Global Investment Management Resume Sample
Orlo Stokes
93553 Anderson Lane,
Dallas,
TX
+1 (555) 986 6640
Work Experience
Asset Management Business Manager Global Investment Management VP
03/2017
-
PRESENT
Phoenix, AZ
- Promote more effective use of existing tools and processes(and eliminate those that are not used or are ineffectual)
- Asia Data Warehouse enhancements – Analysis, oversight, testing, user acceptance for various strategic projects and business-as-usual enhancements
- Core reporting and analysis – use SAP Business Objects tools and Qlikview to provide reports and analysis from key information platforms like SalesForce CRM, Data Warehouses, BI Platforms)
- Development of new reporting solutions – creation of new dashboards or reporting based on business requirements
- Act as a champion for GFI’s investment products and capabilities; work closely with the sales team with the objective to grow the GFI business in Asia
- Many events offered to expand network and knowledge of the company
- Mobility encouraged between LOB’s and locations
Global Investment Management
06/2013
-
01/2017
New York, NY
- Leadership, relationship-building andinfluencing skills to drive agenda’s across a number of functions
- Contribute to the ongoing metrics creation for sales teams, including coordinating with the Global Planning & Analysis organization
- Streamline and tech-enable existing manual processes (coordination of SMART, SalesForce.com, and the US Funds Data Warehouse)
- Fulfill ad-hoc reporting requests to support strategic financial analyses for senior management and leadership presentations
- Provide detailed financial analysis and review of the sales activity for the Americas Institutional & Global Insurance business
- Partner with business management on supporting their activities by providing them with financial drivers, on ensuring completeness of the reporting, on building budget and outlook
- Partner with CFO on developing all operating level presentations
- Create and drive efficiencies in all aspects of reporting
Global Investment Management Assistant Legal Entity Controller Analyst
11/2006
-
03/2013
Dallas, TX
- Progress within the company and move through the ranks
- Collaborative environment and team-oriented approach to business
- Exposure to senior management at all levels
- Opportunity to join a unique workplace culture that strives to put the client first and welcomes fresh ideas
- Emphasis and importance placed on diversity
- Excellent training programs that lead to a successful career path
- Offices in over 60 countries allowing for many global opportunities and interactions within the company
- Strong ownership – the role requires end to end ownership of the on-boarding activities for initiatives, covering internal and external stakeholders’ interests including risks, oversight and control and compliance
Education
Palm Beach Atlantic University
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Relevant technology project management experience, with experience in Fund Accounting or Transfer Agency or related banking experience a benefit
- Strong programming skills and familiarity with Matlab or the ability to learn it quickly
- Excellent interpersonal skills as a team leader and player
- A fluent English speaker with excellent written and verbal communication skills
- Excellent communication skills in both spoken and written English and Mandarin
- Knowledge and/or experience with agreement negotiation skills
- Excellent communication skills in both spoken and written English, and Mandarin
How to write Global Investment Management Resume
Global Investment Management role is responsible for negotiation, mandarin, english, interpersonal, modeling, testing, training, finance, credit, securities.
To write great resume for global investment management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Global Investment Management Resume
The section contact information is important in your global investment 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 Global Investment Management Resume
The section work experience is an essential part of your global investment 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 global investment 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 global investment management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Global Investment Management resume experience can include:
- Relevant project management experience, with solid experience in Fund Accounting
- Proven experience with CRM strategy and an integrated digital roadmap in a multi faceted sales and marketing environment
- Work effectively with different internal parties and able to present on the team’s behalf
- Managing effective and efficient communication of projects with senior management and senior business stakeholders
- Relevant experience (e.g., strategy consulting, banking, program management)
- Develop strong internal/external relationships and an in-depth understanding of clients’ servicing needs
Education on a Global Investment Management Resume
Make sure to make education a priority on your global investment management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your global investment 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 Global Investment Management Resume
When listing skills on your global investment 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 global investment management skills:
- Good interpersonal skills and willing to work in a team
- Excellent general/report writing and presentation skills (in English)
- Experience in all-rounded marketing; Experience in asset management / financial services or other regulated industry is essential
- Superior communication skills and adept at dealing with colleagues at all levels
- Communicate effectively with clients, internal service partners, and Fund Accounting
- Solid production support experience of the large-scale mission critical applications in financial institution
List of Typical Experience For a Global Investment Management Resume
1
Experience For Asset Management Business Manager Global Investment Management VP Resume
- Oversee risks associated with GIM EMEA New Business Initiatives (NBI) and other programs within the business and challenge the control environment within these programs
- Develop strong product and platform expertise to drive fund on-boarding and selection for focus product lists with key accounts
- Perform analysis and produce effective reporting and scorecards for the regional and global senior management
- Managing regular reporting issue resolution, taking responsibility for escalation, options evaluation and management through to resolution
- Assisting in ad-hoc support or requests whenever required
2
Experience For Asset Management Global Investment Management Resume
- Developing reports and capabilities that deliver real benefit to the business
- Process Unit Trust dealing orders per instruction (subscription, redemption, switching, transfer)
- Handle complex processing, servicing, or settlement of transaction/deals
- Security, FX and Derivatives trade confirmation, settlement, instruction to custodian and trustee, fail control, booking, trouble shooting
- Assist Managers to create messaging, communication and sales ideas for JPMorgan product line
3
Experience For Global Investment Management Legal Entity Control Supervisor Associate Resume
- Stock idea generation and monitoring macro, market, and company developments
- Perform month-end financial close including analysis of accruals, expenses in general ledger and headcount
- Coordinate with GSR teams in other regions to ensure consistent global mapping across regions and deliver an integrated client due-diligence approach
- Assist in identifying product solutions to complement distributor’s product platforms
- Responsible for Trade Support control framework, ensuring our internal control policies are updated regularly and adhered to at all times
- Involve Guideline Management team in Japan performing day-to-day activities
4
Experience For Global Investment Management Product Strategy Resume
- Work closely with the Fund Managers and relevant parties to provide daily result for their ongoing business requirements
- Handle client account opening and maintenance
- Perform research inquiries regarding trade and settlement activities
- Complete account bookings and processing
- Account opening, maintenance with related parties (Trust bank, Custodian, Brokers, Investment delegated parties etc.)
- A passion for marketing and customer focused
- Pro-active and hard working
- Assist Guideline Management team performing day-to-day activities
- Team player with an open attitude to sharing ideas and knowledge
5
Experience For Global Investment Management Legal Entity Controller Associate Resume
- Proficient in Microsoft Excel, Access, and PowerPoint, Query based reporting and data visualizations tools, BusinessObjects and QuickView
- Sound regulatory and business knowledge of Asset Management, Banking or Financial Institutions
- Extensive diary management/arranging meetings
- An interest and understanding of portfolio management systems
- Secretary of the different risk and control committees in GIM EMEA and prepare/present required updates and materials as needed
6
Experience For AM Global Investment Management Fixed Income Resume
- Communicate and Implement consistent operational risk policies, procedures and practices across GIM EMEA
- Research, plan and undertake detailed testing reviews, in accordance with the IM Asia’s testing program to assess compliance with applicable rules and regulations
- Demonstrate knowledge and exposure in the following areas: Fixed Income, Equity and Global Multi Asset Group (GMAG) are essential. Alternatives funds (hedge funds, private equity, ETF and real estate strategies) are preferable
- Present end to end process, risks, and issues to stakeholders, ensuring appropriate approvals are obtained
- Assist Guideline Management team in Hong Kong performing day-to-day activities
- Work closely with the Fund Managers and Traders to provide daily support for their ongoing business requirements
- Work closely with the GMC Projects team providing SME support to help drive initiatives within global strategic roadmap
- Work within a flexible manner, willingness to undertake additional ad hoc operational tasks as required for the successful delivery of an initiative
- Develop strategic plan to deliver product intelligence across all communication mediums
7
Experience For Global Investment Management Finance VP Resume
- Become subject matter expert on JPMorgan product range, competitor products, and industry trends
- Coordinate focus funds and strategies setup across Funds and Institutional business
- Utilize expertise to participate in development of asset class campaigns, sales aids, Q&A, product brochures, etc
- Lead the Sales support function for J.P. Morgan Asset Management’s South East Asia Funds business - work closely with Client Advisors in the Fund Sales team to strategically grow key client relationships and provide the highest quality of support to our clients through managing a comprehensive sales support framework and process
- Project support - liaise with J.P. Morgan Asset Management’s overseas offices on a regular basis and represent the South East Asia Fund Sales team for key initiatives and/or projects
8
Experience For Asset Management Global Investment Management Equity Middle Office Resume
- In-depth analysis of industry and competitive dynamics
- Financial modeling, underwriting, and valuation of real estate investments (new opportunities and existing projects) to support acquisition, asset management, and divestment activities
- Assist in drafting of investment memorandums for both internal investment committee and external client presentations
- Support client activities by preparing presentations
- Develop regulatory transaction reporting capability across the region
- Participate in ongoing efficiency initiatives
- Lead and participate in global and regional projects and initiatives by working closely with other members in the regions and globally
- Understand, collect and report regional project summary and provide project status update for regional and global reporting
- Adhoc reporting and analysis requests, often to tight timescales
9
Experience For Head of Global Investment Management Compliance Testing & Monitoring Resume
- BAU reporting and application management
- Investigation and timely resolution of failed trades & settlement inquiries
- Or above of work experience within the investment management/ financial service/ auditing/compliance/ consulting industry with a strong exposure to KYC/ AML/ CDD/ EDD
- Exemplary client engagement and interaction skills
- Develop solutions to promptly meet senior management’s information needs and support time critical consolidation
- Application development initiatives with our technology partners
10
Experience For AM Global Investment Management Resume
- Navigate the wider technology organization; build relationships to manage the team’s agenda with our critical technology partners
- Closely monitor and track progress on requests for information and projects at the same time
- Represent the team participating in new business initiatives, defining new operating models, building out related technology requirements & process maps/procedures
- Represent the team on all regulatory related matters, working in close partnership with control functions and technology to design and implement automated reporting solutions
- Manage alignment initiatives across the region and globally, working in close partnership with operations groups, technology and control functions
- Help foster a culture of continuous improvement across the team by identifying ongoing opportunities to improve training, efficiency, scale & reduce operational risk
- Strong background in, and familiarity with Asset Management business or corporate functions would be helpful
List of Typical Skills For a Global Investment Management Resume
1
Skills For Asset Management Business Manager Global Investment Management VP Resume
- Strong relationship management skills, diplomacy, negotiation and influencing skills
- Relevant project management experience, with solid experience in Transfer Agency
- Strong PC computer skills (Excel, Word, Powerpoint, internet etc.)
- Proven experience defining a successful eBusiness strategy and demonstrable ability to deliver complex projects in a global environment
- Relevant experience (e.g., strategy consulting, banking, program management)
- Significant experience leading agencies, internal marketing and technology teams
- Experience of management reporting and dealing with senior management
- University graduate of Computer Science or equivalent with 7+ years of working experience
- University graduate of Computer Science or equivalent with 5+ years of working experience
2
Skills For Asset Management Global Investment Management Resume
- Solid understanding of user research, user-centered design principles and online consumer behaviour
- Proven success in managing digital assets in an international organization
- Proven success in business
- Demonstrated analytical and logical thinking to understand, analyze and solve complex business processes
- Multi-task, learn quickly and build strong partnerships with global team members and key stakeholders
- Excellent coordination and time management
- Work experience in real estate / investment industry (preferably real estate investment)
- Asset Management/Global Investment Management audit or business experience
3
Skills For Global Investment Management Legal Entity Control Supervisor Associate Resume
- Highly proficiency in Microsoft Office, excellent in Excel, Word, Power Point, Visio and/or Access
- Min. 5 years of experience in middle office, risk, compliance, risk or other related field
- Work experience in asset management industry is an advantage
- Possess high sense of urgency and accuracy, Good risk and control mindset
- Providing general support, including printing, booking meeting rooms, stationery re-ordering, mail, etc
4
Skills For Global Investment Management Product Strategy Resume
- Selecting, engaging and overseeing technical consultants, and coordinating their efforts with sellers, acquisitions officers and asset managers
- Coordinating and reviewing consultant due diligence reports, including pursuing open issues and risks
- Reviewing those issues with investment colleagues. Identifying, quantifying and managing risk in a proactive manner
- Monitoring and dealing with manager's emails where appropriate
- Monitoring approval queues and flagging as required
- Monitoring GIM EMEA’s compliance with Operational Risk Management Framework and internal oversight including firmwide op risk policies and procedures
- Understanding of business and management functions in local Taiwan Asset Management and/or related financial services industries
- Providing oversight for the stability of the production environment within the change management process
- Conducting technical due diligence on current acquisitions, focusing on architectural, engineering and environmental aspects
5
Skills For Global Investment Management Legal Entity Controller Associate Resume
- Recommending an appropriate capital reserve and working with investment colleagues to achieve an appropriate final underwriting
- Formulating and articulating investment views and recommendations--both in detailed written reports and oral presentations
- Working closely and maintaining relationships with Int’l Portfolio Managers
- Acting deputy to the Head of HK Trade Support. Represent the team at forums and committees as required by the Head of HK Trade Support
- Collaborating with colleagues to close transactions and to prepare a go-forward plan for asset and property management
- Working with colleagues from Investment Director, Oversight & Control, and Compliance to ensure sound controls are in place and are followed accordingly
- Raising technology requests
- Preparing for and presenting new product initiatives at local and regional product committees and, if required, also at global committees
6
Skills For AM Global Investment Management Fixed Income Resume
- Professionally fielding phone calls, addressing issues or redirecting as appropriate, and distributing messages in a timely and appropriate manner
- Maintain end to end ownership of the on-boarding activities for initiatives including participating NBIAs (New Business Initiative Assessment)
- Partner with Training for Panel Assessments and competitive product positioning training
- Gain an understanding of the Investment Management industry and JPMAM’s product offering and solutions capabilities
- Work with Oversight and Control teams, maintaining knowledge of the NBIA policy and supporting its key objectives
- BA/BS is required, preferably in Marketing, Business, Finance or MIS/IT
- Perform continuous monitoring of various GIM business groups
- Gain an audience with key decision makers and influencers at potential clients
- Assist in the research and enhancement of the risk methodology for Newton. The methodology covers sensitivity, stress, VaR and factor modeling, for both investment (market) and counterparty (credit) risk
7
Skills For Global Investment Management Finance VP Resume
- Provide risk analysis at both the portfolio level and security level by determining the qualitative and quantitative factors driving change in risks and exposures. Analysis is provided to the independent risk teams and users of Newton within the LOBs
- Driving and supporting Investment Management Asia’s strategic agenda for growth and market-share capture by providing timely competitive intelligence on flows, asset growth, product trends and performance tracking
- Delivering product sales ideas that leverage current market events and competitive opportunities
- Providing a programmatic approach to the profiling of top opportunities to speed the sales cycle around closing of new business and cross-selling products into existing relationships
- Create APAC application portfolio to provide execution discipline and timely reporting
- Drive the application resiliency analysis and work with the teams to ensure action plans to close out gaps
- Perform various aspects of audit activities in accordance with department and professional standards and guidelines. Audit activities include audit planning, perform detail risk and control assessments and test work, workpaper documentation and finalization of audit finding and report
- Establish strong work relationships with business management within GIM and supporting groups (e.g., Compliance, Risk, Oversight and Controls and Operations)
8
Skills For Asset Management Global Investment Management Equity Middle Office Resume
- Research and develop monitoring and testing programs
- Relevant Compliance and/or Investment Management experience or other related experience such as legal, risk management, audit , operations controls or similar. A strong audit background and/or professional accounting qualification would be an advantage
- Good organizational skills with the ability to share the workload of the testing team and prioritize in order to meet tight deadlines. Strong self motivation with an ability to work independently and also execute reviews within defined timescales
- Proved ability and experience in implementing large strategic initiatives with significant technology and operational component
- Demonstrate Risk awareness and escalation
- Be a team player, able to work with other team members across compliance globally and carry out ad hoc tasks when required
- University graduate and/ or CFA
9
Skills For Head of Global Investment Management Compliance Testing & Monitoring Resume
- Awareness of Regulatory change and impact to business
- Willingness to take on additional tasks as required
- Product knowledge of Investment management product offerings e.g., Mutual Funds, etc
- Language Competencies – English, Mandarin and Cantonese
- Knowledge of applicable laws and regulatory requirements related to investment management such as Investment Advisors Act, Investment Company Act, OCC 12 CFR 9 and ERISA
10
Skills For AM Global Investment Management Resume
- Lead/execute multiple audits at once (proven ability to be able to multi task and be able to change priorities)
- Extensive experience of local marketing through digital marketing and online brand building techniques, ideally with expertise within financial services
- Managing project initiatives and controls across Asia Pacific region
- Working with stakeholders to help define and drive requirement and execution
- Working with colleagues from Oversight & Control, Risk and Compliance to ensure sound controls are in place and are followed accordingly
- Exceptional written, verbal and creative communication skills including excellent story telling skills with the ability to develop impactful executive presentations
- Relevant experience (e.g., strategy consulting, banking, program management)
List of Typical Responsibilities For a Global Investment Management Resume
1
Responsibilities For Asset Management Business Manager Global Investment Management VP Resume
- Prior experience in Financial Services Industry
- Self starter who can operate independently and under tight timelines
- Understanding of costing principles, methodologies and applications
- Contributing to team-wide efforts/projects such as risk assessment methodology enhancements, portfolio-wide reviews and preparing management presentations
- Organizing the design and development of the Project, ensure risk management strategies are followed and reviewed within guidelines
- Performing ad hoc research on financial sector and financial markets & instruments
- Performing on-going credit monitoring, and ad hoc exposure and credit reviews
- Working closely and maintaining relationships with Portfolio Managers
2
Responsibilities For Asset Management Global Investment Management Resume
- Work closely with business partners and other operational leaders and be able to influence business decisions to determine future strategic operating model
- Work closely with technology and senior operational leaders to implement outsourcing solution
- Responsible for running complex projects, ensure projects are delivered with high quality, on scope, on time & on budget
- Technology Project Manager for the outsourcing program with accountability for Design / Manage / Implement of the roadmap
- Provide the highest quality of client advice and support for J.P. Morgan Asset Management’s funds via active client engagement
- Strategically build and grow J.P. Morgan Asset Management’s key relationships in the South East Asia region with a focus on business development opportunities in Malaysia
- Be a part of J.P. Morgan Asset Management’s global network and potentially represent the South East Asia Funds business for future initiatives and projects
- Relevant product development experience within the Hong Kong funds industry
3
Responsibilities For Global Investment Management Legal Entity Control Supervisor Associate Resume
- Strategically manage and grow J.P. Morgan Asset Management’s relationship with key global and regional clients
- Proactive partnership with the other groups in the AMCB Audit team and the Audit department to ensure the deliver a seamless program of audit coverage across all lines of business and corporate functions
- Solid development experience and well versed with full development life cycle
- Experience in application development
- Conduct monitoring and coding with compliance system investment guidelines, regulations, and business control. And make appropriate escalation to comply all the guidelines
4
Responsibilities For Global Investment Management Product Strategy Resume
- Involve GMC Projects driven initiatives within global and local strategic roadmap
- Detailed research and analysis of individual stocks and sectors within Korea equities universe (focus on industrials)
- Arrange settlement of client money on subscription
- Assist team leader in project related activities
- Resolve transaction exceptions or rejects
- Complete routine operational reconciliations
- Leadership skills: demonstrates a professional, positive and mature attitude at all times; displays J.P. Morgan’s core values and business principles; leads by example
- Perform cash/ securities/ portfolios reconciliation versus custodian’s and/ or counter-party’s records
- Monitor the global custodian’s services
5
Responsibilities For Global Investment Management Legal Entity Controller Associate Resume
- Operate current legal entity structure, specifically handling month-end closing, analytical reviews of financial results, prepare financial statements and complete periodic regulatory reporting
- Liaise with the tax authorities, external auditors and regulators
- Co-ordinate with internal stakeholders, and be active member of GIM Asia Finance Governance Committees
- As a team to achieve overall business objectives, i.e. sales targets and other KPI
- Perform fund valuations for pooled and segregated funds
- Support documentation work for contract
- Fund Operation Support – Fund of Funds both onshore and offshore fund order placement, confirmation, Income collection etc
- A focus on stakeholder management
6
Responsibilities For AM Global Investment Management Fixed Income Resume
- Professional and confident – not afraid to push back
- A ‘can-do’ positive attitude
- Desire to learn with an ability to multi-task and project manage
- Business liaison between all Asia functional teams (Sales, CS, CAO, Compliance, Legal, Operations, Tech, Finance and other control functions), the service provider and the internal program team
- Serve as point of contact for project level issues / questions / escalations
- Partner closely with global & location/region managers to establish consistency and best practices and provide thought leadership
- Understand model mechanics, data flow and the application of drivers and metrics
- Work under rigid deadlines
7
Responsibilities For Global Investment Management Finance VP Resume
- Analyze and document current state business processes
- Collect and analyze data, interpret results, and make recommendations
- Define, document, and implement improvements to processes
- Analyse and document current state business processes
- Collect and analyse data, interpret results, and make recommendations
8
Responsibilities For Asset Management Global Investment Management Equity Middle Office Resume
- Highly analytical with an eye for detail - Methodical thought process to resolving problems and interpreting business requirements. Demonstrates ability to quickly analyse information to develop insights and conclusions
- Project Management – Ability to lead projects from end-to-end, while balancing the interest of different parties and understanding the needs of front office / management, the capability of Operations and the available resources of the Tech team
- Experience with implementation of any investment compliance systems, e.g. Sentinel, Bloomberg AIM, Charles River
- Prioritise as well as cope with and manage change
- Knowledge in products, markets and regulations
- Industry qualifications such like CBCP, CISA, CISSP, ITIL would be advantaged
- Professional qualification in related field is an advantage
- Knowledge of investment products and investment industry market practices
9
Responsibilities For Head of Global Investment Management Compliance Testing & Monitoring Resume
- Regulatory report creation
- An eye for detail is key
- Liaise with colleagues across J.P. Morgan lines of business, both internally and internationally, in the computation and control of transfer pricing arrangements.
- Partner with CAM (or Client Service) to deliver client’s requirements on Asia platforms on lifecycle events including account on-boarding, custody changes, off-boarding and transition
- Establish strong work relationships with GIM business and control groups (e.g., Risk, Compliance)
- Cash and derivatives trading in China
10
Responsibilities For AM Global Investment Management Resume
- Fluent in English, Korean
- Proved ability and experience in implementing large strategic initiatives with significant technology and operational component, working knowledge of Agile methodology
- Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a global organization
- PMP, PMI-ACP or Certified Scrum Master, or other formal project management discipline
- The role provides visibility to senior business management, country heads and sales people through the delivery of information that drives business decisions and understanding
- Working with the Asia distribution teams, Product Development, Product Strategy, Fund Support & Management and Finance globally affords further insight into the Asset Management business and our mutual fund vehicles
- Application Support of the Front Office Investment and Trading as well as Operations, Client Reporting and Sales Team, including interfacing with portfolio managers and traders daily
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