Manager, Investments Resume Sample
Alejandrin Wilderman
725 Schumm Spring,
Houston,
TX
+1 (555) 580 6355
Work Experience
Manager, Investments
04/2017
-
PRESENT
Philadelphia, PA
- Evaluate, recommend and implement investment strategies for CBS’s U.S. and international pension and defined contribution funds
- Oversee and communicate on day to day interactions with external consultants and investment managers
- Negotiate and review investment management and other service agreements
- Work with Legal and Human Resources to ensure compliance with legal and regulatory requirements
- Develop appropriate financial reporting disclosures related to plan assets and liabilities with corporate accounting
- Assist in various other ad hoc projects related to investments and pension plan funding
- Work within smaller teams to prepare investments memorandums and present recommendations to the team’s Investment Committee
- Technical expert seen as key advisor on significant business decisions. Oversight of team’s regular detailed reconciliations of Unitised Non Custody holdings to third party administrator statements
Portfolio Manager, Etfs & Index Investments
01/2013
-
10/2016
New York, NY
- The role is part of an established global team managing the World’s largest book of index equity assets
- There are significant AUM growth opportunities and an expanding and innovative product suite across the ETFs and Index Investments business
- The role gives the opportunity to develop operational and product awareness in a supportive and collaborative environment with access to highly respected colleagues carrying substantial industry experience
- It is an opportunity to work in the premier index equity team globally, using industry leading portfolio management applications
- The role provides relevant experience for individuals looking to progress their career within the ETFs and Index Investments portfolio management team
- Leadership: Take a leadership role with other team members of the Bank's Wealth Market Group to help shape the strategic direction and operating environment of their local office and HCA. Strong oral and written communication skills are critical, coupled with ability to champion high conviction ideas and opinions, and promote HighMark to our partners
- Work within the Asset Allocation/401(k) Team to research and analyze strategic portfolios to meet plan or trust objectives, with specific focus on the development and analysis of the three-tired 401(k) investment program offered to plan participants
- Target Date Fund strategic asset allocation and ongoing management: The Manager analyzes the external TDF consultant’s recommended equity/fixed income glide path and also contributes to the development and evaluation of the more detailed asset allocation and the ongoing rebalancing of the portfolios
- Serve as liaison with the 401(k) recordkeeper in regard to all aspects of the investment program. Oversight of participant investment advice and managed account services provided by the recordkeeper
Senior Manager, Salt Alternative Investments
12/2008
-
10/2012
Los Angeles, CA
- Monitor 401(k) service providers
- Work with other CIM teams in regard to the strategies, implementation and operations of the 401(k) investment program
- Alternative investments (investment partnership and/or mutual fund tax) experience
- Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1
- Facilitate communications between various departments in the trust, outside Investment Managers, trustees and auditors
- Provide support to the Managing Directors in leading the research agenda, strategy, and portfolio construction process for the active portfolio
- Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, portfolio positions, and performance
Education
Oklahoma State University - Tulsa
2003 - 2007
Bachelor's Degree in Finance
Professional Skills
- Solid strategic, analytical and decision making skills
- Strong knowledge of valuation, financing, accounting, and strategic analysis
- Strength and experience in creative financial thinking and challenging the status quo
- Encourages and demonstrates collaboration by developing cooperative relationships throughout the organization
- Demonstrates expertise in establishing credibility at all levels within the organization
- Staying current on investment trends, communicating proactively with colleagues, and building and maintaining a network within the manager community
- Developing, operating and maintaining detailed financial models for use in evaluating potential investments
How to write Manager, Investments Resume
Manager, Investments role is responsible for modeling, database, analytical, leadership, excel, training, finance, security, analysis, reporting.
To write great resume for manager, investments job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Investments Resume
The section contact information is important in your manager, investments resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Manager, Investments Resume
The section work experience is an essential part of your manager, investments resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, investments responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, investments position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Investments resume experience can include:
- Representing the University of Michigan Endowment in a number of forums, including annual meetings of managers and fund advisory boards as well as communicating effectively with internal and external senior executives
- Negotiating and reviewing investment management agreements, partnership agreements, offering documents, subscription agreements and other legal documents related to private market investments
- Traveling for purposes of performing due diligence, manager monitoring and attending market related conferences
- Working with accounting personnel to verify compliance of cash transactions and valuation amounts to the controlling agreement
- Working with internal and external counsel in their review of documents and in negotiating any issues with outside investment managers and their counsel
- Working with Investment Operations staff to ensure proper accounting, performance measurement and compliance with procedures and policies
Education on a Manager, Investments Resume
Make sure to make education a priority on your manager, investments resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, investments experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Manager, Investments Resume
When listing skills on your manager, investments resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical manager, investments skills:
- Think critically and strategically with strong applied quantitative skills related to finance, statistics and modeling
- Prior investment experience in an institutional setting
- Generating, evaluating, and making recommendations on co-investment opportunities
- Negotiating management fees and investment guidelines with fund managers
- Rigorously reviewing and monitoring the performance of managers
- Organisational Knowledge (current knowledge, knowledge and understanding)
List of Typical Skills For a Manager, Investments Resume
1
Skills For Portfolio Manager, Etfs & Index Investments Resume
- Strong analytical skills: database and advanced excel modeling skills
- Excellent analytical skills (quantitative and qualitative) and critical thinking ability
- Strong communication skills: oral, written, presentation and the ability to communicate with a wide range of people and behavior styles
- Strong quantitative analysis and advanced Excel skills
- Effectively communicate, both orally and in writing, to a broad range of audiences
- Proven ability to apply solid investment judgment
- Experience working with 401(k) plans
2
Skills For Investments & M&A Manager Resume
- Strong organizational commitment & high level of initiative
- Demonstrate strategic vision and high attention to detail
- Experience as an institutional limited partner with direct investment responsibility
- Relevant experience in a similar role
- Experience with multifamily lease-ups
- M&A/deal negotiation experience
3
Skills For Senior Manager, Salt Alternative Investments Resume
- M&A/due diligence experience
- Collaborating with team members in operations and investment classes outside the private markets area
- Stay abreast of other bank’s product offerings and pricing to ensure GTB is competitive
- Ensure that the Bank’s interests are protected at all times by strictly adhering to risk management and compliance programs, internal and regulatory guidelines, including Know Your Customer, Anti-Money Laundering, etc
- Responsible for the effective challenge and support of Enterprise Investment Portfolio (EIP) Stress Testing results (EWST, CCAR, BOC, MST) produced by the execution team, including determination/ownership of key assumptions, justification of assumptions and results review
4
Skills For Senior Manager, Tbsm FO & Investments Resume
- Responsible for the Investment modeling and management of models used for the EIP including the coordination of the model life-cycle, working with TBSM Model Development and TDBG Model Validation to address/close findings, One-Time-Requirements (OTRs) and new/upgraded model initiatives
- Responsible for the legacy Non-Agency CMO portfolio including, monthly/quarterly impairment analysis, execution of internal CDS program, security economics and portfolio management
- Originate and evaluate M&A opportunities and assist in the negotiation of transaction documentation and structuring
- Work closely with the commercial origination and regional EVP’s in assisting to respond to power purchase agreement RFP’s
- Participate in process improvements initiatives within TBSM Investments team and TBSM Vision
- Participate and contribute to segment and enterprise investment portfolio strategic initiatives
- Maintain robust, scalable, and well-documented processes
- Respond to ad hoc management requests for sensitivity and deep dive analysis
5
Skills For Manager, Alternative Investments Resume
- Actively contribute to action plans that address items identified on employee satisfaction surveys
- Assist in the development of a high quality and well respected team of specialists within TBSM
- Analyze Greenfield projects in terms of economic risks and strategic options and provide reports of findings to the department Director
- Coordinate external advisors (e.g. legal counsel, financial institutions) and direct internal EDPR teams (e.g. operations, wind, tax) for due diligence efforts prior to execution of merger & acquisition (M&A) transactions in countries with an EDPR presence along with target countries
- Analyze and support bid strategies for Power Purchase Agreements (PPAs)
- Support the Chief Financial Officer in the preparation of EDPR business plans
6
Skills For Asset Manager of Investments Resume
- Analyze Greenfield projects in terms of economic risks and strategic options
- Lead due diligence in M&A opportunities
- Evaluate divestment opportunities and assist in the execution of asset rotation targets for the platform
- Support in the preparation of EDPR business plan and Impairment analyses
- Prior experience as a Tax Senior Manager in a public accounting firm supporting Alternative Investments (Investment Partnership and/or Mutual Fund tax experience)
- An understanding of investment theory and practice and institutional investment programs
7
Skills For Investments Manager Resume
- Chartered Financial Analyst (CFA) designation or candidacy
- Unquestionable integrity and the highest ethical standards
- Familiarity with multiple asset classes
- A team oriented and collegial style, i.e., the ability to work constructively with a broad variety of colleagues and contribute effectively in a team environment
- Strategic and independent thinker with a passion for investing
- A firm understanding of cash flow analysis, net present values, and internal rates of return is required
- Knowledge of portfolio management and understanding of capital markets, particularly as it relates to private market asset classes
8
Skills For Investments Connect Service Manager Resume
- In M&A, corporate finance, or investment analysis
- Work successfully with a team in a fast-paced and dynamic environment
- Plan, schedule, track, and monitor project progress
- A demonstrated track record of outstanding long-term investment performance in private asset classes and accountability versus a benchmark with an awareness and sensitivity to risk/return tradeoffs and liquidity and spending constraints
- Lead a team, execute strategy and achieve goals
- In core Valuation, M&A, corporate finance, or investment analysis
9
Skills For Manager, Alt Investments Resume
- Able to travel weekly
- Responsible for managing the daily operations of a function within the Alternative Asset Services group, including staff development, performance management and core team processes
- Providing oversight and analysis of the tracking and modeling of cash flow activity from the private market portfolio and its impact on the total endowment and liquidity position
- Supporting the continuing refinement and enhancement of analytical tools for performance reporting, benchmarking, risk reporting and cash flow forecasting for the private markets portfolio and as it relates to the total portfolio level
- Maintaining knowledge of global macro and micro economic conditions and capital markets, advocating ideas and being a key contributor to investment discussions and initiatives involving all investment classes in the endowment’s portfolio
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