Associate / Associate Resume Samples

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L O'Kon

Lauriane

O'Kon

1938 Deion Ridge

San Francisco

+1 (555) 683 8556

1938 Deion Ridge

San Francisco

Phone

p +1 (555) 683 8556

Experience Experience

Boston, MA

Associate / Associate

Boston, MA

Kshlerin, Yost and Gusikowski

Boston, MA

Associate / Associate

To check the Group mailbox and solve any queries received in consultation with Assistant Manager / Manager
Escalate unresolved open issues / high risk items to the Assistant Manager / Manager
Ensure high level of communication network is established with all the stakeholders with in the business group
Cross-checking information received with other data sources
Checking eligible positions of accounts within the local sub-custodian
Prioritize the work and conduct investigations with due diligence on all the issues
Ensure all the requisite methodology is prepared to manage the Migrations and BAU Effectively

Philadelphia, PA

Senior.associate / Associate

Philadelphia, PA

Jenkins-Stark

Philadelphia, PA

Senior.associate / Associate

Conducting various testing and migration for all sites area
Checking accounting vouchers for Asian Regional Sites
Regularly preparing Balance of Payment report, discrepancy reports, statistics reports and custodian fee in regarding to Asian Regional Sites
Deal capturing , enrichment and validation in OMR
Contribute to a global quality service via the implementation and follow up of the “Follow the sun principle” locally, for CRDS and other Referentials, by ensuring the back up of other CRDS local administration teams
Represent locally the local administration of CRDS referential, especially vis-à-vis the local CRDS IT members and liaise with Global Administration for the Global Coordination and Help desk, by
Participating to each UAT period before the implementation of each new CRDS release in production

present

Dallas, TX

Senior Associate / Associate

Dallas, TX

Bogan, Rutherford and Ruecker

present

Dallas, TX

Senior Associate / Associate

present

Knowledge of SQL including server management, performance tuning
Draft reports for manager review, ensure compliance with Deloitte policies and quality/performance standards
Assist in the development of operational documentation
Collect and manage the electronic data in support of Forensic engagements
Input the information and data into database or working sheet
Mentor and guide analysts and senior analysts, ensuring that they meet their performance goals and successfully grow their careers at Clearstate
Work on E-Discovery and computer forensic matters when necessary

Education Education

Master’s Degree in Commerce

Ashford University

Master’s Degree in Commerce

Skills Skills

Team Spirit – Should be a good team player
Ability to work independently, as well as in a team environment, prioritizes multiple tasks, and meets strict deadlines
Understands the desired outcomes of the Network Admin and is able to identify the key activities which add value or are necessary for control/risk management
Knowledge of activities in other departments
Organizational and interpersonal skills
Prioritization and notion of risk
Capacity to handle issues during crisis and otherwise
Should handle pressurized situations
Capacity to deal with high volumes of activity
Thinks creatively about Network Admin and finds opportunities to challenge standardize and improve workflow to realize value, increase optionality and flexibility

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Senior Associate / Associate Manager Resume Examples & Samples

3-7 years of experience
Knowledge of hedge funds
Hedge fund compliance experience

Associate Associate Resume Examples & Samples

Responsible for Bi-monthly Short Interest Reporting Filings
Research short position exceptions and complete filings for MS&CO, Canada and MSSB
Assist with FINRA inquiries
Validate current controls and logic
Daily monitoring and reporting for Disclosure of Interest
Involves monitoring and reporting of the Firm?s substantial equity positions and trading activity in accordance with various regulatory requirements
Ensure system alerting rules are defined properly in order to ensure accurate monitoring/filings
Investigate and remediate product data issues to ensure position accuracy
Involvement in various other Regulatory Reporting processes and ad hoc projects
Prior Operations experience necessary. Regulatory preferred
Strong organizational skills with an attention to detail
Ability to manage and prioritize responsibilities according to reporting deadlines
Demonstrate the ability to work effectively in a team environment
Proactively escalates issues and exhibits risk management skills
Strong communication and verbal skills

Senior Associate / Associate Resume Examples & Samples

Lead a team of healthcare analyst in multi-country project engagement in the healthcare industry in the areas of market opportunity assessment, go-to-market strategy, customer insights, channel optimization strategy and competitive benchmarking
Mentor and guide analysts and senior analysts, ensuring that they meet their performance goals and successfully grow their careers at Clearstate
3+ (for Associate) and 5+ (for Senior Associate) years of relevant experience in healthcare business consulting
Proven track record in project management and client handling, preferably in the healthcare sector or in business consulting
A Bachelor’s or Master’s degree from top tier universities, preferably Science major, with an MBA

Senior Associate / Associate Resume Examples & Samples

5+ years of corporate finance or accounting experience
Strong accounting experience
Intermediate to advanced Excel skills
Comfortable working with large amounts of data

Associate \ Associate Director Resume Examples & Samples

Developing and maintain desktop tools for pricing, intraday risk, intraday P&L and trade analysis
Working with sales and trading desks to investigate valuation and hedging questions
Developing pricing strategies for structured transactions
Enabling rapid new product introduction through tactical solutions
Participating in the development and implementation of the reengineered analytics platform
Executing trade compression exercises for cleared and bilateral portfolios as well as trade back-loading initiatives
Providing analytics expertise in joint projects with the risk management and technology groups
2-7 years of experience in derivatives products with deep understanding of interest rate derivatives
Experience in swap and curve library development for the post 2008 market
Knowledge of electronic swaps trading an asset
Strong mathematics, analytical and problem solving skills
Strong programming skills in Java, Scala, C++, Excel/VBA, object oriented and functional programming
Strong communication, interpersonal skills and a team player
Ability to work well in a fast-paced environment with changing priorities
Prior front office experience is desired, but applicants from other quantitative areas are also welcome
Graduate degree in Mathematical Finance, Computer Science, Engineering or similar field

Senior Associate / Associate Manager Resume Examples & Samples

3+ years of Hedge Fund Accounting experience
Strong understanding of Hedge Funds
Hedge Fund Compliance experience

Associate / Associate Director Resume Examples & Samples

Assist with exams from internal audit and act as liaison with external regulators
Assist in enhancing and developing surveillance reports as necessary
Broker-Dealer fixed income experience
Series 7, 63 licenses strongly preferred
Professional and collegial
A minimum of five years of compliance experience

Senior Associate / Associate Resume Examples & Samples

Conduct desktop research and cold calls to collect company information in various industries
Input the information and data into database or working sheet
Maintain the database and find suitable target for potential buyers in various industries
Report to manager as direct supervisor
Potential for overtime based on client needs and deadline
Must have superior Excel, PowerPoint and Word skills
Must have basic understanding of and familiarity with other MS-Office products
Familiarity with database software is a plus
Must have superior English competency (i.e., CET-6 communication skill including speaking/listening)
Business-English proficient will be a plus (i.e., TOEIC/TOEFL foreign college level)

Senior Associate / Associate Resume Examples & Samples

Implement the Forensic Technology lab infrastructure
Monitor and maintain the Forensic Technology lab infrastructure
Provide daily technical support to Forensic Technology staff
Assist in the development of operational documentation
Collect and manage the electronic data in support of Forensic engagements
Work on E-Discovery and computer forensic matters when necessary

Associate / Associate Director Resume Examples & Samples

Knowledge of Bloomberg, Thomson Reuters or other fixed income data/information service provider sources
Bachelor's Degree in Accounting/Finance
2+ years of Big 4 Advisory, TAS or in house client relationship experience
Understanding and experience with large and/or middle-market corporate debt deal processes, key parties, roles and motivations of important constituents
Ability to gather intelligence from public sources, piece together information, and draw clear and concise conclusions
Understanding and proficiency of analytical credit concepts and capability to translate those into marketing messages for external audiences
Skilled in time and organizational management across a range of projects at a given time
Proficiency with MS Word, PowerPoint, Excel

Senior Associate / Associate D Printing Resume Examples & Samples

3D Printing
Develop designs to support proof of concept checks using 3D Printing for various industry use cases
Designing physibles that will interplay with hardware and existing prototypes to provide add on benefits
Prototyping and execution of printing for proof of concepts
Resource management of consumables
Maintenance of machines and resources
Content development to showcase proof of concept using videos / animations / presentations etc
Work with global industry leaders to identify innovation focus areas, develop use cases that leverage 3D Printing
Provide information on latest topics / trends / mega trends relevant for various markets / geography to global industry leaders working with research & innovation team and further work with global leaders to identify innovation focus areas in their region / business for the sector
Work with research and innovation team to identify trends in the innovation focus areas and potential high level use cases using primary research, secondary research and information harvesting tools
Work with ideation and design teams to lead / coordinate ideation with global sector experts and digital experts to explore and prioritize use cases
Work with team leaders to enrich the use cases with relevant macro / micro / industry / sector information and develop them into business concepts
Develop assets, collaterals and prototypes to take new offerings to market
Support the validation of innovation use cases with EY leadership through the development of relevant assets and collaterals working with multiple teams including experience design, video and animation, and creative design
Development of the assets / early stage prototypes leveraging multiple digital experts from technical competencies like advanced analytics, social media, mobility, M2M / internet of things, artificial intelligence, augmented reality, virtual reality, and robotic process automation
As the SME for emerging technologies, in the above two stages support
Solution / software development of the business case with industry specific insights

Associate / Associate Resume Examples & Samples

Cross-checking information received with other data sources
Reverting to local sub-custodians to clarify/solve any open issue
Analyzing the corporate event in order to anticipate any reporting or processing issues
Setting-up of financial information into the Custody system
Collecting and relay any update related to the corporate event on an on-going basis
Processing the securities reconciliation with sub-custodians client positions at the different steps of the event
Checking eligible positions of accounts within the local sub-custodian
Checking that all eligible positions have been instructed at response deadline (for voluntary events only)
Consolidating client instructions (for voluntary events only)
Advising local market by sending instructions of participation to sub-custodian ((for voluntary events only)
Checking that instructions of participation have been duly acknowledged by sub-custodian
Tracking of the payment date of the event in order to advise clients accordingly
Processing payment of the event on client’s account upon recovery of cash and/or securities from the local sub-custodian
Processing foreign exchange orders according to client’s set up
Processing any manual adjustment related to cash or securities in order to finalize the recovery process
Justifying any cash or securities breaks to Control Teams
Is happening on periodic basis
Consistently evaluate and update documented procedures to ensure they are complete, accurate and current
0 to 2 years

Associate / Associate Resume Examples & Samples

Responsible for clients’ New/Cancellation instructions: receiving, checking, manual creation. Informing Spoke on Missing instructions, Cancellation requests and proper documentation
Follow-up of trades up until settlement: checking pending trades, trade release, receiving timely updates from CCASS and accurate reporting to client
Ensure Client is well-informed through Spoke when short of securities to cover position
Target 100% pre-matching of trades with counterparty on SD-1
To check the Group mailbox and solve any queries received in consultation with Assistant Manager / Manager
Share the best practices and ideas with the peer groups and team members
Maintain good communication with internal peer groups and BNP Paribas counterparts across Asia
Processing Intellimatch everyday
Improving Acetp by escalating the encountered issues
EOD process (to ensure no outstanding / pending instructions in queue & swift messages.)
Organizational and interpersonal skills
Capacity to deal with high volumes of activity
Prioritization and notion of risk
Team Spirit – Should be a good team player
Capacity to handle issues during crisis and otherwise
Should handle pressurized situations

Senior Associate / Associate, Wealth Products Resume Examples & Samples

Work closely with business, technology and partner to understand the analytic requirements, leverage on internal and external available data and use analytics techniques to provide data-driven insights
Work with various teams to design, develop and maintain product data mart as a single source data for MIS/analytics
Design, develop, and provide timely dashboard/MIS reports to help the product managers and management to drive the business
Minimum degree qualification, advanced degree will be preferred
With at least 3 years of relevant working experience, preferably with data management and analytics in the banking industry
Proficient in Teradata and RDBMS programming
Experience to manipulate and handle large dataset

Associate Associate M&A NA Power Resume Examples & Samples

Support the origination and execution of Advisory activities in the Power sector and manage several assignments in parallel
Execution. Managing several assignments in parallel, perform advanced financial analysis and lead transaction execution. This includes coordinating on deals of all parties involved in managing the transaction, and identifying cross-selling opportunities within the existing Advisory portfolio
Relationship Building. Establish effective working relationships and build credibility with internal constituents throughout the organization, particularly within Advisory, and be seen as a team player
3-5 years’ experience working in a bulge bracket or large boutique investment banking, private equity, consulting or a Big Four accounting firm is a must
Strong data management and research skills
Detail oriented with a complete focus on quality results/deliverables
A previous experience in the Power sector would be a plus

FAS Senior Associate / Associate Resume Examples & Samples

Liaise with client executives, lawyers and financial professionals as required
Prioritize your objectives and contribute to project planning and status reporting
Analyze financial data, review accounting records and develop financial models
Use available knowledge networks to extract relevant information for projects
Support documentation and sharing of lessons
CPA, or other equivalent designation (completed or in progress)

Senior Associate / Associate, Share Financing Resume Examples & Samples

Lead a team of Relationship Managers in providing share financing facility to customers
Develop and rollout strategies to grow the lending business through multiple channels
Active sourcing and prospecting of customers to meet sales targets, and shares AUM
To achieve budgeted sales target for the year
Re-engineer operational processes and workflow to achieve operational efficiency, cost savings, improved customer service, compliance, policies and regulations
Deliver excellence customer service within the platform leading to a desired customers’ experience, including business partners’ experience thus entrenching long term banking relationship with both groups
Execute programs, business strategies, business plans and marketing activities to increase lending customer base
Carry out effective networking with established and new channels leading to business growth. Maintain existing effective channels and build new ones leading to sales (sales in terms of new accounts sign up and/or loan usage)
Support cross-selling by working closely with other CBG / IBG units and DBS Vickers

Senior.associate / Associate Resume Examples & Samples

Main responsible the processing of Bonds, Paper and CD, IRS, OIS, CCS, FRA and various structural products of Asian Regional Sites
Providing Agency Functions for Asian Regional Sites
Regularly preparing Balance of Payment report, discrepancy reports, statistics reports and custodian fee in regarding to Asian Regional Sites
Monitoring account balance of Asian Regional Sites to ensure all transactions are correctly and accurately posted into Back Office Systems
Checking accounting vouchers for Asian Regional Sites
Pay up monthly and quarterly custodian fee for Asian Regional Sites
Conducting various testing and migration for all sites area

Associate Associate for Hispanic Latam Resume Examples & Samples

Participate in originating and securing mandates with borrowers / buyers in Hispanic Latam countries, in cooperation with Coverage and the worldwide EEO Teams (ECAs and Exporters Origination)
In coordination with the Team Leader for Hispanic Latam, Coverage and the EEO teams, brings support in the marketing of export finance solutions to clients with inbound assets and services. This includes leading the preparation of pitches, proposals, presentations and other marketing materials
Participate in meeting regional budget objectives in coordination with the Head of EF Americas, the Team Leader for Hispanic Latam, EEO teams, specialized teams and the Region
Ensure a pre-review of structures as well as commercial and financial proposals, whether mono or multi-sourced, in order to maintain a consistent approach with a given borrower/in a given country
Ensure clearance and consistency with the credit policy with a given borrower/in a given country
Participate in the negotiation and proper execution of the transaction under the supervision of the Team Leader for Hispanic Latam and in cooperation with the Specialized Teams and the EEO teams
Participate to credit applications and credit approval process (interfacing with risk department), as well as, internal project or sector overviews
Lead work on financing documentation and closing process, interfacing with legal counsels
Ensure adherence of transactions and transactions stakeholders to the bank’s compliance and CSR requirements
Maintain a proper follow-up of transactions after closing in order to ensure a first class after sales service to borrowers
Contribute to the preparation of annual reviews and supervise amendments and waivers on portfolio accounts covered by EF Americas
Promote a culture of best practices within EF Americas and participate to the training and mentoring of junior members of the Hispanic Latam team
Perform other internal tasks as may be necessary and including but, not limited to tasks related to reporting or budget purposes
Master’s degree in a quantitative discipline (Accounting, Finance, Economics or MBA w/quantitative focus etc.)
4+ years’ of relevant financial industry experience in the Export Financing space
Sound understanding of financial statements (balance sheet / cash flows / income statements) and financial terminology for covered / uncovered transactions
Experience working with strict deadlines
Strong analytical/quantitative skills
Attention to detail & organizational skills
Eagerness to learn and take on more responsibilities
Ability to work across functional teams
Strong communication skills (presentation, verbal & written)
Fluency in English. Being native or bilingual Spanish speaker
Cultural and business knowledge of Hispanic Latin America
Product knowledge for Export Finance but also familiarity with the main flows of imports of capital goods in Hispanic Latam countries, typical contractual arrangements for an export financing and knowledge of the key players
Understanding of key credit parameters and decision metrics for Export Finance transactions
Working with key technical consultants for the execution of transactions
Experience in internal processes and requirements of BNPP or a leading international financial institution
Experience with full credit analysis and preparation of credit application for internal risk approvals
Series 79 and 63

Associate / Associate Resume Examples & Samples

Understand the business/organizational expectations
Ensure all the business knowledge has been acquired before starting the Process
Floating the new clients into the BP2S books for GCC Business
Ensure all the requisite methodology is prepared to manage the Migrations and BAU Effectively
Ensure high level of communication network is established with all the stakeholders with in the business group
Take ownership on the task and should be accountable for the task delivered or undelivered
Should work independently and must be solution driven
Ensure all the meetings are productive and controlled with-in the allotted time frame
Delivering the correct information & coordination with concerned departments like Network Management, Sub custodians, Relationship, Tax, BME, Securities & Nostri reconciliations
Prioritize the work and conduct investigations with due diligence on all the issues
Ensure all the exceptions are reviewed, researched, documented and resolved in consultation with the supervisor
Ensure high level of service has been delivered to the Spokes of BNP Paribas Group
Ensure that, deadlines are adhered and the exceptions are informed on pre-facto basis
Ensure all the KRI & KPI for each for the function/activity has been met
Ensure all the Check-lists and controls are in place to manage the account opening with no operational risk
Ensure all the activities are good to capture for Audit Train with 4 Eye functionality
Ensure all the Knowledge Transfer has been delivered efficiently within the teams
Understands the desired outcomes of the Network Admin and is able to identify the key activities which add value or are necessary for control/risk management
Thinks creatively about Network Admin and finds opportunities to challenge standardize and improve workflow to realize value, increase optionality and flexibility
Expertise in Using Banking Software’s & overall awareness of using MS Word, Excel, PowerPoint etc
Experience - 0 to 2 years

Senior Associate / Associate Resume Examples & Samples

Manage the roadmap and optimization of Lazada’s recommendation engine and catalogue page sorting features
Coordinate cross functionally, with product, data science, tech, and business teams to ensure a smooth and efficient feature delivery
Monitoring A/B tests and analyze results on product feature launches
Analyzing user behavior, to identify product improvements, and suggest product features
Managing reporting and daily operations of onsite recommendations and catalogue page sorting, to provide actionable insights and support category merchandising team
Strong educational background in Business / Engineering / Statistics / Economics
2-3 year(s) work experience (Online industry strongly preferred)
Customer focused and passionate for ecommerce
Very strong analytical and problem solving skills
Advanced skills in MS-Excel, MS-Power point
Ability to handle multiple tasks, to prioritize those tasks, meet deadlines and suggest new ideas to improve onsite customer experience