Advisory Associate Resume Samples

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H Gulgowski

Hermann

Gulgowski

467 Edna Branch

New York

+1 (555) 988 5208

467 Edna Branch

New York

Phone

p +1 (555) 988 5208

Experience Experience

Los Angeles, CA

Advisory Associate

Los Angeles, CA

Rosenbaum-Harber

Los Angeles, CA

Advisory Associate

Provide change management and communications support, and engage in general management consulting
Assist with business development activities, such proposals and business capture
Provide support to all Morgan Stanley Financial Advisors by performing many various tasks in which daily responsibilities include but are not limited to
Create an inclusive environment and encourage diversity of thought
Assist project teams with research, business process reengineering, information technology, cyber security and process transformation activities
Work with fellow project teammates in delivering outstanding client service, building rapport and building and managing day-to-day client relationships
Seek innovative cost-efficient ways to improve processing and reduce manual intervention and hence mitigate risk

New York, NY

Portfolio Advisory Associate

New York, NY

West-Mohr

New York, NY

Portfolio Advisory Associate

Lead additional data management aggregation efforts, partner with other internal constituents to execute data-related projects
Look for opportunities to create new reports and publications based on incoming FA requests
Assist in the planning, tracking, and execution of various projects
Support Portfolio Advisory Business Development by ensuring proper follow-up execution and by sourcing client trades in Invesco products (MF, ETF, SMA, etc.)
Examine asset allocation frameworks and recommend portfolio changes
Support Portfolio Advisory Specialists by performing customized risk and portfolio analytics for retail financial advisors and home offices
Support Portfolio Advisors by performing ad hoc portfolio analysis, researching new securities, and preparing written comments for distribution

present

Detroit, MI

GWM Gfcc Advisory Associate

Detroit, MI

Halvorson, Wolf and Rohan

present

Detroit, MI

GWM Gfcc Advisory Associate

present

Assist in providing AML, Sanctions, and Anti-Corruption training to the staff as necessary
Work with global and regional compliance management
Assist in the development and implementation of any AML related remediation programs and/or projects
Working knowledge of Private Banking business
Provide clear advice on the application of UK, EU and US rules and firm policy in relation to Anti-Money Laundering, Sanctions and Anti-Bribery and Corruption
Provide advice on proper mitigants for high risk factors
Review of suspicious activity reports and attendance on the AMLMC

Education Education

Bachelor’s Degree in Accounting

University of Illinois at Chicago

Bachelor’s Degree in Accounting

Skills Skills

Proactive and forward thinking with strong organizational skills and ability to adapt
Strong organizational skills and detail orientation
Strong analytical and problem-solving skills with attention to details
Solid knowledge of mutual fund and ETF products and structures
Self-starter, ability to work independently
Ability to influence others, develop effective inter-departmental business relationships and contribute to significant projects involving colleagues within US Retail Sales and other Invesco departments
Basic understanding of the capital markets and asset allocation concepts
Excellent verbal and written communication skills
Strong Excel and PowerPoint skills
Ability to extract and analyze data relating to financial and business issues

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Wealth Advisory Associate Resume Examples & Samples

Maintain an accurate and current WAS database of relevant client information and opportunities for WAS and Wealth leadership
Support field planners with scanning, central file storage of plans
Assist field team with the initiation of the plan by inputting as much salient data (received from the Advisor) as possible and through report creation

Graduate Associate Country & Sector Advisory Associate Resume Examples & Samples

Must be in the second year of an accredited Masters in Business Administration program by December 2014 to May 2015
Fluency in both oral and written English, a second language is preferable, but not essential
Microsoft Excel skills as well as C/C++ and VBA, preferred but not required
Superior quantitative, analytical, communication and leadership skills are essential
Previous industry experience and modeling experience a plus

Advisory Associate Resume Examples & Samples

Conduct billing oversight for Advisory Operations control reports
Support both internal and external auditing teams by preparing reports and providing information upon request
Consult with and perform tasks for several different departments on Red Flags accounts
Reconcile MS 30days commission reports
Provide support to all Morgan Stanley Financial Advisors by performing many various tasks in which daily responsibilities include but are not limited to
Conduct extensive fee analysis of FA?s book of business
Journal revenue to and from Morgan Stanley FA?s, MS clientele, and MS house accounts
Perform a review of the departmental policy and procedures on a quarterly basis to ensure that documentation remains current
Understand the Risks that his/her team is responsible for controlling, ensure that controls and supervisory procedures are in place, and that the escalation processes are clearly understood and practiced
Develop and deliver exceptional service for clients

GWM Gfcc Advisory Associate Resume Examples & Samples

Assess and analyse Anti-Money Laundering issues such as high risk client reviews
Provide advice on proper mitigants for high risk factors
Respond and advise on BAU queries from the business and account on-boarding teams
Provide clear advice on the application of UK, EU and US rules and firm policy in relation to Anti-Money Laundering, Sanctions and Anti-Bribery and Corruption
Work with global and regional compliance management
Coordinate with Compliance Review Utility on HR clients
Responsible for client screening escalations for PEPs and negative media (and sanctions when necessary)
Escalate as necessary to Global Sanctions Compliance in relation to names searches, client screening, KYC OFAC/sanctions questionnaire
Review RRC minutes
Oversee relevant country MI/reports to Country GFCC Officers for outsourced GFCC Advisory in London
Prepare MI for relevant committees and escalation to Country and Corporate GFCC as requested
Review of suspicious activity reports and attendance on the AMLMC
Identify and investigate potential rule and policy breaches, conduct investigations, coordinating corrective action with other control functions as necessary/required
Keep abreast of industry trends and “hot issues” and anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Complete risk assessments of new business, products, or project initiatives from an AML and Anti-Corruption perspective
Assist in the development and implementation of any AML related remediation programs and/or projects
Assist in providing AML, Sanctions, and Anti-Corruption training to the staff as necessary
Good PowerPoint and Excel knowledge
Experience working in a similar private banking role
Good working knowledge of Joint Anti-Money Laundering Steering Group guidance notes, the 3rd Anti-Money Laundering Directive, the FCA Handbook, EU regulations and US requirements
Working knowledge of Private Banking business
Ability to work in a fast-paced, dynamic and demanding environment
Attention to detail and control/quality awareness
Good communication skills especially the ability to articulate complex issues to a range of audiences, including business management, other Compliance, Legal and control colleagues, as well as Audit and regulatory authorities
Good organisational and planning skills

IBD, Korea Advisory, Associate, Seoul Resume Examples & Samples

Strong performer in their current organisation
At least 4 years of corporate finance experience required (whether in IBD classic or the financing group, or previously at a corporate or an investment bank outside the firm)
Post graduate (such as CA or MBA), or an under graduate with significant transaction experience
Strong teamwork-orientation and ability to manage junior bankers
An outstanding academic record

Infrastructure Advisory Associate Resume Examples & Samples

Minimum 3 years work experience in providing value added business advisory services (e.g. in relation to business cases, project financing and funding, financial analysis and modeling, risk simulations, procurement, economics, strategy, due diligence, contract management, asset management), ideally for major infrastructure projects over their lifecycle
Strong project management skills and ability to structure work
Demonstrate a team oriented, collaborative, respectful, positive, flexible style and a strong work ethic

Portfolio Advisory Associate Resume Examples & Samples

Take ownership for disseminating a broad range of daily and weekly market information and reports via e-mail and Infonet postings
Support Portfolio Advisors by performing ad hoc portfolio analysis, researching new securities, and preparing written comments for distribution
Support PAG team by pulling data for graphs and charts and maintaining chart library
Look for opportunities to create new reports and publications based on incoming FA requests
Support PAG team with contribution and production of morning and intraday notes as needed
Support FAs with requests for stock split and cost basis information along with general inquiries about research stock certificates
Ability to develop relationships with sales focused professionals with a high degree of responsiveness and sense of urgency
Strategic and ad hoc projects as assigned
Assist in the planning, tracking, and execution of various projects
Some understanding of the dynamics the equity markets and portfolio management
Strong client service ethic
Excellent computer skills (full range of Microsoft suite)
Experience with Bloomberg and Factset
Strong attention to detail and high level of diligence
Ability to work in a team environment with very little control over one’s daily agenda. An understanding of the sales processes applicable to each distribution channel supported as it relates to advisory research
Undergraduate degree (BA/BS) with preferred concentration in business, economics, finance or marketing
Previous experience in any facet of the financial services industry
Previous portfolio management experience
Previous experience in working with FAs or in a retail client setting
MBA and/or study towards a CFA
RBC maintains consistently high credit ratings: S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as of July 31, 2014)
Based on market capitalization, RBC is the 12th largest bank in the world and the fifth largest in North America. (Bloomberg as of August 20, 2014)
RBC employs more than 79,000 employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 40 other countries

Wealth Advisory Associate Resume Examples & Samples

Minimum of 3 years experience in banking and/or investment management and trust services
Minimum 3 years experience with Microsoft Office software and financial database application
Minimum 2 years of customer service experience
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IT Audit & Advisory Associate Resume Examples & Samples

Minimum of one (1) year of experience in information systems or internal audit required
Prior experience working within a public accounting or internal auditing environment preferred
Critical thinker and creative problem-solver
Ability to take direction, learn quickly, and work independently
Ability to exercise sound judgment, tact, and diplomacy
Outstanding organizational skills especially ability to meet project deadlines with a focus on details
High degree of professionalism and integrity
Basic knowledge of internal controls

Advisory Associate Resume Examples & Samples

Assist Advisory staff in matrimonial valuations
Collect necessary information to complete valuations timely
Able to multi-task in a fast-paced environment
1-2 years public accounting experience
Bachelor's Degree in Accounting or Tax

Advisory Associate Resume Examples & Samples

Perform financial and information systems audits
Provide change management and communications support, and engage in general management consulting
Assist with business development activities, such proposals and business capture
Author whitepapers, attend conferences and participate in thought leadership activities
Work with fellow project teammates in delivering outstanding client service, building rapport and building and managing day-to-day client relationships
Interact with client personnel and senior leadership to accomplish project objectives

Private Capital Advisory Associate Resume Examples & Samples

An MBA from a top-tier business school
Several years of relevant work experience
Excellent grasp of corporate finance, valuation, and financial accounting
Superior analytical skills and demonstrated excellence in academic coursework
Strong interpersonal skills and ability to articulate ideas
Strong communications skills, both written and oral
Strong work ethic and stamina
Enthusiastic, outgoing, and achievement-oriented character

Risk, Credit Rating Advisory, Associate Resume Examples & Samples

Minimum of 3 years work experience with a credit/debt related function (eg rating advisory, corporate finance advisory, rating agency, debt capital markets, credit risk management etc)
Degree in Economics / Finance / Accounting related discipline
Experience of assessing credit worthiness and potential credit rating
Experience in rating agency methodologies, approaches and processes would be a plus

Cib-sovereign Advisory Associate Resume Examples & Samples

Daily mandate execution and ratings management for sovereign clients
Preparation and oversight of presentation books, management presentations, memorandums, briefing notes, pitches and other presentation materials for use in client interaction with Rating Agencies or other strategic client dialogue
Detailed rating analysis for existing sovereign clients, including sovereign balance sheet, macroeconomic, and political analysis; and
Maintain and develop relationships with existing sovereign clients and actively market rating advisory services to key target clients
Prior work experience of 3-4 years in a related field (multilateral institution, investment bank, rating agency, economics/and or emerging markets field) is a core requirement
Good command of the main three rating agencies’ sovereign ratings methodologies and understanding of the ratings process will be given high preference
Strong academic background in undergraduate level economics or international relations, including a sound understanding of balance of payments, monetary, and fiscal policy and debt sustainability analyses; Masters level qualification will be given high preference
Exceptional written and verbal communication skills in English; second language other than English will be given high preference
Excellent Excel and other Microsoft software, and Bloomberg skills
Ability to comfortably interact with clients and colleagues in a professional and mature manner
Ability to manage and prioritise workload under pressure whilst multitasking on numerous projects
Comfort in, and commitment to strong teamwork environment
High level of attention to detail and time management
Highly organized, detail-orientated and proactive

Sanctions Advisory Associate Resume Examples & Samples

Support DB in protecting it from legal, regulatory, and reputational risk with regard to business involving sanctioned entities and / or countries
Assist and support the Sanction Advisory function which provides guidance regarding embargo-related questions and issues
Track and monitor regulatory developments in the region
Track referrals to Sanctions Advisory, including deadlines and required follow up with relevant business lines
Assist in build and implementation of case management function, collecting metrics and statistics for reporting purposes
Assist in researching transaction-related requests
Assist in responding to inquiries from regulatory authorities as well as internal or external auditors and business lines regarding embargo and sanctions observance
Assist in timely maintenance of records in accurate and auditable format
Support sanctions-relevant reporting obligations involving countries in the region to the competent authorities
Assist in the collection of information in response to law enforcement, regulatory, or internal inquiries
Assist in supporting compliance related projects as they arise

Portfolio Advisory Associate Resume Examples & Samples

Support Portfolio Advisory Specialists by performing customized risk and portfolio analytics for retail financial advisors and home offices
Synthesize pertinent findings and research to arrive at portfolio recommendations
Examine asset allocation frameworks and recommend portfolio changes
Support Portfolio Advisory Business Development by ensuring proper follow-up execution and by sourcing client trades in Invesco products (MF, ETF, SMA, etc.)
Lead additional data management aggregation efforts, partner with other internal constituents to execute data-related projects
Manage ad-hoc investment and data analytics projects as needed
3-5 years of applicable experience in investment management industry with practical exposure in evaluating business strategy and performance, data analytics, financial planning and analysis, sales finance and reporting required
Self-starter, ability to work independently
Basic understanding of the capital markets and asset allocation concepts
Proactive and forward thinking with strong organizational skills and ability to adapt
Strong analytical and problem-solving skills with attention to details
Ability to extract and analyze data relating to financial and business issues
Solid knowledge of mutual fund and ETF products and structures
Ability to influence others, develop effective inter-departmental business relationships and contribute to significant projects involving colleagues within US Retail Sales and other Invesco departments
Innovative thinker with tenacity to focus on continuous process improvement
Ability to work in a fast paced business environment and manage numerous projects and priorities concurrently while meeting tight deadlines
Experience with salesforce.com preferred

Infrastructure Advisory Associate Director Resume Examples & Samples

Minimum of 8-10 years’ professional experience in infrastructure project finance and PPPs, gained preferably within a big four accounting firm, niche project finance advisory firms or within banking
Independently developing opportunities and building a portfolio of opportunities/projects to assist with creating and book of business
Good financial modelling skills, capable of assessing sophisticated “project finance” financial models
Thorough understanding of risk analysis and allocation for project finance
Knowledge of project finance documentation and experience in taking projects to financial close
Project Management skills as they relate to managing engagements outcomes- high quality deliverables are produced on a timely basis and within budget
Good presentation skills and an ability to assert ideas and influence others, in order to gain support and commitment

Infrastructure Advisory Associate Resume Examples & Samples

Postgraduate studies in Finance/Engineering /Investment Analysis
Minimum of three years’ professional experience in infrastructure project finance and PPPs, gained preferably within a big four accounting firm, niche project finance advisory firms or within banking
Experience in project financing of power projects shall be an advantage
African project experience is advantageous
Good financial modelling skills, capable of developing sophisticated “project finance” financial models
Willing to travel within Africa on engagements
Result-oriented approach with hands-on execution capability
Ability manage junior staff on engagements, and providing “on the job” training and knowledge sharing to these staff
Demonstrate the ability to leverage business development competence

IT Audit & Advisory Associate Resume Examples & Samples

BA/BS in Computer Science, Computer Engineering, Management Information Systems or related field
Strong academic credentials (Minimum GPA of 3.5 / 4)
Demonstrated leadership, problem solving, and strong verbal and written communication skills
Ability to prioritize tasks and work on multiple assignments
Ability to work both independently and as part of a team with professionals at all levels
Fluent in English (Reading, Speaking and Writing). Preference will be given to Bilingual candidates (Arabic/English)

Business Excellence Advisory Associate Manager Resume Examples & Samples

Six Sigma Black Belt with good knowledge of Lean practices
Needs to have worked in a BPO – Operational Excellence (or similar) function
Certification in Lean and other quality practices added advantage
Strong Project Management Skills

Advisory Associate Resume Examples & Samples

Development, assessment and implementation of Information Technology (IT) solutions with project management, process improvement, technology deployment and other business advisory initiatives. Demonstrates some proven knowledge and success managing IT Service Management engagements and project teams specializing in the design and implementation of ITSM processes, organizational structures, functions and technology within the following areas
Service Strategy and Design
Service Desk, Incident, and Problem Management
Asset and Configuration Management
Change and Release Management
Service Catalog and Service Portfolio Management
Cloud solutions and implementation
Data Center and Process Automation
HP Server Automation/Operations Orchestration (Legacy Opsware)
HP UCMDB/DDM (Legacy Mercury)
HP Operations Manager. Demonstrates some proven ability identifying and addressing client needs, participating in client discussions and meetings, assisting sustaining client relationships, assisting preparing and presenting high quality written and verbal materials, communicating a broad range of Firm services, participating in the preparation of concise, accurate documents and effectively managing personal project work load. Demonstrates some proven ability and success as a team member on project workstreams in a fast-paced, dynamic professional services environment