Team Associate Resume Samples
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Team Associate Resume Samples
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SM
S Mayer
Shanie
Mayer
724 Rocky Cliff
Dallas
TX
+1 (555) 937 0788
724 Rocky Cliff
Dallas
TX
Phone
p
+1 (555) 937 0788
Experience
Experience
Phoenix, AZ
One Team Associate
Phoenix, AZ
Fadel-Casper
Phoenix, AZ
One Team Associate
- Document project activities clearly and concisely to provide comprehensive project history in workflow management system
- Provides input and recommendations on process improvement
- Assist clients in reservation support for meeting rooms and workspaces
- Accepts catering deliveries and reconciles order against delivery; assists with set-up
- Completes regularly scheduled office space walks with checklist, and creates service tickets to report areas requiring attention
- Provide check in, check out and reservation support and troubleshooting to local staff and guests
- Coordinate work with other national and local teams virtually and in person
Detroit, MI
Valuation Control Team, Associate
Detroit, MI
Haley Group
Detroit, MI
Valuation Control Team, Associate
- Assist in the continued development and testing of proprietary technology platforms supporting valuation control, analysis, and reporting
- Monitoring and overseeing activities performed by the firm’s Pricing Team
- Continually review and improve processes to achieve maximum efficiency and effectiveness
- Overseeing valuation vendors and data providers
- Providing excellent service to clients related to valuation activities
- Ensure proper analysis, escalation and resolution of exceptions arising in the daily valuation process
- Producing of IM Valuation Committee, Advisory Board, and Fund Board valuation reporting
present
Philadelphia, PA
Client Onboarding Transformation Team-associate
Philadelphia, PA
Lowe-Gorczany
present
Philadelphia, PA
Client Onboarding Transformation Team-associate
present
- Assist in developing training decks for both onshore and offshore teams Conduct quarterly refresher trainings
- Perform quality checks for compliance with project and quality managements standards
- Participate and provide results for UAT testing within automated tools such as CTI’s tax form resolicitation function is providing accurate information
- Develop and define Client Onboarding policies and procedures within current KOPs
- Work with various audit teams to pull data and explain process during internal / external reviews and RO attestation process
- Assist to identify and resolve project related issues and challenges
- Work with IT to pull data and run analysis to meet criteria for reporting purposes and scoping remediation populations
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
University of Oregon
Bachelor’s Degree in Integrity
Skills
Skills
- Good knowledge of Financial Systems used at Quintiles
- Strong planning, team work and organizational skills
- Strong software and computer skills, including MS Office applications
- Extensive knowledge of MS Excel
- Very good communication and interpersonal skills
- Ability to handle conflicting priorities and effectively manage multiple tasks and projects
- Ability to establish and maintain effective working relationships with coworkers, managers and clients
- Results and detail-oriented approach to work delivery and output
- Excellent customer service skills
15 Team Associate resume templates
Read our complete resume writing guides
1
Operational Risk Framework Team Associate Resume Examples & Samples
- Bachelor’s degree required; economics, finance, business or another analytical discipline preferred. Master’s degree is a plus
- A solid understanding of risk management concepts such as statistics, stress testing and scenario analysis
- A general understanding of regulatory capital frameworks, such as Basel 2 and Basel 3
- Strong interest in financial services and risk management
- Excellent communication skills, both verbal and written, and an ability to present ideas concisely and persuasively
- Ability to work on challenging assignments in a dynamic environment, synthesize information, distill relevant facts and reach logical conclusions
- Demonstrated ability to: prioritize competing responsibilities, work under pressure, meet challenging deadlines and can build and maintain effective business relationships
2
Improvement & Turnaround Team, Associate Resume Examples & Samples
- Helping to accelerate critical projects
- Assisting in turning around problem situations
- Identifying, vetting, and pursuing cross-business opportunities involving technology
3
CIB F&BM Treasury Controllers Team-associate Resume Examples & Samples
- Engage on quarter-end related deliverables in partnership with RWA reporting teams. Demanding quarter-end process includes: attestations for earnings release and external filings such as Pillar III, FFIEC 101, CCAR/DFAST, and 10Q
- Support the ambitious technology agenda for RWA reporting projects for CIB Treasury Capital Controller Team. For example, internal RWA Reporting and building out explain and attestation tools in CIB and Corporate technology systems
- Own certain RWA risk stripes (for example, Equity Investments) including implementation of new rules and policies, controls and attestation requirements for CIB, quarterly and monthly adjustments and reporting, process improvements, and ad hoc queries and analytics required for various stakeholders
- Integrate revisions to attestation and reporting requirements for external filings as the firm implements new Basel III rules
- Represent CIB on various Corporate projects, RCMO, Technology, and CFR led, as integrate new Basel framework
- Improve current processes from reporting to data capture: controls, operational efficiencies, data quality, reg policy implementation, and strategic technology initiatives. Drive operational change
- Own projects in the CIBT RWA Controllers project portfolio, for example, changes to CIB RWA incentives structure
- Liaise with LOB Controllers to socialize Corporate Basel agenda to CIB Finance organization
- Own Ad hoc requests and analysis for various stakeholders including Senior Management
- Partner with other CIB Treasury teams to forward the CIB Treasury Agenda
- Bachelor’s degree or the equivalent in Accounting, Finance, Business Administration or related field plus 3 years of experience in Accounting, Finance or related experience
- Excellent Excel and Powerpoint skills
- Familiarity with internal JPM systems a plus (Paragon, FDW)
- Fastidious attention to detail
- Strong teamwork and communication skills
- Excellent Excel skills
- Ability to handle multiple tasks simultaneously and efficiently
- Quick to learn a flex to rapidly changing rules
4
Rcsa Central Team Oversight & Control Methodology Team Associate Resume Examples & Samples
- Contribute to the overall development of various RCSA key initiatives and goals by participating throughout the key initiative’s implementation project lifecycle
- Maintain awareness of significant changes impacting the business, both internally and externally, to ensure timely integration with the RCSA Program if needed
- Act as a point of contact for RCSA leads throughout the business and region
- Partner and develop a positive working relationship with Control Team members and other business partners to maintain an open environment for collaboration, risk identification, and remediation
- Provide cross-functional support on initiatives managed by other members of the RCSA Governance & Reporting team. And, also providing support on existing projects/programs (RCSA Practices Playbook, Enterprise Programs, etc.)
- Support other groups within the Corporate Central RCSA team to ensure timely delivery of inquiries requested by LOBs/Functions
- Bachelor's degree and minimum 5 years in the financial services industry; including background in controls, operational risk management, audit, compliance, or controls
- Recent history of successfully implementing a Firmwide/LOB program and/or project
- Experience working with an operational risk framework is strongly recommended
- Ideal candidate should also
- Be a self-motivated and confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
- Be a collaborative team player able to develop meaningful and effective working relationships with fellow colleagues
- Have strong analytical and documentation skills, as well as orientation to details
- Be able to manage multiple assignments and meet tight deadlines within a team environment
- Have excellent organizational skills
- Provide sound business judgment and objectivity when necessary
- Be a flexible and creative thinker
5
GIM AM Risk Administration Team Associate Resume Examples & Samples
- Directly work with the GIM Business Management to maintain the overall GIM CRO project list with associated deadlines, status ratings and owners
- Support the centralization of GIM Risk related activities, optimize production through standardization and automation to ensure consistency across GIM
- Support in the coordination of senior GIM Risk committee agendas as well as drafting and distribution of meeting minutes
- Help identify weaknesses, gaps and opportunities for improvement across all aspects of the GIM Risk operating model including process efficiencies and technology enhancements across all GIM Risk stripes
- Work collaboratively with different GIM Risk members to understand current processes, MIS applications and organizational structure; plan, manage and execute changes where applicable
- Self starter, high energy and motivated to innovate and problem solve
- Ability to take initiative, analyze, summarize, and communicate effectively both in writing and orally
- Ability to form relationships and build a network throughout the GIM organization
- Strong attention to detail and ability to self-manage time
- Capable of connecting the dots across related projects and identified gaps
- Ability to prioritize alternative solutions, drive results and influence in a diverse environment
- Forward thinking and able to anticipate business and project needs before they arise
- Knowledge of Asset Management including a high level understanding of the products and services, especially those within GIM
6
Market Risk Central Team Associate Resume Examples & Samples
- Participate in the design and review of controls in the end-to-end process, including documenting existing control functions and process flows designing new controls, and reviewing ongoing control metrics
- Review and document operating model, including roles and responsibilities, across the end-to-end market risk rule implementation
- Assist with the implementation of the Significant Subportfolio governance and operating model, including collating and analyzing technical documentation and metrics on VaR, PNL, model usage, and materiality
- Prepare presentations on control status and metrics
- 4 years or relevant experience in a Risk, Finance, Control or Audit capacity
- Experience with processes and activities in market risk or trading book risk management
- Ability to multi-task, work well under pressure with commitment to deliver under tight deadlines
7
Direct Lending Team Associate Resume Examples & Samples
- 2+ years of relevant Investment Banking or Leverage Finance experience
- Bachelor’s degree from a first-tier institution
- Solid understanding of Financial Statements and Metrics
- Solid analytical skills
8
Analyst Solutions Team Associate Resume Examples & Samples
- Answering accounting, modeling and valuation questions from equity analysts and clients
- Implementing and maintaining valuation and modeling best practices to enhance the quality of Research financial models
- Working with analyst teams to avoid and resolve issues with their financial models and model data
- Coordinating regional and global research projects
- Creating and improving analytical tools powered by ModelWare and third-party data sources
- Conducting one-on-one and small group trainings covering financial statement modeling and ModelWare best practices
- Leveraging the ModelWare platform to create investment analysis content
- Performing data analysis for Research management
- Bachelor’s degree in accounting; finance coursework a plus
- CPA and/or CFA preferred
- Advanced level of excel proficiency is expected and required
- Must have exceptional written and oral communications skills
- Position requires strong working knowledge of US GAAP and IFRS
- Experience working with equity valuation & financial models a plus
9
IMD, Gsam, Management Team, Associate Resume Examples & Samples
- Working closely with the senior members of the COO/Management team to develop key strategic support initiatives for our sales channels in GSAM
- Assist in the coordination and management of global projects and initiatives
- Coordinate with sales, product teams and the EMEA Executive Office to prepare presentations for senior management
- Work closely with IT on distribution led projects on a regional and global basis
- Participate and contribute to internal strategy meetings
- Work alongside sales people and a global project team on client training initiatives
- Produce regular and ad hoc management reporting and financial analysis
- Minimum of 4 years of experience in the asset management industry required
- Asset management Institutional sales experience required
- Experience in management reporting and producing business metrics required
- Experience in design, roll out and delivery of client training initiatives needed
- Appetite to provide support and get involved in all aspects of the diverse role of the team
- Demonstrable experience of identifying areas of continuous improvement, automation and scalability needed
- Ability to communicate clearly and concisely, oral and written
- Strong analytical skills a necessity
- Good commercial instincts
- Self-starter
- Computer software abilities including spreadsheets, graphics and word processing
- University graduate or equivalent required
10
IMD, PWM, Global Management Team, Associate Resume Examples & Samples
- Facilitate and manage cross-functional efforts on a variety of strategic initiatives and special projects related to business
- Build financial models and apply qualitative assessments to complete in-depth analyses on different facets of the business,
- Minimum of 3 years work experience in the Financial Services sector
- Strong analytical skills and exceptional attention to detail
- Ability to analyze complex issues and to manage them through conclusion
- Strong teamwork skills and ability to work with a wide user group in different regions of the world
- Ability to work under pressure and to deliver under tight deadlines
- Self-motivated and confident when dealing with people from all areas of the firm
- Strong organizational skills and ability to work independently
11
GS Bank, Management Team, Associate Resume Examples & Samples
- Work as part of an integrated team that supports the senior management of the Bank
- Lead and drive projects and deliverables for a wide range of initiatives, including creating presentations for senior internal audiences and for external parties
- Manage and implement certain corporate governance components of the Bank, including the operations of the Bank’s key committees and working groups
- Oversee, implement, and maintain the framework for designating and supervising Bank employees
- Serve as the primary point of contact for Human Capital Management regarding hiring, compensation, promotion decisions, and “Covered Employee” requirements
- Coordinate the Bank’s Business Continuity planning, including employee training, contributing to the formation of the Plan, and coordinating with firmwide and divisional BCP teams
- Oversee the implementation of the Bank’s policies regarding office locations, required employee absences and personal trading of employees
- Manage the compilation and production of weekly reporting for the Bank’s CEO and other senior management
- Work closely on GS’ global Bank strategy across the firm’s various international bank entities, coordinating with different internal stakeholders across regions and departments
- Responsible for overseeing and implementing the Bank’s internal communications strategy
- Maintain and manage the Bank’s internal and external websites
- Monitor news flow on bank regulatory matters and other issues of interest to Bank management
- Strong project management skills and ability to work on multiple projects with a high attention to detail
- Ability to interact and build relationships with people from different departments and levels of seniority
- Resourceful, self-starter, with excellent analytical, critical thinking and creative problem-solving skills
- Detail-orientation, with outstanding organizational and follow-up skills
- Able to take initiative on unstructured assignments
- Focus on idea generation and developing new and innovative processes and solutions
- Exceptional written and oral communication skills
- Excellent interpersonal skills and a desire to work in a team oriented environment
- Proficiency in Microsoft Office: PowerPoint, Excel, and Word
12
Cib-credit Risk Natural Resources Credit Team Associate Resume Examples & Samples
- Strong credit skills. The candidate has to be able to lead in depth due diligence processes and coordinate and produce concise and insightful credit memos with clear recommendations, which will be the basis on which credit decisions are made
- Familiarity with and understanding of loan documentation, including LMA standard and key ISDA/CSA documentation
- Close working relationships at multiple senior levels with a variety of areas within the Corporate & Investment Bank, including Coverage/GCB, product specialists (DCM, ALF, Trade, TSS), Markets (Derivative Sales), Capital Markets and M&A
- Prime responsibility for the pro-active management of exposure to a portfolio of names
- The role demands coaching and development of junior team members
- Self starting, independent of thought and adaptable to change given the unpredictable nature and timing of work flow
- Must demonstrate first rate analytical and credit skills/judgment, with an intensive 'hands on' approach to digging into the details of credit and structure
- Be able to establish credibility and trust with clients, Coverage/GCB, product specialists and credit executives, and to partner with them effectively
- Previous experience of reviewing and commenting on loan documentation/core corporate derivative documentation
- First rate project management skills and demonstrable end to end ownership of work/projects
13
Cib-credit Risk-sub-saharan Africa Credit Team Associate Resume Examples & Samples
- Structuring, negotiating and documenting new transactions including syndicated loans, bilateral loans and complex derivatives
- Facilitating flow business by establishing documentation and maintaining limits for trade finance and derivatives (eg interest rate swaps, FX, Repos, commodities)
- Project managing the execution, closing, funding and syndication of transactions
- From a credit and agency perspective managing all amendments, waivers and structural changes on transactions
- Restructuring and management of stressed credits, working closely with the bank’s Special Credits Group
- Ongoing credit relationship management of portfolio clients
- Leading the responsibility for taking approvals to the credit executive, including the more complex transactions, deal amendments and
- Leadership in credit management, working alongside Credit executives and CCM bankers
- Pro-active portfolio management
- Working effectively and developing more junior CCM bankers on transactions
- Working with IB coverage officers, Corporate Bankers and product groups (FX, Derivatives, Debt Capital Markets and Commodities) in conjunction with live transactions
- Becoming an expert on the region: keeping up to date with the political and macroeconomic environment as well as having an in-depth knowledge of clients in the portfolio
- Working with credit industry specialists in London
- Leading the documentation of new transactions and amendments to existing transactions in conjunction with legal counsel. Maintaining connectivity with Credit colleagues to stay aware of overall market developments, best practices as well as training and development
- Traveling to meet clients in country
- Demonstrate strong credit skills and judgment
- Have strong knowledge of transaction structures, documentation and banking products sufficient to lead the execution of new deals and amendments, including the most complex ones
- Strong interpersonal skills. Be able to establish credibility and trust with clients, product specialists and credit executives, and to partner with them effectively
- Ability to think laterally around risk, particularly outside of credit risk
- Relevant experience carrying out a similar position/function in a comparable environment
14
Cib-dividend Reconciliaiton Team-associate Resume Examples & Samples
- Receive in dividend announcement information from various vendor sources
- Balance record date position for each dividend payment
- Review various daily reports for dividend announcement and payment reconciliations
- Collect any funds due the firm from outside sources: either from sub-custodians or counterparts that owe funds on failed trades or stock lending claims. (Claims processing)
- Process stocks borrow claims received from various lenders. (Claims processing)
- Process tax relief elections at DTC - this allows eligible clients to receive DTC eligible dividend payments with a lower tax withholding
- Reconcile all dividend payments with a payable or receivable balance
- Identify and collect funds on any debit balance
- BA or BS is required; Accounting or Finance a plus
- Series 99 Preferred
- Good communication skills needed to work with colleagues and other departments within the firm, as well as with outside sources
- Strong organizational skills and ability to multi task in high volume scenarios and in time sensitive situations without constant supervision
- Excellent team player who can create and maintain excellent working relationships with other teams
- Proficiency in providing customer service
- Knowledge/Experience to determine correct course of action when encountering issues, such as determining who to contact, Front Office, Legal, Credit, etc
15
Wealth Management Branch CFO Team-associate Resume Examples & Samples
- Work across Wealth Management Business and Finance teams to develop, analyze, and execute on both revenue and expense budgets
- Host monthly financial review calls with branch and complex managers for the Eastern division
- Interface with all product areas in Wealth Management to assist with the analysis and formation of revenue budgets involving both client and FA segmentation in the design
- Identify trends and risks in the various client segments of our business, working closely with division COO teams and Sales Management organization
- Proactively address areas of focus and produce persuasive, data-driven arguments to support senior management
- Microsoft Office skills with experience creating financial models and working with large data sets
- Excellent interpersonal skills and the ability to interact with various areas of corporate structure including senior management levels
- Self-starter with an ability to work in a fast paced, team oriented environment
- Ability to quickly learn and apply knowledge of proprietary software systems
- Existing knowledge of Business Objects (or any BI tools) and Hyperion Essbase a plus
16
Wealth Management Branch CFO Team-associate Resume Examples & Samples
- Assist with Finance projects related to Management Reporting and transparency, focusing on branch and regional performance indicators
- Manage reconciliations for daily branch manager dashboard, daily controllable metrics management and reporting environments
- Work closely with business development management team, constructing reports and managing data for product and advisor performance tracking
- Support Budget, Forecast, and reporting processes for Wealth Management while working across a variety of business and product area teams
- Manage branch hierarchy, collaborating with HR department, Operations, and business management department
17
MBD, Federation Team, Associate Resume Examples & Samples
- Administering a series of private funds and other similar accounts managed by MBD
- Monitoring and maintaining compliance with credit facilities
- Preparing/writing investor correspondence and related analyses
- Reviewing financial statements and working with accountants to resolve questions
- Tracking/reporting detailed performance metrics
- Responding to ad hoc requests and preparing analyses for same
- Additional responsibilities will be based on the needs of the division and the candidate’s specific skills
- Bachelor’s Degree in Accounting, Finance or other business discipline
- Minimum 3 years related work experience (2 years of public accounting experience preferred)
- Strong analytical skills and detail orientation
- Strong interpersonal and communication skills, oral as well as written
- Strong coordination and organizational skills
- Ability to multi-task, meet tight deadlines and handle stressful situations
- Ability to work independently in a small team, exhibit initiative and be proactive
- Ability to organize and analyze large volumes of information
- Team player, willing to help in areas not explicitly related to job duties
- Comfortable working with a manager in a remote location
- Comfortable working in a fast-paced, high-energy environment
- Strong Excel, Word, PowerPoint skills
18
Team Associate Resume Examples & Samples
- Excellent organisational and administrative skills
- Strong customer and stakeholder focus
- High attention to detail and the ability to work autonomously at times
- Computer literacy - Word, Powerpoint, Excel etc
19
Client Onboarding Transformation Team-associate Resume Examples & Samples
- Review and understand new regulatory requirements and identify impact requirements to Client Onboarding
- Perform quality checks for compliance with project and quality managements standards
- Assist to identify and resolve project related issues and challenges
- Develop and define Client Onboarding policies and procedures within current KOPs
- Assist in developing training decks for both onshore and offshore teams Conduct quarterly refresher trainings
- Implement remediation process of client accounts in line with regulatory requirements where non compliant
- Review and QA sample of accounts to ensure regulations are being implemented correctly prior to year end withholding and reporting
- Produce and report account status data and MIS to tax operations
- Work with IT to pull data and run analysis to meet criteria for reporting purposes and scoping remediation populations
- Work with IT to reconcile data quality issues for year end reporting
- Work with various audit teams to pull data and explain process during internal / external reviews and RO attestation process
- Coordinate ad hoc project deliverables
- Participate and provide results for UAT testing within automated tools such as CTI’s tax form resolicitation function is providing accurate information
- Must have new client adoption knowledge
20
Defined Contribution COO Team Associate Resume Examples & Samples
- * * * * * *
- Own complex work streams and deliverables (sourcing information from partners, data manipulation/analysis; build presentations to present findings, commentary and insights)
- Engage with stakeholders across the firm to drive business initiatives
- Identify needs / gaps in USCA DC business capabilities and drive development and execution of solutions
- Become a valuable “turn to” resource to the USCA DC executive team for information on business metrics, progress towards achieving objectives, financials, business expertise and other key business analytics
- Help drive specific strategic growth initiatives as identified
- 4-6 years of work experience; experience in a management consulting or investment banking environment a plus
- BA or BS required; major in Economics, Business, Finance or related fields preferred
- Excellent presentation / communication skills (oral and written) and analytical skills (including building models)
- Strong MS Office Suite Skills (Excel, PowerPoint, Word)
- Ability to think strategically and synthesize analysis of large, complex and varied data sets into key insights; ability to clearly articulate and present ideas both in written presentations and orally
- Constant drive for innovation, improvement and automation
21
Ishares Fixed Income COO Team-associate Resume Examples & Samples
- Drive cross-disciplinary initiatives and work with business leaders to change how we interact with clients and do business
- Integrate new businesses - people, processes and infrastructure, while ensuring continuity at the business and operational level
- Drive global agenda and materials for on-sites, governance, working group, and ad-hoc discussion forums for senior leadership
- Serve as the project manager on key projects / initiatives related to the Fixed Income Beta business
- BA/BS required; MBA a plus
- 5+ years of relevant experience. Knowledge of fixed income and/or equity markets and ETFs strongly preferred. Capital markets or investment banking background a plus
- Highly effective process management: coordination, execution, follow-up and attention to detail
- Organized and detail-oriented with strong emphasis on time management and the ability to multi-task in a high-pressure environment with tight deadlines
- Strong problem solving skills with the ability to synthesize data, summarize issues and think outside the box
- Strong proficiency in Microsoft Office (PowerPoint, Excel, Word) a must
- Demonstrated ability to influence, drive for results and work through difficult problems
- Excellent written and verbal communication skills. Ability to frame and communicate complex issues simply and concisely to interact with various levels of management
- Effective team player, with demonstrated ability to develop and maintain effective working relationships at all levels of an organization
- Operates as a “self-starter” with high energy and demonstrates a hard-working, “roll-up-your-sleeves” approach
- A passion for the Fixed Income markets and understanding of both the iShares Exchange Traded Funds and index mutual funds businesses
- Ability to work with end users and developers alike and thrive in a rapidly changing business environment
22
CIB Treasury Controllers Team-associate Resume Examples & Samples
- Oversee monthly and quarterly reporting of CIB Basel III RWA results. The quarter-end process includes: preparing sign off on behalf of the CIB for earnings press release and producing allocated CIB RWA results for upload to Paragon system. Reporting process requires interaction with Corporate and CIB LOB Controller partners
- Coordinate projects and manage BAU technology processes in the CIB Capital Controller team. For example, Paragon, FDW, TRIDENT, and new strategic projects
- Partner with Capital Implementation team on implementation of new Basel III rules and policies in reporting process
- Ability to manage corresponding processes
- Bachelor’s degree in Accounting, Finance, Business Administration or related field and 4 to 5 years of experience in Accounting, Finance or related field
- Excellent Excel and PowerPoint skills
- Familiarity with internal JPM systems, Paragon, a plus
- Project Management and Technology background, a plus
23
Maintenance Team Associate Resume Examples & Samples
- Ensures operation of machinery and mechanical equipment by completing preventive maintenance requirements on engines, motors, pneumatic tools, conveyor systems, and production machines; following diagrams, sketches, operations manuals, manufacturer’s instructions, and engineering specifications; troubleshooting malfunctions
- Removes defective parts by dismantling devices; using hoists, cranes, and hand and power tools; examining form and texture of parts
- Adjusts functional parts of devices and control instruments by using hand tools, levels, plumb bobs, and straightedges
- Conserves maintenance resources by using equipment and supplies as needed to accomplish job results
- Prepares mechanical maintenance reports by collecting, analyzing, and summarizing information and trends
- Maintains continuity among work teams by documenting and communicating actions, irregularities, and continuing needs
- Maintains safe and clean working environment by complying with 5-S, procedures, rules, and regulations
- Contributes to team effort by accomplishing related results as needed
- Associate’s degree/2 year technical degree and 5+ years experience OR High School diploma and 7+ years of experience
- Ability to work from blueprints, sketches, models and oral or written instructions and to exercise judgment in determining techniques and methods to be used
- Preferred 10+ years’ experience with casting related equipment
- Computer literacy and experience with MS office
- Able to maintain a clean and safe working environment
- Willing to work overtime
- Experience and skilled with motors and PLC Control
24
Renewals Quoting Team Associate Resume Examples & Samples
- Work as part of a two person Quoting Team to generate standardized renewal quotes
- Extract data from Infoblox’ Oracle application for review and quote generation
- Review contract data and create renewal opportunities within SFDC
- Navigate SFDC to update opportunity stats as dictated by order status
- Initiate special projects that require data and contract analysis that is translated into detailed spreadsheet form for presentations
25
Reconciliations Control Team Associate Resume Examples & Samples
- Work closely with the Vendor Service Provider to ensure accurate and quality service is provided as per the terms and conditions of the agreed SLA and KPI
- Provide Risk Oversight for the Reconciliation Functions, particularly in regards to client assets segregation, in line with FCA and FINRA regulations
- Attend various daily, weekly and monthly meetings as part of the established vendor governance framework
- Ensure that risk issues are appropriately escalated up the management chain and socialised with the relevant stakeholders, clearly articulating plans to resolve the issues
- Work with GRU directors to drive cross-training and promote development of staff across the department
- Liaise with key stakeholders on process improvements, feedback and on working groups
- Liaise with Regional GRU Control Group Team Leaders within other locations
- Approve Vendor SLAs, KPIs and KRIs, and provide ongoing feedback
- Be integral to establishing and executing the strategy of GRU
- Proven experience in reconciliation execution, with a track record in overseeing Recs execution at Vendor
- Proven experience in supporting initiatives to enhance and build reconciliations. Experience of Recs Toolsets
- Subject matter expertise in the end2end trade flow with demonstrable knowledge in the firm controls provided by Reconciliations
- Strong analytical and problem solving capabilities; ability to devise solutions for complex business problems
- Risk awareness, accountability and ownership – ability to recognize potential risk issues and exposures to the Firm
- Confident and clear communicator, comfortable in voicing opinion within wider team and in communicating with management at all levels
- Ability to work under high pressure and effectively manage priorities under tight deadlines
- Strong organisational skills, with significant attention to detail
- Strong computer skills particularly in Microsoft Excel, Word and Powerpoint
26
Country Team Associate Resume Examples & Samples
- Supports field-office administration, including coordinating travel, visa processing, travel advancements, vendor payment requests, invoicing, approvals, and updating of various trackers for the assigned country/ies
- Processes field reports, including time and expense reports and other country-related reports
- Drafts and manages country-specific employment agreements, approval requests, sub-TOs, and stand-alone subcontracts. Liaises with IDIQ Programs Management Unit on prime contract administration and subcontract-related matters, as appropriate
- Coordinates with country team to compile agendas for weekly teleconference and other project-related meetings
- Assists with procurement and backstopping project activities
- Assists with categorization of expenses using correct billing codes and UDFs, assisting in the tracking of actual spending
- Assists and supports communication to field teams, within the Portfolio, and across Country Programs and the PMU
- Addresses field staff’s inquiries and needs promptly, liaising with PMU, functional units within Global Health Supply Chain-Procurement and Supply Management program, and support divisions as needed
- Communicates scopes of work, policies, and allowances/benefits for team members and consultants
- Assists with local and expatriate recruitment and sources candidates for a variety of field positions
- Contributes to technical practice and/or working group of relevance to areas of interest and/or procurement and supply chain management; shares information and best practices learned with the program and the company
- Language proficiency for geographic area assigned preferred
- Demonstrated ability to communicate clearly and concisely orally and in writing
27
COO Team Associate Resume Examples & Samples
- Develop quantitative analyses and qualitative research, synthesizing / presenting findings, to support business cases and drive execution on clear action steps
- Building sophisticated, insightful analytics on strategic initiatives, and support development of long-term aspirations to drive and facilitate internal and external business enhancements
- Create strategic presentations for senior executives and BlackRock board of directors
- Support in the development and communication of long-term strategic vision and growth targets
- Communicate channel results and business drivers through concise business commentaries
- Conduct external market analysis to enhance the group’s perspective on channel-specific market intelligence and competitive trends
- Support channel revenue budgeting and forecasting initiatives, coordinating with centralized process
- Excellent presentation skills (oral and written) and analytical skills (including building models and managing complex XLS datasets)
- High energy, flexible, motivated individual with a commitment to excellence
- Ability to represent BlackRock in a professional manner with long-term ability to interface directly and substantively with senior sales and business leaders
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COO Business Management Team, Associate Resume Examples & Samples
- Deliver project management and business analysis for CS’ strategic initiatives and technology platform. The successful candidate will be responsible for business analysis, testing coordination and project management of platform projects that bring improved capabilities, scale and operating consistency to CS
- Provide Aladdin platform support for Client Solutions. The successful candidate will be responsible for providing technology and operating platform support and act as an on-desk point of escalation for core application issues originating from the CS functional teams
- Ability to understand, frame and communicate complex issues simply
- Creativity to impact business strategy design
- Proactive initiative to interact with a large set of individuals and teams across BlackRock
- Desire to build a business and willingness to contribute to all aspects of growth initiatives
- Total integrity enabling the successful candidate to become a trusted partner to clients and peers
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CRO Team-associate Group Leader Resume Examples & Samples
- Provides line-level leadership and management coordination of resources and work schedules for laboratory activities
- Oversees daily operations and assists in preparation and implementation of company policies, quality systems and training programs
- Previous experience that provides the knowledge, skills, and abilities to perform the job (comparable to 6 years and BS degree) or equivalent and relevant combination of education, training, & experience
- MS with 4+ years of relative experience
- PhD with 2+ years of related experience
- Plus 1+ year(s) experience in a leadership role
- Experienced with immunoassays, ELISA, clinical assays or similar
- Experience with immunogenicity a plus
- Experience with Assay Validation Preferred
- Experience with bioanalytical testing, high throughput testing or similar experience to support pre-clinical and clinical sample analysis
- Specific experience and training with immunoassays, immunology, cell based assays in a GLP/Regulatory environment
- Lab robotics, automation or Gyros experience a plus
- Experience with GLP or similar regulatory lab environment
- Can independently perform root cause analysis for method investigations
- Project and time management skills
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Biostatistics Team Associate Resume Examples & Samples
- Assist in the administrative maintenance and tracking of project documentation including all files, records and reports according to the scope of work and SOPs (e.g. set up and collect signatures for tracking docs, RFFs, CAFs, uploading materials to eTMF)
- Set up meetings and record meeting minutes, notes and actions at assigned meetings and distribute accordingly (including key customer meetings and Lessons Learned meetings and setting up LL spreadsheet)
- Support the Biostatistics Team Leads (BTLs) with updating and maintenance of internal systems, databases, tracking tools, timelines and project plans with project specific information (including internal metrics reports)
- Assist the BTL(s) with setting up project plan (translate budget to FTEs and provide top level timeline plan), allocation of team members to tasks (tracking document)
- Perform monthly finance activities, where appropriate (e.g. Timesheet verification, provision of revenue and backlog information to PLs/PMAs, and support BTL(s) performing PM role with invoicing activities)
- Support the preparation of presentation materials for meetings (internal/external) and project summary data
- Support the coordination of project team and/or customer meetings including logistics and materials required
- Create project areas
- Use DPI Tool and Delegation Management Tool to support management of Project Creation, Access Granting and Email Groups management, when applicable
- Maintain the list of project unblinded personnel
- Create delivery archive folder and include all relevant materials (SAS main and QC programs, all log/lst files, all raw/SDTM/ADaM datasets used for the delivery and the outputs delivered to the customer)
- Set up transfer method between Q and customer (e.g. sFTP)
- Coordinate the transfer of Biostats materials for archiving
- At the appropriate timepoint, provide information required to issue Biostatistics customer survey
- Submit project related expense reports for project team members
- Perform any other tasks, as requested by Biostatistics JENA Owner or Line Manager
- Strong planning, team work and organizational skills
- Very good communication and interpersonal skills
- Strong software and computer skills, including MS Office applications
- Extensive knowledge of MS Excel
- Good knowledge of Financial Systems used at Quintiles
- Ability to handle conflicting priorities and effectively manage multiple tasks and projects
- Results and detail-oriented approach to work delivery and output
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Aladdin Platform Team Associate Resume Examples & Samples
- Assist in defining scope and impact of projects, and effectively communicate results to stakeholders and management
- Lead all aspects of business analysis, from requirements gathering to post project benefits review
- Independently facilitate the business process reviews and document changes consistent with the firm’s global operating model
- Comprehend technical framework of business process and identify areas for improvement
- Work with the Aladdin Product Group (APG) development teams to help define and build new Aladdin functionality
- Proactively identify and communicate issues and risks related to the project
- Independently facilitate cross-organizational communication, and facilitate integration meetings among key project personnel to ensure a proper framework for issue resolution and risk mitigation is developed and utilized
- Train users in the new processes and applications as well as creating training materials for new business and system functionality
- Support the business process changes and the implementation of Aladdin through parallel testing and go-live activities
- Partner with Investment and Operations teams to understand the investment workflow in order to deploy viable solutions to meet our internal clients’ needs
- Participate in multiple projects that span regions, geographies, continents, and time zones
- Demonstrated ability to propose practical technical solutions to business problems and issues
- Focus the goals of projects and analysis to ensure conformance to requirements and appropriateness of the delivered product/solution
- BA or Computer Science degree desirable
- 3+ years’ work experience in the financial services industry
- 3+ years’ work experience on the Aladdin platform
- Strong understanding of the capital markets, asset classes, financial instruments (equities, fixed income and derivatives) as well as the end-to-end investment process
- Experience in business process analysis, design and implementation
- Develops result-oriented conclusions based on Business Process Reviews to improve process flows and technology specifications
- Experience navigating a complex matrix of accountability and stakeholders
- Strong analytical, creative, organizational and problem solving skills
- Ability to clearly communicate objectives across a range of stakeholders and to articulate the rationale behind those goals
- Results driven individual with strong problem solving skills and attention to detail
- Knowledge of practical technical solutions and developer tools/languages
- The ideal candidate would be someone who enjoys a challenge, is creative, is a self-starter and is comfortable navigating a sometimes steep learning curve while gaining subject matter expertise, and has the ability to help frame and communicate complex issues in a simple and concise way
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CIB F&bm-equities Global Capital & Balance Sheet Team-associate Resume Examples & Samples
- Forecasting, review and periodic validation of the global Equities balance sheet
- Required notional reporting for the global business
- RWA calculations and allocations
- Legal entity usage and analysis
- Ability to multi-task with flexible working style, prioritise deadlines with competing requirements
- Product experience (Cash & Derivatives) and knowledge would be advantageous
- High enthusiasm and energy
- Accounting qualifications preferred
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Arts Team Associate Resume Examples & Samples
- Clear and effective writing skills, including email communications and speaking skills
- Facility with basic computer programs such as Microsoft Word, Outlook, PowerPoint and Excel. A facility with data and database programs is helpful
- Superior organizational skills and exceptional customer skills
- Candidates with a background and/or experience in non-profit arts and cultural organizations are highly desired
- A sense of humor, a willingness to work hard, flexibility and the ability to work in a close collegial environment is essential
- Develop and maintain an effective working relationship with the Program and Operations divisions in the support of the work activities in both units, as needed
- Assisting in efficient, effective and on time work in the agency’s overall management of its grants applications and/or contract processes and procedures in the Grants Gateway
- Understand and assist applicants and grantees with the Grants Gateway system; perform routine contract management, prequalification and contract monitoring work through the Gateway to insure that contracts are executed and paid in a timely fashion
- Collect and maintain data of field resources in coordination with Information Services, the Fiscal Management Unit, and Public Information Office; and analyze information and produce reports on specific topics of importance to the field
- Provide training to staff and/or constituents on application or contract systems when warranted
- Make recommendations to modify internal agency policies to improve efficiency, as needed
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DC Team Associate Resume Examples & Samples
- Process orders in a timely and efficient manner in different areas of the distribution network
- Restock flow racks with coffee and hard goods
- Carry out PeopleSoft transactions on a daily basis
- Operate hand trucks as required
- Adhere to Federal, State, local and GMC safety policies and procedures
- Maintain a conscious balance between work and life so that one does not dominate the other
- Perform Re-box function
- Follows all policies, procedures, ergonomic standards and safety requirements directed by GMCR and the department
- High School degree or equivalent plus 2-3 years experience in a distribution center environment
- Strong experience in inventory and cycle counts
- Ability to effectively manage multiple tasks and prioritize time in the most efficient way possible
- Ability to follow GMCR policies and procedures
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CIB Risk Wholesale Credit Modelling Team Associate Resume Examples & Samples
- Strong data analysis and statistical modeling experience, such as factor models, copula, regression, classification trees
- Strong analytical programming skills (Python, numpy, pandas, R, SVN, SQL etc)
- Ability to work with large financial data, statistical data (especially time series) analysis
- Ability and motivation to take initiative and solve problems independently
- Ability to handle multiple initiatives/projects/work streams simultaneously
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Gcm-ficm Syndicate Team-associate Resume Examples & Samples
- Assisting in structuring and executing transactions
- Developing funding and capital solutions for our clients
- Client coverage responsibilities
- General knowledge of the debt capital markets - you will be responsible for producing regular market updates and understanding what is feasible under current market conditions
- Financial modeling - you will be responsible for modeling financing structures and in assessing the ability of a company to service its capital structure
- Fundamental credit analysis and related due diligence
- Frequent interaction with investment banking and corporate broking teams, industry sector banking teams, and global capital markets teams in New York and Hong Kong
- Attending team discussions and client meetings, where you may be asked to deliver presentations
- Day to day project management role in transaction processes, liaising with clients and other advisors
- Top class undergraduate degree from leading universities
- Knowledge of financial markets theory including fixed income derivatives
- Project experience executing financing transactions would be beneficial
- Knowledge of basic accounting and financial concepts; ability to analyze cash flows
- Excellent oral and written communication skills are essential
- Committed to delivery of highest quality work product; strong attention to detail
- Strong team player able to work effectively in a team environment
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Asset Management UK Intermediary Team Associate Resume Examples & Samples
- Proactively work to bring business on board in a timely manner to maximize revenues without exposing the business to unacceptable risk
- Lead co-ordination of all stakeholders, internal & external, from initial on-boarding request through to hand off to client services for BAU servicing
- Ensure adherence to GIM policies for all onboarding activities in order to reinforce a risk based approach to doing good business and escalate AML / KYD scorecard metrics
- Help ensure that the team on-board all Intermediaries in line with GIM standards, whilst delivering a positive experience for both our clients and internal stakeholders
- Act as a main point of contact for the UK Funds Sales Team and the business in respect of all due diligence, operational and contractual matters required for the onboarding of UK Funds intermediary clients
- Manage successful & accurate negotiation of appropriate documentation with the client. Ensure timely implementation of all contractual obligations with relevant JPM stakeholder teams including non-standard servicing items
- Attend client meetings & calls as required to assist with due diligence and contractual negotiations
- Monitor capacity of resource and act as escalation point for prioritisation of tasks as required
- Help review daily workload for department and assign tasks appropriately to team members for completion
- Partner with the wider Funds COO team and support areas to deliver a positive experience for our clients and internal stakeholders whilst also minimising potential risk to our business
- Develop & maintain a sound relevant industry knowledge of regulations and client base
- Ensure procedures are regularly reviewed and refreshed accordingly
- Be aware of all existing processes and identify and propose appropriate changes to improve the service provided to Clients and the internal stakeholders
- Act as a representative into JPM Stakeholder teams to identify opportunities for process change & work cross functionally to gain approval. Document amendments appropriately & help ensure impacted staff are properly trained
- Partner proactively with global intermediary onboarding counterparts to share best practice and identify opportunities for enhancements to process
- Take an active and leading role in progressing and implementing changes to existing processes and service/efficiency improvements to improve the service provided to Clients and the business
- Help ensure the UK Funds business and our client requirements are represented in any business initiatives (projects/procedures) where there is a client and/or UK sales impact
- Play an active role, where appropriate, in projects and regulatory initiatives
- Lead by example to foster a professional environment with a client centric approach to doing good business
- Sound understanding of mutual funds and how products are offered in the UK wealth market
- Good general knowledge of operations processes and account structures required to support corporate / intermediaries investing in funds
- Previous experience of working in a client facing environment in a servicing or account management role
- Good knowledge of anti money laundering (AML) principles and due diligence
- Experience of reading, drafting and negotiating legal documentation in the asset management industry or other related fund services industry
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Count Team Associate Resume Examples & Samples
- Responsible for being a gracious host to all guests and co-workers
- Responsible for promoting a positive influence in the community and participating in company-sponsored events
- Demonstrate a comprehensive understanding of company internal control system and departmental policies and procedures
- Remove cash boxes from slot machine and replace with empty cash box using procedures that are within Internal Controls and Massachusetts State Gaming Regulations
- Transports all collected cash boxes to the Count Room following predetermined route
- Ensure key control procedures are followed
- Operates automated currency equipment to count and process tickets/currency removed from the cash boxes
- Prepares Cash Storage Box Report with supporting documentation obtained from the counting of the cash boxes
- Responsible for packaging currency and tickets/currency into predetermined amounts for later use by the Main Bank or the deposit
- Transports the verified tickets/currency to the Main Bank and ticket storage area within Internal Controls and MA State Gaming Regulations
- Complete daily maintenance of all count room equipment and cleaning of count room
- Work professionally with other departments as needed to complete tasks
- Answer routine questions from co-workers; Lead completion of daily tasks within the department or work unit; Interact with others when necessary to achieve desired outcomes
- Must enjoy hosting others
- Must be comfortable initiating conversations and creating a fun environment with our guests
- Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 25 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces
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DC Team Associate, N Resume Examples & Samples
- Insure accuracy of all customer orders
- Build and load pallets for bulk truck shipment orders
- Carry out PeopleSoft and or SAP transactions on a daily basis
- Adhere to Federal, State, local and Keurig Green Mountain safety policies and procedures
- Maintain a clean and safe work area
- Operate pallet wrapper as required
- Maintain composure under pressure
- Performs other duties as requested by management
- Knowledge of basic warehouse principles
- Ability to work in a fast paced team environment while maintaining a positive attitude
- Ability to get along/respond well with others and be able to follow instruction
- Ability to work a flexible schedule and be punctual
- Ability to follow Keurig policies and procedures
- Good computers skills – specifically Microsoft Office (Excel, Word, PowerPoint)
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DC Team Associate, N-essex Resume Examples & Samples
- Manifest packages for shipping
- Insure all required paperwork is completed
- Bar-coding – Barcode incoming product that does not have a vendor barcode
- Adhere to all Company, Local, State and Federal regulations and policies
- Follows all policies, procedures, ergonomic standards and safety requirements directed by Keurig Green Mountain and the department
- High School degree or equivalent
- 2-3 years’ experience in a distribution center environment
- Standard reading/ math/computer skills
- Forklift Certification required. Must pass Keurig’s Forklift Certification Exam within 60 days of assuming role
- Ability to operate all DC material handling equipment
41
Enterprise Deal Team Associate Resume Examples & Samples
- Based in our HQ offices, work on generating specific deal proposals & supporting them through to closing / signing
- Support senior deal closer, with a focus on enterprise clients across Europe, working with both London teams but also our teams in France, Germany, Holland and elsewhere
- Support enterprise event and operations strategy targeting the Fortune 1000 community at global events
- Collaborate with sales & marketing team to develop enterprise sales strategy
- Strategize with enterprise teams globally (NYC, London, HK, India and Latin America) to improve Enterprise sales & deal closing processes
42
Generalist Team Associate Resume Examples & Samples
- Operate as an integral member of the Generalist Team by supporting the senior members of the team on the full spectrum of evaluating both prospective and existing investments and managers
- Provide analytical support across the portfolio, particularly in the areas of
- Excellent financial modeling (MS Excel) and quantitative skills
- Demonstrated passion for investing with some basic knowledge of institutional investment management
- Proactive self-starter with strong work ethic and professional attitude
- Excellent interpersonal and communication (both oral and written) skills
- Ability to handle multiple tasks at once with accuracy and attention to detail
- Team player who prioritizes success of the team over individual achievements
- Willingness to travel, including outside the United States
- Unquestionable ethical standards
- Demonstrated academic ability (BA or BS degree)
- Minimum two to three years post-college experience in investment banking, finance, consulting or investing
43
CIB F&bm-balance Sheet Team-associate Resume Examples & Samples
- On a day to day basis, you are expected to be a trusted advisor/consultant in all aspects of the balance sheet process providing guidance on Global operational model. Part of a larger global team, you will have to interact with NA and APAC counter parts
- Facilitate trade, GCB and origination teams model and present loan commitments: Review BSC submissions (LRC, an in-house excel tool) for accuracy and consistency as well as challenge assumptions
- Managing loan sale requests (being the bridge between the private and public side)
- Maintaining an awareness of changes to Basel rules and internal charges and ensuring these are communicated to the banking groups where necessary
- Tracking BSC requests through to approval or rejection and ensuring they are updated in the global tracker accurately
- Shortfall monitoring
- Organising and presenting threshold reviews
- Testing releases the loan return calculator and suggesting enhancements where deficiencies are identified
- Tracking Future Business Potential for each of the banking clients
- Understanding of Investment Banking and Corporate Finance products (particularly and loans and trade finance products)
- Strong communication and Analytical skills, being able to communicate to senior front office resources at all levels
- Strong attention to detail and team player
- Energetic, self motivated and effective under pressure. Work well individually and with teams
- Strong stakeholder management required
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Transaction Sanction Screening Payments Control Team-associate Resume Examples & Samples
- Investigate and asses exceptions alerts for potential money laundering risks in the Bank
- Ensure effective identification and escalation of potential true hits
- Daily monitor of exceptions queue and ensure all payments are actioned before the currency cutoff
- Communicate with business units & GFC team for clearance of exceptions
- Ensure timely, efficient reporting of daily & MIS
- Create and deliver reporting on process effectiveness to leadership team
- Establish working & effective relationships with global teams
- Maintain a current understanding of money laundering and terrorist financing issues, including policies and procedures
- Bachelors degree from an accredited college / university
- Solid understanding of common money laundering schemes as well as the regulatory environment
- Possess strong analytical / reasoning skills
- Has the ability to use various PC, MS Office and internet applications and tools to support day to day processes
- Up to 4 years of corporate intelligence, due diligence, and/or operations experience in the financial or professional services industries preferred
45
One Team Associate Resume Examples & Samples
- Tax Processor: Responsible for the Assembly/Processing of tax returns utilizing Deloitte design (DTI, E-Rooms, PDF Soft copy and Hard Paper copy methods); various return types though not limited to (1040, 1120, 990, 1065 and 1041 Federal and State returns etc. – including filings for Federal and State extensions. Responsible for mailing of tax client organizers, engagement letters, and; scanning tax documents for e-room inclusion, and generating reports, updating/maintaining tax return tracking system (Tracker). Must be available for overtime as needed during compliance filing season(s) or deadlines
- Hospitality: Arrange and reserve conference rooms, maintain workspace and common areas; assist with meeting services including ordering catering, setup/teardowns, stock supplies
- Office Services: process, sort and distribute incoming/outgoing mail; order supplies using an internal procurement system; assist with in-house copying, printing and binding, schedule repair/maintenance service calls, preparing certified mail
- Produce quality work in a fast-paced environment, meeting deadlines as well as customer expectations for quality and accuracy; effectively re-negotiate deadlines when necessary
- Work independently and accurately assess requirements for each project; be able to communicate effectively with customers when there are questions or issues to be addressed
- Document project activities clearly and concisely to provide comprehensive project history in workflow management system
- Build relationships, using various mediums, with customers in all functions at all levels, and assure effective delivery of services
- Coordinate work with other national and local teams virtually and in person
- Perform other tasks and special projects as required or as assigned by management team
- Minimum of High School Diploma and 2 years related work experience
- Positive and professional demeanor
- Excellent technical skills – MS Word, Excel, PowerPoint, Outlook, Proofreading & Internet
- Ability to exercise good judgment/decision making
- Ability to anticipate problems and formulate resolutions
- Dependable and detailed oriented
- Ability to prioritize and multi-task – excellent time management
- Adapts easily to change
- Professional in interaction with all levels inside and outside the organization
- Must have flexibility to work overtime as required-particularly during peak tax busy periods
- Physical ability to work standing for several hours at a time, lift 25 lbs and assist with various moves
46
Orkin Home Services Team Associate Resume Examples & Samples
- Communication skills and active listening skills
- Deliver “Take Your Breath Away” Customer Service
- Work as part of a team to handle on site work
- Drive a company vehicle safely to customer’s homes or businesses with a valid driver’s license and clean driving record
47
Position Services Global Control & Risk Team Associate Resume Examples & Samples
- Protecting the firm and its clients against the risks associated with corporate action, dividend and proxy event processing. These risks may be financial, regulatory, franchise, market or operational
- Providing high quality corporate event Risk Reporting to the firm
- Developing and implementing process improvements to minimise risk to the firm and our clients
- Daily management of the High Impact Client Money exception process
- Responsible for account opening and maintenance for global Position Services teams
- Reconciliation of all Position Services owned accounts for monthly General Ledger sign off
- Daily vendor management control
- Processing Employee Trading Elections on Corporate Action events
- Dividend Surplus Profit and Loss reconciliations in liaison with Stock Loan Desk and Finance Controller Group
- Excellent teamwork and communication skills
- Strong analytical, problem solving and inter personal skills
- High regard for attention to detail, accuracy & quality
- Ability to prioritise effectively and achieve results under pressure
- Self-motivated and conscientious
- Good IT skills and proficiency with Microsoft Office applications (particularly Excel)
- Strong multitasking capabilities and time management skills
- Ability to question a process and promote own ideas and solution
- Previous experience of Client Money, Corporate Actions, Dividends or Coupons would be advantageous although not essential. Full training will be provided
48
Valuation Control Team, Associate Resume Examples & Samples
- Ensuring comprehensive compliance with the firm’s valuation policy
- Addressing, escalating, and resolving valuation exceptions properly
- Monitoring and overseeing activities performed by the firm’s Pricing Team
- Maintaining all administrative records regarding valuation decisions
- Producing of IM Valuation Committee, Advisory Board, and Fund Board valuation reporting
- Overseeing valuation vendors and data providers
- Providing excellent service to clients related to valuation activities
- Ensure proper analysis, escalation and resolution of exceptions arising in the daily valuation process
- Monitor and ensure delivery on daily process and periodic reporting requirements
- Interact with various third party service providers, such as pricing vendors, middle office service providers, fund administrators and accountants to ensure adherence to standards and the provision of outstanding support of IM business
- Monitor, research, and respond to inquiries from IM clients with respect to areas of responsibility
- Assist in the continued development and testing of proprietary technology platforms supporting valuation control, analysis, and reporting
- Ensure compliance with Firm and Operations-wide risk and control policies
- Continually review and improve processes to achieve maximum efficiency and effectiveness
- Bachelor’s Degree (Finance, Economics, or Accounting preferred) and a minimum of 3-5 years of experience in financial services operations or similar role
- A strong understanding of the institutional investment management industry and across all equity, fixed income, derivative, fund, and currency investment instruments
- Knowledge of fund accounting and the security valuation process and techniques
- Familiarity with market data and pricing servicers including, but not limited to Bloomberg and BVAL, Reuters, IDC and Markit
- Facility with common corporate technology platforms and applications including MS Word, Excel, Outlook, SharePoint, and Adobe Acrobat Pro
- Experience working on a team with a broad scope of process responsibilities
- Proven record of collaborating with a diverse group of colleagues across geographic and functional boundaries
- Professional maturity, self-confidence, decisiveness, and good business judgment
49
Energy Services Team Associate Resume Examples & Samples
- Support the Motion Energy Services Team (EST) regarding activities related to all assigned accounts
- Work on plant energy assessments to create customized energy assessment
- Work with the Strategic Account Managers to create realized cost savings
- Work with the Strategic Account Managers to present Motion Energy Services program
- Develop and track post assessment sales implementation timelines and activities
- Work with vendors to create and grow energy related sales opportunities
- Accumulate and manage cost savings documentation
- Provide timely responses to customers, branch and management personnel regarding ongoing energy projects
- Extensive travel required
- High-level math skills
- Strong command of Microsoft Excel, Word and PowerPoint software
- Strong organizational and planning skills for multitasking
- Ability and confidence to develop original written language and correspondence including reports and proposals, as well as customer and field communications
- Good people skills
- Self starter with strong work ethic and dedication to completing projects on time
- Positive attitude, high energy level and ability to work additional hours as project requires
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One Team Associate Resume Examples & Samples
- Cleans and stocks pantry areas & DCafes
- Prepares and maintains the physical space, including workstations, offices, teaming rooms, kitchens and conference rooms. Cleans spaces and restocks supplies to ensure the space is neat, organized and ready for use (either daily or as turnover occurs). Collaborates with the Facilities team to report lighting, carpet, wall, etc. repairs
- Prepares meeting spaces by configuring room according to customer’s request; providing meeting support supplies; assisting with audio-visual equipment set-up; accepting catering deliveries, etc
- Tears-down meeting space by ensuring clean-up of food and supplies; cleaning whiteboards, collecting materials left-behind and disposing or storing as appropriate, etc
- Accepts catering deliveries and reconciles order against delivery; assists with set-up
- Inventories DCafe and office supplies; replenishes office supplies and copy paper
- Completes regularly scheduled office space walks with checklist, and creates service tickets to report areas requiring attention
- Records and tracks customer requests via Service Desk tickets
- Supports incoming/outgoing mail processing, including USPS, UPS and accountable mail
- Provides Reception Desk coverage
- Supports Tax Processing as assigned
- Cross-trains in other team functions and provides back-up support to other positions as needed
- Provides input and recommendations on process improvement
- Maintains a sense of urgency and responds to all requests in a timely and professional manner
- Performs other duties, tasks and special projects as required or as assigned by the management team
- Flexible schedule and travel to the Woodland Hills and/or Manhattan Beach offices as assigned
- Minimum high school diploma; some college preferred
- Two years hospitality or customer service experience
- Excellent interpersonal skills required
- Experience in corporate office environment preferred
- Good decision-making and problem-resolution skills
- Strong computer skills with good knowledge/experience in Microsoft Office suite, especially Outlook
- Ability to interface with all levels of professionals
- Ability to handle multiple priorities with a sense of urgency and diplomacy
- Professional presence and positive demeanor
- Excellent teaming skills required
- Must be willing to be trained in all functional areas
