Associate, Investments Resume Sample
Rick Braun
996 Smith Canyon,
Boston,
MA
+1 (555) 895 4837
Work Experience
Associate, Hotel Investments
02/2017
-
PRESENT
Detroit, MI
- Liaison with each assigned Fund’s independent auditor
- Preparation and dissemination of each assigned fund’s Limited Partner reporting including: capital call notifications, distribution notifications, capital statements and financial statements
- Strong interpersonal skills are necessary in order to communicate effectively with senior management of portfolio companies, internal TW management and outside advisors
- Participate in industry events to gain industry knowledge, network with industry peers, and further increase the team’s presence in the market
- Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
- Knowledge of the development, planning, and execution of sales and transactions tax refund claims
- Two years of corporate tax experience in an accounting firm, corporation, and/or law firm
- Excellent verbal and written communications skills and the ability to articulate complex information
California Associate Director of Philanthropic Investments
09/2014
-
10/2016
New York, NY
- Handle multiple engagements and client service teams IND2016
- Review BU valuation analysis of the underlying investments to ensure valuations are correct in the firm’s books and records
- Work experience, preferably in consulting firm, investment bank, or public accounting
- Very strong interpersonal skills and the ability to build relationships with internal stakeholders and external partners
- Strong analytical and written communication skills – ability to synthesize information and create clear and coherent presentations
- Perform and prioritize multiple tasks simultaneously with excellent attention to detail
- Previous experience creating effective processes to manage voluminous workflow
- Forward looking thinker, who is proactive in identifying issues and proposing solutions
- Understand the task and work independently to accomplish the goal
Uswa Product & Platform Team Alternative Investments Associate
09/2007
-
07/2014
Dallas, TX
- Very strong presentation skills required
- Maintain a strong understanding of the USWA business and the broad US retail industry – including our distribution partner firms business models and competitors’ strategies
- Analyze, research, and underwrite new acquisition opportunities
- Develop financial models and other analytical tools, perform property-level underwriting, prepare and maintain property cash flow projections and IRR models
- Perform and review due diligence materials
- Prepare internal investment committee reports, market studies, hold/sell analyses, detailed business plans, leasing and disposition analyses and recommendations
- Support and assist with asset management reports and ongoing business plan execution
- Monitor fund/individual investment performance
- Actively participate in internal presentations/discussions, formulate and provide insightful opinions to help develop business plans for new investment opportunities
Education
California Miramar University
2003 - 2007
Bachelor's Degree in Finance
Professional Skills
- Strong reasoning and problem-solving skills
- Efficient time management skills and ability to prioritize competing urgent tasks
- Prior experience (1-4yrs) as an Analyst or Associate in Venture Capital or Growth Equity
- Entrepreneurship – we are empowered to act decisively and create value
- Integrity – we are consistent in our thoughts, speech and action
- Experience with a major law firm and/or an in-house legal department, with a focus on or more of the following disciplines is required: fixed income investments, mezzanine lending or equity investments
- Strong analytical abilities and intellectual curiosity, especially for new and emerging technologies re-shaping the Consumer Internet landscape (Mobile, On-demand, Subscription E-Commerce) and Enterprise IT (e.g., SaaS, Big Data, Containers, DevOps, Security, AI)
How to write Associate, Investments Resume
Associate, Investments role is responsible for interpersonal, travel, modeling, research, finance, retail, software, articulate, communications, technology.
To write great resume for associate, investments job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate, Investments Resume
The section contact information is important in your associate, investments 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 Associate, Investments Resume
The section work experience is an essential part of your associate, investments 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 associate, investments responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, investments position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate, Investments resume experience can include:
- Interact with brokers, tenants, buyers, sellers, third-party managers and consultants, lenders, joint venture partners, domestic and international investors and capital partners
- Strong analytical, organizational, communication and problem-solving skills
- Real estate experience in investment banking, private equity, direct investment, appraisal or commercial brokerage
- Advanced knowledge of Argus and Excel financial modeling is required
- Track market activities and develop in-depth knowledge on specific real estate markets, sectors, and investment strategies
- Build and execute strategies for catalytic support in the context of FoodCorps’ 2020 growth plan and capital campaign
Education on an Associate, Investments Resume
Make sure to make education a priority on your associate, investments resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, investments 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 Associate, Investments Resume
When listing skills on your associate, investments 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 associate, investments skills:
- Four to eight years of successful work experience including finance (investment management, investment banking), corporate strategy, consulting and/or investigative research in other fields is required
- Completion of, or progress toward, earning the CFA designation is required
- Broad understanding of portfolio theory, global markets and investment disciplines
- Strong communication and interpersonal skills and a demonstrated ability to work effectively with all constituencies, including Investment Committee members, sophisticated investment professionals, and a broad array of other University constituents
- Willingness and ability to travel domestically and abroad
- Self-starterv Ability to multi-task and work in a team environmentv Ability to work with minimal supervisionv Ability to clearly communicate both verbally and in writing
Related to Associate, Investments Resume Samples
Associate, Consumer Resume Sample
Work Experience
• As a team member, understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; providing guidance, clarification and feedback to less-experienced staff
• Responds to...
Professional Skills
• Excellent organization and communication s...
• Excellent problem-solving skills and roll-...
• Experience in consumer experience design r...
Associate, Digital Resume Sample
Work Experience
• Assess vendor proposals with Integrated Planning team
• Key negotiator working with vendors to ensure smart investments are made on behalf of client
• Works with Integrated Planning team to maintain media budgets and changes to media plan post negotiations
• ...
Professional Skills
• Social media platforms and community manag...
• Excellent project management skills with t...
• Creative and insightful while having stron...
Associate, Securities Resume Sample
Work Experience
• Responsible for ensuring the timeliness and completeness of the team’s daily, weekly, monthly processes and deliverables
• Oversee the system’s reinvestment of all dividends
• Process proxy material via vendor with daily updates to electronic delivery program
•&nb...
Professional Skills
• Proven ability to work in a fast paced env...
• Finance: understanding of market dynamics ...
• Works with regular supervision
Income Associate Resume Sample
Work Experience
• Review trade confirmations drafted by other team members and the vendor
• Actively participate in the overall daily supervision of the processes outsourced far shore
• Deal with regular queries from internal and external clients
• Acts as a back-up for ...
Professional Skills
• Strong numerical and analytical background...
• Understanding of Fixed Income markets, exp...
• Participating in new product development d...
Associate Project Resume Sample
Work Experience
• Lead in the administration of the project portfolio database
• Partner with Program Managers and the cross functional Project Teams to ensure the submissions are created in alignment with established templates and accurate information is submitted to successfully meet reporting and meeting timeline...
Professional Skills
• Strong verbal and written communications s...
• Strong organizational skills to balance wo...
• Strong prioritization skills with an abili...
Specialist / Associate Resume Sample
Work Experience
• Marketing collateral material
• Websites and their content
• Regular market commentary
• Special reports and investment white papers
• Investor newsletters and magazines
Professional Skills
• Solid communication skills including writt...
• Solid communication skills including writt...
• Strong solution sales skills – identify, d...