Solutions Associate Resume Sample
Isabel Graham
3709 Willms Bridge,
Houston,
TX
+1 (555) 840 7235
Work Experience
Client Solutions Associate
04/2016
-
PRESENT
Los Angeles, CA
- Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base and
- Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base
- 2 – 4 years of experience of comparable industry experience (e.g. investment management, investment banking, management consulting)
- 2 – 4 years of experience in business strategy, business management, project management, operations or analytics
- Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base and; the group also owns the margining methodologies for these IA grids
- Develops margin methodologies and performs analysis of new portfolios for F&O and OTC clearing. With respect of the F&O business, CPS is also responsible for overseeing the approval for the detailed set of product or contract based trading limits proposed by the business for a client; as such, this part of the team is heavily looking at the risks raised by Dodd Frank and EMIR (mandatory clearing)
- Accrued Vacation - Including New Hire Vacation!
- (k) Plan and Employer Match
Solutions Associate
01/2013
-
02/2016
New York, NY
- Sales of Freeman AV Canada services through incoming rental calls and to existing clients Preparation of work orders, quotations and proposals as required
- Prepare show reports & diagrams for events which merit additional preparation
- Enforce credit policy for new clients
- Assist the Director of Client Solutions – Federal Government Sales with preparation of detailed quotations/floor plans as required
- Follow up with local clients on events recently executed
- Maintain and increase revenue on selected smaller accounts designated by Director of Client Solutions – Federal Government Sales and the Vice-President, National Client Solutions Group
- Accept and execute all additional, related responsibilities assigned by the Director of Client Solutions – Federal Government Sales and the Vice-President, National Client Solutions Group
- Transaction & Cash Management – Review and authorize transactional and cash flow activity utilizing the firm’s investment management systems
- Performance & Risk Monitoring – Review valuations, risk analytics and cash flows utilizing the firm’s investment management systems
Digital Solutions Associate
11/2009
-
07/2012
Houston, TX
- Internal Initiatives - Enhance business processes related to the team’s investment processes and operating model; Gather business requirements for technology development
- Design and development of proposals – including conducting market research in order to establish a fund’s viability in the market, competitor landscape and pricing
- Have a deep understanding of the global team’s core responsibilities as well as the local team’s core areas of focus
- Prepares email quote and promo requests, bids and special pricing
- Work closely with and provide high quality advice and counsel to Branch and Alternate Channel partners
- Provide and maintain Scotiabank’s service standards by ensuring the accurate and timely resolution of client concerns and develop strategies to maintain client relationships
- Develop deep product knowledge of credit evaluation frameworks (the five C’s of credit, KYC, AML, security documents) to determine credit worthiness
- Assist with gathering business requirements, testing support and representing Global Market’s position on projects
- Proactively shares new ways to build the client’s businesses and to grow accounts
Education
California State University, San Bernardino - Palm Desert Campus
2004 - 2009
Bachelor's Degree in Finance
Professional Skills
- Strong interpersonal skills and ability to build relationships, problem-solving skills
- Excellent interpersonal skills and a proven ability to work on teams
- Excellent project management and time management skills- ability to set and manage timelines
- Excellent attitude, attention to detail, and verbal/written communication skills
- Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally
- Communicating with impact in person and over the phone while mastering presentation and public speaking skills
- Superior business writing skills (as evidenced through project work or writing samples to be provided upon request)
How to write Solutions Associate Resume
Solutions Associate role is responsible for digital, research, design, software, advertising, finance, training, integration, shipping, reporting.
To write great resume for solutions associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Solutions Associate Resume
The section contact information is important in your solutions associate 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 Solutions Associate Resume
The section work experience is an essential part of your solutions associate 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 solutions associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular solutions associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Solutions Associate resume experience can include:
- Solid IT skills: including Excel and PowerPoint
- Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups
- Coordination of the resources needed to effectively pitch a client
- Being effective problem solvers and providing creative solutions to the many questions clients have in and around the use of FactSet
- Understanding of the market along with relevant industry experience
- Strong critical reasoning and problem solving capabilities
Education on a Solutions Associate Resume
Make sure to make education a priority on your solutions associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your solutions associate 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 Solutions Associate Resume
When listing skills on your solutions associate 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 solutions associate skills:
- Strong verbal + written communication skills
- Experience developing or validating assessment tools or other psychometrics
- Communicate effectively with senior management, stakeholders and external providers across global offices
- Work effectively within team a environment
- Research and evaluate executive priorities to identify strong potential commercial opportunities
- Advanced software skills (e.g. MS Word, Excel, PowerPoint, Outlook) and knowledge of CRM tools/databases
List of Typical Experience For a Solutions Associate Resume
1
Experience For Client Solutions Associate Resume
- Build strong relationships with individuals at varying levels of an organisation
- Develop strong content knowledge of an assigned industry within higher education
- Previous experience working in the finance industry
- Certification or experience using psychometrics (i.e. Ravens, Watson Glaser, 16PF, CPI, Hogan, OPQ)
- Relevant experience in investment management/asset management or financial industry
- Direct interaction/experience with executive-level clients is advantageous but not required
- Excellent knowledge of the English language, both written and spoken. Command of additional languages is advantageous
2
Experience For Gmda IT Solutions, Associate Resume
- Managing operational relationship between Discretionary, Third Party and Platform Clients and Aviva/SICAV Operations and Dealing Teams
- Working on large scale projects that optimise our clients' workflows
- Monitoring the daily movements of the loan market, margin calls and any new positions for clients
- Determining appropriate collateral rates for various types of collateral based on asset-specific risk factors and client credit profile
- Trading Total Return Swaps on Bank Loans and related hedge positions
- Assist with planning, business analysis and requirements capture, development, testing, project management and reporting, and general team operations
- Proactively creating and interpreting technical fund information to assist BDDs in promoting Aviva Investors Funds
- Assist with solution delivery daily operations, monitoring and issue resolution, customer success, and contracting
- Events/Marketing in coordination with Marketing Team
3
Experience For Digital Solutions Associate Resume
- 75%: direct work preparing for and executing on new sales opportunities via RFP, product demonstrations, and proofs of concept
- Direct involvement with managing the portfolio of products across all stages of their lifecycle (from new innovation through to retirement)
- Client Reporting and data delivery
- Maintain marketing lists, event follow ups
- Ad hoc monitoring of projects and data delivery, presentations
4
Experience For Portfolio Analysis & Solutions Associate Resume
- Responsibility to enable London-based team to seamlessly on-board client portfolios and support them in generating portfolio analyses
- Maintain a thorough understanding of the Performance, Risk, and Attribution market, and how new regulations affect the market
- Regular opportunity reporting of the current state of a deal to senior management
- Interface with product management and marketing on product specifications, bugs and product improvements
- Assist in formulating standard/routine proposals in conjunction with team members and various functional groups
- Draft the narrative that ties the project components together and package and assist in presenting the proposal to the prospective client
5
Experience For Member Solutions Associate Resume
- Establish and maintain on-going Client relationships with the various parties to anticipate and resolve potential obstacles
- Responsible for vetting static data and client account information to maintain and improve data integrity within the group
- Responsible for credit analysis of the Borrower, and analyzing the overall Bank Loan risk for the Global Prime Finance Clients
- General business acumen, as defined by a keen and quick understanding of a range of business situations/contexts
- Ownership and organisation of the pitch process ensuring all internal and external resource are informed and organised
- Identifies new business opportunities and ensure existing contact opportunities are maximised
- High proficiency in Microsoft Excel, Microsoft Access and working knowledge of Business Objects
- Quality assure account transactions using all appropriate edits, both before and after
6
Experience For Treasury Solutions Associate Resume
- Create “raving fans”
- Be humble and caring
- Work with marketing director and corporate marketing teams to establish and execute internal process for webinars, conferences, and other business opportunities
- Work as part of our development/engineering team to develop new solutions and future enhancements
- Involvement with the market-facing sales team to drive solution sales in the market to include client targeting, lead generation, live proposals and pitches, and marketing
- Maximum of 18 months experience in a business environment
- Flexibility to operate in a wide range of different teams/personalities
- Work with a team and interact with other firm professionals and clients
7
Experience For Document Solutions Associate Resume
- Support the sales strategy through a structured and organised approach across channels and market segments
- Build up contacts at a junior level both at financial institutions (private banks, wealth managers etc), pension schemes and consultants
- Develop knowledge of Aviva Investors investment capabilities
- Promotes and enhances the reputation of Aviva Investors at industry events, conferences and hospitality
- Works closely with the sales team to ensure all pitches and resources are well organised
- Analyze and derive insights from data
- Partner with Ad Ops and Client Solutions team to escalate when needed to find causes of data differences
8
Experience For Lending Solutions Associate Resume
- Partner with Digital Solutions Manager(s) to gather internal client data, and present results of analysis
- Eventually assist in the development of client presentation materials
- Eventually partner with Digital Solutions Manager(s) across select accounts to drive adoption, usage, and value of the Nielsen data
- Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools
- +Own and manage a book of business from the client service side
- +Create and execute a plan to increase usage and retain workstations/Annual Subscription Value (ASV)
- + Drive strategic engagement and commercial relationships with key decision makers
- +Develop relationships with key client contacts and ensure their needs are met and exceeded
9
Experience For Prime Solutions Associate Resume
- +Using knowledge from your regions clients provide feedback to the Consulting leaders to strategize and make business decisions for the region (headcount, staffing, etc)
- +Under the direction of the Regional Consulting Director, implement national and regional initiatives at the team level
- Partners with Digital Solutions Director(s) across select, strategic accounts to drive adoption and value of the Nielsen data
- Proactively finds new ways to build the client’s businesses and to grow accounts
- Travel to meet with as needed
- Promote and enhance the reputation of Aviva Investors at industry events, conferences and road shows
- Contract and rebate management
- Event and Portfolio Manager road shows support
- Develop a vision, implement plan and deliver proactive client analyses to enable London team to multiply commercial traction
10
Experience For Business Partner Solutions, Associate Resume
- 25%: routine maintenance and documentation of various components of the demonstration environment and sales process
- Meet assigned targets and coordinate multiple concurrent sales opportunities
- Ownership of the client education process throughout the sales process
- Creation, maintenance, and documentation of a thorough sales demonstration environment
- To work closely with other members of the Relationship Management Team to increase investment and product knowledge. Provide a proactive support to the Sales team in order to maximise the sale of collectives investment products
List of Typical Skills For a Solutions Associate Resume
1
Skills For Client Solutions Associate Resume
- Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships
- +Contribute to the setting of effective goals for team members
- Academic or commercial experience working with large datasets
- Previous experience with numerical programming languages or statistical Software packages
- Strong knowledge of Microsoft Office or a basic programming language
2
Skills For Gmda IT Solutions, Associate Resume
- Proven knowledge of any of the following: SQL, VBA, C++, Linux, Python, Matlab, R
- Strong interest in working with financial data platforms like Aladdin, MPI, Bloomberg, Morningstar, FactSet
- Implementation / consulting / development experience in one or more functional
- Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment
- Industry awareness and good technical knowledge of collective investments
- Maintains strong working knowledge of the Aviva Investors product set, maximising ability to update clients and cross-sell
3
Skills For Digital Solutions Associate Resume
- Demonstrated expertise in building dashboards
- Solid process orientation and logical reasoning
- Strong focus on data quality, process and automation – with a focus on continuous improvement
- Experience or desire to be client facing
- Background or strong interest in a Finance or FinTech industry
- A strong knowledge of PC applications, in particular Microsoft Excel
- Developing a deep knowledge base across our business, products, and clients
4
Skills For Portfolio Analysis & Solutions Associate Resume
- Supporting development of content including interview guides, resources guides
- Developing playbooks, protocols and practitioner guides to capture best practices
- Understanding of the overall media and measurement landscape in advertising
- Building a professional network with internal stakeholders and industry professionals
- Answering day-to-day client queries and providing creative and complex solutions through our helpdesk
- Answering day to day client queries and providing creative solutions through our helpdesk
- Visiting clients in their offices to provide on-site consultation and training
- Working on longer term projects with clients to enable them to get value out of the FactSet product suite
5
Skills For Member Solutions Associate Resume
- Working on large scale projects that optimize our clients’ workflows
- Training clients at their desks or in groups
- Responsible for performing credit analysis on various assets including vetting amendments and waivers related to bank loan positions
- Be accountable for the successful delivery of marketing/media services for assigned client(s), interfacing regularly with key client contacts
- +Travel with junior consultants frequently; understand client and consulting challenges, provide feedback to consulting management team
6
Skills For Treasury Solutions Associate Resume
- +Step in and wear multiple hats during periods of consultant staffing transition and allocation
- +Strategically sell FactSet’s competitive advantages, including the support desk (phone, email & IM) to existing users
- Activity Reporting and managing CRM tool (Salesforce)
- Maintains a deep understanding of a client’s requirements and the drivers influencing investment decisions
- Model proposed complex or credit intensive trades for credit exposure, credit charge, funding impact and capital purposes
- Understand effect of policy changes into pricing and exposure measurement of new derivatives and explain these changes to marketers and other constituents
- Interact closely with Collateral Management as well as with Credit Portfolio Trading
- Flexible and comfortable with change, and prepared for a fast-paced, rapidly evolving workflow
7
Skills For Document Solutions Associate Resume
- Thrive in a deadline-orientated atmosphere and comfortable completing multiple projects simultaneously
- IMC – Investment Management Certificate (or working towards)
- Partner with clients to understand their business goals, marketing objectives, and competitive constraints, and build digital strategies to address these areas
- +Under the guidance of the Regional Consulting Director supervise a small team of junior consultants on that book of business
- +Be a direct resource for the most demanding clients in your book
- +Identify sales opportunities and enhance ASV and product penetration at existing clients
8
Skills For Lending Solutions Associate Resume
- +Manage larger scale roll-outs, installations, replacements, conversions, training or large projects
- + Drive product roll outs/enhancements/retirements, addressing requirements and deliverables over the short and long term
- Have fun while working hard
- Communicate risk profiles and effect of mitigants to Credit Executives, Corporate Bankers and marketers
- Train new marketers on how to use credit tools in order to perform their own calculations for plain vanilla deals
9
Skills For Prime Solutions Associate Resume
- Work closely with the business, Quantitative Research, and Applications Development to develop tools to handle new types of transactions
- Understand flow of information and data between various groups and systems
- Highly organized and detail oriented with a focus on time management
- Values the importance of quality data and strives to maintain its integrity in the system
- Directly lead a team of 5-10 Managers and Analysts, and provide strategic guidance across Kepler’s functional teams
- Be a strategic expert on digital media planning, tactics and measurement -- leading the team (internal and client) through media planning, tactic selection, partner negotiation, campaign design, ad ops and measurement
10
Skills For Business Partner Solutions, Associate Resume
- Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships
- Defining key industry terms and concepts important to FactSet’s clients to be seen as an industry expert
- Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including Excel modeling, company research, and portfolio analysis
- Collaborating with Learning to build out training modules for internal Consultants and Associates
- Participates in advisory council calls; providing meeting support including drafting agendas, meeting notes and documenting decisions and action items
List of Typical Responsibilities For a Solutions Associate Resume
1
Responsibilities For Client Solutions Associate Resume
- Understanding of technology platforms and tools: SaaS, Salesforce.com, SharePoint, Veeva CRM, Digital and Mobile technologies
- Deputise in the absence of Business Development Managers during client meetings with Fund Managers
- Desire to grow and learn in an ever-changing environment
- To actively promote business relationships through telephone support, external visits and e-commerce strategies
- To work closely with and support Sales and Marketing to co-ordinate and organise sales or training events (lunches, seminars, presentations & conferences) and ensure all required materials are collated and available
- Proactively follow-up product campaigns, seminars and conferences to support the attainment of new business targets
2
Responsibilities For Gmda IT Solutions, Associate Resume
- Assist the Client Solutions Team in developing project plans, defining roles and responsibilities and the scope of work for each project with input from project leaders, operations, and implementation team
- Communicate the outcome of the negotiations/proposals focusing on conveying the expectations set forth for each group, i.e. clear details, critical timeframes, budget, and expectations
- Track and report on the status of all proposal components
- Participate in activities needed to support the Client Solutions Team
- Knowledge of digital capabilities and channels such as Websites and Content Management Systems (CMS), Search (SEO/SEM), Social Media, CRM, Mobile
- At least 280 UCAS points
3
Responsibilities For Digital Solutions Associate Resume
- Work proficiency in German added benefit but not required
- Providing financing solutions to hedge funds against various asset classes such as Bank Loans, Distressed/Defaulted Bonds, Catastrophic Bonds, Post-Reorg Equities, Asset-Backed Securities, etc
- Creating risk monitoring reports and verifying the accuracy of the data. Monitoring these reports on a daily basis to flag risk items or identify potential breaches
- Interaction with most of the internal PB functions including Transitions, CSR, CRG, etc. and other teams - Legal, IT, Sales, Credit, CMV, F&O, Convertibles, etc
- Digital Media Supervisor/Associate
- Remain positive and engaged
- Five or more years of experience in executive assessment, leadership advisory or other professional services settings, or five or more years of experience in corporate human resources management, with a focus on talent development
4
Responsibilities For Portfolio Analysis & Solutions Associate Resume
- Proficiency in statistics and use of statistical packages (i.e. SPSS , SAS)
- Support team management information sales numbers and key stats via channels
- Junior point of contact for external clients and also business when sales team are out of the office
- Drives key account plans and ensures Tier 1 prospects are covered
- Represents and promotes Aviva Investors at industry events, conferences and hospitality
5
Responsibilities For Member Solutions Associate Resume
- Works closely with the consultant team to ensure all pitches and resources are well organised
- Records sales relationship activity promptly and accurately in the Salesforce system
- Lead projects with little intervention and oversight
- Work and contribute in a team environment and positively interact with various levels of management
- Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster truly collaborative and consultative partnerships
- Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client workflows including Excel modeling, company research, and portfolio analysis
6
Responsibilities For Treasury Solutions Associate Resume
- Assist the Assessment Solutions leader in reaching out to select members of the Advisory Council, Super User group, broader SSI community; as well as clients
- Supports the development, administration and synthesis of on-line surveys to collect feedback and ideas from a broader set of practitioners, super-users, as well as clients
- Quality assure account transactions prepared by other associates, at both the
- Organise conference follow-ups
- Organized and motivated
- Fluent Arabic language
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