Data Transmission – use custom UNIX scripts to send data to numerous external vendors via FTP
  • Ecommunication Metadata Retrieval - derive information for requestors based on metadata (sender/recipient, date/times, etc.) from electronic communications based on Email, SMS, Instant Messaging, Bloomberg and numerous other data feed formats
  • Ediscovery Report - produce reports for clients detailing keyword breakdowns, volume reports, content-type hit counts, etc., for large volume (potentially multi-million messages) extractions from the electronic communications archive
  • Internet Usage History - retrieve web browser activity records from both centralised proxy server logs and host- based records requiring computer forensics techniques and specialist tooling use to recover deleted data
  • Investigations Report - Prepare and present formal reports, including background descriptions, management summaries and full forensic analysis findings. These reports need to be of a high enough standard to be submitted as Court production (evidence)
  • Ip User Mapping – be able to correlate numerous logs sources and data records to identify user accounts in use at a
  • Proven track record within forensic data recovery
  • Strong technical skills and working experience with the Windows environment and preferably within a large distributed organization
  • Experience working in regulatory, fraud, compliance and/or litigation group within the Financial Industry or Law
  • Experience in working with people in different regions and timezones
4

Credit Risk Specialist Associate Resume Examples & Samples

  • Analyse counterparties, identify and quantify risk drivers in transaction structures, prepare credit memos, make recommendations and manage counterparty exposure
  • Analyse credit risks in corporate loan and derivative trade requests in order to recommend accurate credit risk ratings and appropriate risk appetite
  • Assume primary role for loan transaction execution and presentation at credit committee, from deal inception to financial close
  • Liaise with clients and internal business units on credit requirements (assisting structuring new transactions), approvals and on-going relationship management
  • Manage portfolio of corporate loan and derivative counterparties, including annual and quarterly reviews and adhoc waiver requests
  • Follow up on timely receipt of financial information from all clients and prepare credit memos and reviews according to firm policy requirements
  • Mentor and train junior team members
  • Extensive experience in credit analysis and financial forecasting, assigning ratings and sizing risk appetite
  • Familiar with financial markets, financing and risk mitigating structures
  • Product knowledge e.g. leveraged loans, swaps, FX, equities
  • Familiarity with legal documentation and risk issues, including LMA and bond documentation, ISDAs, CSAs, netting, and credit mitigating features
  • Extensive working knowledge of computer applications, particularly Excel (financial modeling), Powerpoint and Word
  • Good communication and strong analytical skills
  • Strong written skills, concise report writing
5

Senior Valuation Specialist / Associate Resume Examples & Samples

  • Bachelor's Degree in Mathematics
  • Experience in processing the above transaction types, trade input, and understanding of inputs used to price the above
  • Experience with use of swap calculators (i.e. Bloomberg, other proprietary systems)
  • Working knowledge of VBA
  • Microsoft Excel and Access proficient
6

CCB Risk-risk Specialist, Associate Resume Examples & Samples

  • Interpret large amounts of complex data to formulate problem statement, concise conclusions regarding underlying risk dynamics, trends, and opportunities
  • Develop, communicate, and implement optimal fraud prevention strategies (including rules, cutoffs, policies, operational flows, etc.)
  • Identify key risk indicators and metrics, develop key metrics, enhance reporting, and identify new areas of analytic focus to better capture fraud
  • Provide subject matter expertise on strategy implementation/testing and initiatives related to the improvement of risk mitigation processes and infrastructure
  • Bachelor and/or Master’s degree in a quantitative discipline (i.e., statistics, economics, finance, engineering) is required
  • 2-3 years of demonstrated strong analytical, interpretive and problem solving skills, working with interpreting large amounts of data and its impact in both operational and financial areas
  • PC/technical skills including 2-3 years of demonstrated experience with SAS, SQL and office related products such as Excel and Access required
7

Contents Specialist, Associate Resume Examples & Samples

  • All business marketing functions, e-marketing and digital, creative services, events, media buying and advertising, as well as all regional marketing teams under the Global Chief Marketing Officer (CMO)
  • All internal and external communications, media relations and public relations efforts of BlackRock under the Head of Global Corporate Communications
  • Business management, analytics and research functions for the GMC organization under the Global Chief Operating Officer (COO)
  • All brand initiatives and strategic messaging under the Head of Global Brand and the Head of Strategic Messaging
  • Development, coordination and implementation of contents developments across the full range of contents including thought leadership/client communications, web contents, advertorials, and various brochures
  • Works as true partner to various internal stakeholders such as each sales team, Strategic Product Management and Investment Strategies in Japan
  • Develop a deep knowledge of solutions and market, products, Japan business and marketing strategies and distribution channels
  • Implementation of Japan-specific requests where local expertise is required e.g. tailored brochures, invitations, etc
  • Influence messages, communications approach and content developed by investment communicators and product strategists
  • Coordinate with Global and Regional marketers
  • Native Japanese language with fluency in English language advantageous
  • Over 3 years of experience in the marketing discipline
  • Direct experience of contents developments of mutual funds in asset management companies and/or distributors
  • A proven track record of professional and personal achievement
  • Be a proactive, dynamic and highly client-focused self-starter
  • Able to demonstrate credibility and inspire confidence
  • Able to work in a global, multi-cultural organization
  • Excellent communication skills, including written and spoken Japanese and English
  • Enthusiasm, self-direction; willingness to proactively take on tasks and make a contribution beyond the scope of own role
8

Asset Specialist Associate Resume Examples & Samples

  • Organize sales support events for the Asset Specialist (e.g., seminars, workshops, etc.), including coordination of external resources (venue, portfolio managers, other speakers, etc.)
  • Help to prepare moderately complex presentation material for use by the Asset Specialist and for specific client events
  • Maintain current knowledge of key CIBC Asset Management and Consumer Deposits products and support Asset Specialist in answering inquiries as appropriate, either personally or by referral to appropriate expert resources within CIBC Asset Management
  • Support Asset Management Specialist’s relationship-building activities
  • Support Asset Management Specialist in building key relationships through contact management and coordination
  • Receive and screen inquiries and information using judgment of sensitivity to the Asset Specialist’s priorities
  • Contribute to effectiveness and efficiency of Asset Specialist and CIBC Asset Management
  • Maintain proactive contact with assigned Asset Specialists to co-ordinate territory business plans
  • Assist Asset Management Specialist in maintaining calendar of activities and coordinating with other resources
  • Generate reports and manage databases at Asset Specialist’s request (sales results, activity tracking, etc.)
  • Carry out key administrative activities (expenses, travel, etc.) as requested by Asset Specialist
  • Work in partnership with Asset Specialist on matters relating to the territory budget
  • Identify opportunities to streamline processes and maximize effectiveness of activities
  • Participate in projects in a coordinative capacity, and represent CIBC Asset Management when required
  • Contribute to developing synergy among Asset Specialist Team members and Asset Management product and marketing teams by promoting a positive work environment that is conducive to the exchange of ideas
9

Liquidity Risk Specialist, Associate Resume Examples & Samples

  • Support an independent review program that validates the effectiveness of the liquidity risk management practices across all US operations. You’ll also have a hand in planning and building out the independent review program
  • The results of your high-profile assessment activity inform senior governance committees, the Chief Risk Officer of the Americas and our Board
  • Respond to evolving regulatory and organizational change, develop and support additional enterprise risk functions as required, keeping you at the pulse of emerging trends and challenges as our company continues to grow and excel
  • Expertise you’ll bring to the table may include one or more subject areas such as: Liquidity Risk, Enhanced Prudential Standards, Basel 3/Advanced Approaches, Enterprise Risk Management, Heightened Standards, Operational Risk, Credit Risk, Market Risk, and/or similar risk management and bank capital-related discipline
  • Prior experience in audit, assessment, compliance, validation, GRC tools, risk management, driving change, project management or similar will position you for success
  • This position interacts at multiple levels across the company, including very senior levels. A proven high level of interpersonal skills is key for this role
  • Keen analytical skills and a high level of written and verbal communication will be essential to your success in this position
  • Independent judgment and skills in such areas as: liquidity risk management, risk information systems and tools, bank risk management processes, project management, executive-level reporting, and institutional change leadership
  • Experience and comfort navigating a changing environment, developing and executing complex plans, and building new risk systems and processes, and communicating effectively at all levels of the organization
  • Strong record of success with 5-7 years of experience and bachelors’ or higher/equivalent degree in risk, finance or related field
  • Experience in Liquidity Risk Management, including liquidity risk reporting and regulatory compliance for large banking institutions, is required
  • Additional experience in audit, assessment, compliance, validation, independent review, GRC tools, driving change, project management or similar is highly desirable
  • Industry experience in banking, liquidity, treasury, wholesale or retail credit, market or operational risk management, and/or capital markets is highly desirable
  • Applicable experience may include
10

Risk Specialist, Associate Resume Examples & Samples

  • Degree from a leading university, preferably in an analytical area
  • At least 3 years of experience in similar work with demonstrated success in responsibilities of a similar nature
  • Eduation or experience to evidence analysis and maintenance of risk or accounting data
  • Prior bank experirence a plus
11

Asset Specialist Associate Resume Examples & Samples

  • You must have prior legal authorization to work in the location for which you are applying
  • Relocation assistance is not available with this opportunity
  • 2) Support Asset Management Specialist’s relationship-building activities
  • 3) Contribute to effectiveness and efficiency of Asset Specialist and CIBC Asset Management
  • Strong interpersonal and communication skills and the ability to use these skills with staff at all levels of CIBC
  • Demonstrated ability to manage multiple tasks and changing priorities
  • Respond effectively to requests requiring quick judgment and prompt actions
  • Knowledge of mutual fund and managed products
  • CSC would be an asset
  • Advanced computer skills, especially in MS Word, Excel, Outlook and PowerPoint
  • Fluency in French an asset
12

Configuration Management Specialist Associate Resume Examples & Samples

  • Communicate orally, and in writing, detailed technical information on implementation status and/or troubleshooting efforts
  • Work efficiently and effectively with some supervision and peer reviews
  • Ability to work in a team focused, dynamic environment
  • Apply discretion and judgement to complete assignments of limited scope, while work is reviewed throughout the assignment
  • Problem solving - ability to develop solutions to assigned technical problems of limited scope
13

Lead Development Specialist, Associate Resume Examples & Samples

  • Contribute to the development of process, sales playbooks and call guides necessary for the successful deployment of an Inside Sales function
  • Actively engage with matrix teams to understand target markets, account assignments, sales goals and key messaging points for each assigned sales project
  • Leverage the Fiserv Way of Selling methodology to identify and nurture opportunities to match Fiserv solutions with client needs
  • Utilize industry best practices for communicating key Fiserv value propositions to assigned clients and prospects
  • Foster a highly collaborative and productive environment where members meet individual, team and company goals
  • Capture, update and manage all account, contact and opportunity data within the Fiserv eCRM system
  • Travel up to 10%
  • Minimum 1-3 years’ experience in an Inside Sales function, lead generation, or in a direct selling role
  • Ability to gain a “conversational” level of understanding about multiple Fiserv solutions
  • Ability to navigate the Fiserv organization and to work effectively across business units and across functions within the company
  • Understanding of the deal process and of the Fiserv Way of Selling
  • Experience in working successfully within a matrixed team environment that is highly automated
  • Demonstrated understanding of lead generation and sales closing techniques
  • Adaptability, flexibility and the ability to deal with ambiguity associated with working in a fast paced and changing environment
  • Must have unrestricted authorization to work in the United States
  • Demonstrated business-minded orientation with a genuine interest in learning, understanding and contributing to the strategic direction of the business
  • Influential Communication – Demonstrated ability to influence at the executive and individual levels. Ability to form productive relationships within all levels of the organization. Ability to listen and “connect the dots” from one area of the business to another
  • Technical aptitude and demonstrated ability to effectively navigate tools that customize the prospect/customer experience
  • Clear Thinker – Demonstrated analytical and problem-solving skills
  • Team Player – Demonstrated ability to consistently contribute in a team setting
  • Solid interpersonal skills – the ability to pick up on nuances of client interaction and communications
14

GCR, RFP Specialist, Associate Resume Examples & Samples

  • Work on a wide range of products including alternatives, equity, fixed income, and multi-asset investments and solutions, eventually specialising in certain preferred products
  • Forge a partnership with the product teams to develop a full understanding of the team and how they invest money on behalf of clients
  • As part of the RFP role, respond to ad-hoc and periodic queries from consultants in timely manner
  • Contribute to continual population and development of the proposals database, refreshing and improving answers on an ongoing basis
  • The ideal candidate will be a degree qualified individual with at least 2 year financial services experience ideally within an RFP team for an asset management company
  • A motivated individual that demonstrates drive and enthusiasm. Willing to learn, innovate and improve
  • Team player and an enthusiastic “can do” attitude
  • Good organisational skills, ability to manage own priorities and meet hard deadlines
  • Attention to detail and quality is essential
  • Investment knowledge
  • Advanced Microsoft Excel / Word skills are an advantage
  • European languages are an advantage
  • Excellent potential for personal development and career progression, including progression within the RFP team and Global Consultant Relations team at BlackRock
  • Work in a globally focused team
  • Professional, successful fast-paced environment and team
15

Administrative Specialist Associate Resume Examples & Samples

  • Determine appropriate classifications for incoming faculty related to track appointments (i.e. Clinical, Instructional, and Research), promotions for internal faculty, and salary offers. Recommendations are made to the Chair of the department
  • Develop and oversee the recruitment, employment, and orientation for new faculty in the department
  • Faculty Salary programs, faculty effort changes, appointment or salary changes, sabbatical- working closely with department finance division
  • Oversee and lead the Post Doc Fellows employment process within the department
  • Oversee and lead of Visiting Observers, Professors, and shadowing program within the department
  • Faculty contact for HR related matters ( i.e. LOA, FMLA, Benefits, and Policies/Procedures)
  • Design and facilitate meetings, events, and training related to Faculty Affairs (i.e. Credentialing/Licensure/Board Certifications) within the Department of Radiology. Ensure compliance and maintain up-to-date knowledge of current regulations and human resources files
  • Serves as the Assistant Supervisor (functional) over the Administrative Support Group (20+) and backup to Faculty Affairs Manager
  • Leadership, organization, and problem solving skills
  • Excellent interpersonal skills and ability to work with faculty, and the ability to communicate effectively
  • Knowledge of university systems and ability to research issues and keep issues confidential
  • Demonstrate knowledge in human resources and skills in
  • Data preparation, analysis and presentation along with project management skills
  • Ability to work independently, set priorities, handle multiple assignments and deadlines
  • Ability to create manuals, tutorials, training guides, and step by step detailed processes
16

Service Specialist Associate Resume Examples & Samples

  • Engage in education to continually retain deep/broad knowledge of Simply Unum, Voluntary Benefits and Group Administration to respond to many types of inquiries leveraging a multitude of systems/workflows
  • Support relationships with Plan Administrators, Brokers, Home and Field Office partners in handling service requests while exemplifying a high degree of professionalism
  • Achieve high customer satisfaction of ongoing administration processes
  • Research, evaluate and respond to service issues. Demonstrated understanding of where referral or escalation is appropriate
  • Reflect a sense of customer intimacy – know who the customer is, what products they have with us and what their recent interaction history includes
  • May provide focused support on typical tasks received in “bulk” where needed
  • Adopt change initiatives to improve workflow, enhance customer service and reduce operating costs
  • Coordinate flow of information back to customer in an organized/timely manner
  • Act as an advocate for the field offices by surfacing trends/sales barriers/service model breakdowns to area leadership
  • Meet individual goals with a continuous focus on team results
  • May perform other duties as assigned including special projects/initiatives
17

Market Specialist Associate Resume Examples & Samples

  • Manage inbound quote requests ensuring appropriate level of detail is provided and ensuring there is a documented timeframe noted in partnership with the field sales teams
  • Support quote volume for the overall organizational driving knowledge and experience to progress through the job family
  • As an extension of the field sales teams, build and foster effective partnership to help support delivery to the market in partnership with the Sr. Market Specialist
18

Business Integrity Specialist / Associate Resume Examples & Samples

  • Develop strong cross-functional partnerships with Sales, Policy, Legal, and Operations teams to solve policy and ad review problems at scale
  • Provide guidance and mentoring on best practices for sales teams working within our systems
  • Perform analysis to identify policy gaps, and develop effective and scalable solutions to address them
  • Ability to rapidly assess, analyse and resolve complicated issues, and distill that complexity into simple and concise concepts
  • Experience working with global teams
  • Basic understanding of statistical analysis
  • Proficient in using MS office (MS Excel and PowerPoint), Basic SQL skills
19

GSS Specialist / Associate Resume Examples & Samples

  • You will be the primary contact with clinical trials investigator sites during site start-up activities (i.e. site identification, selection and activation, ethics submission, CNOM submission, setting up sites and negotiating contracts) You will manage and own ca 2-3 studies
  • You will have responsibility for working with investigative sites to collect the required investigator and regulatory documents for a study
  • Work together with CRA’s and Project Manager to meet deadlines
  • You will be working with investigative sites to negotiate and finalize investigator contracts and budgets
  • Responsible for working with investigative sites to collect the required investigator and regulatory documents for a study and ensuring that the documents meet the specifications required by local regulations, EU Clinical Trial Directive, ICH-GCP, FDA regulations (for IND studies) and/or the study sponsor
  • Responsible for maintenance of site address and personnel information in the study database as well as maintenance of regulatory documents throughout the duration of the clinical trial
  • Collect, review, approve process and track regulatory & investigator documents required for study site activation in accordance with Covance SOPs, sponsor SOPs, GCP ICH guidelines and the Investigator Package Plan
  • Prepare core Country patient informed consents per country requirements and protocol as applicable
  • Prepare new investigator submission packages to Local and/ ot Central IRB /IEC
  • Mentor other GSS team members
20

Specialist, Associate Business Intelligence Resume Examples & Samples

  • Assist in all aspects of the development life cycle, including architecture, requirement gathering, development, testing, training, implementation and support for BI applications
  • Assist in quality system validation processes and testing efforts, providing guidance and supervision to end users to ensure adequate and thorough testing
  • Works with business users to gather and validate reporting requirements
  • Translates business requirements into specifications that will be used to implement the required reports and dashboards
  • Creates Ad Hoc reports, queries and/or analyes upon request from business
  • Identifies areas of improvement within the business through mining data and presenting findings in an understandable and digestible way
  • Provides day to day support to BI team as required to ensure the availability and performance of systems, reports and dashboards
  • Create training material used to train business functional, power, and end-users as necessary
  • Manages in order to ensure compliance with all relevant regulatory/legal requirements
  • Individual Contributor - Build Quality into all aspects of their work by maintaining compliance to all quality requirements
  • Bachelors Level of Degree in the Computer Science or related field of study
  • 0+ years of demonstrated experience in Business Reporting/Intelligence
  • Report building experience: Knowledge of the underlying tables of Oracle and ad-hoc query tools (Toad, SQLPlus) with a working knowledge SQL queries
  • Collaborative cross-functional work experience required
  • Project management experience preferred; Programming experience and knowledge of software development cycle is preferred
21

Elearning Adoption Specialist, Associate Resume Examples & Samples

  • Setup new orders in learning management system and provide access instructions to customer
  • Create learner accounts and communicate access instructions to users
  • Provide web demonstrations of PTC University software to customers and internal personnel
  • Data entry of support renewals and special orders
  • Investigation and resolution of first and second level support requests
  • Collaborate with the PTC University Portfolio team and Finance to optimize technical features, supporting systems, and support/administration processes
22

Agile Tools Specialist, Associate Resume Examples & Samples

  • Configure and maintain JIRA for a large number of users in support of Scrum, Kanban and residual Waterfall project delivery, defects management and release management
  • Implement portfolio management and reporting by leveraging JIRA (and various Plug-ins) or other tools
  • Develop metrics dashboards and advanced filters in Jira to provide leadership with meaningful performance metrics and status reports
  • Support implementation of group –wide project and project portfolio metrics based on JIRA
  • Implement, or coordinate with other IT staff, for Atlassian tool upgrades
  • Create and manage security schemes, custom fields and configurations
  • Leverage Confluence as main collaboration tool
  • Design, implement and manage templates and artifacts in Confluence
  • Train and support geographically distributed users in successfully using JIRA and Confluence with the objective of becoming self-sufficient
  • Integrate or support integration of Jira with other tools like Confluence, Jenkins, Bit Bucket, their add-ons and extensions
  • Work closely with Product Owners, Scrum Masters, Development Teams and other stakeholders in supporting or training for Jira
  • Manage, as part of the PMO, a portfolio of projects
  • Minimum 5 + years experience in the day to day management of Jira and Confluence including but not limited to creation and management of projects, user provisioning and resolving day to day issues users may face with the tool
  • Minimum 3+ years of experience in initial set up / build and configure Jira / Confluence from scratch to meet requirement of scalable Jira / Confluence by more than 1,000 users
  • Minimum 5+ years of experience with establishing Portfolio Management, preferably by leveraging Jira or similar portfolio management tools
  • Proven experience in training users in successfully using JIRA and Confluence in a multi project environment
  • Working knowledge of the Atlassian API’s to develop integrations for reporting or linking with external applications
  • Minimum 2 Years of programming experience, Java a plus
  • Experience with SDLC automation tools like Jenkins, Bit Bucket preferred
  • Strong background in Atlassian Products including working knowledge on Atlassian 3rd party plug-in’s
  • Strong background in streamlining and setting up Confluence pages
  • Proven background in designing, creating and managing templates and artifacts in Confluence
  • Knowledge of SharePoint and experience with SharePoint integration with JIRA a plus
  • Highly analytical and ability to effectively communicate with stakeholders
  • Takes accountability & ownership of the deliverables and self-initiator
  • Ability to effectively interact with people at various levels in the organization including senior management
  • Ability to develop strong client and working relationships with the team is a must
  • Experience in managing project schedules, tracking project completion, and reporting progress effectively to management
  • Experience in Risk and Finance Technology with domain knowledge across asset classes a plus
  • Bachelor degree required, Master preferred, Computer Science or a related Information Technology field preferred
23

Change Management Specialist Associate Resume Examples & Samples

  • Individual will responsible for supporting all aspects of Organizational Change Management including strategic communications, end user training, and stakeholder management in support of a large system implementation
  • Activities will include authoring reference guides, communications, and website content to communicate with impacted users
  • It will also include developing and delivering training using the ADDIE methodology to prepare Army for future software releases
  • Finally, it will include meeting with users to understand their current processes and developing customer experience maps to facilitate the agreement of future state between stakeholders and developers
  • Support other Program Management activities as required. This could include analyzing transaction data and assessing impacts, writing user stories, planning for release meetings, creating dashboards to monitor team progress, roadmap planning, etc
  • 2-5 years of experience doing some or all of the following: stakeholder management, transition planning, outreach, training design and delivery, strategic communications, website design, metrics monitoring
  • Advanced degree can be substituted for one year of experience
  • Prosci preferred but not required
  • Agile Experience preferred but not required
24

Lead Development Specialist, Associate Resume Examples & Samples

  • Primary focus will be qualifying and routing inbound inquiries to the appropriate marketing or sales channel
  • Minimum 1 year of experience in an Inside Sales function, lead generation, or in a direct selling role
  • Ability to listen and “connect the dots” from one area of the business to another
25

Market Intelligence Specialist, Associate Resume Examples & Samples

  • Analyze trends and results of industry and media related data across the global asset management industry, including Mutual Funds, ETFs, and Alternatives along with client segments in Retail and Institutional
  • Synthesize quantitative and qualitative data points into insights and recommendation summaries
  • Perform research on key competitors and emerging topical trends
  • Partner with Corporate Strategy and Senior business leaders on strategic projects as a subject matter expert on the competitive landscape and provide analytic support for key metrics and trends
  • Participate in market insights projects and proactively share results via presentations and written summaries to key business partners
  • Produce on-going reporting and summaries for internal use across various business teams
  • The ideal candidate will be currently operating in a similar role analyzing trends across the financial services market and translating into insights; direct experience in the European financial services industry a key plus – including product, country market or sector research
  • Excellent analytic and creative problem-solving skills
  • Self-starter with a high degree of intellectual ability combined with a lateral-thinking, creative and enquiring mind
  • Ability to assimilate and interpret data from various sources and make recommendations using a combination of commercial judgement and analytic insight
  • Strong communication skills, both verbal presentation and written to share insights with key partners
  • Experience in summarizing analysis into succinct written briefs/presentations as a narrative
  • Demonstrates “student of the market” curiosity around macro trends and current events
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Service Specialist Associate Resume Examples & Samples

  • Engage in education to continually retain deep / broad knowledge of Simply Unum, Voluntary Benefits and Group Administration to respond to many types of inquiries leveraging a multitude of systems / workflows
  • May provide focused support on typical tasks received in "bulk" where needed
  • Coordinate flow of information back to customer in an organized / timely manner
  • Act as an advocate for the field offices by surfacing trends / sales barriers / service model breakdowns to area leadership
  • May perform other duties as assigned including special projects / initiatives