Investment Strategist Resume Sample
Reilly Bergnaum
4950 Jessika Pine,
Phoenix,
AZ
+1 (555) 428 9503
Work Experience
Senior Investment Strategist
05/2015
-
PRESENT
Chicago, IL
- Wealth management knowledge
- Custodian of GI&S’ quarterly asset allocation outlook and houseview
- Document the houseview process, detailing how asset allocation views are determined (valuation models and assumptions, sources of primary and secondary information), ratification of asset allocation calls via the Investment Committee and communication thereof
- Present GI&S’ asset allocation views on a quarterly basis to various distribution channels
- Responsible for Toyota Motor North America’s corporate cash investment portfolios
- Analyze investments and execute trades
- Make investment policy recommendations and implement approved strategies
- Manage relationships with banks and brokers
- Ensure adequate liquidity for Toyota North America operations
Investment Strategist
07/2009
-
03/2015
Dallas, TX
- Demonstrate the firm’s commitment to providing value-added investment solutions by representing and positioning our investment platform, ERISA fiduciary education, Plan Outcome Assessment Analysis, Innovation QDIA solutions and other investment capabilities
- Qualified to carry out Investment regulated activities
- Excellent communication and presentation skills. Able to coach frontline sales persons in banking/financial industry
- Highly analytial, numerate and innovative with global economics sense
- Participate in guiding the firm’s global macro strategy as it pertains to strategic and tactical asset allocation
- Conduct research to identify the source of the portfolios’ outlier status
- Serve as a spokesperson to the firm’s institutional and individual clients with respect to economic conditions, forecasts, market themes, along with our investment philosophy and asset management strategies. Meet institutional client demand for meetings, seminars and presentations to broad audiences on a variety of topics
- Actively listen to and fully understand our clients’ needs within the market. This includes understanding the composition of the client books and the penetration of various UBS offerings in the markets
Junior Investment Strategist
10/2006
-
01/2009
Dallas, TX
- Prepare cash flow forecasts and perform variance analysis
- Responsible for establishing and monitoring inter-company credit lines
- Oversee Toyota USA Foundation investments, monitor investment performance
- Track economic and capital market developments
- Support daily cash management functions and work on special projects as needed
- Evaluating and creating new strategies that complement Giralda Advisors’ investment goals
- Researching investment risk management strategies using economic, fundamental, and quantitative analyses
- Implementing risk management techniques using asset allocation and derivative strategies
- Monitoring and maintaining investment strategies
Education
Western International University
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Serve as a key member of Equity investments, focused on building Northern Trust’s Equity business by providing the highest level of investment and product development expertise as well as exemplary internal/external client communications skills
- Strong analytical and presentation skills with strong MS excel skills
- Demonstrated MS Excel skills including formulas, functions, charts, graphs, some pivot table experience
- Demonstrates superior investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies
- Strong technical skills, attention to detail, analytical and problem solving ability
- Strong skills using Bloomberg financial software
- Excellent written and verbal communication skills. Able to sell through ideas, influence senior decision makers and negotiate with counterparties
How to write Investment Strategist Resume
Investment Strategist role is responsible for analytical, presentation, software, modeling, research, database, investment, communications, excel, english.
To write great resume for investment strategist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Strategist Resume
The section contact information is important in your investment strategist 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 Strategist Resume
The section work experience is an essential part of your investment strategist 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 strategist 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 strategist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Strategist resume experience can include:
- Utilizes the CIO’s strategy and outlook in order to develop policy recommendations for expression and implementation in client portfolios; prepares white papers and other commentary to explain these recommendations
- Excellent communication and interpersonal skills with ability to liaise across a wide variety of operational, functional, and technical disciplines
- Excellent economics and market fundamentals skills with a focus on Asian capital markets
- Proficient PC skills including word processing and spreadsheet applications
- Experience in liability-driven investing, and a solid understanding of fixed income investments
- Experience in the money management industry with a good understanding of the asset management sales process would be an advantage
Education on an Investment Strategist Resume
Make sure to make education a priority on your investment strategist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment strategist 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 Strategist Resume
When listing skills on your investment strategist 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 strategist skills:
- Good command of written and spoken Chinese and English and strong presentation skills
- Strong quantitative modeling, data analysis and analytical skills
- Strong programming skills (R, SAS, SQL, Python, Excel, VBA)
- Demonstrated experience presenting to audiences including executive leadership
- Solid working experience (at least 5 years) in investment market and product commentary or portfolio analysis at a reputable financial institution
- Substantial relevant experience in a similar role with a strong background in investment management and/or investment consulting
List of Typical Experience For an Investment Strategist Resume
1
Experience For Senior Investment Strategist Resume
- Conducting empirical analysis on investments, financial markets and securities trading. Supporting weekly meetings with investment strategists, product and portfolio managers
- Proven analytical and time management skills, comfortable with simultaneously handling multiple tasks, clients, and projects
- Strong work ethic, commitment to deadlines and strong attention to details
- Solid understanding of asset management for insurance general account mandates
- Participate in model development, validation, maintenance, and infrastructure monitoring
- Shape the direction of product and sales strategy and assist the marketing group in gaining a strong understanding of product features/benefits
- Develop strong and trusting relationships with both internal and external clients
2
Experience For Digital Investment Strategist Resume
- Assisting in identification, creation and delivery of high quality investment collateral
- Helping S&R guide the Investment Team’s strategy as it pertains to strategic and tactical asset allocation
- Collaborating with multiple teams across business and functional units
- Developing investment thought pieces and white papers
- Responsible for maintaining and developing the modeling, forecasting and valuation framework
- Monitor funds' risks using vendor tools and in-house excel tools, and also enhance monitoring objectives and processes
3
Experience For Chief Investment Strategist Resume
- Training business development and other internal staff on new ETF products. Informing internal clients on ETF products and related investment information. Maintaining oversight for all investment-related materials representing ETF products
- The ability to build databases, analyze data (including regression analysis), and communicate findings
- The ability to monitor the drivers of performance for each asset class ranging from equities to bonds to alternatives
- Track record of understanding the needs of strategic clients
- To liaise closely with the equity products team using the equity trade ideas for structures
4
Experience For Associate Investment Strategist Merrill Lynch CIO Resume
- Perform analyses revisiting the funds' objectives periodically, and perform what-if analyses on ways to modify allocations and asset-liability match
- Develop and enhance investment/trading strategies
- Portfolio and sector level hedging strategies Ad-hoc research projects
- The above entails also coordinating the inputs and interests of different experts and stakeholders within UBS
- Assist in authoring research reports as needed
- Familiarity with on-line research data providers
- Read, research, and remain current on financial markets to help generate ideas and input toward the platform’s broader investment strategy
- Knowledge of asset allocation and portfolio construction concepts as well as economics
- Act as a credible ambassador representing Alpha Strategies portfolio managers. Meet with clients, prospects, and/or intermediaries to explain the investment philosophy, process, and performance of specific investment products. Provide updates on overall financial market performance, economic trends and the team’s market outlook
5
Experience For VP / Dir-investment Strategist Resume
- Through daily responsibilities, develop relationships with partners across the firm, and increase awareness of the teams’ products throughout BlackRock
- Conduct retail consumer research to provide commentaries and support the development of new products and services to meet customers’ and frontlines’ needs
- Assist in preparing materials of investment environment or products through customer seminars and prepare the presentation materials to customers and the general public
- Assist in developing teaching aids on portfolio analysis and marketing materials of investment and/or insurance products to assist the frontline sales people
- Compliance of own self with physical and information security standards
- Collaborating closely with the DC Research, Portfolio Management, and & Implementation teams to ensure clients’ needs are being adequately met by existing product offerings, and driving product development to evolve the DC product suite as needed
- Work closely with the Chief Investment Strategist to help further develop LOIM’s investment strategy
6
Experience For DC Investment Strategist Investment Strategy Group Resume
- Help create and execute strategies to expand LOIM’s published research/thought leadership range for Third Party Distribution and institutional client based with increased emphasis on researching equities from a macro perspective
- Sales Engagement: Actively engage with client-facing and marketing partners to understand client priorities and concerns and represent the firm’s investment views and insights. Deliver views to retail and institutional sales and clients and respond to ad hoc sales and client requests
- Strong understanding of BlackRock’s business and clients, solid commercial sensibilities
- Work with the firm’s industry analysts on market themes
- Work closely with the firm’s sales force
7
Experience For Defined Contribution Investment Strategist Resume
- Work closely with the firm’s clients
- Macro market research with a bank or investment manager is required
- Alongside the CIO, manages tactical and strategic asset allocation across Asian markets as reflected in Asia, EM and global investment portfolios
- Participate in the monthly APAC Investment Strategy Preparation Group (ISPG) process for Global and APAC Investment Committee meetings to ensure APAC country drivers reflect the latest regional market environment
- Research investment themes, synthesize Bank of America/Merrill Lynch Research and industry thought leadership, and write on developments relating to markets, investing, and wealth management for the Office of CIO’s regular weekly, monthly and quarterly publications
- Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk-based asset allocation analysis, the generation of an investment policy statement, and proposal incorporating only approved products and investment managers. Conduct quality client reviews consistent with goals based investing
- Develop and execute a comprehensive transition plans for a new client's existing investments
8
Experience For VP, Investment Strategist Resume
- Serve as a thought leader with regards to the investment outlook and recommendations for portfolio positioning
- Analyze asset market valuations, model outputs and macroeconomic developments to form a view about the balance of risks across portfolios
- Provide recommendations to Russell Investments portfolio managers as well as written reports on the investment strategy outlook and presentations to internal, external audiences and to the media
- Support broader DC Strategy team reporting and commentaries
- Lead and develop other associates assigned to the team
9
Experience For Senior Investment Strategist Bloomfield Hills Resume
- Portfolio manager engagement advise portfolio managers on the balance of risks across portfolios based on analysis of asset class valuations, macroeconomic scenarios, forecasts and model outputs
- Internal, client and media communication take a lead role in the communication of IST research and the Russell investment process through written reports, internal and client presentations, and media interviews
- Proven ability in a sales/business development role
- Strong capital market foundations
- Investment strategy process contribute to the development of the cycle/value/sentiment process used by the Investment Strategy Team (IST)
10
Experience For Institutional Investment Strategist Resume
- Product and investment process development take a leading role in the development of enhanced (dynamic) asset allocation processes into product offerings and investment processes; Portfolio and quantitative model construction and maintenance maintain and develop a large range of quantitative models and modeling resources
- Global teamwork work with the other members of the IST to form a globally consistent view of the investment strategy outlook
- Direct junior members of the IST on tasks including modeling, valuation analysis, written reports and responses to business and client requests. Develop the skills and capabilities of these analysts
- To establish a strategy for fixed income as an asset class. The strategy would involve making allocations to sub-sectors like govt bonds, investment grade and high yield credit, hybrid instruments, senior loan and structured credit
- To provide active input into the tactical asset allocation process
- To engage clients, staff and media on views on fixed income markets and to give timely investment advice
- To actively manage the tactical asset allocation strategy for all DBS’ Wealth Management clients across our various client bases, but especially for PB and Treasures customers
- To provide (with the PB and Treasures team) daily, weekly, monthly and quarterly client publications
- Product expert during meetings with US clients, prospects, consultants, advisors and platforms and potentially non-US clients. This includes marketing, messaging, and most importantly, an in-depth understanding of the underlying investment philosophy
List of Typical Skills For an Investment Strategist Resume
1
Skills For Senior Investment Strategist Resume
- Make a strong contribution in a collaborative team-oriented environment, solid communications and interpersonal skills
- Strong commercial awareness and experience in developing business opportunities
- Demonstrated, progressive experience in treasury, banking, capital markets or corporate finance
- Strong understanding of security pricing theories and models and statistical analysis
- Experience building and interpreting statistical models
- Excellent decision making and thought leadership
- Time Management: ability to prioritize and manage multiple deadlines, work to tight schedules without sacrificing quality
- Teamwork: build effective working relationships across hierarchal levels, functions and organizations
- Good working knowledge and awareness of IT systems such as Excel, PowerPoint, etc
2
Skills For Digital Investment Strategist Resume
- Good track record of trading ideas
- Experience dealing directly with sophisticated institutional clients
- Forms a partnership and strong working relationship with the firm’s investment team as well as the advisors within CWM
- Solid investment knowledge and Information analysis
- Experience in credit analysis
- A proven track record in analysis of corporates
- An ambitious individual with a strong work ethic and professional disposition
- Experience in the Wealth business across the region
- Good track record of investment strategies
3
Skills For Chief Investment Strategist Resume
- Anticipates potential business problems and actively performs conflict resolution and negotiation to implement innovative and effective solutions
- A strong base of capital markets knowledge
- Multi-lingual capabilities with fluency in English and at least one other continental European language with a strong preference for Dutch and/or German
- Strong background in all major asset classes and benchmarks
- Strong proficiency in Microsoft Excel, PowerPoint, Bloomberg, and FactSet (or similar data software)
- Preparing and presenting investment performance attribution in current macro contexts
4
Skills For Associate Investment Strategist Merrill Lynch CIO Resume
- Communicating clearly in both oral and written form
- Understanding of equity Wealth Management Products
- Developing innovative products for the firm’s ETF platform, from conceptual to viable to implementable status
- Manage daily tactical asset allocation including allocating assets to accounts given cash availability, compliance constraints, and asset class concentration
- Financial modelling and output interpretation
- A thorough understanding of fixed income markets
- Intellectually ambitious, hardworking and results driven
5
Skills For VP / Dir-investment Strategist Resume
- Self-starter, willing to take initiative and drive projects forward
- Interest and ability to speak at industry conferences and with various media, including television, traditional print and on-line forums
- Partner with portfolio managers, develop, vet and refine equity and related products for the firm’s Equity platform
- Participate in investment strategy meetings with portfolio managers and maintain an up-to-date knowledge of investment teams’ activities and market views/outlooks
- Responsible for establishing and maintaining pricing for equity products and strategies. As part of this responsibility, keep abreast of the competitive environment, including, competitors in the market, new products and current pricing
- Provide clients, prospects, consultants and/or intermediaries with ongoing updates about the performance and positioning of Equity products, along with Northern Trust’s overall equity philosophy, process, and outlook
- Support efforts to build strategic relationships with large prospective client
- Preparation of concise technical/financial reports
- Be proficient with Word, Excel and Bloomberg
6
Skills For DC Investment Strategist Investment Strategy Group Resume
- Commercialize a digital investment platform
- Contribute to thought leadership and original investment strategy research
- Work closely with distribution to support current client relationships and gather new assets broadly
- Appear in various media to help promote the Northern Trust Asset Management identity and brand in Europe and elsewhere
- Demonstrates a depth of financial services experience, a flexability of approach, and a capability to represent a diverse range of technical investment products
- Portfolio management
- University Graduate, preferably with major in Economics, Finance or BBA
7
Skills For Defined Contribution Investment Strategist Resume
- More than 5 years in economic research or FX analysis in a financial institution
- Exposure to sales is also advantageous
- European languages also an advantage (particularly Italian / German / French)
- Collaborative and cooperative approach to tasks but also an ability to influence stakeholders
- A creative mind-set and willingness to challenge the status quo
- University Graduate, preferably with majors in Economics, Finance or BBA
8
Skills For VP, Investment Strategist Resume
- No less than 3 years in economic research or FX analysis in a financial institution
- Support and drive the growth of BlackRock’s Canadian business
- Position BlackRock as the primary investment thought leader in the Canadian markets – column inches in newspapers, airtime on TV and radio, invitations to speak at industry events, client feedback as part of formal survey work carried out by a third party etc
- Differentiate BlackRock products as superior and more relevant to those of competitors – produce list of products for local focus and determine gaps in offering
- Strong Understanding of Wealth Management Products across the different asset classes of Fixed Income, FX, Equities, Funds
- Understanding of commercial and investment banking
- Working knowledge of risk management, including market, credit, operational, legal, regulatory, and compliance aspects and internal controls
9
Skills For Senior Investment Strategist Bloomfield Hills Resume
- Establish internal credibility as the Canada Chief Investment Strategist – contribute local insight to the BlackRock Investment Institute and investment teams
- Think strategically, analytically and across many dimensions
- Intimate knowledge of the needs of the customer base and drives business results
- Good written, verbal and interpersonal communication skills to clearly articulate and break down sophisticated concepts, ideas, and processes in a simple fashion where required
- Presence, maturity and credibility to present effectively to external investors either in small groups or in large conference settings
- Good knowledge of the needs of the customer base and drives business results
10
Skills For Institutional Investment Strategist Resume
- Experience in investment strategy and/or risk management, with solid understanding of modern portfolio theory, risk management concepts, portfolio construction and optimization techniques
- Experience in alternative investments, including hedge fund strategies, commodities, private equity and private real estate
- Basic knowledge in working with an institutional Investment Committee
- Devise and advance asset/ liability management solutions
- Develop strategic asset allocation and direct Investment Managers (AIG Investments and The Carlyle Group) to execute such strategies
- Collaborate with Investment Managers (AIG Investments and The Carlyle Group) and the DSA Re team to develop investment recommendations based on market conditions and DSA Re’s ALM and capital position
- Devise and execute strategies to fund payments under reinsurance agreements
- Develop automated and efficient reporting to monitor portfolio positions, activity, risk, performance and compliance and explain such information to DSA Re’s senior management, Investment Committee, and Board of Directors
List of Typical Responsibilities For an Investment Strategist Resume
1
Responsibilities For Senior Investment Strategist Resume
- Engage clients and distribution partners: Develop a network of client relationships and lead/attend client and prospect meetings, including pitching for new business, portfolio reviews, portfolio construction and performance
- Excellent communication skills and ability to prepare and deliver persuasive oral presentations and written reports
- Up to 5 years of related asset and industry experience
- Experience with industry software (Intex, Markit, Bloomberg, etc.)
- Non-DC experience encouraged
- Developing, implementing and running the CIO's Strategic Asset Allocations (used across UBS' global offering with Global, Regional and Country focus)
- Data Providers: Employing Factset and/or Bloomberg in building models and performing analyses
2
Responsibilities For Digital Investment Strategist Resume
- Excel: Building models in investments, portfolio construction and asset-liability matching areas
- Deliver highest quality investment communication to a wide range of clients & prospects, including ad-hoc requests
- Thorough knowledge of tax, estate and financial planning principles and concepts
- Ad-hoc analyses: Performing complex analyses related to portfolio return, risk, and what-if scenario analyses
- Chinese Typing Capabilities
- Chinese Typing capability
3
Responsibilities For Chief Investment Strategist Resume
- Thorough understanding of government bond markets and swap markets
- Represent BlackRock at DC industry conferences and events
- Work with the broader investment strategy team to drive product evolution of DC product suite
- Team approach – coordinate between various groups within a firm
- Client Interaction: Partner with BlackRock's account managers as a subject matter expert on MAS capabilities (with specific emphasis on the Diversified Strategies team products and solutions) and determine the most effective strategy for the client – clearly identify client preferences and touch points with BlackRock and competitors
4
Responsibilities For Associate Investment Strategist Merrill Lynch CIO Resume
- Engage clients: Progressively develop a network of client relationships through a consultative approach with the goal of developing a deep understanding of their needs. Produce client-specific material for customized presentations
- Create and maintain product information: capabilities documents, monthly commentary, and product presentations. Work closely with other members of the team to create convincing product strategy materials
- Monitor competitive universe: keep track of new product launches and performance of other asset managers
- Builds asset allocation investment strategies through active dialogue with CIO, portfolio construction and asset class teams, and internal clients across several insurance mandates, including asset portfolios backing insurance products, surplus, reinsurance, and other strategies
- Serves as a knowledge resource and develops a continuous flow of information and communications regarding liability, capital, risk, and other balance sheet considerations to enable nimble asset class execution
- Proactive strategic partner who creates strong relationships with broader Investment team and key internal clients such as product, capital, asset liability management, and others to develop and communicate solutions aligned with company objectives
- Creates Board, senior management, and other client communications highlighting investment strategies, positioning, and results through engagement with portfolio construction and asset class teams
- Proven capability to lead cross-functional projects to completion
5
Responsibilities For VP / Dir-investment Strategist Resume
- Proposes ideas to improve processes and formulate strategic direction
- Communicate and present complex subject matter to diverse audiences
- Knowledge of asset liability management, asset allocation, and fixed income analytics/concepts
- Work independently, as well as collaboratively, within a team environment
- To overlay short-listed equities with technical analysis and make appropriate trade ideas
- To regularly publish and maintain a track record of equity trade ideas
- To provide inputs on the CIO global asset allocation process
6
Responsibilities For DC Investment Strategist Investment Strategy Group Resume
- To provide weekly updates to RMs and ICs
- Perform portfolio analysis to ensure current allocations optimize desired risk and return objectives
- Prepare annual investment strategy
- Prepare and deliver presentations to the investment committee on a variety of strategy, market and risk topics
- Generate cross-asset relative value investment ideas
- Asset historical performance analysis
- Portfolio risk analysis and surveillance
7
Responsibilities For Defined Contribution Investment Strategist Resume
- Macro and sector specific research
- Present research findings to senior management team
- Deliver portfolio analytics and investment analysis to portfolio managers
- Conducts client profiling process to determine client goals, needs and investment objectives. Builds financial models and makes recommendations for portfolio construction within the corporate investment management strategy
- Is an active part of the relationship management process, partnering with Trust Officers and other Wealth Management Officers as necessary. Documents activity
- Develops, maintains, and expands client relationships, most often in conjunction with other advisors or specialists within the firm. Teamwork across all lines of the organization is an essential element to this role
- Performs annual investment reviews pursuant to 12 CFR 9.6(c) (Reg 9 reviews) to ensure account assets are appropriate for and in compliance with stated account objectives. Documents exceptions
- Keeps current on market events and the BOK Financial investment strategies, opinions, and product set
- Thorough knowledge of investment-related products and services
8
Responsibilities For VP, Investment Strategist Resume
- Maintain and enhance UBS' CIO SAA methodology and the construction of the Capital Market Assumptions (long-term risk/return expectations)
- Specific focus on the Fixed Income within the SAAs and TAA including understanding the dynamics and analytics of rates and credit factors to support asset allocation decisions
- Collect and analyze data as requested by the CIS
- Prepare materials for presentations and publications
- Grow our client franchise with an emphasis on new client segments
9
Responsibilities For Senior Investment Strategist Bloomfield Hills Resume
- Sales aptitude/self-motivated/goal oriented
- Commercially astute, driven and energetic
- Thoughtful and analytical, as well as decisive and determined
- Enhance our quantitative capabilities
- Further establish our successful presence in the ETF market and build upon our Flexshares ETF brand
10
Responsibilities For Institutional Investment Strategist Resume
- Leverage our asset allocation expertise in scalable multi-asset class investment solutions
- Investment Strategists are seasoned investment professionals (i.e., often former portfolio managers or research analysts) having excellent investment, analytical, communication and client relationship skills
- Relevant experience
- Possess commercial acumen and a desire and ability to help gather assets under management
- Interest and ability to conduct and write original investment strategy research
- History of product development and innovation
- Experience of working at a multi-business line financial institution with matrix reporting lines and shared clients across various business groups would be helpful
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