Cib-associate Resume Samples

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YC
Y Corkery
Yadira
Corkery
88815 Akeem Bridge
Boston
MA
+1 (555) 863 5735
88815 Akeem Bridge
Boston
MA
Phone
p +1 (555) 863 5735
Experience Experience
Phoenix, AZ
Cib Associate
Phoenix, AZ
Greenholt Inc
Phoenix, AZ
Cib Associate
  • Own and manage the feature development by working closely with Tech partners
  • Manage the development and production of the Bank’s Treasury Risk Management insights, ideas, client solutions and pitch books
  • Work closely with the Ops leads in identifying the root cause of the issues and work in creating solutions
  • Develop all associated management reporting, presentations and marketing materials
  • Perform risk assessment on the new features build
  • Uses consistent methodology to manage projects
  • Document, maintain and follow up on regular client brainstorming, strategy and action planning workshops
New York, NY
Cib-associate
New York, NY
Mohr and Sons
New York, NY
Cib-associate
  • Develops Business Scorecard and monitor the operations performance vis-a-vis the benchmarks
  • The profile involves review of legal documentation and input of key parameters from the legal documentation into the systems of JP Morgan. Examples of such legal agreements are ISDAs, CSA etc
  • Support and adhere to the Quality Operating System and its objectives by generating metrics, root cause analysis, and corrective/preventative actions to achieve continuous improvement
  • The employee should be flexible with shifts; currently there is only early morning shift (5AM to 2 PM) and evening shift (5 PM to 3 AM shift). In general, employees have to be flexible to work on both the shifts, employees will also have to change / rotate shifts periodically
  • Identify issues and co-ordinate with the relevant functions internally (eg: credit, legal etc) for prompt resolution on disputed points within set time-frame parameters
  • Performance Management if any
  • The team name is ‘Documentation Management’ and the job title is ‘Consultant’. This is an entry level job and is performed by both, graduates and post-graduates from various education discipline (mainly BCOM, BBM, MBA and LLB)
present
Chicago, IL
Cib Associate Mumbai
Chicago, IL
Stehr LLC
present
Chicago, IL
Cib Associate Mumbai
present
  • Defect Management and issues that occurred during testing
  • Design and develop formal test scripts through the analysis of high level and low level scenarios
  • Maintaining the environments and making sure that all the necessary checks and tasks are performed
  • Development and design of test plans
  • Performance testing on functionality of environments
  • Raising defects during execution and logging the same into QC. Participating in Defect Retests
  • Review of test cases and verification of the test cases
Education Education
Bachelor’s Degree in Independence
Bachelor’s Degree in Independence
Auburn University
Bachelor’s Degree in Independence
Skills Skills
  • Excellent attention to detail with a commitment to quality and continuous improvement
  • Have strong teamwork approach. Equally importantly is the ability to execute independently
  • Ability to multi-task, identify priority issues and excellent execution mentality
  • Good knowledge of Swim lane diagrams and Visio
  • Monitor the quality level for all aspects of individual or team projects and ensure that quality issues are properly addressed and resolved
  • Able to support team members with professional problems, devoting time to impart expertise
  • Good written and verbal communication skills
  • Responsible for the maintenance of internal quality and operational processes
  • Work with the subject matter experts to analyze, interpret and manage international trade data, such as Customs Rules & Regulations, Trade Documentation, and Export & Import
  • Work with departments across JPM GTS to ensure the full and comprehensive set of processes and procedures is in place in all locations. Works closely with Operation Supervisors and Managers and with other groups to capture data and build reports
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1

Cib Associate Resume Examples & Samples

  • Undergraduate / Masters degree
  • Successful completion of a major bank Analyst training program
  • 1st - 3rd year associate equivalent with corporate finance / capital markets experience with a top tier global bank
  • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
  • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
  • Ability to work under pressure and adhere to tight deadlines
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
  • Ability to work independently and must be able to work effectively in a team environment
  • Proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
  • Series 79 & 63
2

Cib-associate Resume Examples & Samples

  • College degree, specialized training, or equivalent work experience
  • Overall 10+ years of relevant experience with 5 or more years in Project management
  • Deep knowledge of Project Management and/or Systems Development Life Cycle
  • Experience in delivering end-to-end technology & client implementation solutions/projects
  • Project Management Certification will be an added advantage
  • Strong MS Office suite skills (i.e., Word, Excel, Access, Visio, PowerPoint, MS Project)
  • Excellent leadership, organizational, and time management skills
  • Ability to manage multiple and conflicting priorities
  • Ability to influence and direct activities of resources outside of direct control
  • Excellent written, verbal and presentation communication skills for various levels of audience
  • Demonstrated ability to manage multiple projects at the same time with focus on implementation and fully accountable to results under tight deadlines
  • Ability to produce clear documentation and reports that can be easily understood by both technical and non-technical audience
  • Ability to work in a fast-paced, multi-task environment
  • Ability to interact with a diverse population of both technical and non-technical employees
  • Flexibility with the ability to adapt and evolve with changes in priorities, project directions and software development procedures
  • Knowledge of Agile and technologies like Java / .Net is added advantage, but not mandatory
3

Cib-associate Resume Examples & Samples

  • The team name is ‘Documentation Management’ and the job title is ‘Consultant’. This is an entry level job and is performed by both, graduates and post-graduates from various education discipline (mainly BCOM, BBM, MBA and LLB)
  • The profile involves review of legal documentation and input of key parameters from the legal documentation into the systems of JP Morgan. Examples of such legal agreements are ISDAs, CSA etc
  • The employee should be flexible with shifts; currently there is only early morning shift (5AM to 2 PM) and evening shift (5 PM to 3 AM shift). In general, employees have to be flexible to work on both the shifts, employees will also have to change / rotate shifts periodically
  • Identify issues and co-ordinate with the relevant functions internally (eg: credit, legal etc) for prompt resolution on disputed points within set time-frame parameters
  • Working with key partners in legal, business, operations and technology, contribute towards the development of an efficient operating framework
  • Working closely with regional Legal operations Department (which has the overall responsibility for ISDA Master Agreement Negotiation and Transactions), the business and other stakeholders
  • Productivity and Quality will be the measure of performance for this role. Producing good quality work is therefore paramount to the success of the candidate in the organization
  • Minimum of 5 yrs proven experience in Derivatives Master Agreements and other trade related documentation gained within Investment Banking / Law Firm environment in the Asia Pacific region
  • An excellent understanding of the ISDA Master Agreement mechanics
  • Proficiency in MS office is a must
  • Ability to multi-task, identify priority issues and excellent execution mentality
  • Have strong teamwork approach. Equally importantly is the ability to execute independently
  • ‘Working to deadline’ approach
  • Graduation is a must, Law and Commerce graduation preferred
4

Cib-associate Resume Examples & Samples

  • Constant and regular review of processes and performance with focus on improving team competency / performance rating
  • Identify business knowledge gaps and ensure everyone has ownership of deliverables
  • Prepare MIS / Scorecard as required by senior management. And monitor all relevant MIS data ensuring all issues have been resolved expediently
  • Responsible for leading and managing multiple projects
  • Adhere to all JPMorgan Chase and department policies
  • Develop and lead a team that is responsive to dynamic organizational and operational changes
  • Accountability for overall Performance Management and Talent Review process
  • Provide verbal and written status updates to business partners
  • Meet or Exceed Scorecard Objectives
  • Process request efficiently to maintain current portfolio and ensure aged items are escalated appropriately
  • Has to be extremely client-focused and result-oriented in approach
  • Graduates (BCOM / BMS) with 8-10 years of experience
  • Working / Expert Knowledge on Client Servicing, Account setup & implementation is a must
  • Excellent written & oral communication skills in English
  • Proven leadership and people management skills
  • Strong time management and organization skill
  • Working knowledge of MS Office applications
  • Technologically proficient and have attention to detail and accuracy
  • Ability to use creative problem solving techniques to solve business issues
  • Project Management/ Implementation experience would be a plus
  • Experience of working / partnering with Risk, Audit and Compliance to ensure that the overall organizational objectives are met
  • Willingness to work in the Night Shift
5

Cib Associate Resume Examples & Samples

  • Own and manage the feature development by working closely with Tech partners
  • Perform risk assessment on the new features build
  • Work closely with the Ops leads in identifying the root cause of the issues and work in creating solutions
  • Liaise with various departments that have requests for the enhancement request
  • 5+ years of relevant experience in projects and Fund accounting / Nostro operations
  • Strong with Project management frameworks and tools
  • Strong with Excel and data analysis
  • Strong written and presentation skills a plus
6

Cib Associate Mumbai Resume Examples & Samples

  • Review requirements, user documentation and other related project documents
  • Update test execution status as part of regularly-scheduled test status updates
  • Work with Test Lead to provide estimates for assigned task duration, along with foreseeable dependencies
  • Buddy with trainees
  • Participate in test plan preparation
  • Designing of test cases for test plans
  • Performance testing on functionality of environments
  • Defect Management and issues that occurred during testing
  • Development and design of test plans
  • Review of the test cases written, so that they meet the acceptable standard
  • Execution of the test cases and timely updation of the same into QC
  • Raising defects during execution and logging the same into QC. Participating in Defect Retests
  • Blocking / Unblocking the cases based on the defects raised / fixed
  • Maintaining the environments and making sure that all the necessary checks and tasks are performed
  • Validating the feeds generated for Integration testing
  • Must have a Bachelor's degree
  • ISTQB certified (Preferrable)
7

Cib-associate Resume Examples & Samples

  • Define the risk management framework for the WSS Ops Teams and ensure that the highest level of quality work is maintained
  • Partner with Operations in managing day to day, as well as future growth of business, with the emphasis on risk management
  • Ensure that business has effective controls in place to comply with operating procedures, corporate policies and regulatory requirements across the global sites
  • Perform process reviews for new business or processes
  • Facilitate/chair risk and control meetings and forums to ensure that agreed practice is adopted across all teams in order to improve efficiency and quality without compromising controls
  • Manage compliance for adherence to product specific rules and regulations
  • Monitor and report Key Performance Indicators and Key Risk Indicators to Senior Management
  • Manage SOX/SAS 70 testing and all control related audits
  • Manage and conduct risk reviews for new products, process changes and system implementations to ensure that any changes do not negatively impact the control environment
  • Analyse errors and control breakdowns, determine root causes & trends & oversee the implementation of remedial action
  • Conduct internal audits/process and control review to ensure audit-readiness and prepare the business in achieving satisfactory audit results which should not be limited only to a certain line of business
  • Develop and execute a monthly risk review program (conduct internal control reviews of key business functions, identify gaps in processes, assist with remediation) to provide management assurance that controls are operating effectively. This program will include an evaluation of compliance to corporate policies, internal procedures and regulatory requirements. Reports on findings and action plans identified to be conveyed the Site Ops Risk and Control Manager and Business Unit Heads
  • Develop and manage a Risk and Audit Mitigation Program (RAMP) for the continuous and proactive monitoring of all key business controls in the environment
  • Manage and spearhead regular risk meeting forums (e.g. monthly) with key business partners in Risk, Compliance, Operations and Technology to oversee all risk activity (CSA, action plans, risk acceptances, business continuity, loss events, etc.) in the business
  • Drive the Control Self-Assessment (CSA) process, ensure action plans are in place, track/monitor and report closure of all open issues
  • Evaluate operational change and projects
  • Conduct a risk review of all process migrations
  • Control/Facilitate policy and standard setting
  • Rollout of education initiatives to heighten risk awareness
  • Recommend process improvements without compromising controls
  • Oversight of the performance of delegated or outsourced functions
  • Act as Audit Liaison for external and internal audit
  • Keep abreast of business trends and changes in the industry and proactively devise a plan to support new requirements
  • Ensure that crisis and significant event issues are appropriately addressed and reported
  • Act as the team's business information security and compliance officer
  • Support all risk and control and business resiliency initiatives
8

Cib-associate Resume Examples & Samples

  • 1) Analyses Business and Functional Requirements documents to facilitate understanding and identify logical elements for UAT
  • 2) Provides input to the UAT Test Strategy / Plan
  • 3) Provides input to the UAT Test Schedule
  • 4) Provides input to the UAT environment requirements
  • 5) Provides input to the UAT estimates
  • 6) Analyses Business and Functional Requirements documents
  • 7) Creates test scenarios / user cases
  • 8) Creates test scripts
  • 9) Creates test cases / data
  • 10) Executes tests
  • 11) Validates test results
  • 12) Records and evidences test results
  • 13) Raises defects
  • 14) Identifies testing risks and issues
  • 15) Helps define the test priorities
  • 16) Assists in the maintenance and upkeep of the traceability matrix
  • 17) Coordinates the production of UAT Test Scenarios and Test Scripts
  • 18) Coordinates the production of UAT Test Data
  • 19) Performs quality reviews of test scripts and defects
  • 20) Leads test script reviews with Technology, QA, Business and Operations
  • 21) Reviews / validates test results for consistency and accuracy
  • 22) Coordinates UAT test execution ensuring adherence to UAT Test Strategy and Test Schedule
  • 23) Identifies testing risks and issues
  • 24) Assists in coordinating the tracking and resolution of defects using the defect management process
  • 25) Provides Weekly Scorecard, Status Reporting and MIS
9

Cib-associate Resume Examples & Samples

  • Knowledge of Data modeling and experience in Performance tuning using AWR/TRACE reports. Few Oracle advanced features
  • Project planning, tracking & scheduling. Communicating with stakeholders. Use of MS Project and excel
  • Working with business analyst/team leads (or directly with business users) to understand the requirement & translate the requirement into implementation in ORACLE
  • To write reports using SQL and PL/SQL
  • To implement data loading using ORACLE tools like SQL loader or ETL tool
  • Interacts with the DBAs to set up Disaster Recovery capability and perform other database management related functions
  • Working in an agile fashion engaging with business analyst/user during the implementation
  • Working with the Test Team to ensure that requirements documentation can be easily translated into test plans, and ensure that the proper testing plans have been completed
  • Providing post implementation support & supporting operate team with analysis & fact finding
  • To facilitate implementation of projects through training sessions, demos, development of appropriate documentation and appropriate configuration management
  • Keeping up to date with emerging ORACLE capabilities through application training and seminars
  • Experience in working on SVN would be an added advantage
  • Bachelors Degree in Engineering or equivalent
  • 7-10 year’s analyst/developer experience in a financial environment, preferably in an investment bank or consultancy, relevant experience in operate/support role would be considered
  • Experience of building performance efficient database loading programs in ORACLE using SQL Loader and External Tables
  • Strong understanding of SQL and PL/SQL. Knowledge of building reports using stored procedures
  • Proficient in data modelling with good knowledge on normal forms
  • Experience in performance tuning and basic knowledge on understanding AWR/TRACE reports
  • Knowledge of ORACLE Partitioning, Compression, Materialized views, Oracle OLAP and Advanced 11g features would be desirable
  • ORACLE DBA knowledge would be nice to have
  • Very strong interpersonal, communication and presentation skills
  • Excellent analytical skills & capable to carry out multi task as per priority
  • Fixed Income and Risk Management/Reporting general knowledge (different instruments, what are they used for, how they are traded etc…) desirable
10

Cib-associate Resume Examples & Samples

  • Manage and lead Trade Finance Operations
  • Responsible for the maintenance of internal quality and operational processes
  • Work with the subject matter experts to analyze, interpret and manage international trade data, such as Customs Rules & Regulations, Trade Documentation, and Export & Import
  • Work with departments across JPM GTS to ensure the full and comprehensive set of processes and procedures is in place in all locations. Works closely with Operation Supervisors and Managers and with other groups to capture data and build reports
  • Drive efficiency into the system by continuous improvement of the existing work methodology and increase productivity by bringing Best Practice
  • Develops Business Scorecard and monitor the operations performance vis-a-vis the benchmarks
  • Manage the 360' engagement with People, Peers, Managers and stakeholders (including partners)
  • Seek outopportunities to drive efficiencies within Operations
  • Support and adhere to the Quality Operating System and its objectives by generating metrics, root cause analysis, and corrective/preventative actions to achieve continuous improvement
  • Monitor the quality level for all aspects of individual or team projects and ensure that quality issues are properly addressed and resolved
  • Mentor, coach, and develop staff members
  • Minimum 6-8 years Trade operations experience
  • Thorough knowledge of UCP 600, ISBP, Boycott regulations, OFAC compliance
  • Graduate /Post graduate with minimum 6-8 years of experience
  • Hands on experience in Trade Finance Operations
  • CDCS certification
  • Strong communication skills with relation management skills
  • Good documentation and presentation skills
  • Should have an ability to analyze processes and identify improvement areas and suggest action plan
  • Should be able to think through problems, manage crisis situations and motivate people
  • Hours of Work / Shift Timings inIndia?
11

Cib-associate Resume Examples & Samples

  • Ensuring that all SLA for operations are met
  • Ensuring High Level of Accuracy in line with SLA
  • Managing all the administrative and al activities for the team
  • Ensuring tight controls on Costs and Budgets
  • Setting the broad goals and Directions for the team
12

Cib-associate Resume Examples & Samples

  • Strengthen leavers and joiners procedures and controls
  • Coordinate and liaise with internal and external auditors. Promote a control environment that is always ready for an audit. Prior to an audit, complete a control environment review. Confirm there are no control gaps, open issues have appropriate action plans and mitigation, and issue closure has been validated
  • Satisfactory ratings in all audits. No failed internal inspection
  • Regulatory Focus: Demonstrate knowledge of specific regulations / laws impacting your business. Ensure compliance and adequacy of controls to address business impact
  • Strengthen Business Continuity Overall across Banking operations
  • Maintain an understanding of risks impacting your business. Assure appropriate oversight of risk management discipline through participation in product: Business Control Committee meetings, business reviews, risk assessments, and the NBIA process
  • Ensure that effective CPF and CF meetings are conducted to review risk incidents and to discuss control related issues
13

Cib Associate Resume Examples & Samples

  • Document, maintain and follow up on Treasury Sales activity through respective Business Development and Deal Pipelines
  • Document, maintain and follow up on Treasury Sales performance objectives, documentation, limits, client meetings and client action plans
  • Through analysis and administration, support the growth and development of all Treasury related client business and strategic projects
  • Aid in the development of the Bank’s Treasury business, Deposit, Commodities and Markets Advisory initiatives through analysis and administration
  • Manage the development and production of the Bank’s Treasury Risk Management insights, ideas, client solutions and pitch books
  • Document, maintain and follow up on regular client brainstorming, strategy and action planning workshops
  • Develop all associated management reporting, presentations and marketing materials
14

Cib-associate Resume Examples & Samples

  • Experience working within an investment bank
  • Demonstrates creativity in solving problems. Always looks for new ways of doing things
  • Understands the different types of risk and can discuss in detail ways of managing these risk
  • Thoroughly understands drivers of relevant markets and can explain and anticipate market movements
  • Understands transaction cycle and the steps in the process and is execution oriented
  • Ability to thrive on the challenge of competitive pressures and remain focused on client needs
  • Ability to interact comfortably with business clients and management
15

Cib-associate Resume Examples & Samples

  • Screening CV's and coordinating and conducting interviews
  • Lead the vendor management strategy to identify and attract talents from the market and create a pipeline for the organization
  • Communicating to applicants and agencies on an ongoing basis
  • Negotiating and finalizing employment offers
  • Liaising with the HRSD team to ensure employment contracts are put together in a timely fashion and ensure smooth onboarding of candidates
  • Actively promoting the internal recruitment service and building strong working relationships with the business
  • Working closely with the Hiring Managers and Search firms on retained searches
  • To anchor and actively promote the Internal Referral Program / Campus Hiring (Graduate Trainee & Management Trainee) and other low cost hiring sources
  • Providing support and co-ordination on various HR projects / administration support as required
  • Weekly / Monthly update to Supervisors and the Management Team
  • To actively drive the recruitment scorecard,to help build system discipline, process efficiencies, reporting matrix and measure delivery v/s targets assigned on continuous basis
  • Key Requirements
  • Graduate / Post Graduate with 9-12 years of experience in Recruitment, desirable experience of 3 years in Financial Services Operations space
  • Proven experience managing an end to end recruitment process
  • Demonstrated ability to build and cultivate strong relationships with both internal / external stakeholders
  • Proven ability to deliver results
  • Ability to work under pressure, prioritize appropriately, meet deadlines and juggle simultaneous demands
  • Positive 'can do' attitude
  • Motivated, High Energy, keen and enthusiastic
16

Cib-associate Resume Examples & Samples

  • Develop project plans and manage them through to successful implementation
  • Manage virtual teams on a global level and influence at all levels and across multiple functions and teams
  • Interact with senior stakeholders within global operations and projects teams
  • Work with business areas on a regional and global basis to identify transformation opportunities and convert them into project plans
  • Create Project Charters and track implementation
  • Regular stakeholders communication and timely escalation
  • Ensure requirements for Operational readiness are fully understood and agreed
  • Ensure operational sign off and readiness for all implementations
  • Support the development and roll out of training
  • Project execution and delivery
  • Business Analyst
  • Operational management & practice
  • Prior Project Management experience must
  • Project management experience, leading a project through all stages of the project lifecycle
  • Proven track record of personally managing successful small to medium projects, including managing testing and implementations
  • Proven track record of participating in large scale projects
  • PMP certification will be an added advantage
  • Good knowledge of Swim lane diagrams and Visio
  • Experienced business analyst, who is comfortable working in an agile application development environment
  • Experience and working knowledge of both Agile and Waterfall project methodologies
  • Understanding of JIRA/Green Hopper would be a benefit
17

Cib-associate Resume Examples & Samples

  • Fund Accounting operations knowledge. Should have an understanding of the different inputs and variables that impact the NAV calculation
  • Detailed Invest One Knowledge (Core Fund Accounting System)
  • Proven ability to work with challenging deadlines, manage daily workload and prioritise key events
  • Ability to interpret complex client instructions and translate them into accurate system inputs
  • Execution of implementation activities onto the Fund Accounting systems
  • Facilitation of any maintenance requests on existing static data setups
  • Own the Operational static data readiness status for Fund Accounting incremental and new business i.e. fund launches, share class launches
  • Build a stable relationship with the client and other CIB teams to ensure delivery for all indirect system setups
  • Feed into the creation of standard operating procedures and controls
  • Oversee and perform Business Requirement gathering and analysis, and resolution of issues
  • Define requirements and ensure the end to end business solution meets the business needs
  • Facilitate walkthroughs of business solution
  • Management of Client Reference Data golden source for the Fund Services globally
  • Operational SME for Client Reference Data instruction automation
  • Bachelor’s degree and Professional Business Analysis certification or equivalent work experience preferred
18

Cib-associate Resume Examples & Samples

  • Processing of all investor related activities
  • Carry out Know Your Clients checks on investors
  • Regulatory and Tax reporting for investors and the funds administered
  • The accurate processing and settlement of Cash
  • Manage day-to-day operations, ensuring complete, timely and accurate submission of all deliverables
  • Ensure accurate trade processing, review and reporting in accordance with the established work practices and procedures of the Transfer Agency Group
  • Accurately record money movement and reconciliation of the same in accordance with the established work practices and procedures of the Transfer Agency Group
  • Carry out Anti-Money laundering (AML) checks whilst displaying a comprehensive knowledge of the established practices, processes and procedures of JPMorgan including in-depth industry awareness
  • Facilitate the completion of regular and ad-hoc client, investor and regulatory reporting requirements in a timely, accurate and professional manner, for submission to Oversight Team
  • To co-ordinate with the Oversight Team in conjunction with clients and internal stakeholders the quarter and year end process timetable and ensure all items are completed accurately by the deliverable date
  • Provide support to the Oversight Team through investigation and analysis and provision of relevant data, to resolve client queries as required
  • Lead and/or participate in internal and external projects
  • Maintain and update Standard Operating Procedures as required
  • Preparation of service level documents
  • Ad-hoc tasks as directed by the Head of Transfer Agency/senior management
  • Active participation in JPMorgan Performance Management and Staff development programs
  • A minimum of 5 years relevant Financial Institution (FI) experience is required. Transfer Agent experience is preferred
  • More than 5 years of people management experience
  • Comprehensive working knowledge of Transfer Agent administration systems
  • High proficiency in MS Office
  • Relevant Tertiary Degree
19

Cib-associate Resume Examples & Samples

  • Executive assistant to ED and manage all admin related function
  • Ensure follow up
  • End to End process responsibility
  • Escalate any exceptions on identification
  • Getting the team along to achieve common objective
  • Working with seniors to achieve organization agenda
  • Knowledge of Office assistance and executive support (PA/ EA) similar year's experience
  • Good time management skills
  • Strong Customer Service skills
20

Cib-associate Resume Examples & Samples

  • Good understanding of OTC Derivative products and trade life cycles
  • Logical and structured approach to planning and problem solving and decision-making
  • Ability to communicate confidently and influence both internal and external stakeholders
  • Good MS Office skills – Excel, Word, Visio and PowerPoint
  • Can work independently and has good resilience
21

Middle Market CIB Associate Portfolio Management Resume Examples & Samples

  • Provides support for internal requests or projects as needed
  • Maintains in-depth knowledge of client base and industry sub-sector to provide analytical support to PM and other SunTrust teammates
  • Reviews PM Analyst work for accuracy and completeness
  • Provides analytical work as part of sound underwriting process and ongoing portfolio review, including forward looking models that demonstrate indicative base case and stress case performance
  • For assigned clients, leads a sound underwriting process, including appropriate structure and pricing discipline, accurate Prism obligor and facility ratings, due diligence, CLO document preparation and coordinates review of loan/ISDA documentation with GPM and or counsel to identify structural concerns
  • Supports PM and GPM in analyzing sector views, portfolio segment performance, concentrations, and profitability
  • Seeks leadership opportunities and participates in task forces outside of immediate scope of responsibility
  • Actively participates in recruiting efforts and other firm initiatives
  • 3 years of related training and experience
22

Cib-associate Resume Examples & Samples

  • Good team player and self-motivated
  • Desire to work in a fast-paced environment with multiple deliverables
  • Proficiency in Microsoft Office suite of applications
  • Preferred experienced with client documentation and JPM systems