Asset Management Resume Sample
Johnathan Corwin
4937 Botsford Camp,
Los Angeles,
CA
+1 (555) 969 9807
Work Experience
Director, Asset Management
08/2017
-
PRESENT
Dallas, TX
- Serves as an advisor to clients on personal planning matters
- Identifies opportunities for the bank to serve in a current or future fiduciary capacity
- Serves as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
- Helps bankers and other team members in their new business efforts
- Personally cultivates relationships with professional advisors (PAs), principally attorneys and accountants, and coordinates the team’s strategy with respect to PA outreach
- As a senior marketer, delivers in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), writes and reviews articles for internal and external publication, and is interviewed for articles in trade and general publications, and other media
- Supports coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Asset Management
02/2010
-
02/2017
Boston, MA
- Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
- Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
- Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank
- Participate in coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors
- Establishes strong working relationships with team members; all functions within PB Technology globally; and across the business as appropriate
- Partner with Relationship Managers, Trust Specialists, and Service Team to strengthen client relationships
- Partner with Relationship Managers to uncover client needs and deliver strategic credit solutions
- Develop credit opportunities from clients/prospects and lead marketing initiatives for a local market
Digital Asset Management Graduate Intern
04/2004
-
01/2010
San Francisco, CA
- Provide training, coaching, and guidance to junior staff
- Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio
- Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
- Partner with Banker to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
- Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
- Play lead role in credit approval process
- Responsible for deal analysis, due diligence and credit presentations
- Supervise credit approval memos/restructure memos
Education
Cabrini University
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- Energetic and driven with the ability to demonstrate excellent relationship management skills Business development and overall marketing skills
- Strong interpersonal skills, excellent communication skills in both oral and written command
- Strong interpersonal skills, excellent stakeholder management skills are essential
- Exceptional technical writing skills, excellent verbal communication skills
- Good problem solving skills and strong analytical , research skills
- Excellent written and verbal communication skills – (specifically financial writing skills)
- Analytic Skills - excellent and efficient skills using MS Excel and PowerPoint tools
How to write Asset Management Resume
Asset Management role is responsible for analytical, interpersonal, presentation, organizational, excel, business, financial, powerpoint, relationship, english.
To write great resume for asset management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Asset Management Resume
The section contact information is important in your asset management 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 Asset Management Resume
The section work experience is an essential part of your asset management 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 asset management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Asset Management resume experience can include:
- Strong project management and editorial skills – able to manage multiple priorities, communicate progress and effectively track deliverables to completion
- Strong interpersonal skills - able to build strong relationships to achieve goals effectively
- Strong interpersonal skills and the ability to work effectively as part of a cross functional team
- Excellent interpersonal skills - ability to communicate effectively with management and stakeholders of all levels of seniority
- Excellent project management skills, especially organizational skills, time management, and high attention to details
- Demonstrate strong organization skills, rigor and solid Excel knowledge
Education on an Asset Management Resume
Make sure to make education a priority on your asset management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset management 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 Asset Management Resume
When listing skills on your asset management 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 asset management skills:
- Strong data modeling skills. Good SQL experience with Sybase or Oracle
- Strong understanding of metrics and how to utilize effectively to manage operation. Experience with implementing metrics
- Excellent organisational skills and attention to detail, including the ability to manage multiple asks to tight deadlines and re-prioritise as required
- Strong interpersonal skills, comfortable with interacting with senior stakeholders and taking them along in your project
- Strong analytical, problem-solving & process re-engineering skills
- Work and support a team, possessing good communication skills
List of Typical Experience For an Asset Management Resume
1
Experience For Director, Asset Management Resume
- Advanced computer skills: MS Office Suite (PowerPoint, Word, Excel, Access, SharePoint) Excellent time and project management skills
- Languages skills – native Mandarin is necessary, Korean language skills would be an advantage
- Project management—excellent attention to detail, solid organization skills and the ability to accurately manage large volumes of information
- Excellent communication skills both verbal and written, with a proven capability to simplify complex messages
- Strong credit risk skills demonstrated by having worked as a credit risk analyst
- Excellent project- and time-management skills, and attention to detail—for example, willing and able to describe progress in writing within a job jacket
- Demonstrate good experience in requirements analysis frameworks and modeling methodologies
2
Experience For IT Asset Management Resume
- Strong Excel and VBA programming skills
- Sense of urgency, intellectual curiosity, resourcefulness, excellent analytical and problem solving skills
- Strong interpersonal, multi-tasking and communication skills
- Excellent MS office skills including PowerPoint, Word and Excel
- 3+years of experience working effectively with technologists, non-technical,creative individuals, business, and legal representatives
- Strong interpersonal skills with the ability to interact with all levels of of the organization globally, including Senior and Executive Management
- Strong analytic, reconciliation and problem solving skills
- Excellent project management, multi-tasking and collaboration skills
3
Experience For Macquarie Asset Management Resume
- Strong PC skills: including MS Word, Excel, PowerPoint and Visio
- Strong analytical and problem solving skills, takes initiative, decisive, accountable, and exhibits critical analysis and judgment
- Excellent communication skills (verbal and written) – Mandarin and Cantonese speaker essential
- Self-motivated, team player with strong work ethic and leadership skills
- Solid investment advisory experience in Financial industry with proven track records
- Excellent analytical, problem solving, time management, interpersonal, written and oral communication skills
4
Experience For VP, Asset Management Resume
- Strong inter-personal skills and the ability to bridge the gap between technical and non-technical colleagues
- Strong interpersonal skills and Detail-Oriented
- Operate and link effectively the Investment aligned groups and Distribution groups within the GIM Solutions group
- Excellent computer skills to include Excel, Word and Power Point
- Excellent communication skills, both verbal and written, and ability to work with colleagues at all levels
5
Experience For Manager, Asset Management Resume
- Excellent Microsoft Office skills (Excel, Powerpoint & Word)
- Strong skills in Microsoft Word, Excel, PowerPoint
- Strong analytical/quantitative, and project management skills
- Good all round PC skills (Microsoft applications)
- Strong communication and negotiation skills both written and verbal
- Strong MS Excel and PowerPoint skills (incl. PitchPro)
6
Experience For Goldman Sachs Asset Management Resume
- Strong analytical and planning skills and highly detailed orientated
- Strong process improvement skills. Responsible to date for quantified results
- This is a Vice President role - Proven and demonstrated experience is required
- Strong interpersonal communication and listening skills
- Strong web development skills, including JSP, HTML/HTML5 and Javascript
- Strong Word, PowerPoint & Excel skills. Working knowledge of SharePoint
- Strong User Interface design skills ideally in HTML5
- Good PC Skills – Microsoft Office Suite (Project, Excel, Word, PowerPoint)
7
Experience For VP Asset Management Resume
- Business Analyst experience in the financial industry with prior development experience
- Strong sale and relationship management skills
- Strong team player with great communication and relationship skills
- Evidence of commercial negotiation skills is required
- Strong leadership and management skills along with high level of self-motivation
- Strong MS Excel, Visio, SharePoint and Access skills required
- Good people, coordination, and project management skills, be able to work with people with different backgrounds and levels
- Communication: strong written and presentational skills Analytical and
8
Experience For RBC Global Asset Management Resume
- Strong communication, organization and follow up skills. Ability to work well on an integrated team
- Strong communication (written and oral) and marketing/sales skills
- Strong mathematical/numerical and analytical/problem solving skills
- Strong quantitative / analytical and critical thinking skills
- Strong business German skills; including the ability to draft reports in the German language
- High levels of motivation, strong analytical skills, the ability to manage competing projects and provide advice in a timely manner
- Produce documentation for presentation at all levels, coupled with a strong interest in further developing technical skills
- Flexible, time management, and ability to prioritise and work effectively to tight deadlines
- Strong written and oral communications, analytical and documentation skills
9
Experience For Asset Management Lead Resume
- Strategic thinker with a strong organisational skillset
- Highly organized and strong follow-up and time management skills
- Strong technical skills with the ability to work closely with the development team to review and develop innovative technical solutions
- Excellent teamwork and conflict resolution skills
- Taking ownership of assigned mortgage approvals acting with a sense of urgency, doing whatever it takes to effectively get the job done
- Understanding or experience with project management concepts, preferably with experience working in successful project teams
- Understanding of the Equity investment process; prior experience with Portfolio Modelling, Order Management and Trade execution systems
- Prior experience working with data extraction and reporting tools, manipulating data and producing reporting using base SAS
10
Experience For Deutsche Asset Management Resume
- Mortgage operations supervisory or management experience, including experience coaching, team-building, and mentoring others
- Talent identification, including understanding skillset requirements, positioning and managing teams to succeed
- Operations supervisory or management experience, including experience coaching, team-building, and mentoring others
- Project management skills, including task planning and management, schedule planning and management, issue management, communications, and status reporting
List of Typical Skills For an Asset Management Resume
1
Skills For Director, Asset Management Resume
- Strong attention to detail, organizational skills, time management, and prioritization skills
- Key words: strong time management, sound judgement skills, good prioritising, team player
- Analytic skills - excellent and efficient skills using MS Excel and PowerPoint tools. Ability to negotiate digital concepts and inform process efficiencies
- Strong research and analytical skills, computer skills required
- Outstanding communication and information sharing skills. Ability to communicate effectively in written, verbal and presentation to Management and Stakeholders
- Outstanding teamwork and communication skills who can integrate effectively within a fast moving, driven team
2
Skills For IT Asset Management Resume
- Strong analytical and creative problem solving skills with experience with working with large data sets
- Strong relationship management, partnership and team building skills. Experience of managing multiple teams
- Strong coaching skills, with the ability to educate marketing colleagues at all levels, and able to help develop digitally inexperienced talent
- Good inter-personal and communication skills, good relationship building at all levels of the hierarchy
- Strong Project Management skills including excellent organisational discipline
- Strong MS SQL developer skills - experience with Transact SQL (stored procedure, trigger indexing and constraint development)
- Resource Skills – demonstrate a command on how to find information and data in the firm by developing a strong network
- Action oriented with strong analytical skills and a proven ability for problem solving
- Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment projects
3
Skills For Macquarie Asset Management Resume
- Excellent communication skills with an ability to build strong working relationships
- Strong project management skills and ability to manage competing priorities/deadlines
- Excellent analytical, problem solving, and time management skills -Demonstrated ability to analyze data and trends and recommend solutions to upper management
- Strong project management skills and ability to forge solid working relationships with people
- Project management – excellent attention to detail, solid organization skills and the ability to accurately manage large volumes of information
- Excellent attention to detail, strong project management skills and ability to meet deadlines
- Strong leadership skills and ability to operate with relative autonomy required
4
Skills For VP, Asset Management Resume
- Multitask and strong organizational skills with the ability to prioritise
- Good PC Skills – Microsoft Office Suite (Word, PowerPoint and strong Excel)
- Good time management and organizational skills with ability to prioritise activities
- Excellent project management skills with the ability to set clear priorities and meet deadlines
- Project management – excellent attention to detail, solid organizational skills and the ability to accurately manage large volumes of information
- Sound budget management skills, communication skills and work ethic
- Good communicator with strong interpersonal and presentation skills is essential
- Possess excellent interpersonal skills with good command of English and Chinese (Mandarin and Cantonese)
5
Skills For Manager, Asset Management Resume
- Strong sales skills and demonstrated ability to close large institutional investment management mandates
- Strong organizational and time management skills; ability to prioritize, multi-task, and adapt to changes in a fast-paced environment
- Excellent organizational skills – ability to be flexible, follow tight deadlines and prioritize work in high-pressure situations
- Good judgement and excellent organisation and communication skills
- Experience in a client focused work environment; ability to build strong relationships and effectively communicate with clients
- Self-starter with strong organizational skills, proactive communication approach, and a demonstrated record of exceptional work
- Strong executive presence and management skills, with the ability to educate colleagues at all levels, and able to help develop digitally inexperienced talent
- Good knowledge of finance, good communication skills and telephone manners
- People Management: demonstrate strong leadership skills to motivate and develop the team
6
Skills For Goldman Sachs Asset Management Resume
- Possesses organizational, multitasking and prioritizing skills while handling high stress situations with tight deadlines
- Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within GRA and across J.P. Morgan
- Strong communications skills, capable of speaking in both marketing and technical terms
- Comfortable working with large volumes of data and possess good data processing skills
- Relationship skills – the ability to build strong relationships with Marketing Directors, Marketing Managers and other managers and colleagues
7
Skills For VP Asset Management Resume
- Strong accounting knowledge and modeling skills, written and verbal communication are essential
- Communicate at all levels displaying strong analytical/writing skills, with an ability to quickly analyze information and creatively reach solutions
- Strong analytical and planning skills; highly detail-oriented while maintaining a strategic, client-focused outlook
- Strong interpersonal skills, including influencing managers, peers and direct reports
- Strong analytical skills, including detailed financial analysis and modeling
- Strong communication, relationship building and influencing skills
8
Skills For RBC Global Asset Management Resume
- Excellent financial modeling skills (operating models, capital structure models, merger models, LBO, etc )
- Strategic planning skills, with particular experience of managing key client sales partnerships
- Strong analytical and planning skills and highly detail-oriented
- Expertise in building financial models in SAS, Matlab, R; excellent Excel skills
- Strong data mining skills (SQL)
- Excellent writing and grammar skills with ability to distill complex model information into clear, concise text
- Strong communication skills as role is client facing
9
Skills For Asset Management Lead Resume
- Strong PC skills including MS Power Point, MS Project, MS Visio, MS Excel and MS Access
- O Good judgment and problem solving skills, responsive and reliable
- Excellent MS office skills, including PowerPoint, Word and Excel
- Strong analytical skills and judgment in evaluating issues
- Would suit an organised, numerate individual with very strong public speaking skills who is prepared to travel extensively
- Strong analytical/numerical skills and be comfortable working with spreadsheets to perform numerical analysis
- Strong planning, communication (verbal and written), project management and execution skills
- Strong analytical and problem solving skills - ability to analyze complicated problems/scenarios to develop root cause analysis as well as remediation steps
10
Skills For Deutsche Asset Management Resume
- Strong communication skills and team working attitude
- Strong analytical, attention to detail, problem solving, and communication skills
- Organized work habits and solid communication skills
- Strong technical skills, ability to influence technical direction
- Strong interpersonal, communication and presentational skills
List of Typical Responsibilities For an Asset Management Resume
1
Responsibilities For Director, Asset Management Resume
- Excellent interpersonal and written skills; ability to present complex ideas and key messages effectively and simply
- Project management - Very strong organizational and project management skills/experience required
- Proven people management experience with established team leadership skills
- Good organizational, prioritization skills
- Effective Communicator, with strong consultative skills
- · Strong analytical and problem-solving skills; high proficiency in managing data with the ability to analyze it and “tell the story”
- Communication ability—grammatical expertise; outstanding written and verbal communication skills; ability to proofread with strong attention to detail
- Strong interpersonal skills for interfacing with all different levels of internal / external stakeholders and management
- Professional demeanor and excellent written and verbal communication skills
2
Responsibilities For IT Asset Management Resume
- Industry expertise – Excellent knowledge of asset management strategies/products in order to effectively drive content creation
- Experience in the financial services industry; at least 3 years prior experience
- Strong analytical and quantitative skills, comfortable with mathematical formulae
- · Excellent organizational skills with the ability to manage multiple projects simultaneously
- Superior organizational skills and experience Microsoft office applications (Word, Excel, Power Point)
3
Responsibilities For Macquarie Asset Management Resume
- Excellent communication skills and ability to partner and collaborate across the organization to meet required project deliverable dates
- Strong skills in Adobe InDesign, Illustrator and Photoshop
- Strong project management and organizational skills with the ability to multi task and meet tight deadlines
- Strong research and analysis skills, with ability to create complex models and synthesize and interpret data
- Confident, with excellent presentation and communication skills (written and oral)
- Excellent PC skills (MS Word, MS Excel, PowerPoint)
- Excellent communication skills to liaise with Portfolio Managers and a wide spectrum of stakeholders
- Strong interpersonal skills with the ability to work collaboratively
- Strong organizational skills; ability to work well with others under a tight deadline
4
Responsibilities For VP, Asset Management Resume
- Excellent verbal, written, visual/ presentation, and interpersonal communication skills
- Strong interpersonal and communication skills – i.e. ability to interact with senior business executives
- Strong MS Access, Excel and quantitative skills are highly desired
- O Excellent communication (written and oral) and interpersonal skills; Tactful demeanor
- O Ability to multi-task and manage priorities effectively and follows-up
- Strong database schema design skills
- Proven experience in managing projects; demonstrated ability to work on multiple projects simultaneously and get up to speed quickly on new projects
5
Responsibilities For Manager, Asset Management Resume
- Team player with good analytical and problem solving skills, proactive, innovative, and able to work independently under pressure
- Clear and effective communication skills (both verbal and written), especially for presenting complex quantitative research
- Personality trait : A good team leader with influence. Good Interpersonal skill and maturity
- Professional demeanor and strong written and verbal communication skills
- Proven team management and leadership skills, ability to be aggressive contributor to delivery focused teams
- Excellent interpersonal and communication skills with external and internal clients
6
Responsibilities For Goldman Sachs Asset Management Resume
- Highly accurate with good attention to detail and analytical skills
- Flexible time management, and ability to prioritise and work effectively to tight deadlines
- Excellent logistical skills
- Excellent communications skills, able to explain content of reports and analysis to portfolio managers
- Excellent computer skills to include Excel, Word and PowerPoint
- Skills required: Experience with operational risk analysis, process improvement, end-to-end process. Proficiency with Microsoft Office applications
7
Responsibilities For VP Asset Management Resume
- Good organizational skills with ability to follow through the feedback and ideas from different internal parties and stakeholders
- Good data processing skills and ability to work with large volumes of data, with attention to details and high level of accuracy
- Good PC skills and knowledge of Microsoft applications essential
- Understanding and prior experience with the Principles of Adult Learning
- Prior experience liaising with related functions, including regulatory and compliance publishing, and digital marketing
- Demonstrated ability to contribute to executive recruiting research and sourcing strategy including experience with Boolean and related search techniques
8
Responsibilities For RBC Global Asset Management Resume
- Possess strong understanding of multimedia design and experience building files for both print and digital
- Problem-solving skillset including the ability to research, gather, arrange, compile, summarize and evaluate data for solutions
- Demonstrated process re-engineering experience around Instrument/Security Master and Pricing
- Structured troubleshooting and performance tuning skills
- One to three years mortgage servicing experience, finance, MIS, or accounting experience is highly desired
- Previous experience in secretarial field, preferably working experience in the banking / financial industry preferable
- Brokerage Trading Experience, including OMS/TOMS Experience
- Demonstrated experience in writing specifications for Distributed Technology applications– Database, Web, Messaging, Java
9
Responsibilities For Asset Management Lead Resume
- Extremely advanced Excel and PowerPoint skills, specifically related to charting and formatting
- Strong sales and marketing experience, with ability to assess cost benefit of pay to play strategic marketing partnerships
- History of effectively managing and understanding of multiple diverse and complex Mortgage processes and functions
- Proficiency in financial modeling, analysis and valuation skills
- Multi-task and adapt to changing priorities in a dynamic business environment and reprioritize to focus on the key issues/topics
10
Responsibilities For Deutsche Asset Management Resume
- Mortgage origination experience. Strong Underwriting background
- Communication ability – grammatical expertise, outstanding written and verbal communication skills, ability to proofread
- Knowledge of database management software and Visual Basic programming skills advantageous
- Good team player willing and able to contribute to, co-operate with, and support others in the achievement of shared goals
- Prior experience using PMAPS and/or Saleforce.com
- Prior experience providing complex investment solutions to high net worth and/or ultra high net worth individuals and/or families
- Proven experience of turning business requirements into recommendations and solutions
- Prior working experience, preferably both local and overseas
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