Strategy Associate Resume Samples

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GD
G Daniel
Giuseppe
Daniel
53994 Tad Crossing
Houston
TX
+1 (555) 367 1638
53994 Tad Crossing
Houston
TX
Phone
p +1 (555) 367 1638
Experience Experience
Houston, TX
Strategy Associate
Houston, TX
Zboncak-Kohler
Houston, TX
Strategy Associate
  • Support implementation of strategy recommendations across Business Units (examples of work: workplan development, activities tracking, risks identification)
  • Workplace Advisory and Choice Seating program – Advising workplace best practices to maximize productivity
  • Assist in development and implementation of an annual content planning & market validation process
  • Excellence in all areas of strategy development, including project management, business analysis, problem solving, recommendation, and consensus building
  • Conduct financial planning and analyses to assess business performance and improvement opportunities
  • Support the development of business cases to fund product enhancements, process improvement and business growth initiatives
  • Provide financial and transaction support on strategic business development and transaction efforts
Chicago, IL
Corporate Strategy Associate
Chicago, IL
Beer-Huels
Chicago, IL
Corporate Strategy Associate
  • Preparing and coordinating the creation of presentation materials for the Board and senior management
  • Conduct business model analysis, make-or-buy analysis, and margin driver analysis on potential investments
  • Drive strategic projects by providing structured decision making backed by strong hypotheses
  • Manage project inputs simultaneously from start to finish in a rapidly changing environment
  • Develop and maintain competitive intelligence database
  • Work closely with the Chief Strategy Officer on select topics
  • Interest in working independently and collaboratively
present
Chicago, IL
Senior Strategy Associate
Chicago, IL
Kuvalis Group
present
Chicago, IL
Senior Strategy Associate
present
  • Drive process re-engineering efforts alongside representatives from other business functions
  • Strategy development facilitation for the CB’s sub-line of businesses – Act as a ‘consultant’ to the sub lines of business to help drive development and execution of their strategy
  • Develop plans and programs for change implementation in the organization
  • Strategy presentations and communications – Create strategic presentations and concise communication materials for CB CEO and senior management team to articulate strategic direction, execution, performance tracking etc for internal and external audiences
  • Strategic / Business Planning Cycle and BaU
  • Evaluate new business opportunities (e.g., acquisitions, partnerships, and internally-developed products)
  • Determine strategic fit with business objectives and market dynamics
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Hofstra University
Bachelor’s Degree in Finance
Skills Skills
  • Strong knowledge of Excel and PowerPoint. Ability to produce clear reports and presentations
  • Strong interpersonal and influencing skills - Ability to interact with colleagues at all levels and achieve goals without direct control over resources
  • Excellent quantitative and analytical skills, with the ability to identify insights to help drive business performance and shape strategy
  • High-energy and detail-oriented individual with strong analytical and presentation skills
  • Advanced knowledge of Microsoft Excel
  • Demonstrate strong interpersonal skills backed by an enthusiastic approach and a diligent client focus
  • Self-starter with ability to hit the ground running and work independently with limited supervision
  • Team-player with excellent communication and interpersonal skills
  • Able to multi-task and adjust to changing deadlines
  • Strong command of the MS Office suite (Excel, Word, PowerPoint)
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15 Strategy Associate resume templates

1

Ishares Business Strategy Associate Resume Examples & Samples

  • 2-5 years’ experience; asset management or financial services industry a plus
  • Highly professional, organized and efficient
  • Strong contributor with ability to multi-task in a high-pressure environment
  • Operates as a “self-starter” with high energy and demonstrates a hard-working, “roll-up-your-sleeves” approach
  • Excellent interpersonal and leadership skills, including the ability to interact with senior leadership
  • Effective communicator – possesses superior written, verbal and presentation skills; strong Excel and PowerPoint skills
  • High attention to detail and problem solving
2

Strategy Associate Resume Examples & Samples

  • Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems
  • 2+ years of management consulting experience. Financial Institutions Group (FIG) experience strongly preferred
  • Openness to an environment of active developmental feedback from peers
3

Senior Strategy Associate Resume Examples & Samples

  • Strategy development and deployment for CB – Work with CB CEO and senior management team to manage strategy development for CB, developing situation assessments and identifying opportunities. Gather, synthesize, analyze and present project data and findings. Provide in-depth analyses and insight to identify issues and arrive at recommendations. Track metrics and use scorecards to measure effectiveness of strategy. Translate strategy into business and operational plans
  • Strategy development facilitation for the CB’s sub-line of businesses – Act as a ‘consultant’ to the sub lines of business to help drive development and execution of their strategy
  • Industry intelligence and competitive benchmarking – Collaborate with CB’s Competitive Intelligence and Financial Planning & Analysis teams to provide insightful competitive intelligence to facilitate and prompt the leadership teams on business strategy. Provide external benchmarking of business practices against best practices in other companies/industries. Monitor industry trends and share insightful reports/ analyses/ news articles with broader team and with senior executives. Identify implications and "so what's" of data and analysis with the team
  • Coordinate cross-LOB initiatives – Work alongside strategy teams across JPMC on firmwide initiatives and strategic deep dives. Represent CB as needed on cross-LOB teams
  • Strategy presentations and communications – Create strategic presentations and concise communication materials for CB CEO and senior management team to articulate strategic direction, execution, performance tracking etc for internal and external audiences
  • Problem solving skills – Strong analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change
  • Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and modeling principles, and ensure that the team’s analyses are sound
  • Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, high energy, detail and results-oriented, and willing to drive change
  • Communications skills – Must possess strong written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
  • Leadership and interpersonal skills – Must be able to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Must have flexible work style and be able to develop junior colleagues within the team
  • 3-5 years of relevant experience from either a premier management consulting firm, OR from a investment banking (M&A, Coverage, Capital Markets, Equity Research) division
  • Financial Institutions Group (FIG) experience preferred
  • MBA or similar advanced business degree from a top school preferred
  • Advanced Excel and Powerpoint skills are a prerequisite
  • Ability to solve complex financial problems using advanced mathmatic reasoning
4

Strategy Associate Resume Examples & Samples

  • A strong academic record from a top tier institution
  • 4-5 years relevant work experience in wealth management, management consulting, investment banking, or careers where a similar skill set is developed and demonstrated
  • High-energy and detail-oriented individual with strong analytical and presentation skills
  • Self-starter with ability to hit the ground running and work independently with limited supervision
5

Commodities Strategy Associate, Oil Resume Examples & Samples

  • Creation and maintenance of industry models leveraging skills in economics, statistics and finance
  • Research and write reports on oil markets with a commodity focus, occasionally collaborating with equity analyst teams
  • Develop and maintain relationships with industry and company contacts
  • Regular interaction with commodities division, listed futures desk and equity sales force
  • Understand the nuances of the oil industry from a macro perspective – E&P, midstream, refining, product markets, economics, trade, geopolitics, etc
  • Research, Commodities, Consulting or Financial Services background, including at least one year of experience with crude oil or refined product markets
  • Exceptional quantitative abilities and attention to detail, as well as written/verbal communication skills
  • Superior modeling and data management skills with ability to filter news flow and distill large amounts of data into the most salient points
  • Strong work ethic and ability to work in a fast-paced environment with strict deadlines
  • Intellectual curiosity and entrepreneurial mindset with a talent for problem solving
  • 3 to 5 years sell or buy side research experience
  • Deep understanding of the full life cycle and all facets of the physical oil market, as well as commodity markets and trading strategies
  • Detailed understanding of North American oil and infrastructure would be helpful
  • Proficiency with VBA and MS Access a plus
  • CFA and/or advanced statistics training a plus
6

Financial Analysis, Strategy Associate Resume Examples & Samples

  • Be exposed to and influence senior management direction
  • Executing against end-to-end problem-solving, e.g.,
  • Prioritizing issues and analysis
  • Structuring and conducting quantitative and qualitative/conceptual analyses
  • Synthesizing insights, implications and recommendations
  • Working collaboratively with team members across deparments and staff areas
  • Developing and contributing to concise communication materials for senior management
  • Ensuring work and recommendations align to the overall project objectives and JPMC strategic priorities
  • A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
  • Openness to an environment of active developmental feedback from peers and managers
7

Corporate Strategy, Associate Resume Examples & Samples

  • Developing BlackRock’s strategy, both globally and in the region
  • Leading and contributing to strategic assignments, frequently involving a cross-functional element
  • Contributing to and supporting GEC strategy days
  • Working with individual businesses to develop strategy; advising on, challenging and helping businesses define and execute their strategic agendas
  • Working with the EMEA Executive Committee to develop EMEA specific strategies e.g., market entry strategies, regional prioritization
  • Supporting corporate processes
  • Strategic planning and strategic investments both globally and within region
  • Board of Directors and other Executive strategic materials
  • Relevant expertise within asset management spans the full range of BlackRock’s activities: retail distribution, institutional distribution, ETFs, wealth management, marketing, alternatives, portfolio management and capital markets, and trading
  • Well-qualified candidates may also have consulting or investment banking experience in financial services, particularly asset management or closely related capital markets businesses
  • Clarity of thought, comfort with ambiguity, and ability to put forward articulate and compelling strategic arguments
  • First class analytical skills; demonstrated insight and objectivity
  • Experience with multi-dimensional strategic projects/assignments
  • Ability to interact effectively in a team and with people at all levels including senior executives
  • 'Can-do' attitude - willing to contribute at all levels in a small but high performing team environment
8

Wealth Strategy Associate Resume Examples & Samples

  • Excellent skills in Microsoft Office Suite- MS Excel in particular
  • Detail orientated with exceptional analytic skills
  • Team player with good interpersonal skills
9

CIO Asset & Liability Strategy Associate Resume Examples & Samples

  • Excellent communication skills, written as well as verbal, are essential
  • The candidate must have proficiency in (or demonstrate strong desire and ability to learn) the tools needed to develop analytics and perform data analysis, including Excel/Matlab as well as exposure to computer programming
  • The ideal candidate will have 1-3 years of relevant experience and a passion for the markets
  • The candidate will need to be adaptable and have the ability to work well under pressure in a sometimes-intense environment, and should also be able to work independently to produce accurate, detailed materials
  • A degree in Finance/Economics or some other quantitative discipline is preferred
10

Corporate Strategy Associate Resume Examples & Samples

  • Understand Bessemer's business approach and activities for appropriate context and comparison
  • Identify critical information needs and apply creativity and diligence to obtain it
  • Develop and maintain competitive intelligence database
  • Conduct quantitative analyses to answer strategic questions
  • Summarize data, interpret results, and articulate insights to senior management
  • Help identify strategic priorities and participate in long-term business planning
  • Support the development and implementation of corporate initiatives
  • Minimum of two to three years of successful work experience in analytical environment, ideally at a top-tier management consulting firm
  • Bachelor's degree in relevant major and strong academic achievement; Bessemer will be open to supporting pursuit of executive MBA following successful 12-24 months in analyst position
  • Excellent communication skills, including ability to share complex analyses in clear, compelling presentations to senior-level management
  • Stellar work ethic, keen sense of urgency, and excellent follow-through
  • Strong interpersonal skills with ability to work closely in team environment and build relationships with key stakeholders across disciplines
  • Interest in working independently and collaboratively
11

Regional Product Strategy Associate Resume Examples & Samples

  • Work to support the European and CEEMEA retail and institutional business by providing consultative and direct assistance to product-related inquiries, gather, compile and assess business needs, negotiate product approval process and address specific pricing issues
  • Identify market, regulatory, industry, competitor and investment trends and assess and/or communicate how they impact our European and CEEMEA retail and institutional products
  • Conduct market competitiveness analysis relative to local competitors, identify opportunities and recommend product ideas or focuses suitable for retail clients
  • Recommend changes to existing products, closures and new product ideas
  • Ensure that all products and services in the product suite for assigned regions or channels remain in compliance with all regulatory requirements
  • Proven industry experience working with European and CEEMEA retail and institutional clients with demonstrable product knowledge and investment expertise
  • Solid experience in product development and/or product management for an asset manager or consulting firm
  • Bachelor's degree in Finance, Business or Economics , MBA a plus
  • CFA Preferred
  • Solid working knowledge of the European and CEEMEA retail and institutional market, of market trends and products & investment techniques
  • Knowledge of data sources for performance, flows, relevant competitive information (Morningstar, Lipper, etc)
  • Solid understanding of multiple regulatory requirements (eg. Luxembourg)
  • Exemplary verbal and written communication skills
  • Possess a high energy level and drive to succeed coupled with ability to collaborate effectively in team environment
  • Highly motivated, curious and a self-starter
  • Additional language (eg. Italian, German) a definite plus
12

Senior Wealth Strategy Associate Resume Examples & Samples

  • Market products and services to clients and educate them on client services and there capabilities
  • Input orders and data within appropriate system and planning tools and complete appropriate documentation
  • Assist with the preparation and delivery of reports and other materials for client meetings
  • Ensure appropriate documentation is collated for new accounts and service requests
13

Ishares Business Strategy Associate UK Resume Examples & Samples

  • With support from VPs, Directors: structure work stream, define approach and required analyses
  • Structure and conduct analyses
  • Manage analysts (provide guidance on workstreams, structure analyses and documents, review outputs and provide feedback)
  • Create impactful reports/presentations to communicate with BlackRock and iShares management on project progress, final outcomes and implementation plans
  • Show interest/engagement in topics beyond current project priorities: provide insights, views to other projects and become sounding board for senior team members
  • An understanding of the Asset Management industry and general understanding of the ETF landscape OR management consulting background with at least 2 years of relevant experience
  • Problem solving: think logically and deconstruct a larger problem into sub-components, prioritize issues and allocate resources
14

Sales Channel Strategy Associate Resume Examples & Samples

  • Ensure a consumer centric strategy design that influences optimal ticket purchase behavior at the DLR Vacation Planning booths. Support effective implementation of sales strategies through right-fit sales tools, Guest messaging and technology enhancements
  • Develop and activate training strategy to ensure optimal product sales
  • Partner closely with the Sales Channel Marketing team to develop new value-added solutions to address business needs and continue to share ides to innovate existing processes and projects
  • Oversee the microsite for Big Box channel
  • Perform competitive and trend analysis, and provide strategy work for various projects
  • Provide strategy support for key AAA locations selling multi-day DLR tickets
  • 3 – 5 years hands on experience developing marketing strategies
  • Demonstrated strong partnering in a cross-functional capacity
  • Proactive, innovative thinking and problem-solving skills
  • Demonstrated computer efficiency with Microsoft Office
  • Previous work experience in Marketing Strategy and/or Sales
  • Bachelor’s Degree in Marketing/Business or equivalent
15

Rates Strategy Associate Resume Examples & Samples

  • Estimating the probability of rate hikes at various future dates as implied by the Eurodollar curve
  • Quantifying term premium in the yield curve : we modified some of the methodologies discussed in the academic literature
  • Assessing the impact of dollar appreciation and oil prices changes on near-term inflation dynamics
  • Phd/Masters level training in economics and finance. Research work in asset pricing would be very valuable but is not essential
  • Training in econometrics
  • Demonstrated interest in capital markets
  • Strong written and oral communication skills. This is a client facing role and this is a key requirement
16

Alternative Investments Strategy Associate Resume Examples & Samples

  • Assist in the preparation of monthly sales and asset reporting to help understand drivers of flows and track against growth targets
  • Support the development and implementation of business strategies in partnership with the product groups by developing the appropriate tools and analyses
  • Work closely with Alternative Investments sales team in business development efforts to identify opportunities to increase advisor and asset penetration levels
  • Develop and respond to ad hoc analyses requested by senior management (e.g. excel modeling, Power Point presentations, meeting talking points, etc.)
  • Help create business review presentations in conjunction with broader alternative investments organization
  • Help support budget process and evaluate different growth initiatives and strategies
  • Organized and capable of multi-tasking several responsibilities in a fast paced setting
  • The ideal candidate should be highly motivated, innovative and an independent thinker
  • Highly proficient in Microsoft Office (Excel and Power Point)
  • Ability to partner with cross functional teams
  • Prior experience working in wealth management and knowledge of alternative investments is a plus
  • Minimum Requirements: BS / BA degree with at least 2 to 4 years of experience in financial services
17

Wealth Strategy Associate Resume Examples & Samples

  • Conduct initial Central and Principal Review document review of pending annuity and insurance transactions,
  • Document coordinator for annuity and insurance transactions that flow through to Registered Principals
  • Gatekeeper for replacement, exchanges, qualified transfer transactions that flow through Central Review for intermediate recommendation
  • The Review Analyst is responsible for viability recommendations concerning replacements, exchanges and qualified transfers
18

Strategy Associate Resume Examples & Samples

  • Ability to produce and contribute to deliverables within a short time frame, in a team environment, using Microsoft PowerPoint, Word, and Excel
  • Ability to apply top-notch business and strategy acumen across government and commercial clients
  • Ability to travel up to 25% of the time
  • Experience in working with or in a government, military, health, technology, or energy field
  • Experience with a foreign language
  • Experience with conducting primary source interviews
  • Possession of excellent problem-solving, analytical, and quantitative skills
19

Strategy Associate Resume Examples & Samples

  • Ability to produce and contribute to deliverables within a short time frame in a team environment using Microsoft Office, including PowerPoint, Word, and Excel
  • Ability for perform light travel from 0-25% of the time
  • Experience with working with the government, the military, or a specific industry applying expertise in health, technology, or energy
  • Experience with foreign languages
20

Municipal Strategy Associate Resume Examples & Samples

  • Bachelor Degree required – with a focus on Computer Science or Statistics; MBA/Masters is a plus
  • Candidates should have excellent critical thinking, writing, and analytical skills
  • Strong understanding of analyzing large databases through programming languages
  • Fixed income knowledge is preferred
  • Advanced Excel, SQL
  • Comfortable writing on a regular basis
21

Strategy Associate Resume Examples & Samples

  • Compiling economic and financial data into robust models and databases
  • Responding to client requests and liaising with and presenting to clients
  • Collaborating with Macro and Fundamental teams to produce joint and multi-asset research
  • Expeditiously originate and publish research reports and presentations in a clear and succinct manner
  • Drive weekly publications and contribute to the origination of proactive thematic research
  • Adhere to firm policies and procedures, regulatory and legislative requirements
  • High quality tertiary qualifications in economics, finance, accounting or related quantitative fields
  • 2-4 years of relevant experience in a similar strategy or security analysis role
  • Excellent financial, economic modelling, accounting & analytical skills
  • Advanced knowledge of Microsoft Excel
  • Able to interrogate and utilize third party market data e.g. Bloomberg, Factset, dataStream
  • Capable of original thought and sound judgment
  • Demonstrated work ethic and willingness to work under time constraints
  • A passion for financial markets and genuinely interested in a dynamic environment
  • LI-W
22

Senior Strategy Associate Resume Examples & Samples

  • Strategic / Business Planning Cycle and BaU
  • Able to quickly understand the business, its key drivers and issues
  • Strong problem solver
  • Able to deliver ‘client-ready’ (accurate, consistent, polished) output in powerpoint, excel and word format that clearly communicates key messages
  • Strong interpersonal and influencing skills – able to build relationships at all levels of the organisation
  • Comfortable working both independently and as part of a team
  • Implementation oriented: recommendations grounded in reality, willing to roll-up-sleeves and get hands dirty as required
  • Collaborative – able to lead deliverables and also collaborate across the team as needed by the business
  • 4+ years strategy experience either within a top-tier strategy house or in a strategy function of leading multinational corporate (minimum 2 years consulting)
  • Must have completed either or both commercial due diligence and client-based corporate strategy engagements
  • Independent ownership of workstreams/projects and deliverables a pre-requisite
  • Some experience of people management, both direct reports and other stakeholders
  • Familiarity with B2B publishing/information, software or services a plus
  • First class or 2:1 degree from a top university
  • Excellent working knowledge of Excel & PowerPoint
23

Strategy Associate Ebay Resume Examples & Samples

  • Problem Solving: Work with executives to identify, scope and structure key strategy initiatives
  • Team work: Partners well with cross-functional teams and senior members of strategy teams
  • Internal Relationship Building: Become a “go-to” thought partner for key decision makers and functional groups across eBay Inc
  • Senior-level communication: Capable of structuring, preparing and presenting well-written and logical documents for senior management. Able to command a senior audience
  • Managing through Uncertainty: Self-manage as well as direct junior resources to deliver superior strategy in a dynamic industry and corporate environment
24

Equities Strategy, Associate Eqt Resume Examples & Samples

  • Conduct analyses on key issues related to EQ strategy and new business opportunities prioritized by the Equities Management Committee
  • Day to day, manage long term projects and strategic exercises while also executing ad hoc analyses
  • Assist in preparation for Equities Management Committee and Global Equities Operating Committee (and other leadership groups), including the preparation for and execution of initiatives going into and coming out of these sessions
  • As necessary, assist in articulation of the Equities strategy for internal marketing materials and external reporting
  • Support the EQ Strategy Lead and EQ Chief Operating Officer
  • Be able build trust based relationships with managers and peers in Equities and the Investment Bank
  • Have total flexibility to be able to work in all areas of the Equities organization, being able to quickly build deliverables, learn new specific skills and to deliver high-quality results
25

Customer Strategy Associate Snei La Resume Examples & Samples

  • Work with select PlayStation teams to manage and analyze CRM communication distribution
  • Define key conversion, engagement and churn triggers and develop corresponding communication strategies
  • Collaborate with product team on defining and developing in-app communication and engagement strategy
  • Monitor customer NPS, CSAT and other key satisfaction metrics; evangelize the customer experience
  • Partner with Customer Service to develop training and all customer-facing messaging and materials, retention strategy/script, etc
  • Monitor chat, customer forums and other support channels to understand customer pain points; develop strategies to maximize customer satisfaction and ensure a best in class Customer Service operation
  • Deep knowledge of and passion for TV and streaming, digital entertainment businesses
  • Superior relationship skills, including the ability to work with multiple cultures
  • Deep passion for building a singular customer experience through industry-leading CRM and Customer Support
  • Outstanding written and verbal communication skills
  • 3+ years of experience overall with experience in entertainment/TV marketing or strategy function
26

Financial Planning & Strategy Associate Resume Examples & Samples

  • Provide support and complete analysis for both the Managing Partners of the Infrastructure business line across a range of business strategy, planning and operational tasks
  • Support on the analysis and implementation of key strategic initiatives and corporate projects. Including for example, M&A transactions, fundraising and other business development activities
  • Operating, maintaining and developing the consolidated business lines financial models. This work will include preparing regular outputs for the Group financial planning process including financial analysis for strategic plans, annual budgets and regular forecasts
  • Operating, maintaining and developing the financial model. This stand alone model forms a key reporting tool for the financial planning, liquidity management, budgeting and forecasting of the business
  • To contribute to the asset valuation process including preparation of valuation templates for each asset and maintaining asset valuation data in the financial models
  • To prepare analysis of non-statutory financial information for the business line
  • Strong financial modelling experience, as an Associate within either an Accounting firm as part of a Transaction Services or Modelling team or a M&A team within an Investment Bank
  • Experience of developing effective relationships
  • Consistent attention to detail and accuracy, delivering outputs of the highest standards
  • Experience of managing multiple projects and priorities to tight deadlines with limited supervision
27

Operations Business Architecture & Change Mangement Technology Strategy Associate Bengaluru Resume Examples & Samples

  • Provide platform stewardship and help manage products in the BATS portfolio through their life cycle
  • Graduate
  • Minimum of 5 years’ experience in product management/ business analysis/project execution
  • Proficient in Microsoft Word, Excel, PowerPoint, Project
  • Excellent communication and interpersonal skills written and oral; confident in interaction with all levels of employees and navigating organizations
  • Ability to rapidly assimilate complex concepts and form practical solutions
  • Be highly collaborative, team orientated and a strong consensus builder
  • Self-motivated and well organized. Proven track record; ability to handle multiple tasks, prioritise accordingly and make decisions as required
  • Strong background in technology including understanding of technology architecture and strategy and good numerical analytical ability Strong background in technology including understanding of technology architecture and strategy and good numerical analytical ability
  • Able to build and manage relationships between various user groups, technologists, and management
28

IMD, Gsam, Finance & Strategy, Associate Resume Examples & Samples

  • Ideal candidates will have strong quantitative and analytical skills, be detail-oriented and proficient in building and handling complicated models
  • Candidates must demonstrate an ability to effectively communicate and present results highlighting the broader commercial and strategic impact
  • All team members are required to work with significant volumes of data and systems
  • Upon joining the team, candidates should expect a challenging, fast-paced environment that will require the ability to focus on and deliver multiple projects effectively
  • 3 - 6+ years of financial services or related work experience
  • Experience with large data sets, technology and exposure to Asset Management, Management Consulting or Investment Banking industries a plus
29

Marketing Strategy Associate Resume Examples & Samples

  • Project management experience in fast-paced environment; working independently, and as part of a global team
  • Expert analytical skills, including the ability to synthesize data points and make recommendations
  • Excellent communication skills – both verbal and written – and superb presentation skills
  • Ability to think creatively, helping shape strategy and innovative ideas
  • Ability to prioritize effectively while managing urgent and competing demands and high volume
  • Self-starter demonstrated by willingness to take initiative and take on difficult situations or challenges
  • Proven PowerPoint and Excel skills
  • Flexibility and willingness to travel
30

Strategy Associate Resume Examples & Samples

  • Partner with senior leadership to identify, analyze, and accelerate strategies for growth, influence, and commercial success across all our Media businesses
  • Support execution of projects across the business
  • Demonstrated track record of success
  • Excellent verbal communication skills and maturity around senior leaders
  • Desire to push self and others to be their best
  • Comfortable with uncertainty; able to make decisions in the context of ambiguity and able to manage & prioritize against multiple projects at any given time
  • Highly productive with an ability to make significant progress with only limited oversight and direction day-to-day
  • High-energy and hard-working, with a positive attitude
  • Generous in spirit towards other colleagues
31

Strategy Associate Resume Examples & Samples

  • Be exposed to and influence the agendas of senior management and evelop expertise in a variety of functions and businesses
  • Excellent academic credentials/ GPA with an undergraduate degree in Economics, Finance, Math, Engineering (or related field) strongly preferred
  • Advanced understanding of MS Excel and PowerPoint tools
32

CIB F&BM Expense Strategy Associate Resume Examples & Samples

  • Support a hybrid Business Manager / Project Manager in execution and business aligned-support across Location Strategy and Change Management teams for a variety of senior stakeholders and programs
  • Manage / lead the delivery of stand-alone initiatives, acting independently as required, including planning, tracking and communicating progress/risks to management and stakeholders
  • Manipulate / analyze large data-sets, leveraging financial systems/ aggregation tools to consolidate data into meaningful reporting views and provide executive level commentary to synthesize messaging for senior stakeholders
  • Preparation, analysis, syndication of related financials, including participation in annual planning process, tracking/reporting of monthly results, and forecasting requirements pertaining to various program elements
  • Resolve conflicts, identify and effectively solution risks, issues and control gaps
  • Facilitate working group meetings with stakeholders and business partners to communicate status updates, prepare/collate materials and document key decisions / actions with clearly identified owners, following up and driving resolution when necessary
  • Build working relationships with stakeholders across F&BM and functions supported by the team (e.g. Markets, Banking, Investor Services, Finance, Operations, HR and Corporate.)
  • Preferred 3-5 years combined finance/business management, project execution and/or change management experience
  • Strategic thinking, problem solving and leadership skills
  • Ability to work independently and be self motivated in a fast-paced, demanding work environment
  • Excellent ability to multitask, attention to detail and ability to prioritize
  • Control-oriented, process and project management mind-set, with the proven ability to influence and drive results
  • Ability to articulate complex issues concisely and communicate effectively and comfortably with senior stakeholders / business partners through various channels / communication methods
  • Intermediate to advanced technical skills with a strong working knowledge of MS Office tools, specifically Excel and PowerPoint
  • Knowledge of Corporate and Investment Bank businesses and high-level transaction flow would be an advantage, but are not required
33

Strategy Associate, Bloomberg Media Resume Examples & Samples

  • Drive structured analysis of complex business problems
  • Create presentations and other communications for executives within Media and senior Bloomberg LP management
  • Develop and communicate insights on the impact of competitive and industry movements on our businesses
  • Support the CEO, Chief of Staff, and other Media leadership on priority special projects
  • Preferred 4+ years at a top-tier management consulting firm, in corporate strategy at a leading company, or other analytical & strategic roles in media or related industries
  • Excellence in all areas of strategy development, including project management, business analysis, problem solving, recommendation, and consensus building
  • Highly analytical thinker who finds structure, logic, and insight in complex business problems with limited supervision
  • Top-notch quantitative, modeling, and presentation skills
  • Quick study, with strong sense of curiosity and a desire to learn
  • Entrepreneurial and bold in thinking and action
34

Business Analytics & Strategy Associate Partner Resume Examples & Samples

  • Leading pre-sales activities, assessments, and the delivery of the solution
  • Establishing and maintaining deal focused trusted relationships with clients and partners to scope, solution, propose, close, and deliver complex BA&S projects
  • Developing business cases, managing projects and programs, developing business, and writing and managing proposals
  • Hands-on developing of deliverables and utilizing formal structured methodology
  • Assisting in the growth and development of the BA&S Industrial practice, providing hands-on leadership and direction, contributing to the growth of intellectual capital in the industry, and supporting the development of other consultants through mentoring and/or coaching activities
  • Ability to initiate and support demand creation activities, within existing and new accounts
  • Provide overall leadership in the quality and execution of consulting engagements
  • Ability to manage multiple, complex sales and delivery engagements, simultaneously
  • Oversee large program teams, and collaborate cross-functionally
  • Ability to estimate complex programs and projects - from a solution, resource needs, and budget perspective
  • Proven communicator, with ability to motivate teams (both internal and external) and build alignment around goals and objectives
  • Existing industry relationships
  • Familiarity with the predominant Independent Software Vendors (ISVs) and their products, which support key processes (Honeywell, Emerson, Yokogawa, OSISoft, etc.)
  • At least 5 years experience in Advanced Analytics solutions and technologies and/or Information Management technologies
  • At least 5 years experience in selling and delivering Advanced Analytics solutions and projects and/or Performance Management tools
  • At least 5 years experience in Chemical & Petroleum and/or Industrial Products industry processes
  • At least 5 years experience in business development and C-suite relationship building skills
  • At least 5 years experience in negotiating and selling consulting projects
  • At least 5 years experience in formal project management methodology
  • At least 7 years experience in Advanced Analytics solutions and technologies and/or Information Management technologies
  • At least 7 years experience in selling and delivering Advanced Analytics solutions and projects and/or Performance Management tools
  • At least 7 years experience in Chemical & Petroleum and/or Industrial Products industry processes
  • At least 7 years experience in business development and C-suite relationship building skills
  • At least 7 years experience in negotiating and selling consulting projects
  • At least 7 years experience in formal project management methodology
  • English : Fluent
35

Strategy Associate Resume Examples & Samples

  • Develop expertise in retail distribution and financial services
  • Executing against end-to-end problem-solving, for example
  • Minimum 3 years of prior experience in financial services industry; previous consulting or strategy experience preferred
  • Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments within financial services
  • Bachelors degree required; graduate degree preferred
36

Equity Strategy Associate Resume Examples & Samples

  • Build proprietary models to assist in formulating the team's equity market outlook and sector recommendations
  • Provide customized research analysis for various institutional clients and internal groups
  • Write in a clear, concise and convincing manner to communicate strategy views and recommendations
  • Navigate several databases, price sources and analytical platforms to identify relevant themes/trades in the US equity and derivatives markets
  • Build a client network with internal and external clients to gain greater insight into market trends and client needs
  • The successful candidate will have a strong (MBA/CFA level) understanding of economics, corporate finance, statistics, and portfolio theory. Knowledge of options markets and options theory desirable
  • A working knowledge of Bloomberg and Thomson Eikon/FactSet is required
  • Strong quantitative skills are a must. Programming/VBA skills also a plus. Familiarity with R, MatLab or other statistical programming tools strongly desired
  • We seek candidates who have demonstrated the following qualities
  • Pro-active with a professional attitude
  • Excellent communication skills - both oral and written
  • Resourceful and hardworking, with a genuine interest in financial markets and what drives them
37

Senior Strategy Associate Resume Examples & Samples

  • Undergraduate degree from a top-tier school, ideally in business
  • MBA in finance from top-tier program preferred
  • 7- 10 years of professional work experience ideally with some tenure at a top-tier management consulting firm or investment bank
  • Strong foundation in business strategy required
  • Strong knowledge of strategic and business planning, product development, and general business operations
  • Experience as a strategic investor and/or within corporate business development also highly desirable
  • Expertise in both financial services and technology required. Familiarity with business models in brokerage and information services highly valuable
  • Demonstrated ability to define and articulate a product strategy required
  • Experience analyzing deal structure, completing valuations, articulating business strategy and positioning with market dynamics
  • Exposure to M&A and joint-venture processes required
  • Relationship-builder who is solutions-oriented and can effectively link the interests of multiple stakeholders
  • Distinctive financial modeling skills and proficiency in Excel and PowerPoint
  • Outstanding project management skills and resourcefulness
  • Accustomed to "open door" office setting
  • Demonstrable attention to detail and organizational skills
  • Exceptional written and oral communication skills are essential
  • Strong personal initiative, good judgment, and impeccable ethics; desire to succeed in a demanding, innovative, and entrepreneurial environment
38

Strategy Associate Resume Examples & Samples

  • Undergraduate degree from a top-tier school, ideally in business, finance or economics
  • 2-4 years of professional work experience, preferably at a top tier strategy consulting or investment banking firm
  • Previous experience in financial technology, financial services or technology preferred
  • Exceptional problem-solving, quantitative, and analytical skills; strategic and creative thinker
  • Proficiency with Excel, financial modeling, and preparing Board-level PowerPoint presentations
  • Strong organizational skills and ability to multi-task across projects
  • Solid business and financial acumen - understanding of fundamental principles of economics and finance
  • Collegial orientation; relationship-builder who is solutions-oriented
  • Accustomed to "open-door" office setting
39

Services, Csre, Data Strategy, Associate Resume Examples & Samples

  • Support development and implementation of divisional data strategy
  • Act as a data ambassador and information carrier representing the Data Strategy Group to CSRE functions
  • Develop detailed knowledge of existing CSRE functional business objectives, information systems, and data / reporting requirements
  • Define and Implement new data and reporting requirements across various CSRE functions
  • Tool development and testing
  • Provide training and knowledge sharing between business and tech teams
  • Help to implement vendor data standards
  • Partner with technology team to support enhancements, manage data feeds and explore opportunities to improve data architecture and data relationships
  • Strong academic background with minimum Bachelor’s degree in Computer Engineering, Information Systems, Finance, Statistics or a related discipline
  • Previous experience of working within Financial Services/ Investment Banking sector required
  • Hands on experience in data modelling, analysis and validations to support consumers of data
  • Strong database management skills – MS Access, MS Excel, Tableau, Oracle BI or equivalent
  • Understanding of financial and operational tools and applications such as PeopleSoft, Essbase etc
  • Knowledge of VBA tools, SQL, C, C++, Java
  • Ability to review and analyse large data sets and gain familiarity with the systems and data relationships in each of the data sources
  • Passion and interest to understand data flows and support the consumers of data
  • Ability to work independently across regional and global stakeholders
  • Good multi-tasking skills and focus on meeting deadlines
  • Ability to work in a team-based environment, and adapt to a dynamic and changing organisation
40

Corporate Development & Strategy Associate Resume Examples & Samples

  • Build complex financial models related to business strategies, M&A valuation, and, product and customer economics
  • Conduct competitive, industry, and Bank of the West research and develop value-added insights
  • Participate in or lead the management of complex projects (based on experience)
  • Synthesize information into slides that will be used for senior management presentations
  • Lead portions of presentations to bank senior management
  • Bachelor's Degree required
  • Master's/Advanced Degree or advanced certification (e.g., CFA) preferred
  • 3-5 years of experience in corporate development, corporate finance, private equity, management consulting, or investment banking roles
  • Work experience and/or strong domain knowledge of Commercial Banking, Financial Services, and/or FIG experience strongly preferred
  • Ability to multi-task and deliver under tight timeframes
  • Superb financial modeling and valuation skills
  • Knowledge of accounting and financial concepts; experience with bank accounting and financial statement analysis is a big plus
  • Ability to summarize complex information into simple-to-understand slides in a presentation
  • Strong verbal, written and presentation creation skills
  • Exceptional MS Excel, PowerPoint, and Word skills
41

Business Strategy Associate Resume Examples & Samples

  • Serving as a member of internal consulting teams performing project management, business analysis, problem solving, recommendation, and consensus building to address strategic and operating issues
  • Supporting and at times supervising special projects that may interface across multiple business units, disciplines and departments
  • Working with business units on long-term planning, policy development, and problem resolution
  • Helping business unit managers and their team members to develop thorough, detailed and clearly communicated business plans for ongoing operations and new initiatives
  • Supporting the implementation of identified business plans, in some cases by drawing on relevant resources from other areas of the Company
  • Creating presentations and other communications for executives within Industry Verticals
  • Improving reporting on business performance through design and development of regular management reports well as ad-hoc analyses
  • Structuring and executing quantitative analysis on large datasets to generate novel business insights and support data-driven business decisions
  • Acting as an on-call resource for members of the Central Team and business unit leadership
  • Preferred 3+ years in analytical and/or strategic roles, which could include management consulting, corporate strategy, or business intelligence, or similar roles
  • Demonstrated experience in quantitative analysis with Excel, structuring presentations with PowerPoint and writing business communications
  • Distinctive ability to deliver results through project management skills and resourcefulness, including a collegial orientation and persuasive communication style
  • Excellent problem-solving, quantitative and analytical skills
  • Ability to be solutions-oriented and collaborative across multiple teams, including strong relationship building skills
  • Ability both to work individually and to manage/lead team projects and team members, often across divisions
  • Solid business and financial acumen, including the ability to perform quantitative analyses and develop data-driven reports
42

Corporate Strategy Associate Resume Examples & Samples

  • Oversee and manage a wide variety of highly prioritized projects, as well as complete ad-hoc projects and requests
  • Participate in strategic business meetings and conference calls
  • Provide organizational support and ensure action items, deadlines, and deliverables are completed
  • Bachelor's degree preferred
  • Strong project management experience
  • Superior organizational and project/time management skills
  • Ability to facilitate alignment of cross-functional objectives
  • Demonstrated ability to problem solve and resolve conflict
43

Wealth Strategy Associate Resume Examples & Samples

  • Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
  • Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
  • Perform business analytics as needed to support Financial Advisors in the growth of the business
  • Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts
44

Strategy Associate Resume Examples & Samples

  • Designing and executing analysis that yield insights into complex business opportunities or challenges
  • Conducting qualitative interviews of financial advisors and clients to understand key issues
  • Generating facts and insights to challenge the status quo and move the organization forward
  • Identifying significance of findings to our key stakeholders and communicating them effectively
  • Collaborating across the team and the organization to support strategy development and execution
  • Following industry developments and trends that could present opportunities or challenges to UBS
  • 2 to 5 years of experience in management consulting, corporate strategy, investment banking, or a related field
  • Excellent quantitative skills with the ability to identify strategic insights that can shape business strategy
  • Prior experience in financial services or the wealth management is a plus, but not required
  • Driven, excited by challenge and change – able to roll up his / her sleeves to get the job done
  • Intellectually curious, willing to challenge the status quo and accept challenge
  • Collaborative and works effectively in a team environment
45

Markets Strategy Associate Resume Examples & Samples

  • In-depth quantitative analysis of Global Markets business results and internal metrics, as well as third party competitive benchmarking data, to support a broad range of bespoke strategy projects
  • PowerPoint document production around Strategy team deliverables and in support of regional management
  • Assist in production of written memos and briefing material for range of senior managers (e.g. global product heads, Global Markets management, group management, on US issues)
  • Front office experience at Deutsche Bank highly relevant for familiarity with businesses and products
  • Management consulting experience is helpful, but not required
  • Fast-paced team requires significant time commitment
  • Professional maturity and ability to interact with a broad range of junior and senior stakeholders across the organization are important in this role
46

Senior Wealth Strategy Associate Director Resume Examples & Samples

  • Develop and maintain informed client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services
  • Identification and documentation of client’s unique goals and objectives
  • Conduct frequent calls and meetings to get client updates, adjust financial objectives, monitor progress toward goals, and evaluate new opportunities
  • Make recommendations for wealth management solutions based on clients' needs
  • Coordinate and review wealth maximization strategies with clients, their CPAs, and attorneys
  • Experience working with ultra-high net worth clients ($10 million+ net worth)
  • Minimum 5 years in a financial planning or wealth management role with demonstrated ability to manage client relationships
  • Bachelor’s Degree or higher
  • CFP, ChFC, CLU or other industry designation required
  • Series 7, 66, insurance license must be obtained within 120 days of hire, if not already licensed
  • Familiarity with personal financial planning software required. Naviplan or Money Guide Pro is a plus
  • Outstanding communication, listening, and relationship building skills
  • Proactive, self-motivated approach
  • Excellent follow-up skills and attention to detail
  • Advanced knowledge of various financial topic areas (income taxation, estate tax & gifting, philanthropic giving, education funding, liability management, investments, etc.)
  • Understanding of basic and advanced estate planning concepts in order to coordinate with clients' tax and legal advisors
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
  • Ability to work with a high degree of autonomy, set priorities and manage deadlines
  • Team-player, enthusiastic, positive, polished, poised and professional
  • Maintains the utmost discretion in working with sensitive and confidential information
47

Workplace Strategy Associate Resume Examples & Samples

  • Workplace program implementation experience in a corporate setting, working alongside cross-functional real estate, facilities, IT, HR, Finance and change management teams, would be highly valuable
  • Current knowledge of corporate enterprise IT infrastructure, tools and technologies desirable
  • Exposure to Six Sigma approaches and/or business process development desirable
  • MBA, advanced degree and / or certifications desirable
48

Brand Strategy Associate Resume Examples & Samples

  • Help manage the complex implementation of multi-faceted U.S. campaigns / brand-building initiatives, helping liaise with multiple teams and stakeholders across the Global Marketing & Communications (GMC) organization and beyond
  • Contribute to creative strategy and help manage the development of fully-integrated, client insight-led campaigns to effectively answer briefs
  • Assist with writing, content, and research needs pertaining to the strategic vision and identify of business lines, products, and partnerships as well as trends and insights across the asset management industry
  • Help create, review, and approve work to final stage, managing legal and compliance approvals and releasing assets via agreed process
  • Contribute to the media strategy and assist with implementation of media buying throughout the year for channel and campaigns
  • Day-to-day coordination with creative and media agency partners to deliver against the firm’s ambitions, particularly in relation to advertising and media campaigns via organizing work flow, managing estimates and invoices, status meetings, trouble-shooting, etc
  • Demonstrate results to marketing and business stakeholders through clearly-defined metrics and help optimize all work based on campaign learnings, working with metrics and media teams
  • Work in partnership with channel marketing and shared service functions including digital, events, and creative services to generate new ideas and initiatives that drive business priorities forward
  • Be a pivotal member of the global brand team working with regional partners in Canada, EMEA, and APAC to leverage, share, and build on ideas from across the globe and drive a consistent, brand-centric approach to communications
  • Act as key brand champion driving adoption and adherence to brand platforms throughout the creative work and the organization
  • Contribute to development of best practices and approaches for the team and wider marketing organization (e.g. innovation, process optimization, institutional knowledge sharing, etc.)
  • 3+ years of experience in marketing, brand, strategy or consulting roles
  • Excellent project management skills; able to handle multiple projects simultaneously individually or working collaboratively with a larger team
  • Passionate about creativity and brand building, bringing new ideas to the table through close tracking of industry trends and innovations – both within and outside of the financial services
  • Experience working with creative, media, and / or production companies to help deliver integrated advertising / brand-building campaigns
  • Strong communication skills (written and verbal), and ability to work with wide range of partners across the organization
  • Proactive desire to enhance business knowledge through exposure to campaign work
  • Broad understanding of competitive brand and business positioning, to inform our own strategy
  • Ability to deliver high-quality, timely work in a fast-paced organization
  • Success in dealing with ambiguity and managing through change
49

Rates Strategy Associate Resume Examples & Samples

  • Contribute to furthering your franchise as a business by suggesting new approaches or ideas
  • Understand drivers of relevant markets and establish a high degree of competence with clients
  • Build foundation of trust with clients/internal parties by demonstrating an understanding of their needs, clearly articulating desk ideas, and being responsive
  • Experience working within an investment bank
  • Ability to discuss in detail in fixed income market
  • Thoroughly understands drivers of relevant markets and can explain and anticipate market movements
  • Ability to interact comfortably with business clients and management
50

Wealth Strategy Associate Resume Examples & Samples

  • Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
  • Develop customized asset allocation strategies and investment solutions for clients
  • Provide support for client relationship building and business development activities
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
51

Corporate Strategy Associate Resume Examples & Samples

  • Support pan-HP initiatives spanning growth strategy and operational excellence
  • Analyze industry trends, competitive threats, growth opportunities and internal performance
  • Test hypotheses through analytical rigor, data modeling, and collaboration with business unit stakeholders
  • Conduct research and analysis to make recommendations that influence project outcomes
  • Prepare communication materials (primarily PowerPoint presentations) used at the executive/Board level
  • Actively participate in building team capability such as knowledge management and recruiting
  • MBA + 2-3 years in investment banking, management consulting, corporate strategy or business strategy preferred
  • Demonstrable business acumen and maturity in discussing, solving and presenting complex business issues
  • Ability to learn quickly and assimilate to new teams and projects
  • Ability to work well under pressure in time-sensitive situations
  • High level of attention to detail and professional rigor regarding work deliverables
  • Comfortable in a high-demand work environment and responsive to rapid changes
  • Organized, deliberate, and reliable in structuring work
  • Highly proficient in data analysis using Excel, and visual communication using PowerPoint
52

Corporate Strategy Associate Director Resume Examples & Samples

  • Bachelor degree above
  • Patient and detail oriented
  • Fluent in English, both written and oralStrategic Planning
53

Corporate Strategy Associate Resume Examples & Samples

  • At least 2 years experience in business strategy
  • At least 2 years experience in analytical problem-solving
  • At least 4 years experience in business strategy
  • At least 4 years experience in analytical problem-solving
54

Strategy Associate Resume Examples & Samples

  • Energetic and passionate about changing healthcare
  • Use analytical and highly evolved problem solving skills to identify, value, and communicate new growth opportunities to senior executives both within the Village and outside clients
  • Conduct financial planning and analyses to assess business performance and improvement opportunities
  • Drive implementation and process improvement with new and existing clients
  • Perform additional ad-hoc analysis and identifies critical questions to drive further insight to strategic growth plan
  • 2+ years healthcare or consulting experience
  • Dynamic and high energy teammate that can fit in well with a fast paced team
  • Willingness to create innovative and new approaches to problem solving, grounded in facts and advanced analytics
  • Innovative and flexible thinker. Able to drive multiple projects simultaneously and willing to engage in work across multiple teams
  • Advanced computer skills and proficiency in Excel, Access, and PowerPoint required
  • Strong critical thinking and problem solving skills
  • Strong quantitative and financial modeling skills
55

Corporate Strategy Associate Resume Examples & Samples

  • 2 – 5 years experience at a top-tier consulting or investment banking firm or in a comparable corporate role
  • Demonstrated analytical ability and problem-solving capabilities, including strong financial modeling skills
  • Ability to collaborate and build credibility across multiple lines of business & corporate functions regardless of reporting relationship
56

Strategy Associate Resume Examples & Samples

  • Be a structured strategic thinkerhaving a process oriented approach to lead and participate in projects, build financial & analytical models, and perform primary and secondary research
  • Have a passion foridentifying new opportunities for change and innovation, creatively implementing recommendations and advising multiple internal clients
  • Be inquisitive and analyticalthrough gathering and synthesizing information, having the ability to analyze situations, draw appropriate conclusions and make value added recommendations
  • Have 3-4 years of work experience (MBA from top school preferred), ideally from a leading consulting firm, asset manager or investment bank
  • Proficiency and excellencein identifying process change and improvements
  • Exposure to the competitive hedge fund worldin which our firm practices and creates best practices techniques with an encouraging team
57

Strategy Associate Resume Examples & Samples

  • Experience with presenting and communicating to teams, leaders, and clients
  • Experience with working on commercial engagements
  • Experience with data analytics and data strategy
  • Ability to produce and contribute to deliverables within a short time frame in a collaborative team environment using Microsoft PowerPoint, Word, and Excel
  • Experience with conducting primary interviews
  • Knowledge of data analytics and data science
  • Ability to display expertise with a foreign language
58

Strategy Associate Resume Examples & Samples

  • Support the Strategy team in helping drive revenue growth across the business
  • Perform qualitative and quantitative market research and analyze industry and regulatory trends to identify trends and growth opportunities
  • Work with business leaders and Strategy team to identify, analyze and prioritize strategic initiatives in line with the organization’s key objectives
  • Take responsibility for projects from conception to completion, with guidance from the Strategy team and in collaboration with business unit stakeholders. Draft the recommendations and present to leadership
  • Participate in cross-functional teams and build relationships with key internal business partners
  • Deliver work that meets high standards of quality, accuracy, and relevance – this includes financial models, executive-ready dashboards and presentations, project plans and other relevant outputs as required
  • Strong Excel skills including building financial and sensitivity models; understanding of advanced Excel functions
  • Bachelor’s degree and strong academic record. We look for evidence of analytical skills, problem solving, and strong logical thinking
  • 2-3 years management consulting experience or similar preferred
  • Ability to work independently and manage deadlines in a fast paced, dynamic environment amidst changing requirements and ambiguity; a demonstrated ability to multi task, prioritize and juggle multiple competing tasks is crucial
  • Strong business and financial acumen. Ability to understand the economic drivers behind a variety of business models. Ability to use financial data and read financial statements
  • Excellent interpersonal and highly developed communication skills (verbal and written)
  • Must be a dedicated, well-organized individual with a high level of attention to detail
  • Strong PowerPoint skills with the ability to craft executive-ready presentations
59

Patient Recruitment Programs Strategy Associate Manager Resume Examples & Samples

  • Serve as internal strategy consultant to project teams for new and existing projects needing recruitment and retention services
  • Develop, drive and manage the strategic plan for patient recruitment and retention and other activities of assigned projects (small to mid-sized regional and global trials) (based on scope, may co-manage or independently manage strategy for these projects)
  • Work together with recruitment operations lead to translate recruitment and retention strategy into operational and tactical plan to positively impact recruitment and retention rates for assigned projects
  • Serve as a secondary contact for patient recruitment and retention programs with sponsor and clinical team to ensure appropriate recruitment and retention strategy evolves over the lifetime of the project and identify new strategies to increase recruitment and retention success
  • Management of assigned project budget(s) to meet financial and company goals (realization targets)
  • Coordinate strategy related project activities for study team and sponsor to ensure that overall project milestones are met
  • Actively seek new recruitment and retention strategic partners internally and externally to drive efficient and effective recruitment strategies on assigned projects
  • Develop and implement risk management plans for minimizing impact on project objectives and deliverables
  • Maintain knowledge of current recruitment trends, vendors, and technologies to increase productivity and recommend additional support as needed
  • Leverage internal intelligence to support and refine strategy on assigned projects
  • Work collaboratively with PAGs and SPN staff to create project specific advocacy and patient support strategies for assigned projects
  • Provide technical expertise as able in support of project specific and interdepartmental training efforts
  • Support continued process improvement to ensure quality in the unit
  • In depth knowledge of the drug development processes across all functional areas
  • Effective time management skills and ability to manage competing priorities
  • Strong interpersonal skills effective presentation skills
  • Computer skills including proficiency in aspects of data analysis and presentation software, Microsoft Word, and Excel
  • Good written and verbal communication skills including good command of English
  • Ability to influence effectively within SPN/PRP team and project teams including TSL, PL, CL, CRA and the customer
60

Commercial Bank-ts Client Solutions Liquidity Solutions Product Strategy Associate Resume Examples & Samples

  • Managing exception pricing approvals process and institute regular monitoring and review of exception pricing on a monthly basis
  • Providing technical sales support including deal pricing and product modeling analyses, PitchPro internal and client-facing materials and analysis of client metrics using Excel and other internal reporting tools
  • Analyzing segment balance trends, product mix, and financial performance
  • Preparing internal presentations for banker and Sales team meetings (e.g. product updates, etc.)
  • Managing outreach to Sales partners in response to remediation requests by Product team
  • Ad hoc projects as requested
61

Senior Wealth Strategy Associate Resume Examples & Samples

  • Collaborate with other product areas of the firm to help integrate a variety of appropriate advice and solution strategies
  • Articulate the UBS wealth planning platform and capabilities to clients and prospects
  • Leverage external resources and partner with other client Advisors (CPA, Attorney)
62

Equity Strategy Associate Resume Examples & Samples

  • Educational background in: Computer Science, Engineering or Math required
  • Must have 2-4 years of experience with statistical modeling or segmentation analysis
  • Must have SAS experience as user or programmer/developer
  • Must have experience using relational databases
  • Experience in Credit Card or Insurance industry desired
  • Candidate must possess exceptional quantitative abilities, strategic perspective, and strong written/verbal communication skills
  • Must have experience with MS-DOS, SQL, Excel and VBA
  • Research or Finance/Economics experience a plus
63

Digital Strategy Associate Director Resume Examples & Samples

  • Builds and executes social media strategy through competitive research, platform determination, bench-marking, messaging, audience identification and display advertising campaigns. Strategy should establish/elevate a unified brand presence across multiple channels and platforms, increase engagement, and deliver quantifiable results
  • Works with the Director, as well as Associate Directors to define objectives and articulate the Mendoza brand, and helps develop multi-channel content strategy and communications plan to be executed across paid and owned media channels
  • Manages and oversees day-to-day content on social media platforms, including tweets, posts, and discussions; seeding content into social applications as needed generating high levels of engagement; and assumes responsibility for consistent, quality postings.Identifies trends and insights, and optimizes performance based on the insights
64

Credit Product Strategy Associate Resume Examples & Samples

  • Work alongside Portfolio Managers and Senior Product Strategists to represent the liquid credit strategies to internal stakeholders
  • Possess a deep understanding of our credit investment strategies; understand the PM team’s thought process in order to act as a proxy for the portfolio managers in client facing situations
  • Provide ongoing business support as directed for the senior product strategists on the team in the pursuit of strategy and business growth
  • Attend client and prospect meetings, including pitching for new business, reviewing portfolios/conducting portfolio analysis, and providing market updates
  • Follow capital markets, current events, and investment trends; be able to speak to broad macro themes impacting global markets and the asset management business
  • Coordinate with internal retail and institutional sales force as well as marketing, legal & compliance, operations, RQA and portfolio analytics teams regarding ongoing fund operations, ad-hoc client inquiries and client investment due diligence requests
  • Create and maintain marketing materials including presentations, investor guides, fact sheets
  • Evaluate performance attribution and communicate portfolio performance to internal and external clients
  • Understand competitive positioning; be able to differentiate our strategies from competitors and highlight the BlackRock advantage
  • Participate in and lead the completion of RFPs for our liquid credit strategies
  • BA/BS, CFA designation or participation preferred
  • 2-5 years of total experience with experience in product strategy / development or client facing experience. Fixed income / credit experience preferred
  • Detail-oriented, strong project management skills with the ability to juggle multiple tasks while adapting to rapidly changing market environments
  • Experience in creating and maintaining content for marketing materials
  • Self-starter who can work independently or successfully with a team
  • Excellent interpersonal skills and ability to coordinate between various groups including product strategy, portfolio management, credit research, retail and institutional distribution, legal & compliance, and other areas
  • Strong knowledge of Microsoft Office suite (Excel, PowerPoint, Word), with particular proficiency in Excel and PowerPoint material creation and enhancement
65

Client Reference Data Strategy, Associate Resume Examples & Samples

  • Define or refine team structure, staffing model, internal roles and responsibilities, and governance models for new and existing Client Reference Data functions
  • Ensure that the Client Reference Data Operations organization is structured optimally to deliver efficient and effective solutions to internal business partners
  • 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
  • Develop materials and prepare team members for executive-level updates, as necessary
66

Strategy Associate COO Financial Analytics Resume Examples & Samples

  • Undergraduate degree in sciences, economics, engineering, or finance preferred
  • Top-tier MBA a plus
  • Prior experience in consulting highly preferred
  • Computer literacy skills (Advanced Excel, PowerPoint, Word, Access)
67

Labeling Strategy Associate Director Resume Examples & Samples

  • Ensure that the integrity of labeling process is maintained
  • Lead or contribute to development of global labeling strategies for assigned products
  • Provide labeling expertise to product labeling teams and labeling governance regarding language, placement and regulatory content detail for regional prescribing information and CDSs
  • Lead or contribute to the development of target labeling documents, including provision of templates and processes, under Director supervision as appropriate
  • Prepare and maintain core labeling documents including the Core Data Sheet, and Core Patient Information Leaflet
  • Lead or contribute to cross functional teams in the preparation and maintenance of EU SmPC and US PI and related texts while ensuring consistency with applicable core labeling documents and internal standards and SOPs
  • Provide advice and support for the creation and maintenance of other regional texts on an ad hoc basis
  • Lead or contribute to development of labeling negotiation strategies, anticipating HA perspectives
  • Ensure that updates to the core texts are completed, communicated to and implemented by MCs in a timely manner. Monitor market company compliance with Core Data Sheet changes
  • Develop regional regulatory strategies for product labeling in line with TA/product strategies and regional requirements
  • Provide advice and support when MC/HA requests results in deviations from the CDS and ensure appropriate approval and documentation of such deviations
  • Manage corporate review and approval of CDSs, USPIs, EU SmPCs and other regional prescribing information
  • Provide support to address general labeling issues
  • Provide advice and support to operational and commercial functions in the development of innovative packaging solutions
  • Participate on and provide regulatory advice to cross-functional teams responsible for the coordination of the implementation of new and revised labeling components into the production activities of multiple manufacturing sites
  • Evaluate, interpret, and communicate global regulations and trends on labeling and any business impact these might have on product labeling
  • Monitor competitor labeling activities and provide updates to GRAPSQA
  • Assist in the development of labeling policies, procedures, and SOPs
  • Provide labeling support and contributions for regional regulatory maintenance activities (PSURs, annual reports, etc.)
  • Communicate availability of new and revised regional labeling documents to appropriate functions throughout the business
  • Establish and maintain repositories of current regional labeling documents for access by individuals across all business functions
68

Corporate Strategy Associate Manager Resume Examples & Samples

  • Develop general strategy efforts for various internal stakeholder on a variety of projects and initiatives with a focus on analytical, process and content support
  • Participate in the creation of senior management and Board communication presentations enabling effective communication of related strategies
  • Support central portions of projects, identifying key issues and selecting appropriate analyses to solve problems
69

Corporate Strategy Associate Resume Examples & Samples

  • Support CSG team leads and senior executives on strategic topics
  • Conduct detailed analyses that lead to compelling recommendations
  • Synthesize information and analyses into creative business insights and recommendations ? Incorporate multiple, differing perspectives into high quality deliverables
  • Present the recommendations to Senior Executives supporting CSG Lead on a project
  • Proven, distinctive problem solving and analytical skills ? Ability to work both independently and collaboratively
  • Superior Excel modeling skills and proficient PowerPoint skills
70

Corporate Strategy Associate Resume Examples & Samples

  • Deliver data-driven insights to support actionable strategy, prioritization of investments and resources, and stakeholder communications (e.g., to CXO level leaders, Board members, investors, etc.)
  • Demonstrated knowledge of research methodology and the ability to manage data requests
  • Strong analytical thinking, technical analysis, and data manipulation skills
  • Strong knowledge of Excel, Access, statistical analysis, and financial modeling
  • Demonstrated business acumen and technical knowledge within area of responsibility
71

Wealth Strategy Associate Resume Examples & Samples

  • Enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate and multi-generational planning, asset protection, wealth transfer, cash flow analysis, business continuity and succession planning and philanthropic planning
  • Coach a financial advisor in the areas of wealth planning, estate and financial planning
  • Deliver to high net worth individuals unbiased, comprehensive wealth planning strategies, plan design and implementation
  • Leverage external resources and partner with other client Advisors (CPA, Attorney
72

Senior Strategy Associate Resume Examples & Samples

  • Strategic planning: working across the organisation to formulate and review strategic plans on a 6-monthly basis
  • Solutions and scenario analysis:Producing scenario analysis and high value solution options
  • Relationship management: Engaging with stakeholders across the entire business, obtaining buy-in, and collaborating with other teams
  • Managing IOP process and corporate plan contributions: producing analysis and modelling for the integrated network operating plan process, including delivering presentations and storyboards
  • Business performance and key performance metrics:Establishing KPIs across the network
73

Corporate Strategy Associate Resume Examples & Samples

  • Work with business unit leaders to determine strategic objectives and identify opportunities to meet these goals including (but not limited to); market entry strategies, business prioritization, and assessing strategic investments
  • Support senior management in the preparation of materials for key governance bodies – Board of Directors and Executive Committee
  • 2 – 5 years of experience in asset management, consulting or investment banking
  • Ability to deliver in a fast paced environment with tight deadlines and multiple demands
  • Proficiency in financial modeling, Excel and PowerPoint and/or demonstrated willingness to improve these skills
74

Mortgage Strategy Associate Resume Examples & Samples

  • Be exposed to and influence the strategic priorities for the mortgage business
  • Develop and launch initiatives and programs to improve the mortgage customer experience by leveraging digital capabilities, especially for existing Chase customers
  • Develop/deepen expertise in the mortgage business
  • Be mentored and coached by experienced and talented managers on problem solving, analytical, communications and leadership skills
  • Gain exposure to senior leadership primarily within mortgage, as well as leaders in other lines of business on cross CCB issues
  • Structuring and building quantitative and qualitative/conceptual frameworks and analyses
  • Analyzing customer, operational, and financial data to develop implications that support business decisions
  • Proactively managing work to deliver critical business initiatives with both quality and speed
  • Building concise communication materials for senior management
  • Participating in and independently conducting internal and external interviews with key stakeholders
  • Working collaboratively with team members across the business and staff areas
  • 2-5 years of experience at a premier management consulting firm, at an internal consulting/corporate strategy team, or roles that build similar skill sets (e.g., Strategic Analytics, Capital Markets, Equity Research)
  • Excellent end-to-end problem solving skills and ability to prioritize issues and analysis
  • Strong interpersonal, influencing, and listening skills – ability to interact with colleagues at all levels and achieve goals without direct control over resources
  • Financial Services, Financial Institutions Group (FIG), and/or Mortgage experience preferred
75

Fraud Operations Card Strategy Associate Resume Examples & Samples

  • Proactively identify fraud trends utilizing SAS data extractions, analyzing and recommending fraud authorization and or detection strategy changes
  • Assess strategy performance post-implementation regularly and recommend revisions to balance fraud loss budget vs client disruption
  • Establish and manage the identification of emerging common points of purchase not yet identified by the industry
  • Addressing emerging fraud trends with a sense of urgency; leveraging a suite of fraud prevention tools
  • Collaborates with claims on re-occurring fraud themes and assist on proposed decisions and action to be taken as a result of any fraud investigation
  • Ability to communicate change recommendations based on data-driven analysis
  • Prepare and document review findings in a concise, understandable manner for written communication to the appropriate parties
  • Adheres to departmental and corporate policies to ensure guidelines are followed and executed in accordance with management's expectations
  • Experience in financial crime detection or prevention - 3+ years
  • Strong SAS skills and ability to work with large data structures - 3+ years
  • Superior analytical, critical thinking and decision-making skills utilizing data extraction
  • Detail oriented with the ability and desire to work in a team environment
  • Advanced knowledge of FDR Defense Edge tool
  • Understanding of debit or credit card financial services industry products and processes
  • Understanding of fraud and security issues within the banking and finance industry
  • Previous experience working within a customer service/hospitality based role
  • The candidate must also be proficient working with Excel, Access, Business Objects and PowerPoint
76

Ishares Business Strategy Associate Resume Examples & Samples

  • Execute Strategy projects through different phases
  • Deep understanding of the Asset Management industry and general understanding of the ETF landscape OR management consulting background with relevant experience
  • Prioritization: Efficiently manage own time and effort
  • Ability to work across diverse markets and cultures
77

Corporate Senior Strategy Associate Resume Examples & Samples

  • Independently manage multiple project workstreams simultaneously from start to finish in a rapidly changing environment
  • Lead the development of hypothesis-driven storylines that effectively communicate insights and recommendations
  • Strong interest in retail and understanding of industry dynamics
  • Strong quantitative skills, including model building and insight generation
  • Strong interpersonal, verbal and written communication skills
  • Ability to collaborate with cross functional partners
  • Ability to develop project plans and independently manage project execution
  • Adept at communicating across all levels of the organization
  • Strong proficiency in Excel and PowerPoint
  • 3 - 5 years with a leading management consulting firm (e.g., Bain, BCG, McKinsey, Deloitte) or retailer required
78

Corporate Strategy Associate Resume Examples & Samples

  • Manage project inputs simultaneously from start to finish in a rapidly changing environment
  • Develop compelling insights through creation and maintenance of complex models
  • Conduct primary and secondary research
  • Support the development of materials that effectively communicate insights and recommendations
  • Build credibility with business partners to gain support for analysis and recommendations
  • Collaborate with cross-functional partners, including key functions and business units
79

Internet Of Things Strategy Associate Resume Examples & Samples

  • 2-3 years' experience in strategy consulting, a product organization, investment banking or in payments
  • Business development, partnerships, alliances or relationship management skills helpful
  • Experience in leading projects and working with senior management
  • Payments or technology industry knowledge very helpful
  • Analytical and strategic acumen
  • Ready to challenge the status-quo, and drive innovative ideas
  • Ability to become a thought leader
80

Data Sourcing & Strategy Associate Resume Examples & Samples

  • Develop expertise in the acquisition and management of cutting edge big data sources, put to work by one of the most sophisticated users in the world
  • Be a structured strategic thinkerwith a process oriented approach to leading and participating in projects, the ability to transform complex data structures into easy to understand reports, and the ability to perform primary and secondary research
  • Effectively communicateto engage with internal clients and provide recommendations to senior executives while possessing a high degree of composure
  • Energetically assist in participating and leading project teams, be a team player, supporting development of operational implementers and resolving roadblocks in a collaborative way
  • Have 3-4 years of work experience, ideally from a leading consulting firm, asset manager or investment bank
81

Strategy Associate Resume Examples & Samples

  • Engage in overall Health & Benefits business planning and execution by
  • BS degree in business preferred or years of relevant experience
  • 5+ years of experience in Health and Benefits consulting, management consulting, and / or corporate strategy
  • Proven experience in providing management support to a high-level executive that involves overseeing commitments and ensuring priorities are met and logistics are efficiently addressed in an intense, dynamic environment
  • Proven experience proactively leading and managing complex, multi-disciplinary projects and teams
  • Proven experience managing and influencing effectively in a matrix driven environment
  • Demonstrated ability to plan, organize, coordinate and direct multiple projects and activities with varied deadlines
  • Demonstrated effective communication skills with team members and senior management
  • Possesses strong strategic focus, analytical, internal control and project management skills
82

Corporate Strategy Associate Manager Resume Examples & Samples

  • Collaborate effectively with team members and Accenture senior stakeholders in the development and execution of strategy projects
  • Structure complex business problems into project frameworks that can be analyzed and solved
  • Research and apply critical thinking to industry trends, competitor dynamics and current events to provide relevant business insights
  • Perform quantitative analysis, including building and organizing large datasets
  • Build business cases in support of key decisions and growth opportunities
  • Design surveys, conduct interviews and facilitate group discussions
  • Synthesize findings and summarize a broad range of data inputs into frameworks that enable clear communication of data and insights
  • Communicate findings to team members and stakeholders in an insightful and persuasive manner
  • Manage multiple projects and stakeholders
  • B.A. or B.S. degree in Business, Finance or Economics (or equivalent)
  • Minimum 3 years working at a top tier consulting firm or investment bank, with at least one of those years requiring strategic consulting experience
  • An MBA degree from a target campus is preferred but is not required
  • Strong analytical approach; structured thinker
  • Excellent research skills with experience in market and company analysis
  • Team player with experience working both in teams and as an individual contributor
  • Written, oral and presentation skills necessary to successfully influence senior executives
  • Superior problem identification, structuring, and analysis skills
  • Deep understanding of industry dynamics, value creation opportunities, and use of technology for competitive advantage
  • An aptitude for creative problem solving and client interaction on both a team and individual level
83

Global Retirement Strategy Associate Resume Examples & Samples

  • Create and coordinate externally-facing presentation materials (e.g. client pitches, industry conferences) and collateral (e.g. fact sheets, investment commentaries)
  • Has a BA/BS degree in related field (Economics, Finance or Accounting)
  • 3+ years of directly related experience
  • Excellent analytic, problem solving, and productivity skills
  • Strong written and oral communication skills that enable complex ideas to be readily understood by others
  • Has a high level of self-motivation and maturity, with strong integrity and ethics
  • Demonstrates a customer focus and ability to adapt to a broad range of clients
  • Organized and detail-oriented with strong time and project management skills
  • Effective team player who is able to work with people of all levels and thrive in a fast-pace environment
  • Has high proficiency in Microsoft Office and an aptitude for learning new applications
  • Technical experience would be a plus (Examples include experience with linear algebra, probability, statistics, programming languages, and/or databases)
  • Has, or is willing to obtain, the series 7 & 63 licenses
84

Competitive Strategy Associate Co-op Resume Examples & Samples

  • Support Competitive Strategy deliverables, including the Competitive Review Book, Product Rundowns, Pricing Studies and competitive analysis charts
  • Assist the Competitive Strategy Analyst with support in the daily upkeep of the group’s competitive intelligence intranet site, Competitive Dashboard
  • Work closely with the Competitive Strategy Analyst to complete internal projects, data integrity initiatives and ad hoc competitive research requests from the field and or home office key partners
  • Gather and provide research on 401(k) competitors
  • Function as scribe during earnings calls and other key industry teleconferences/investment manager onsite meetings
  • Ability to multitask in a fast paced environment
  • Proficiency with Microsoft Office
  • Adapt to changing priorities
  • Build a network of fellow students on coop/internship assignments
  • Given the opportunity to volunteer and give back to the community
  • Attend events on a monthly basis with guest speakers from various departments within our organization to further develop your skills as a professional
  • Learn about our culture and core values
85

Real Estate Research & Strategy Associate Resume Examples & Samples

  • Analyze real estate market trends by tracking and interpreting data on economics, demographics, real estate space markets and capital markets
  • Support U.S. real estate investment underwriting by providing market analysis and rent projections
  • Contribute to and develop presentations on global real estate market trends and strategies
  • Contribute to and write topical papers
  • Help formulate U.S. strategies based on real estate market analysis and forecasts
  • Analyze risk/return attributes of four real estate quadrants versus other asset classes
  • 3-5 years of relevant experience in real estate research or a related role
  • Strong analytical, writing and communications skills
  • Thorough understanding of real estate fundamentals and economic analysis
  • Computer skills including spreadsheets and databases (i.e. Excel, PowerPoint, etc.)
  • Bachelor’s degree required (Master’s degree preferred) with a concentration in economics, finance, or a related field
  • Ability to work in a complex global investment management firm
  • Self-starter; ability to work independently
  • Knowledge of US government and real estate data sources is a plus, but not required
  • The right candidate will have a passion for the real estate industry in general and for a research and analytical role in particular
86

Retail Network Strategy Associate Resume Examples & Samples

  • Organize and participate in all weekly and monthly Network Leadership meeting including agenda build, pre-mail and ad hoc requests
  • Develop and maintain strong working relationships with leaders, business heads and partners across Consumer & business Banking and other corporate functions
  • Liaison with Region Presidents to ensure overall consistency across geographies on all Network related activities
  • Provide the Managing Director, Branch Network with an overview of key information, discussions, and/or business issues in advance of business meetings and events. Co-ordinate follow-up on outstanding issues as required
  • Organize and participate in leadership team meetings, CBB initiatives, and broader sessions on behalf of the Managing Director. Provide support to any working groups tasked with deliverables from these activities
  • Liaison with communications team on all distributions to Branch Team Members
  • Build various presentations for managing director of the network
  • Excellent judgment, relationship management skills, impact and influence capability, with a demonstrated ability to work effectively with leaders at all levels
  • Ability to work with minimal guidance or direction, ensuring discretion and ability to see items through to completion
  • Ability to prioritize tasks and determine what’s important
  • Organizational awareness and resourcefulness - understanding of whom to engage in order to identify solutions and resolve issues. Good understanding and judgment on issues to resolve independently or to escalate
  • Ability to deal with significant ambiguity and constantly changing priorities in a fast-paced environment
  • Strong business acumen and analytical skill set – ability to absorb information on a variety of complex issues and summarize key issues or concerns
  • Willingness to learn — embrace the opportunity to learn the business and develop leadership skills in a condensed timeframe and fast paced environment
  • Superior communication skills – professional, confident, and concise communicator
87

Business Strategy Associate Resume Examples & Samples

  • Work in partnership with Dropbox executive leadership to identify scalable business opportunities, then help build operational plans to execute against these opportunities
  • Develop a deep understanding of Dropbox’s business operations, including internal processes, functional group strategies, and competitive context
  • Build strong peer-level relationships with Dropbox senior management across the business and engineering organizations
  • Work with cross-functional teams to help guide initial implementation of strategic plans
88

Strategy Associate Resume Examples & Samples

  • Conduct analysis in key strategic topics (examples of work: customer and internal interviews, data analysis, third party research)
  • Provide actionable strategy recommendations based on your analysis
  • Prepare documentation to present findings to senior management
  • Support implementation of strategy recommendations across Business Units (examples of work: workplan development, activities tracking, risks identification)
  • Support the financial and strategic evaluation of corporate development opportunities
  • Previous management consulting, business development, strategic marketing, product development or finance experience
  • Strong analytical capabilities and previous experience developing data-driven analyses
  • Strong knowledge of Excel and PowerPoint. Ability to produce clear reports and presentations
  • Interest and / or previous experience in education, software, and/or publishing industries a plus
  • Travel expected (10-20%)
89

Strategy Associate Resume Examples & Samples

  • Gain customer & competitive insights on data collection from customers, the sales team and review of competitor’s go-to-market strategy. Make recommendations on how we can win, assisting in product strategy development
  • Collaborate with marketing and sales, sales operations, to ensure product information, timelines, key launch information is communicated for effective sales training, product positioning, and customer promotion both for initial go-to-market launches and ongoing activities
  • Highly collaborative with product teams, including Product Development, Business Systems, Fulfillment, and Customer Support, to ensure the segment's requirements are surfaced and incorporated in the product roadmap, and that the systems and support mechanisms developed are consistent with the segment's adoption needs
  • Develop and define tactical product plans for the segment and drive action by collaboratively working with a network of peers in a highly matrixed organization
  • Lead the analysis for specific near term market opportunities and the development of business cases, pricing, negotiation and contract strategies to ensure an adequate level of customer satisfaction
  • Maintain deep product knowledge as products expand over time and keep current on technology developments that may have implications in the market
  • Collate and provide ongoing reporting on all key segment metrics
  • MBA preferred, with a minimum of 3 years of related professional experience ideally in a management consulting firm as well as a corporate strategy position
  • Demonstrated strong project management experience
  • Knowledge of the research sector is preferred but not essential
  • Skills required include business acumen, strategic planning, organizational assessment, highly developed leadership and interpersonal skills, quantitative analytical abilities and outstanding communication skills
  • The ability to work effectively within a global matrix organization
90

Corporate Strategy Associate Intern Resume Examples & Samples

  • Participate in the development of Manulife’s 2017 strategic plan, which is ultimately delivered to the Board of Directors
  • Play a key role in various strategic initiatives mandated by Manulife’s Executive Committee and gain an understanding of market and competitor movements globally
  • Develop presentations, reports and other deliverables to be shared with Manulife’s Executive Committee and other key stakeholders
  • Conduct various quantitative and qualitative analyses and articulate implications of analyses
  • Has a strong academic record
  • Has strong business acumen, with an aptitude for strategic, broad thinking, and critical and analytical thinking
  • Has strong initiative and multi-tasking capabilities with proven ability to handle multiple assignments or projects simultaneously
  • Exhibits effective time management, prioritization and organizational skills with excellent attention to detail
  • Possesses superior written and oral communication skills, including, strong presentation and interpersonal skills
  • Is highly comfortable with ambiguity
  • Thrives while working in a small, high-performing, results-oriented team, composed mostly of former consultants from top-tier management consulting firms
  • Exposure to the global operations and strategy of a $40 billion company
  • Exposure to one of Canada’s most globally diverse companies
  • Training and coaching from former consultants from top-tier management consulting firms, including structuring analysis, use of consulting frameworks, effective project management, and clear and concise communication
  • Opportunity to work in a group that has a strong track record of developing leaders at Manulife and elsewhere within the Financial Services industry
  • Contribute to the strategy and operations of Manulife’s businesses in Asia, the US and Canada
  • Network with senior leaders across Manulife
  • Network with fellow students on other coop/internship assignments
  • Volunteer in the community with other colleagues
91

Strategy Associate Resume Examples & Samples

  • Deal a project or be team member for specific client studies with direct contact to senior executives in the organization
  • Own a functional day-to-day responsibility typical in a strategy function while applying expertise to drive 1 or 2 high impact 'build the business' projects
  • Provide analytical support to other vertical and functional teams
  • Strong academic record from blue chip / top tier institutions
  • Results and detail orientated
  • Intelligent, motivated self-starter with strong interpersonal skills and work ethic
  • Convincing executive presence and demonstrated influencing skills
92

Ishares Business Strategy, Associate Resume Examples & Samples

  • Take the lead on projects or workstreams within larger programmes, solving problems, both big and small
  • Create impactful reports/presentations to communicate with working groups and/or management
  • Contribute to project plans, outlining clear objectives, workstreams, KPIs and timings
  • Keep a constant eye on the impact of digital client solutions, analysing the effectiveness for constant evolution
  • Take the lead in workshops, meetings, research, stakeholder engagement, business analysis, technical analysis and solution design as part of both client projects and internally-focused innovation projects
  • Show interest in topics beyond current project priorities: provide insights and support to other strategy projects
  • Be flexible to travel and work across Europe
  • Relevant experience in either asset management, management consulting or digital/technology industry, ideally having developed customer service and digital strategies
  • Experience in project management, able to drive forward key initiatives, lead cross functional teams and manage workflow, efficiently prioritising
  • Ideally practiced (but at least familiar with) agile ways of working, including scrums, sprints, time boxing, liaising with customers throughout the entire solution delivery lifecycle etc
  • Ability to engage diverse set of stakeholders across a matrix organisation, understand viewpoints and build long-term relationships
  • A balance of logical problem solving and innovative thinking
  • Strong attention to detail, collaborative with a positive, can-do attitude, adaptable and not above any task
93

Strategy Associate Resume Examples & Samples

  • Understand and help evolve organizational vision and goals for enhancing the consumer experience and making a meaningful difference in services across the Consumer and Customer Experience organization for a designated line of business
  • Establish a solid understanding of the health care ecosystem and consumer experience; research how the ecosystem is changing, analyze what’s driving changes, and gauge the opportunities
  • Provide explanations and interpretations in a variety of formats (presentations, journey maps, case studies, data, etc.)
  • Participate in defining compelling consumer services experiences that influences an ongoing “Service as a Product” portfolio of new capabilities and added features
  • Engage business and product organizations to review the CCE portfolio. Partner with the leaders to align and create a multi - year business plan and delivery roadmap for integrating their preferred service features and capabilities
  • Manage, update and evolve the business plan working effectively with service owners, program managers, experience designers and other stakeholders executing on the business plan
  • Consistent, clear and appropriate communication to various levels of business partners & leadership
  • Work is self - directed and not prescribed
  • Ability to view deliverables through the lens of the Consumer; anticipating their needs proactively develops solutions to meet them
  • Provides explanations and information to others on difficult issues; helps to identify and resolve issues and roadblocks inhibiting completion of tasks
  • 5+ years of business operations experience
  • 3+ years of related experience in the healthcare industry
  • Demonstrated ability to communicate clearly and concisely, both in written and verbal format
  • Demonstrated ability to leading the development of our partner strategies
  • Demonstrated ability to analyze, research and document consumer experiences
  • Demonstrated ability facilitate successful, time - efficient meetings, defining objective and agenda prior to the meeting, following with successful note taking & meeting recaps
  • Proven ability to quickly gain credibility, influence and partner with business
  • Demonstrated ability to be self - directed and motivated
  • Experience with consumer experience evaluation, design, analysis and / or benchmarking
  • Experience in navigating cross functional / cross segment groups and possess the ability to handle difficult situations in a confident and diplomatic manner
  • Proficiency in Microsoft Office applications (Excel, Access, Word, PowerPoint, Project, Visio)
94

Corporate Strategy Associate Resume Examples & Samples

  • Analyzing and evaluating new investment opportunities. The Associate will participate in all aspects of due diligence including financial statement analysis, modeling, industry sector research, competitive analysis, operational diligence, customer, consultant and management team calls, and legal document reviews
  • Evaluating new business and corporate strategy initiatives. Developing, conducting and coordinating financial analysis and business case preparation to support strategic partnerships and new product launches
  • Monitoring existing investments, including maintenance and updating of financial models; evaluating refinancing’s and other capital markets transactions associated with existing investments
  • Preparing and coordinating the creation of presentation materials for the Board and senior management
  • Working cross-functionally throughout the organization with our Capital Markets, Legal, Risk and Analytics, and Finance teams, and with investment professionals the Private Equity Group at Fortress
  • Leading ad hoc research projects requiring the ability to analyze, synthesize and summarize detailed company and industry information
  • 2-3 years work experience as an investment banking analyst. Candidates in strategy consulting roles with significant exposure to financial modeling and/or relevant financials industry experience will also be considered
  • A strong record of academic and professional achievement
  • Advanced Excel skills and strong modeling and financial valuation skills
  • Strong PowerPoint and presentation skills
  • Ability to succeed in a fast paced environment, managing multiple projects with competing priorities
  • Outstanding interpersonal, leadership, and analytical capabilities
  • Effective written and oral communication skills with a direct and open communication style
95

Investment Strategy Associate Resume Examples & Samples

  • Maintain an in-depth knowledge of the US equity markets and ClearBridge products
  • Perform market research in order to provide useful market intelligence to the team
  • Provide insights into market and portfolios for the development of market commentaries and thought leadership pieces
  • Present to internal and external clients on ClearBridge’s viewpoint on the markets and portfolios
  • Manage the Sales Force CRM system for the team including data inputting and metrics implementation
  • Work collaboratively with team members across the firm including sales, marketing, research and portfolio management
  • Bachelor’s degree required; CFA or advanced degree (or progress towards) preferred
  • 3-5 years of financial services experience
  • Knowledge and passion of U.S. equity markets
  • Strong analytical as well as written and verbal communication skills
  • Strong relationship management capabilities
  • Able to work multiple projects at the same time
  • Technologically proficient and experience using Bloomberg, Factset, Excel, PowerPoint
  • CRM experience a plus
  • Flexible, resourceful and proactive
  • Licensed (Series 7)
  • Ability to travel on occasion required
96

Sales Strategy Associate Resume Examples & Samples

  • Sales Strategy Planning
  • Proficiency in Excel and PowerPoint; ability to recognize benefits of technology and to learn new systems quickly
  • Ability to extract and analyze data relating to financial and business issues
  • Solid knowledge of mutual fund and ETFs products and structures, including SMAs; knowledge of client platforms and business models an asset
  • Ability to influence others, develop effective inter-departmental business relationships and contribute to significant projects involving colleagues across other Invesco departments
  • Experience with salesforce.com preferred
  • Detail oriented, well organized, self-directed, able to meet tight deadlines and adjust to changes in workflow and direction
  • Interpersonal skills necessary to effectively communicate with a variety of individuals at all technical levels are required
97

Corporate Strategy Associate Resume Examples & Samples

  • Develop skills in corporate strategy, modeling, problem solving, communications and leadership -- in an environment of active mentorship and coaching
  • Develop corporate finance skills and gain experience working on strategic projects
  • Be exposed to both established and emerging payments technologies and platforms at an exciting time in payments and financial services. Build taxonomies and competitive landscapes. Identify and evaluate opportunities in payments and commerce enablement
  • Be exposed to and help influence the strategy of Verifone and the Solutions groups
  • Work closely with Verifone leadership
  • Advance to other roles in the group or company
  • 4 year degree (BA or BS) preferably in finance, business or other related business discipline or engineering degree
  • At least 2 years’ experience in investment banking, business development, financial services consulting, equity research or venture capital experience
  • Solid project management experience
  • Strong interpersonal and influencing skills
  • Strong emerging problem solving skills
  • Identifying implications and "so what's" of data and analyses with the team
  • Familiarity with asset and company valuation methodologies
  • Working collaboratively with team members across various business areas
  • Contributing to concise communication materials for senior management
  • High energy hard worker with go getter mentality and a desire to work in a results oriented, fast growth, team oriented environment
  • Experience in payments, financial services, web / mobile commerce (a plus)
  • Intellectual curiosity towards payments, financial services, web / mobile commerce (a plus)
  • Interest in paying keen attention to current events within our respective industry verticals (a plus)
  • Diverse problem solving & financial experience, such as with a top management consulting firm across financial services sector, product management, investment banking or venture capital role
  • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in teams
  • Ability to work with limited supervision in a complex and often ambiguous environment
  • Proficiency using MS PowerPoint and Excel required
98

Senior HR Planning & Strategy Associate Resume Examples & Samples

  • Manage the planning analysis of core HR process deliverables across global functions (including data gathering, consolidation, assessment and measurement of results). Core processes include compensation planning, performance management, talent & development planning, organizational redesign and other HR related processes
  • Develop and operationalize plans to support the delivery of HR strategies across functions
  • Lead the collection, consolidation and analysis or results leveraging HR reports, templates, and internal HR systems as required to advance team objectives
  • Lead process optimization efforts to drive organizational effectiveness, efficiency and realization of desired results; ensure quality while making things easier for internal clients
  • Own the creation of operational plans to support HR deliverables and projects (timelines, communication, execution steps, data gathering, quality assurance)
  • Work closely with senior HR business partner to ensure performance measures for goals and objectives are established, monitored, and reported
  • Develop after-action reviews and oversee the implementation of any resulting redesign or optimization efforts to support effectiveness and efficiency
  • Participate in other HR projects related to organizational effectiveness, global function transformation, as well as attracting, retaining and developing talent (as assigned or required)
  • At least 5 years relevant business experience
  • Bachelor’s degree from an accredited university in a related discipline (e.g., Business, Human Resources, Finance)
  • Strong analytical skills (ability to work with spreadsheets, consolidate information, interpret results)
  • Strong organizational planning and time management skills, with the ability to multitask and operate under fixed deadlines
  • Proactive and collaborative work style with the ability to influence global partners across departments
  • Advanced technical skills, specifically using Excel, Word, and PowerPoint
99

Digital Platforms Business Strategy Associate Resume Examples & Samples

  • Development of Sr. Leadership internal & external communications
  • Ability to interact with employees of all levels and backgrounds
  • Ability to develop, mature, and articulate strategies
  • Ability to independently explore complex problems and develop solutions
  • Role may require 0-10% business sponsored travel
  • Minimum 2+ years in a large complex financial services organization or major
  • Self-starter, ability to learn and improve processes with minimal direct support
  • Strong interpersonal skills and ability to thrive in a collaborative environment
  • Strong organizational and analytical skills; must be detail orientated
  • Experience working COO or Business Management team
  • Familiarity with Wealth Management industry and business models
  • Familiarity with FinTech industry and business models
100

Cyber Strategy Associate Resume Examples & Samples

  • Experience with significant research, problem-solving, analytical, and quantitative expertise
  • Experience with presenting and communicating to teams, leaders, and clients effectively
  • Experience with Cyber and Cyber strategy
  • Ability to travel up to 80% of the time
  • Experience with specific industries, including health, technology, data, energy, or financial services
  • Ability to show expertise in a foreign language
101

Business Strategy Associate Resume Examples & Samples

  • Design and development of all performance reporting
  • Bespoke business analysis
  • Bespoke client analysis
  • Modeling and scenario analysis
  • Development and implementation of business-process enhancements
  • Excellent analytical and problem-solving skill
  • Strong Interpersonal skills and ability to collaborate across departments to resolve issues
  • Relentless intellectual curiosity and a drive to excel at the highest level
  • Facility with Excel, VBA, and SQL is highly desired
  • Bachelor's degree in finance or related field with 2-3 years of experience in financial services is preferred. Familiarity with the brokerage industry is also a plus
102

Senior Strategy Associate Resume Examples & Samples

  • Through number of means (e.g., interviews, research, pilots, etc.), articulate strategic opportunities in better serving clients
  • Scan for technology trends; assess implications to CBRE and what we should do about it
  • Analyze data around real estate markets and the operations of real estate assets across multiple data sources; provide leadership with powerful facts and analyses that outline solutions and drive change
  • Develop plans and programs for change implementation in the organization
  • Drive process re-engineering efforts alongside representatives from other business functions
  • Drive select special projects end-to-end – from outlining the type of solution through implementation, interpretation of results and internal capability handoffs
  • A minimum of a Bachelor’s degree in business administration, economics, statistics, data science or engineering; Masters or MBA preferred
  • A minimum of 5 years of professional experience involving data driven strategy, managing complex assignments and working within cross-functional teams; strategy consulting experience a plus
  • Passion for understanding business problems and trying to address them by leveraging data
  • Interested in technology and the implications it creates in the market
  • A solid team player and an independent thinker that is both curious and analytical
  • Mastery of commonly used business productivity software (e.g., Tableau, PowerPoint, Excel, Office, etc.)
  • Experience with SQL server, MS Access and similar preferred
103

Higher Education, IT Strategy Associate Resume Examples & Samples

  • Client interaction preferred
  • Knowledgeable on IT topics, including IT Strategic Planning/Assessments, IT Service Management, ITiL, IT Governance, and Information Security,
  • Understanding of business and information technology topics and trends
  • Quantifying cost reduction opportunities for an IT organization
  • Business analysis areas including business process and workflow, business requirements definition, use case development, etc
  • Consulting with or employment in higher education, healthcare, or academic medical centers
  • Project management practices and corresponding deliverables (e.g. project plans, status reports, risk / issue logs)
  • Benchmarking organizations against detailed IT staffing and spending metrics
  • Highly proficient in Visio, MS Project, PowerPoint, Excel and Word
104

Platform Strategy Associate Analyst Resume Examples & Samples

  • B.S. or B.A. in Finance, Computer Science, business or related field
  • Experience in investment services industry a plus
  • Series 7, 63 and 65 or 66 a plus
  • Proficient in Microsoft Outlook and Microsoft Office Suite: Word, Excel, PowerPoint, Access (preferred), Outlook, and Visio (preferred). Knowledge of investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, and/or similar. Knowledge of portfolio accounting and performance management software such as Vestmark, APL, Envestnet, Advent, and/or similar
  • Knowledge of investment advisory business including advisory program types
  • Knowledge of investment performance measurement methodologies, calculations, and related statistics. Strong applied data analysis skills in an investment services context. SQL and VBA experience a plus
  • Strong interpersonal and communication skills with Financial Advisors and key stakeholders throughout the organization
105

Senior Strategy Associate Resume Examples & Samples

  • Serve as a recruiting and development conduit for high potential talent
  • Identification and training of leaders on drivers of ROIC & shareholder value
  • Superior analytical, fact-based problem solving skills consistent with those methodologies employed by the leading strategic consulting and investment banking firms and/or learned from relevant consumer industry experience
  • Proven experience with building best-in-class Excel models
  • Highly effective verbal and written communication skills. Ability to synthesize and present complex ideas through succinct messaging
  • Ability to effectively work in a collaborative team environment
  • Proficient in Excel, PowerPoint, and Word
  • 1-2 years working for a top strategic consulting or investment banking firm (e.g. McKinsey, Bain, Boston Consulting Group, Goldman Sachs, Morgan Stanley)
  • Undergraduate degree in business, math, engineering, or other analytical discipline
  • Consumer packaged goods industry exposure a plus
106

Wealth Strategy Associate Resume Examples & Samples

  • Develop and execute a communications strategy aimed at clients and prospective clients
  • Market the team through a variety of channels (email, direct mail, and LinkedIn)
  • Manage public seminar campaigns
  • Maintain team web site
  • Manage prospect pipeline, assist financial advisors in client conversations including setting appointments
  • Provide support for client relationship building and business development activities. Develop and produce client appreciation events
  • Perform Client Services Associate( CSA) duties as needed to back up current CSA
107

Pricing Strategy Associate Resume Examples & Samples

  • Translate pricing strategy into pricing models across athenahealth services. Assist in development of pricing formulation across new and existing services
  • Develop and maintain price monitoring database working with Finance and Sales Operations
  • Accumulate and analyze quantitative and qualitative insight into price and economic value from across sales and client-facing athena teams
  • Develop pricing models assessing the impact of different pricing scenarios on performance
  • Craft and maintain dataset of competitive alternatives to athena services and competitor pricing profiles
  • Assist in creation of packaging/pricing enablement materials for prospect and client facing teams
  • Build, maintain relationships across athena product management to stay on top of issues, gaps, capabilities and other changes to our services
  • Manage and participate in governance across athena’s Sales and Marketing offers
  • Work closely with Sales and Account Management teams for input and feedback
  • Establish strong relationships with key Product owners, Finance, Legal teams
  • Bachelor degree (Economics, Statistics, Mathematics, Finance or another quantitative degree)
  • 2-5 years of related analytics, pricing, product management, or consulting experience; healthcare background is a plus
  • Familiarity with multiple pricing methodologies
  • Experience with competitive intelligence and/or market research
  • Crisp and clear communication and business writing skills
  • Demonstrated experience with financial modeling or data modeling, and statistical analysis
  • Advanced level skill in MS Excel (visual basic skills a plus); proficiency in Microsoft Office Suite: PowerPoint, Word, Outlook, OneNote
  • Strong problem solving skills – critical thinking is a must
  • Proven track record of success and delivering impact to the business
  • Experience working with cross-functional groups and teams to achieve common goals
  • Ability to influence both horizontally and vertically inside and outside of athena
  • Ability to prioritize and to multi-task in a face paced environment, manage several projects simultaneously, meet deadlines, and communicate potential conflicts to manager
  • Ability to be flexible and change with environment, industry, and business demands
108

Global Corporate Strategy Associate Core Strategy Resume Examples & Samples

  • Preparing detailed analyses and presentations for the CEO, Management Team and Board of Directors
  • Working with enterprise functions and the lines of business throughout the strategic planning process, and assisting with the development and coordination of the bank’s strategic planning activities
  • Driving comprehensive and in-depth company and industry research and analysis
  • Developing and maintaining detailed financial analysis including strategic, growth, diversification and financial plans
  • Four or more years of experience in Investment Banking, Management Consulting, Private Equity or Corporate Strategy
  • Financial modeling and quantitative analysis, with emphasis on strategic thinking and creativity to solve complex problems
  • Knowledge of the financial services industry, corporate finance concepts and GAAP accounting
  • Strong written and oral skills, with experience presenting to management
  • Strong work ethic, proactively manages multiple high priority projects and works effectively in a team
  • Demonstrates versatility to complete ad hoc requests under tight time constraints
109

Nyse Strategy Associate Resume Examples & Samples

  • Consulting
  • Highly experienced in working in a consultative, investment banking, investment management capital markets or other applicable industry/business
  • Degree in finance, economics, strategy or related field
  • Deep analytical skills
  • Strategic and solution oriented with a positive “can do” attitude
  • Proactive, self-motivated and reliable
  • Ability to juggle multiple priorities and to both oversee and personally deliver work
  • Pension for coaching others
  • Assertive and able to set boundaries and expectations
  • Advanced knowledge of Microsoft products like Excel and PowerPoint as well as FactSet
  • Familiarity with Cap IQ, SQL, IPREO and/or SalesForce a bonus
110

Senior Strategy Associate Resume Examples & Samples

  • Drive strategic and business development projects across the Bioenergy & Thermal Power organisation
  • Conduct analyses and decision support material for senior stakeholders
  • Identify, analyse and provide recommendations to new business opportunities for Bioenergy and Thermal Power
  • Have a completed a relevant master’s degree (economics, business or engineering) with excellent results
  • Have several years of experience, preferably from a leading management consultancy or corporate finance firm or alternatively from a business strategy role at a major international company
  • Have excellent analytical skills with the ability to translate complex problems into pragmatic solutions
  • Have strong personal impact with excellent communication and interpersonal skills
  • Have the ability to work across functions and disciplines and engage with senior management
111

Research & Strategy Associate Resume Examples & Samples

  • BS/ BA in business, marketing, economics or finance, engineering or other technical background
  • 7-8 years of post-educational working experience, preferably in strategy, market research, business analysis, competitive intelligence or related roles
  • Experience in industrial or software businesses preferred
112

Asset Management Private Bank Digital Wealth Management Digital Investing Strategy Associate Resume Examples & Samples

  • Support development of strategy and go-to-market approach for a new digital investing proposition
  • Conduct detailed analysis to assess customer demand and market for opportunity
  • Estimate customer adoption rate and revenue/cost impact
  • Identify critical path launch activities and build rollout plan
  • Develop internal and external presentations
  • Work collaboratively with partners across LOBs and functions
  • Bachelor’s degree or higher, preferably in Digital, Business Administration, Finance, Economics
  • 3-5 years of experience in financial services or consulting, preferably within wealth management and digital
  • Excellent quantitative and analytical problem solving skills
  • Proactive learner with a solid work ethic, with adaptability to work beyond standard hours during busy periods
  • Performs well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly
  • Experience with project management; attention to detail and accuracy required
  • Exceptional communication skills; must be a team player and be able to collaborate effectively across all levels
  • Must have a track record for handling confidential information
  • Expert in Excel, PowerPoint and Word
113

Strategy Associate Resume Examples & Samples

  • Location Strategy & Advisory - advocating, leading, developing, and reporting the execution of the firm-wide location strategy program – across all lines of business and functions in 300+ global locations
  • Occupancy Planning Infrastructure – The team manages the technology and processes for Occupancy planning
  • Evaluating new/existing labor markets
  • Evaluating impact of geo-political events and design of risk frameworks and mitigation strategies
  • Defining, designing and driving cost reduction initiatives (e.g. reducing fragmentation, occupancy costs etc.)
  • On-Shoring & Off-shoring analysis
  • Badge swipe analytics and workplace strategy design
  • Advise and influence stakeholders on key business decisions and change efforts
  • Plan and effectively lead LOB/ functional interviews, workshops, and focus groups
  • Delivers senior client presentations, with ability to recognize and incorporate feedback
  • Develops strong trusted advisor relationships with key stakeholders
  • 4+ years consulting experience with a top-tier management consulting firm or an internal consulting / corporate strategy team
  • Global location strategy, RE strategy, workforce strategy or financial services experience is preferred, but not mandatory
  • Highly analytical with experience in collecting, analyzing, and synthesizing data
  • Ability to structure a variety of problems and apply analytical tools to develop solutions
  • Strong stakeholder and partner management and executive-level communication skills
  • Proficient in Excel, PowerPoint and other office applications
114

Corporate Strategy Associate Director Resume Examples & Samples

  • Applying critical thinking and problem-solving skills while leading projects
  • Gathering market data through primary and secondary research and driving analysis forward
  • Presenting recommendations to project sponsors
  • Developing quantitative analysis and financial models for business plans, ventures and transactions
  • Maintaining strong relationships with professionals throughout the organization
  • Independently own and progress multiple projects with an ability to adapt as priorities evolve
  • MBA or similar advanced degree a plus
  • Outstanding academic achievement and demonstrated leadership
  • 4+ years of research and analysis experience, with prior relevant experience in asset management industry, M&A, or consulting a plus
  • Proficient in Excel modeling and analysis
  • Working knowledge of PowerPoint
  • A passion to learn, grow professionally and share knowledge
  • A desire to be part of an entrepreneurial and fast-paced team environment
115

Business Strategy Associate Resume Examples & Samples

  • Strategize with the Global Head of Sales on business and financial matters for the division
  • Act as a contact for finance, operations, legal and other internal business partners
  • Tailoring communications for senior management effectively
  • Work closely with finance in budget preparation and on-going management to targets and goals
  • Monitor expenditures and cost containment efforts
  • Prepare and deliver quarterly business reviews and presentations
  • Facilitate and implement strategic initiatives in an effort to grow and scale MSIM’s distribution effort
  • Work closely with other key MSIM contacts in all global offices
  • Identify and implement special projects that will enhance overall productivity for the group
116

Marketing & Sales Strategy Associate Resume Examples & Samples

  • Minimum 3-5 years experience in marketing strategy and/or account management
  • Experience working with multiple marketing platforms including: website, social media, print, digital media, CRM, outdoor and collateral
  • Proficient in Microsoft Office Suite and presentation development
  • Ability to multi-task and meet quick deadlines in a fast-paced environment
  • Ability to think strategically and make decisions based on data analysis, business needs and guest experience
  • Experience with building positive inter-departmental relationships to achieve results
  • Prior experience working with education and/or sports industries
  • Extensive knowledge of the Walt Disney Company and Disney Parks
  • Experience executing CRM tactics
  • Video production knowledge
  • Basic design skills (Adobe Acrobat, InDesign)
  • Bachelor’s in Marketing, Communications, or related field
117

Portfolio Management & Strategy Associate Resume Examples & Samples

  • Provide analytical support for portfolio management
  • Conduct in-depth review of portfolio MIS and analytics
  • Research business opportunities and pain points
  • Provide analytical support for retention initiatives
  • Develop proposals for executive and risk committee review
  • Maintain executive portfolio updates and dashboards
  • Provide executive support e.g. organize and host key meetings, develop executive presentations, etc
  • 3+ years in financial services; experience working with mortgage credit portfolio management or strategy
  • Ability to prioritize and work on competing priorities and deliver under tight deadlines
  • Excellent communications, organizational skills, problem solving and analytical skills
  • Proficient in Microsoft Office applications (Excel, Power Point, Word, etc.)
118

Strategy Associate Resume Examples & Samples

  • Tier 1: eBay is a firm led by some of the brightest and best talent in the market. From an intellectual and analytical perspective, these hires need to represent top tier capability. Candidates will reside in Bain, BCG or McKinsey at the moment, or have spent a good period of their early career in one of these organisations. If they are “in-house”, they will be leading strategy globally, or for Europe, for a progressive B2C organisation
  • Potential: eBay has a track record of nurturing, developing and promoting candidates into roles beyond that which they were hired to undertake. Candidates need to have the potential and drive to undertake operational, commercial or wider leadership positions within the firm, something which can happen within a reasonably short time frame
  • Breadth: whilst broadly focussed on growth, the strategy team is deployed on a range of projects including category development; consumer to consumer; shipping and logistics; and buyer / seller trust. Candidates need to demonstrate that they are adept at tackling a variety of projects and can adjust to the demands of the organisation and challenges put upon them by a wide range of stakeholders
  • Culture: candidates need to demonstrate an ability to engage and contribute at a senior level, but also to take responsibility for the delivery and execution of strategy projects. Beyond core intellect, candidates need to demonstrate a high degree of emotional awareness and an ability to work in dynamic, collaborative organisation
  • Strategy development and execution: Run complex, mission-critical strategic projects in close partnership with cross-functional teams end to end. Drive problem/project scoping, rationale/business case development and insight generation
  • Relationship Building: Develop strong working relationships with key decision makers and functional groups across eBay. Become an extended member of regional operating teams to gain a deep understanding of the business
  • Communication: Present strategies and insights to senior management and the European leadership team
  • Market & Competitive Intelligence: Develop strong subject matter expertise and share with leadership teams strategic implications for eBay Marketplaces
  • Undergraduate or Master’s degree and potentially an MBA or PhD
  • Between 2 - 4 years’ commercial experience total. A minimum of 2 years’ consulting experience with a tier 1 firm
  • Retail or consumer internet background. Good understanding of internet / ecommerce trends and passion for online & mobile business models
  • Self-starter & independent work style
  • Flexibility to travel in Europe & the USA
  • Fluent in English (verbal and written) Additional European languages (especially German) a plus
119

Strategy Associate Resume Examples & Samples

  • Degree of Impact: Potential to impact ~$1 to 2Bn (Sales)
  • Estimated Magnitude of End Results: Opportunity to improve Sales, Profit and Returns performance for Business Segment(s), Business Region(s) and/or the Corporation. Estimated magnitude will vary based on project scope
  • Size of Employee Reporting Population: n/a
  • Direct: Project-based; estimated 1-2 junior research analysts per project
  • Indirect: Project-based; estimated 5-10 employees, including Leads and Associates in commercial, operational and finance roles
  • Lead the analyses and drive end-to-end project execution
  • Develop key insights to address strategic questions
  • Collaborate with business stakeholders to gather financial data for financial analysis or to gather data on markets, customers and competitors
  • Develop financial models (e.g., DCF, market assessment, competitive benchmarking, economic impact) to inform strategic decisions
  • Synthesize and present findings / insights to Corporate Strategy Function as well as Business and Functional leaders
120

Senior Strategy Associate Resume Examples & Samples

  • Lead strategic projects, eg business unit strategies, country or segment reviews and M&A processes, often including resources drawn from multiple parts of the large organisation and group functions
  • Actively take part in forming our innovation effort, where we engage in 1) ideation and innovation culture development 2) incubation and accelerate of innovation and 3) Corporate Venture Capital
  • Support review of new business opportunities related to the future energy value chain such as distributed energy, solar power and energy efficiency
  • Conduct research and analysis of specific topics relevant to Distribution & Customer Solutions’ management and business
  • Have a master’s degree in economics, finance, engineering or a similar education with top grades, combined with relevant industry experience and/or management or financial consulting
  • Are a team player with good relationship skills
  • Have structured problem-solving skills and a strong analytical approach
  • Have flair for project management with the ability to scope and work independently
  • Have a strong skills in oral and written communication and speak and write English fluently
121

Uswa Ishares Product Strategy Associate Resume Examples & Samples

  • Minimum 3+ years of industry experience, preferably in wealth management. Additional experience with ETFs preferred
  • Knowledge of the US Financial Advisor-intermediated market is a strong plus
  • “Right side / left side” problem solver -- strategic and creative business builder with track record of managing large scale cross-functional projects
  • NASD Series 7 and 66 (or 63 & 65) required
122

Product Strategy Associate Resume Examples & Samples

  • Support Product Strategy initiatives and help drive consensus and conclusions in relation to BlackRock’s product agenda
  • Run, analyse and interpret competitor, market and fund range data to ensure our products have optimum salability (e.g. are they wrapped correctly, are they priced efficiently)
  • Actively participate in thought leadership in relation to product strategy within the team
  • Support the teams’ product development and product structuring function in relation to transforming product strategy into implementation
  • Ability to assimilate and interpret data from various sources and make recommendations using a combination of commercial judgement and analytic insight
  • Previous experience in product, corporate strategy, consultancy, investments and/or sales desirable
  • Strong communication skills with the ability to articulate complex issues and interact with other teams across the business
  • Good knowledge of asset classes, investments and distribution across a broad range of investment strategies and regions
  • Ability to successfully work as part of a team
123

Senior Wealth Strategy Associate Resume Examples & Samples

  • At least 7 years of financial services experience. Additional consideration will be given to those with advanced degrees or specialty experience
  • Bachelor degree required, master degree in finance, business administration, accounting or law preferred
  • CFP / CIMA or CFA preferred
  • Strong analytical skills and deep knowledge of investments
  • Team player with strong interpersonal skills
124

Strategy Associate, Intelligent Labels Resume Examples & Samples

  • Evaluate unmet needs in the market, market size, competitors and substitute technologies, Avery Dennison strengths and weaknesses in the market, sales channels, manufacturing capability, suppliers and financial implications
  • Conduct market research to identify unmet needs and test key hypotheses. Consists of extensive networking and market interviews, as well as library research and online research
  • Develop detailed technological requirements from customers for new products
  • Perform financial analysis of new business opportunities including sales and market share projections, P&L statements, balance sheets, statement of cash flows, NPV and IRR calculations. Carry out sensitivity analysis to identify impact of changes in key hypotheses
  • Develop strategic and tactical/business plans which effectively lead to the development of new businesses within the company
  • Assess Intelligent Labels ecosystem, including trends, growth drivers, competitive dynamics and revenue and profit pools and develop strategic implications and recommendations
  • Create compelling presentations to communicate findings and recommendations to senior management
  • Scan external technology environment for strategic alliances, business partners, potential joint venture partners, ideas, concepts, and support existing strategic partnership activities, such as joint business development activities and key joint projects
  • Develop RFID and Intelligent Label market forecasts
  • Develop and maintain competitive intelligence
  • Incorporate knowledge of the industry to partner with stakeholders to develop market right products, support materials & pricing recommendations across RFID solutions
  • Provide analytical support for customer ROI modelling, including innovating, updating and maintaining ROI model templates
  • Maintain key business financial dashboards
  • Provide analytical support to market development activities, e.g., sales trends, customer ROI analysis
125

Public Sector Strategy Associate Resume Examples & Samples

  • Organizational design
  • Training strategies, and curricula and course development
  • Developing an understanding of PwC's services, interacting with client counterparts in an organized and knowledgeable manner, and building solid relationships with clients
  • Structuring approaches to solving discrete problems, delivering clear requests for information, and demonstrating flexibility in prioritizing and completing tasks
  • Applying research and analytical skills to support thought leadership and intellectual property development. Demonstrates a proven track record of some success as a team member
  • Contributing to a positive work environment by building solid relationships with colleagues
  • Understanding individual and team roles
  • Seeking guidance, clarification, and feedback when necessary
126

CIB Municipal Market Research & Strategy Associate Resume Examples & Samples

  • Provide industry leading issuer and sector specific research content
  • Identify market opportunities based on relative value, technical, and fundamental analysis
  • Interpret evolving legislation and regulatory changes and the impact on the municipal bond market
  • 1-5 years experience municipal credit or corporate research experience
  • Proficient in Excel/Power Point
127

Strategy Associate Resume Examples & Samples

  • Participate in strategic projects where you will gather and analyse data, conduct problem solving and interviews, as well as build top-down storylines
  • Develop strategic recommendations on basis of deep analytics and a clear thought process
  • Follow, analyse and conclude on market trends across offshore wind and the energy sector in general
  • Have a master’s degree in business administration, economics or a similar degree from a technical university
  • Have an excellent analytical mind-set with both strong quantitative and problem solving skills
  • Are used to communicating complex topics in a clear and concise manner both orally and in writing
  • Are ambitious and result-oriented with a high level of drive, initiative and persistency
  • Speak and write English fluently
  • Have experience with strategy, management consulting or business development from a previous role or similar during your studies will be an advantage but not a prerequisite
128

Product Strategy Associate Resume Examples & Samples

  • Lead analysis into key performance metrics. Discover – and then quantify – drivers and levers through collaboration with internal teams and your own data analysis. Translate your findings into what is relevant at a business level, and present to internal or external stakeholders. Your analysis will help athena make important decisions about product innovations, and will help providers optimize their business by using our products effectively
  • Deliver transparency into performance via monthly reports. You will translate findings from the discovery phase above into regular root cause analysis into what is driving a metric. You will uncover and quantify issues that are driving performance up or down, and work with your internal network of product experts to suggest solutions or next steps
  • Participate in and lead substantial research and analysis projects that span a variety of topics across athena’s operations, finance, product, and performance teams
  • Develop a “trusted advisor” reputation across athenahealth. Serve as liaison to internal/external stakeholders on complex industry changes such as value-based reimbursement and the transition to ICD-10
  • Bachelor’s or advanced degree in economics, finance, computer science, business, or a similar quantitative field. (You may even be rethinking writing that PhD dissertation.)
  • Minimum of 2+ years professional work experience
  • Experience working with large datasets
  • Significant experience with a least one programming language. Willingness to learn Oracle SQL quickly and at an expert level, and to learn other programming languages as needed. Experience with or willingness to learn how to navigate the Unix environment
  • Proven ability to work both independently on projects and as part of the larger team
  • Excellent verbal and written communication skills. Ability to present findings – at a non-technical level – to internal or external stakeholders. Experience communicating results to senior level clients or colleagues
  • Healthcare experience is not required – you will learn from A-team colleagues!
129

Senior Wealth Strategy Associate Resume Examples & Samples

  • At least 5 years of financial services experience. Additional consideration will be given to those with advanced degrees or specialty experience
  • Possess Series 7 and 66 licenses, or ability to obtain within brief timeframe
  • CFP / CIMA, CFA or CPA preferred
130

Medical Affairs Strategy Associate Director Resume Examples & Samples

  • A minimum of 1 year of Oncology experience
  • A minimum of 1 year of experience working in the pharmaceutical industry in Medical Affairs, including Medical Information
  • Comprehensive Project Management IQ with proven competence in leading multiple projects simultaneously
  • Healthcare or Scientific background
  • Experience with medical review systems and processes
131

Workplace Strategy Associate Resume Examples & Samples

  • High level of multi-tasking ability in conjunction with proven organizational skills
  • Strong ability to prioritize and execute assigned tasks in a high paced environment
  • Strong interpersonal skills, team player and great at building & maintaining positive relations
  • 10+ years of Space Planning experience and managing projects, resources and renovations
  • 10+ years of working with AutoCAD 2016 and prior versions
  • Thorough understanding of CAFM/ IWMS systems and functions
  • Good working knowledge of MicroMain, MicroStation (ver 8), ArchibusFM (ver. 16.0), Centerstone, AgilQuest
  • Microsoft Office Word, Microsoft Excel, Microsoft PowerPoint
132

Wealth Advisory COO Team Business Strategy Associate Resume Examples & Samples

  • Develop and maintain channel business plans; project manage channel growth initiatives
  • Coordinate key channel processes including channel leadership committees, reviews of business results, sales management meetings, revenue budgeting and forecasting, etc
  • Communicate results and business drivers through concise business commentaries
  • Deliver presentation materials relevant to channel efforts
  • Develop quantitative analyses and qualitative research, synthesizing and presenting findings, to support business cases and drive execution on clear action steps
  • Cultivate external client knowledge through interaction with sales professionals
  • Excellent presentation (oral and written), communication and analytical skills
  • Strong self-motivation and ability to lead work streams / major projects
  • Ability to represent BlackRock in a professional manner with ability to interface directly and substantively with senior sales and business leaders
  • Familiarity with US retail advisor industry, trends and/or products preferred
133

Strategy Associate Resume Examples & Samples

  • Participate in strategic project analysis related to the strategic initiatives of AEP and its business units
  • Assist in the formulation and research of strategies and tactics to enhance customer and shareholder value
  • Provide financial and transaction support on strategic business development and transaction efforts
  • Research on corporate, SEC, FERC, and state filings as requested
  • Work independently or in a team environment on financial modeling and due diligence assignments with moderate level of supervision or guidance
  • Provide sound recommendations and guidance to clients and fellow team members to ensure the completion of work deliverables
  • Demonstrate flexibility with respect to assigned tasks and engagements due to changing deadlines, changing priorities and evolving deadlines
  • Demonstrate strong interpersonal skills backed by an enthusiastic approach and a diligent client focus
  • Demonstrate the highest standards of ethical behavior and support the Company's Corporate Compliance Policy
134

Senior Strategy Associate Resume Examples & Samples

  • Define, lead and run strategic projects where you, together with your team, will gather and analyse data, conduct problem-solving and interviews, as well as building top-down storylines
  • Develop strategic recommendations on the basis of deep analytics and a clear thought process
  • Be responsible for ad hoc requests from management; presentations, analysis and deep dives in specific topics
  • Actively take part in the coaching and development of junior team members
  • Be part of the annual strategy process to reaffirm or change the direction for Wind Power
  • Have a master's degree in business administration, economics or a similar degree from a technical university
  • Have some years of experience from a top tier management consultancy firm or a similar in-house strategy team
  • Have an excellent analytical mindset with both strong quantitative and problem-solving skills
  • Are used to communicating complex topics in a clear and concise manner, both orally and in writing
  • You thrive and are able to deliver in an environment with multiple activities with parallel and short deadlines
  • You are ambitious and result-oriented with a high level of drive, initiative and persistency
135

Strategy Associate Resume Examples & Samples

  • Your specific contributions will vary depending on your skills and experience, but could include
  • Perform analyses and support Team Leads for internal client studies with direct contact with senior executives in the organization
  • Provide analytical support to internal client
  • Support internal client teams at various stages; for example, providing a fact base, structuring and helping with issue identification and solutioning, advising on the practicalities of implementation or leading actual execution
  • Travel required: up to 20%
136

Latam Strategy Associate / VP-equity Research Resume Examples & Samples

  • Minimum of 5 years of market experience
  • Experience with economics, finance, stats and equity research is desired
  • Master’s degree is preferred
  • Must speak Spanish
  • Must possess strong analytical, verbal and written communication skills
137

Strategy Associate, Intelligent Labels Resume Examples & Samples

  • Provide analytical support for customer ROI modelling, including innovating, updating and maintaining ROI model templates ¥Maintain key business financial dashboards
  • 5+ years of related experience with similar analytical position desired, such as management consulting, corporate strategy or strategic marketing
  • Excellent financial skills, analytical skills, and business acumen
  • Skilled in communicating effectively with all levels of management on complex business issues
  • Excellent research skills
  • Excellent understanding of product and technical information
  • Excellent written and presentation skills, including developing structured presentations
  • Experience in a management consulting or strategic planning role a plus
  • Experience with B2B technologies a plus ¥BachelorÕs degree required, MBA a plus
138

Research & Strategy Associate Resume Examples & Samples

  • Bring your prior experience and industry best practices in Strategic Visioning, Foresight, Strategic Thinking and Planning to research and develop HP's point-of-view on long-term trends and how they are being driven by emerging and accelerating technology change
  • Help create and manage the annual output of the company's Megatrends work and evangelize with the company's Executive Leadership Team and key stakeholders
  • Develop and articulate high-level implications to HP and HP's Print, Compute and 3D businesses in the mid and long-term
  • Collaborate with and support Strategy team's efforts to drive Vision through to actionable near and mid-term Strategy and choice points for HP overall and HP businesses
  • Be a friend, mentor, listening, and teammate with to a team of innovative cross-disciplinary thinkers and doers who bring experience from backgrounds in engineering, business, law, social sciences, and other disciplines
  • Ability to synthesize broad fields of study and information into a cohesive, concise and persuasive view on future states at different points in the future
  • Ability to communicate abstract ideas clearly and independently, including presenting to large audiences and / or senior executives
  • Strong relationship management skills, including partnering and consulting, advising and persuading
  • Strong leadership skills, including coaching, team- building, conflict resolution, and management
  • Solid understanding of current and emerging technologies, e.g. mobility, IoT/wearable tech, artificial intelligence, etc
139

Market Strategy Associate Resume Examples & Samples

  • Monitor, distribute, analyze and report on KLAS data
  • Educate staff as needed on KLAS methodologies and processes
  • Organize KLAS pre-publication report reviews. Suggest edits as appropriate
  • Coordinate briefings as needed between key analysts and GE staff
  • Support consultant engagement efforts
  • Support workforce management competitive intelligence research and analysis
  • Performs other research related projects as assigned
  • Bachelor’s degree in business, math or sciences
  • 3-5 years of healthcare or technology experience; or equivalent combination of education and experience
  • Legal authorization to work in the U.S. is required. GE may agree to sponsor an individual for an employment visa now or in the future if there is a shortage of individuals with particular skills
  • Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment
  • Strong analytic skills and business acumen
  • Experience in data analysis and problem solving
  • An aptitude towards existing and emerging technologies
  • Experience interfacing with a diverse range of internal and external clients
  • Knowledge of healthcare industry dynamics and trends preferred
  • Proficiency in Microsoft Office with advanced proficiency in Excel, PowerPoint and Word
  • Ability to work on multiple projects while adhering to strict deadlines and producing quality work
140

Corporate Development & Strategy Associate Resume Examples & Samples

  • Provide analytical support to Managers in bank-wide planning and strategic initiatives
  • Perform competitor / industry analyses and assist with all facets of the M&A process including valuation, diligence and execution
  • Work closely with other business units within the Bank and will have overall responsibility for creating financial models and presentations that will be presented to the decision-makers of the organization
  • Create valuation/merger models with varying levels of granularity based on stage of deal. Appropriately incorporate purchase accounting adjustments into merger models and quantify impact on capital absorption levels, accretion/dilution and returns on investment
  • Work with business units and other internal diligence teams to create detailed, bottoms-up driven operating models
  • Create comprehensive output sheets to present key financial highlights on a standalone and pro forma basis to management
  • Assist business line managers with due diligence process in an M&A deal
  • Create project plans and timelines during the planning process
  • Synthesize and determine materiality of voluminous amounts of information
  • Participate and may lead internal diligence calls with bank transaction teams
  • Create customized diligence memos for transaction teams to complete. Identify key diligence items and escalate to management as needed
  • Summarize key diligence findings in presentations to be used for management briefings
  • Develop planning approaches for a wide variety of projects and actively guide the key stakeholders through the project phase for managers and business heads
  • Conduct data collection and market research related to the topic of the corporate initiatives and M&A strategy
  • Consolidate, synthesize and interpret collected information to inform key strategic decisions or expand the fact base of the bank in critical areas
  • 3 or more years of direct work experience in quantitative and qualitative analysis from an investment banking, private equity/venture capital or management consulting firm
141

ETF COO & Strategy Associate Resume Examples & Samples

  • Collate and examine existing procedures across the function, critique quality and identify, map gaps
  • Map new and existing processes and procedures, together with functional heads; work with other members of the team to propose potential changes to align with target operating model
  • Design processes to manage, monitor and drive adherence of the EMEA EII function to key risk and compliance policies and procedures e.g. AIFMD, Reverse Solicitation, Cross-Border Distribution (Safe Sell) and Sales marketing compliance
  • Deliver a self-audit framework to facilitate senior management review of adherence to procedures across business and territories
  • Work with functional heads to implement recommendations and improvements resulting from Internal Audits and Compliance Thematic Reviews
  • Develop and maintain controls in relation to effective risk management (RCSA, Conflicts of Interest, BCM, ICAAP); drive discussions around operating events and process improvements to help mitigate risk and promote a culture of compliance. Serve as point of contact to “fix” problems
  • Manage and execute specific projects related to the effective governance of the business including potential changes to the business operating model
  • Develop and manage the relationship with key partner functions including, Legal, Compliance, Risk & Quantitative Analysis (RQA) and Internal Audit
  • The successful candidate may also assist with additional COO responsibilities including tracking and reporting of financials, headcount, market data, progress against strategic plans and business budgets, coordinating operating plans, and conducting analysis and reports as requested for regular updates and business reviews
  • COO, Audit, Operational Risk, Legal or Compliance background / experience preferable
  • Broad knowledge and understanding of the asset management industry
  • Must have strong attention to detail with the ability to read and digest volumes of complex information, summarise and contextualize it within a broader framework and identify gaps/areas for further investigation
  • Previous experience designing and implementing risk, regulatory and legal control frameworks is preferable via TOM (Target Operating Models) and SOPs (Standard Operating Procedures)
  • Interpersonal skills: ability to engage diverse set of stakeholders, understand their viewpoints, build long-term relationships and create a collaborative and inspirational environment within the team
  • Process management: Efficiently manage project processes, navigate tradeoffs and effectively manage own and other’s time
  • Self-starter with high energy, motivation a commitment to excellence and broad interest in business management principles
142

Strategy Associate Director Resume Examples & Samples

  • Oversee media strategy and plan development and budget
  • Managing the process and procedure for client set up, billing and all administrative functions
  • Evaluating, identify and sizing media target based on client brief
  • Responsible for developing and executing strategy for the functional area
  • Evaluating composition of a wide range of media vehicles to determine which would most effectively reach the target audience
  • Presenting recommendations to account service and clients
  • Maintaining strong relationship with key clients
  • Supervising, training and developing skills of Assistants and Supervisors by managing workload, delegating responsibilities and checking work for accuracy
  • Provide job performance feedback to subordinates and make recommendations to management
  • Providing staffing recommendations and daily supervision to all accounts
  • Performs under immediate supervision, using established procedures to accomplish assigned tasks
  • Resource for others in resolution of complex problems/issues
  • Minimal supervision, relies on advanced experience/judgment
  • Number of Direct Reports: 1-3
  • Number of Indirect Reports: up to 5
  • Communicates With: Internal: Partners with other Strategy members, Strategic Resources, Activation Partners, and Finance. External: Responsible for fostering positive client and vendor relationships, as well as inter-agency relationships
  • Limited Accountability for overall unit budget
  • Minimal supervision, relies on experience/ judgment
  • Excellent organizational, interpersonal and quantitative/analytical skills
  • Strong client presentation skills and business writing skills
  • Demonstrated expertise in strategic planning
  • Detail-oriented and proven ability to thrive in a fast paced environment
  • 5+ years media planning experience including 2 years in a management capacity
143

Strategy Associate Resume Examples & Samples

  • Support development and analysis of new growth opportunities
  • Monitor implementation and performance of new and existing growth strategies and products through customer usage, revenue tracking, etc
  • Support development and analysis of product/content enhancements in existing practice areas to support retention
  • Coordinate customer research projects, generating insights and shaping product and content strategy
  • Perform market and data analyses to inform product enhancement decisions
  • Assist in development and implementation of an annual content planning & market validation process
  • Support the development of business cases to fund product enhancements, process improvement and business growth initiatives
  • Maintain databases and tracking and progress charts for growth initiatives and research projects, etc
  • Develop knowledge of our products, customers, and market/industry trends
  • Other projects and tasks as assigned
  • Monitor performance of new products and enhancements
  • 4+ years of experience in a business strategy or editorial product development role, or related experience in an online legal or financial tech/publishing company
  • Knowledge of the legal industry and needs of practicing attorneys
  • Experience developing clear, concise and compelling presentations (PowerPoint)
  • Experience with Excel and other Microsoft software
  • Some business strategy experience preferred (e.g., corporate strategy, product management)
  • Ability to think strategically and find creative solutions to problems
  • Ability to transform business objectives and new product strategies into actionable plans and accountabilities
  • Strong team player who understands consensus and works toward the success of the team and organization
  • Strong technical aptitude with ability and desire to learn relevant new technologies
  • Ability to build effective working relationships with members of team and partner organizations
  • Good written and oral communications skills able to converse with many levels of the organization
  • Able to work with product, editorial, data and marketing teams (including segment partners) in a collaborative manner to achieve positive results
144

Prospect Strategy Associate Resume Examples & Samples

  • Utilize various database subscriptions and software tools to gather, organize, analyze and present data retrieved from internal and external sources
  • Interpret detailed legal, financial, technical and trade documents and journals such as court and tax records, annual reports, SEC filings, real property files, etc. to help identify potential donors and their capacity to give a philanthropic gift
  • Prepare executive-level professional confidential research reports, briefings, event briefings and information packets on individual, corporate and foundation donor prospects
  • Proactively and independently plan and execute creative strategies to identify sources of major gift support using research techniques and electronic screening methodologies to ensure that fundraising initiatives have sufficient prospects to meet fundraising goals
  • Maintain a thorough and rigorous archival database of research, briefing, background and proposal materials for all top prospects identified
  • Adhere to a code of ethics to protect the University of Massachusetts' prospects and donors
  • Follows the University's best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population
  • Demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, propensity and relationships among individuals, corporations and foundations
  • Superior writing skills
  • Ability to interpret and translate financial data to evaluate gift capacity
  • Excellent oral and interpersonal skills, including diplomacy, required to function effectively among campus fundraisers, high level campus administrators, volunteers and other constituencies
  • Some knowledge of tools, systems and resources involved in information research
  • Ability to multi-task, manage multiple priorities, and meet all deadlines and goals
  • Ability to pay meticulous attention to detail
  • Computer skills (Word, Excel, Advance prospect/donor database systems)
145

Corporate Strategy Associate Code Resume Examples & Samples

  • Essential Duties and Responsibilities
  • Synthesize recommendations on financial planning and marketing strategies
  • Assist in developing and strategizing financial models
  • Direct involvement in company and industry research
  • Conduct analysis and keep track of data internally
  • Analyze and determine key insights from key business drivers, competitive environment, trends and operating metrics
  • Contribute to complex projects for senior leaders by quickly understanding context and developing a prioritized approach for resolution
  • Execute sophisticated quantitative analyses and advanced modeling which translates data into actionable insights
  • Communicate initiative findings to senior leaders by preparing polished presentations and identifying key takeaways
  • Contribute to larger corporate initiatives both on an on-going basis and on an ad-hoc basis
  • MBA, CFA, CPA or undergraduate degree with a focus on Business, Mathematics or other quantitative fields
  • 3-5 years of experience in investment banking or related field
  • Outstanding proficiency in financial statements and accounting
  • Strong work ethic, driven and passionate about corporate strategy development
  • High intellectual curiosity, a strong work ethic and a team player mentality
  • Resourceful with the ability to take initiative and ownership of projects with autonomy
  • Excellent writing and communication skills, strong attention to detail
  • Strong PC skills specifically Word, Excel, PowerPoint
  • Strong teamwork and interpersonal skills with positive attitude
  • About Super Micro Computer, Inc. Supermicro® (NASDAQ: SMCI) is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyperscale, HPC and IoT/Embedded customers worldwide. We are the #5 fastest growing company among the Silicon Valley Top 50 technology firms. Our unprecedented global expansion has provided us with the opportunity to offer a large number of new positions to the technology community. We seek talented, passionate, and committed engineers, technologists, and business leaders to join us
146

Strategy Associate, Core Food Resume Examples & Samples

  • Promotes a successful attitude, confidence in leadership, and teamwork to achieve business results
  • Communicates recommendations that demonstrate cross-functional strategic thinking and drive an initiative to conclusion; develops strong working relationships with cross-functional partners related to project work
  • Creates and develops structured executive-level presentations which detail project scope, analyses and recommendations
  • 2-4 years of experience
  • 2+ years of financial analysis, data analysis and modeling
  • 2+ years of developing and delivering presentations
  • Strong analytical ability
  • Excellent presentation and written communication skills
  • Advanced skills in Microsoft Word, Excel and PowerPoint
  • Ability to simplify and structure complex and ambiguous problems
147

Asset Management, Product Strategy, Associate Resume Examples & Samples

  • 3+ years financial services experience (preferably dealing with Asian markets), with a significant focus in product management, analysis, and strategy
  • Quantitative & Analytical skills with attention to detail, problem solving, and communication
  • Strong work ethic / team player who is intellectually curious and recognizes when to ask for assistance
  • Project management skills and ability to manage competing priorities / deadlines
  • Highly motivated and self starter
  • CFA or CAIA strongly preferred; SFC License to sell or equivalent in local markets
  • Proficiency in Morningstar Direct and eVestment
148

Strategy Associate / Analyst Resume Examples & Samples

  • Bachelor Degree and 2 years of experience in strategic planning, research, project management, product administration, product operations or relevant health care industry
  • Project management skills; strong organization, prioritization and problem solving skills
  • Experience interacting with personnel of multiple departments and at various levels in the organization
  • PC proficiency to include MS Office products
149

EII Global Strategy Associate Resume Examples & Samples

  • Working with senior EII management to determine strategic objectives and how to best execute upon them (considering both organic and inorganic opportunities)
  • Supporting specific strategic initiatives and projects that promote the implementation of EII’s long-term strategy
  • Evaluating business opportunities globally, including acquisitions, partnerships and JVs
  • 1 – 3 years of experience in asset management, investing/private equity, consulting or investment banking
  • Ability to clearly articulate ideas, both written and oral, to internal and external audiences across levels of seniority
150

Business Strategy Associate Resume Examples & Samples

  • Has experience working with customer analytics, campaign analytics, forecasting, reporting and optimization
  • Has experience building financial models, conducting market research and customer discovery
  • Has solid quantitative and qualitative analytical skills
  • Is self-motivated, multi-tasks, and manages time effectively
  • Has strong interpersonal and communication skills and is comfortable dealing with people at all levels
  • Has strong knowledge of Google Calendar and Drive
  • Is an MBA candidate or recent graduate from an accredited university
151

Marketing Strategy Associate Resume Examples & Samples

  • Drive annual business results by supporting development of marketing programs that incorporate strategic planning, critical thinking, analytics and innovation
  • Champion development of integrated marketing communication plans
  • Manage consumer direct marketing efforts targeting all key audience segments including Locals, domestic/international tourists, as well as growth segments
  • Establish and maintain an understanding of marketing trends in the Travel & Leisure space
  • Provide creative feedback to ensure flawless execution of tactics
  • Demonstrated marketing skillset to inspire and lead strategic input and drive innovative communication planning
  • Strong analytical skills and the ability to work with complex data sets
  • Demonstrated ability to manage a high-volume of tactical work
  • Strong knowledge and familiarity with social media platforms and digital marketing
  • Demonstrated goal orientation and agile response to evolving needs
  • 2-3 years of consumer marketing experience
  • Computer proficiency (Power Point, Excel, Word)
  • Experience in multicultural and/or international marketing
  • Previous work experience in Brand or Consumer Marketing, Marketing Strategy, Digital Marketing, CPG Marketing, Advertising Account Management
152

Technology Recovery & Resolution Strategy Associate Resume Examples & Samples

  • Interfacing with and coordinating activities across multiple project work streams spanning all lines of business, functional areas, and geographies. These work streams cover a multitude of discrete Resolution processes and deliverables
  • Assume ownership for assigned Resolution Plan components and interface with resources across the Firm to ensure successful delivery of assigned plan components
  • Perform data analysis to support Resolution plan content creation and to support management presentations for key committees including the Resolution and Recovery Executive Steering Committee, regulatory bodies, and others
  • Ensure accuracy and quality of assigned deliverables through validating consistency of data and analysis across plans, performing periodic quality reviews to ensure deliverable quality, and engaging with firm-wide quality assurance and audit teams as required
  • Lead Resolution plan enhancement initiatives, as required, through developing relationships across the organization, collaborating to define required work, and driving change as necessary to support effective delivery of identified plan enhancements
  • Track and manage enterprise project deliverables (e.g., status trackers, change logs, etc.) and perform associated project control functions (e.g., project risk management, schedule management, etc.) as required to support successful delivery of assigned plan components
  • Oversee project documentation, proactively identifies changes in work scope, and ensures timely updates to relevant knowledge bases and central repositories
  • Develops and maintains knowledge of current regulatory requirements, Firm Resolution strategies, and evolving requirements
  • LI-POST
  • Strong ability to develop and maintain effective working relationships across a broad organizational landscape in order to ensure alignment of teams to Resolution program objectives
  • Ability to take ownership for assigned deliverables and to proactively manage deliverables to timely completion (escalating when appropriate) in order to ensure objectives are met
  • Strong qualitative and quantitative analytical skills including the ability to manipulate large amounts of data, the ability to leverage Excel features such as pivot tables and macros to analyze and summarize data, and the ability to clearly draw appropriate conclusions and present findings from data analysis
  • Strong presentation, written and oral communication skills including significant experience creating presentation content for senior audiences and conveying succinct analysis and conclusions in presentation materials. Strong PowerPoint skills required. PitchPro experience a plus
  • Working knowledge of project management and competency in project management process (e.g., planning tasks, allocating resources, risk management, issues management, monitoring, controlling, and reporting, change management, etc.) and a technical background sufficient to understand and administer project management and document management systems (e.g, Clarity, SharePoint, Wdesk, etc.)
  • Previous experience in the Operation (OADP), Corporate (CADP) or Consumer (CLDP) programs would be beneficial but not required
  • Bachelors' degree required
153

Strategy Associate Senior Resume Examples & Samples

  • Creation of product and business development strategies to enhance the portfolio of credit solutions to small business customers
  • Development of core product features, customer experience, marketing and go-to-market approach for new or expanded credit solutions
  • Execution / oversight of pilots to launch and test new credit products or partnerships
  • Monitoring results of pilots based on performance, customer and field feedback and operational insights
  • Leading problem-solving across functions (with a focus on executing the business vision)
  • Helping to manage external partner engagement
  • Preparing updates for senior management
  • Gain experience in product development, pilot/test launches, and partnership strategy / partner management
  • Develop expertise in a variety of functions and business areas
  • Advance to other roles in the company
  • Executing against strategy and product development (end-to-end)
  • Ensuring work aligns to the overall project objectives and JPMC strategic priorities