Investment Product Specialist Resume Sample
Shanel Medhurst
657 Earline Greens,
Chicago,
IL
+1 (555) 579 3921
Work Experience
Investment Product Specialist
08/2016
-
PRESENT
Houston, TX
- Develop and oversee an effective, impactful team of IPS’ aligned against specific sales management priorities and goals
- Serve as the primary, trusted, and competent point of contact for Advisors and the leadership team on financial planning strategy, practice management, and investment solutions related matters
- Present and simplify complex financial and investment concepts for use with advisors and clients
- Focus on ongoing advisor development through new advisor training, advanced training workshops/role plays, and one to one coaching sessions both virtually and in-person
- Partner with Market Directors to deliver valuable content on market calls on a regular basis
- Increase CWM assets and revenue through increased investment sales and improved client retention/satisfaction
- Partner with Divisional Investment Managers, Regional Directors, Market Directors, Regional Business Operations Managers, and Supervisory Managers to grow investment business and increase client satisfaction through advisor coaching
- Participate in the development of content for Advisor training and participate in regional leadership meetings and business reviews
Investment Product Specialist Senior
09/2010
-
06/2016
Dallas, TX
- Cultivate training materials for use with advisors and Market Directors in order to create a streamlined and consistent framework for advisor education
- Experience with financial planning concepts and goals-based planning software
- Broad knowledge base of a very wide variety of investment, capital market, and financial planning concepts
- Effectively educate advisors that have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
- Meets with group heads and collects the investment philosophy, process, and performance of specific investment products to incorporate into presentations and reports for the GCIO, GI CFO, Aflac Board, Senior Management and Committees
VP, Investment Product Specialist Qma
08/2007
-
08/2010
Dallas, TX
- Monitors and updates GCIO & CFO on overall financial market performance, economic trends, and the company’s economic outlook
- Prepares management reporting on general account investment management performance relative to goals and benchmarks
- Prepares analysis and reports on variances to goals and market results
- Responsible for creating and revising presentations and related materials
- Responsibilities include: set up / layout documents
- Communicating job specifications to staff
- Reviewing materials for quality, accuracy, and completeness
- Working with outside vendors (e.g., designers)
- Works with GCIO & CFO to serve the fund board’s members, the company and fund shareholders
Education
Grand Valley State University
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Strong presentation skills with strong written and verbal in English
- Strong teamwork ethic with good interpersonal skills
- Financial services sales experience, including investment product experience and/or creating and presenting goal-based plans
- Possess excellent product knowledge about credit and derivative and structured products
- Strong focus on risk management
- Travel regularly. Valid driver’s license is required
- Sample mapping/investment menus or replacement investment options for existing or prospective clients
How to write Investment Product Specialist Resume
Investment Product Specialist role is responsible for travel, software, credit, trading, research, reporting, english, creativity, teamwork, excel.
To write great resume for investment product specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Product Specialist Resume
The section contact information is important in your investment product specialist 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 Product Specialist Resume
The section work experience is an essential part of your investment product specialist 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 product specialist 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 product specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Product Specialist resume experience can include:
- Excellent in-depth product knowledge and fixed income expertise across asset classes
- Basic understanding of investment products (e.g. Mutual Funds, Bonds, ETFs , Private Equity, Hedge funds)
- Ad hoc projects and analysis as needed or as directed
- Knowledge and demonstrated experience performing complex financial analysis and related valuation methodologies, systems and quantitative business-based analysis, metrics, and experimental designs
- Understand and use computer systems and application tools for analysis
- Prepare statistical studies and trend analysis using internal and external information to demonstrate relevant changes and recommend improvements or solution
Education on an Investment Product Specialist Resume
Make sure to make education a priority on your investment product specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment product specialist 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 Product Specialist Resume
When listing skills on your investment product specialist 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 product specialist skills:
- Management Reporting information to be used in support of Executive decision-making
- Large Sponsor Investment Reviews for use by Senior Staff
- Voya Fund Evaluation Scorecard analysis
- Variable and Fixed investment option due diligence in support of Senior Staff needs
- Answers to external customer or internal fund related questions and issues; and
- Answers to RFP variable and fixed investment option related questions
List of Typical Skills For an Investment Product Specialist Resume
1
Skills For Investment Product Specialist Senior Resume
- Advanced MS Excel skills required, including logical and reference formulas, financial functions, correlation through pivots and logic, best practice structure/design, assumption toggling, and formatting for executive presentations
- See the large picture yet master the myriad of details required for successful analysis. A solid foundation in the practical application of financial forecasting, business planning, and analysis; demonstrated competence in the use of software tools for data extraction, manipulation, analysis, and presentations
- Demonstrated creativity in problem solving skills to enable sound decision making
- Proven ability to think strategically and have a demonstrated focus on action and results
- Prioritize, negotiate and work with a variety of internal stakeholders
- Able to take initiative and multi-task, while demonstrating a committed team player
Related to Investment Product Specialist Resume Samples
Investment Counselor Resume Sample
Work Experience
• Discuss and advise opportunities to sell relevant products to potential clients
• Educate and update RM on products
• Ensure compliant selling
• Joint calls with RM’s to enhance call effectiveness
• Review call outcomes with RM’s ...
Professional Skills
• Understand how to interface with different...
• Be able to build internal relationships wi...
• Outstanding oral and written communication...
Investment Product Manager Resume Sample
Work Experience
• Develops methodology to measure and monitor results of product management effort and the product itself. This includes researching and identifying enhancements to existing product, gathering and analyzing competitive data and market trends
• Responsible for coordinating the resolution of issues of ...
Professional Skills
• Good communication, including written Engl...
• Strong organizational and prioritization s...
• Excellent communication and presentation s...
Investment Specialist Resume Sample
Work Experience
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
• Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio
• Conduct investment reviews with ultra high net worth or high net worth ...
Professional Skills
• Demonstrated business judgment skills and ...
• Strong client skills with the ability to d...
• Strong client engagement skills, ability t...
Manager, Strategic Project Resume Sample
Work Experience
• Standardize and elevate deliverables/work product across LOBMs
• Establish the right structures, methods, roles and responsibilities to secure program progress
• Engage in defining the future strategic direction, approach to and implementation of global processes, systems and...
Professional Skills
• Strong problem solving skills, demonstrate...
• Total experience of 5-6 years having stron...
• Strong written and oral presentation and c...
Strategic Development Resume Sample
Work Experience
• Proficient in the MS Office Suite (Excel, Word, PowerPoint) and MS Project
• Analytical skills, high energy, strong communication and negotiation skills
• Communicates effectively, both verbally and in writing, with all levels of staff and management
• ...
Professional Skills
• Strong communication, partnering skills an...
• A strong team player, with drive and deter...
• Proven ability as an articulate and persua...
Senior Investment Resume Sample
Work Experience
• Work with CIO on white papers and other informational content to in enhance Atlantic Trust’s credibility in the market
• Strong SQL skills including the ability to develop, tune and troubleshoot complex SQL procedures and packages
• Function in a fast paced and ambiguous envi...
Professional Skills
• Has excellent critical thinking and proble...
• Demonstrates basic writing and communicati...
• Basic client/customer service skills, abil...