Investment Management Division Resume Sample
Sophie Brekke
9961 Dillon Spur,
Los Angeles,
CA
+1 (555) 884 8095
Work Experience
Investment Management Division
12/2015
-
PRESENT
Houston, TX
- Learn and communicate the Fundamental Equity Team’s investment philosophy, process, product positioning and current market trends to internal and external clients
- Develop knowledge of industry trends, competitive landscape and investment team’s capabilities to facilitate improved client experience
- Interact with the firm’s Credit department to provide comprehensive credit assessments of individuals and their related entities across a variety of transactions and make judgments with regard to acceptable levels of risk to be taken with each
- Resourceful, energetic, attentive to details and capable of multi-tasking in a fast paced environment
- Work with the sales team to develop deep relationships with key client’s and our target client base in order to understand the clients’ investment direction, providing advice and solutions to clients leveraging GSAM’s global resources and capabilities
- Analyzing credits for investment purposes (analysis might include financial modeling, accounting review, assessment of management’s communications, assessment of third-party research, and interrogation of management and sell-side analysts, among other research)
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients covering the South East Asia Market
- Keep up-to-date with GSAM’s investment strategies and the wider market
Investment Management Division Product Control
07/2013
-
11/2015
Phoenix, AZ
- Coordinates with other administrative personnel in Mutual Fund Board of Trustee
- Ad Hoc Projects include logistical support of TPD Sales Meeting and Mutual Fund Board Meetings
- Coordinates with other administrative personnel across businesses
- Respond to and follow up on requests in an accurate and efficient manner
- Ongoing assessment and communication of GSAM’s product competitive positioning
- Safeguard the reputation of the firm by controlling and supporting the trading divisions, as well as ensuring that they are in compliance with the firm’s policies and with the rules/regulations that govern global financial markets
- Work Experience: 2+ years’ (post qualification)
- Working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
Returnship Investment Management Division
09/2006
-
06/2013
Houston, TX
- Assist on projects related to platform development and other infrastructure/process issues
- Conduct competitive analyses, peer group analyses and overall market research SKILLS &
- Identifying and researching prospective investors, analyzing the role of alternative investments in a client's portfolio, and working with clients and the investment teams to develop unique solutions
- Support the team's client interactions through the development and production of marketing materials, analysis and review of client portfolios, collection and analysis of relevant market data, as well as participation in AIMS strategic initiatives
- Data management and review, preparation of monthly, quarterly, and annual client reports, including both quantitative and qualitative information such as performance, diversification, and portfolio holdings
- Work closely with other areas of AIMS and the broader firm including AIMS Risk Management & Analytics, Client Service teams, Fund Accounting/ Controllers, Operations, Technology, and Legal and Compliance
- Lead marketing activities on AIMS products to expand AIMS business in Tokyo through closely coordinating with investment team outside Japan
- Create product profiles, pitch books and other marketing materials focused on AIMS services, products, and performance
- Work closely with investment team members outside Japan to prepare materials for meetings with prospects and clients
Education
Southwest University
2001 - 2006
Bachelor's Degree in Management
Professional Skills
- Strong analytical and communication (oral and written) skills, including Dutch language skills
- Strong analytical and communication (oral and written) skills, including German language skills
- Excellent communication, organization, and multi-tasking skills with ability to set own priorities
- Good organizational skills – ability to multi-task and prioritise effectively
- Strong client focus, business development and relationship management skills with an emphasis on building a new client base
- Proven ability to communicate effectively with clients and internal stakeholders
- Nordic language skills required
How to write Investment Management Division Resume
Investment Management Division role is responsible for integration, finance, credit, database, trading, reporting, design, research, digital, travel.
To write great resume for investment management division job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Management Division Resume
The section contact information is important in your investment management division 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 Investment Management Division Resume
The section work experience is an essential part of your investment management division 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 investment management division responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment management division position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Management Division resume experience can include:
- Fundamentals-driven research expertise/experiences (5+yrs of experience)
- Handles phones calls and interacts with high level business leaders in a professional and effective manner
- Native level Japanese and excellent command of English
- Experience in asset management industry or financial industry
- Build on your knowledge and experience as an FX expert within a cross asset team
- Participating in cold-calling/prospecting activities
Education on an Investment Management Division Resume
Make sure to make education a priority on your investment management division resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment management division 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 Investment Management Division Resume
When listing skills on your investment management division 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 investment management division skills:
- Fluent English language skills essential and French language skills would be an asset
- Fluent English language skills essential and French language skills a definite advantage
- Strong organisational/ project management skills; ability to work under pressure and to meet demanding deadlines
- Good coordination and communication skills with all levels of counterparts
- Excellent communication skills, both verbal and written in both English and French (or other European languages)
- Advanced excel skills and excellent analytical ability required
List of Typical Experience For an Investment Management Division Resume
1
Experience For Investment Management Division Aims Private Equity Investment Team Resume
- Participate in prospecting and research meetings to help continue to grow the UK fiduciary business
- Partner with sales and product teams to understand specific commercial objectives in order to develop unique content and positioning
- Interactive investor flow notification with the liquidity funds' portfolio management teams
- Coordination and execution of fund dividends and TA bank account related processes, such as bank charges, interest claims, commissions, tax payments, and foreign exchanges
- Implementation and maintenance of Distribution and Rebate agreements as well as the ongoing calculation of trailer and rebate fees, working closely with sales, legal, and portfolio management teams
2
Experience For Finance Investment Management Division Fund Controllers Analyst Resume
- Coordination of new fund and share class launches and set-up on internal and external systems and platforms, working closely with distribution services, product development, and the funds group teams
- Provision of management/board reporting and information for ad-hoc management requests
- Provides administrative support in a complex team environment to multiple senior professionals
- Provides ad hoc support to broader team as needed
- Coordinates internal / external meetings and conference calls
- Prepares and distributes team correspondence, memos, letters, reports or other documents as requested
- Presentation of investment ideas to the global Fundamental Equity team
- Playing a key role in implementing, managing and evolving our Product Governance Framework, including demonstration of our adherence to the product governance requirements under MiFID II
3
Experience For Returnship Investment Management Division Salt Lake City Resume
- Track progress against the framework through
- Relay GS research and market views to Private Wealth Advisers
- Support senior team members to execute business development efforts by helping with prospect pitches, product presentations, and requests for proposals (RFPs) across a broad range of asset classes including Fixed Income, Equities, and Alternative investments
- Identify market opportunities for PWM clients across the range of FX and FICC products, and provide fast and timely execution
- Develop and recommend investment ideas based upon client’s investment objectives, portfolio risks, relevant market exposures and relative value considerations
- Interpret pension accounting disclosures (IAS 19), actuarial valuations, and recovery plans
- Educate internal stakeholders on FX and macro markets
4
Experience For Returnship Investment Management Division Resume
- Structure, price, and execute cross-asset OTC derivative implementations for clients
- Interpret actuarial cash flows and their interest rate and inflation sensitivities to develop asset-liability analyses and asset allocation recommendations
- Develop and communicate materials for clients and prospects such as presentation books, requests for proposals and additional analyses
- Develop research views on both macro and micro-level investment issues
- Develop strategic campaigns, including educational programs and events, to establish GSAM as the asset manager of choice and strengthen leadership position in thought leadership and investment excellence and build brand awareness of the Private Wealth Business across EMEA and Asia-Pacific
5
Experience For Investment Management Division Product Control Resume
- Responsible for creating and continuously improving foundation, channel and product-specific marketing collateral for print and digital execution
- Work closely with various internal constituents, of all levels, including distribution professionals, investment teams, management, compliance, and global marketing team members
- Ensure all marketing content is compliant and meets local market regulations
- Work on strategic campaigns, educational programs and events, to establish GSAM as the asset manager of choice and strengthen leadership position in thought leadership and investment excellence and build brand awareness of the PWM business across EMEA and Asia-Pacific
- Create and continuously improving foundation, channel and product-specific marketing collateral for print and digital execution
6
Experience For Investment Management Division Resume
- Responsible for driving design and delivery of market intelligence insights across GSAMs EMEA and international business – ranging from soundbites on market dynamics and GSAM competitive positioning and key market trends to in-depth customized product level analysis for sales and/ or portfolio teams
- Key contributor to EMEA product strategy related discussions and onward product design processes – analyzing market landscape, peer group and GSAM portfolio features and positioning
- Contributing to ongoing range management exercises
- Managing pipeline of ad-hoc market intelligence or competitive positioning requests
- Managing day to day relationships with external service providers to ensure GSAM leverages the full depth and breadth of data and analytical services available
- Energetic, enthusiastic stock-picker
7
Experience For Investment Management Division Aims Private Equity Investment Team Resume
- Selective direct client coverage
- Work closely with our New York and Hong Kong teams to ensure ideas reach the PWM franchise globally
- Familiarity with LDI
- Flexible & reliable
List of Typical Skills For an Investment Management Division Resume
1
Skills For Investment Management Division Aims Private Equity Investment Team Resume
- Attain the skills needed to build relationships with current and prospective clients and develop a strong network of intermediaries
- Excellent organisation skills, with an attention for detail and the ability to drive and deliver multiple projects and initiatives at once
- Strong interest in the financial markets and a good investment sense/commercial instinct
- Scandinavian language skills are essential
- An ability to communicate effectively with both senior and junior colleagues in both written and verbal form
- Strong work ethic, hard working
- Intelligent, creative, and good problem-solving abilities
- Work Experience: 3+ years’ (post qualification)
2
Skills For Finance Investment Management Division Fund Controllers Analyst Resume
- Work Experience: 3+ years? (post qualification)
- Time-management and the ability to prioritize
- Secretarial experience required in an Investment Bank
- Experience of MiFID II would be helpful
- Investment or portfolio management experience or in a field related to defined benefit pension scheme management
- Market intelligence / insights and/or product strategy role experience beneficial but not required
- Understanding of UCITS Funds or AIF’s across Luxembourg, Ireland or Cayman would be a distinct advantage
3
Skills For Returnship Investment Management Division Salt Lake City Resume
- Understanding of the European asset management industry, products, clients, regulations, competitors
- Native level fluency in Japanese and English (speaking, reading, and writing)
- Exposure to project-based work, especially with thinking through and delivering policy and process improvements
- In a marketing or strategic/research writing role
- Assist with trading and provide client service and team support
- Knowledge and understanding of Excel, PowerPoint, and Word and adaptability to other software products
- Interest in learning technology systems
4
Skills For Returnship Investment Management Division Resume
- High level of accuracy and the ability to maintain this standard under pressure from reporting deadlines
- Proactive - follow up where necessary without prompting and seek clarification when needed
- Communicate and market complex ideas and strategies to clients of varying levels of sophistication
- In a similar role within a leading player in the investment management industry
- Product and market knowledge and the ability to synthesize information from multiple sources and develop a clear, compelling story
- Analyse equity and fixed income portfolios for risk and return characteristics
5
Skills For Investment Management Division Product Control Resume
- Research internal and external investment vehicles for client asset allocation
- Speak Mandarin and Cantonese
- Strong interest in the financial markets and good investment sense/commercial instinct Ability to work in a fast-paced environment and think clearly under pressure
- Passion to alternative products
- Knowledge of multi-currency domestic/cross border payments
- Quick learner who is able handle multiple tasks simultaneously in a fast-paced environment
- Relevant industry experience, preferably in an institutional FX sales/trading role, cross asset sales team, or a private wealth markets professional / family officer
- Discuss macro markets, cross-sell into other FICC asset classes, and cover sophisticated FO clients
- Serve as a primary relationship manager to clients and clients? advisors
6
Skills For Investment Management Division Resume
- Analysis and reconciliation of the team?s business
- Fluency in Italian essential
- Communicate at all levels include Board of Directors
- Willingness to help and be part of a team
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment - Excellent interpersonal skills and ability to build and foster a strong network of relationships
- Highly skilled in MS Office applications, Excel, Word, PowerPoint
7
Skills For Investment Management Division Aims Private Equity Investment Team Resume
- Knowledge in middle/back office of financial institution, legal/compliance in asset manager would be useful
- Swedish language is required
- Preference for qualified actuary, CFA charterholder or MBA
- Highly organised individual able to manage multiple tasks in a fast-paced environment
- A passion to deliver quality on a timely basis, continuously and relentlessly
- Awareness or involvement in some of the most recent themes or challenges across the investment management industry would be an advantage. MIFID II, PRIIPS, Money Market Reform or ETF’s would be good examples
- In a similar role within a leading player in the investment management industry, or a recent university graduate in marketing and/or communications, or related discipline
- Russian language an advantage but not essential
8
Skills For Finance Investment Management Division Fund Controllers Analyst Resume
- Knowledge of the European funds environment and key themes beneficial
- Be responsible for account openings, subscription documents and capital calls
- Plan and manage account documentation, and liaise with approval teams
- Maintain the database and SalesForce record of client information
- Coordinate wealth advisory services within client base
- Fund Events / Change Management Support – managing and assisting with the implementation of fund change events which can include fund launches, restructures, terminations, share class setups and many other such events
- Fund Governance – coordinating various elements of fund and corporate governance including assisting the Board of Directors in discharging their responsibilities efficiently and effectively and assisting in the management of internal GSAM working groups and committees
9
Skills For Returnship Investment Management Division Salt Lake City Resume
- Strategic Vendor Management – supporting the oversight of third party service providers that are engaged to provide fund administration and fund registration services across the GSAM funds business. This requires management of the appointment and on-going vendor oversight program, issue resolution, RFP’s and implementing service enhancements
- Coordinating and preparing marketing materials, including presentations, client reports, request for proposals
- Organising client events and conferences, including contributing to setting the agenda of topics
- Working closely with senior members of the team to develop and maintain relationships with existing clients and prospects
- Developing the team’s understanding of clients’ objectives, structure, portfolios, and information needs
- Working in the Transfer Agency Vendor Oversight area of the ESS team
- Keeping current on GSAM’s investment products
10
Skills For Returnship Investment Management Division Resume
- Automation and integration of trading, settlement, reporting, and service solutions to investors, in conjunction with the distribution services team
- For MDs and select VPs- Manages calendars, answers phones, coordinates travel arrangements, expense processing and time tracking
- Develop client relationships by understanding client investment needs and proposing new strategies that enhance portfolio characteristics
- Daily interaction and troubleshooting with high profile Private Clients in addition to acting as a primary liaison for clients, custodians and others
- Compile analysis and custom reporting for some of the group's largest clients
- Set up and maintenance of investor data for reporting to sales, controllers, and management teams
- Maintains understanding of firm policies and handles certain issues independently Onboards new hires, processes new employees, transfers, terminations, etc
- Research coverage of the Japanese listed companies, mainly large cap (e.g. company visits, making earnings estimates, idea generation of stock selection.)
- Generation of new ideas both proactively and through working with portfolio managers
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