Analyst / Associate Resume Sample
Work Experience
- Develop models to quantify market risk in the Funds’ investments
- Provide guidance to advisers and support staff on complex platform matters, become the ‘Subject Matter Expert’ for all operational functions of the platform
- Analyzing the firm’s line of business and consolidated interest rate risk
- This job works with the department’s Managing Director, Executive Directors, Directors, Associates and Analysts
- Execute key merchant strategies as directed by Assortment Management Team
- Effective critical thinking, analytical and problem solving skills
- Exceptional organization skills and ability to prioritize and coordinate multiple processes
- Identifies and recommends solutions to basic issues impacting Risk and/or Controls
- Performs data analysis utilizing various information vendors
- Aid senior personnel with TOps’ patch management process
- Prepare to gain a comprehensive understanding of the trade and settlement lifecycle by interacting with multiple Trading Desks, Securities Lending, Custodian banks, Prime Services, Private Wealth Management, Asset Servicing, Middle Office, Global Control, Funding Operations, and other global Operations teams in order to work toward the shared goal of risk mitigation
- Showcase your attention to detail; risk manage day-to-day settlement activities while providing exceptional client service
- Grow with the team; develop a deeper understanding of all processes to become a subject matter expert within Securities Settlements and Operations more broadly
- Leverage your quantitative skills to decompose trending analysis and propose creative robust solutions. Understand process flows and market requirements to help direct global convergence strategies; and implement process improvements by partnering with Technology
- Ensure risk, control and service level requirements are maintained. Working with trading, sales, compliance and other ops areas to resolve problems with the settlement process
- Identifying root causes of inefficiencies in the settlement process and working with others in the team as well as Technology and our Clearing Agents/Depositories to address these
- Contribute to all phases of system delivery including: requirements, design, development, training, data conversion, testing and maintenance to achieve the successful development and implementation of the customer’s business need
- Liaison with IB Group heads on a wide ranging number of tasks to support the them in the ongoing management of their groups
- Supporting the CAO for M&A, Industry and Geography groups , and where necessary the wider CAO team, coverage on a day to day basis, including preparation of presentation, business planning, market and competitor analysis and staff management matters
- Administrator for Business Acceptance Committee for M&A
- Liaising with Bankers to understand and manage the forward deal pipeline
- Working closely with Finance on pipeline reporting, revenue performance, forecasting and ad hoc analysis
- Developing MIS using DealMaker and Business Objects, to support alignment of resources to clients opportunities
- Management of a variety of projects related to running the business day to day, production of MIS for Senior Management, active role in producing materials for business planning off-sites
Education
Professional Skills
- Strong written and oral communication skills in addition to well-developed organisation skills and
- Proven project management skills including experience managing deliverables , and determining appropriate resources and outcomes
- Excellent written communication and editing skills demonstrated in the form of correspondence and reporting to senior leaders
- Strong interpersonal skills, with a track record of working effectively with others, both internal and external to the organization
- Excellent verbal and written communication and presentation skills both in English and Mandarin, possessing another Asian language would be a strong asset
- Excellent analytical and organizational skills, with strong detail orientation
- Operate in a high pressure environment with strong interpersonal skills
How to write Analyst / Associate Resume
Analyst / Associate role is responsible for financial, analytical, excel, interpersonal, quantitative, finance, analysis, organizational, programming, modeling.
To write great resume for analyst / associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst / Associate Resume
The section contact information is important in your analyst / associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst / Associate Resume
The section work experience is an essential part of your analyst / associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst / associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst / associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst / Associate resume experience can include:
- Sound judgment, excellent organizational skills and ability to work on multiple assignments simultaneously, prioritize work and meet deadlines
- An effective team player with good interpersonal and communication skills
- Equities servicing experience – be able to demonstrate a clear understanding and experience of proxy voting, corporate actions & asset servicing
- Strong programming skills ideally with knowledge of at least one of the following programming languages: SQL, C++, Python, Visual Basic
- Good programming / spread sheet writing skills
- Superior quantitative capabilities and outstanding analytical skills, including an investigative mindset and ability to ask good qualitative questions
Education on an Analyst / Associate Resume
Make sure to make education a priority on your analyst / associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst / associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst / Associate Resume
When listing skills on your analyst / associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst / associate skills:
- Strong analytical skills and modelling skills
- Strong analytical skills evidenced by experience in an analytical or similar role
- Excellent communication skills, including the ability to interact with a wide range of constituents and build good working relationships
- Strong analytical skills and experience creating complex financial models
- Good listener, strong interpersonal skills and willing to engage partners at different levels
- Excellent written and oral communication skills (including strong knowledge of PowerPoint)
List of Typical Experience For an Analyst / Associate Resume
Experience For Senior Analyst / Associate Resume
- Good organisational skills, ability to manage priorities and deliver multiple projects in a fast pace environment
- Flexible and adaptable with excellent organization, time management and prioritization skills
- Strong math skills and financial acumen
- Strong work ethic, organization skills and attention to detail
- Strong Excel and PowerPoint skills to prepare in-depth data and research analysis
- Superior Excel-based and analytical skills able to develop sophisticated financial models
Experience For Analyst / Associate Director Resume
- Data Management experience. Relational database experience
- Relevant real estate and industry experience (e.g. real estate, corporate finance, investment banking, management consulting, or private equity)
- BA/BS in Business, Math, Finance, Economics, Accounting, Engineering or related quantitative discipline or equivalent experience
- Relevant professional experience in the accounting, finance, or economic disciplines
- Establish working & effective relationship with global teams
- Polished communicator with ability to maintain strong working relationships
Experience For Conversion Analyst, Associate Resume
- Experience with engineering drawings, production specifications and schedules, and contract modifications, to ensure customer contract requirements are met
- Develop effective and collaborative working relationships with the firm’s Senior Management and Acquisitions / Asset Management professionals
- Understand the underlying assumptions, theory, derivation, empirical evidence, implementation and limitations of the model
- Solid understanding of corporate finance and financial statement analysis
- Strong numeracy essential, with an ability to interpret, analyse and present statistics in an interesting way
- Experience in a corporate development group, and/or strategy or management consulting firm
- A strong team spirit, enabling him/her to work seamlessly with other members of the team
- Solid understanding of MS Office Suite, SQL/Access, or other database software
Experience For Analyst, Associate Resume
- Hospitality-industry specific work experience, preferably in finance, accounting or valuations
- Experience in Mergers & Acquisitions (M&A) or a related field with a focus on corporate development
- Excellent verbal and written communication capabilities – ability to interact with all levels, including business heads and the firm’s senior management
- Work experience in Corporate Finance/Investment Banking/M&A/Audit/Private Equity/Consultancy/ Financial Advisory
- Good understanding of financial, investment products, services including equity and bond markets
Experience For Summer Analyst / Associate Intern Resume
- Develop a solid understanding of OCC’s Risk Appetite Framework (RAF) and assist business areas with questions
- Strong knowledge of the banking products & services and procedures
- Purchase price allocation and goodwill impairment studies
- Demonstrate a knowledge of the role of the Federal Reserve in the financial system and international central banking
- Experience working with international clients and entities is highly desirable
- Demonstrate detailed understanding of operational practices of applicable equipment and Software in assigned areas of knowledge
- Analyst: 2+ years of experience in finance or accounting-related field required
Experience For EMS / Scada Analyst Associate Resume
- Develop strong relationships with key bank clients
- Business valuation experience required
- Relevant work experience in buy-side or sell-side capital markets
- Good knowledge of SAMA regulations and liquidity management tools
- Maintaining and updating collateral files for Ladder’s lenders, investors, rating agencies and internal asset management and trading departments; and
- Monitoring and understanding limits and reporting limit violations of statistical and non statistical exposures
Experience For Quality Analyst, Associate Resume
- Supporting additional fund raising including preparation of presentation materials
- Collecting and analyzing the project’s business requirements and transferring the same knowledge to the team
- Recruiting, training and developing field-based research teams
- Analyzing VAR and PNL for risk/return analysis; providing risk commentary for key VAR drivers and significant VAR movement
- Monitoring and understanding key market movements
- Developing working relationship with the internal Finance teams, Product Control, Market Risk Technology, and the Market Risk Coverage teams
- Analyzing less complex customers’ business requirements and software/product objectives; performing design, configuration and unit tests
- Presenting analysis and making recommendations to committee of analysts within the public finance department
- Participating in rating committee discussions and deliberations
Experience For Performance Analyst, Associate Resume
- Managing issuer meetings and attending at industry conferences
- Building and maintaining relationships with issuers and financial advisors and internal team members
- Collecting and tracking industry / issuer specific data for department-wide research projects
- Working with risk managers and model owners on stress testing methodologies
- Preparing detailed financial models for sizings for the origination and underwriting of real estate loans and other real estate investments
- Reviewing and summarizing real estate leases, licenses, and other agreements
- Assisting with drafting of investment memoranda and presentations to investment committees for approval
Experience For Middle Market Private Debt Analyst, Associate Resume
- Producing quality internal and external written reports including credit committees, criteria, special reports and market commentary
- Communicating Fitch rating methodology and criteria to issuers and investors
- Leading and/or supporting research projects
- Maintaining assigned rating relationships
- Looking to start/further a career in banking/finance
- Providing support to risk managers for ad hoc projects
- Analyzing financial, debt, and operational data related to healthcare related issuers (acute and long-term care)
- Managing risk identification process
- Developing methods and tools to streamline and increase efficiencies of various CCAR and DFAST related work streams
Experience For Credit Risk Analyst, Associate Resume
- Accounting qualifications are considered a significant advantage (ICAEW / ACA / ACCA or CFA qualifications)
- Supporting the Head of the EII Institutional Sales Germany with monthly reports to the German COO Business Management and the EII EMEA Sales Management teams
- Conducting factual research on companies, industries and markets in APAC
- Commissioning projects to subject-based consultants
- Responding to both in-house and client queries
- Supporting specific strategic initiatives and projects that promote the implementation of our long-term strategy
- Working across the Global Strategy and Finance teams to provide periodic updates on business / regional performance and strategy
- Supporting senior management in the preparation of strategy offsites and leadership conferences
List of Typical Skills For an Analyst / Associate Resume
Skills For Senior Analyst / Associate Resume
- Good report writing skills and an excellent command of both written and spoken English
- Excellent organisation skills and the ability to manage and prioritise workload
- Strong communication skills both verbal and written; strong sense of teamwork
- Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
- Strong people management skills to manage by influence or negotiation supporting colleagues and encouraging participation
- Proven financial reporting skills
- Excellent technical skills with the ability to oversee and coach more junior team members (operating models, merger models, LBO, etc )
Skills For Analyst / Associate Director Resume
- Time-management and multi-tasking skills. Be able to prioritize
- Excellent Program and Project Planning skills
- Highly proficient in using Microsoft Excel, strong preference for VBA and other automation skills
- Excellent Excel and cash flow modeling skills
- Good writing and communication skills, team player and self-driven
- Excellent initiative, with ability to effectively manage multiple projects
- Excellent IT, Excel and Powerpoint skills
- Strong knowledge of Microsoft Excel and other technology skills
- Strong analytical and critical thinking skills including a background utilizing Excel and PowerPoint for qualitative and quantitative reporting
Skills For Conversion Analyst, Associate Resume
- Superior verbal communication skills, tact and discretion, and experience managing requests/issues from internal and external clients,
- Strong attention to detail and exceptional work ethic as well as time and process management skills
- High attention to detail, excellent data analysis skills
- Good ability to manage complex processes effectively
- Good communications skills with team and customer
- Highly meticulous, strong communication skills and numeric
- Strong writing, quantitative and communication skills
- Strong verbal and written communication skills (sample upon request)
- Cash-flow modelling and accounting skills
Skills For Analyst, Associate Resume
- Strong financial analysis and modelling capability and good understanding of Excel and PowerPoint
- Personal management skills (e.g. multi-tasking, coordination, communication, project planning)
- Communicate effectively as dealing with different stakeholders (i.e. QIS structuring, Research and IT) is a major aspect of the role
- Solid understanding of financial modeling and in-depth financial analysis, with good research capabilities
- Proficiency in reading skills in Japanese is required as
- Intermediate computer programming and database functionality skills required to help develop desk based tools
- Communication and pitch drafting skills
- Superior real estate financial modeling skills
- Experience in investment banking (M&A and equity capital markets experience would be valued)
Skills For Summer Analyst / Associate Intern Resume
- A proven background in within investment banking with TMT, or related sector, experience
- Innovation and creative skills, challenges the existing processes and status quo
- Proficient in MS Excel and ability to demonstrate financial modelling work experience
- Exceptional communication skills, both orally and in writing, with all levels of staff and brokers and ability navigate and influence externally and internally
- Time management skills, high attention to detail and ability to multi-task
- Relevant work experience in buy-side or sell-side capital markets, and ideally experience in private assets
- FIG experience is critical and at least 3 to 4 full years of experience in Corporate Finance / M&A
- Proficient Microsoft Office (Excel in particular) and Argus Enterprise skills
Skills For EMS / Scada Analyst Associate Resume
- Advanced MS Excel and Power point skills required
- Strong work ethic and effective under pressure
- Demonstrated interest in technology; experience and knowledge of software products, latest applications and technologies
- Well-developed time management and organization skills
- Strong financial analysis capability and good understanding of Excel and PowerPoint
- Strong cash flow models development or audit experience
- Proficient PC skills and sound knowledge of the banking products, services and procedure
- Other European language skills (eg French, German)
- Clear, articulate and concise verbal and written communication skills
Skills For Quality Analyst, Associate Resume
- Experience with transaction due diligence, analysis or other transaction related experience preferable
- Can work effectively within a team environment
- Conducting/participating in routines required by the Process Risk and Control (PRC) group (client consumption vs payment reports, out of scope evidence, etc)
- Programming experience (VBA, SAS, R and/or Python) required
- Programming & Database experience: Visual Basic, Python, Java, C++, Oracle, SQL would be helpful
- Programming experience (Python, Matlab, VBA, R, C++)
- Developing close contacts across industries to ensure a strong depth and breadth of insight into market performance and trends
- Developing close contacts across FMCG industries to ensure a strong depth and breadth of insight into market performance and trends
Skills For Performance Analyst, Associate Resume
- Basic/intermediate understanding of pertinent financial reporting guidance related to portfolio valuations, purchase accounting and goodwill impairment
- Good understanding of financial mathematics including probability theory, statistical analysis, interest rates and credit risk modeling
- 2 – 5 years of experience in asset management, investing/private equity, consulting or investment banking
- Experience with coordinating consultants during design/ development process and tracking budget, change orders, construction reports, etc
- Experience providing implementation and ongoing support services
Skills For Middle Market Private Debt Analyst, Associate Resume
- Experience in leading day to day buy-side and sell-side M&A process management, managing a junior team
- Experience in financial services, preferably in an institutional setting (Asset Management, Private Credit, Investment Banking)
- Credit analyst with experience underwriting and analyzing middle market corporate credits
- Excellent critical thinking, problem-solving abilities
- Experience working in a data engineering role or similar
- Experience working for an investment management, private equity, investment bank or management consulting firm
Skills For Credit Risk Analyst, Associate Resume
- Proven track record of following through and completing projects
- Have at least 3 years of relevant experience in Commercial Banking, Investment Banking, Hedge Funds or Private Equity
- Strong background in reading and analyzing financial statements
- Good knowledge in financial products (Lending, borrowing, Fx Swap, IRS, Spot)
- Experience reviewing back testing results, VaR explains, and familiarity with Dodd-Frank rule requirements
- Experience in real estate, financing, financial modeling and/or general investments
- Exemplary work ethic and interest in working in an entrepreneurial environment setting with a strong team culture
- Ensures SLA requirements are met by prioritizing work queue
- Private equity experience in a public accounting firm
List of Typical Responsibilities For an Analyst / Associate Resume
Responsibilities For Senior Analyst / Associate Resume
- Flexibility to adjust priorities in response to rapidly changing circumstances/deadlines
- Experience with TCP/IPNetworking and knowledge of the OSI model
- Working experience preferably in the financial sector
- Experience in Data analytics and understanding of statistics would be an advantage
- Strong understanding of ETF market – structure, creation/redemption process, market participants
- Demonstrated fluency with a web-scraping tool (for use with Windows)
- Investment Banking, private equity, industry or other relevant experience
- A strong academic record. Engineering or Computer Sciences backgrounds are welcomed
Responsibilities For Analyst / Associate Director Resume
- Demonstrated interest in building a career as an investor in health care companies
- Experience extracting data from IT Operations systems
- Have previous experience in Restructuring, M&A, leveraged finance and/or debt capital markets
- Good knowledge and understanding of the Corporate IT Risk and Control policies
- Approx. 2-4 years of investment / corporate banking experience (or other relevant field)
- Experience in Structuring, Credit & deal execution in Project, Acquisition or Corporate Finance
- Good communicator. Capable of presenting ideas internally and to clients
- Strong understanding of capital markets and the German client landscape
- DM/Engineering support experience
Responsibilities For Conversion Analyst, Associate Resume
- Ideally 2-3 years of relevant commercial real estate finance or CMBS experience, preferably underwriting loans
- A strong work ethic, innovative thinking and a positive attitude
- Good understanding of financial statements and cash flow statement
- 1 - 5 yrs related experience, including within Equity Structured Products
- Solid understanding of Finance and Risk Management would be advantageous
- Experience in Microsoft Office applications and financial modeling
Responsibilities For Analyst, Associate Resume
- Demonstrate a genuine desire to join a collegial, growing and entrepreneurial team
- Hospitality-industry specific work experience in hotel operations and/or hotel real estate
- Hands-on, can-do attitude with the ability to work independently and prioritize numerous projects simultaneously
- Recruiting, training and developing the subject-based consultant team
- Assisting with the preparation of investment proposals, including providing research on specific sectors, markets, projects or companies
- Preparing transaction models (or reviewing models prepared by others) and undertaking financial analysis of proposed investments based on model output
- Facilitating the day to day trading activity of the security lending teams #LI-JH2
- Understanding of trading documentation
Responsibilities For Summer Analyst / Associate Intern Resume
- Creating reports using Excel or other reports tools (Tableau, MS Power BI)
- Initiating and building relationships with sell-side analysts, traders and corporate investor relations teams
- Monitoring trading risk
- Researching investment opportunities matching fund/mandate strategies
- Understanding of financial statements, accounting and finance
- Determining and input of important contract details
- Providing guidance and oversight of the High Availability/Disaster recovery program to ensure a consistent approach across CIB
- Taking ownership of the research to ensure the highest possible quality
- Commissioning projects to field-based research teams
Responsibilities For EMS / Scada Analyst Associate Resume
- Taking ownership research to ensure its of the highest possible quality
- Taking ownership of research to ensure the highest possible quality of output
- Developing close contacts across industries to drive depth and breadth of insight into market performance and trends
- Analyzing critical credit, legal and structural elements of asset backed transaction structures
- Leading transaction discussions with bankers and issuers
- Participating in internal and external meetings
Responsibilities For Quality Analyst, Associate Resume
- Analyzing critical credit,legal and structural elements of asset backed transaction structures
- Willing to work extended hours or weekends to meet program milestones
- Understanding of agile and be able to perform basic Product Owner
- Understanding of Credit Valuation and common asset classes (Equity, Rates)
- Understanding of commercial leases and property operations
- Understanding of application’s transactional flow and the infrastructure
- Understanding of product set – ETFs, index funds and competitive landscape of delta 1 products
- Outgoing nature who puts client-interest first with a “can-do” attitude and a pragmatic flexibility
Responsibilities For Performance Analyst, Associate Resume
- Understanding of non-investment grade loan documentation
- Ongoing project-specific updates
- Understanding of Energy Procurement business (3-5 years)
- Understanding of Electric Settlements business (3-5 years)
- Working in conjunction with lead RM’s and regional management to provide solutions to the ADR issuer clients specifically
- Preparing valuation models for various types of machinery and personal property asset classes
- Performing market research for various industries to estimate replacement costs, fair value, and liquidation value estimates
- Supporting useful lives and depreciation techniques for all types of machinery and equipment
Responsibilities For Middle Market Private Debt Analyst, Associate Resume
- Assisting in report preparation, proposals and executive presentations
- Assist in all aspects of the marketing campaign including: managing confidentiality agreements, updating CRM software and distributing status reports
- Product pricing models: Independently prepare pricing models for derivative product structures using internal pricing models as per the client requirements
- Assist in the development of ratings criteria, including writing relevant reports, and coordinating documentation for the internal approval process
- Dedication to advancing and supporting diversity and inclusion efforts, and encouraging diverse perspectives, ideas, and approaches
- Collaboration with BlackRock’s EMEA Events Team and Marketing on client event planning and organization, Marketing materials and activities
- Play an active role in the research and development of analytical tools and trading systems pertaining to swap trading
- Write and publish the outcome of the rating committee through rating action commentary or private rating letter
Responsibilities For Credit Risk Analyst, Associate Resume
- Support Jones Lang LaSalle’s Hotels & Hospitality Group team members in securing listings, marketing and closing of real estate finance transactions
- Periodic investor and fund document publishing to the Merchant Banking Investor Portal to satisfy regulatory reporting requirements
- Aged Invoices – responsible for organizing and liaising between Research Pricing Team and Operations as it relates to collections
- Accountable for BMO Capital Market’s liquidity and funding risk management, monitoring and reporting processes as the first-line-of-defence
- Assist in drafting and presenting investment recommendations, taking into account the results of due diligence and the aforementioned analysis