Associate Resume Samples
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Associate Resume Samples
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DW
D West
Diana
West
4288 Witting Harbor
Boston
MA
+1 (555) 405 0969
4288 Witting Harbor
Boston
MA
Phone
p
+1 (555) 405 0969
Experience
Experience
New York, NY
Associate
New York, NY
Cartwright-Heathcote
New York, NY
Associate
- Preparing transaction information (e.g. memoranda, data room materials, investor presentations)
- Developing, testing and implementing new trading strategies, and improving existing strategies
- Working closely with FX Options and Hybrids trading desk in defining trading charges and discussing book hedging strategies
- Designing, delivering, implementing and running regulatory Operating models and implementing control frameworks and Standards
- Interacting professionally both internally with Loan Officers, Underwriters, and Senior Management, and externally with Borrowers, and Third Party Providers
- Setting up, testing, and deploying our clients' cross-channel marketing campaigns using our proprietary, web-based application
- Providing general market support, preparing packages, showing properties and anything else the Senior Broker or Managing Principal may direct
present
Boston, MA
Associate
Boston, MA
Greenholt, Weissnat and Grimes
present
Boston, MA
Associate
present
- Participating in QA reviews from end to end, including developing testing strategies, executing testing, and analyzing results
- Taking corrective measures/action in consultation with the Team Lead /Assistant Manager
- Analyzing alternative investment portfolios
- Generating high quality transaction concept summaries for review by FHA/HUD
- Managing our clients' subscriber databases, including creating and updating their lists and segmenting data for targeted cross-channel marketing campaigns
- Supporting the development of written, training and web products including research, analysis, writing, editing, and formatting
- Preparing loan documents related to transaction engagement, broker compensation, and interest rate lock
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Tulane University
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to work at a detailed level, gaining subject matter knowledge quickly and being able to drive own knowledge gathering approach
- Strong knowledge of TCP/IP, Basic Concepts of OSI layer and protocols, Basic knowledge of networking and security concepts, Knowledge of OS (Windows / Linux)
- Probability: Strong knowledge in probability theory, statistics, econometrics, stochastic processes, and numerical analysis. Highly analytical bent of mind
- Attention to detail. Strong ability to learn quickly, multi-task and deliver high quality results under tight deadlines
- Probability: Good knowledge in probability theory, statistics, econometrics, stochastic processes, and numerical analysis. Highly analytical bent of mind
- Strong attention to detail; exercise strong quality control over own work
- The ideal candidate will be highly detail-oriented and will possess strong organizational skills. Multi-tasker with attention to detail
- Excellent knowledge of Microsoft Office products, particularly Excel; knowledge of VisualBasic is
- Attention to detail and Influencing skills, good logical and analytical skills, ability to abide by RBS core values, strong presentation skills
- Should have strong MS Excel knowledge including the use of functions such as Vlookup, pivot tables, nested if functions etc .Knowledge of VBA is
15 Associate resume templates
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1
Associate Resume Examples & Samples
- Bachelor’s degree or equivalent experience. Equivalent experience should include working for 2 – 3 yearsur years in a customer service environment, preferably some of that time in a Transfer Agency or financial operations environment
- Investment industry experience preferred
- Strong written and verbal communication skills are needed
- Strong emphasis on meeting productivity targets
- Ability to work in a fast-paced, team oriented environment and work within deadlines
- Strong computer skills and attention to detail a must
2
Associate Resume Examples & Samples
- Business research
- Development, training, and mentoring of analysts
- Strong writing skills, as evidenced by writing samples
3
Associate Resume Examples & Samples
- Performing market analyses to generate potential new business leads, preparing meeting materials and attending meetings with prospective clients
- Analyzing alternative investment portfolios
- Preparing transaction information (e.g. memoranda, data room materials, investor presentations)
- Assist in communicating with prospective buyers and coordinating interactions between Lazard professionals and prospective buyers
- Communicating with and reporting to Lazard’s clients; and
- Assist in the closing process of a transaction including creating investment schedules and coordinating with buyer’s and seller’s legal counsels
- Three years of investment banking, secondary advisory, investing or similar experience
- Excellent references and a strong team orientation demonstrated through his / her prior employment
- A strong and demonstrable analytical background; and will be
- An effective communicator and writer
4
Associate Resume Examples & Samples
- Perform good order review, and process financial and non-financial transactions Process accepted transactions accurately, efficiently and in accordance with the policies and procedures
- Prepares inputs and verifies transactions using company computer systems, in addition to division specific systems and subsystems
- Primarily processes work that is in good order (IGO), as well as work that requires more complex processing skills and problem resolution ability. This work includes monetary and non-monetary transactions
- Also responsible for preparing relevant reports, and timely completion of compliance related activities
5
Associate Resume Examples & Samples
- Work effectively as a team member sharing responsibility, providing support, maintaining communication, and updating senior team members on progress
- Build strong internal relationships within Advisory and across other services
- Assist in the execution and day to day leadership of a portfolio of client projects
- IT external audit support including Financial audit IT integration
- IT internal audit
- Third party reporting, e.g. SOC1, AAF 01/06, SOC2
- Experience of the IT elements of regulatory reviews (e.g S166, client money, Sarbanes Oxley 404, Solvency II or Basel II)
- IT elements of Supplier Risk Management
- IT programme governance and Control
6
Associate Resume Examples & Samples
- Typically MBA graduates or graduates with 3-4 years experience
- Permanently eligible to work in the United States
- Desire for significant transaction responsibility and ability to understand complex financial products; proven analytical ability and attention to detail; superior written and oral communication skills. 3 years work experience
- Concentration in Finance; degree from a leading MBA program
- Solid leadership and interpersonal skills; success working in a fast-paced, team environment
- Background in financial services or experience as an analyst
7
Associate Resume Examples & Samples
- Participate and/or lead projects including financial modeling and ad hoc analysis
- Understand key operating profit drivers and work with business management to optimize
- Growth initiatives
- Proactively look for opportunities to optimize the current reporting and develop new approaches to assess the health of the business
- Responsible for running management reports, including monthly business and financial results to management and businesses, co-working with business finance colleagues
- Provide/review financial data related to various businesses by interfacing/coordinating with functional business finance contacts, which include weekly sales, monthly Net New Business (NNB) forecast update, global MIS such as Business Review and Operating Plan
- Update/review expenses forecast for functions on a monthly basis and input to required template for upload to finance system (Northstar)
- Support/co-work with Business Finance manager in budgeting for regions and businesses
- Oversee activities performed by India team members for Business Finance tasks migrated
- Support Business Finance manager in continued migration of operating tasks to India
- Co-work with other finance teams for proper expenses forecast
- Drive the One BlackRock Culture
- 6 years of experience with a similar profile, preferably including investment management and/or financial industry experience
- Strong financial acumen and ability to think quickly
- Ability to communicate effectively within BlackRock, including Finance, both locally and across geographies
- Ability to build relationship with multiple stakeholders
- Ability to work effectively in a team environment (not only Business Finance team but also acrossFinance including controllers team and Finance as a whole
- Advanced Excel and PowerPoint
- MBA or equivalent qualification preferred. Strong academics including bachelor’s degree in a numeric discipline
- Good communication and engagement skills at all levels
- 'Can-do' attitude - willing to contribute at all levels in a small but high performing team environment
- Analytical ability
- Ability to develop a deep understanding of the business and its key drivers
- Ability to deliver in fast paced environment with tight deadlines and multiple demands
- Experience with Hyperion Essbase or similar multi-dimensional analytical tool skills is helpful but not essential
8
Associate Resume Examples & Samples
- Prepare and review Forms 1118, 5471, 8858, 8865, and other international tax forms (including preparing E&P adjustments and Schedule M’s)
- Assist with preparation of Subpart F and foreign tax credit calculation
- Assist with preparation of income tax provision and evaluation of uncertain tax positions in accordance with FIN 48
- Assist with IRS international audits
- Review the work of Tax Analyst as needed
- Assist in the development and implementation of tax planning initiatives
- Prepare and Review international provision; prepare and review US reporting of non-US affiliates (Form 5471s, Form 8865s and Form 8858s); assist with international aspect of special projects
- Must have excellent legal research and writing skills, and must be prepared to present evidence of same during interview process
- Must have advanced computer skills, and be familiar with Microsoft business applications, and other tax and financial applications. Experience with corporate tax preparation and partnership tax accounting software will be considered a plus
- Must have excellent oral and written communication skills, and must be developing organizational and supervisory skills
- Must have strong team handling skills and should be able to plan schedules for team according to priority and keep the managers updated on day to day business
9
Associate Resume Examples & Samples
- Implement new business functionality on the Aladdin system to meet business requirements
- Develop an increasing understanding of technologies and architectures, including enterprise architecture, design and implementation, software design and deployment best practices
- Ensuring focus on quality and delivering results
- Assist team leads with developing project estimates and plans
- Should be able to work in US EST time-zone with overlap of 2-3 hours
- Bachelors or MS degree in Computer Science or Mathematics
- Strong programming skills in Java
- 4 years of experience with large scale software development and deployment
- 3 years of experience with Java
- Knowledge of Java Swing and multithreaded java development
- Knowledge of Spring, JDBC & SQL
- Strong foundation in Object-Oriented Analysis and Design as well as Design Patterns
- Experience in the finance industry or knowledge of financial products is a plus
- Experience working with, designing and building scalable real time systems is very helpful
10
Associate Resume Examples & Samples
- All phases of software development for the AnSer product and supporting server infrastructure
- All phases of software development for the Aladdin Research product and supporting server infrastructure
- Working with senior team members and internal clients to specify and design new product functionality
- Interfacing with other groups in the firm to solve client problems
- Continuous communication of technology decisions, issues and plans to senior team members and clients
- Providing ongoing development maintenance of existing application functionality, working closely with the client support teams to address issues that are escalated for resolution
- 5+ years of industry experience
- Knowledge of JavaScript, HTML5 and CSS3
- Knowledge of SQL, JDBC and Spring
- Experience with Unix (especially Solaris and Linux) and Windows
- Strong object oriented programming design skills. Knowledge of UML, design patterns/frameworks, etc
- Experience with the Java Foundation Classes (JFC)
- Degree in computer science, engineering, or a similar technical field
- Experience in the financial services industry a strong plus
11
Associate Resume Examples & Samples
- Minimum Bachelor in a technology field
- Extensive hands-on experience in a Java / J2EE development team using Spring, JPA/Hibernate, Multi-threading and messaging protocols (JavaFx desirable)
- Hands on experience designing and delivering complex, highly scalable distributed software components; experience with ZooKeeper and Cassandra or equivalents is not essential but would be beneficial
- Solid database experience (SQL, DDL/DML, data modeling). Sybase experience preferred
- Solid understanding of the different software development methodologies from waterfall to Agile
- Experienced with Continuous Integration, Test Driven Development
- Solid understanding of object-oriented development principles
- Solid understanding of relational databases (e.g. Sybase, MySQL, etc.) & programming languages theory (e.g. Java, Perl, Python)
- Web knowledge (HTML, JavaScript, HTTP)
- Able to work in a Unix/Linux environment
- Demonstrated interest in finance
- Strong attention to detail and thoroughness
- Demonstrated ability to be a self-starter and learn quickly
- Excellent communication skills to enable clear articulation while working with global team and portfolio managers
- Ability to work in a team-environment
- Candidate must have the ability to quickly learn the intricacies of complex financial instruments and adapt their technical ability quickly
12
Associate Resume Examples & Samples
- Work with project managers, technical leads, business owners and analysts through the whole SDLC, understanding and refining systems requirements, designing and writing code, clearly documenting the development process
- Develop server-based solutions for a wide range of web sites and web applications
- Understand and support existing systems, and resolve operations issues while working with other support team staff located across the globe
- Work with development teams to create the technical architecture around client technology needs
- Solve client problems and communicate resolutions for existing systems
- 6 years hands-on Java, J2EE development (JSP, servlet, Struts, JDBC, taglib, JSTL, JBoss, ATG Dynamo)
- 3 years Perl design and development experience - perl data structures and references, CPAN, modules, and packages
- 5 years database experience (SQL, DDL/DML, stored procedures, data modeling). Sybase experience preferred
- 5 years experience with Open Source tools (Apache, JBoss, Tomcat, Hibernate, Ant, Struts, Spring, JUnit, etc.)
- 3 years UNIX experience (ksh, bash, shell scripts)
- Strong foundation in SDLC methodologies - Waterfall, Agile, Unified Process
- Experience with object modeling and architecture using UML
- Financial knowledge and interest strongly recommended
- Experience working with global project teams spread across several time zones a must
13
Associate Resume Examples & Samples
- Account coding and coding reviews
- Manual test execution
- Documentation of procedures
- Process /system enhancements
- Maintenance of Legal & Compliance Restricted Lists
- Client certifications / attestations
- Experience of working in the investment management industry and of investment products preferred
- Experience of coding of client portfolio in SQL preferred
- Ability to manage stress and work in a highly challenging environment
- Have maturity and positive attitude
- Strong multi tasking skills
- Strong Microsoft Office knowledge
- MBA Finance or CFA
- Knowledge of UCITs regulation, preferred
- Capital markets knowledge or NCFM certifications preferred
14
Associate Resume Examples & Samples
- In collaboration with the Lead provide testing services for the global testing team including automation implementation, Performance Testing and reporting ensuring delivery is on time and of high quality for specific tools and processes
- The QA Engineer will develop, maintain and execute automated scripts based on manual test cases; therefore the ability to code using HP Quick Test Pro (QTP v10) and use of Application Lifecycle Management (ALMv11) modules (Management, Test Plan and Test Lab) is a must.Interface and liaise with the global Test, Business and Development teams, effectively communicating testing metrics, progress, schedules and issues impacting delivery
- Able to establish and/or confirm functional and non-functional requirements and produce high quality stress, load and performance test strategies, plans and associated documents
- Able to identify, procure and manage environments and data required for testing
- Able to design, build, execute and monitor performance tests
- Knowledge of monitoring, profiling and tuning tools eg JMeter(preferably), HP Loadrunner/HP Performance Center(desirable)
- Minimum of 3 years experience in Software Quality Assurance in a financial services firm, including writing manual tests, test automation development and execution
- Minimum 2 years experience using QTP and use of all ALM modules with an emphasis on automation test execution and reporting from Test Lab and Traceability coverage metrics
- Minimum 1 year experience using LoadRunner with an emphasis on Performance automation
- Testing tool to design and execute load tests against Java applications, Web applications, web services and SQL Server
- Good exposure to coding in Java & PERL
- Exposure to functional automation framework implementation and hands on coding
- Well versed in writing performance test plans with good exposure in performance engineering
- Awareness of performance standards and to compare the application under test to these standards and thereby determine the bottlenecks and subsequently their root cause
- Understanding of web protocols including HTTP, HTTPS, TCP/IP, Socket and DNS
- Exposure to following technologies: RDMS , SQL, *nix, windows, XML and Java
- Strong foundation in various SDLC methodologies - Waterfall, Agile, Unified Process
- Exposure to scripting languages like Jscript, VBScript, Python would be an added advantage
15
Associate Resume Examples & Samples
- Confirm and affirm transactions with counterparties across all product sectors
- Route trade details/ portfolio allocations & receive written or electronic trade confirmation from counterparties daily
- Process MBS TBA pool allocations
- Resolve DK’s, fails and exceptions
- Coordinate with dealer community on STP efforts to further automate confirmation process. Represent IO and BLK in industry and STP initiatives
- Maintain awareness of industry changes and their impact on the confirmation process
- Liaise with vendors, executing brokers, FCM’s, CCPs, and senior management to make transparent industry changes and impact to IO and BLK
- Bachelors Degree in Finance or similar concentration required
- Understanding of financial markets and related instruments
- Solid working knowledge and understanding of trade processing, settlement processes and systems, e.g. CTM, Domestic Oasys, MarketAxess, Tradeweb, FXall, FIX, MT300, Bloomberg
- Team player with excellent attention to detail, problem solving / analytical abilities, research skills and willingness to learn
- Proven ability to manage small – medium sized teams
- PC proficient with experience in Excel, Word, PowerPoint and various Investment Management and trading platforms, e.g. Aladdin
16
Associate Resume Examples & Samples
- Develop firm wide models to forecast capital stress testing components
- Develop approach and implementation plan for each required central capital model
- Partner closely with external data providers and model development resources
- Stay current with emerging requirements, both regulatory and others, and manage corresponding changes in models, systems, and processes
- Liaise with Central Stress Testing team on all CCAR submissions
- Oversee and participate in hands-on review of tools, documentation, process, and data to assess conceptual and financial soundness of the implementations, as well as compliance with rules and best practices
- Present plans, status, and findings to management
- Graduate degree in a quantitative discipline (Mathematics, Statistics, Engineering, or related quantitative field)
- The candidate must be a self starter who is able to work in a fast paced, results driven environment
- Strong quantitative, analytical, and problem solving skills
- Good knowledge of financial products and financial markets
- Good organizational, management, and communication (verbal and written) skills
- Experience in statistical modeling software (SAS, EViews, R, Matlab etc.); Strong Excel, VBA and SQL skills
- Experience with pricing models, capital models, and/or financial forecasting is a plus
- Experience and knowledge in regulatory capital rules (Basel and CCAR) is a plus
17
Associate Resume Examples & Samples
- The candidate must be anexperienced professional who possess strong auditing skills, good knowledge ofthe private banking/wealth management and/or investment management businesses,financial instruments and products, and a strong understanding of internalcontrol systems within a financial institution
- This role is responsible forthe following
- Performing detailed riskand control assessments across AM functions and processes
- Performing end to endcontrol reviews over regulatory reporting and other process and functionsacross AM
- Facilitate kick off andclosing meetings with department managers
- Maintain accurate andcomplete documentation
- Follow up on all itemsthrough completion
- Perform root cause analysisof issues and recommend remediation steps
- Ensure that all design gapsare identified and remedied in a timely manner
- Develop/provide professionaland accurate reporting to management for review
- Developing recommendations to strengtheninternal controls and improve operational efficiency; and
- Staying currentwith evolving industry andregulatory changes, andanalyze impact to business objectives, processes,and compliance
- Resolution Planning andExecution
- Manage a complexreporting process to ensure complete, accurate and timely reporting of the ResolutionPlanning Documentation for the lines of business, legal entities and criticaloperations in scope
- Liaison with line ofbusiness contacts, legal and the Firm PMO team
- SOX and GLRS controlprogram administration, testing and QA
- Internal ControlInitiatives including the quarterly management representation letter process andchecklist
- Interaction with otherAM Finance Control Programs
- Bachelor’s degree in Accountingor Finance, CPA a plus
- 4 - 5 years experience in Auditing, Accounting, Internal Control and/or Finance
- Strong background in and/or familiarity with the Financial ServicesIndustry
- Working understanding of operational risks and related controls
- Strong skills in time management, problem solving, written and oralcommunication
- Ability and desire to learn quickly, be flexible, and think strategically
- Ability to multi task, complete projects on time, and be able to adapt tochanging priorities
- Enthusiastic, self motivated, effective under pressure
- Working knowledge of Microsoft Office applications; and
- Ability to travel 25% ofthe time or more
18
Associate Resume Examples & Samples
- Partner with LOBs, consumers and technology to identify root cause and resolve issues
- Reconcile data between Risk Infrastructure and Finance (GL)
- Support the sourcing of data into the Risk Infrastructure
- SQL knowledge and ability to query database is a must
19
Associate Resume Examples & Samples
- Participate & support Finance users throughout the testing phase
- Provide hands on guidance to Finance users throughout testing/implementation phase
- Provide continuous improvement opportunities through identifying best practices in processes/systems/reference data
- Over 1 year experience on Wolters Kluwer Financial Services (WKFS/FRS) Reg Pro product implementation for Regulatory Reporting Automation (criteria to be mentioned for external hire only)
- Strong understanding and an appreciation of the Project Life Cycle
- Good communication, negotiation and relationship management skills
20
Associate Resume Examples & Samples
- Background in Financial Accounting with strong accounting skills preferred
- Working knowledge of reconciliations
- Good at Excel, PowerPoint and access
- Ability to analyze and interpret huge sets of data
- Good at written and Verbal communication
- People Management experience for at least 3 years
- Self starter who drives initiatives for process improvements/enhancements
- Having an eye to detail with control centric approach
- Graduate with8 years experience/MBA CA with4-6 years of exp
- Excellent Communication verbal and written
- Ability to work in strict timelines
- Willing to work in night shift
21
Associate Resume Examples & Samples
- Managing a team of 11-12 Analysts and 2 Associates
- Ensure adequate resources are assigned to each function and appropriate work allocation
- Partner with client advisors to support all facets of the sales and business development processPartner with client advisors to support all facets of the sales and business development process
- Coordinate product teams & other Institutional Advisory & Sales divisions with Sales processes
- Initiate territory management efforts - research prospects within territory, keep client advisor abreast of client trends and industry developments
- Prepare clear, structured & meaningful management reports detailing execution of sales strategy and performance through performance tools using revenue metrics, new business growth and relationship management data
- Partnering with Global Client Reporting Management (CRM) for various activities such as data enrichment and projects including support for salesforce
- Partner with the CRM projects team is providing reports that enable smooth data transition
- Prepare sales reports and deck for senior management
- Partnering with various sales segment and region head to enhance quality coverage and support
- Motivate, guide and coach at all levels in the team
- Escalate potential problems as needed in advance of deadlines
- Drive initiatives within the team and track team's performance
- Provide regular feedback to the team leads and ensure that the zero escalation for all processes
- Drive local management initiatives
- Regular business calls functional team and quarterly call with senior management
- Qualified Chartered Accountant or MBA with5 -8years of related experience
- Excellent desktop skills
- 1-2 years experience on Sales reporting tool preferable
- Strong understanding of banking and financial services industry
- Strong ability to understand multiple systems and platforms
- Excellent detail orientation. Ability to delve into details with a view to solving issues and add value to existing functions
- Ability to liaise and partner with stakeholders
- Ability to understand key drivers of the business
22
Associate Resume Examples & Samples
- Support the GTI Vendor Optimization Program, an effort to reduce vendor expense through improved governance, analysis of management information and pipeline reporting. Responsible for tracking save opportunities and production of monthly executive level reports highlighting achievements and opportunities
- Support the GTI Vendor Reduction Program, an effort to reduce reliance on third-party providers through in-sourcing, elimination or aggregating requirements with a smaller number of strategic suppliers
- Develop and maintain reporting for New Vendor Spend and key business drivers including LOB demand, centralisation into GTI and new product requirements
- Business drivers including LOB demand, centralisation into GTI and new product requirements
- Maintain a Vendor Deal Pipeline. Provide new deal analysis and financial modeling including aggregate GTI views, what if analysis & ROI analysis. Partner with the JPMC sourcing teams to ensure supporting data is complete for key contracts including multi year financials, contract start & end dates, products & services and entitlements & volume
- Develop and maintain a linkage between the contractual view of new vendor deals and the financials and highlight areas of opportunities & risk in the GTI budget / outlook. Partner with JPM sourcing managers, GTI Operational Managers & B&FP finance teams to translate sourcing saves into a P&L view and determine impact (+ or -) against the vendor productivity target
- Develop and maintain multi year projections of vendor spend which are utilized in Senior Executive Planning and Forecasting presentations and as inputs into multi-year plan projections
- Support Contingent Worker Programs including strategic Beeline roll-out, improvements to worker controls and know your Employee policy implementation. Develop closer linkages between individual statements of work, the associated vendor workers and the GTI budget / outlook
- Partner with the BFM Leads and B&FP (business & financial planning) teams to provide transparency and insight into vendor expense and the underlying business drivers
- Drive better linkages into other BFM disciplines including investment management, location strategy & resource management
- Ad hoc request fulfillment for Finance, Technology & Sourcing managers
- 5 - 7 Years+ experience in finance or vendor based role with practical experience in core finance disciplines
- Experience in executive presentation development
- College degree desired in Finance or Business
23
Associate Resume Examples & Samples
- Strong analytical and credit skills are a must
- Strong communication skills, both written and verbal - Chinese as well as English – high level of fluency in both languages is an essential requirement for the role
- Very strong comfort with MS Excel and ability to navigate through complex financial models
- Proficiency in Microsoft office suite (Word, powerpoint, Excel, Outlook etc)
- Ability to take a leading role on due diligence, with a mindset to question and cross check (with third parties or others) information supplied by borrowers
- Exposure to structured lending transactions (knowledge of derivatives and commodity financing preferred but not a requirement)
- Ability to work under tight timelines and multi-task
- Flexible mindset with solution orientation (going beyond identification of risks)
- Active listener and strong teamwork/partnership approach (both with business partners and others within Credit)
- Ability to form a credit view and defend that view, while listening to views of others
- Self motivated individual willing to take initiative
- Knowledge of JPMorgan credit rating methodology preferred but not a requirement
- For the Associate role – Familiarity with basic term sheets and loan documentation
- Education – A Master’s Degree in Business Management / Administration or Finance or Economics or Accounting
24
Associate Resume Examples & Samples
- Should be able to work independently as an Individual Contributor
- Strong control mindset with an aptitude to identify & assess operational risk issues
- Keen eye for details and ability to identify control gaps. Good auditing and review skills
- Reasonably good Excel and Power-point skills
- Able to grasp/learn new concepts, policies and procedures quickly
- Should be a self starter and carry a proactive & positive approach
- Ability to understand the risk impacts of technology change projects
25
Associate Resume Examples & Samples
- Support MIS requests to create, alter, or improve reports as well as process Ad Hoc reporting data requests
- Publish and support relational data sets for report use
- Interface with internal customers for both support and requirement gathering
- Support, develop and maintain Cognos Reports
- Perform data integrity checks before handing over reporting for User Acceptance Testing
- Develop automation of data verifications incorporating checks for exceptions, inconsistencies, tolerance levels, business rules, and valid output
- Complies with all security policies and procedures, to ensure that the highest level of system and data confidentiality, integrity and availability is maintained
- 8-10 years experience working in a financial business report writer role including work with MS Access and Excel Spreadsheets
- Candidate must have very strong experience in SQL data mining and data manipulation
- Bachelor's degree Computer Science or related field or technical certification in SQL and report writing tools
- Candidate must have good communication skills and be a good team player
- Candidate must be able to work independently with little supervision in a fast-paced environment
- Experience with Cognos or other business intelligence tools is a plus
26
Associate Resume Examples & Samples
- Daily, weekly and monthly general ledger activities where by the service provider will be responsible for processing journal entries relating to income recognition, expense accruals and month-end book close process
- Support in preparation of the data relevant for Regulatory submission
- Bachelor’s degree in business, finance, accounting, MIS or an applicable discipline. MBA preferred
- 4-6 years experience in Finance, Technology/Operations, Management Reporting
- Excellent communication and partnering skills
- Ability to research issues/problemsand provide a 'solution-based' approach
- Knowledge of Essbase would be an added advantage
27
Associate Resume Examples & Samples
- Support management with evaluating and identifying new processes within operational production areas as well as designing and implementing new innovative ways to push, pull, publish, and report information
- Design and develop new and enhanced reporting, scorecards, and dashboards to drive improved results
- MBA (Finance)/ Chartered Accountant with 6-8 years of post qualification experience
- Ability to research issues/problems and provide a 'solution-based' approach
28
Associate Resume Examples & Samples
- Support the CIB Financial Control leads on the London Ledger migration to SAP, on behalf of FC; coordinating across all CIB LOBs
- Identify risks and issues
- Basic understanding of Merit and / or SAP ledger and associated functionality (nice to have)
- Comfortable liaising with various product aligned businesses and across other corporate financial and accounting groups
29
Associate Resume Examples & Samples
- Manage workforce approvals, headcount reporting against plan/outlook, variance analysis, tracking movements across functions including migrations in, growth and efficiency across India and Philippines
- Manage performance reporting & analysis which includes all related monthly and periodic expense reports, monthly forecast, annual budgeting, strategic and other ad-hoc reporting/analysis
- Review expense ledgers, analysis of variance to plan/outlook, posting necessary accruals to ensure proper trending
- Identifying, deliver and record expense efficiencies
- Investigate indirect allocations and expenses charged to the line of business (LOB) on a periodic basis
- Work with global finance teams for setting up cost centers for various processes and ongoing financial reference data maintenance
- Support business in Metrics management, business model review / approval and reporting
- Interact with local senior management, Regional and Global Finance teams (Global CFOs included), keeping them appraised and involved with key decisions and projects across finance and operations
- Comes with consultancy background with experience in automation (Excellent Excel skills; knowledge in Macros/MS Access), business process re-engineering, process improvement and project management
- Proficient with knowledge of technology including current management tools like QlikView, Cognos, Essbase, Hyperion, etc
- Strong ability to communicate with senior stakeholders and ability to interact with people at different levels and across countries
- Strong analytical skills, good judgment, proven track record of working well within teams and as individual contributor
- Ability to plan and prioritize various tasks in order to meet deadlines, strong attention to detail in supporting management with clear and concise data analysis and presentation
- CA, MBA from reputed institute with experience of 6-8 years
- Candidates having experience only in Accounts Payable / Receivable, Taxation, Regulatory & Statutory reporting, Audits etc. and without the professional degree can be excluded. Comes with consultancy background with experience in automation (Excellent Excel skills; knowledge in Macros/MS Access), business process re-engineering, process improvement and project management
- Candidates having experience only in Accounts Payable / Receivable, Taxation, Regulatory & Statutory reporting, Audits etc. and without the professional degree can be excluded
30
Associate Resume Examples & Samples
- 4-7 years experience in managerial finance/ planning/ reporting role
- Dynamic team player, able to adapt to a changing environment
- Good analytical skills and creative problem solving skills
- Excellent Excel, Access and Powerpoint skills
- Thoroughness and attention to detail and accuracy, strong work ethic
- Experience with expense and efficiency analytics
31
Associate Resume Examples & Samples
- Help to lead and execute the overall HR Operational Risk Strategy for the Region
- Provide risk management advice to all stakeholders
- Manage Business Process Reviews to identify the key controls in HR processes and performs checks to validate effectiveness of controls
- Manage Risk Control Self Assessment processes in the Region
- Lead and drive risk related projects and initiatives
- Work with HR teams to define and buildresiliency plans and crisis management plans
- Identify potential risk events or other control issues and provide advice on risk mitigation and implementation. For example, data privacy issues, compliance risks, information risk management and control weaknesses
- Partner closely with other teams such as Vendor Risk Management, Business Resiliency teams, Information Risk Management, Audit, Compliance and other control teams
- Relevant work experience in Operational Risk Management, Audit, or other control functions
- Excellent communication skills, both written and verbal
- Experience in managing staff
- Ability to take risk concepts and apply them in practice specifically to HR
- Proven track record of dealing with and managing expectations of multiple stakeholders
- Ability to identify operational risk issues and advise on risk mitigation eg Control Self Assessments, Risk Events, Data Privacy Breaches and Resiliency
- Analytical mindset with the ability to approach issues in a logical manner
- Ability to deal with multiple tasks and requests in a fast paced and evolving environment
- Ability to see the bigger picture while understanding the detail, ability to provide concise direction and analytics to senior management as well as fellow team members
- Willingness to contribute in a team environment
- Some knowledge of HR processes and functions will be an advantage but not essential
32
Associate Resume Examples & Samples
- Assist Hong Kong Middle Office team running the day-to-day activities of the Middle Office
- Work closely with the fund managers and dealers to provide daily support for their ongoing business requirements spanning a variety of areas such as project management, new business initiatives, derivatives and structure product management, front office support, defining operating procedures, technology & infrastructure changes, and initiatives raised by risk & compliance departments
- Take ownership of initiatives and coordinate between the front office (fund managers & dealers) and the various support areas such as operations, technology etc to ensure successful completion
- Consolidate facts and figures from various sources and provide concise summary updates, prepare and update various management reports on a periodic basis, handle ad-hoc management report requests from senior management and fund managers
- Working with colleagues from Oversight & Control, Risk and Compliance to ensure sound controls/ project plans are in place and that they are followed accordingly
- A track-record of at least 8 years working in the financial services industry, the successful candidate will have strong knowledge of the equity, fixed income, derivatives product and currency markets gained from experience in investment management or custody businesses
- University graduate and/ or CFA preferred
- Must be able to develop a deep understanding of the IM business from end to end, both internal and external practices
- Effective organization, prioritization and time management skills, able to work under pressure and meet tight deadlines
- Ability to breakdown complex initiatives into manageable tasks, prioritize and execute accordingly
- Exemplary communication skills both written and spoken, must be able to deliver key messages to senior colleagues in a confident, straight-forward manner
- Fluency in English plus good language skills (oral and written) in Cantonese and/or Mandarin
- Offer alternative perspectives to problems and recommend innovative solutions to opportunities
- Possess strong analytical skills, with great attention to detail and ability to make sound judgment
- Ability to build relationships, respecting inclusion and diversity, and interact effectively across multiple different locations
- Comfortable to perform routine tasks as required
33
Associate Resume Examples & Samples
- End to end ownership of the monthly financial and MIS close process as it relates to Brokerage products sold through GWM. This includes developing the current month revenue forecast, overseeing the timely reporting of all monthly financial information, monitoring activity and providing management with regular updates on monthly performance and results
- Report and explain variances from Outlook as actual results become available
- Continually evaluate and enhance the control framework
- Collaborates with multiple finance departments throughout the Firm to support and accurately capture the economics surrounding our various brokerage products
- Continually monitor and assess department deliverables to develop and implement more efficient procedures, while maintaining a high level of accuracy
- Consistently look to standardize best practices across LOBs through proactive communication and process re-engineering
- Assist in responding to inquiries from CFO teams as well as management regarding financial results and various ad hoc requests
- 3-5 years Accounting and Finance experience
- Excellent analytical skills and knowledge of finance and accounting concepts
- Extensive Excel and Access knowledge; working knowledge of Essbase a plus
- Detail-oriented, organized, and has ability to multi-task and shift priorities quickly
- Must be able to work in a team environment while maintaining control with limited supervision
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with a positive attitude and a focus on business issues
34
Associate Resume Examples & Samples
- More than 1,300 investment professionals providing nearly 400 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
- Leadership positions in America, U.K., Continental Europe, Asia, and Japan
- Provide support for regional head of O&C in terms of project mgmt, business responses and driving remediation activities related to regulatory exams, internal audit or operating errors
- Develop working knowledge of the Asset Mgmt business, with an emphasis on its control environment and regulatory agenda
- Be a change agent and influence the broader control environment and culture through on the ground training and coaching
- Evaluate data and trends to identify improvement opportunities and associated issues and risks
- Identify quantifiable metrics and benchmarks to track progress over time
- Develop and implement standards and methodology for control and risk
- Prepare and present regular executive updates summarizing results
- Close coordination with global & regional O&C colleagues and business partners
35
Associate Resume Examples & Samples
- Structured, fact-based decision making style
- Good systems technology skills
- Previous experience in a financial services compliance monitoring role, Middle or Back Office environment or Broker Support would be an advantage
36
Associate Resume Examples & Samples
- Review the design and effectiveness of business and control processes in adhering to regulations and the firm’s compliance policies for the Corporate and Investment Banking (CIB) businesses acrss Asia
- The individual would be expected to work closely and leverage the expertise of product and country Compliance colleagues in Asia and globally to achieve this objective. In addition to extensive interaction with the front office, the individual would be co-ordinating or engaging with Audit, Operations and other functions supporting the CIB businesses across Asia
- Develop and create test/audit/review programs, executing the programs within the global Compliance testing policy and deadlines, reviewing and overseeing the adequate remediation of issues identified from the reviews
- Co-ordinate and oversee Audit, Regulator and Client enquiries and reviews relating to Compliance testing
- Participate in Compliance departmental projects
37
Associate Resume Examples & Samples
- Coordination across LOBs and functions
- Maintenance and tracking of execution against a multi-year plan
- Support to LOBs looking to exit or consolidate sites
- 3-5+ years of experience in Financial Analysis, Consulting, Project Management, Location Planning, Corporate Services, Operations, Technology and / or Real Estate
- Prior experience in location strategy teams, large-scale programs or initiatives with other large companies would be useful
- Experience working with senior management in strategy development and value creation in a Corporate environment
- Excellent academic and performance evaluations track record
38
Associate Resume Examples & Samples
- Graduate, preferably in Commerce
- 4+ years working experience overall, ideally in Financial Services
- Good at data processing and calculations
- Efficiency and comfort of working in MS Excel
- Ability to work in a deadline driven environment
- Works well in teams
- Good written & spoken communication skills in English
- Has sensitivity and ability to maintain and manage confidential data in a secure manner, with alertness to notice and question exceptions
- Has a client servicing focus
- Has analytical ability, takes initiative and innovates
- Worked on MS Access
- Knowledge of XL formula
- Able to prepare macros
39
Associate Resume Examples & Samples
- Graduate/Post Graduate with a minimum 8 years of relevant recruitment experience of working in large, professionally managed firms, with exposure to a highly matrixed local and global reporting environment
- Strong understanding of the local hiring market for the relevant skill-sets
- Capable of building strong Client relationships & professionally manage client expectations
- Proven experience in managing an end to end recruitment process
- Ability to work under pressure, prioritize appropriately, meets deadlines and juggle simultaneous demands
- Committed in approach and flexible attitude towards working hours
40
Associate Resume Examples & Samples
- To distribute Fixed Income products to J.P. Morgan Private Bank Client Advisors (Bankers and Investment Advisors)and our Clients (private investors) via provision of professional advice and best execution
- Toprovide the best execution and dealing to meet Clients needs and achieve revenue target. This includes strengthening business relationship with major trading counterparties and positioning ourselves as a preferred trading partner
- To assist in growing business by idea generation, internal education, product pitching and product development
- Provide advice and research on Fixed Income products as requested by sales force or Clients
- Mandatory to have at least 3 years experience in Fixed Income Sales with an Investment Bank or as Fixed Income product specialist in a major Private Bank
- An university degree is required
- Proactive, initiative, self confident with high energy level
- Work as part of the wider Solutions team with good interpersonal and communication skills
- Fluency in English & Cantonese. Mandarin would be a plus
- Technical skills including Excel and Powerpoint, etc
41
Associate Resume Examples & Samples
- Working on global agenda for regulatory change management in Asia pertaining to the OTC Derivatives space as mandated by HKMA and MAS and impact that Dodd Frank, European Markets Infrastructure Regulation (EMIR), Retail Distribution Review, Markets in Financial Instruments Directive (MIFID II) have on PB Asia’s business
- Designing and implementing solutions for the Private Bank in Asia
- Partnering with multiple work streams associated with various deliveries
- Working with Legal and Compliance partners to interpret and understand impacts of changing derivative regulatory landscape
- Working with business leaders to articulate how this changing regulatory landscape will impact Private bank business model
- Working with team head in making recommendations to senior management as to specific strategy to address impact of regulations
- Liaising and engaging partners in other parts of the firm (Investment Banking etc.) to leverage firm wide capabilities
42
Associate Resume Examples & Samples
- 6 years professional experience; including 1 years of project experience
- Strong data mining, problem solving, & analytical skills with ability to summarize findings
- Ability to manage multiple tasks. Ability to learn and respond on the fly
- Proactive, independent and self-managing
- Partnership oriented and Team player with ability to communicate with all staff levels within and outside of own area
- Organized & Detail Oriented
- Must be able to manage activities against a project plan and time line
- Proficiency with standard desktop applications including MS Excel, MS PowerPoint, MS Project and MS Access
- Familiarity with SAP and/or Oracle ERP systems and JPMC financial processes a plus
43
Associate Resume Examples & Samples
- MBA or a post graduate in business or finance with 3-5 years of experience with 1-2 years of relevant experience
- Excellent business writing, organizational and project management skills are essential
- Knowledge of financial services and securities industry required
- Proposal or technical writing experience preferred
- Proficiency with MS Word, Excel, PowerPoint required
- Experience using appropriate RFP content software preferred
- Excellent written and oral communication skills - ability to understand relevance of information, ability to synthesize and summarize information
- Proven ability to deliver results in a timely manner
- Proactive, positive approach. Ability to grasp/ learn concepts quickly
- Strong partnership skills
44
Associate Resume Examples & Samples
- Completion of an undergraduate degree and 3-5 years relevant experience
- Excellent reviews and referrals from your current manager and peers
- International background or experience, including the ability to speak one or more foreign languages, a plus
45
Associate Resume Examples & Samples
- Extensive experience in Private Banking, Asset Management or Investment Banking industry with a proven track record of managing and delivering change within a large, highly complex, cross-functional environment
- Significant project and change management experience with a proven track record of delivering complex product and/or new business initiatives across a range of functions and regions. This should include the product offering, operating model, technology and business support infrastructure
- Credibility and proven ability to engage with regional business heads to discuss implications of new regulatory requirements from a business perspective
- A broad understanding of securities, instruments, structured products, portfolio management techniques, investment processes, and investment management products
- Minimum of a Bachelor's degree
- Strong recommendations available upon request
- Have an entrepreneurial mindset with the ability to think on their feet and be able to apply critical thinking (strategic, conceptual, and analytic) and logical/structured framework to situations such as business case development and issue resolution
- Excellence in project management disciplines and an ability to instill structure, process, accountability, delivery and client-focus
- Excellent strategic influencing and interpersonal skills, comfort in working with people at all levels across all functions
- Ability to develop effective partnerships with key business partners, including the various Product and Asset Class owners, Business Management teams, Finance, Legal, Compliance, Tax, Risk and various operations groups globally
- Be a team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
46
Associate Resume Examples & Samples
- Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients
- Minimum of 3 years experience in a Banking support role or comparable experience
- Ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance / credit background
- Collaborate with credit underwriting team on analysis, structuring and documentation of credit requests and must have strong credit , analytical, and modeling skills
- Knowledge of Investment Banking products and preferably execution experience. Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, interest rate and currency hedging, high grade and high yield bonds, and asset backed securities
- Highly organized, detail-oriented and proactive
- Superior Excel and Power Point skills
- Series 79 and 63 licensed (or must obtain)
47
Associate Resume Examples & Samples
- Ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance background
- Collaborate with credit underwriting team on analysis, structuring and documentation of credit requests and must have strong credit, analytical, and modeling skills
- Partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams
48
Associate Resume Examples & Samples
- Perform testing of Java and SQL based modules for the LRI CS BPF solutions managing orchestration of the business processes in LRI
- Test and repair business process dependency graphs using SQL based procedures
- Develop monitoring and automation scripts using UNIX scripting languages and SQL
- Working closely with the Central Testing Team conduct testing of the BPF solutions, resolve run time problems, and ensure successful execution of the business processes in the testing environments
- Help Operate team in solving run time production problems and ensuring timely completion of the daily batch processing
- Develop Java modules and SQL stored procedures managing orchestration of the LRI Business Processes
- 8 years of experience in operate support of large scale data processing applications
- Strong Java developer with experience in both Back End and Front End development. Oracle SQL and PL/SQL is required. Messaging and JMS is required. Knowledge of the business process management technologies is a plus. Context management experience is a plus for that position
- Knowledge of UNIX scripting like shell and Perl
- Ability to articulate complex data problems and solutions required
49
Associate Resume Examples & Samples
- 8+ years of software development experience of mission critical systems in large organizations, preferably in financial services
- Strong knowledge of Oracle SQL and ability to develop stored procedures in PL/SQL
- 5+ years of development of Rich Clients using Java based technologies
- Strong knowledge of FLEX development principles and methodologies
- Strong knowledge of Spring framework
50
Associate Resume Examples & Samples
- Verify, and input information/data into computer files, databases or systems, or in record retention systems
- Image (Scan) and Index (Data entry) documents according to various criteria i.e. Doc Type, Account Number, Firm and Workflow Path
- Assist Operations personnel with document related questions
- High school diploma or equivalent plus one year of job-related experience or business/technical college
- Type 40 w.p.m. and 10-key number pad by touch (or effective use of top row.)
- Satisfaction StudySM, the company announced today. (as of May 9, 2013)
51
Associate Resume Examples & Samples
- Ensure compliance to terms and conditions of loan and other agreements, complete annual/biennial reviews of facilities, facility renewals, quarterly monitoring and Borrowing base reporting for all borrowers
- Use bank policies/guidelines and judgement to manage daily excesses, over-limit payments and, in general, ongoing credit relationship within RBC
- On occasion assist with structuring, documenting and executing new and renewal syndicated and bilateral loan transactions
- Take a view on the credit and borrower risks and refer potential high-risk situations to Triage and elsewhere (e.g. GRM) in more urgent situations
- Work closely and maintain positive relationships with other areas of Global Credit, including Corporate Banking and Portfolio Management, and with other areas of the bank, notably Group Risk Management, Global Treasury, Global Services and the Global Banking Business Services Centre back-office support group
- Assist VP CTM London and Managing Director Global Credit London, when called upon, in other projects within Global Credit UK including but not restricted to assisting the Manager Trade Administration and Manager Loans Agency
- Prior relevant experience in a relevant credit department
52
Associate Resume Examples & Samples
- To assist in the marketing and execution of M&A, equity and financing transactions in specific sectors
- To work in close co-operation with other local and global teams in coverage of the sector
- To assist in the development of relationships with, and generate revenue from, corporates and private equity clients
- Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functionspromptly. Failure to do so may subject you to disciplinary action, up to and including termination
- FCA registered / Approved person
- Previous investment banking or corporate M&A experience?
- Sound judgement, paricularly in valuation matters, with strong research and analytical skills
- Excellent modelling skills with experience in merger and LBO analysis
- Advanced computer skills: Excel, Word, PowerPoint, CapIQ
- Ability to adapt and grasp new sectors quickly, including understanding broad sector drivers, key players, the industry sub-segments and associated market dynamics
53
Associate Resume Examples & Samples
- Perform on going detailed analysis and review of direct costs including but not limited to: Market data, Real Estate and FTE
- Perform on going detailed analysis and review of indirect costs allocated to the I&TS business lines and communicate the analysis with management
- Ensure costs allocated to I&TS from PARs initiated outside the platform are fair and aligned with original PAR methodology/estimates
- Prepare materials for inclusion in I&TS business plans, forecasts and strategy documents working closely the I&TS business managers and key functional groups
- Actively participate in ongoing I&TS business management activities and projects related to Compliance, Legal, Finance, HR, IT etc
- MBA or Business degree or equivalent working experience in accounting and financial analysis
- Proven ability to balance a diverse set of priorities and excel in a fast-paced, deadline oriented environment
- Self-motivated with a strong sense of initiative
- Maturity and confidence to query cost allocations with senior management
- Strong financial and analytical skills
- A collaborative and solution-oriented mindset
- Strong written, verbal communication skills
- Solid working knowledge of Excel, Access Database, Power Point
54
Associate Resume Examples & Samples
- Gather and analyse public information through numerous sources
- Develop, review and present financial analyses and models
- Assist in the execution of transactions for clients including day to day process organisation, coordination with clients, third parties and other advisers, preparation of relevant documentation and management of due diligence
- Assisting in preparation of marketing materials and participate in presentations to clients
- Mentor and manage day to day work product of Analysts
- Maintain updated sector materials such as multiples and transaction database
- General sector research
- NOTE: Scope of industrials team includes = Aerospace & Defence, Capital Goods, Building Materials, Automotive
- Prior experience in a Corporate Finance / M&A advisory / Leverage Finance role at an Investment Bank
- An understanding of the sector, the key players, strategic dynamics as well as current issues facing the sector
55
Associate Resume Examples & Samples
- Identifying and evaluating new areas of opportunity for our clients and for the Firm
- Helping market and plan engagements; and
- Advanced accounting, finance, financial modeling and analytical abilities
- Independent thinker and resourceful problem solver that is driven to succeed
- High level of motivation with a very strong work ethic
- An undergraduate degree with academic distinction
- An MBA (2014 graduates should have pre-MBA investment banking experience)
- Demonstrated ability to work well independently as well as cooperatively with all levels of staff
56
Associate Resume Examples & Samples
- At least one year of investment banking experience
- · Advanced accounting, finance, financial modeling and analytical abilities
- · Be an independent thinker and resourceful problem solver driven to succeed
- Have a very strong work ethic, organizational skills and ability to multitask
- ·An undergraduate degree with academic distinction
- · Prior investment banking experience; no Class of 2014 graduates, please
- · A demonstrated ability to work cooperatively with all levels of staff
57
Associate Resume Examples & Samples
- Preparing, analyzing and explaining historical and projected financial information
- Coordinating and performing business due diligence and executing M&A transactions
- Preparing confidential information memoranda, management presentations, marketing pitches, and other presentations
- Valuing companies and businesses
- Helping to market and plan engagements; and
- Building relationships and maintaining direct contact with clients, prospective clients and professional advisors
58
Associate Resume Examples & Samples
- An MBA with significant course work in accounting and finance is preferred
- At least one year of investment banking experience is also preferred
- No Class of 2014 or 2015 graduates, please
59
Associate Resume Examples & Samples
- Be an independent thinker and resourceful problem solver driven to succeed
- Prior investment banking experience; no Class of 2014 graduates, please
- A demonstrated ability to work cooperatively with all levels of staff
60
Associate Resume Examples & Samples
- Prepare, analyze, and explain historical and projected financial information
- Coordinate and perform business due diligence and execute M&A transactions
- Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
- Value companies and businesses
- Assist in the marketing and planning of engagements
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors; and
- Supervise junior staff members in financial analyses
61
Associate Resume Examples & Samples
- Prepare, analyze and help explain historical and projected financial information
- Coordinate and perform business due diligence
- Prepare confidential information memoranda, management presentations, marketing pitches and other presentations
- Lead the planning and execution of marketing engagements; and
- Build relationships and maintain direct contact with clients and prospective clients and professional advisors
- Advanced knowledge of accounting and finance
- An undergraduate degree with academic distinction (an MBA is also preferred)
- Demonstrated ability to work cooperatively with all levels of staff
62
Associate Resume Examples & Samples
- Transaction Opinions & Valuation Advisory: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions
- Tax & Financial Reporting Valuation: Purchase Price Allocation, Goodwill Impairment, Equity-Based Compensation, Fresh-Start Accounting, Tangible Asset Valuation, Due Diligence Services
- Portfolio Valuation: Fair Value Reporting, Derivatives Valuation & Risk Management, Investment Advisory Services
- Financial Consulting: Litigation Support & Financial Expert Opinions
- Assisting in the preparation of fee proposals to clients including scoping discussions, pitch materials and internal engagement pricing committee memoranda
- Participating in deal team brainstorming discussions, preparing information request lists, designing and drafting client deliverables
- Reviewing client investment memoranda, board of directors presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
- Directing the efforts of analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
- Attending in-person and telephonic due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by HL
- Reviewing and compiling published financial information such as public company filings, press releases, reports from published research analysts and Bloomberg data across a wide range of industries and sectors
- Identifying relevant comparable public companies, M&A transactions and debt securities, based upon information services such as CapitalIQ and Bloomberg
- Researching and providing information on (a) general economic conditions, (b) industry specific conditions and trends, (c) acquisitions and divestitures within specific industries and (d) various investment attributes of publicly traded and privately-held securities
- Compiling statistical summaries of companies’ financial information, developing and computing financial ratios and presenting the analyses in an organized manner and/or using our standard formats and presentations
- Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
- Constructing and reviewing valuation and other financial analyses including the guideline public companies, guideline precedent transactions and discounted cash flow analyses, using HL proprietary models
- Performing financial-statement and other quantitative and qualitative assessments
- Performing other ad-hoc research, analytics and support for the engagement team as required
- Coordinating with internal administrative support teams to prepare engagement invoices, working paper files and other compliance / end of engagement close out procedures
- Participating in discussions with in-house and outside legal counsel as required; and
- Assisting with marketing initiatives for prospective and existing clients
63
Associate Resume Examples & Samples
- Building relationships and maintaining direct contact with clients, prospective clients, and professional advisors
- Previous investment banking experience is also preferred
- Candidates must be fluent in German and English (spoken and written)
64
Associate Resume Examples & Samples
- Performing analysis on transactions to identify unusual activity, conduct research/ investigation to form recommendations on degree of suspicion on a timely basis. While training will be provided, the successful candidate will be expected to think 'out of the box' and be intuitive on where information can be found
- Presenting recommendations to senior members of compliance for discussion. Articulating arguments to substantiate recommendations and presenting these arguments well in writing
- Querying and discussing issues uncovered with the PB business. Educating them on observed risks and convincing the business on the recommended course of action
- To work with compliance officers in other regions and the PB compliance officer in arriving at suitable solutions for cases or issues. Be able to comment intelligently on issues and cases of other regions
- Strong Communication Skills. The successful candidate will be required to participate in, speak at and present to a committee comprising of peers/ senior compliance officers from other regions. She/he will also be required to communicate the requirements relevant issue to our businesses
- Knowledgeable in Microsoft applications - Excel, Word and PowerPoint
65
Associate Resume Examples & Samples
- Participate in buyside and sellside transaction advisory engagements
- Appropriately delegate and supervise tasks performed by Financial Analysts
- Must have the ability to handle multiple assignments simultaneously
- Interface directly with senior executives of clients and target companies
- Analyze target company financial information and other data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
- Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
- Financial modeling
- Assist in audit work paper review
- Review and assess internal controls
- Review purchase price adjustments (working capital, earn outs, etc.)
- Review customer and supplier contracts
- The ideal candidate should have a demonstrated ability to work cooperatively with team members and an exceptional work ethic
- Four to six years of experience with a Big Four public accounting firm
- Transaction advisory experience is required
- CPA is required
- Strong current knowledge of United States Generally Accepted Accounting Principles
- Basic knowledge of Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards, mergers and acquisitions
- Strong analytical abilities and a fundamental understanding of financial valuation theory, methodologies, and applications are preferred
- Strong command of Microsoft Excel and PowerPoint
66
Associate Resume Examples & Samples
- Project planning, control and reporting
- Governance / stakeholder management
- Financial management and the building of business cases
- Issue and risk management
- Documenting of business processes and requirements
- Liaising with Cash Management and Technology throughout all stages of the Project Lifecycle
- Preparing test strategies, test scripts and responsibility for test execution
- Planning, testing and control of deployments and the following verification process
- Producing user manuals and reference materials
- Delivering training to affected users and providing production support of deployed processes
- Demonstrated problem solving and business analysis skills
- Ability to interact effectively with all levels of the organization
- Advanced MS Office skills (including Excel, PowerPoint)
- Program management experience including advanced MS Project skills
- People and team management
- Cash Management experience (Liquidity management, Payment Governance)
- Detailed understanding of Investment Banks and Operations
67
Associate Resume Examples & Samples
- Internal and external clients have different needs, the ability to communicate in a clear and concise way is vital. In addition, it is necessary to adapt to client specific needs in a positive way. Maintaining a good relationship with the various departments globally
- Experience of working in a client service role is preferable, along with a sound understanding of financial markets and products. A proven record of accomplishment of learning new products and understanding business concepts is required
- The team operates in a high-risk environment, where the potential for error/ loss to the Firm and clients is high. Due to the nature of the products traded, and the value of the trades, attention to detail is of the utmost importance. Processing trades correctly, first time, is the aim of the group, but when an error does occur it is vital that we investigate, resolve and escalate immediately
- The role requires extensive interaction with clients both internally and externally - the ability to maintain and build excellent client relationships is a priority. The role requires the individual to be articulate with excellent communication skills at all levels
- Due to the pressurized environment and the need to deal with issues on an ongoing basis it is necessary to maintain composure while remaining assertive when dealing with complex problems
- Broad understanding of different investment products and instruments
- Organizational skills
- Excellent attention to detail, problem solving skills and excellent judgment
- Takes ownership of issues is methodical and ensures resolution
68
Associate Resume Examples & Samples
- Oversight of Vendor Performance via use of KPI or KRIs
- Review of Independent Audits or other similar reviews like RCSA
- Set up and maintenance of an invoice log that will be used to
69
Associate Resume Examples & Samples
- Institutional Sales and Trading Group
- Wealth Management
- Investment Management
- Anti Money Laundering
- Ensuring that AML surveillance models migrated from global teams are effectively reviewed while delivering a high quality work product
- Maintaining documentation and process manuals while incorporating regulatory and constant process changes
- Upto 4 years of AML Compliance or Corporate Intelligence, due diligence, and/or Compliance and Legal experience in the financial or professional services industries preferred
- Bachelor’s degree from an accredited college/university in Business Administration, Finance, Accounting, Economics,
- Effective at communicating with various levels of leadership
70
Associate Resume Examples & Samples
- Perform audit work in accordance with department and professional standards, and complete assignments in an efficient manner
- Attention to detail to ensure accuracy and completeness of audit coverage
- Participate in audit testing, control evaluation, issue identification, documentation, and determining effectiveness of risk mitigation plans
- Build and manage relationships with key technology stakeholders
- Communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls
- Work closely with business and technology audit colleagues in the location and overseas to ensure that key risks are identified and assessed in the program of audit coverage
- Up to 15% travel required primarily within the region
- Bachelor's degree in Technology, Accounting, Finance or related discipline with at least 5 years of internal or external auditing experience
- Certified Information Systems Auditor (CISA) and/or Certified Information Systems Security Professional (CISSP) designation considered an advantage
- Strong understanding of technology processes (e.g. change management, security operations, technology operations, business resiliency, etc), application and infrastructure controls
- Good knowledge of system development life cycle concepts with an ability to quickly learn a complex, distributed computing environment
- Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
- Ability to manage multiple tasks concurrently in an efficient and effective manner with minimal supervision
- Ability to quickly build strong partnerships amongst technology and business Audit teams and internal stakeholders
- Team player who works well individually and in teams, shares information and collaborates with colleagues during execution of the audit plan
- Proactive, enthusiastic, self-motivated, strong interest in learning, effective under pressure and willing to take personal responsibility / accountability
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Associate Resume Examples & Samples
- Reconciliation of Trader?s Risk products and positions to Firm books and records and investigation and resolution of breaks
- Monitoring of specific system error queues, which require investigation and resolution to ensure the trade flows downstream
- Reconciliation of internal positions versus custodian
- Reconciliation of internal interest rate swaps
- Processing upcoming swaps maturities
- Investigation and resolution of realised cash flow breaks
- Investigation and resolution of failing trades
- Production and distribution of swap reporting highlighting specific exceptions that require specific actions to resolve
- Minimum of 3-5 years Banking Operations or equivalent relevant industry experience with exposure to financial products
- Proven track record of Process and People Management
- Previous Management experience of trade support roles with exposure to trade life cycles, process flows and reconciliation with proven track record in managing and developing control functions
- Project Management or implementation of global strategic improvements
- Exposure and understanding of Equity Corporate Actions, ETFs, Equity Swaps and Vanilla Equity Derivative Products
- Experience of servicing and working for and with a global network of people
- Specification is a profile of the personal skills, qualifications, abilities and experiences you will be looking for in the candidate
- Demonstrates awareness of Control and Risk requirements through proven track record
- Demonstrates willingness to take ownership for role responsibilities
- Highly committed and self motivated
- High regard for attention to detail and accuracy
- Proactive in identifying process improvements
- Demonstrates strong interpersonal and communication skill
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Associate Resume Examples & Samples
- Create monitoring reports by aggregating the global positions in Asia Pacific (ex-Japan) securities in accordance with jurisdictional reporting requirements
- Prepare regulatory filings (along with transaction & position reconciliations, when applicable)
- Disseminate early alarm reporting to relevant parties
- Support impact analysis on the firm's shareholdings before finalizing and submission of regulatory reports
- Perform rule-based data collation & analytics to support timely response to inquiries
- Prepare tailored-made holdings reports for business groups on an ad-hoc basis
- Support audit and regulatory requests for information
- Prepare MIS reports for management on a regular basis
- Reviewing, implementing & updating control procedures for new products, regulations or requirements
- Run projects to enhance the efficiency of the daily monitoring & report/filing creation processes
- Assist with the implementation of new/revised processes and systems
- General understanding of the financial markets, and specific equities and derivatives knowledge an advantage
- Adept at prioritizing, multi-tasking and meeting deadlines in high-pressure environment
- Proactive/self-starter with the ability to deliver value-added support to business partners in a dependable, timely and accurate manner
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Associate Resume Examples & Samples
- BS in Accounting, Finance or related discipline
- Minimum of 5 - 7 years of experience as a finance/accounting professional
- Five years of mortgage experience highly desired
- P&L forecasting and results reporting for a Mortgage organization a necessity
- Experience in providing financial support for a consumer lending business a plus
- Experience with SAP and or Essbase desired
- Need self-starter with strong PC (excel/access) and analytical skills
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Associate Resume Examples & Samples
- Primarily responsibility for Sourcing and Vendor Management for Professional Services across the India region
- Building relationships with internal clients in order to assess business requirements with the intent to find solutions to meet their needs and saving opportunities
- Assist in development of a 1 and 3 year category plan to lower costs, improve performance and reduce risk within the assigned categories
- Competitive bid processes including RFP’s, RFI’s, RFQ’s and RFX
- Providing support for Sourcing activities such as renewals, benchmarking, vendor due diligence and risk, and maintaining vendor/clients relationships
- Business and legal negotiations ensuring, local country regulatory and tax requirements are captured in any Agreement, Task Order etc
- Prepare supporting documentation for deals and contracts and ensuring that they’re readily available
- Act as the liaison between the business line and legal group
- Represent India for assigned categories in any global initiatives that may impact the region and ensure that any APAC requirements/considerations are incorporated into the global initiatives
- Knowledge of competitive opportunities within the all assigned categories and identify operational and cost savings
- Process management and engineering for continuous improvement for assigned categories
- Communication skills: Excellent verbal, written, presentation and interpersonal skills in English, with Cantonese and Mandarin an advantage
- Negotiation skills: Strong negotiate with vendors both financial and legal terms relating to a contract
- General understanding of regulatory and tax requirements within the APAC region
- Financial analysis; ability to analyze cost/financial information including use of excel pivot tables
- IT skills; knowledge of IT to be able to talk to IT professionals and vendors regarding products and services
- Ability to liaise with Compliance, Legal, Finance and Tax on structuring of deals particularly in Asia
- Clients: Proven track record of exceptional client service, which would benefit this role and reporting
- Advanced PC Skills: Excel, PowerPoint and Word
- Able to handle pressure and multi-tasking, proactive with great negotiationskills and attention to detail
- Education: A degree in Engineering, IT or Business Studies and / or Professional Sourcing qualifications
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Associate Resume Examples & Samples
- Knowledge of Line of business systems, middle office operations or other products/business would be advantageous. (E.g. IB, Cash Management, Liquidity Banking product etc.)
- Strong, proven ability in project delivery
- High level of expertise in the fullrange of finance functions with some business product knowledge
- Ideally has prior knowledge of Finance applications
- Proven relationship management & networking ability across the organisation
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Associate Resume Examples & Samples
- 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
- Aids in assessing the risk presented by relationships (credit and membership) with Central Counterparties by evaluating the adequacy of their risk management methodologies
- Covers exposure analysis on traditional credit products (repos, loans etc.) and the helps with the optimization of collateral arrangements
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Associate Resume Examples & Samples
- Manage and help facilitate the Communication Review Center (CRC) process for marketing materials
- Support Client Segment Marketing VPs
- Support in the execution of a cohesive marketing strategy across multiple marketing channels
- Assist in creating and updating marketing collateral material
- Ability to analyze and synthesize data, create value added management reporting
- Assist in the development of marketing content
- Requires excellent writing skills in order to write or edit select newsletters, articles, promotional materials and other forms of communication
- B.A or B.S. degree. A concentration in Marketing or English is a plus
- A minimum of 3 to 5 years of marketing experience; a plus if some experience in finance, specifically wealth management
- Detailed oriented with strong organizational, analytical and written communication skills
- Proficiency with Word, Excel, PowerPoint required
- Demonstrate positive attitude and comfortable working in a high pressure environment
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Associate Resume Examples & Samples
- Manage and help facilitate the Communication Review Center (CRC) process for PWM & IWM Teams
- Support PWM & IWM Marketing VP
- Assist in creating and updating marketing collateral material for PWM & IWM
- Strong Powerpoint/Excel Understanding, proficiency with Word
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Associate Resume Examples & Samples
- Preparation of Card segment and legal entity financial statements and related variance analysis, including reconciliation to corporate systems
- Assist Manager with performance and execution of all aspects financial accounting and control functions. Coordinate with Card Finance to ensure results are accurately recorded and reported. Evaluate existing practices on an ongoing basis for adherence to GAAP and internal financial controls
- Maintenance and development of Access databases and complex Excel spreadsheets used for financial statement preparation, analysis and controls
- Preparation and presentation of monthly and quarterly management reporting packages
- Support overall Card Services accounting and reporting
- Bachelor’s degree in accounting is required
- 4-6+ years of professional accounting experience preferred
- CPA, CMA and/or other certifications preferred
- Strong knowledge of accounting principles and procedures, including foreign currency accounting
- Experience with automated financial systems such as SAP is preferred
- Knowledge of computer software systems including word processing and spreadsheets
- Must have strong organization and communication skills (written and verbal)
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Associate Resume Examples & Samples
- Work with test manager to develop test strategy, document test plans, test scripts and test data, ensuring adequate testing of business requirements and operating model
- Review and respond to documentation created by other LOBs
- Actively pursue the resolution of business issues identified during testing
- Coordinate approval across the impacted CIB stakeholders
- Proven project management skills e.g. Project Life cycle (PLC), project governance, project control (PCC), best practices
- Knowledge of business processes and finance operating model within the region
- Attention to detail, results oriented and delivery focused
- Accounting skills/experience a plus
- Desktop tools (excel, MS Project)
- Ability to articulate complex issues concisely and communicate effectively and comfortably with senior managers
- Influencing, negotiation & conflict management skills
- Initiative, proactive approach, ownership, responsibility
- Reasoned judgment, balanced decision taker
- 4-7 years of related work experience after Post Graduation (from a recognized institution/Full time course)
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Associate Resume Examples & Samples
- To support the analyst with coverage of the existing companies in various sub sectors such as transportation sector
- Thematic work alongside supporting daily coverage, including preparing and helping write thematic sector notes
- Help to prepare research presentations and research notes for internal and external consumption as well as model building and maintaining a number of industry databases
- Updating and building detailed excel models
- Maintenance and development of databases covering financial metrics, earnings and operating metrics in these areas
- Performing regular tasks promptly and without supervision and providing regular reports to the analyst, including analysis of regularly released industry statistics and sector news
- Publishing thematic research reports with extensive analysis of key emerging issues
- Helping prepare in-depth company reports on existing coverage
- Performing ad hoc client requests, often to deadlines
- Support the senior analyst in developing new products
- Preparation of maintenance research products such as preview notes and results notes
- Initiation of coverage on new stocks
- MBA from premier academic institution, CA (preferably from Big Four Accounting Firms,) and/or CFA certification is strongly recommended
- 1-2 years of relevant work experience in consumer sector or top consulting firm preferred
- A pragmatic self-starter who is prepared to learn about this sector
- Work both independently and a team player
- Mandarin speaking preferred
- Ability to collect and analyze sector data based on secondary information; should be familiar with specific sources of industry data for the consumer sector
- Strong valuation modeling skills (DCF and Relative Valuation); good understanding of key financial metrics relevant to the consumer industries; strong financial statement analysis skills
- Strong report writing skills (good at structuring the report and articulating the key findings); ability to synthesize ideas in clear, logical, and precise written English and Mandarin
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Associate Resume Examples & Samples
- Lead the modeling for the economic analysis
- Create LM presentation materials
- Work closely with DCM to focus on identifying and meeting client needs in the most effective way
- Show determination, effort and enthusiasm to deliver results - take initiative, originate action and keep work flow moving
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Associate Resume Examples & Samples
- Assist the Head of Diversity Asia Pacific in implementing and reporting on diversity programs across the region
- Creation and review of quarterly diversity scorecards by location and LOB/function and updating of action plans
- Create and track the regional Diversity budget and pre-approve any BRG expense in the region
- Coordinate information sharing on best practices across the region. Review external studies and benchmark JPMorgan against them
- Conducting and reporting on BRG Compliance audits. Work with BRGs to reduce areas of non-compliance
- Help establish new BRGs including review of budgets, by-laws and leadership team composition
- Support of the Asia Diversity Forum, the HK Diversity Council and, potentially, the Asia Inclusive Leadership Council. Update the diversity forum distribution list. Document the agenda, minutes and chase down follow-ups
- Collaborate closely with the global diversity team EMEA analyst and the rest of the global diversity team
- Maintenance of the Asia Diversity Forum sharepoint site
- Creating the Regional Diversity calendar, contributing to the Diversity Matters and Get Networking monthly newsletters
- Represent J.P.Morgan at external D&I events
- Complete external and internal diversity surveys as required. Interrogate the data from some surveys
- Support the Asia Diversity Mailbox and the BRG sign up portal
- Assist in organizing diversity related events from time to time
- Extremely strong data manipulation and data warehouse interrogation skills
- Good communication skills, both written and verbal
- Ability to interact and deal with all levels of personnel
- Ability to see the bigger picture while understanding the detail, ability to provide concise direction and analytics to senior management
- Experience creating and maintaining sharepoint sites
- Events management experience would be an advantage
- Experienced user of Microsoft applications - Advanced Excel (including pivot tables), Advanced PowerPoint and Sharepoint
- Manager is open for conversation about a flexible work arrangement
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Associate Resume Examples & Samples
- Contribute to the risk review and approval of New Business initiatives including products, processes, markets or instruments. Perform risk analysis and coordinate with key business, legal and compliance representatives to ensure that all associated products and services are appropriately designed and controlled
- Design and implement systems of internal control and compliance by working closely with both the businesses and the risk management function at regional and global level, including but not limited to
- Perform investment risk review, including Value-at-Risk (VaR) analysis, liquidity risk analysis and compare with the risk profile of the fund
- Analyze VaR and PnL for risk/return analysis, provide risk commentary for key VaR drivers and VaR movement at asset, strategy and fund levels and communicate to front office teams any potential risk coming from VaR number for risk management purposes
- Perform stress testing and scenario analysis on portfolios
- Develop and enhance risk methodologies to detect and anlalyze concentration and systemic risk of portfolios
- Monitor and understand key market movements
- Conduct ad hoc investigations and analysis into risk or market issues
- Participate and contribute to regional and firm-wide initiatives which includes global projects on re-engineering risk management & back office system, improvement on reporting analytics on market, credit & country related
- Review current processes, identify opportunities for improving efficiency & controls and delivering tactical/strategic solutions
- At least 5 years relevant work experience, including hands-on risk management experience in a front or middle office environment in financial institutions
- Sound knowledge in the financial market and investment risk management
- Experience in operating risk analytics tools or systems
- Detail oriented, ability to deep dive on processes and improve controls/efficiencies
- Very proficient and experienced in Microsoft Excel, using advanced formulas, vlookup, etc.; Pivot tables; data management and linking to external databases, etc
- Self starting individual and a team player with business yet being able to maintain independence on risk management
- Working knowledge of the business' data flows, products and operations for asset management business is an advantage
- Ability to deal with high level of ad hoc requests and deliver under pressure
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Associate Resume Examples & Samples
- Perform testing to ensure the AML Alert Operations is conducting high quality alert analysis in an accurate and complete manner against internal standards and local regulatory guidelines
- Identify trends and quality testing observations and effectively report summary results to management
- Function as a key contributor with demonstrated knowledge of Anti Money Laundering/Fraud Investigative and SAR experience, as well as broader functional knowledge
- Participate in internal as well and external audits
- Participate in the development of goals and execution of strategies within the function or department
- More than 3 years experience in the Financial Services industry reviewing banking transactions
- Understanding of BSA, and AML regulations is preferred
- Having any AML certification would be an advantage
- Familiarity with the firm's internal systems and processes
- Strong analytical skills, including the ability to review complex transactions and identify AML risk “red flags
- Excellent written and verbal communication skills, with a proven ability to explain QT review findings to both senior managers and analysts
- Being able to think critically by viewing the bigger picture and present improvement opportunities
- Proven record of time management
- Proficient in the Microsoft suite of products
- Strong interpersonal skills & team player
- Adept to a rapidly changing environment and adept at multi-tasking
- Results and deadline driven
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Associate Resume Examples & Samples
- Support the business activities of the Global Banking coverage model wherever ‘event-driven’ transactions are being originated and/or executed
- Assist in the preparation of pitching materials to assist senior bankers to win mandates. Assist senior originator with the marketing efforts to clients and to ensure that pro-active client relationships are maintained
- Develop and prepare qualitative and quantitative analysis
- Manage and lead analyst involvement on work projects
- Participate in the training of analysts
- Promote the activities of Global Banking both within and outside the Group
- Act as a resource for the wider Strategic Transaction Group as directed by the Head of STG/Global Sector Teams
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
- A generalist Investment Banking/Corporate Finance background – minimum of three years of experience
- Strong quantitative and qualitative analytical skills
- Experience of financial modelling, valuation, and execution
- A strong understanding of the financial markets
- Bachelors Degree in Finance, Economics, Math, Engineering, or other quantitative field of study
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Associate Resume Examples & Samples
- Assist in the preparation of client PowerPoint presentations and marketing material
- Update league table spreadsheets and transaction databases
- Prepare US dollar, euro and sterling bond pricing spreadsheets
- Monitor Agency and Treasury market activity on a regular basis
- Write a weekly economic and treasury market update
- Draft bond and swap term sheets for both global and MTN transactions
- Assist in the management of order books during live global transactions
- Work with Debt Finance centers globally regarding transactions in various currencies and local markets around the world
- Assist in the preparation and writing of transaction reviews
- Track profit and loss for group
- Create and maintain transaction documentation
- Complete other related duties as assigned. Support the Company’s Diversity programs
- Bachelors Degree in Finance or related area
- 2-3 years experience in related area
- Hard worker with a strong desire to learn and succeed
- Strong skills in Excel, PowerPoint and Word
- Strong multi-tasking skills and attention to detail
- Ability to work in a high pressure environment with tight deadlines
- Willingness and preparation to work extended hours on a regular basis
- Database/MS Access skills preferred
- For the Emerging Markets team: 2-3 years of experience preferred, must be fluent in Spanish and/or Portuguese, and a licensed registered rep with Series 7 & 63
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Associate Resume Examples & Samples
- MBA degree preferred
- 3 years of corporate banking experience as an Analyst in a corporate lending environment
- This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
- Credit analysis experience/ understanding
- Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
- Excellent capability to independently and proactively service multiple clients. At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance
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