A Student Managed Investment Fund provides students the opportunity to manage and administer the investment portfolio. The students get hands-on experience in the field of finance by allowing them to manage a portfolio of investments rather than running simulations. A well-drafted Student Managed Investment Fund Resume mentions the following duties – working in small groups conducting research, and analysis, presenting formal investment recommendations to the faculty advisor, and senior officers; and managing all aspects of the investment fund, research, investment management, client services, and administration.
Those seeking this job role must be able to denote on the resume the following skills – investment expertise, client service skills, familiarity with financial regulations, excellent relationship-builders and feel comfortable with networking to stay informed about industry trends, and strong negotiation skills. Just as the name suggests, the investment fund is owned and managed by students pursuing their coursework in subjects such as finance or even a CFA.
Objective : Student Managed Investment Fund is Developing proper public accounting and financing skills while enhancing my knowledge of business practices by working diligently with honesty and integrity. Performing market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of property types. Interpreting financial analyses prepared by operating fund managers, including investment track records, financial statement analysis and fund models.
Skills : Microsoft Office Suite, Data Entry.
Description :
Objective : To secure full-time employment in the finance field with a purposeful company that embraces challenge, in order to further knowledge, mastery, and passion in finance. Open to any location in the U.S. Create & follow processes while maintaining an improvement focused mindset. Managing your individual and team responsibilities through relationships and metrics. Engaging consultatively with clients, investment teams and peers.
Skills : Communications, Critical Thinking, Planning And Organizing, System Knowledge, Accounting.
Description :
Objective : Recently graduated from the Robin School of Business, University of Richmond, which is regarded as one of the nation's top undergraduate business schools. I graduated with the Bachelor Degree in Business Administration with major in Accounting and concentration in Finance. Having studied in United World College, Norway, I have developed an excellent skill in cross-cultural communication and working with wide variety of clients.
Skills : Matlab, VBA, Financial Analysis.
Description :
Summary : To obtain a challenging intern Student Managed Investment Fund position to utilize and further develop my financial and leadership skills within a company. Assuming ownership and accountability for the production and final delivery of monthly or quarterly fund performance reports using firm datasets and excel utilities. Working with colleagues to maintain balanced firm coverage assignments and responsibilities. Engaging in dynamic project teams that support the productivity of the entire team.
Skills : Microsoft Office, Advanced Excel, Bloomberg, Financial Analysis, Financial Statements.
Description :
Headline : Finance professional with over a year of post-college work experience at leading banks. Blends knowledge gained from schoolwork and independent study with work experiences efficiently. Possessing strong work ethic and high integrity as well as excellent analytical and critical thinking skills. Grasping new concepts and technologies quickly and easily.
Skills : Excel, Python, C++, Java, SQL, Access.
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Objective : Student Managed Investment Fund with 5 years of experience in Maintaining data integrity through extensive quality checking procedures including documentation confirmation. Researching additional information to classify investment products in alignment with CAs Standards and Investment Managers expectations.
Skills : Managing, Investment Assistant.
Description :
Headline : Student Managed Investment Fund is Actively maintaining an assigned portfolio of firms by keeping data up to date and accurately recorded in our database. Maintaining relationships with internal and external investment managers by supporting and fulfilling time-sensitive data requests, completing outreach when required. Collecting and analyzing fund offering documents such as financial statements, performance reports, investor letters, commentaries, factsheets, etc. Interpreting documents to track information of interest in our database.
Skills : Tracking, Interpersonal Skills.
Description :
Objective : Student Managed Investment Fund with 3 years of experience in Solving puzzles, use critical thinking skills, re-arrange things to make greater sense. Balancing detail orientation with a fast pace. Proposing thoughtful solutions when faced with a challenge. Lending a hand beyond your job description. Controlling the execution of projects to guarantee expectations are met or exceeded.
Skills : Care Assistant, Leadership.
Description :
Objective : Student Managed Investment Fund with 2 years of experience in Assisting with and participating in regular reviews of the portfolio, including analysis of the portfolio's performance and investment characteristics. Maintaining qualitative and quantitative manager information across databases for existing and prospective managers. Staying current on changes across capital markets. Assuming early responsibility of conducting and leading ad hoc projects (e.g., research on specific countries or sectors) as necessary.
Skills : Investment Fund, Researching.
Description :
Headline : Student Managed Investment Fund is Participating in meetings with existing and prospective investment managers, with potential for in-person travel throughout the program. Monitoring prospective and existing investments by analyzing data, research, and attending meetings with investment managers. Monitoring, updating, and creating reports on investment performance, exposures, holdings, and other key portfolio analytics.
Skills : Analyst, Researching.
Description :