Investment Strategy Resume Samples

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T Carter

Triston

Carter

6243 Ray Locks

Houston

+1 (555) 491 1557

6243 Ray Locks

Houston

Phone

p +1 (555) 491 1557

Experience Experience

Dallas, TX

Investment & Strategy Manager

Dallas, TX

Thompson Group

Dallas, TX

Investment & Strategy Manager

Overall process responsibility and project management
Strong communication and problem solving competences
Functional leading of the respective project teams
Company evaluation (DCF) and responsibility for conducting Due Diligences
Creation of business plans (including potential synergies)
Keen attention to detail; efficient and highly organized
Communication and coordination with several internal business functions (strategy, legal, finance & tax, HR)

New York, NY

Head of International Investment Strategy

New York, NY

Murazik-Torphy

New York, NY

Head of International Investment Strategy

Asset allocation strategy – working with PMs and clients to set tailored asset allocations to meet portfolio objectives
Portfolio risk management – head of the London portfolio risk management committee with responsibility for monitoring risks within client portfolios
International investment strategy reports – writing, in coordination with the broader OAAA and research teams, investment content for clients
Possesses high analytical expertise tempered by a strong relationship building mentality
London investment leadership – oversight and management of investment activities in London, including manager research
Is always a team player
Global investment strategy – working with the Head of Investments and team to develop house policy and asset allocations for US clients, with a particular focus on international perspectives

present

San Francisco, CA

Australian Head of Wealth Investment Strategy

San Francisco, CA

Schmidt-Cremin

present

San Francisco, CA

Australian Head of Wealth Investment Strategy

present

Provide feedback systems between Research Analysts and Financial Advisers to improve flow of information LI-JG1
Build portfolios across asset classes which outperform market benchmarks, and
Lead, develop and market of Morgan Stanley Investment Strategy
Provide concise and timely commentary on the dynamics of the investment markets for the retail client base
Build the profile of Morgan Stanley Investment Strategy with Private Wealth clients
Build and market model portfolios across investment classes
Lead the generation of reports including industry analysis assessment, company financials and share volatilities

Education Education

Bachelor’s Degree in Finance

Oregon State University

Bachelor’s Degree in Finance

Skills Skills

Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
Review managers' expense reports, verify expense documentation and submit to accounting for payment
Maintain department equipment (fax machines, copiers, printers, etc.)
Liaison for ordering and re-orders of all office supplies
Coordinate group coverage, i.e., vacations, training and temporary assistance
Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
Assist with overflow, special projects and day-to-day tasks
Deliver various materials to clients/bankers
Coordinate group coverage, i.e., meetings, lunch hours, vacations, training and temporary assistance

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Investment Strategy Resume Examples & Samples

Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
Review managers' expense reports, verify expense documentation and submit to accounting for payment
Maintain department equipment (fax machines, copiers, printers, etc.)
Liaison for ordering and re-orders of all office supplies
Coordinate group coverage, i.e., vacations, training and temporary assistance
Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
Assist with overflow, special projects and day-to-day tasks
Deliver various materials to clients/bankers
Coordinate group coverage, i.e., meetings, lunch hours, vacations, training and temporary assistance
Receive all invoices from third parties and internal groups
Order and maintain department supplies and equipment
Minimum 3 years experience in a administrative role; Bachelor's Degree preferred
Excellent interpersonal skills, both written and oral
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Absolute discretion when dealing with confidential matters
Responsive and reliable
Ability to work both independently and as a team player
Exceptional follow-up and follow-through skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
Experience in financial services or asset management industry preferred

Investment Strategy Group Resume Examples & Samples

Professional experience in equity research, either on the buy or sell side
Commitment to a career in investing
Advanced degree in finance or economics and/or CFA a plus
Excellent analytical/quantitative skills

Head of Investment Strategy Resume Examples & Samples

Manage a US Strategy Team of five equity beta strategists, reporting to Global Head of Index Strategy
Support the needs of internal and external clients for the index product including domestic, international and emerging market equities primarily for institutional channel and to a lesser extent the iShares channel
Provide advice, pricing and support for the US, Asian and European index channels
Develop new investment ideas and products
Devise and articulate reasoning for pricing of new business opportunities
Develop new product ideas – prior examples include Strategic Beta, Frontier Markets, and International Small Cap & REITs
Advise clients on all aspects of portfolio strategy including portfolio management, trading, transitions, securities lending
Develop and articulate the competitive landscape and develop key points of differentiation for BlackRock relative to
Develop articles for internal and external dissemination on topical investment issues
Understand index portfolio management techniques and articulate competitive advantage to clients

Research Analyst Global Investment Strategy Resume Examples & Samples

Demonstrate strong knowledge of awide variety of asset classes (stocks, bonds, commodities, derivatives, amongothers)
Perform complex financial analysis
Write regular reports on marketevents impacting different asset classes
Work with Senior Analysts to developkey themes
Develop databases integral to differentresearch products
Participateand contribute to client meetings and events
Closely follow and understand marketand industry
Seek out new,value-added, and/or unusual sources of information
Leverage our robust network ofindustry and internal analyst contacts
Interact regularly with clientsQualifications
The candidate MUST be able to thrive in a fast-paced and intenseenvironment
Major(s) and areas of academic excellence must include Finance
Along with Finance, should have basic understanding of economics,macroeconomic factors, international affairs, and policy/politics
Strong writing and spreadsheet skills. Must be an expert at MSWord and MS Excel
Must enjoy working in databases and websites, and doing desktopand field research
Must have excellent communication skills, written andverbal
Must have strong attention to detail, ability to multi-task
Must work well in a collaborative team environment

Investment Strategy Group Tactical Asset Allocation Resume Examples & Samples

2 years of experience in investment banking or investment research
Outstanding analytical/quantitative skills
Excellent academic track record
Intellectual curiosity

Investment Strategy Group Fixed Income Specialist Resume Examples & Samples

Direct investment experience and commitment to a career in investing
Experience developing and defending investment ideas and/or macro views
Comfortable taking initiative and being resourceful/entrepreneurial

Director of Institutional Investment Strategy Resume Examples & Samples

In collaboration with the leadership within Investment Services & Strategy, contribute to the development of Investment Strategy for the Institutional business segment by incorporating Institutional client characteristics, current market conditions, market trends, economic projections and expected returns, make recommendations for asset class allocations as well as style and market capitalization weighting
Under the direction of the AMG’s Chief Investment Strategist, chair the Institutional Investment Policy committee (a sub-committee of the AMG Investment Policy Committee) and provides policy recommendations for the Institutional business segment
Member of the AMG Investment Policy Committee and contribute to the development of AMG Investment Policy recommendations as a member of the Investment and Portfolio Strategy team
Serve as a member of the Portfolio Construction Committee (PCC) with responsibility for structuring and monitoring model portfolios for all business segments
As a senior member of the Investment and Portfolio Strategy team, responsible for originating investment strategy research and development for all AMG Business Segments
Communicate Investment Policy Committee and Strategy team views to Institutional clients and prospects. This would include writing white papers, topical commentary and periodic pieces on investment themes for Institutional clients/prospects and verbal presentations
As a senior member of the Investment and Portfolio Strategy team serve as a leader in the research and development initiative to keep abreast of leading-edge investment topics, portfolio construction, asset classes and products to determine the business trend and provide recommendations to enhance the AMG business offerings
Consistently deliver excellent service to the Institutional segment in order to assist in achieving financial, client acquisition and other business goals. This includes participating in final presentations to prospects and supporting client retention efforts directly contributing to Institutional sales and AUM goals
Ensure compliance with all PNC policies and procedures
Bachelor’s degree is required; MBA, PhD and/or Chartered Financial Analyst (CFA) designation preferred
Minimum of ten years related experience in investment management with a wide range of experience and skills due to the scope of responsibilities
Experience with alternative investment and Institutional asset allocation preferred
Skills in various software and analysis tools like Excel, Bloomberg, Factset, SunGard APT, Morningstar Direct, MPI Stylus Pro, NuOpt
Proven investment analysis, portfolio construction and problem solving skills
Strong communication skills – both written and verbal
Ability to lead, motivate and gain consensus of investment professionals, team members and other stakeholders
Risk analysis and management skills both in terms of portfolio construction and fiduciary responsibilities, policies and procedures
Ability to work in a fast-paced high performance environment where market challenges and business segment changes may dictate shifting priorities; occasional travel involved

Investment Strategy Segment Management Consultant Resume Examples & Samples

Conduct strategic analysis of industry trends, competitive activities to facilitate the development of the business case for line of business’s high level priorities and initiatives
Work with professionals within lines of business to understand how IS&S services and solutions are being utilized
Help to lead and execute the strategic investment related project initiatives of the various business lines. Work within Investment Services and Strategy to help position and qualify the respective investment needs of the business units. Facilitate clear communication on the needs and priorities of the lines of business
Support the Director of Segment Management in driving more effective utilization of IS&S services and solutions
From the standpoint of IS&S, help to drive the strategic initiatives designed to address the needs and priorities of our lines of business and the services and solutions we provide to PNC clients
Bachelor’s degree with MBA and/or CFA preferred
7 - 10 years’ experience in financial services industry, preferably in Asset Management. Relevant professional experience would include: investment advisory background in the Wealth Management, Ultra High Net Worth or Institutional channels; consulting background including experience in competitive and financial analysis; and project management background with the ability to define and present business case and manage projects from idea phase to execution
Expertise with regard to investment products (including PNC investment products); demonstrated technical investment knowledge
Strong presentation skills and ability to effectively communicate at all levels, internally and externally
Effective leadership and relationship management skills
Ability to listen and interpret, to obtain objective information, to provide insight and guidance to all of those with whom you interact
Extensive knowledge of the asset management business segments

GWM Investment Strategy Team-global Market Strategist Resume Examples & Samples

Participate with the Chief Strategist and the Global Investment Strategy team in driving strategic and tactical asset allocation decisions
Responsible for generating alpha across the firm’s discretionary global multi-asset client portfolios
Develop fundamental investment views across global markets
Strong background in global markets and global multi-asset allocation
Communicate effectively with the broader Investment Strategy team on market developments
Present to clients, banker teams and internal audiences on market views as well as investment process, portfolio positioning and performance
Parse complex tasks and juggle priorities in a highly dynamic, global, team environment
10+ years experience in the investment management industry
Comprehensive knowledge and working experience of financial markets, including: equities, credit, commodities, foreign exchange, hedge funds, private equity and derivatives
In depth knowledge of fundamental market valuation, portfolio risk metrics and multi-asset allocation
Excellent client presentation skills and comfort level addressing groups of 20-200 people
Experience in a buy-side environment, acting as a fiduciary for clients
Masters degree and/or CFA required
Spanish fluency required and Portuguese preferred

Australian Head of Wealth Investment Strategy Resume Examples & Samples

Lead, develop and market of Morgan Stanley Investment Strategy
Build portfolios across asset classes which outperform market benchmarks, and
Act as a conduit between Financial Advisors and Morgan Stanley Institutional Research
Build the profile of Morgan Stanley Investment Strategy with Private Wealth clients
Actively promote the brand in the media, at industry conferences and internal seminars
Build and market model portfolios across investment classes
Provide concise and timely commentary on the dynamics of the investment markets for the retail client base
Lead the efficient collection of market intelligence, and adapt market information and institutional research to private client audience
Lead the generation of reports including industry analysis assessment, company financials and share volatilities
Prepare written material for event driven morning calls; respond to / analyse all relevant information
Conduct technical seminars and training sessions for Financial Advisers
Be the conduit between the Institutional research team and the WM platform
Deliver non-Australian research, strategy and advice to Financial Advisers where necessary
Provide feedback systems between Research Analysts and Financial Advisers to improve flow of information*LI-JG1
Technical ability to analyse industry groups and earnings reports
Well-developed editorial skills
Sound knowledge and understanding of both economic and financial market indicators
Ability to read and interpret financial statements and models
Proven judgment in the field of security analysis
Ability to make sound decisions based on earnings forecasts and industry trends
Detailed understanding of how the Morgan Stanley Wealth Management business fits within the Australian market and global operations
Good understanding of Private Client business models
Outstanding interpersonal, negotiation and relationship building skills
Experienced and confident to present internally, to clients, in the industry and the media
Ability to develop and manage others
Ability to fit into the highest quality corporate environment
Tertiary qualifications in an appropriate business related discipline (accounting, economics etc)
Post-graduate qualifications (CFA, MBA, Masters, Chartered Accounting) highly regarded
Minimum 5 years of experience in a similar role
Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct
Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements

IMD, PWM, Investment Strategy Group, Analyst Resume Examples & Samples

Produce customized research reports and presentations for clients on various investment topics
Survey academic research and industry practices on asset allocation approaches
Generate new ideas for ISG’s strategic asset allocation process
Research risk/return characteristics of various asset classes and strategies
Build financial models to analyze different aspects of portfolio risk and return
Disseminate information and views to Wealth Management teams and their clients
Degree in a quantitative discipline, e.g. Maths, Finance, Economics, Engineering
Ability to translate and simplify complex concepts and theories into practical usage
Ability to work with clients and sales people to advise on investment opportunities
Strong programming ability (at least one of MATLAB, R, C, Java), and experience with Excel

Investment Strategy Group Resume Examples & Samples

Conduct basic economic analysis under the guidance of the Managing Director and the Executive Director of the team
Prepare marketing materials
Maintain economic data and other economic and market information
Degree holder with at least 2-3 years relevant professional experience in role concentrating on economic and market research/analysis
A strong analytical and communication skills
Ability to read Chinese is required; ability to write Chinese is preferred
A creative approach to problem solving
Good understanding of business and its needs both regionally and globally
Excellent interpersonal skills and a desire to work in a team-oriented environment
Asian language skills desirable - Cantonese or Mandarin

Head of International Investment Strategy Resume Examples & Samples

Asset allocation strategy – working with PMs and clients to set tailored asset allocations to meet portfolio objectives
Portfolio implementation processes – developing and overseeing London know-how regarding implementation of investments for a wide variety of clients, taking into consideration tax and jurisdictional restrictions, and contributing to the development of robust processes to aid effective portfolio management
International investment committee – a key member of this committee which, amongst other responsibilities, approves the firm’s investment policy for London-managed portfolios, and considers and approves the suitability of managers, strategies and investments for client portfolios
International investment strategy reports – writing, in coordination with the broader OAAA and research teams, investment content for clients
‘Player-manager’ – management of some key client relationships in coordination with the client service teams
London investment leadership – oversight and management of investment activities in London, including manager research
Global investment strategy – working with the Head of Investments and team to develop house policy and asset allocations for US clients, with a particular focus on international perspectives
Portfolio risk management – head of the London portfolio risk management committee with responsibility for monitoring risks within client portfolios
Marketing and new business development – contributing to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our private client brand
Collaboration and teamwork – ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written
Must be a passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines
Possesses high analytical expertise tempered by a strong relationship building mentality
Is self-motivated
Is always a team player

Investment Strategy Group Resume Examples & Samples

Implementing quantitative financial models and techniques (incl. asset pricing, optimization and Monte Carlo simulations)
Research in strategic or tactical asset allocation
Communication and presentation of complex technical concepts and quantitative investment management topics to clients
Fluent programming in Matlab

IMD, PWM, Investment Strategy Group Resume Examples & Samples

1-2 years of experience in investment banking or investment research
Desire to be an investor
Highly motivated

Macro Investment Strategy Analyst Resume Examples & Samples

Risk management
Performance attribution
Trade construction
Strong academic background with a formal training to postgraduate level in quantitative finance/ econometrics/statistics
Strong knowledge of financial timeseries analysis and asset pricing techniques
Strong, confident communication skills (both oral and written)
Experience and understanding of risk management techniques and experience of financial markets would be an advantage,
Strong team player,
Independent thinker,
Strong interest in markets and macroeconomics

IMD, PWM, Investment Strategy Group, VP Resume Examples & Samples

Assist the Managing Director in the China Market Strategy Team in carrying out macroeconomic and policy analysis, developing client relationship, and maintaining government relationships
Monitor and report China’s policy changes and economic/market developments
Work on thematic research and regular analysis of key economic indicators
Accompany the Managing Director to visit top tier clients and visit clients with lower AUM and GC potential on their own
Maintain dialogues with economic and financial regulators (including PBoC, CBRC, CSRC, CIRC, NDRC, MoF, NBS, Customs,MoAgriculture, MoConstruction, etc.)
Master’s degree or above
Minimum of at least 6 years relevant professional experience in a role concentrating on economic/market research/analysis
Ability to read and write Chinese
Fluency in Mandarin will be essential to this role
Strong analytical mind combined with creative approach to problem solving
Solid written and communication skills
Good understanding of business needs both regionally and globally

Customer Planning Investment Strategy & Sales Operations Director Resume Examples & Samples

Deliver and enable a management framework to support and optimize the team’s operational model in order to achieve its top priorities, key initiatives and objectives
Drive the development and execution of the team’s OGSiM and key initiatives through tracking progress and achievements on a monthly basis via team’s executive scorecard
Ensure activation of the “Insights to Execution” framework in a coordinated way between the sectors, and across functions to support the customer teams. Leading key milestones through the year, including: CBP Planning, Innovations Summits, JBP Planning, Negotiation, & Execution tracking
Drive standardization, simplification and breakthrough initiatives through CI/Lean practices
Identify and leverage best practices while driving synergies across field teams, regions & functional areas
Capability to cast Vision and strategy for future state
Strong communication / change management skills
Ability to precisely and proficiently conduct business and data analyses with data driven recommendations and exceptional financial acumen for improvements and advancements
Ability to clearly communicate orally and in writing to individuals and groups both internally and externally at senior levels
Ability to precisely communicate innovative business solutions to customers and customer directors
Strong Executive Presence and Emotional Intelligence
Proven ability in strategic thinking, complex analytical work and effective business problem solving
Continuous Improvement mindset - Make things better, curious, creative
Direct account selling and sales management experience
Excellent understanding of syndicated and customer/consumer information
Proficient with all systems and software; Excel, POS, AC Nielsen, Analytx

Imd-gsam-macro Investment Strategy Resume Examples & Samples

Investment strategy and research
Strong academic background with formal training in Economics required
PhD level in Quantitative Finance, Econometrics, Statistics or a related discipline required
Prior investment banking/financial services industry experience required
Strong interest in markets and macroeconomics required
Must have strong experience of research covering Risk Management, Portfolio Optimisation, Hedging Strategies, Asset Allocation and Investment Strategies relating to a range of asset classes including Fixed Income, FX, Real Estate and Equities
Must have experience of publishing articles covering asset pricing and asset research
Good understanding of econometric modeling software (e.g. Matlab, Stata, Eviews) and macro-economic databases required
Strong, confident communication and presentation skills (both oral and written) required
Must be a strong team player

Director, Sector & ETF Investment Strategy Resume Examples & Samples

BA/BS required; MBA preferred
Minimum 4 years investment related experience (either research, product management, or other related areas)
CFA designation required
Strong experience in the Microsoft Office Suite
High proficiency in Bloomberg, Morningstar Direct or Factset required
Extensive client presentation experience required
Highly effective and consistent written and verbal communication capabilities
Ability to successfully articulate detailed mechanics of investment process
Successful track record of investment presentation creation and delivery
Passion for financial markets, investment process and provision of effective investment solutions
Comfort and ability to work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents
Capability to balance resolve and temperament in response to pursuing opportunity through organizational structure
Ability to travel frequently, with an overall expectation on average of 1-2 days per week

Managing Director of Research & Investment Strategy Resume Examples & Samples

Analyzes macroeconomic news, manager communications, and other information pertinent to investment strategies to develop, refine, and communicate investment themes across the portfolio. Creates and implements a system for tracking information and communicating learnings
Plays a critical role in shaping the CCIO investment policy. Works with the CIO to formulate and refine each portfolio’s investment strategy, goals and requirements. Creates and maintains tools to capture a variety of capital market assumptions and perspectives as inputs to the asset allocation optimization tools and Policy Portfolio design process
Researches and regularly tests alternative asset allocation strategies and associated portfolio benchmarks. On a periodic basis, leads the review of each portfolio’s asset allocation strategy and overall Investment Policy Statement
Provides quantitative analysis, market research and qualitative assessments in support of CCIO’s periodic rebalancing and/or tactical decisions
Works with the Investment team to apply changes across the asset base to enable the portfolio to reflect the desired characteristics and achieve the target returns. Monitors the performance, risk profile, portfolio positions, current events and organizational changes of CCIO’s existing public and private managers and completes analytical reviews to evaluate the relative performance of each sub portfolio and individual fund manager on a regular basis. Conducts research on opportunistic strategies and investments when applicable
Prepares and presents portfolio level analysis and dashboards, and partner with colleagues overseeing the credit or equity investments to make recommendations regarding new investment opportunities and manager terminations to CCIO staff, Clinic leadership and the Investment Committee
Maintains a network with the external investment community to expand CCIO knowledge regarding emerging investment opportunities and top performing investment managers and strategies. Stays abreast of pertinent trends and best practices being utilized within the investment offices of highly respected peer institutions
Minimum of 15 years of professional experience in making direct investments across asset classes, including directly in or in third-party managers specializing in fixed income, absolute return, real estate and commodity strategies for an endowment, foundation or pension fund
Experience in both domestic and international investment markets is preferred

Director, Investment Strategy Resume Examples & Samples

Broad investment experience in equity, fixed income and alternative asset classes and portfolio design for HNW/UHNW market
Develop and maintain deep expertise in all SEI products
Ability to manage product development lifecycle from launch to maintenance
Demonstrated experience to effectively explain complex investment strategies in understandable terms
Detail oriented, flexible, self-motivated leader
Develop, design and deliver strategies, products, techniques, tools and materials related to the Advisory Areas
Refine existing and establish appropriate benchmarks for objective evaluations of products and services (measure and assure adherence with Investment Program)
Provide training to the Advice and Service Teams
Create and disseminate investment management thought leadership information; define PWM perspective on economy and capital markets
Support client and prospect Initiatives as SME (i.e. 2nd level support for Advice Team.)
Coordinate new product and service launches into store and conduct on-going periodic training. Measure impact of services
Monitor and determine requirements to maintain regulatory and industry compliance standards
Originate, create and distribute thought leadership

Investment & Strategy Manager Resume Examples & Samples

Lead of complex international M&A projects: Execution of acquisitions, divestments and joint ventures
Overall process responsibility and project management
Functional leading of the respective project teams
Company evaluation (DCF) and responsibility for conducting Due Diligences
Creation of business plans (including potential synergies)
Defend investment proposals in board meetings
Communication and coordination with several internal business functions (strategy, legal, finance & tax, HR)
Integration of external consultancies (e.g. auditors, law firms)
Closing preparation

Manager, Sector & ETF Investment Strategy Resume Examples & Samples

Support retail and intermediary distribution partners as a resource engaging in the sales interaction. Provide competitive positioning and analysis for channel partners on an ad hoc and ongoing basis
Work with team members to develop distribution and engagement strategies
Drive Fidelity SelectCo associate understanding of the FIAM (Fidelity Institutional Asset Management) and PI (Personal Investing) strategic initiatives
Ensure the quality and quantity of the work and support coming from the Fidelity SelectCo Sector and ETF Investment Strategy team is consistent, highly valued, and effective
Provide “voice of the client” input for Fidelity SelectCo product development and marketing initiatives
Assist in setting the strategic sales direction and support sector thought leadership: understand the industry, the financial markets, and competitive influences, with a focus on sector investments to provide a vision for success to drive sector investment flows
Network within Fidelity companies. Relationships should be established with Fidelity companies with common interests and clients
Create timely sales ideas and communicate ideas internally
Support team members with development of sales decks and seminars; excel reports and charts sourced from Bloomberg, FactSet, and Morningstar Direct
Up to 15% travel initially, with up to 50% travel possible in the future
BA/BS degree required, MBA, CFP and/or CFA preferred
CFA Designation preferred and ultimately required
Four to six years financial services experience
Relevant marketing experience in the investment management industry
Retail financial services experience preferred
Series 7 & 63 Securities Licenses required shortly after hiring. Candidates with existing Series 7 & 63 Securities Licenses are preferred
Demonstrated expertise working with mutual funds, ETFs, and/or managed accounts
This individual will be a strategic thinker and a collaborative implementer
Experience with Morningstar Direct, FactSet and Bloomberg preferred
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast paced environment
High level of self-motivation and professional disposition, with strong integrity and ethics

Investment Strategy & Portfolio Management Resume Examples & Samples

Assist portfolio managers with multi-asset class research and development of relative value and reporting models
Participate in market, liability, and business planning discussions with various departments across Northwestern Mutual
Develop capabilities and reports utilizing our new BlackRock Aladdin Risk service offering
Support the composite portfolio management process; and
Partner with other members of the Investment Strategy Department to complete ad-hoc projects
Sophomore/Junior Undergraduate student at a leading University with a concentration in Finance or Investments
Passion to learn and immerse themselves in the capital markets; and
Desire to be challenged

PWM, Investment Strategy Group, Associate Resume Examples & Samples

Ph.D. degree (U.S. or equivalent) in Mathematics, Finance, Economics, Statistics, or a related field
Fluent programming in Matlab, Python, R or a related language
1-3 years of related work experience
Ability to implement quantitative financial models and techniques (asset pricing, optimization, simulations)
Knowledge of global asset classes and investment instruments
Excellent communication skills, especially the ability to explain complex technical concepts and quantitative investment management topics in simple terms
Strong interpersonal skills and a passion to engage with clients
Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
FINRA Series 7 and 66 licenses (must obtain within the first 3 months)

Investment Strategy Analyst Resume Examples & Samples

Supports the strategic Portfolio Solutions roadmap by carrying out marketing and education plans and campaigns
Participates in planning sessions to develop the Portfolio Solutions strategy
Accountable for ensuring quality standards and deadlines are met on all tasks and assigned projects
Maintains regular correspondence with Financial Advisors to assist and educate branch staff on the investment strategy resources that are available to them and their clients
Supports key promotional and communications efforts
Ensures all resources are frequently updated and maintained on the firm’s intra-site, public websites, social media, and in internal records
Conducts competitive analysis by comparing products, solutions, and services with key competitors
Maintains regular correspondence with partner firms to maximize the collaboration of promotional resources
Perform other duties and responsibilities as assigned
Investment research and strategies that cover a wide range of topics including investment strategy, portfolio construction and management, asset allocation, and financial planning
Fundamental concepts, practices, and procedures of economic principals and their applications
Knowledge of global macroeconomic environment
Creative thinking and designing of materials
Analytics, strategic thinking, client services and client empathy
Organizational skills and attentional to detail
Operating standard office equipment and using required software applications such as Microsoft Office and the firm’s proprietary technology tools
Strong Microsoft Excel and PowerPoint skills are required
Stay highly motivated to organize and manage multiple streams of work with the proven ability to prioritize
Build solid, effective working relationships both within and outside the department
Have hands-on and a team-player attitude towards tactical, as well as strategic, work. Proven ability to deliver on-time product and project results
Communicate effectively, both orally and in writing
Advanced level of detail orientation to ensure quality standards are met and credibility is maintained to the highest degree
Follow-up to ensure resolution and ensure completion of given tasks
Make routine decisions with assistance from senior management in resolving complex problems
Represent the company in a highly professional manner
Partner with other business units to accomplish objectives
Work independently as well as collaboratively within a small team environment
Balance conflicting resources and priority demands
Bachelor’s Degree (B.A.) in Business or a related field and a minimum of three (3) years of experience in the financial services industry

Manager, Investment Strategy Group Resume Examples & Samples

Develop and present analysis related to specific investment requests to determine the project viability
Tracks the results of specific investments that are implemented. Determines a control group for comparison and determines the metrics required to measure the ROI of the initiative. Presents the results to the VP/Director for review on continuance of the initiative
Works with cross functional teams to provide recommendation on implementation of the initiative. Requires an understanding of the business and out of the box thinking to ensure an efficient implementation
Presents analysis and results to key stakeholders, determines follow-up and next steps
Regular, dependable attendance & punctuality
Bachelor’s degree or 5+ years related experience preferred
Ability to read, write, and interpret instructional documents such as reports and procedure manuals
Needs to feel confident presenting information in front of high level audiences
Basic math functions such as addition, subtraction, multiplication, and division
Understanding of department store business in order to form a recommendation on initiatives
Experienced PC skills including use of Excel and Access
SQL/VBA skills preferred
Understanding of Macy’s systems (including MSP, Merchant Systems) preferred
Previous experience with APT software preferred

Investment Strategy Group Resume Examples & Samples

Minimum undergraduate degree in Economics or Finance. Post-graduate degree preferred
Strong interest in macro and quantitative research with a focus on China
Strong quantitative and analytical skills, with high proficiency in Excel, PowerPoint and economic databases
Collaborative and team work oriented; strong interpersonal and communication skills
Attention to details, patience, and ability to multi-task under pressure
Bilingual in English and Chinese
1-4 years of relevant working experience preferred

Head of Investment Strategy & Portfolio Management Resume Examples & Samples

University Graduate in Business Management / Finance Discipline
10-15 years experience on investment business, preferably five years or above on senior product development/ management level
Wealth experience and knowledge on board array of investment products
HKSI LE Papers 1, 7 & 8 or equivalent is preferred

Investment Strategy Analyst Resume Examples & Samples

Support the development and delivery of firm-wide investment strategy guidance which will encompass global asset class considerations, capital market assumptions, optimized investment portfolios, performance evaluation/attribution, and portfolio construction linkages, all in the context for managing the full spectrum of client investment portfolios
Support the research and assessment of the ongoing evolution of, and opportunities across, the global capital markets for effective and efficient integration into the firm-wide investment advice and portfolio guidance delivered to our clients
Support the review and evaluation of our firm-wide investment strategy guidance offerings in the context of managing towards ‘best in class’ performance results for the benefit of our clients
Support the need to initiate and conduct research for asset allocation strategies using a variety of research tools
Perform qualitative and quantitative analysis to evaluate the pros and cons of including selected asset classes into an investment portfolio
Prepare research reports, formulate and present a compelling recommendation for approval by management and established investment committee(s)
Support ongoing coverage of asset allocation investment strategies
Stay current on developments to ensure asset classes are well understood and continue to exhibit expected performance behaviors across asset allocation investment strategies
Prepare a variety of research reports, analytical reports, and performance attribution that supports team members, advisors and PMs’ understanding of the asset allocation strategies and to enhance their ability to manage their clients
Monitors and conduct performance attribution across all of our asset allocation guidance portfolios
Establish effective working relationships with team members, external institutional representatives, and advisors and portfolio managers
Assists in analyzing the composition of asset allocation guidance portfolios; recommend portfolio strategies to fulfill investment objectives
Participate in the design, development, and monitoring of quantitative decision making processes
Contribute to the advancement of the team’s processes, efficiencies and best practices
Ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures
Is knowledgeable about relevant and specific OCC, SEC and FINRA regulations that impact their work and the advisors and portfolio managers that use their work
Actively participates in any required corporate and business line training in these areas
Comply with employee trading policies and procedures
1-3 years Financial Services (Investment) experience

Investment Strategy Analyst Resume Examples & Samples

Capable of web and database research as well as original research when required to maintain and improve our insight into our key clients
Capable of covering all sectors and markets for consultancy, publications and presentations
To assist in the production of reports for internal and external clients and to assist in fee-paying consultancy
Specifically, to analyse and draw logical conclusions/identify trends in relation to market conditions using economic and property data and contribute to the firm’s thinking and help in communication
Collection and dissemination of property, economic and other data
Contributing to client projects for Capital Markets and assisting in due diligence, pitching, business development and supporting sales mandates
Respond to internal and external requests for information/support
Above average writing and communication skills
Above average numeracy, spreadsheet and preferably economic or financial analysis skills
Capable of developing to generate research and ideas in their own right
Client facing, good communicator (written and oral) with insightful and interesting style
Strong team working skills
Able to prioritise several projects at once, work to tight deadlines
Capable of working seamlessly/interchangeably with DRH and ET
A mix of market, economic, financial and research expertise
Commercially aware
Proven experience in relevant role
Experience including real estate and international markets preferred

Investment Strategy Group Resume Examples & Samples

Post-graduate degree in Finance, Economics, Statistics, or related field
Fluent programming in Matlab, Python, R or a related language; solid Excel and PowerPoint skills
4-6 years of related work experience
Knowledge of global asset classes, investment instruments and a basic understanding of portfolio management and asset allocation theory
Excellent communication skills, especially the ability to explain complex technical concepts in simple terms
Attention to detail, patience, and an ability to multi-task under pressure
Collaborative and team work oriented
Independent, logical, and critical thinking, with the willingness to constantly think outside the box
Bilingual in English and Mandarin/Cantonese

Coordinator Investment Strategy & Product Resume Examples & Samples

Assist Managing Director in providing support to CIBC Investment Strategy & Product by coordinating short and medium-duration projects, including organizing and executing activities
Assist the Investment Strategy & Product team in project delivery and new product launches in a manner that is consistent with the department’s strategic objectives and values
Work closely with business analysts, operations and technology groups to ensure effective and efficient processes are in place for projects and are implemented and managed appropriately to support client service, growth and profitability
Assist in the implementation of all product changes on a timely basis, all forms, supporting materials and process updates. Ensure parties, including clients are informed of changes
Work with the product teams to ensure all internal and external content both in SharePoint and intranet/internet is timely
Manage day-to-day activities of the various tasks/projects in a manner that maximizes availability and effectiveness
Respond to inquiries and provide knowledge, consultative support on products and services for Investment Strategy & Product line of business

VP, Research & Investment Strategy Resume Examples & Samples

Identify key investment themes in the industrial property sector and different geographic regions that drive the firm’s industrial investment strategies
Design, draft, and publish industrial quarterly market reports, strategy research, white papers, and external industry publications
Prepare industrial market and submarket research reports (core, value-add, development) for presentation to acquisition teams and Investment Committee
Prepare five-year industrial fundamentals forecasts at market, submarket, and peer group levels
Visit target markets and perform investment feasibility studies
Prepare industrial research presentations and assist client reporting and marketing
Participate and speak at industrial and real estate industry conferences
Supervise and direct Research Analyst, as appropriate
An advanced degree from a leading university in economics, real estate, urban planning, or related field is required
8-15 years of work experience, including industrial sector research and investment experience
Strong analytic and quantitative skills with fluency in Excel and Access
Excellent oral and written communication as well as project management skills
Able to communicate complex technical analysis and concepts to clients in a concise and persuasive manner
Must be able to work as part of an investment management team that includes the disciplines of acquisitions, research, asset management, and client capital management