An Investment Associate will work for the investment operations team and support in executing the core functions relating to wealth management. The list of duties and tasks listed on the Investment Associate Resume falls nothing short of these – selling products and services and following up them, updating new accounts and conducting operations, implementing portfolio strategies and managing client portfolios, executing trades in portfolio management software, reconciling accounts with multiple custodial relationships, preparing and reviewing the performance of client accounts, performing financial modeling analysis to detect investment outcomes, and establishing adequate risk-management techniques.
Successful resumes for this role include skills and abilities like – financial expertise, knowledge of statistics, and accounting; experience in evaluating financial planning, comprehensive knowledge of financial modeling and financial analysis techniques, and outstanding in coordinating with managers and clients. To work as an Investment Associate, a bachelor’s degree in Finance, statistics, or Accounting is required.
Objective : Motivated, detail-oriented, problem solver seeking employment as an Investment Associate for an investment bank/venture capital firm and public equity transactions.
Skills : Investments, Commercial Real Estate, Financial Analysis.
Description :
Provided liquidity for shareholders of private companies via confidential private placements.
Analyzed companies, performed financial modeling and valuations, and assisted with marketing and client work.
Assisted in conducting investment due diligence on potential transactions including company and industry research and firm valuations.
Drafted term sheets for primary and secondary private equity placements.
Worked closely with the CEO on client opportunities; created "pitch books" and marketing presentations for prospective investors.
Analyzed client company financing needs and worked with management on capital transactions.
Initiated and grew relationships with potential clients and investors.
Developed a comprehensive network of investment community contacts including investment bankers, venture capitalists.
Experience
2-5 Years
Level
Junior
Education
Finance
Investment Associate II Resume
Headline : Strong work ethic, analytical skills, and intellectual curiosity are all key qualities that will allow to contribute and be a major asset to organization.
Skills : Analytical Skills, Communication Skills.
Description :
Established relationships, build trust, and assist in implementing new strategies for fee-based and managed investment accounts.
Handled functions for managed accounts involving rebalancing assets, manager changes, and client servicing.
Prepared for client review meetings, prepare portfolio reviews with gain/loss information, and place trades to rebalance portfolios.
Organized and created a more efficient process by creating spreadsheets for different lines of business such as annuity, insurance.
Established new accounts with an alternative investment strategy to complement existing portfolios.
Established and setting up advisors' largest defined benefit and profit-sharing plan.
Worked with third party administrator to service, monitor plan, and keep contributions up-to-date.
Experience
5-7 Years
Level
Executive
Education
B.A
Investment Associate/Representative Resume
Summary : Marketing, Product Management or Analytics related full-time position, to fully utilize four years of high-tech marketing,
Responsible for originating, underwriting, and managing private placement investments in the Southeast.
Invested capital across the balance sheet from long-term, fixed-rate private placement senior debt down to mezzanine and common equity.
Developed a solid credit background and due diligence experience with investment grade and non-investment grade companies.
Unsecured Senior Notes offering for an automotive retailer for the redemption of existing debt (April 2016) Led internal credit underwriting process.
Created a financial model to test debt repayment capacity, interest rate sensitivities, and covenant cushions.
Determined credit quality, pricing decisions, and investment amount.
Assisted an advisor with the goal of reducing the number of smaller non-revenue generating accounts.
Experience
7-10 Years
Level
Management
Education
Business Administration
Investment Associate/Co-ordinator Resume
Summary : Highly motivated MBA-Finance candidate concentrate on Finance. Seeking an entry-level position related to the Investment, Corporate Finance.
Skills : Communication Skills, Management.
Description :
Assisted Financial Consultant in reviewing client accounts.
Obtained investment and product information for Financial Consultant.
Assisted in the training of less experienced staff, at management request.
Investigated and resolved operational problems -Provide follow-up with clients and operations staff.
Communicated regularly with clients on items such as monthly statements; provide full customer service.
Provided market quotes within the guidelines of compliance and branch management.
Interpreted and reviewed new account documentation.
Experience
7-10 Years
Level
Management
Education
Film Darkroom
Investment Associate I Resume
Objective : Driven professional focused on data analysis, business performance and project management. Growth and performance analytics, process improvement and data management.
Skills : Financial Analysis, Data Analysis, Performance Improvement.
Description :
Designed to improve management efficiency and reinforce superior client experience.
Led the efforts and collaborated with portfolio managers across our market to help drive product growth.
Managed essential sales reporting and financial analysis measuring the performance and growth of the Investment Department.
Implemented two process improvement projects after successfully presenting them to senior leaders.
Researched and traded securities that best matched the client's financial needs and asset allocation targets.
Focused on teamwork and client interaction.
Managed reports and marketing packages for existing and prospective relationships.
Drove risk management initiatives via data modeling and compliance monitoring.
Experience
2-5 Years
Level
Junior
Education
Finance
Investment Associate/Executive Resume
Objective : Highly motivated finance professional with expertise in relationship management, capital markets, investment management, and risk management.
Skills : Project, System Advisor Model, Salesforce.
Description :
Invested in tech startup companies.
Managed processes including lead generation (both investors and startups), events, customer relations, and deal screening.
Worked with tech entrepreneurs (of primary software and mobile apps) on business strategy and investor pitches.
Increased lead generation by which resulted in a record high of nine Angel-funded deals.
Developed and managed the content and execution of emails, bi-monthly event invitations.
Implemented a quarterly newsletter that increased attendance of events.
Assisted in company re-branding: re-branded collateral, logos, newsletters, and social media accounts.
Envisioned and executed customer marketing campaigns
Experience
2-5 Years
Level
Junior
Education
MBA
Investment Associate/Analyst Resume
Headline : Seeking a position in the field of finance utilizing effective analytical, problem-solving, time management and communication skills.
Skills : Access, Bloomberg, Crystal Ball.
Description :
Worked with investment specialists to properly allocate funds & evaluate portfolios to ensure proper asset allocation on a timely basis.
Ordered entry/trading, cash management, and account maintenance.
Reconciled trade blotter and resolve discrepancies and settlement errors.
Analyzed performance, cost basis, & rates of return on investments, and develop ad hoc performance reports for consultants.
Primary contacted for all inquiries and requests that require research or explanations.
Monitored executed trades & cash/securities adjustments against blotters and reports.
Enhanced engagement for member retention.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Lead Investment Associate Resume
Summary : To obtain a position in the Solar PV field where can use education in renewable energy to help reduce our country's reliance on fossil fuels.
Skills : Analytical Skills, Communication Skills.
Description :
Researched and resolved complex and sensitive questions and problems.
Gathered appropriate data needed for the account to be accurately reviewed.
Updated and prepare presentation material for client meetings.
Monitored cash levels for investment accounts and make recommendations to the investment manager.
Completed trades in client portfolios as recommended by Investment Strategists.
Monitored maturity report and makes recommendations to an investment manager with proceeds resulting from the maturity.
Monitored asset allocation and assets in accordance with the investment policy committee.
Experience
10+ Years
Level
Senior
Education
Planning
Asst. Investment Associate Resume
Objective : Ambitious, intelligent and knowledgeable business professional looking for new opportunities to contribute to the success of company.
Skills : Financial Analysis, Finance.
Description :
Led provider of banking and investment advisory services worldwide.
Provided sales and service for corporations and high net worth individuals.
Tasked with increasing assets under management and customer attainment from major bank accounts.
Increased account base by building productive, long-term relations with clients.
Set up new sales channels with 9 existing customers.
Scheduled and executed sales calls and marketing projects while managing heavy load of daily inbound trading and service calls.
Developed expertise in fee-based accounts, annuities, long term care, and initial public offerings.
Experience
2-5 Years
Level
Junior
Education
Business Economics
Associate Investment Associate Resume
Headline : Created trading strategies, and designed portfolios of fund. Developed network and professional business relations globally with investment bankers, consultants and corporations.
Skills : Critical Thinking, Management.
Description :
Serviced industry Financial Intermediary Firm operating in every continent of the world.
Worked Remotely for this Singapore based firm directly under the supervision of the CEO.
Sourced clients for listing companies at the Frankfurt Stock Exchange.
Helped raise money through DPO (Deferred Public Offering) and bond issue.
Managed the deal closing process - prepared contracts and necessary modifications.
Interacted with investors, investment banking partners, and advisers.
Focused as subject matter expert with regards to the Pershing system.
Experience
5-7 Years
Level
Executive
Education
International Business
Investment Associate Resume
Headline : Seeking a position where can utilize solid background and apply analytical and critical thinking skills to develop and enhance any professional environment.
Skills : Organized, Technical Skills.
Description :
Reviewed and resolved any discrepancies in a timely manner.
Ensured accounts were up to date with accurate information for proper distribution.
Reconciled all foreign and domestic currencies transactions daily.
Ensured all equities and dividends were updated with rate changes.
Allocated monies with proper banks to ensure no over-drafts.
Sent audit requests to customers and auditors as requested.
Informed internal and external clients of new and existing investment products and services.
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