Strategist Resume Samples

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NW
N Welch
Noemie
Welch
8763 Uriah Route
Houston
TX
+1 (555) 779 6248
8763 Uriah Route
Houston
TX
Phone
p +1 (555) 779 6248
Experience Experience
San Francisco, CA
Strategist
San Francisco, CA
Walker-Stroman
San Francisco, CA
Strategist
  • Develops and executes work flow logistics for efficient and effective program implementation
  • Manage performance reviews, coaching to maximize success, setting goals for career development
  • Establish solid working relationships with VMware strategic account teams, sales leadership, professional services, product management, and executive staff
  • Create placemat for historical review and performance management plan for all sponsors in partnership with key internal team members
  • Manage delivery of performance management reports on a quarterly basis to clients and partners in assigned region
  • Develop creative briefs that inspire clients and creative teams alike to come up with idea development and implementation
  • Create, adapt, and execute strategic plans for Virgin Media’s core communications programmes
Dallas, TX
Product Strategist
Dallas, TX
Labadie LLC
Dallas, TX
Product Strategist
  • Develop a depth of knowledge of capital market dynamics and portfolio management process by working with portfolio managers
  • Represent the team during meetings with senior management and stakeholders; provide guidance and assist with issue resolution
  • Develop and execute the Product Strategy leveraging the Pragmatic Marketing framework
  • Create, develop and maintain marketing materials including thought pieces to assist in creation/awareness efforts and external engagement
  • Partner with product development teams through specification and development of product to roll-out and maintenance
  • Feeds the latest customer data and market input to steer the roadmap and product plans, working closely with the Product Manager
  • Collaborate with Product Managers, Distribution, Marketing, Investments and Business Development to help to help maximize commercial opportunities
present
Houston, TX
Senior Strategist
Houston, TX
Jacobs LLC
present
Houston, TX
Senior Strategist
present
  • Collaborate with Business/Performance Analyst to devise performance measurement frameworks and incorporate learnings into Creative briefs
  • Work closely with clients to define goals and develop strategies based on consumer insights, trend analysis, market forces, and business objectives
  • Working collaboratively with the Marketing Sciences team to establish KPIs and define the learning and testing agenda,
  • Working with cross functional team throughout the organization to make sure that the strategy is understood and integrated into the businesses
  • Collaborate with Analytics to devise performance measurement frameworks and incorporate learnings into Creative briefs
  • Manage a senior strategic analyst and a strategic business manager
  • Work with clients to define business/brand goals and develop digital strategies based on consumer insights, trend analysis and business objectives
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Georgia State University
Bachelor’s Degree in Business
Skills Skills
  • Highly organized with ability to manage and complete multiple deliverables within due dates
  • Strong analytic skills – ability to translate data into consumable information and insights; disciplined and structured problem solving skills
  • Strong Leadership skills and experience developing a team of media professionals
  • Knowledge of strategic asset allocation theories/practices and capital markets knowledge across a broad range of asset classes
  • Strong written and verbal communication (ability to effectively and comfortably communicate and interact with clients and vendors)
  • Strong creative judgement and opinion – you’ll have a portfolio of great creative work and results inspired by your briefs and comms strategy
  • Highly organized with strict attention to detail
  • Ability to look for strategic data and inspiration to support into actionable digital products, services and experiences
  • Significant experience in and knowledge of Sustainable Investing and product structure knowhow
  • Strong attention to detail
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15 Strategist resume templates

1

Product Strategist Resume Examples & Samples

  • Update and maintain the team’s marketing materials, presentations, client questionnaires and custom reports. Assist in the construction of custom data analyses in response to client inquiries or research projects
  • Track business metrics including pricing, wins/loss and revenue data. Partner with the team’s business manager to update metrics reports for senior management
  • Work closely with individuals in Institutional Client Business (ICB), Global Consultant Relations team (GCR), marketing communications teams, operations teams, Transition Management (TRIM), securities lending and iShares, providing the highest level of client service to internal business partners and external clients
  • BA/BS in Finance, Economics or similar field. Progress towards CFA a plus
  • Minimum 1-3 years relevant experience; knowledge of institutional investment industry and equity capital markets
  • Strong organizational and data skills, an aptitude towards quantitative analysis and natural curiosity for problem solving
  • Work independently and proactively in a fast-paced team environment with attention to detail
  • Client servicing experience preferred, including strong interpersonal skills for effective and efficient communications across various internal and external channels
  • Strong Microsoft Office (Excel, PowerPoint, and Word) skills required. Familiarity with Aladdin as well as Bloomberg, Factset, and risk models (Barra) skills a plus
2

Product Strategist Resume Examples & Samples

  • At least 1-3 years of total experience with experience product development/strategy or client facing experience, fixed income experience preferred
  • Ability to grasp and communicate complex concepts effectively
  • Ability to grasp quantitative concepts and their application to portfolio management
  • Ability to adapt quickly to rapidly changing market environments
  • Proficient in excel and PowerPoint
  • Highly motivated, self-starter
  • Excellent interpersonal skills and ability to coordinate between various groups including Strategy, Portfolio Teams, Investment Teams, Global Client Group, Legal, and other areas
  • Detail-oriented, organized and be able to multi-task effectively
  • Strong communications and writing skills
3

Product Strategist Resume Examples & Samples

  • Build out our retail multi asset franchise in the US – drive sales into key Retail products
  • A key product in this push would be the Dynamic Return Strategy. This product is building towards a strong one year track record in the UK retail market. A critical opportunity for this role is to replicate and build on the initial success in the UK and expand the footprint of the strategy into the US via a 40Act Fund launch for US Wealth Advisory. The Fund will seek to allocate across a number of macroeconomic themes on a global basis in a liquid strategy thus extending the range of outcome oriented investment solutions available to our clients
  • Partner with colleagues in the US Retail business to promote MAS retail strategies through verbal and written communications
  • Acting as a “proxy” for the portfolio manager, the successful candidate will drive contact with clients, prospects, and/or intermediaries to: explain the investment philosophy, process, and performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team’s market outlook
  • Plan holistic campaigns including marketing, sales and portfolio management
  • Maintain an up to date knowledge base on the investment team’s activities and outlook
  • Prepare portfolio reviews, market updates and other timely marketing materials that can be shared with account managers and clients. Promote high quality, high impact output and maintain oversight for all materials produced
  • Develop and maintain in-depth competitor awareness; monitor new product launches, track competitor performance and clearly articulate differentiating features of BlackRock products vs the competitor universe
  • Take a proactive approach to solving client’s investment-related, business and operational issues which arise during the course of the client’s relationship with BlackRock by serving as the liaison between the investment team and all other areas of BlackRock (compliance, legal, operations, marketing and sales)
  • Actively participate in working with the Product Development group to develop and implement suitable vehicles for further growth of new retail strategies; support the launch of new funds
  • Work closely with MAS investors, strategists and the Retail business to ensure the retail range of products is competitive, clearly understood, market relevant and scalable
  • Editing/checking/finalizing product RFP/RFIs
  • Quarterly and monthly written commentary to include performance attribution
  • Enable "minimal distraction" for fund manager
  • Act as an ambassador for MAS in all aspects of the interaction with the US Retail business teams
  • 8+ years experience working on the buy side, sell side, or an independent research firm
  • Strong drive to build a business
  • Proven experience in delivering business growth from Retail markets and a good understanding of the marketing and sales processes as they relate to Retail investors
  • Extensive capital markets knowledge; an ability to deal with and present to a range of asset classes would be preferred in addition to a strong understanding of derivatives based strategies
  • Relevant local market knowledge; in line with retail strategic objectives, prefereably the candidate will be able to demonstrate knowledge of the US
  • Strong written, verbal and interpersonal communication skills; an ability to think on one’s feet and demonstrate a strong affinity with retail-friendly presentation
  • Strong attention to detail, disciplined organisation and project management skills
  • MBA, other advanced degree and/or CFA designation preferred
  • Collaborative and cooperative approach to tasks – particularly given the remote nature of the investment team
  • Willingness to travel 50+% of the time
4

Client Solutions Strategist VP / Director Resume Examples & Samples

  • Develop custom solutions to meet investors’ unique objectives and constraints
  • Advise Asian institutional investors on asset allocation strategies and portfolio construction techniques
  • Consult on topics such as risk management, active risk budgeting, portfolio optimization, and implementation considerations
  • Play a leading role in the development of a content rich client experience for the firm’s Asian institutional client base. Candidates should be prepared to drive new business opportunities and regularly meet with clients for training, education, advice and account reviews
  • Conduct in-depth analysis of investors’ portfolios, offering both top-down strategic advice and granular, bottom-up risk analysis
  • Educated to Bachelor’s degree level; Master’s or PhD in economics, finance or a related analytical discipline is an advantage
  • CFA Charterholder preferred; Chartered Alternative Investment Analyst (CAIA) Association qualification is also useful
  • 7+ years of investment experience, preferably in an asset allocation, risk management or investment strategy role. Experience can be from a sell-side or buy-side investment firm, an investment consultancy or a client institution (in particular an insurer or an official institution)
  • Expertise working with Asian institutional investors is preferred, in particular either insurers or official institutions (central bank reserve managers, national pension funds, sovereign wealth funds); familiarity with each of these investors’ regulatory environments, constraints, typical asset allocation and investment strategies
  • Familiarity with a wide range of institutional investment strategies including fundamental and quantitative equity and fixed income strategies, alternatives, risk parity and other strategies
  • Practical understanding of re-balancing and operational considerations for multi-strategy portfolio construction is important; previous experience with synthetics-based portfolio implementation (exposure management, completion strategies) would be a significant plus
  • Ability to contribute to and direct meetings fluently and articulately in English is essential; the ability to meet with, correspond and present to clients in an Asian language (preferably Korean or Mandarin Chinese) would be a significant plus
  • Clear ability to effectively tailor the communication of complicated investment issues to investors with varying degrees of sophistication
  • Experience delivering presentations to small groups and large audiences (investment boards, conferences, etc.)
  • Demonstrable leadership ability, via effective internal communications, stakeholder management and project management skills, as well as mentoring of junior staff
  • Able to maintain good working relationships with the Institutional Client Business, the wider BlackRock Solutions® business (including Client Solutions teams in the US, EMEA and Japan) and across the BlackRock investment platform
  • Clear understanding of investment risk philosophy and experience with risk management tools and systems is essential; familiarity with the Aladdin® platform and Risk Tools suite would be a significant plus
  • Expertise with optimization (deterministic and stochastic), simulation, and stress testing analysis
5

Rates Strategist Resume Examples & Samples

  • Follow interest rate markets and major central banks
  • Develop quantitative models of interest rates, spreads and volatility
  • Develop and productionize RV reports within the Blackrock analytical framework
  • Generate thematic and RV trade ideas
  • Work with individual portfolio managers to implement trades in client portfolios
  • Research “long shelf life” trading themes
6

Credit Risk Strategist Resume Examples & Samples

  • Work with partners in developing Operational Key Risk Indicators and associated benchmark
  • Develop and maintain Standardized reporting - increasing efficiency and self-service capabilities
  • Advanced PC Skills, Word, Powerpoint, and Excel (graphs, charts, formulas etc..)
  • 2-4 years of experience in Consumer Lending Business Analysis, Risk or related Financial Analysis
  • Ability to prioritize goals to meet business objectives and work under pressure and multi-task in a fast-paced environment
  • Consumer Credit experience; incumbent should possess an understanding of the risk management practices of consumer lenders (preferably US Retail Bank)
  • Excellent verbal and written communication skills - ability to liaison with cross functional groups, present results to senior leaders, create effective presentations
  • Thought clarity
7

Credit Risk Strategist Resume Examples & Samples

  • May work on several projects and processes
  • Master degree in a quantitative discipline; Math, Finance, Statistics, Economics or equivalent work/training is
  • 4+ years of related analytical experience
  • Strong knowledge and understanding of financial services
  • Strong analytical, technical and statistical skills. Ability to synthesize / analyze diverse information, develops
  • Strong communication and interpersonal skills, ability to interact with individuals across departments / functions and
  • Strong SAS programming : ( Base and Macros), Unix, and SQL programming skills
  • Strong MS Excel and MS PowerPoint skills
  • Minimum qualification : Post Graduates and above
  • 4+ years of US risk management experience
  • Prior experience of working in US card industry
  • Prior experience in strategy / policy role
8

IMD, PWM, Strategist, Analyst / Associate Resume Examples & Samples

  • Developing and maintaining risk management and investment tools across multiple asset classes for portfolio managers and traders
  • Providing quantitative rationale & analysis to market structured products and managed investment strategies
  • Generating risk analysis for senior management
  • Designing customized hedging and investment strategies for high-net-worth individuals
  • Strong communications skills are essential
  • Strong background in a quantitative discipline
  • Programming skills and/or math background are required
  • Intelligence, creativity, and problem-solving skills
  • A self-starter, should have ability to work independently as well as thrive in a team environment
9

Product Strategist Resume Examples & Samples

  • Deliver highest quality investment communication to a wide range of clients & prospects
  • Enable "minimal distraction" for portfolio managers
  • Deliver/present highest quality product information to clients, prospects and internal marketing & sales teams with a view to increasing the team’s assets under management
  • Maintain and develop a universe of contacts internally and externally
  • Assist in educating the sales force where appropriate on the Global Equity team’s strategies
  • Assist in developing the Global Equity team’s marketing strategy
  • Assist in the preparation of product presentations
  • Product messaging and positioning
  • Building industry knowledge
  • Customisation and editing/checking of product RFP/RFIs
  • Work with the Global Product Strategist group to ensure best practice across the team, implementing new ideas and adopting beneficial strategies
  • Confident person capable of engaging with internal and external client base
  • MBA, IMC and/or CFA or other professional or higher degree desirable
  • Ability to confidently present to small and large audiences
  • Technical and quantitative - must be able to understand and articulate investment management strategies & concepts clearly and with confidence
  • Combine attention to detail with a flexible approach
  • Series 7 and 66/63
10

Brs-cs-strategist, Amsterdam, Associate / VP Resume Examples & Samples

  • Support senior team members to create discussion materials and analytical output in support of the review of investment challenges and presentation of credible solutions, involving various products and services offered by BlackRock
  • Working with other professionals across the Strategy, Portfolio Management and Portfolio Analytics Group, perform analysis of liability cash flows and implications for asset allocation and risk budgeting decisions
  • Develop a working knowledge and application of a wide range of funds, strategies and derivative products which constitute building blocks of portfolios and proposed solutions
  • Conduct analysis of the whole investment portfolios and liabilities of pension plans and other investors
  • Prepare new business materials
  • Prepare and help lead complex project plans for business development, existing mandates and special projects
  • Support client communication
  • Support for thought leadership pieces pertaining to market, strategy, regulatory and other developments of note
  • Experience of a wide range of investment instruments and strategies typical for pension funds and insurance companies Prior experience in the Dutch pension or insurance sector
  • Fluency in Dutch and English required. Other European languages advantageous
  • Multi asset solutions or consulting experience would be advantageous
  • Knowledge of a range of derivatives and investments would be advantageous
  • Quantitative skills would be advantageous
  • Experience with Bloomberg/Datastream would be advantageous
  • At least degree level education in a financial or economic subject required
11

Brs-client Solutions, Client Strategist Resume Examples & Samples

  • Listen better than anyone else
  • Strengthen relationship with a client (public pensions, large-sized corp. pensions, Lifers and Banks) in collaboration with ICB/Strategic Client Program (SCP)
  • Propose value-added solutions in asset allocation (including liability risk, LDI), risk budget (based on asset risks and risk factors), manager structure including alternatives studies, governance structure and so on
  • Deliver a quantitative risk monitoring of a client total portfolio utilizing Aladdin and advice on risk management
  • Client communication (regular, ad-hoc) about multi-asset customized portfolio managed by US Portfolio Management team
  • Research and development activity of insightful and effective investment solutions and improvement of research infrastructure in collaboration with global teams
  • Make the speech at internal/external seminar and write articles and papers, as appropriate
  • Contribute to building on our strength as a team
  • Experience in working as Analyst, Researcher, Investment Consultant or Portfolio Manager (can be an assistant level)
  • Emphasize client-facing experiences and abilities
  • Knowledge as an actuary a plus (not required)
  • Educated to degree level (minimum)
  • Native level Japanese and high fluency in English
  • CFA and/or CMA qualified
  • Computer proficiency in Excel (including VBA), PowerPoint, Access and Word
  • Programming experience a plus (not required): Unix. Script language and MatLab
12

Senior Credit Risk Strategist Resume Examples & Samples

  • Conducts moderate to complex analysis. Assists in developing, maintaining, and improving program analysis of transaction trends, fraud strategy effectiveness
  • Analyze the loss due to fraud and overdraft and work with partners in loss forecasting
  • Minimum qualification : Bachelors degree
  • Strong SAS programming, SQL programming skills
  • 4-6 years of experience in Consumer Lending Business Analysis, Risk or related Financial Analysis
  • Ability to understand business needs, diagnose performance issues, and develop recommendations through combination of data analysis and business critical thinking
  • Familiarity with current analytical techniques, e.g. regression, decision trees, segmentation techniques, etc and experience with portfolio management and/or loss forecasting
13

Junior Product Strategist Resume Examples & Samples

  • Maintain an up to date knowledge base on the investment team’s activities and outlook, and competitive positioning
  • Prepare product presentations for prospects and existing clients
  • Prepare portfolio reviews, market updates and other timely marketing materials that can be shared with account managers and clients
  • Editing/checking of product RFP/RFIs
  • Quarterly and monthly commentary writing to include performance attribution
  • Conduct ad-hoc data analysis projects to help position the Fund
  • Maintain and develop a universe of contacts with the sales force for the current retail products
  • Experience in, or strong knowledge of, equity investments industry preferred
  • Sharp oral and written communications skills
  • Advanced PowerPoint and Excel skills
  • Series 7 and 66/63 preferred, required within 9 months
  • Progress toward CFA designation preferred
14

Product Strategist Resume Examples & Samples

  • The candidate will be a key member of the London based Portfolio Management Group and will support the Product Strategy function helping to develop materials for our fund stakeholders that assist in telling the BlackRock story
  • Engage clients and distribution partners: Develop a network of client relationships through a consultative approach with the goal of developing a deep understanding of their needs. Produce client-specific material for customised presentations, in partnership with distribution teams
  • Create and maintain product information: capabilities documents, product marketing presentations, etc.. Work closely with other members of the team to create compelling product collateral
  • Develop new products: work with distribution partners and Strategic Product Management group to identify gaps in product offering, prioritise product development projects for the EMEA Cash business, and help implement. This may include: separate accounts, new funds and share classes, etc
  • Support the process and develop “best-in-class’ client experience for Separately Managed Accounts as well as becoming the go to person for cash queries from our internal stakeholders (ICB, GCR, SSG etc)
  • Strengthen consultant relationships: contribute to the development of relationships with the consultant community in co-ordination with the Global Consultant Relationship team. Produce education material and relevant product and market data to share with consultants
  • Provide strategic investment advice to clients and prospects across the European and global Cash business
  • Assist with the Rating Agency relationship and monitoring of the triple-A rating with a view to becoming primarily responsible for this interface
  • Continue to co-ordinate with SSG globally to reflect a Global Product Specialist function
  • BA/BS with a preference in Finance and evidence of broad skill set (option: CFA or MBA preferred – depending on level)
  • Understanding of regulatory practices internationally as well as in the US for money markets
  • Fixed income, capital markets and/or economics knowledge preferred
  • Excellent interpersonal skills and ability to coordinate between various groups including Strategy, Portfolio Teams, Sector Specialists, ICB, Legal, and other areas
  • Detail-oriented and be able to multi-task effectively
  • Analytical skills with an ability to understand and translate complex markets into client communications
  • Creative and critical thinker
  • Achievement- and team-oriented
  • Microsoft Office skills (Excel, Powerpoint, Word) required
15

Product Strategist Fundamental Fixed Income Resume Examples & Samples

  • Creation and maintenance of presentation materials for Euro funds
  • Assist in periodic reporting for funds, working closely with senior strategists
  • Support in the production of proactive sales tools and topical pieces (eg BlackRock Bullets, Snapshots)
  • Assist with written materials for marketing (eg Standard RFI’s and fund fact materials)
  • Servicing of ad hoc data requests and client information needs
  • Preparation of documents for client meetings/calls
  • Involvement in marketing of new products and product pushes for existing funds
  • Attendance at PMG fixed income investment meetings as a key input for preparing client materials
  • Build relationships across regional sales support teams as a fixed income representative
  • Build strong relationships with the Fund Managers as a representative of the Strategy team
  • Work effectively with the Fundamental, Index and Model-Based strategists to contribute to the effectiveness of the Strategist team as a whole
  • Willingness to build investment knowledge and keen interest in fixed income markets
  • Communication skills: excellent written and spoken communication skills
  • European language skills essential
  • Flair for marketing and communicating sales ideas
  • IMC preferable (and required longer-term)
  • Strong team player, and a collaborative and cooperative approach to tasks
  • Well organised and able to project manage and meet deadlines
16

Fixed Income Product Strategist Resume Examples & Samples

  • Product Development: work with institutional sales teams to identify gaps in product offering, work with the product management groups to prioritise and implement new products. This may include: separate accounts, new share classes, etc
  • Create and maintain product information: capabilities documents, monthly commentary, product presentations. Work closely with other members of the team to create convincing product strategy material
  • Engage clients: Develop a network of client relationships through a consultative approach with the goal of developing a deep understanding of their needs. Produce client-specific material for customised presentations, in partnership with the International Client Business
  • Monitor competitive universe: keep track of products and performance of other asset managers
  • Client Account Planning: Work with BlackRock's account managers to identify key client decision makers and determine responsibilities, preferences and touch points with BlackRock and competitors. Distribution channels currently include: defined benefit and defined contribution plans, endowments and foundations
  • Consultant relationships: develop relationships with the consultant community in co-ordination with the Global Consultant Relationship team. Produce education material and relevant product and market data to share with consultants
  • Results Tracking/Performance Monitoring: Develop and maintain metric tracking for production, product pipeline, meeting initiation, quality of interactions and follow-up with existing client relationships
  • Thought Piece Creation/Awareness Efforts and External engagement, including educational sessions for clients: Through working closely with investment teams, the successful candidate will author thought pieces for showcasing with clients and for meeting initiation
  • Provide strategic investment advice to clients and prospects representing UK Model Based Active and Index
  • Experience in the money management industry with a good understanding of the asset management sales process as it relates to European institutional investors
  • Evidence of successful client and consultant engagement
  • Experience of managing team members an advantage
  • Strong knowledge of Excel and PowerPoint essential, in addition to Bloomberg and DataStream
17

Credit Risk Strategist Resume Examples & Samples

  • Interpret large amounts of complex data to formulate problem statement, concise conclusions regardingunderlying risk dynamics trends and opportunities
  • Develop, communicate and implement optimal risk strategies (including rules, cutoffs, policies, operational flows,etc.)
  • Identify key risk indicators and metrics, develop key metrics, enhance reporting and formulate areas of analytic focus to better capture and manage the asset quality of the portfolio
  • Provide subject matter expertise on strategy implementation/testing and initiatives related to the improvement ofrisk mitigation processes and infrastructure
  • Identify, evaluate and leverage external data sources and analytical solutions to enhance risk strategies
  • Work with cross-functional partners, e.g., Finance, Credit, Technology and Business to understand and address key business challenges
  • Consumer Credit experience; incumbent should possess an understanding of the risk management practices of consumer lenders (preferably US auto lenders)
18

Wealth Strategist Resume Examples & Samples

  • 0 - 7 years of experience; Work experience in financial related / analytical roles preferred
  • Bachelor degree required with major in finance or business preferred
  • Series 7 and 66 required
19

Senior Asset Allocation Strategist Resume Examples & Samples

  • Leading a small team of asset allocations strategists working with GIS investment teams, distribution, product, marketing and communications for the US distributed multi-asset funds and investment strategies
  • Communication of our investment process and strategy for various multi-asset products to internal and external clients to the wholesale channel and participation in portfolio review meetings with institutional channel
  • Proactive and direct involvement in the consultative and technical aspects of new business development, including direct involvement in client relationships and indirectly by partnering with Client Advisors
  • Analysing US market for multi-asset products and ensuring products are competitively positioned
  • Developing products and investment strategies in collaboration with our dedicated client relationship management and product development professionals globally as well as portfolio managers
  • Contribution to the asset allocation and currency investment process through (directed) research
  • Presentation of GIS investment insights and perspectives at conferences and client forums
20

Credit Risk Strategist Resume Examples & Samples

  • Deliver concrete analytical solutions to existing/new business problems using a combination of business understanding as well as robust statistical tools; use techniques like linear regression, clustering algorithms, segmentation, factor analysis to solve problems at hand; propose data driven business strategies
  • Validation and tracking of strategies/solutions at regular intervals and propose modifications from time to time
  • Work in a cross-functional, multi-geography team, effectively sharing knowledge and ideas; work with different business partners to create a collaborative work environment of learning as well as efficient execution
21

Senior.operations Strategist Resume Examples & Samples

  • Create mid- to long-term (2-5 year) business strategies, as assigned, formulate tactics and evaluate opportunities and major medium to large, complex initiatives, including technical projects and initiatives, within and across business unit(s). Make recommendations on strategies and initiatives to remove business process gaps/ impacts
  • Analyze the effectiveness of existing and new processes, using critical thinking techniques, project management methodologies and business process analyses
  • Act as SME to identify and recommend business objectives for multiple and/or larger initiatives/ projects of a complex, higher risk nature, adhering to established standards/ practices, developing deliverables, and representing technical business needs and requirements for initiatives
  • Act as primary contact and represent the business unit on medium to large, complex projects and initiatives in support of internal efficiencies and regulatory changes to provide business strategy, analysis and clarification on proposed changes to ensure business interests are effectively communicated and understood. Initiatives may include the development and implementation of new/ revised products/ systems/ enhancements/ processes
  • Lead business/ technology planning and process development for change initiatives
  • Conduct feasibility studies, develop business case requirements and specifications, and recommend business proposals that result in increased effectiveness and positive financial outcomes. This includes cost-benefit analysis and prioritizing the implementation of business cases to achieve the greatest return on investment and/or meet strategic imperatives
  • Lead work streams and initiatives of varying size/ complexity/ risk and internal and external change programs with business unit and/or cross-business unit impact
  • University degree/college diploma or equivalent work experience; professional or MBA qualifications
  • 10+ years of business experience, including experience in leading implementations, group effectiveness and enhancing people performance
  • Advanced knowledge of process and/or project management
  • Knowledge of the Project Life Cycle and Software Development Life Cycle Models (i.e., requirements, testing, impact analysis)
  • Knowledge and understanding of BMO Initiative Decisioning Process (IDP)/ Investment Spend Optimization (ISO)
  • Knowledge and understanding of International Organization for Standardization (ISO) Project Management Methodology, tools and templates
  • Advanced understanding of the Software Development Life Cycle (SDLC) and its relationship to business systems design and implementation
  • Expert knowledge and understanding of the business unit’s key products and services, processes and controls, including specific knowledge of systems and business processes
  • Expert understanding of the business unit’s risk and regulatory requirements
  • Advanced knowledge of the risk factors within the business unit supported, including credit risk, market risk and operational risk management
  • Advanced knowledge of departmental systems and applications
  • Knowledge of the external competitive environment/ industry trends to research best practices
  • Expert knowledge of market economics and competitive dynamics in the North American financial services industry
  • Understanding of financial information to conduct cost-benefit analysis
  • Advanced strategic visioning and critical thinking skills
  • Advanced creativity and innovative leadership skills
  • Advanced analytical and problem-solving skills, with ability to identify and leverage untapped potential for use in process improvements
  • Advanced decision-making skills
  • Advanced risk management skills
  • Advanced project management and business process analysis skills
  • Advanced leadership, relationship management, consulting, networking and influencing skills
  • Advanced conflict management/ resolution skills
  • Advanced change management skills
  • Advanced computer skills
  • Strong ability to translate abstract/ theory into concrete communications
22

Digital Banking Strategist Resume Examples & Samples

  • Defining and driving the strategic roadmap and business strategy based on both market analysis and synthesis and meeting external thought leaders to understand market trends and best practices
  • Work with business unit teams to drive a high quality strategic planning thought process
  • Drive implementation of key tenets of the strategic plan
  • Drive analysis and recommendations on key strategic decisions for Digital Banking and associated partners
  • Interact with senior leaders on Strategy matters
  • 4 years training at a top-tier Strategic Consulting or Investment Banking firm, or equivalent experience
  • Strong proven experience driving implementation of strategic plans
  • Strong experience driving analysis and recommendations on strategic decisions
  • Undergraduate degree from top-tier institution required; MBA from top-tier institution preferred
  • Strong knowledge of the digital industry both within financial services and beyond
  • Ability to manage numerous projects in a fast-paced environment
23

VP-wealth Strategist Resume Examples & Samples

  • Develop recommendations and assist FA/PWA to implement customized planning strategies for Ultra High Net Worth Families
  • Focus on Transfer of inter-generational wealth, estate planning, diversification of concentrated positions, philanthropy, retirement and business succession planning
  • Author whitepapers, articles and other material on topics impacting the UHNW client segment
  • Assist Advisory with the retention of UHNW relationshipsQualifications
  • Law degree with minimum of 5 years of Trust and Estate Planning experience (LLM strongly preferred)
  • Minimum of 10 years of planning experience for UHNW families and individuals
  • Expertise in advanced estate, philanthropic and financial planning concepts and techniques
  • Solid tax and legal research skills
  • Series 7, 63/65 or 66 required
24

Emerging Markets Fixed Income Strategist Resume Examples & Samples

  • Strong knowledge of finance, especially fixed income, and keen interest in financial markets
  • Excellent quantitative and analytical skills and superior excel skills
  • The ability to work both independently and as a team player
  • Effective organizational and multi-tasking skills; ability to manage multiple projects simultaneously
  • Experience in a similar role would be preferred
  • Macroeconomics background would be an advantage
25

Wealth Strategist Resume Examples & Samples

  • Researches prospect’s financial picture and possible needs to determine how to best provide service
  • Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets, and develops alternatives (e.g. creation of living or
  • Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate, and tax planning)
  • Develops and maintains an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning to ensure the compliance of financial planning activities
  • Initiates and follows through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate
  • Maintains periodic contact with client and acts as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions)
  • Cross-sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank
26

Senior Credit Risk Strategist Resume Examples & Samples

  • Bachelor's degree in a quantitative discipline; Math, Finance, Statistics, Economics or equivalent work/training is required; advanced degree is preferred
  • Minimum of 5 years of related analytical experience
  • In depth knowledge of Authorizations capabilities, metrics, and strategy
  • Strong analytical, technical and statistical skills. Ability to synthesize / analyze diverse information, develops recommendations, and makes decisions
  • Strong communication and interpersonal skills, ability to interact with individuals across departments / functions and with senior-level individuals. Ability to work independently
  • Proven record in problem solving and business innovation. Ability to thrive in a dynamic and fast-paced environment. Staff management skills
  • Strong knowledge of SAS, SQL, Excel and other analytic tools required
27

Wealth Strategist Resume Examples & Samples

  • Summarizes account assets to determine eligibility, qualifications, and tax classification
  • Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal
  • 5 - 10 years of business development experience with focus on developing investment management, trust and banking clients
28

Credit Risk Strategist Resume Examples & Samples

  • 3+ years of related analytical experience
  • Project Management skills ability to work within time constraints in a highly regulated industry
  • Exhibited leadership and desire to oversee the development of credit analysts in the team
  • 2+ years of SAS programming experience (PC, UNIX or mainframe)
  • Highly proficient in Microsoft Office suite of products
29

Partner Strategist Resume Examples & Samples

  • Research, organize, and distribute information related to SEO, traffic retention, and overall viewership growth
  • Work with 30-50 YouTube partners on troubleshooting, glitches, payment, etc
  • Create and execute strategies to grow viewership for channels through best practices, programming and talent collaborations
  • Give creative/constructive feedback to content creators on existing formats and work with talent to develop new shows
  • Connect talent with everything Maker has to offer including merchandise, social media, brand opportunities, and production support to help grow audience and revenue
  • Develop expertise in the YouTube platform and utilize that knowledge to create actionable plans to drive grow and channel success
  • Identify trending needs within the network, and present this information to his/her manager and team at Maker
  • Identify rapidly-growing channels and work to promote their content
  • Identify channels who are earning high/low RPMs, and work to optimize/promote content
  • Develop viewership growth strategy for channels through implementation of YouTube best practices and coordinate collaborations with other talent
  • Critically analyze data, and turn findings into actionable information
  • Other responsibilities related to network and channel development as assigned
  • The ability to thrive in a rapidly-changing workplace
  • A keen interest in SEO
  • The ability to research new topics quickly and efficiently
  • Proficient in the use of office software (Word, Excel), Google Docs
  • Ability to work on multiple projects over a long period of time
  • A solid grasp on the social networking & new media environment
  • Previous experience with Sales Force desired, but not mandatory
30

Product Strategist Resume Examples & Samples

  • Support the BLK sales teams by answering qualitative and quantitative questions about our strategies and funds from sales, financial advisors or their clients
  • Learn about fixed income markets, our investment strategies and how each strategy is competitive in the market place
  • Write commentary for investors, shareholders, current clients and prospects
  • Work with the RFP team to complete RFPs and RFIs for our fixed income products
  • Gather competitive data, run volatility and correlation analysis versus our competitors, and draft competitive positioning points for our strategies
  • Oversee, coordinate and/or participate in updating investor performance reporting, presentation materials on the markets and the strategy
  • Maintain marketing materials for all fixed income strategies and funds
  • Prepare management reports for BLK and AFI executives reviewing the FI business; prepare materials for other periodic or ad-hoc internal requests
  • Strong organizational skills, and ability to multi-task quickly and efficiently
  • Attention to detail and a sense of urgency are critical skills
  • Self-starter who can work effectively on their own, while being able to work and with other BLK teams to obtain the data and information necessary to complete our support tasks
  • Strong communication and writing skills
  • Ability to synthesize data from BlackRock’s proprietary systems in a way that easy to understand and relevant for client discussions
  • Highly proficient in Excel, ability to manipulate data in a spreadsheet
  • Highly proficient in PowerPoint, ability to create marketing slides, enhance our sale pitch, and update data
  • Demonstrate ability and interest to evolve into a client facing product specialist
  • BA/BS, with evidence of broad skill set
31

Senior Credit Risk Strategist Resume Examples & Samples

  • Conducts and leads the charge on complex analysis on Consumer and Business banking portfolio risk / loss trends including root cause analysis, loss concentration analysis and link analysis
  • Monitoring of portfolio quality for Consumer and Business Banking through standard risk metrics/key risk indicators
  • Performs analysis on loss trends and is able to work with stateside partners (or independently implement) on fraud detection strategies to reduce losses
  • Develop and maintain standardized reporting on loss components such as compromise card events and status, losses by merchant groupings, etc
  • Mentor junior analytic professional(s) within broader risk management team
  • 5+ years of U.S. consumer lending and /or retail bank risk analytics experience
  • Master’s degree in business management, finance or accounting
  • Advanced PC Skills, Word, PowerPoint, and Excel (graphs, charts, formulas etc..)
  • Strong verbal and written communication in English – have the ability to present information confidently in a crisp and easily understandable way
  • Proactive communication and ability to engage seamlessly to bridge time zones
  • Ability to develop, recommend, and implement financial risk strategies based on well researched facts and analytics
  • Strong communication skills. Strong ability to effectively manage positive relationships with stateside partners
  • Project Management skills; ability to work within time constraints in a highly regulated industry
32

Client Strategist Resume Examples & Samples

  • Advise institutional investors on asset allocation strategies and portfolio construction
  • Consult on topics such as risk management, active risk budgeting, portfolio optimization, liability driven investing, and implementation considerations
  • Conduct in-depth analysis of investors’ portfolios, including bottom-up and top-down
  • Drive new business opportunities and regularly meet with clients for account reviews
  • Deliver presentations in both one-on-one client meetings and larger-scale conferences
  • Lead ad hoc research and compose articles and white papers relevant to clients
  • Interact regularly and communicate effectively with multiple functions across BlackRock
  • Share responsibility for mentoring and developing junior strategists
  • BA/BS; CFA and/or CAIA encouraged; MA or PhD in finance or related are a plus
  • 7+ years of asset management experience
  • Strong analytical/quantitative proficiency
  • Expertise working with institutional investors including public and private pension plans, foundations, endowments, and official institutions; familiarity with each of these investors’ regulatory environments, constraints, typical asset allocation and investment strategies
  • Familiarity with institutional investment strategies including fundamental and quantitative equity and fixed income strategies, alternatives, risk parity and other strategies
  • Clear understanding of investment risk and risk management systems and policies
  • Clear ability to effectively communicate complicated investment issues to investors with varying degrees of sophistication
  • Understanding of operational considerations for multi-strategy portfolio construction
  • Expertise with optimization, simulation, and stress testing analysis
  • Familiarity with MATLAB, R, or other simulation/optimization software is a plus
  • Ability to synthesize and communicate market views, in writing and orally
  • Experience working on and managing large teams
  • Published papers or articles on investment topics are a plus (but not required)
33

Consumer Insights Strategist Resume Examples & Samples

  • Evaluates the Knoxville marketplace media expenditures and collaborates with sales managers on key categories and prospects
  • Performs a deep dive into available data to identify opportunities for categories and specific advertisers to increase their market share and incorporate the benefits of our entire integrated product suite
  • Develops ‘thought leadership’ in key categories (including but not exclusive): Automotive; Retail; Restaurants; Medical; Home Improvement and Personal Injury attorneys. Include ancillary categories related to each key category
  • Correlates insights into potential implications for respective customers and communicates to sales managers and account executives
  • Understands audience based selling principles and how to apply audience analysis in conjunction with research data for creative executions and an overall media strategy focused on the customer’s return on investment
  • Collaborates with sales managers and account executives in customizing an insightful presentation for our customers. May include building key presentation for AEs
  • Participates in client presentations and insight meetings as an extension of the sales team
  • Must be detail oriented and able to hit deadlines
34

European Interest Rates Strategist Resume Examples & Samples

  • In addition, fluency in French, German or Italian would be an advantage
  • Previous experience in Financial Services
  • Degree in Economics, Finance or equivalent
  • Basic statistical proficiency and practical experience in time series analysis
  • Strong capabilities to communicate clearly both in written work and in verbally
35

Partner Strategist Resume Examples & Samples

  • Knowledge of the Fashion & Beauty space
  • Experience in New Media, Talent/Artist Relations, Public Relations and/or Marketing
  • Experience with and knowledge of video platforms such as YouTube or Vimeo,
  • Social Media expertise, particularly with Twitter and Facebook
  • Multilingual a plus, especially Spanish, Russia, Mandarin, and Portuguese
  • Experience with Branded Entertainment and Integrations a plus
  • Training or certification in YouTube, New Media, Social Media audience, data or content strategy
  • Media or content development experience
  • Data analysis or statistical experience
36

Senior Strategist Resume Examples & Samples

  • A self-starter
  • Organized (able to manage their own time/budgets)
  • Confident and articulate
  • Able to think analytically
  • Brand Architecture
  • Brand Positioning / Essence - Innovation
  • Identification/population of opportunity areas for innovation/design
  • Structuring a pitch
  • Research methodologies
  • Working closely with a creative team to ensure the work remains on strategy throughout the life of a project
  • Plan and analyse a brand/category/parallel category audit
  • Plan and facilitate small-medium size workshops (internal and external)
  • Write concepts
  • Research new business opportunities
  • Create client-facing presentation decks
  • Craft a well-written and inspirational creative brief
  • Be able to attend research and formulate an opinion on the results
37

Product Strategist Resume Examples & Samples

  • Lead/attend client and prospect meetings, including pitching for new business, reviewing key positions, portfolio construction and performance with clients and internal stakeholders and satisfy ad hoc requests for information and analysis
  • Assist with product development on new and existing products
  • Project manage new fund/product launches and help with maintenance of existing funds
  • Create, develop and maintain marketing materials including thought pieces to assist in creation/awareness efforts and external engagement
  • Conduct portfolio analysis and create market updates to support new product design and investor relations
  • Support client reporting process as needed / relevant
  • Support and project manage the firm’s response to client and prospect due diligence, including managing and leading operational due diligence meetings
  • Drive Investment Management Agreement process with internal Legal department as part of client onboarding for separate account mandates
  • Work with portfolio managers to understand and be able to communicate current market conditions (including risk and pricing) and the opportunities arising for clients
  • Liaise with internal sales force and marketing, shareholder services, legal, and other teams
  • Understand and analyse how the team’s products fit into investor portfolios
  • Identify and develop prospective clients
  • Perform / highlight product and competitor analysis for current and envisaged products
  • Extensive experience in the financial services industry, experience in the residential mortgage whole loan or RMBS / securitisation markets would be an advantage
  • Client facing experience and alternative products knowledge
  • Process management experience. Ability to deliver highly reliable and detail-orientated project management in time pressured circumstances
  • An ambitious and highly motivated self-starter with a strong work ethic and professional disposition
  • Strong academic background with a minimum of a Bachelors degree, CFA qualification or candidacy an advantage
  • Strong knowledge of Excel and PowerPoint essential
  • Excellent written and spoken English, fluency in additional European languages highly desirable
38

Product Development Strategist Resume Examples & Samples

  • A Bachelor's degree in marketing, business or related field is required; MBA preferred
  • A minimum of 3+ of experience in B2B marketing and/or business development experience, as well as experience in a B2B revenue generation environment, preferably within a world-class marketing ans sales organization, is desired
  • Experience in utilizing traditional media, as well as digital and social channels for marketing, brand building and sales
  • A passion for innovation and start-up culture
  • Thrive in fast-paced environments, flexible and able to roll with changing scenarios
  • A change agent, who flees from complacency and thrives on challenging yourself to push beyond conventional thinking
  • A problem solver that make things happen and works well with others to build constructive and effective relationships
  • Seeks initiative, volunteers readily, and undertakes self-development activities
  • Seeks increased responsibilities, and take independent actions and calculated risks
  • Detail-oriented; someone who rolls up their sleeves and gets the job done
  • An intellectual curiosity to surface insights and implications and use this knowledge to think creatively about solutions
39

Strategist, VP Resume Examples & Samples

  • Communicates recommendations on the purchase, sale or holding of securities to traders and institutional clients in cooperation with sales force [or directly with clients]
  • Responds to requests from sales force and clients for analysis/advice within assigned area
  • Supports Debt Capital Markets on HSBC new issues for both Investment Grade and High Yield
  • Deep knowledge of the US High Yield and Investment Grade markets
  • BA/BS degree in Finance, Economics or related field of research
  • FINRA Series 7 and Series 63 registered
40

Strategist Resume Examples & Samples

  • Provide excellent service to existing clients and contribute to the growth of the business globally
  • Create and maintain materials including commentaries, presentations, and internal analysis
  • Own the production of ad hoc analysis and requests for clients and prospects
  • Develop in depth competitor awareness including new product launches and competitor performance
  • Partner with BlackRock’s institutional and retail client groups
  • Support new product and vehicle development
  • Monitor and analyze business performance
  • Contribute to thought leadership and awareness in collaboration with research and portfolio management
  • Passionate about investing, fundamentally curious and self-motivated
  • Client service mindset
  • Strong quantitative skills and attention to detail (Matlab skills preferred)
  • Exceptional communication skills and the ability to synthesize and articulate complex issues and ideas
  • Knowledge of strategic asset allocation theories/practices and capital markets knowledge across a broad range of asset classes
  • 2-5 years experience in investment management
41

End-user Computing Technology Strategist Resume Examples & Samples

  • Minimum 5-7 years working experience supporting Desired Skills & Experience
  • Degree in Computer Science, Information Technology, or Business Administration, or equivalent work experience
  • Ability to prioritize work load
  • Experience managing the implementation of new technologies into an enterprise environment
  • Proficient in Microsoft Office, particularly Sharepoint, and PowerPoint
  • Certifications from Microsoft, Apple, Cisco, etc
  • Ability to develop and deliver presentations to an audience made up of diverse skill levels
42

Associate Strategist Resume Examples & Samples

  • Define and execute a communication and publication strategy building Global AM and GIS brand around our investment research and oversee and edit all publications that are not product specific, including expressing GIS macro-economic, asset allocation and currency views
  • Originate research communication pieces in line with GIS communication strategy and client needs for all regions and channels
  • Ensure the quality and effectiveness of written communication is best practice an effective in client communication globally and responsible for collecting feedback from markets globally and ensuring continuous improvement in collaboration with global communication
  • Define and manage the content of annual, quarterly and monthly communication pieces, technical white papers, market event updates and regular columns
  • Work closely with GIS investment professionals from the investment strategy teams as well as the Global AM communications teams
43

FID, Fixed Income & Strategist, VP / DIR Resume Examples & Samples

  • Supporting/ leading project management of strategic initiatives as necessary
  • Performing financial analysis to assist in decision making at the highest level of management
  • LI-JV1*
  • Excellent presentation skills – problem structuring, logical thinking and story-lining essential
  • Solid analytical and problem solving skills
  • Outstanding influencing and interpersonal skills, ability to work effectively with cross-functional teams
  • Ability to exercise independent judgment and discretion in confidential matters
  • Excellent academic background from a top tier university
  • Exposure to and knowledge of financial markets, ideally in Fixed Income
  • Solid experience in strategy consulting, investment banking or business development
  • Working knowledge of Fixed Income products and market trends. An understanding of Credit Suisse strategy, competitive positioning and financial institutions landscape would be helpful, or a desire to quickly learn
44

Credit Risk Strategist Resume Examples & Samples

  • Interpret large amounts of complex data to formulate problem statement, concise conclusions regarding underlying risk dynamics trends and opportunities
  • Develop, communicate and implement optimal risk strategies (including rules, cutoffs, policies, operational flows, etc.)
  • Provide subject matter expertise on strategy implementation/testing and initiatives related to the improvement of risk mitigation processes and infrastructure
45

Consumer Insights Strategist Resume Examples & Samples

  • Evaluates the DC marketplace media expenditures and collaborates with sales managers on key categories and prospects
  • Performs in-depth analysis of data to identify opportunities for categories and specific advertisers to increase their market share and incorporate the benefits of our entire integrated product suite
  • Develops ‘thought leadership’ in key categories (including but not exclusive): Automotive; Retail; Restaurants; Medical; Home Services, Home Improvement and Professional Services (ie Attorneys). Include ancillary categories related to each key category
  • Correlates insights into potential implications for respective customers and communicates to sales managers, account executives and digital marketing consultants alike
  • Collaborates with sales managers, account executives and digital marketing consultants in customizing an insightful presentation for our customers
  • Collaborates with the account executive to ensure execution of customer’s business objectives in an effort to align the creative with the client needs and overall account strategy
46

Senior Credit Risk Strategist Resume Examples & Samples

  • Responsible for managing risk analytics work involving reporting , analysis and forecasting for Consumer and Business Banking
  • Develop methodology to analyze data to predict risks and work with stateside partners to implement strategies to minimize risk
  • Continuously look for ways to enhance reporting and forecasting processes
  • Lead a team and direct daily work within a matrix organization ensuring that loss trends are constantly monitored, analyzed and reported on
  • Provide coaching and mentoring to a group of analytic professionals
  • 7+ years of U.S. consumer lending and /or retail bank risk analytics experience
  • 2+ years of experience in managing a team of analytics professionals
  • Strong knowledge of SAS, SQL. Should have 5+ years of SAS coding experience
  • Strong project management skills and ability to work within time constraints
47

FID, Strategist, ENO / AVP Resume Examples & Samples

  • Creating strategy presentations (e.g. board presentations, employee town halls, regulatory presentations)
  • Providing business management support for regular management meetings
  • Supporting the project management of strategic initiatives
  • Liaising with other parts of the firm on strategic initiatives (e.g. IB COO, Product COOs)
  • Supporting the Global Head of Fixed Income / Co-Head of Investment Banking / CEO of EMEA
  • Excellent PowerPoint skills – problem structuring and story-lining a plus
  • Solid Excel and analytical skills – ability to problem solve
  • Proficient written and verbal communication skills
  • Excellent academic background from a top tier university (CFA or MBA a plus)
  • Exposure to and knowledge of financial markets
  • Confidence and ability to work with senior management
  • Ability to work under pressure and be a team player
  • Experience in strategy consulting, investment banking or business development
  • Working knowledge of Fixed Income products and market trends
48

GS Bank, Strategist, Analyst / Associate Resume Examples & Samples

  • Develop portfolio management and risk infrastructure for the lending portfolio in the Bank
  • Develop tools and analytics to optimize the lending portfolio while considering liquidity and capital constraints
  • Develop tools and systems for Asset Liability Management of the balance sheet which enables senior management to make informed decisions with respect to changes in liquidity, income, and capital
  • Master’s degree in math, physics, engineering, or computer science
  • Strong coding and software design skills preferably with a working knowledge of C, C++, or Java. Knowledge of SecDB/Slang is a plus
  • Knowledge of credit markets and products preferred
  • Experience as a developer working on a trading desk or similar environment
  • Standard finance knowledge essential ( Financial Engineering knowledge preferred )
49

SAE Product Strategist, Director Resume Examples & Samples

  • Serve as a key member of the SAE investment team, managing portfolios and delivering alpha research
  • Dedicated to solidifying BlackRock's client relationships by providing the highest level of product and investment expertise as well as client service for which the firm is known
  • Prepare portfolio reviews, market updates and other special research projects that can be shared with account managers and clients
  • Act as the liaison between the investment team and all other areas of BlackRock (compliance, legal, operations, marketing, sales) to help resolve any issues and ensure the team’s message is consistent, accurate and up to date
  • Provide clients, prospects, consultants and/or intermediaries with ongoing updates about SAE’s product performance and product positioning, as well as philosophy, process, and outlook
  • Drive new business opportunities, marketing, and responding to requests for proposals
  • Works collegially within the broader group and firm, help cross fertilize insights and opportunities, and provide thought leadership in the engagement with client businesses and clients
  • Represents SAE in internal firm-wide investment forums, and engages with client businesses and clients
  • Fluent Mandarin speaker
  • Presence, maturity and credibility to present effectively to external investors
  • Deep insight into financial markets and the macroeconomic environment
  • Additional experience outside of equities such as fixed income, currencies, or commodities a plus
  • Willingness to travel globally, and ability to travel at least 60-70% of the time
  • Collaborative and cooperative approach to tasks
  • Ambitious work ethic and professional disposition
  • Strong academic background in a variety of analytical, financial, and technical degrees a plus
  • Statistics/econometrics and programming skills ideally in Matlab, R, Python, or high level languages (C, Java) a plus
50

Global Allocation Product Strategist, VP Resume Examples & Samples

  • Serve as a key member of the Global Allocation investment team, dedicated to solidifying BlackRock's client relationships by providing the highest level of product and investment expertise as well as client service for which the firm is known
  • Demonstrate a full understanding BlackRock’s Global Allocation strategy
  • Participate in investment strategy meetings with portfolio managers and maintain an up to date knowledge base on investment team activities and outlook
  • Ensure timely delivery of high quality communications, both written and oral, that cover product information as well as up to date global market analysis
  • Work closely with investment team to prepare portfolio reviews, market updates and other special research projects that can be shared with account managers and clients
  • Provide clients, prospects, consultants and/or intermediaries with ongoing updates about Global Allocation’s performance and product positioning, as well as philosophy, process, and outlook
  • Assist in new business opportunities, marketing, and responding to requests for proposals (RFPs)
  • Promote high quality output and maintain oversight for all materials produced representing the investment team and their respective products
  • Commercially oriented professional who can help close business; high Equity and sales orientation
  • Strong written, verbal and interpersonal communication skills to clearly articulate sophisticated concepts, ideas, and processes
  • Extensive capital markets knowledge and ability to deal with a range of asset classes
  • Disciplined organization and project management skills
  • MBA and/or CFA preferred or in the process of obtaining the designation
51

Ishares Product Strategist Resume Examples & Samples

  • Create and maintain product information: capabilities documents, bond market commentary, product presentations. Work closely with other members of the team to create convincing product strategy material with appropriate messaging and product positioning for sales teams covering both institutional and retail channels
  • Thought leadership / white paper creation: working closely with investment and distribution teams, the successful candidate will author thought pieces for showcasing with clients and for meeting initiation
  • Monitor competitive universe: keep track of products and performance of other asset managers and product competitive analyses
  • Product Development: work with iShares product and fixed income partner teams to identify gaps in product offering, work with the product management groups to prioritise and implement new products and enhancements
  • Engage clients: Having a consultative approach with the goal of developing a deep understanding of client needs. Produce client-specific material for customised presentations, in partnership with the iShares Business
  • Strong fixed income knowledge and technical skills, fixed income index familiarity
  • Research / quantitative background an advantage
  • Experience in the money management industry with a good understanding of the asset management sales process
  • Presence, maturity and credibility to present effectively
  • Disciplined organisation and project management skills
  • Strong knowledge of Excel and PowerPoint essential, in addition to Bloomberg
52

Academic Strategist Resume Examples & Samples

  • Create efficacy strategy and plans, in collaboration with named clients and colleagues in Pearson’s Sales and Services teams, to ensure specific client engagements and implementations generate auditable research and evidence of impact on learners
  • Help specific clients and Pearson client-serving teams embed and continuously improve efficacy within their own systems and practices via Pearson products and services
  • Advise clients, colleagues and senior management in clear language about optimizing large-scale product and services implementations for: a) learner outcomes, b) client relationships, and c) the organization
  • Create instructional documentation and materials to support best practices implementation and new learning design and at times, script and facilitate client faculty training sessions
  • With your Pearson account colleagues, scope out requirements for needed faculty and student services, such as professional development
  • Review current large scale or otherwise critical implementations to determine improvement opportunities, via redesign and/or faculty and student services
  • Continuously monitor progress and identify, communicate and address risks re: achieving learner outcomes and the client-Pearson strategic relationship
  • Regularly report on client engagement progress, including learner data and research, via internal and external executive presentations and team/project status reports
  • Plan and execute Efficacy Studies with Pearson and Client data, academic and research experts to analyze performance across products and services, for internal and audited or peer-reviewed public reporting
  • Stay up-to-date on and lead Pearson and client efforts around most recent trends and research re: learner achievement models, technology and best practices
  • 5-10 years combined experience in a learning company and in either: instructional design, learning technology implementation, teaching and learning design, teaching in K12 or post-secondary institution, education leadership and/or education administration or public policy
  • Demonstrate sophisticated written and verbal and visual communication skills and have experience with communicating at an executive level
  • Ability to work autonomously and remotely
  • Work in a fast-paced multidisciplinary environment where new and different products, solutions and models become important rapidly and the landscape is constantly changing
  • Demonstrate ethical responsibilities around learning data, analysis, research and its application
  • Ability to travel as required (25-35%)
53

Lead Analytics Strategist Resume Examples & Samples

  • At the minimum must have a Bachelor’s Degree
  • Must have 5+ years of experience working on interacting with stakeholders, understanding their business problems/challenges, crafting analytic methodologies, helping delivering final insightful recommendations
  • Prior analytics experience with the following will be a big plus (segmentation, modeling, data mining/analysis)
  • Must have 5+ years of experience in project management and ensuring project times lines are being met
  • Full time role, will transfer existing H1 Visa, and relocation assistance may be available Recruiter: Sunil Sud
54

Am Product Strategist Funds Americas Resume Examples & Samples

  • Six years plus financial services experience, with a significant focus in product management, analysis, and strategy
  • Strong leadership, influence, analytical, communication, project management and cross-organization collaboration skills required
  • Knowledge of Market Data tools a plus (Morningstar, t, Strategic Insight, Evestment)
  • CFA preferred but not required
55

Wealth Strategist, Institutional Resume Examples & Samples

  • Participates in industry related conferences and programs which may include speaking engagements
  • Researches prospects' financial picture and possible needs to determine how to best provide service
  • Develops rapport with prospects and arranges meetings to continue the sales process. Presents bank product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.)
  • Develops and maintains an understanding of all applicable federal, state, and local laws and regulations to ensure the compliance of financial planning activities
  • 6 years minimum experience in an institutional sales or related role. In-depth knowledge of the target market and the assigned territory. CIMA, Series 7 and 63
56

Customer Experience Strategist Resume Examples & Samples

  • Collaborates with CX and program leads to determine program approach and timelines that best leverage CX principles that deliver greatness throughout the digital ecosystem
  • Presents status and CX performance reporting to key stakeholders, in partnership with program leads; develops effective contingency plans to overcome unexpected obstacles
  • Provides direction and oversight to ensure business and user experience objectives are being met from the point of project initiation through concept, design, development, and ongoing refinement
  • Identifies strategic opportunities for improvement through interpretation of industry trends and consumer insights; collaborates with the management team to formulate and execute action plans against identified opportunities
  • Recommends analysis and reporting requirements for new digital strategies to include new product features and functionalities
  • Minimum of 8-10 years of user interaction design and information architecture for highly transactional digital experiences
  • Minimum 5 years’ experience in strategic planning inclusive of user experience
  • Ability to grasp complex concepts and systems quickly, and express them in simple ways
  • Experience in developing requirements documents, wireframes, and presentations
  • Advanced knowledge of digital technology and commerce
57

Macro Analyst / Strategist Resume Examples & Samples

  • To assist the Fund Managers with macro strategy and analysis through effective communication, written reports and research
  • Communicate relevant information to the team
  • Contributes to performance of Team Funds in accordance with investment objectives and the regulatory environment
  • Effectively analyses and models financial and economic data, proactively uses information and contributes to investment thinking within the department and ensures own best ideas are represented in the Funds
  • Attends conferences and other events to stay informed of industry and economic developments
  • Makes optimal use of available resources, including research, technology and support networks
  • Develops and maintains own investment expertise through building and maintaining effective relationships with brokers, analysts, company management and internal contacts
  • Provides general support for the Fund Managers in preparing presentations, reports etc
  • Acts as a point of contact for the Funds and the Retail business to external and internal clients, thereby making a positive contribution to the Sales and Marketing effort
  • Demonstrable analytical experience; ideally having worked with macro-economic or financial market data
  • University degree, or Postgraduate degree is essential (2.1 is the required entry level), preferably in a financial or economic discipline and professional (investment or accountancy) examinations are an advantage
  • Attained relevant T&C category exams or exempt due to being ‘grandfathered&#8217
  • IMC (Investment Management Certificate)
  • IIMR (Institute of Investment Management Research)
  • CFA (Chartered Financial Analyst Qualification) desirable
58

Portfolio Strategist Intern Resume Examples & Samples

  • Assist with asset allocation modeling and economic regimes
  • Assist in the development of portfolio management tools
  • Ad hoc portfolio research
  • Knowledge of SQL, VBA, or PHP
  • Interpersonal skills necessary to communicate effectively with a variety of individuals is required
  • The ability to cooperate in a team environment is critical
  • Strong analytical and modeling skills
  • Strong Microsoft Office skills
59

IT Strategist Resume Examples & Samples

  • 10+ years of experience with Marine Corps enterprise IT operations
  • Experience with leading programs involving Cyber, network management, and IT operations
  • MA or MS degree in an IT-related field preferred
60

IT Data Strategist, Senior Resume Examples & Samples

  • 5+ years of experience with IT consulting for DoD, federal, or commercial clients, including systems design, development, and deployment
  • 5+ years of experience with DoD data and IT standards, DoD Net-Centric data and service strategies, DoD information enterprise architecture, XML, and the National Information Exchange Model (NIEM)
  • 5+ years of experience with applying sound management approaches for delivering strategy or policy-like products
  • Experience with conducting technology research and applying findings in a strategic planning environment
  • Experience with providing direct client-facing support to government civilian, DoD executive, and military personnel clients
  • Experience with federal enterprise architecture concepts and frameworks, including DoDAF and FEAF
  • Knowledge of policy and strategy development for DoD client or related organizations preferred
  • Knowledge of IT Infrastructure Library (ITIL) and IT Service Management (ITSM)
  • BA or BS degree preferred
  • INCOSE Certification a plus
  • PMP Certification a plus
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Portfolio Management Strategist Resume Examples & Samples

  • 3+ years of experience with supporting IT capital planning and investment control (CPIC), IT portfolio management (IT PfM), or project portfolio management processes
  • Experience with developing data collection strategies and designing and implementing portfolio management analyses to produce decision-enabling information
  • Experience with data gathering and quantitative analysis
  • Experience with Microsoft Office, including Outlook, Word, PowerPoint, Excel, and Project
  • TS/SCI clearance with a polygraph
  • BA or BS degree required
  • Experience with Oracle Primavera Portfolio Management or Oracle Primavera Enterprise Project Portfolio Management
  • BA or BS degree in Mathematics, Finance, Economics, Business, or Systems Engineering
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Int, Wealth Strategist Resume Examples & Samples

  • Participate in client presentations as requested by Relationship Managers
  • Develop strong relationships and become one of the Client’s/Family trusted advisor
  • Develop wealth strategies to help Clients' estates pass according to their wishes ensuring their legacy lives beyond their lifetime
  • Minimum of 5 years of experience in Wealth Planning and Structured Products
  • Previous positions held in International Private Wealth Insurance Specialist or Wealth Planning including Insurance solutions
  • Understanding of Wealth Management business (offshore) and insurance competitive and regulatory environment
  • Internal and external client facing skills
  • Strong legal and compliance background doing business in Latin America
  • Bilingual English & Spanish
  • Licenses: CFP (a plus), General lines- Life & Health, Series 6, 7, 63, 65 or 66 (a plus)
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Senior Commerce Strategist Resume Examples & Samples

  • Help clients tell their digital story, especially as it relates to omni-channel commerce
  • Work closely with clients that are focused on expanding their omni-channel commerce capabilities
  • Work closely with clients to develop digital and commerce strategies and roadmaps that align with and support overall business strategy
  • Monitor commerce industry trends, benchmarks, platform innovation, and technology mergers and acquisitions
  • Develop perspectives that demonstrate a depth of understanding and ability to strategically apply commerce knowledge to solve client challenges
  • Be the domain and platform SME through delivery of analytical insights and optimization strategies
  • Clarify strategic direction and translate strategic vision, goals, and objectives into clearly defined roadmaps and initiatives
  • Be the omni-channel commerce SME; sharing best-practices and thought leadership with clients as well as the ICF Interactive team (sales, delivery, & technical)
  • Identify and articulate the business, organizational, and operational considerations associated with digital transformation, specifically as it relates to commerce. Be an advocate for continuous innovation and maintain the highest level of client satisfaction
  • Be an advocate for analytics and its ability to influence the bottom line as well as understand the influence various capabilities have on a conversion funnel
  • Ten or more years of progressive experience in a strategic consulting role spanning business analysis, digital strategy, and commerce strategy, and business case development
  • Three or more years of progressive experience in the role of digital commerce strategist developing and articulating omni-channel vision, goals, objectives, and actions
  • Must have digital commerce consultant experience
  • Experience with large digital transformation programs such as digital platform implementation
  • Must have excellent communications, strong executive presence and client facing skills – ability to discuss large programs and initiatives at the C-level
  • Must have digital commerce business acumen and experience establishing best practices
  • Diplomacy when engaging with clients and navigating complex politics within their organization
  • Ability to engage with clients in an open minded manner and motivate throughout the project
  • Understanding of, and conversant in, the disciplines of experience design, high level architecture, process design, organizational change management, digital operations, and general digital technology (e.g., content management systems, product information management systems, digital asset management systems)
  • Basic knowledge of HTML, XML, JavaScript, Ajax, and Web services and XML based systems integration is a plus
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Global Capital Market Strategist Role Resume Examples & Samples

  • 1) Collaborate with bankers and traders to understand market trends and identify opportunities to better serve clients on their financial and capital markets needs. Create and validate banking and trading strategies and implement solutions that best address clients’ needs
  • 2) Collaborating with bankers, traders and structurers on the design, test, implementation and risk management of new financial products
  • 3) Collect and analyze financial and economic data, develop and maintain quantitative models, perform data and quantitative analysis needed for the financial strategies. Communicate with clients and colleagues to explain and analyze the strategies
  • 4) Develop and maintain valuation, risk and capital models that will feed the firm’s books and records for existing and new positions. Collaborate with IT, risk, and financial control professionals to ensure proper computation and control of valuation and risks
  • 1) Strong team working, communication and inter-personal skills. Good ability to communicate and work well with people from various backgrounds including banking, trading, quantitative modeling and technology groups, internal and external clients, regulators, front and back office groups etc. Good ability to explain technical and quantitative issues in intuitive, non-technical ways
  • 2) Self-starter, willing to keep learning new things. Good ability to work independently in a dynamic and fast paced environment. Be able to understand and analyze new problems quickly. Be able to come up with creative solutions under tight deadlines and deliver with high quality
  • 3) 1-3 years of experience and knowledge of financial markets and products, especially in the Fixed Income area
  • 4) Strong skills and hands-on experience with Excel and VBA. Experience in a scripting language like Python or Perl. Experience in SQL
  • 5) Strong skills in applied math and statistical analysis. Solid understanding of mathematical finance and quantitative modeling theories. Basic understanding of financial regulatory framework and capital requirement and calculation methodologies
  • 1) Experience with bank loan products
  • 2) Q/KDB
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Product Development Strategist Resume Examples & Samples

  • Lead new and existing Product Lifecycle Management initiatives
  • Develop PLM strategy for the different product groups within Facebook
  • Analyze business needs, define requirements, and identify initiatives that improve product development and deployment processes
  • Work cross functionally with IT, program management, supply chain, engineering, manufacturing operations, logistics, and other teams to define and evaluate product lifecycle and development processes
  • Develop and lead training curriculums and initiatives
  • Serve as back up to PLM system administrator and change analyst’s day-to-day activities such as parts setup, BOM releases and changes, import and load master parts catalog daily to ERP system (Oracle) for PO processing
  • Support in BOM automation projects and pinpoint opportunities for process improvement
  • Interface with all necessary individuals in supporting departments as well as key suppliers in order to accurately process changes and structure/classification of new products
  • Effectively communicate to all levels
  • Present findings and project statuses to executive teams
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Lead Operations Strategist Resume Examples & Samples

  • The scope of diversity efforts span across the entire employee lifecycle: recruitment, development, advancement, recognition and retention across all functions and locations
  • Help develop the vision for diversity at Facebook and a strategy to guide our activities towards that vision
  • This role will include participation in the following: diversity recruiting, development and retention strategies aligned with the business and technical teams (including all international sites), managing/coordinating different diversity activities in the strategy (recruiting events, outreach, groups, FB diversity Website, ERG logistics, etc.), internal inclusion programs, external brand building work and programs (outreach, partnerships and awards)
  • Work closely with the Diversity recruiters and sourcers who align with their area of the business to drive the diversity recruiting strategy for their area of the company
  • Establish the brand and execute the recruiting/development/retention activities through the community of people at Facebook who are invested in the vision (e.g., leaders of the Employee Resource Groups) to ensure a consistent experience for those who come into the organization through our diversity recruiting efforts
  • Innovate on ways to build a diverse talent pipeline and recruit in a variety of venues that target diverse audiences
  • Create an ecosystem that develops, advances and retains our diversity at all levels of the organization
  • Drive, partner and collaborate with internal and external diversity groups to improve our understanding of the diversity talent market
  • Act as an internally and externally-facing representative of Facebook and our talent acquisition team
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CIB Global Asset Allocation & Alternative Investments Market Strategist Associate Resume Examples & Samples

  • Prepare and publish weekly/monthly reports on global markets
  • Perform comprehensive data analysis on macro market trends/investor behaviour/asset class performance to understand current markets drivers across all asset classes (e.g. equities, fixed income, credit, hedge funds, private equity, real estate, etc.)
  • Develop ruled-based investment strategies: generating trading ideas, testing them empirically, and writing research reports
  • Present clearly ideas and strategy recommendations internally and to clients
  • Respond to client requests/queries and prepare client presentations
  • Advanced degree in economics or finance. PhD preferred, but not required. At least 1 MA
  • Strong knowledge of econometrics, empirical finance and macroeconomics. Prior experience working with data and empirical analysis is essential. Good programming skills (e.g. MATLAB) are a plus
  • Proven independent research ability (e.g. thesis, academic working papers, industry research reports)
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Uhnw Senior Wealth Strategist Resume Examples & Samples

  • CPA, JD or CFP (or significant financial or estate planning experience)
  • 10+ years as an attorney, CPA, or financial planner working with ultra high net worth clients in a multi family office environment
  • Experience working with multi-generational planning
  • Demonstrated level of technical expertise on estate, tax and wealth planning issues
  • Effective presentation, listening, writing and communication skills
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Strategist Resume Examples & Samples

  • Entry-level graduate hire: Graduate degree in any business-relate field -OR-
  • Junior experienced hire: Undergraduate degree, with 4 to 6 years of experience in marketing, digital, or management consulting
  • Demonstrates ability to be both strategic and tactical
  • Excellent quantitative analysis skills and ability to perform basic statistical analysis
  • Ability to review vast amounts of research, synthesize and draw relevant conclusions
  • Strong interpersonal and communication skills; solid team player needed
  • Strong Excel and PowerPoint skills required
  • Experience in consumer brand marketing (consulting or client-side)
  • Experience with online strategy, site development strategy, basic front-end technology issues
  • Has demonstrated proficiency leading a secondary research effort and determining the right primary or secondary research methodology to use
  • Has contributed to the creation and execution of primary research exercise (including user interviews, surveys, etc.)
  • Has shown the ability to identify, understand, evaluate, and solve a discrete client challenge
  • Has demonstrated the ability to craft and present a compelling narrative or story
  • Has demonstrated a solid understanding of potential client solutions across the digital ecosystem
  • Has demonstrated the ability to multitask and reach out to others on the team for support
  • Has demonstrated the ability to work independently with other disciplines and the client
  • Has actively contributed to and collaborated in the formulation of final strategic recommendation
  • Has shown the ability to facilitate a portion of a client workshop
  • Has contributed to knowledge sharing by writing a thought piece or attending a conference
  • Has shown a passion for the Razorfish brand and business
  • Has demonstrated the ability to be an advocate for the company's offerings and expertise
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FIA Wealth Strategist Associate Resume Examples & Samples

  • Assists in the RFP process coordinating with the centralized Sales Support Group. Helps coordinate the completion and delivery of the RFP to the prospective client
  • Prepares materials for prospect meetings as well as presentations to boards, committees, etc
  • Provides research identifying key prospects, board members and centers of influence in various markets throughout the East Region
  • Coordinates new client onboarding process including new account documentation
  • 1-3 years of related experience. Excellent communication skills and prior experience supporting Sales Executives is needed. Must have excellent Word, Powerpoint and Excel skills and the ability to quickly learn other systems and programs
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Wealth Strategist Resume Examples & Samples

  • Research and build prospective client’s financial picture to maximize Northern Trust’s opportunity to deliver advice, products and services
  • Develop rapport with prospective clients and arrange meetings to continue the sales process
  • Present Northern Trust materials to prospective client or designated liaison (e.g. attorney, CPA, etc.)
  • Respond to questions; collaborate with Northern Trust expert advisors for additional information when necessary
  • Consult with clients and their attorneys to provide wealth solutions covering a variety of wealth issues including estate planning products and services; comprehensive business and personal asset titling and situs; wealth transfer and income tax positioning; charitable strategies; goals driven investing; balance sheet optimization including use of debt
  • Record activity and detailed call reports related to opportunities, meetings and pipeline management
  • Maintain current in-depth knowledge of a full range of services and applicable laws and regulations. (E.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and income tax planning)
  • Initiate and follow through on any request for any Northern Trust product or service including loans, bank accounts, brokerage services, etc
  • Maintain periodic contact with clients and act as a liaison between the client and the company for various activities (e.g. setting up accounts; facilitating transactions)
  • Continue to seek opportunities to enhance client relationships through providing pertinent information to, and collaborating with, other Northern Trust partners
  • Establish a personal sales plan including sourcing and sales goals, and strategies and activities that ensure success
  • Participate in related seminars/presentations and product knowledge training for bank partners
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Senior Strategist Resume Examples & Samples

  • Lead/support a selection of the Strategy & Branding Department’s client projects, which can include any of the following scopes of work: messaging and naming strategies, mission and vision statement development, leadership workshops, strategic planning, audience development strategies, stakeholder interviews, peer benchmarking studies, etc
  • Lead and develop firm-wide thought leadership initiatives, which can include strategies for presenting and disseminating our work in creative ways, spearheading interdisciplinary workshops and dialogues, identifying strategic partnerships, researching tactics for reaching changing audiences, and identifying new ways of activating our work in order to ensure impact
  • Evaluate and evolve the visual and verbal presentation of LaPlaca Cohen’s brand across a variety of platforms, including: new business proposals and presentations, website, social media, case studies
  • Coordinate new business proposals, and proactively seek inspiring opportunities for new projects and partnerships
  • Conduct ongoing best practice research in all the services LaPlaca Cohen offers and the fields we work in, and give regular internal presentations on findings and ways of integrating new practices and trends into our work
  • Participate in our continued work on Culture Track, the largest national tracking study of the behaviors and trends of U.S. cultural consumers, and identify opportunities for the development of the study, and for follow up studies and conferences
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Data Strategist Institutional Efficacy Resume Examples & Samples

  • Collect and analyze in-market institutional learner and other performance data across products and services for internal and audited or peer-reviewed public reporting
  • Create data visualizations to support Pearson recommendations for achieving learner outcomes in client engagements
  • Advise clients, colleagues and senior management in clear language about the implications of data integration, systems and analysis for: a) learner outcomes, b) client relationships, and c) the organization
  • Create institutional and enterprise learning data strategies, in collaboration with clients and colleagues in Pearson’s Sales and Services teams, to ensure client engagements and implementations generate evidence of impact on learners
  • Lead/facilitate Pearson Efficacy Reviews and follow-up processes as needed, with a focus on ensuring that learner outcomes are understood for high-priority products and services
  • Plan and execute Efficacy Studies with Pearson and Client Researchers
  • Be an influential source of educational data and business expertise for teams and clients considering how to apply efficacy to their learning solution designs and implementations; this includes providing successful models and metrics, and meeting with clients to help them embed efficacy into their own systems and practices
  • Support Pearson Sales and Services teams in articulating how Pearson can help clients achieve learner outcomes
  • Develop presentations re: efficacy, learner data and analytics
  • Present at internal and external conferences, to drive messaging and outreach for Pearson efficacy
  • 1-5 Years of related experience
  • Working understanding of learning data
  • Ability to create examples, prototypes, demonstrations to help clients, colleagues and management better understand the work
  • Ability to integrate multiple systems, data sets, query databases and perform statistical analysis and predictive modeling; Ability to link and mash up multiple/distinctive data sets to discover new insights
  • Experience in developing or programing databases and an understanding of systems design and architecture principals
  • Work with potentially incomplete data sources and clean massive data sets to be able to use them
  • Have persistent curiosity and natural desire to delve into problems, to define the right questions and discover possible answers
  • Demonstrate sophisticated written, verbal and visual communication skills
  • Work in a fast-paced multidisciplinary environment where new and different data become important rapidly and the landscape is constantly changing
  • Demonstrate ethical responsibilities around data, analysis and its application
  • Experience with SQL and facility with Tableau or another suite of visualization/analysis software
  • Statistical, mathematical, predictive modelling expertise business strategy skills to build the algorithms necessary to ask the right questions and find the right answers
  • Background in econometrics, physics, biostatistics, computer science, applied mathematics or engineering
  • Advanced degree in related field
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Senior Credit Risk Strategist Resume Examples & Samples

  • In depth knowledge of credit risk capabilities, metrics, and strategy
  • Strong communication and interpersonal skills, ability to interact with individuals across departments / functions and with senior-level individuals
  • Proven record in problem solving and business innovation
  • Project Management Skills -- well-organized, structured approach. Ability to manage and prioritize projects across cross-functional groups
  • Ability to achieve tight timelines on complex deliverables
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Credit Risk Strategist Resume Examples & Samples

  • 2-4 years of analytical and industry experience in financial services with at least 2 years in credit card business preferably for the US market
  • This person will be an Analytic powerhouse with strong problem solving skills
  • Strong written and oral presentation/communication skills
  • Ability to manage multiple projects and prioritize work for the team for intermediate and long term success
  • Master's degree in Statistics, Operations research, Economics or other quantitative field
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Senior Wealth Strategist Resume Examples & Samples

  • Providing specialist advice with regard to the client’s personal tax and financial planning
  • Coordinating with other wealth strategists in New York as well as the Family Office team
  • Traveling to Private Banking offices across the country
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Technology Strategist Resume Examples & Samples

  • Drive key technology and product-focused initiatives, and support the development of long-term growth roadmap plans
  • Participate in or lead projects through providing quantitative and qualitative analysis and recommendations related to emerging industry and technology trends, expansion opportunities including mergers and acquisitions, competitive threats, viability of outside business partners, venture capital sources, internal business performance and business process improvement
  • Advise the leadership team on strategic innovation efforts
  • Define analytical frameworks for envisioning and assessing strategic options and facilitate cross-organizational coordination and alignment
  • Influence industry trends, including standards bodies
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Am-lead High Yield Product Strategist Resume Examples & Samples

  • Lead new product process - Serve as Senior Sponsor and Market/Product expert in coordination with Product Development, Marketing, and Portfolio Management
  • Win new business - Internal and external marketing, Request for Proposals (RFPs), new business pitches, consultant meetings, strong partnership with Distribution channels
  • Product management - Thorough knowledge of relevant products, processes and strategies, develop and maintain marketing materials, RFP language, training other CPMs to sell specific products, designing appropriate fund ranges, knowing the marketplace and competitors
  • Managing existing client portfolios - Ensure that portfolios are managed consistent with the guidelines, risk tolerrance and objectives of the client., wWorking with Client Advisors, Client Account Management, the alpha Portfolio Managers and other teams to manage and retain the portfolio, including client communication, reporting and servicing to retain and expand the relationship with the client
  • Oversee the activities of an train two analysts and an additional CPM
  • Global coordination – Work with regional teams to ensure appropriate communication of changes to strategies, new product initiatives, and portfolio positioning
  • Risk Management – Coordinate with risk, transition manager, and advisors to ensure appropriate onboarding, mandates, client set-up, and ongoing risk monitoring
  • At portfolio set up: ensure the guidelines are clear and consistent with the return target or objective and any ambiguities have been clarified prior to funding. Work with the client, Client Account Management, Portfolio Managers and Risk to achieve this goal
  • If guideline changes are received: make sure the process is clear by handing over responsibility to Client Account Management and process the changes. Check with the Portfolio Managers that the changes have been implemented
  • Supervise monthly and quarterly reporting to the client
  • Answer ad hoc requests from clients, consultants and internal sales teams
  • Supervise portfolio reviews held on a regular basis with clients
  • Provide feedback from client meetings to the Portfolio Manager on any competitor information or performance
  • A willingness to live in Cincinnati and work with a highly successful High Yield investment team
  • Advanced Fixed Income knowledge, particularly in High Yield
  • Strong interpersonal, communication and presentation skills
  • The ability to communicate complex material in a clear and concise manner
  • Industry experience, with a strong preference for portfolio management or trading experience
  • Strong educational background, with a preference for CFA holders
  • A passion for building and maintaining a fixed income business
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E Mail Strategist, the Huffington Post Resume Examples & Samples

  • Work with product team to build newsletter subscriber-driven products, identify metrics and track success of these new products and deliver them back to key stakeholders
  • Help guide editorial newsletter strategy on content, subject lines, open rates, templates, features, day-parting, etc
  • Creation, scheduling, and approval of email production
  • Segmentation and audience building
  • Quality assurance/flawless execution to ensure that the creative, copy, and links are correct and enticing
  • Maintain email marketing calendar to ensure accurate and timely delivery; Partner with various teams to execute email campaigns
  • Compile, track, and analyze email campaign metrics
  • Maintain awareness of email marketing trends, best practices, technologies, CAN-SPAM laws
  • 3-5 years email marketing experience with a strong operational focus
  • Experience developing and deploying email via email service providers
  • Experience leveraging email program’s behavioral marketing capabilities
  • Knowledge/background of e-commerce, email marketing, and best practices
  • Strong working knowledge of HTML
  • Proficiency in Excel (including creating Pivot Tables/formulas)​
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IT Strategist, Senior Resume Examples & Samples

  • 5+ years of experience with IT project or program management
  • Knowledge of requirements and use case development
  • Knowledge of software development life cycle
  • Experience with SPIDER
  • Knowledge of Navy modernization processes
  • Ability to lead detail-oriented tasks and multi-task under minimal supervision
  • Possession of excellent data gathering and analytical skills
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Strategist Resume Examples & Samples

  • LI-CD1
  • LI-Recruiter
  • LI-Priority
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Non-agency MBS Strategist Resume Examples & Samples

  • Publish weekly and monthly research reports on the mortgage and housing market as well as periodic topic pieces, encompassing market trends, collateral performance, market pricing and other relevant themes
  • Regularly interact with clients to articulate the team’s views and respond to client requests
  • Support the trading desk by doing in depth analysis of particular bonds or asset classes
  • Develop trade ideas
  • Follow market news and current events and timely relay to sales, trading and clients
  • Use databases to store and manipulate large amounts of data, specifically using 1010data, Access, SQL and ExcelQualifications
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European Credit Sector Strategist Resume Examples & Samples

  • Responsible for building and maintaining financial models, using financial statements and other company filings
  • Responsible for following news of companies and the prompt distribution of an assessment of the implication of views of the relevant news flow to various parties, internally (Trading , Sales, Debt Capital Markets) and externally (Clients)
  • Responsibility for the valuation assessment of the structural features of credit products including optionality embedded in corporate bonds as well as credit derivatives
  • Produce regular publications including trading ideas and commentary regarding developments within the various corporate sectors
  • Fulfil the role of trusted advisor to clients and trading with regard to their positioning and risk management in position in credit products of European issuers
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Senior Wealth Strategist Resume Examples & Samples

  • Enhance the client acquisition, advisement and retention process by contributing sophisticated intellectual capital related to estate planning, wealth transfer and philanthropic planning
  • Educate FAs in the areas of wealth planning, estate and financial planning
  • Articulate a concise message to both the client and UBS FA, as an advice provider in a comprehensive wealth planning context
  • Prepare comprehensive analysis and review of a client's estate and wealth transfer planning, educating clients on opportunities for additional planning, and including a review of estate documents and structures (i.e. Wills, Trusts, Powers-of-Attorney, Health Care Directives, Pre-nuptials, Partnership Agreements, ILITs)
  • Hands-on development of sophisticated financial plans including: the current net worth, current cash flows (financial independence and survivor) and current estate flows
  • Serve as a member of UBS's in-house "think-tank," by creating timely articles on estate and wealth transfer planning for internal and external publications and participating in speaking engagements
  • Collaborate with other business groups within UBS Wealth Management US to provide a consistent internal client experience
  • Participate in external activities that raise the profile of UBS Wealth Management in the ultra-high net worth market, particularly among attorneys and accountants as centers of influence
  • Consult with FAs and educate clients on current estate planning issues
  • Educate FAs on the use of the UBS Financial Planning Platform
  • Leverage additional resources such as the UBS Attorney and Life Insurance Network
  • Strategize with FAs on how to utilize UBS' expertise and capabilities to provide value in every aspect of a client's financial life
  • Where appropriate bring client case opportunities to the other Consultants and product areas of the firm (i.e., Banking Consultants and Portfolio Strategy Consultants, UBS Trust Company, the Global Family Office group)
  • Coordinate the sharing of best practices and key sales information in close cooperation with Consultants around the country
  • Manage T&E to ensure expenditures stay within guidelines
  • Bring significant experience working with ultra high net worth clients to the role
  • Stay current on relevant tax law changes and communicate those changes to FAs and UBS as a whole
  • LI-PRIORITY
  • Additional advanced degrees and other relevant professional certifications are a plus: CFP, MBA, MS in Tax, LLM
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Senior Strategist Resume Examples & Samples

  • Represent GIS to UK clients and consultants as a senior investment expert and participate in new business pitches. Build awareness of business by speaking at conferences and seminars and build personal and team credibility in the marketplace
  • Help to design and build a cohesive, understandable and successful investment offering for UK wholesale and institutional DB and DC clients. Interact with a wide range of functions to communicate the opportunities and challenges of the UK marketplace and to ensure that investments and business development are fully aligned with strategic priorities
  • Translate the needs of the UK market into credible investment solutions, involving the wider GIS investment team, product teams and central functions
  • Establish robust frameworks for interfacing between UK Distribution and GIS teams to incorporate feedback on investment products and solutions and to ensure that GIS is effectively represented in each sales channel
  • Collaborate effectively with GIS Strategists globally, capability managers and portfolio managers in other investment teams to ensure effective collaboration which leads to a joined up investment proposition
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Credit Capabilities Strategist Resume Examples & Samples

  • Leads and oversees the overall training strategy in Credit Adjudication
  • Instrumental in achieving the One RO Horizontal Hybridization target for Credit Adjudication
  • Sets out the modular baseline credit curriculum that promotes a methodical approach to building retail credit skills that will benefit Credit Adjudication and more broadly Canadian Banking
  • Training program needs to span the ensure spectrum of retail credit from simple credit to complex credit
  • Conducts an initiative baseline skills gap analysis and develops an in depth, ongoing assessment of skills gap in Credit Adjudication
  • Customizes the training approach to the role and tenure of the Credit Adjudication work force
  • Devises the overall plan to close the identified skills gap by working with the Centres to build targeted, effective development plans that address the gaps on a timely basis
  • Defines the tools, techniques and methodology needed to conduct gap analysis and well as the resolution of these gaps
  • Identifies new training requirements dictated by new business strategies as well as new initiatives
  • Triangulates a number of sources of information to make an insightful skills and gaps analysis – key inputs include test results, calibration tool results, decision data trends, post loan review, quality assurance reviews, escalations, deal reviews and Collections
  • Stay a tuned of emerging trends in the business, the competitors and in the industry and proactively sets out anticipatory training needs
  • Instrumental in achieving the One Risk Operations Role Hybridization targets and the successful achievement of role redesign, cross training and up skilling of Credit Adjudication and other Risk Operations staff
  • Understands the inner workings of the Credit Adjudication ecosystem, connects all of the relevant dots and is able to gain insights needed to make the best well informed decisions about training, skills and employee development
  • Works closely with Learning Services to determine the best approaches in adult learning that is tailored to the audience and works with other networks as appropriate to develop and update learning solutions
  • Develops foundational Learning program policies, procedure and guidelines and ensures the sustainment of the program components
  • By working closely with the Trainers, ensures that learning & development needs are met in a consistent manner and in accordance with program policies, procedures and guidelines
  • Oversees and is ultimately responsible for identifying and developing trainer and user materials/documentation to meet the training needs of the business
  • Empower the training team and promotes a mindset for sustained success, growth and diversity
  • Continually enhances own skills and builds knowledge in all aspects of the business
  • Act as a consultant to all retail lending businesses to identify training needs through employee skill and knowledge assessments
  • Identify areas of continuous improvement and implements appropriate solutions
  • Determine the best measurement of success and sets group wide targets, develops detailed plans to achieve targets and lays out the reporting needed to track performance against these targets
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Associate Wealth Strategist Resume Examples & Samples

  • Work directly with Senior Wealth Strategists to support their client facing work. This includes
  • The hands-on development of sophisticated financial private plans including: the current net worth, current cash flows (financial independence and survivor) and current estate flows
  • Independent review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to create a current estate analysis
  • Support the Advanced Planning team's Center of Excellence, which coordinates internal and external intellectual capital in the estate planning, tax, philanthropy and insurance planning worlds. Including co-authoring articles with senior team members
  • Support Senior Wealth Strategists by performing research on client issues, helping to administer various projects, and the building of various wealth transfer strategy collateral for client materials
  • On a limited and as needed basis, assist the Senior Wealth Strategist with client meetings. The candidate may grow the position into a client facing one, as experience and expertise
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Wealth Strategist VP Resume Examples & Samples

  • Providing specialist advice with regard to the client’s personal estate and financial planning
  • Supporting the Relationship Managers to win new business and strengthen existing relationships
  • Supporting primarily the senior wealth strategists in New York as well as secondary coverage for the larger Wealth Planning team
  • Training, development and education of Relationship Managers
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Strategist Resume Examples & Samples

  • Work closely with key business partners across institutional, retail and iShares sales channels, as well as Constituent investment teams providing the highest level of client service to internal business partners and external clients. Provide timely and insightful responses to client queries and creative solutions for business opportunities. Offer in-depth and up-to-date knowledge on the entirety of the smart beta platform and articulately represent smart beta in client discussions, including finals presentations
  • Develop market commentary, client materials and strategy attribution for a variety of smart beta strategies. Contribute to the smart beta thought leadership program by authoring white papers and case studies. Ensure internal training resources and sales tools are appropriately positioned for the particular region
  • Assist in production of ad hoc analysis and requests for clients and prospects. Contribute to new business opportunities via timely response to requests for proposal (RFPs)
  • Take a proactive approach to solving clients’ investment-related, business and operational issues by serving as the liaison between the investment team and all other areas of BlackRock (compliance, legal, and operations, marketing and sales)
  • Through daily responsibilities, develop relationships with partners across the firm, and increase awareness of the smart beta team's products throughout BlackRock
  • Gather requirements and client trends within region to contribute to strategy development priorities for smart beta. Work closely with the Head of Smart Beta and Smart Beta Research to develop and execute on business plan and product roadmap for the region
  • BA/BS in Finance, Economics or similar field. CFA designation and/or MBA a plus
  • Minimum 8 -10 years’ relevant institutional and retail investment industry experience in region. Knowledge of smart beta practices and understanding of capital markets across a broad range of asset classes
  • Client servicing experience required, including strong interpersonal skills for effective and efficient Communications across various internal and external channels
  • Passionate about investing, fundamentally curious and self-motivated. Work independently and proactively in an entrepreneurial and fast-paced team environment
  • Strong Microsoft Office (Excel, PowerPoint, and Word) skills required. Familiarity with Aladdin and risk models (Barra) a plus
90

Senior Partner Strategist Entertainment Resume Examples & Samples

  • Knowledge of the entertainment, comedy or music space
  • Experience with and knowledge of short-form video platforms such as YouTube, Facebook, Daily Motion and Vimeo
  • Social Media expertise, particularly with Twitter, Facebook, Instagram and Vine
  • Multilingual a plus, especially Spanish, Russian, Portuguese, or German
  • 2-3 years experience required
  • Media or content development experience, particularly with music or comedy content
91

Fixed Income Product Strategist Resume Examples & Samples

  • Monitor macro market conditions and develop ideas to drive sales focus (25%)
  • Stay abreast and keep the sales force informed of developments in the financial markets at the macro level and monitor investment performance of the broader markets/asset classes/assigned product suite
  • Work with Research to generate tactical product ideas as well as strategic investment themes that help drive sales focus
  • Develop expertise in specific products and category (75%)
  • Develop product-specific research
  • Serve as content expert to maintain integrity/consistency of product messaging in all written, web-based, and verbal communications regarding assigned suite of products
  • Provide timely product support and expertise for the Sales team, including education around how products should be positioned, managed and how marketing materials can be used most effectively
  • Serve as a primary resource for product-specific requests to provide consistent and reliable product information
  • Develop and execute product-specific distribution strategy
  • Define client channels to reach for each major product family
  • Together as part of the Fixed Income Product Strategy Team, serve as the “voice” for the products with internal and external parties
  • Support Sales by participating in client-facing meetings and conference calls to provide expertise and insight related to assigned coverage area
  • Conduct product presentations at PowerShares-sponsored events, industry panels and webcasts as required
  • Strengthen media relationship to increase product visibility
  • Coordinate with Marketing on product-specific advertising
  • Support new product launch process
  • Provide product training to the sales force for assigned products and assist with product training and positioning for new hires
  • Participate in product development efforts to identify new product opportunities as well as assess existing product line to identify opportunities for enhancement
  • At least 4 years of investment management and/or research experience required
  • Previous experience or solid understanding of fixed income investment research required
  • Ability to formulate views on the U.S. and global fixed income markets and generate tactical ideas to facilitate product positioning
  • Prior experience working in the ETP business, with demonstrated expertise working in product strategy/management preferred
  • Good knowledge of investment vehicles and product structures
  • Strong written communication and oral presentation skills
  • Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels
  • Skilled, experienced presenter - must be effective representing the firm at corporate, client, and industry functions in front of large audiences
92

Fid, Fixed Income & Strategist, Avp / VP Resume Examples & Samples

  • Providing business support to the Global Head of Fixed Income / Co-Head of Investment Banking
  • Creating strategy presentations (e.g. board presentations, employee town halls, regulatory presentations, business plans, and other senior management presentations)
  • Performing market and competitor analyses where necessary
  • Liaising with other parts of Fixed Income as well as Investment Bank on strategic initiatives (e.g. IB COO, Product COOs, IB Finance)
  • Working knowledge of Fixed Income products and market trends. An understanding of Credit Suisse strategy, competitive positioning and financial institutions landscape would be helpful and a desire to quickly learn
  • An experienced project manager, with a strategy background in management consulting covering IB
93

Fid, Interest Rate Strategist, Dir Resume Examples & Samples

  • Publication of European rate strategy research - macro themes, strategies, and trade ideas across all European interest rate markets
  • Regular client interaction
  • Involved in driving macro views and direction of team
  • LI-JV1*
94

International Wealth Strategist Resume Examples & Samples

  • Develop recommendations and assist the IFAs to implement customized planning strategies for Cross Border Ultra High Net Worth Families
  • Focus on transfer of inter-generational wealth, estate planning, diversification of concentrated positions, philanthropy, retirement, and business succession planning
  • Author whitepapers, articles, and other material on topics impacting the UHNW client segment
  • Assist Advisory with the retention of UHNW relationships
  • Knowledge of regulatory developments and trends impacting cross border clients
95

Latam Credit Strategist Resume Examples & Samples

  • Meets with clients on marketing trips presenting trade ideas and industry analysis
  • Supports Debt Capital Markets on HSBC new issues for Latin American credits
  • Deep knowledge of the Latin American credit markets
96

Print Strategist Resume Examples & Samples

  • Understanding print marketplace including evolution of digital channels and the role it will play in omni-channel marketing
  • Provide POV on print titles and packages as relates to client objectives. Includes comparisons to competitive set - editorial, rates, efficiency and overall package elements
  • Provide comprehensive recommendations on print packages, as compared to others in consideration and competitive sets
  • Understanding of basic planning terms: composition, coverage, CPM, etc and how to create and interpret research reports
  • Manage 1-2 junior direct reports in their support roles. This includes training and oversight of their work
  • Manage timeline/deliverable for multiple accounts
  • Meetings with publications – newspaper and magazines – to keep up to date on changes in their publishing channels and see new programs that they are putting together
97

Strategist Resume Examples & Samples

  • Build effective business relationships with customer architects, VPs, and C-level executives
  • Facilitate executive workshops designed to consult on IT transformation and influence business and IT strategy
  • Advise customers on Risk Management procedures, Implementation Timelines, Change Management Implications, and Current capacity analysis
98

Am Product Strategist Funds Americas Associate Ny Resume Examples & Samples

  • Five plus years financial services experience, with a significant focus in product management, analysis, and strategy
  • Experience working with fixed income products strongly preferred
  • Knowledge of Market Data tools a plus (Morningstar, Strategic Insight, Evestment)
99

Sector Strategist Resume Examples & Samples

  • Minimum 5 to 7 years financial services/ research experience
  • Fluency in all aspects of financial analysis and securities & asset valuation
  • CFA/MBA preferred
  • Series 7 required 66, 86 & 87 preferred
100

International Wealth Strategist Resume Examples & Samples

  • Law degree with minimum of 5 years of trust and estate planning experience for international families and individuals
  • Deep technical expertise across a broad range of advanced estate, philanthropic and cross-border tax planning strategies
  • Experience in key markets (e.g. Venezuela, Mexico, Brazil, Argentina) is highly desirable
  • Proficiency in Spanish and/or Portuguese is highly desirable
101

Director, Product Strategist Ippm Resume Examples & Samples

  • Work with Institutional Sales and Relationship Management by aligning OBA products/services into target existing/new clients through account planning and development, and assisting in formulating approach to present OBA products services to existing and new products and services
  • Maintain current TIAA-CREF OBA product/services (features/functionality) knowledge, as they will impact client target market organizations and provide insights to Product Management on client demand and market trends
  • For institutional sales pursuits, assist in collecting, analyzing, and synthesizing client information (e.g., Plan Design, Impact Assessment) related to outsourced benefits administration opportunities and build the holistic business case for Underwriting/OGC review
  • Participate in the RFP process by providing OBA Subject Matter Expertise (SME) insight into RFP responses and finalist presentations, and assist in the development and completion of letters of understanding and statements of work to document products and services to be delivered to a client
  • Assess each client’s current situation and determine the value and benefits of OBA products/services to their institution and tailor a sales approach for each
  • Assess the risks, costs, and resource capacity for each sales pursuit and build into the business case presented to Underwriting/OGC
  • Analyze the client’s documentation (Plan Design, etc.), assess the clients situation (operating model, etc.) and make a recommendation for which OBA products/services will fit their needs
  • 10+ years of relevant experience
  • SME in outsourced benefit administration operating models, products and service
  • Client facing sales presentation experience
  • Working knowledge of TIAA-CREF outsourced benefits administration product/services
  • Knowledge of Institutional Sales process (including RFP process)
  • Outsourced benefit administrator and Plan Design knowledge and experience, including understanding of 403(b), 401(a)/(k), 457(b) and (f), as well as defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements
  • This role will serve as a SME at TIAA-CREF for these products/services; it is imperative to understand this market and have a perspective on how these product/services can solve client business problems
  • Demonstrated experience in influencing internal business partners and clients to drive efficiencies through the adoption and adherence of the standard offer
  • Demonstrated experience in consultative selling
  • Mature interpersonal skills are critical in order to engage with Sales leaders, Relationship Managers, IT Leaders, Operations and Institutional Sr Leaders and Clients
  • Must be able to communicate/articulate knowledge and experience through the power of influence to help shape and position TIAA-CREF’s approach for OBA sales pursuits. Key events will include: Client Business Planning meetings, Finalist Presentation meetings, and co-presenting to OGC
  • Applied Outsourced benefit administration knowledge and experience strongly preferred
102

E Commerce Strategist Resume Examples & Samples

  • Developing the overall product plan to maximize business value and return on investment
  • Championing eCommerce at Caterpillar and explaining the vision and benefits to the extended enterprise (Management, Business, Dealers & Customers)
  • Defining and optimizing the end to end customer experience of for all eCommerce web properties
  • Identifying, assessing and prioritizing product opportunities that align with business goals
  • Gathering VOC, VOD, and VOB to deliver business capabilities that meet the needs of customer
  • Researching and benchmarking to incorporate best in class capabilities that differentiate Caterpillar from competitors
  • Working closely with the program managers and program teams to execute on the product roadmap. Identify and execute strategic partnerships internally and externally to implement content, features, and tools that support the overall Customer Engagement Purchase & Support strategies
  • Integrations with other sites/apps to ensure premium and consistent experience across all aspects of digital marketing, commerce and customer support
  • Comprehensive mobile commerce strategy, including use of RWD, hybrid and stand-alone app development and integration (think integration to mobile inspection app)
  • Business process alignment and improvements (payment, tax, shipping, PCI, export, content, pricing, etc.)
  • Online integration and alignment with offline channels (parts counter, PSSR, ISR, prime product sales)
  • Development of integrated eCommerce marketing strategy (SEO, SEM, social, mobile, etc.)
  • Development of global syndication strategy with partner sites (eBay, Amazon, Alibaba, etc.)
  • Definition and governance of onboarding process for new products and services to Commerce platform
  • A Bachelor’s Degree in marketing, technical field, or other business concentration
  • 6 to 8 years of progressively responsible marketing experience
  • Thorough knowledge of ecommerce practices and industry best practices for digital marketing, content strategy & analytics for eCommerce
  • Broad company knowledge and strong understanding of dealer operations
  • Good human relations skills to develop a cooperative work relationship with others inside and outside the department
  • Able to build strong relationships with various stakeholders
  • Experience with digital or retail marketing experience
103

Pursuits Strategist Resume Examples & Samples

  • Pursuit management, which may involve minimal travel, proactively driving the pursuit process from inception to completion
  • (plan, research and write, meetings, coordinate contributors, liaise between internal teams, ensure compliance with firm policies)
  • Co-develop a thoughtful approach and develop responses/key messages that convey the value proposition for each opportunity
  • Develop customized proposals that demonstrate understanding of target’s needs, either by request or in response to RFP
  • Plan orals discussion and strategy
  • Works in partnership with the creative designer to communicate messages effectively
  • Assess win/loss
  • Prioritize work and manage multiple opportunities simultaneously
  • Develop templates, tools and best practices
  • Build relationships with industry, service line, market and other key stakeholders
  • Strong written and verbal communications skills
  • Strong facilitation skills and ability to assert ideas and influence others to gain support and commitment
  • Strong project and time management skills to handle multiple demands and competing priorities in a fast-paced environment
  • Ability to think strategically and consider a broad range of factors when solving problems, prioritizing issues and making decisions
  • Attention to detail and ability to work independently with minimal supervision
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • A minimum of 5-7 years relevant experience; communications experience desirable
  • Demonstrated project management experience
  • Proposal writing experience preferred
104

Thematic & ESG Strategist D / ED Resume Examples & Samples

  • Experience with thematic or sustainable investing is a plus
  • Exposure to financial advisors and retail clients helpful
  • CFA or graduate degree in economics, finance or related discipline preferred
105

Innovation Strategist Resume Examples & Samples

  • Leads and facilitates exercises, meetings, or immersion sessions throughout project, i.e. competitive assessments and ideation sessions
  • Coordinates research efforts from multiple channels (UX, CI and outside agencies)
  • Aids in customer research interactions, may lead customer interviews
  • Collaborates with project partners and the Design & Discovery team to reframe the original problem
  • Co-creates and implements design concepts
  • Partners in the strategy development – connecting new concepts to the current business
  • Creates a presentation plan and co-creates the story; participates in the delivery of the presentation
  • Provides ongoing consulting to the business to ensure program implementation
  • Masters degree preferred
  • Computer design system skills including Adobe Creative Suite
  • Outstanding communication, facilitation and presentation skills, including visual
106

Senior Wealth Strategist Resume Examples & Samples

  • Articulate a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context
  • Hands-on development of sophisticated financial plans including: the net worth, current cash flows (financial independence and survivor), alternate cash flows and estate flows
  • JD, LLM or CPA required
  • 5-8 years minimum at a law firm in private practice or in an accounting firm; 10 years industry experience or work related experience
  • MS Office and NumberCruncher, NaviPlan, WealthTech a plus
  • Expertise, skills and experience with the following areas, techniques and strategies are required: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, review of investment portfolio for asset allocation, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
  • Technical expertise specific to the area of Wealth Management, and highly sophisticated Estate and Financial Planning strategies
  • Technical expertise in the areas of concentrated equity position
107

Wealth Strategist Resume Examples & Samples

  • Liaise with Relationship Managers and clients in a consultative role, developing estate, tax, philanthropic programs to enhance the overall client experience with Atlantic Trust
  • Assist with the review of estate planning and trust documents
  • Preparation of written and graphical summaries
  • Preparation and analysis of financial planning and income tax projections
  • Research and review of fiduciary and tax issues
  • Support the business development effort by participating in prospect calls
  • Coach relationship teams when settling estates and on complex trust matters
  • Assist in developing educational and marketing materials
  • Provide educational programs internally
  • Network with client and intermediary groups externally
  • Assist with the evaluation of financial and estate planning software
  • Participate in expanding the wealth strategies offering across the firm
  • Atlantic Trust Senior Executives and Specialists (Wealth, Investment, Trust)
  • High Net Worth Clients
  • Intermediary network
  • As an employee of Atlantic Trust, the incumbent must comply with all applicable Line of Business policies, guidelines and controls
  • Bachelor’s degree and Juris Doctorate
  • Attorney with at least five years of estate planning experience
  • Expertise in estate planning, insurance planning, business succession planning, philanthropic planning and income tax planning
  • Experience settling estates and advising on-going management of complex trusts
  • Experience in the trust and financial services industry with broad connections in the trust and estate legal community
  • Excellent presentation and interpersonal skills
  • Excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner
  • Strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions
108

VP, Interest Rate Strategist Resume Examples & Samples

  • Author and publish daily and weekly market notes geared toward large institutional clients
  • Present market color and trade ideas to sales and trading in weekly internal meetings, regular external client meetings and conferences
  • Develop and maintain relationships with designated clients within our footprint
  • Respond accurately and professionally to inquiries from clients, colleagues, journalists, regulatory agencies, and other key stakeholders
  • Actively manage media relationships to drive BMO Fixed Income Strategy brand awareness
  • Four-year college or university degree in Economics/Finance/Mathematics/Statistics, CFA and/or MA/MBA preferred
  • A minimum of 4 years of industry related experience
  • Strong knowledge of fixed income capital markets, fixed income trading, macroeconomics, monetary policy, sell-side strategy, trading/hedging strategies
  • FINRA Licensed Preferred
  • Strong focus on teamwork, accuracy and integrity
  • Strong quantitative background and superior Excel skills. Programming experience desired
  • Delivers clear, effective communication both written and oral. Writing skills must be proven
  • Able to exercise independent thought and judgment and adapt to new tasks with little notice
  • Details and results oriented and able to prioritize tasks in a multi-task environment
  • Strong focus on meeting client needs
  • Need to be personable, aggressive, and able to function in a team environment
  • Must be confident and credible over the phone and in person
109

Senior.specialist Tech Strategist Resume Examples & Samples

  • Conducting due diligence sessions internally and with the client
  • Coordinating appropriate engagement with various internal IT teams such as business analysis, architects, software developers, infrastructure engineering, and testing
  • Constructing artifacts that demonstrate the client’s transition from their existing platform to OnCore
  • Identifying functional areas that need to be enhanced to meet client requirements
  • Detailed knowledge of middle and back office services needed by investment managers, including: trade capture, broker and custodian communications and reconciliations, maintenance of cash and positions, corporate action processing, and collateral processing among others
  • Familiarity with software used to perform middle and back office services, including commonly used tools such as Eagle, TLM and Tradeflow
  • Highly desirable skills include: business process and data modeling, IT design and architecture design
  • Strong communication skills and the ability to lead internal and client-facing meetings
  • Participation in at least one major middle office implementation
110

Business Solutions Strategist Resume Examples & Samples

  • Build effective business relationships with C-level executives, VPs and customer architects
  • Conduct executive presentations
  • Develop Transformational strategies
111

Asset Liability Strategist Resume Examples & Samples

  • Employ data skills to ensure timely, accurate, and efficient flow of information into the asset/liability model and for creation of additional financial metrics to manage the Bank’s position
  • Assist in constructing the Asset/Liability Group’s analytical and reporting capabilities to provide the basis for active, profitable management of the balance sheet
  • Reconcile actual and forecasted results to understand the causes of any variances and to improve future forecasts
  • As needed, work with line and staff units to create the monthly ALCO package that is widely used throughout the Bank as a key source of information regarding balance sheet management
  • Consistently work to improve the Bank’s capabilities to analyze the earnings and market value risk and return profile, and thus improve the performance of Treasury and the Bank
  • Undergraduate degree
  • Minimum of three (3) years of related experience
  • Excellent team and communication skills
  • Exposure to finance, accounting, economics, fixed-income investments, derivatives markets, or the banking industry is preferred
  • Significant computer proficiency including database management and financial modeling
112

Consumer Insights Strategist Resume Examples & Samples

  • Research and study the marketplace looking for potential revenue opportunities within assigned industry verticals (automotive, medical, retail, legal, healthcare, etc.) and analyze consumer insights and behaviors within these categories
  • Collaborate with Gannett sales and leadership team, Media Director, sales operations and other cross functional team members, in-house creative agency production team and local station sales leaders and account executives to drive insights from data and create market opportunities to pilot and launch effective campaigns that drive revenue and market share
  • Participate in client presentations and insight meetings as an extension of the sales team
  • Educate and guide the organization on the use and application of insights
  • Identify, design and execute data research methods that improve data collection and monitoring
  • Undergraduate degree in related field (business, marketing, analytics, communications, computer science or statistics) required; Advanced degree highly desirable
  • 2-4 years of post-undergraduate work experience in business, sales or marketing providing research and consumer insights
  • Experience in an integrated sales and marketing or agency environment highly desirable
  • Thorough knowledge of the research tools that gather and generate consumer insights and the metrics that drive consumer convergence rates
  • Creative self-starter who can communicate precisely and effectively with collaborating teams, colleagues and clients on all levels while meeting deadlines
  • All candidates must be eligible to work in the United States permanently without sponsorship
113

Market Insights Strategist Resume Examples & Samples

  • This individual will be accountable for growing core and digital revenue by working closely with the entire sales staff
  • This individual will be accountable for developing “Enterprise” business across all platforms
  • This individual will ensure our sales force is equipped with research driven data to attract and keep new advertisers, while selling our existing customers as well
  • A top priority of the position includes prospecting for new business through product categories and connecting our account executives to the sales process. Contributing to our sales pipeline is key
  • Another priority of the position will include the ability to present in sales meetings and training sessions
  • This individual will use all resources available from the company to provide the best ideas to our account executives and customers
  • This position is “customer facing” therefore the individual must be comfortable in presenting to decision makers and in following up through the entire sales process
  • Three years of sales or business experience preferred
  • Knowledge of media sales, television and digital preferred
  • Must have advanced PC skills including Microsoft Office
  • Strong attention to detail, ability to multi-task and follow-through projects to completion
  • Strong presenter and communicator with internal and external customers and partners
  • Strategic thinker disciplined in time management
114

Am-erisa Strategist Resume Examples & Samples

  • ERISA Attorney with at least 10 years of experience in this very specific area
  • Solid understanding of DC plan design strategies, participant behavioral issues, and investment products utilized inside DC plans
  • Excellent communications skills – verbal and written. The ERISA Strategist will need to be capable of giving presentations in front of larger and small audiences
115

Partner Technology Strategist Resume Examples & Samples

  • Help drive the business analysis of new program areas and develop partner enablement programs
  • Collaborate with partners on joint engineering efforts to enable new technologies
  • Drive platform extensibility features for the vSphere platform to enable partner value-add plug-ins
  • Evangelize partner programs both internally and with partners
  • Develop and optimize process to improve engineering and efficiency of partner programs and tools
  • Drive partner engineering opportunities and engagements
116

Am Erisa Strategist Ed / md Ny Resume Examples & Samples

  • Experience working with DC sales forces in the field, engaging with advisors and institutional clients
  • Experience working on the individual retirement planning side of the business (IRA related regulations)
  • Professional and well organized industry expert able to take initiative inserting the ERISA discussion into the DC sales process
  • Some experience/expertise on tax planning desirable
  • Comfortable with being a self-starter and building out a new initiative
117

Platform Strategist Resume Examples & Samples

  • Cultivate close working relationships with 2-3 key partners through calls and face to face meetings in order to fully understand their business and opportunities for success and growth
  • Work closely with Director, Account Manager and Analysts to develop actionable strategy for partners
  • Monitor performance of accounts on a daily basis, proactively reviewing performance metrics critical to success
  • Analyze inventory reports to maximize business and achieve client revenue objectives while meeting company initiatives
  • Communicate internally and externally with publishers using online advertising language and concepts
  • Work closely with internal sales teams to understand and execute sales clients’ programmatic buying objectives
  • Advocate the needs of your accounts in order to justify product and technology resources
  • Work with the rest of Publisher Services team to ensure holistic and intelligent approach to media buying
  • Achieve results with minimal supervision while effectively working as part of a team
  • Creative problem solving ability
  • Demonstrated ability to develop relationships through exceptional service and face to face interaction
  • Proven proactive and innovative thinking skills
  • Capable of juggling, prioritizing and resolving several high impact issues at once
  • Understand customer needs and develop solutions to meet those needs
  • Moderate to Advanced Excel skills to help perform basic analysis of partners/publisher performance
  • Analytical, thoughtful and intelligent
  • Enthusiastic
  • Flexible, adaptable and able to deal with constant change
  • Curious and passionate about advertising technology
  • Bachelor’s degree in Business Administration, Communications or related major
  • 2-5 years of sales/client support experience
  • Programmatic experience in Online Advertising a plus
118

Global SEO Strategist, The Huffington Post Resume Examples & Samples

  • Offer clear global leadership on SEO in various forms including training, insight and recommendations
  • Work closely with editorial teams to provide best-practice on-page optimization advice, and future content planning
  • Implement an SEO strategy that benefits the business globally, then proactively track against the strategy with wins that can be shared across the business
  • Perform SEO led technical site audits - producing a concise, actionable list of recommendations that can be implemented by development or editorial teams
  • Perform SEO-orientated market and competitor research, providing actionable insight into the search-practices successfully used by competitors
  • Report back to the business on key SEO wins with clear and practical reporting data. Be able to articulate why and when something has had a positive or negative impact
  • Provide insights about Search industry trends and develop great connections and contacts in the SEO world, including representing The Huffington Post in our relationships with search providers, not limited to Google, globally
119

Data Strategist Resume Examples & Samples

  • Create analytic data strategy, including a plan for data capture and use globally, and associated technology environments., including data model for 1st/3rd party; online/offline, structured/unstructured data
  • Partner with IT, DGO, and Analytic leaders to develop an analytic data and technology roadmap, including use of Big Data, R&D environments, inclusion of third party data and tools
  • Partner with IT to rapidly deploy Big Data environments for use by agile digital marketing and innovation teams, with access to real time, real customer information
  • Understanding of data privacy and use requirements globally
  • Proven experience in driving implementation of analytic technology environments
  • Extensive experience in data manipulation and developing analytic solutions using SAS, R or other programming/script languages
  • Leverage commercial data mining/visualization tools to develop actionable business solutions
  • Develop robust project management process and standardized reports to track/monitor program results and adoption progress
  • Experience with data mining/visualization tool including SAS JMP, Cognos, Tableau etc
  • Ability to operate under little structure and drive/delivery timely results
  • Demonstrated high level of proficiency with Microsoft Office Suite (Excel, Powerpoint, Word)
  • Solid analytical skills required
  • Ability to interact with Senior Management
  • All new hires are subject to work eligibility verification via the DHS E-Verification System
120

Data Strategist Specialized Analytics Resume Examples & Samples

  • Detailed experience in building and deploying complex data strategies, including structured and unstructured, internal and external data sources
  • Deep familiarity with the current digital technology marketplace, including Big Data tool and service providers
  • Ability to understand and translate analytic and business requirements to technology partners, both internal and external
  • Familiarity with data use requirements in the financial services industry
  • Analytic leadership to develop an end-to-end technical solution independently
  • Opportunity to lead cross-business, cross geographical pilot teams to initiate, design and develop innovative business solutions to assist in the acquisition, retention, growth, and deepening of relationship
  • Provide analytic thought leadership for ongoing modifications/updates/enhancements of business solutions to align to business priorities
  • Advanced degree in Quantitative disciplines (Computer Science/Engineering/Statistics/Economics)
  • 7-10 years related experience
  • Experience with SAS, R or other programming/script languages
  • Strong Communication and Presentation skills (written, oral)
  • Exceptional Process and Project Management skills
  • Strong Leadership skills, particularly around Collaboration, Influence and Conflict Resolution
  • Experience in Big data analytic environment is preferred
121

Business Process Strategist Resume Examples & Samples

  • Bachelor’s degree in business with an emphasis in finance or accounting, computer science, MBA preferred
  • Minimum of 3-5 yrs demonstrated & proven experience
  • Possess strong analytical, organizational, time management, and multi-tasking skills
  • Detail oriented, strong excel and financial mgmt. systems knowledge preferred
  • Ability to work independently and self-motivated
  • Exceptional communication skills and the ability to communicate appropriately to all roles; to include written and verbal communication
  • Exceptional ability to collect, analyze and interpret both qualitative and quantitative data
  • Ability to multi-task ongoing projects and request
122

Senior Strategist, Out of Home Resume Examples & Samples

  • Clear understanding of HMI Process, media terminology systems and internal tools
  • Dedicated team player, with passion for presenting new ideas
  • Ability to effectively interact with other Horizon departments (i.e. Buying, Traffic, Systems, Brand Group)
  • Keep Planning Supervisor abreast of workflow, project status and due dates
  • Develop creative media solutions
  • Ability to formulate media plans based on historical results and target analysis
  • Motivated
  • Solution-oriented, good problem solving skills
  • Be accurate to instill client confidence
  • Manage DR assistant planner's and media planners responsibilities and workload
  • Support in range of aspects of plan development
  • Category research
  • Target development
  • Review all billing in agreed time frame –ensure bills are inline with BVS / plans
  • Resolves data issues as needed
123

Materials & Utilities Sector Strategist Resume Examples & Samples

  • Minimum 7 to 10 years financial services/ research experience
  • A willingness to travel domestically, meet with advisors, internal partners and clients with the ability to deliver a common message
  • Exposure to financial advisors and high net worth clients helpful
  • Li-Recruiter
  • Li-Priority
124

Innovation Strategist Resume Examples & Samples

  • Bachelor's Degree required (preferred from a 4 year accredited institution; focus on Business, Strategy, Technology or Finance preferred
  • Master's/Advanced Degree preferred (MBA, MS or technology related field preferred)
  • 5 or more years of experience in a technology, FinTech, business and/or market research, corporate strategy, management consulting or product development environment
  • Strong interest in providing thought leadership through multiple mediums (blogs, formal presentations, podcasts, etc.)
  • Deep passion, enthusiasm, curiosity, and knowledge around emerging technologies and how they might impact existing business models and create opportunities for new ones
  • Strong primary research skills with ability to creatively leverage subscription and public domain sources
  • Ability to create and deliver executive-level presentations
  • Ability to develop relationships with VC and PE firms engaged in new business models and technology; existing contacts a plus
  • Finance, financial modeling, data analysis, and business case development skills; knowledge of banking products and businesses a plus
  • Ability to work independently and with members of the broader Bank of the West community
  • Command of blog, presentation, spreadsheet, and document publishing applications, such as Jive, Excel or Numbers, Prezi or Keynote or PowerPoint, Pages or WORD
125

Credit Strategist Resume Examples & Samples

  • Identify developing trends in credit as an asset class, with a focus on emerging market credit
  • Development of niche sub-asset classes
  • Monitor size growth of niche FI sub-asset classes / strategies
  • Monitor regulatory developments on fixed income markets
  • Top-down credit analysis and valuation techniques
  • Develop cross fixed income (credit) investment views and take investment positions
  • Corporate credit, high yield, senior loans, emerging market corporates and sovereign, etc
  • Liquid vs. illiquid
  • Credit quality
  • Regions
  • Sub-sectors
  • Develop credit asset allocations, in a pure FI and multi-asset class portfolio context
  • Identify / quantify risk and return drivers (long-term and short-term)
  • Define tactical and strategic credit asset allocations
  • Incorporate risk metrics into asset allocation views
126

Cross Asset Class Strategist Resume Examples & Samples

  • Construct tailored SAAs for large UHNW and FOs (including for UHNW Advisory and Discretionally mandates)
  • Contribute and participate in client pitches for UHNW and FOs with focus on Total Wealth and SAA advice (concepts and bespoke analysis, presentation material, pitching, review, etc.)
  • Contribute to development new/bespoke strategic solutions developed by CIO and advising clients on them
  • Contribute to annual SAA review (ideas, analysis, material, education, etc.)
  • Contribute to Capital Market Assumption (CMAs) maintenance/update process
  • Internal/external education on SAAs/CMAs
  • Generally knowledge of investment solutions which may be used to implement SAAs
127

Senior VP, Experience Strategist Resume Examples & Samples

  • Work on multiple work streams with varying timelines and complexity with authority and passion
  • Partner with other strategists, analysts, researchers at Citi to co-create design briefs and set expectations for deliverables
  • Help package concepts and present to internal stakeholders in persuasive, articulate and compelling ways - charismatic story telling skills are a must
  • Support the Directors and Managing Directors in the overall growth and development of the Client & Design capability across the company
  • Be a go-getter with an entrepreneurial attitude and passion for innovative solutions and brand experiences that enable progress for our customers
  • Be the voice of the customer, the oracle of cultural trends and a champion for authentic brand experiences
  • 10+ years of experience developing and implementing strategies that drove measureable results
  • Consulting experience – either management consulting or marketing consulting – is preferable
  • Traditional planning experience (e.g. identifying customer, cultural and competitive insights and writing creative briefs)
  • A deep knowledge of the Design Thinking methodology and experience leading teams through the process of investigation, ideation and implementation
  • Strong business acumen and comfort performing strategic analyses – both quantitative and qualitative
  • Extensive experience leading research activities such as co-creation workshops, stakeholder interviews, focus groups and usability studies
  • Experience managing a budget
  • Bachelors degree or equivalent; MBA is preferred
  • Experience in both website development and digital marketing including social marketing, video storytelling and static advertising; a background in non-digital marketing (brand and promotional TV and print) is a huge plus
  • Very strong understanding of interaction design, site architecture and designing intuitive user interfaces and navigation that align to an ideal customer journey
  • Proficient in iWork and Office
  • Exceptional communication (written and verbal) and public speaking skills
128

ALM Liquidity Strategist Resume Examples & Samples

  • Develop models and analytical tools, document and roll out
  • Assist the business lines and other department on all the topics related to Liquidity
  • Master’s/Advanced Degree in Masters in a quantitative field, including quantitative finance preferred or CFA preferred
129

Associate Derivatives Strategist Resume Examples & Samples

  • Advanced University degree, preferably B.Comm/Math/analytical specialization in relevant area
  • CSC certification; CFA or working toward would be considered an asset
  • CSI Institute derivatives courses an asset (DFOL, FLC, OLC, OSTC, etc.)
  • Strong understanding of derivatives
  • Experience with related technology (i.e. Bloomberg, Charles River, MPower, etc.)
  • Excellent knowledge of markets, securities, and sectors
  • Strong knowledge of MS Office programs (i.e. Excel and Word)
  • Proficient in a coding language supported by Bloomberg (VBA, C++, Python, etc.)
  • 5+ years experience in a similar role at a financial institution
  • Ability to work independently to solve issues as well as within a team
  • Exceptional analytical skills, with the ability to communicate analysis effectively
  • Ability to work under pressure in a fast-paced environment
130

Structured Solutions Strategist Resume Examples & Samples

  • Representing GIS internally and externally working together with the global Strategist team with particular responsibility for working with the GIS Structured Solutions investment team
  • Working with distribution, product, marketing and communications to represent, and increase awareness of, all Structured Solutions funds and investment strategies
  • Communication of Structured Solutions products, investment process and strategy to internal and external clients and prospects in both wholesale and institutional channels
  • Proactive and direct involvement in the consultative and technical aspects of new product and fund design and development, including liaison with product management and distribution functions and, where required, directly with clients
  • Ensuring products and strategies are competitively positioned and that investment objectives and outcomes are well specified, aligned with investment outcomes and accurately communicated in sales and after-sales material
  • Communication of GIS research, investment insights and perspectives in various forms to internal and external clients and prospects
131

Audience Development Strategist Resume Examples & Samples

  • Identify the precise audience that would be interested in a particular type of content that would also meet a client’s key targets
  • Run external distribution campaigns and optimize onsite media and track their success through a variety of analytics tools
  • Create engaging copy and images to attract an audience
  • Monitor campaigns on a daily basis to recommend and execute optimization strategies
  • Identify and report on KPIs and opportunities for improvement on a regular basis
  • Research and test partnerships with new vendors to lower cost-per-acquisition
  • Collaborate with editorial and audience teams to maintain a consistent brand voice and message across all paid platforms
  • Support client relationships directly and indirectly, including participating on client calls to discuss strategy and performance
  • 3+ years of experience in paid distribution
  • Strong analytical skills with ability to drive meaningful actions from large data sets
  • Strong eye for copy and creative
  • Fundamental knowledge of and experience with listening and analytics tools required
  • In depth knowledge of digital media and paid marketing channels, including paid search (Google AdWords), retargeting, social network advertising (Facebook, Twitter, LinkedIn and Pinterest, among others) and content distribution networks (Outbrain, Taboola)
  • Demonstrated ability to work face-to-face with client teams
  • Experience with data-driven SEO analysis and optimization a huge plus
  • Experience working in collaborative sales processes preferred
  • Avid consumer of media, of all types
132

Assistant Strategist, Mobile Resume Examples & Samples

  • Responsible for documenting meetings and action items via conference reports
  • Helps with planning and strategy with developing competitive reviews and pulling syndicated research
  • Ensures smooth campaign launches
133

Seo Strategist Resume Examples & Samples

  • Results-oriented and lives by the mantra "Always Be Testing"
  • Passion & pride in doing good work and a desire to make a strong impact on the overall business
  • Ability to thrive in a fast-paced environment and to work independently and within a team
  • Ability to learn quickly, stay current, and adapt to a constantly changing search industry
  • A love of data and attention to detail - highly organized and analytical
  • Ability to communicate technical information clearly and effectively to non-technical audiences
  • Strong presentation skills to large groups
  • Capable of handling multiple ad hoc requests
  • Proven history of self-direction, creativity, and ability to meet deadlines
  • Advanced working knowledge of Microsoft Office applications
  • Demonstrating Strong EQ (Be Aware) – Having a keen sense of self awareness is the foundation of leadership at Adobe. Whether you’re an individual contributor or a people manager, you’re someone who’s empathetic and mindful of your impact on others
134

Client Solutions Strategist Resume Examples & Samples

  • Collaborate with Sales to develop, pitch, execute and renew strategic best-in-class multi-platform ideas/solutions for advertising clients (digital, mobile, social media, magazine, TV, radio and events)
  • Actively identify and understand emerging platforms and trends to give our ideas and our team a competitive edge, whether it is new media channels, industry trends or potential partnerships
  • Manage RFP responses, pro-active proposals, and custom presentations requiring strategic marketing ideation
  • Attend internal and external meetings with clients
  • At least 5 years of experience creating custom ideas and writing proposals
  • At least 5 years of experience with two or more platforms; i.e. print, digital, radio, TV
  • At least 5 years of experience with Integrated Marketing relevant to Media advertising
  • Solid understanding of brand marketing and client service/account management
  • Experience with writing marketing and media presentations and presenting to clients
  • Creative thinker and team player
  • Strong proficiency in Power Point and Microsoft Office
  • Organized, attention to detail
  • Can manage multiple projects at the same time
  • Entrepreneurial spirit
135

Product Strategist Resume Examples & Samples

  • Location: * Bloomington, MN (494 / 100)
  • Bachelor’s degree is required (advanced degree in Business, Marketing, Computer Science or Engineering preferred)
  • 5-10 years of product execution is required, preferably product management and strategy experience, and/or software development and management experience
  • Direct customer interface experience (working with client directly on project tasks; managing client expectations)
  • Experience in establishing and documenting a business cases
  • Demonstrated business product strategy expertise with a record of developing and implementing successful product strategies
  • High-stakes testing industry experience preferred but not required
136

Senior Associate Strategist Resume Examples & Samples

  • Manage the day-to-day decisions associated with the management of assigned social / digital channels
  • Be an advocate for corporate goals and priorities as applied to the content marketing strategy, management and execution
  • Coordinate the management of social monitoring and rapid response program that includes stakeholders, subject matter experts and decision makers from various parts of our business
  • Triage and manage social media responses between all customer service groups
  • Provide insight and direction for an ongoing content marketing strategy
  • Be responsible for internal asset coordination and management that supports the social media content strategy
  • Manage stakeholder communication internally to share content assets and insights derived from channel or program performance
  • Oversee resource internal management associated with the program budget
  • Be the corporate conduit to TIAA’s paid social teams, analytics teams and platform teams: paid social media and content strategy, monitoring and response decisions and reporting and internal communication
  • Be accountable for program key performance indicators, in partnership with agencies
  • At least 6 - 8 years of social marketing or digital marketing experience
  • Bachelor’s degree in Communications, Marketing, Business or related degree
  • Experience in regulated industries (financial services preferred)
  • Expert knowledge of social media technology at a native channel and third party management platform level
  • Writing and editorial competencies, specific to social or digital media
  • Attention to detail, project management and complex workflow management
  • Able to communicate ideas clearly at all levels of an organization through strong written, visual and oral communication skills
  • Self-starter who can adapt and pivot seamlessly, when called upon
  • Team player who can collaborate effectively with internal stakeholders to deliver results
  • Applying knowledge of emerging trends and technology to programs
137

Strategist Resume Examples & Samples

  • Produce written reports on trading strategies and market trends
  • Contribute to cross-product research and serve non-derivatives-dedicated clients as appropriate
  • Familiarity with drivers of bond and credit markets, ideally including derivatives markets
  • Knowledge of credit client base an advantage
  • While not necessarily heavily mathematical, will need to be highly numerate
  • Undergraduate degree or better, with a preference for maths / statistics as well as finance / economics
138

Wealth Strategist Resume Examples & Samples

  • Cultivates existing bank clients as well as internal and external business and personal contacts to identify and develop prospective clients
  • Researches prospect's financial picture and possible needs to determine how to best provide service
  • Composes letters to prospective clients and follows up with telephone calls to arrange meetings
  • Presents bank product materials to prospective client or designated liaison (e.g. attorney, CPA, etc.)
  • Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops alternatives (e.g. creation of living or insurance trusts)
  • Consults with clients and their attorneys to determine appropriate plans for estate taxes. Utilizes knowledge of inheritance, gift, income, and estate taxes to sell services to clients
  • Maintains current in-depth knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). 11. Initiates and follows through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate
  • Develops a perspective on individual client situations to use as a vehicle for selling products
  • Cross sells relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank
  • 5+ years of externally focused business development experience in Wealth Management and investment advisory
139

Senior Manager, Data Strategist Resume Examples & Samples

  • Candidates must have 5-8 years’ experience and a Bachelor’s degree in statistics, mathematics, computer science or related field
  • Managing Process – familiar with Jira, Agile Process and working in a PMO environment
  • Strong analytic, strategic, and problem-solving skills
  • Comfortable dealing with complexity
  • Superior communication skills in highly matrixed organization
  • A passion for data and a curiosity to discover answers to questions not yet asked
  • Experience working with multiple stakeholders, partners, and audiences
  • Results-oriented team player who is dedicated to getting the job done
  • Ability to work in a fast-paced environment under tight deadlines
140

Product Strategist Resume Examples & Samples

  • Serve as resource for assessing what products are in demand, worth selling and what range of people to market them to
  • Design creative ways to present investment strategy analytics and competitive information
  • Observe where competitors are performing well and where they are performing sub-par
  • Maintain an in-depth understanding and knowledge of our investment approach and market outlook by working with our CIOs, Investment Analysts, sub advisers, and senior members of management team
  • Conduct intense investment research and report on market developments and broader industry trends
  • Raise competitive issues on product offerings to Product Mangers and Senior Management
  • Collaborate with Product Managers, Distribution, Marketing, Investments and Business Development to help to help maximize commercial opportunities
  • Ongoing monitoring of the macro investment environment as well as monitoring of performance, valuation, and expectations for a broad range of asset classes and how the information may impact Transamerica’s Variable Annuity and Investment products
  • Contribute to the preparation of new business presentations, requests for proposals and other documents as required
  • Help create marketing plans and promotions based on predicted forecasted trends
  • Exhibits regular, reliable, punctual and predictable attendance
  • 3 - 7years related industry experience either in asset management organization or other financial services institution specifically in mutual funds, alternative investments, other registered/non-registered investment offerings
  • Comprehensive knowledge of financial markets, trends, products and investment techniques
  • Strong analytical skills and experience in use of quantitative portfolio analysis tools
  • Familiarity in uses of retail and institutional industry databases and research tools such as SimFund, Morningstar Direct, Lipper, eVstment etc…
  • Ability to present, articulate a point of view and influence an audience
  • Critical thinker who is a quick learner and decisive; responsive decision maker
  • Strong written, verbal, and interpersonal skills
  • Ambitious work ethic and proven professional disposition
  • Demonstrated leadership in managing change and innovation
  • Able to work effectively with other businesses as a team player
  • Experience with the basic concepts of investment portfolio management and the principals governing fiduciary investing
  • MBA desired
  • CFA or CIMA preferred (but not necessary)
141

Global Rates Strategist Resume Examples & Samples

  • Stay informed on global macro developments that have a bearing on the pricing of global market correlations and their relevance for global rates products
  • Address bespoke client requests
  • Present to clients on key themes and trade ideas
  • Engage in Citi’s broader research capabilities across all asset classes
  • Very strong macroeconomic analysis skills
  • Advanced econometric modelling skills with proven experience in empirical economic or macro-product (e.g. interest rates) modelling
  • Extensive years of experience of regular writing and client presentations
  • Experience in talking to policymakers
  • Experience in client presentation
  • Working knowledge of fixed income products
  • Strong econometric skills required with experience in using tools such as Eviews
  • Ability to understand quantitative methodologies such as PCA and Kalman filters
  • Spreadsheet skills
  • PHD Economics or Econometrics is preferred, down to a minimum of an MSc equivalent
  • Relevant securities industry registrations
142

Technology Strategist Resume Examples & Samples

  • You can be based anywhere in the US. as long as you're open to some travel-see below
  • You will engage and build relationships with CxO and VP level positions in our Strategic and Global customers, providing strategy and solutions surrounding VMware EUC technologies
  • You will provide architectural guidance and oversight into integration of VMware and third party products within customers IT environment: Active Directory, Windows Server and Desktop Operating Systems, desktop hardware devices, SAN/NAS storage, networking, systems management, capacity management and monitoring, high availability solutions, security infrastructures, etc
  • You will help facilitate/Lead pre-sales efforts including: technical sales presentations, architecture design discussions, competitive displacement, advanced proof-of-concept (POC) engagements, professional services transitions, solution demonstrations, and technical workshops
  • An important component of this role is to build and maintain the confidence of colleagues, managers, and customers
143

Principal Strategist Resume Examples & Samples

  • Establish solid working relationships with VMware strategic account teams, sales leadership, professional services, product management, and executive staff
  • Develop, contribute to and promote VMware thought-leadership
  • Support the development of the customer solution and services design
144

Business Solutions Strategist Asean Resume Examples & Samples

  • Assist in ROI and TCO analysis as well as developing high quality business cases
  • Spread best practices among accounts/account teams and elevate strategic mindshare with those accounts Requirements
  • Bachelors degree required; Masters of Business Administration a plus
  • Record of building strong customer relationships
  • Deep understanding of the financial and technical challenges faced with running modern day IT operations at large corporations
  • Technical and Business writing skills (white papers, proposals, competitive responses)
145

Emerging Payments Data Strategist Resume Examples & Samples

  • Identification of new opportunities to monetize TD transactional datasets
  • Collaboration with start-ups, academia and industry participants to structure new data-driven opportunities and identify possible solutions
  • Guidance and oversight to project managers, data scientists, and broader team members
  • Defining evolving needs for data sources, tools, infrastructure and talent
  • Educating TD stakeholders on findings, opportunities and overall strategies
  • Use of creative and technical insight to inform business decisions
  • History of making an impact, developing and executing on both near-term and long-term strategies
  • Ability to work cross-functionally using influence and strong relationships to lead change
  • Ability to manage competing high priority initiatives with adaptability to rapidly changing environments
  • Presentation of complex or abstract concepts to a range of audiences
  • Experience working with Hadoop infrastructure and toolsets
  • Master's degree in Data Science or equivalent
  • Business or product management experience is an asset
  • 2+ years of experience in programming in Java, Python, Spark, R or similar
  • Knowledge of the blockchain data model is an asset
146

Business Solutions Strategist Resume Examples & Samples

  • Participate in the pre-sales process to understand customer business and technical objectives and product requirements
  • Maintain current and in-depth knowledge of the entire VMware product line
  • Effectively communicate solutions architecture to the customer, third parties and the project teams
  • Contribute to definition of an Organization Change Management Approach
  • Ensure that propositions are technically sound, deliverable, competitive and representative of market leadership in the application of technology to addressing business issues
  • Ensures effective client engagement and stakeholder management during assignment (may include management of subcontractors and partners) *Build and maintain ICP engagements on accounts agreed with management within the assigned territory *Define, develop and implement actions according to account plans on accounts with account teams *Drive business development to support pre-sales activities, with a primary focus on identifying, scoping and proposing services engagements *Coordinate sales efforts with delivery management and practice management team *Participate in regional marketing events to promote VMware *Ensure formal contractual mechanisms (i.e. SOW) are established and maintained within active accounts *Develop new business opportunities on focused accounts *Deliver accurate weekly bookings forecast within assigned territory *Adhere to VMware sales process and methodologies on all opportunity pursuits *Participate in account relationship and issue management activities *Maintain proficiency in VMware service offerings, value propositions, and representative case studies
147

Business Process Strategist Resume Examples & Samples

  • Consult with senior business owners to understand business strategy and needs
  • Work as an individual contributor or lead others on specific process improvement or measurement projects
  • Educate and coach others in business process management methods
  • Prepare and present recommendations and status of initiatives to executive management
  • Gather process performance data
  • Conduct quantitative and qualitative analysis
  • Identify opportunities for process improvement or organizational/job design
  • Design future state processes gaining input and buy-in from multiple stakeholders
  • Develop process diagrams in Signavio process modeling software
  • Create charts, diagrams, and impactful deliverable documents using PowerPoint, Excel, Visio or Word
  • Conduct work observations; measure work activities; set productivity standards
  • Lead group working sessions
  • Administer process change governance
  • Establish, measure and report key performance indicators
  • Plan and manage project tasks, risks, and timelines
  • Lean certification required (very strong equivalent experience may be considered)
  • Experience training and directly using lean management methods for knowledge/service industries
  • 2+ years leading others in strategic planning / process engineering
  • 5+ years of well-rounded experience in business process improvement
  • Prior success in leading process redesign efforts on large programs
  • Ability to work in a consultative manner across multiple business areas
  • Strong analytical & problem solving skills
  • Ability to think holistically about complex organizational, process, and technology systems
  • Highly organized and detail-oriented approach to personal work quality
  • Strong written and verbal communication skills with experience interacting with senior executives
  • Bachelors degree required, masters preferred
148

Services Strategist Resume Examples & Samples

  • Bachelor’s degree in job-related discipline
  • 7 - 10 years sales experience with a proven track record in meeting quota. 3 years management experience desirable. Educational sales experience and teaching skills are desirable
  • Expertise in district curricular needs and ability to develop/identify products/services to fill gaps
149

Technology Strategist Resume Examples & Samples

  • Support the business in serving over 100 million interactions a year for servicing their client’s everyday banking/ Insurance/ Operational needs
  • Provide strategic technology direction for remote offices and agents by understanding current process and business visions and in turn provide solutions on ways that we can optimize business outcomes
  • Ensures strong business and technology alignment by defining and executing on a portfolio of initiatives
  • Communicate T&O key initiatives and processes to business stakeholders to align and support business strategy
  • Communicate business strategies to CCT and other T&O stakeholders to align technology efforts with desired business outcomes
  • Provides superior client experience by collaborating with colleagues across the RBC organization to get things done
  • Forms strategic partnerships with technology and business partners in a collaborative manner
  • Accountable for stakeholdered initiatives ensuring on time and on budget delivery
  • Provide Leadership and direction to continually improve efficiency in order to reduce maintenance and development costs for the business
150

VP, Experience Strategist Resume Examples & Samples

  • Partner with a cross-discipline experience design team (and Agencies/vendors) to invent and execute breakthrough solutions that our customers love
  • Manage all projects using Design Thinking principles with agile methods ensuring that every project large or small starts with strategy and a well-defined problem to solve
  • Uncover rich insights from NPS data, digital analytics, first/second and third party research that can fuel remarkable solutions
  • Work with internal analytics partners to track the performance of the team’s solutions and use that data to inform the next iteration
  • Partner with other strategists, analysts, researchers at Citi to co-create Design briefs and set expectations for deliverables
  • Help package concepts and present to internal stakeholders in persuasive, articulate and compelling ways -- charismatic story telling skills are a must
  • Be a motivating and inspiring force in the group that gets the best performance out of people
  • Be the voice of the customer, the oracle of cultural trends, and a champion for authentic brand experiences
  • 7+ years of experience developing and implementing strategies that drove measureable results
  • Traditional planning experience, e.g. identifying customer, cultural and competitive insights and writing creative briefs
  • Experience with technical facets of eCommerce or financial platforms
  • Knowledge of the Design Thinking methodology and experience working with teams through the process of investigation, ideation and implementation
  • Experience leading research activities such as co-creation workshops, stakeholder interviews, focus groups, and usability studies
  • Some experience managing a budget
  • Bachelors Degree or Equivalent. MBA preferred
  • Candidates should have an award-winning portfolio of projects that they contributed to
  • Experience in both website development and digital marketing including social marketing, video storytelling and static advertising. A background in non-digital marketing (Brand and promotional TV and print) is a huge plus
  • Strong understanding of interaction design, site architecture, and designing intuitive user interfaces and navigation that align to an ideal customer journey
  • Proven expertise in time and project management
  • Strong communication (written and verbal) and public speaking skills
  • 100% reliable
151

FX Strategist Resume Examples & Samples

  • Develops sources of research information on currency markets, notably on LatAm FX
  • Prepares regular written research reports summarizing findings of analysis
  • Communicates recommendations to clients either in cooperation with sales force or directly with clients
  • Makes presentations to clients, industry groups and internal departments. Develops and distributes written materials and reports
  • Provides management direction to foster effective selection, development and reward of subordinates while contributing to initiatives in support of the Company’s Diversity programs
  • 7+ years’ Research analysis experience; minimum of 2 years’ experience with financial modeling and/or forecasting
  • CFA candidate a plus
152

Provider Strategist Resume Examples & Samples

  • Support GPS in developing and executing Blackrock’s post trade/index/market data provider strategy
  • Maintain and enhance economic models, drive commercial discussions both within BlackRock and with our providers
  • Develop strong working relationships with firm wide constituents and strategic providers
  • Actively contribute to the identification and implementation of improvements to the way in which we conduct and leverage our provider relationships
  • Work collaboratively with team members supporting Strategy, Analysis, Reporting, and Contract Administration
  • Ad-hoc projects and initiatives
  • Degree or Diploma in Finance or similar field required, advanced degree preferred (MBA)
  • 8+ years of relevant investment industry experience with emphasis in product development, legal and/or relationship management functions
  • Consulting and/or strategy experience desired
  • Analytical ability to synthesize information and summarize issues. Attention to detail and ability to prioritize the most critical business issues
  • Expertise in post trade (Custody, Fund Administration, Transfer Agency), Market Data and/or Index required
  • Highly effective oral and written communication skills. Intellectual ability and interpersonal skills to establish credibility with managers and their teams
  • Results driven, with a high degree of self-motivation
  • Resourceful, proactive team player, able to work with people of all levels
  • Ability to organize and manage multiple tasks in a professional, fast-paced environment
  • Understanding of the asset management industry; portfolio management, operational and the regulatory environment associated with it
  • Strong cross team relationship-building skills, capable of adapting style of communication to audiences of different technical knowledge and backgrounds
  • Ability to pick up and digest new detail and information quickly
153

Wealth Strategist Resume Examples & Samples

  • Technical expertise in financial, retirement, estate and income tax planning
  • Excellent cash flow and income tax analysis skills
  • Facility with Excel and PowerPoint
  • Good presentation skills/personal interactions
  • Experience in the fiduciary, trust and financial services industry
  • Ability and desire to solve problems, simplify complexity
  • Provide educational seminars internally
  • Speak to client and intermediary groups externally
  • As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, guidelines and controls
  • Accounting background with 5-7+ years of experience, CPA helpful but not necessary
154

Development Tools & Practices Strategist Resume Examples & Samples

  • Establish achievable roadmaps for a well-integrated, productivity-enhancing target state toolset, development practices and shared utilities/solutions
  • Drive the standardization and adoption of tools facilitating lifecycle automation, “shift left”, continuous integration and agile delivery
  • Ensure that our toolset is current, fully supported, in line with software industry best practices, and that it enables high developer productivity and ever-improving code quality
  • Consult industry experts to discover, integrate and fully leverage new productivity-enhancing features and solutions for our SDLC toolset
  • Work with sub-LOB CDOs and AD teams to identify gaps in our toolset and to drive the proposed and successful solutions through the appropriate standards governance process
  • Identify and communicate enhancements of processes and tools to shared services to drive centralization to achieve economies of scale
  • Evolve policies and procedures to support early project adoption of target state tool choices
  • Recommend and facilitate the collection of meaningful metrics to track adherence to standards and progress on convergence to target state
  • Evangelize the importance and benefits of common, standard toolset across the organization
  • Crisply report to senior management on toolset standardization progress and on correlating improvements and business benefits
  • Be an agent for change
  • Provide leadership by example
  • Travel ~20% of the time
  • 5-7 years of extensive hands-on experience in designing and coding of large-scale, complex enterprise systems
  • Fluency with agile software engineering, object-oriented patterns/design/execution and modern large-scale software architectures
  • Demonstrated people-management and influence-management experience
  • College degree in computer science or software engineering
  • Technical skills to include Java/J2EE and/or C#/.NET
  • Deep understanding of SDLC automation tools such as Jenkins, JIRA, Maven, SVN or others to work with a variety of projects with various technology stacks
  • Ability to tailor communications (written and verbal) to a range of distinct audiences from project participants through senior management
  • Past experience with presentations to large technical audiences
155

Innovation Strategist Resume Examples & Samples

  • Establishes deliverables and timing in partnership with the core team
  • Helps formulate customer qualitative research plans and discussion guides
  • Designs and develops tools and activities according to the unique program needs
  • Synthesizes research into insights opportunities and frameworks
  • Builds insights and frameworks into a cohesive story to drive change
  • Utilizes design skills to create concepts for new experiences considering all customer touch-points
  • Participates in the development of prototypes and tests
  • B.A. in design or related field and a minimum 6 years of experience on an Innovation or like team
  • Outstanding communication, facilitation and presentation skills, including visual storytelling
  • Commercial sense, market knowledge, ability to research and apply market/trend information
  • Must have experience in the process and practice of design thinking and lean processes, including but not limited to learning and test plan writing and implementation
  • Demonstrated ability to work independently with minimal supervision
  • Strong organization and communication skills as well as a high tolerance for ambiguity and the demonstrated ability to influence without authority
  • Demonstrated expertise at problem solving, visualization and strategy development
  • Experience working on multi-disciplinary teams within business, design and research
  • Proactive leader with proven ability to take risks, and challenge the status quo and manage and drive change
  • Outstanding track record of developing innovative, differentiated and winning strategies
  • Understanding of the retail industry and how it is changing
  • Must be a team player, comfortable working in “white space” and with ambiguity; with this new team, roles will evolve and one must be willing to take on incremental responsibilities
156

Acct Tech Strategist Major Resume Examples & Samples

  • Build, own, and advance a trusted-advisor relationship strategy that enhances and extends the account executive relationship
  • Leveraging Microsoft's infrastructure optimization models, build and maintain a technology adoption roadmap as the foundation of the vision and engagement plan with the customer (see Account Profiling)
  • Drive the "technical close" on all deals and competitive situations
  • Serve as the hands-on technical program manager for a variety of initiatives ranging from desktop deployments to proofs-of-concepts and specific solutions such as unified communications. Ensure successful reference deployments of these solutions
  • Articulate effectively and passionately the business value of our solutions
157

ALM Liquidity Strategist Resume Examples & Samples

  • Additional projects as assigned
  • LI-RP1
  • 5+ years developing and/or validating financial models or Combination of education and experience (years /description) 5+ years Treasury/ALM experience in a bank environment
158

Data Strategist Resume Examples & Samples

  • Works closely with business stakeholders, analytics, modelling and campaign selection teams to design appropriate strategy, campaign plans and insight using customer data to inform decision making
  • Acts as a consultant between the stakeholder and data teams to ensure effective use of data across the business with clear evaluations and recommendations delivered in an easy to understand manner
  • Acts as the conscience of the business, challenging and impacting decision making
  • Understands the best ways to use data, modelling and analytics to produce actionable insight
  • Can present data and insight in a clear, confident manner to a variety of audiences with the ability to tailor information dependent on audience and level of analytical understanding
  • Manages own portfolio of work using good project and time-management practices
  • Manages key stakeholders within projects across multiple disciplines
  • Role models the R&CA values and behaviours
  • Required Technical Skills: High level of proficiency in Microsoft Excel, good understanding of complex database structures, understanding of SAS/SQL for analytics, understanding of predictive models
  • Good business awareness
  • Excellent team working
  • Excellent project stakeholder management Essential Qualifications (Academic/vocational)
  • Numerate degree or proven numerical aptitude in a similar role
  • Relevant experience in a similar data strategy role in marketing/CRM
  • Proficient in developing data strategies within a complex data environment with a high volume of customers (e.g. past industry sector experience may include retail, financial services, telco or utilities)
  • Proven track record in briefing and working alongside analysts in the generation of customer insights and analysis that support the overall data strategy with particular emphasis on the production of detailed customer targeting briefs
  • Experience in the data & targeting design of complex campaigns/ communications plans including test and learn strategies and experience of briefing and working alongside data campaign delivery managers
  • Experience of briefing analysts on pre and post campaign analysis requirements
  • Shaping and receiving analytical outputs and translating the insights into presentations for business / marketing audiences
  • Experience of interfacing with business / marketing team members and proficient in translating marketing requirements into analytical briefs
  • Sound knowledge of the application and benefits of analytical techniques to marketing / CRM Expertise (Specialist knowledge)
  • Excellent understanding of CRM
159

Asset Allocation Strategist Resume Examples & Samples

  • Must be motivated and driven, intellectually rigorous, have strong personal integrity, and great at working as part of a team
  • 2-4 years of investment related experience in a relevant financial or quantitative field
  • Comfort and experience programming is required; SAS is preferred
  • Strong verbal and written communication skills is preferred
160

Client Segment Strategist Resume Examples & Samples

  • Develop and implement core client segment treatments, client experience and resulting programs throughout the Consumer Segment to meet stated business plan objectives and selectively differentiate KeyBank in the marketplace
  • Assist in leading innovation efforts for new or enhanced client treatments and acquisition, expansion and retention strategies
  • Leverage client insights to understand customer needs, preferences, and trends for core client segments Synthesize insights into strategic frameworks and make recommendations accordingly
  • Key insights to include client behaviors, market research, financial performance, sales results, and competitive forces
  • Build business cases to support the launch of new client centric initiatives, quantifying revenue sources, cost assumptions and success measures. Monitor initiatives, post launch, and make continual recommendations for improvement
  • Recognize competitive strengths and weaknesses. Identify gaps in current offerings and formulate recommendations to close gaps. Provide perspective on how the market is evolving and how the competition is evolving
  • Collaborate with support partners (Product, Sales and Performance Management, Channel, Marketing, etc.) to determine the optimal direction for core client experience and develop revenue and client growth opportunities
  • Partner to effectively implement marketing/sales strategies and tactics ensuring a unified and consistent client treatments
  • Coordinate product, channel and marketing teams to ensure consistent and effective delivery of preferred client experience
  • Bachelor’s Degree (Business or related field), preferred but not required
  • 3-4 years of business, strategy development, analytics or related experience
  • Demonstrated horizontal collaboration across multiple stakeholders to maintain strong relationships with Segment, Marketing, and support partners including coordinating multiple resources to support strategy/program development
  • Effective communications skills, including demonstrated ability to orchestrate and present information at all levels within the organization
  • Strong knowledge in developing product strategies based on Segment needs, preferences, and practices
161

Banking Field Engagement Strategist Resume Examples & Samples

  • 3 – 7 years of experience in financial services
  • Proficiency in Microsoft Office with advanced skills in Excel and PowerPoint
  • Broad understanding of the financial service industries
  • Strong organizational, problem solving and project coordination skills
  • Ability to work both autonomously and within a team structure
  • Able to multitask in a fast paced and demanding environment
162

Technology Strategist, VP Resume Examples & Samples

  • Work as key strategist with Business Manager for Asset Management Technology
  • Coordinate business led executive meetings, including Strategic Technology Council and Electronic Trading Business Controls
  • Lead analysis on key AM Technology challenges
  • Work with CTOs on establishing strategic direction for cross-asset initiatives
  • Execute on various corporate and division-wide operational requests
  • Help manage day-2-day issues
  • Establish annual business feedback on technology performance
  • Implement technology operation model
  • Drive AM Technology offsites and help set strategic agenda (1-2 a year)
  • Help drive annual Technology Strategy with CFO
  • Coordinate cross-LOB challenges and develop strategies
  • Serve as a sounding board on general priorities, communications, town halls
  • Help coordinate management offsites on strategic issues
  • Contribute to a “swat team” responsible for delivering for Head of Asset Management Technology (and CTOs / sr. team of technologist leads)
  • Drive front office IT Strategy for an Asset Management firm
  • Adept at traversing between business, technology and operations teams to drive consensus and alignment
  • Quick learner who can delve into new and complex subject matter, quickly get up to speed and drive decision making, airing out options
  • Excellent business writer, storyteller, crafter of executive messages and framing technology problems in English for non-technical audience
  • Strong-willed with a presence to work in fast-paced environment with alpha personalities
  • Ability to thrive in unstructured, high pressure environment
  • Delivery and impact-focused
  • Minimum 5 years of experience in Consulting
  • Minimum 2 years working on Strategy Projects
  • Excellent Microsoft Office skills, especially PowerPoint
  • Understanding of Asset Management businesses
  • Ability to manage projects at a senior level, including ability to lead cross-functional discussions and strategy reviews
  • Ability to present complex solutions and methods to a general community
  • Ability to drive and craft senior level presentations
  • Ability to build a strong people network within a large organization - effecting change and communicating clearly
  • Understanding of technology, operations, and business processes
  • Excellent written and verbal communication and organizational skills
  • Strong interpersonal & communication skills
  • Strong analytical, interpretive and problem solving skills
  • Proficient in multiple business disciplines, functions and knowledgeable about the business' strategic direction
  • Forward-looking and creative thinker, with a general problem-solving mindset
  • Knowledge of SharePoint
163

Senior Wealth Strategist, Institutional Resume Examples & Samples

  • Coordinates and conducts sales presentation to include participation by appropriate internal professionals
  • Maintains in-depth knowledge of the issues affecting the target market to successfully position oneself as a technical expert and resource
  • Identifies opportunities to cross-sell other services and products to the target market
  • Works closely with local management to leverage the network and ensure client retention
  • Assumes responsibility for complex and sensitive
  • 10 years minimum experience in an institutional sales or related role. In-depth knowledge of the target market and the assigned territory. CIMA, Series 7 and 63
164

Senior Wealth Strategist Resume Examples & Samples

  • Maintains current in-depth knowledge of
  • Represents personal financial planning in various
  • 5-7 years of trust sales or trust relationship
165

Mobile Operator Strategist, Internet.org Resume Examples & Samples

  • Develop a clear vision for Internet.org program’s role as part of mobile operators overall strategy in emerging markets
  • Go deep into data (across Facebook, partner and market data) to provide sophisticated analysis on market trends, mobile operator strategies and Internet.org program business impact to develop narratives and frameworks that help potential partners and the industry to understand and recognize Internet.org benefits to mobile operator business
  • Work with senior leadership of individual mobile operators and operator groups to deeply understand their strategy and business, then create strategic positioning and business cases for Internet.org program to help partnerships team win partners
  • Coach partnership managers and provide training to develop their capabilities in strategic positioning
  • Lead creation of high-level messaging and collaterals for Facebook mobile operator propositions
  • Influence internal decision making about overall program and product direction with high-quality argumentation and data based analysis
166

Campaign Strategist Resume Examples & Samples

  • Understand clients’ needs by partnering and collaborating with Sales Teams to determine strategic approach for proposals and determine value proposition
  • Apply rules and regulations pertaining to inventory selection and campaign timing, such as geographic distribution, revenue and inventory management guidelines, as well as panel specific attributes
  • Formulate inventory selection strategy, using inputs such as quality of inventory, appropriate pricing, past client history, and targeted demographics
  • Provide guidance on delivering audiences and effectively using market assets, and help Sales Teams ‘sell and win the market&#8217
  • Investigate alternative options for client proposal to upsell market
  • Utilize Clear Channel’s tools for proposal development, inventory selection, and pricing
  • Assure all Proposal data is accurately entered into apps and accessible to internal Proposal Coordinator Team
  • Respond to Sales Team within prescribed timeframes, adhering to strict deadlines
  • Consult internal resources for intelligence and data outside of internal tools
  • Track, monitor, and follow up on RFPs and proposals; coordinate and ensure fulfillment and delivery of RFPs; quickly resolve issues when they arise
  • Share best practices proactively across Campaign Strategy Team
  • Provide quality competitive data, market trending, and market knowledge of Clear Channel positioning vs. other companies and media
  • Bachelor’s degree in Business, Advertising, Media, Marketing, or equivalent field, or a combination of relevant work and educational experience
  • Three+ years’ experience in a successful sales, advertising, or marketing services organization
  • Understanding of the market and competitive environment and customer needs and trends
  • Knowledge of audience delivery and ability to understand and interpret audience metrics
  • Understanding of multi-market strategy, pricing, and occupancy impacts and how to ‘sell and win a market&#8217
  • Ability to analyze data and apply analysis to requests from clients
  • Demonstrate organizational skills, ability to effectively multi task, prioritize work to meet internal clients’ needs
  • Ability to identify cause of issues and work quickly to resolve them
  • Ability to manage own time effectively to meet internal clients’ needs
  • Ability to interact effectively and professionally with internal clients
  • Ability to communicate effectively in writing and verbally. Listens and responds appropriately
  • Reports to Regional Manager, Campaign Planning
  • Role will be based at a Clear Channel Outdoor office and will require some travel for meetings and training
167

Cbna-o&t-credit Initiation Strategist & Bureau Lead Resume Examples & Samples

  • At least one year of relevant experience in Consumer Credit Operations
  • Strong process and analytical skills
  • Proven ability to leverage technology and automated solutions
  • Knowledge on credit processes and capable of SAS programming
  • Team player and leader, strong people skills
  • Ability to translate business strategy to detailed processes with high attention to details
  • Ability to work under pressure and solve problems in an expedient manner
  • Strong command of both spoken and written English
168

Ad Campaign Performance Strategist Resume Examples & Samples

  • Develop a deep understanding of the client’s campaign goals
  • Audience development for WSJ digital and creation of social strategies for custom content
  • Partnering closely with digital analytic vendors to make full use of their resources in order to provide best-in-class reporting to advertisers
  • Proactive daily analysis of first and third party ad delivery
  • Create custom campaign performance reports
  • Manage and be accountable for billing reconciliation and reporting
169

Asia Strategist Resume Examples & Samples

  • Support and manage all types of projects the team leads, including strategic reviews for businesses and countries, and assessment of M&A and strategic investment opportunities for Credit Suisse
  • Conduct rigorous analysis and produce high quality, insightful content
  • Help in the development of bespoke research, performance analytics, and competitive intelligence
  • Work collaboratively with internal businesses and support functions, and keeping informed of regulatory reform and general industry trends that can impact our business
  • Assist as needed on ad hoc assignments
  • Direct reporting line to the Head of Asia Strategy. You will be working closely with APAC regional senior management
  • The broad scope of the team provides an opportunity to build a strong network of senior contacts among the business and functional leaders of Credit Suisse
170

Senior Strategist Resume Examples & Samples

  • Should be at a stage of his or her career where they’re unafraid to take risks but respectful of trust and duties placed on us by the Client
  • Must be willing to champion ‘inspiration’ as key both internally and client facing
  • Must be well versed in a variety of brand models and approaches so that s/he is able to leverage appropriate methodologies to better thinking and output
  • A strong Consumer Package Goods (Fast Moving Consumable Goods) stint during his/her career would greatly help
  • Must be able to scenario map/ implement war-game thinking given the competitive nature of the category
  • Should have a new product development mindset
  • Ensuring knowledge share within the Strategy Group – everyone should be in the know of what is going on with other accounts to ensure collaboration and collective contribution
  • Demonstrating the power of integrated thinking and action (championing media/channel and digital from the upfront part of the strategic and creative process to ensure stronger engagement between people and brand)
  • Must have a developed point of view on business, brands, people, culture and technology but never to the point where it’s closed-minded
  • Must be team oriented vs ‘lone wolf’ – the culture of the department is ‘pack’ – we support each other
  • Be commercially minded – the business responsibilities are shared and as a leader on an account, you have to at least have an appreciation for this part
  • Be protective and nurturing towards the developing skill-sets of channel and digital. These two things will make brand planning even more exciting and so commitment to its growth needs to come from the Director level
  • Be able to lead the strategic efforts on New Business
  • Managing and mentoring Planners and Senior Planners; including performance and salary reviews – even if you do not have a ‘direct-report’, you will be a leader in a group that is 40+ strong
  • Playing a significant role in the Department’s management, including staffing decisions, administrative responsibilities, training, etc
  • Undertaking special department projects
  • Detailed knowledge of Shopper Marketing a huge plus
  • B.A./B.S. required; Graduate degree in social sciences, communications or business desired
  • 10 years+ of Brand Planning experience preferred
  • Candidates must be experienced in managing people, building brands, developing and leading creative development for current clients, be original thinkers/innovators and have great presentation and writing skills
  • Candidates must also have the ability to move creative teams off/on various strategic directions by facilitating, disrupting creative development and understand both quantitative and qualitative research methodologies
  • The preferred candidate should have experience conducting focus groups, projective techniques, one-on-one interviews and other methodologies to gain unique consumer insights
171

Senior Strategist Resume Examples & Samples

  • Senior Strategist of PlayStation Network Game Category articulates and develop the platform strategy and high level value proposition for PlayStation Network game category, define and propose major platform business policies and directions that underpin the strategy and to identify major business opportunities and risk through competitive analysis, consumer research, reports, business intelligence and interviewing internal/external stakeholders
  • Building asset valuation model, identify levers and develop KPIs. Propose investment where appropriate
  • Working with cross functional team throughout the organization to make sure that the strategy is understood and integrated into the businesses
  • Key Duties and Tasks
  • In order to meet these objectives, you will need to
  • Design, conduct research, interviews and collect business reports - to collect market data and solicit input from internal stakeholders, partners to fully understand the market, consumers and industrial trend
  • Analyze all intelligence available such as the research including one conducted by other group, business reports and business intelligence captured from existing customers
  • Articulate the strategy and high level value proposition for PSN game category, using insights derived from data and feedback
  • Lead and facilitate the global platform strategy and policy group comprised of key individual across the organization in order for developing and refining strategy and policies
  • Ratify the strategy and direction with the senior executives and socialized with the key stakeholders including product group and regional businesses
  • Establish trusted relationships across the key stakeholders in order for helping the org understand this roles’ service and negotiate priorities and resources
  • Manage a senior strategic analyst and a strategic business manager
  • 8+ years’ experience within business strategy or product strategy in video game business for a global product or platform
  • Ability to analyze and create strategy for network platform for game business and managed team of highly motivated business professionals
  • Broad understanding of the entertainment products and service industry, including a deep understanding of how ecosystems function in the gaming businesses
  • Ability to work collaboratively with many stakeholders in order to achieve common objectives
  • High capacity for strategic thought and the ability to solve unstructured business problems
  • Leadership to transform strategy into successful execution and a passion for operational excellence
  • Bachelor’s Degree required / MBA preferred
  • Excellent interpersonal skills and the ability to maintain effective & complex working relationships
  • Proven analytical & problem solving skills
172

Senior Strategist Resume Examples & Samples

  • Lead strategy initiatives from start to finish
  • Activate LPK’s brand building tools while constantly looking to evolve and invent tools to meet changing needs
  • Create obvious value for clients, teams and LPK
  • Use your analytical skills to uncover opportunities and illuminate a path forward for the LPK team and client
  • Craft and deliver presentations that will influence clients to buy our best work
  • Develop insights which are original, thought provoking and inspire ideas
  • Provide your teams with a strong strategic point of view at all times … Develop a voice that is strong, calm and credible
  • Plan and lead strategy workshops
  • Use and/or design research to deliver interesting and effective ways to engage with stakeholders (consumers, customers, employees, etc.)
  • Audit brands, markets and categories to identify trends, themes and inspiring opportunity areas to feed into the creative process
  • Collaborate with Client Service partners to resource for each project and accurately scope costs, timings and deliverables
  • Lead the work as if you owned the brand
  • Push yourself and the work beyond the expected
  • Build healthy working partnerships with business and/or project leads (both internal and external)
  • Proactively seek coaching and training opportunities from colleagues
  • Meet deadlines and manage your time wisely — sweat the small stuff
  • Be flexible and adaptable — “It’s due tomorrow? Sure, no problem, I can handle it!”
  • 5+ years of experience in brand consulting and strategic planning with brand/design consultancy, ad agency or client-side brand management
  • Creative thinker able to imagine new possibilities
  • Critical thinker who can synthesize ideas
  • Strong communication skills: able to communicate conceptual ideas clearly and persuasively
  • Excellent writing and presentation skills: superior ability to write and present
  • Flexible
  • Insatiably curious
  • Fearless in challenging convention
173

Asia Strategist, DIR, Singapore Resume Examples & Samples

  • Direct reporting line to the Head of Asia Strategy. You will be working closely with the APAC CEO and regional senior management
  • This role offers you the chance to play a critical role in the ongoing development and realization of Credit Suisse’s vision and strategic objectives in APAC, and ensure connectivity to the broader Bank strategy
  • An exciting opportunity for you to join the Asia Strategy team and contribute to strategic reviews of key business/countries, assessment of M&A and partnership opportunities, competitor and macro analysis for strategic planning, coordination with businesses on key strategic initiatives and a range of strategic projects on behalf of executive management
  • This role can be based in Singapore or Hong Kong depending on the right candidate
  • Strong focus on talent development and exposure to internal mobility opportunities
174

Partner Technology Strategist Resume Examples & Samples

  • Build a skills development strategy for improving partner capabilities around pre-sales, technical sales, project management, and service delivery quality
  • Build and execute unique readiness plans for assigned partner to grow partner practices with a focus on Microsoft cloud technologies
  • Grow P-Seller capacity and capability as the core of the CA Co-Engagement motion thru Practice Development and Technical and Sales Enablement
  • Assist partners/P-Sellers drive sales and consumption through a "teach them to fish" mind-set”
  • Support technical sales of key pipeline opportunities through partners, creating customer value, and driving deployment and consumption of the solution
  • Works through P-Seller to grow and extend partner cloud practices
  • Be the “Compete Champ” in CA, enabling managed partners to drive competitive deals and bringing them in on key competitive opportunities as identified by local subsidiary
  • Be able to position the customer and partner value proposition of the Microsoft Cloud solutions
  • Proven technical sales and deployment experience required with track record of successful usage/consumption of cloud solutions
  • Strong cross team collaboration and communication skills
  • Management experience is a plus
  • Ideal work experience would include all of the following: technical consulting, solution design, project envisioning, planning, development, deployment, and management
  • Must be able to accommodate X%+ travel requirements and the ideal location is X
175

Partner Technology Strategist Resume Examples & Samples

  • Passionate about and deep understanding of Microsoft Azure services and technologies as well as business drivers for partners and emerging computing trends
  • Proven track record of building technical and business relationships with executives and technical leads within Partner organizations
  • Able to set and lead the technical vision while balancing business drivers and imperatives to help partners build profitable Azure/cloud businesses
  • Experience in technical pre-sales roles
176

Fundamental Product Strategist IFI Global Unconstrained Fixed Income Resume Examples & Samples

  • Work alongside portfolio managers and product strategists to represent the global unconstrained fixed income strategies to external and internal stakeholders
  • Be responsive to client requests and queries, including supporting often very complicated and deep due diligence processes
  • Help define and position BlackRock’s competitive advantage in the unconstrained fixed income fund landscape; understand industry dynamics, drivers of growth and undertake competitor analysis
  • Regularly communicate with regional stakeholders to understand sales and client feedback around the reception of product messages and positioning
  • Strong quantitative skills
  • Preference for other languages to a business standard
  • Strong knowledge of Excel and PowerPoint essential; Bloomberg and other market data systems useful
  • Solid interpersonal skills and ability to quickly form meaningful working partnerships
  • Strong written, verbal and interpersonal communication skills to clearly articulate fixed income concepts, ideas, and processes
  • Disciplined organisation skills
177

Fixed Interest Strategist Resume Examples & Samples

  • Producing research relevant to the Australian bond market structure, market dynamics, securities valuation, and investment ideas
  • Maintain and build the quantitative offering from the rates strategy team
  • The identification of relative value opportunities on an intra and inter-market basis
  • Providing research and commentary across Government, Semi Government as well as interest rate derivative and money markets
178

Partner Technology Strategist Resume Examples & Samples

  • Assess Capability: Determine a partner’s technical sales capabilities and implementation methodologies by working closely with mature and recruited partners using a consistent assessment process
  • Plan Capacity: Apply an established set of criteria to provide a foundation for the partner’s development strategy, and establish “gives and gets” with the partner to enable execution for future growth across key markets
  • Collaboration & Team Work: Help support the partner business planning process, partner portfolio development, sales pipeline reviews and periodic business reviews. Key team roles are Partner Account Manager, Partner Recruiter, and Partner Sales Lead. Collaborate and grow relationships with MBS internal as well as partners’ technical and sales teams, MCS, and MS Services that translate into thorough plans and monitored execution of partner skills across the areas of pre-sales, sales, and project implementation
  • Self-Development: PTSs are required to be Subject Matter Experts
  • Establish partner ecosystem to help Microsoft get to market faster and gain share faster than competitors
  • Lead competitive learning by gathering intelligence and building knowledge of competitors products, programs, weaknesses, strengths, and strategies, and then educating key internal stakeholders including Business Groups, Worldwide Partner Group, Marketing & Operations teams, and leadership
  • Build and execute a unique readiness plan per assigned partner to increase capacity and capabilities in the channel
  • Provide insights that help Microsoft create better future partnering programs
  • Build and maintain industry expertise relevant to the market
  • Deliver and differentiate our value proposition from the competition
  • Market shifts - evolving technologies in the marketplace as a result of cloud and other technology developments
  • Competitive disadvantage - Microsoft is not the market leader in identified strategic product areas
  • “Must-Win-Partner” decisions - this role may engage in situations that require extensive skills around cross group collaboration and managing expectations between groups within a subsidiary for example; EPG, Public Sector, Corporate Accounts and the Partner Strategy and Programs teams and executive leadership
179

Fixed Income Strategist Resume Examples & Samples

  • Strong HTML5 and Javascript knowledge
  • Good communication skills. The role will involve direct interaction with users here on the desk
  • Good problem solving skills, ability to solve problems with abstraction
  • Experience with Q/KDB+ is an advantage, as most of the tools developed by the team builds on top of KDB as a back-end
  • Experience of build / release process on multiple platforms is a plus (e.g. experience of electric commander)
180

Partner Technology Strategist for Appplat Resume Examples & Samples

  • Drive P-Seller strategy & enablement
  • Grow P-Seller capacity and capability as the core of the Corporate Accounts Co-Engagement motion thru Practice Development and Technical and Sales Enablement
  • Be the “Compete Champ” in Corporate Accounts, enabling managed partners to drive competitive deals and bringing them in on key competitive opportunities as identified by local subsidiary
  • Minimum of 8-10 years related technology experience, including Microsoft and competitor technologies
  • Fluency in German and English is essential
  • Be able to position the customer and partner value proposition of the Microsoft Cloud & Data platform
  • Proven technical sales experience required
  • Proven record of delivering business value
181

ETF Strategist Etfs Resume Examples & Samples

  • A profound knowledge of financial markets and a desire to develop a career in the ETF space
  • University degree with a quantitative focus (statistics, mathematics, econometrics etc.)
  • Experience in dealing with substantial volumes of financial data
  • Knowledge of index construction methods and portfolio construction methods
  • Advanced user of Excel and R (will be required to develop tools to increase efficiency of regularly repeated tasks)
  • Good MS Office skills, Bloomberg, Thomson Reuters Eikon
  • Able to work on multiple tasks whilst meeting tight deadlines
  • Team player and the ability to motivate others
  • Fluent in English and German, other languages beneficial
182

Senior Organic Search Strategist Resume Examples & Samples

  • 3 to 5 years of work experience in Search Engine Optimization
  • Have a strong understanding of the leading web analytics platforms including Google Analytics, Adobe Site Catalyst, and/or Webtrends
  • Have an advanced understanding of all areas of SEO including technical, on-page, off-page, local, mobile. International a plus, but not mandatory
  • Have a solid understanding of how digital channel activities work together, including paid search, social media, mobile marketing, PR, and email marketing. Be prepared to collaborate and leverage these disciplines to benefit clients
183

Sponsorship Organizational Strategist Resume Examples & Samples

  • Minimum of 7+ years’ experience in program/project management leadership, preferably in a financial services environment; Project Management Professional (PMP) Certification considered a plus
  • Minimum 3 years of marketing/sponsorship industry experience
  • Global program/project management a plus but not mandatory
  • Ability to be a lead project manager
  • Highly self-motivated with proven ability to define, set expectations and lead multiple concurrent projects, in an extremely fast paced changing environment
  • Collaborative and flexible "team player" orientation with a strong international cultural awareness
  • Strong organizational, analytical, collaboration and problem solving skills; demonstrated ability to think about business problems in new ways and clarify key issues in complex situations with an ability to address and alleviate ambiguity with a sense of urgency and decisiveness
  • Exceptional verbal and written communication and interpersonal skills, ability to present complex projects concisely and influence others
  • High level of computer skills including Word, Excel, PowerPoint, Outlook, knowledge of database management
184

Strategist, Campaign Resume Examples & Samples

  • Execute display, retargeting and affiliate marketing campaigns to increase subscriber acquisition, channel volume and performance
  • Measure and report on campaign performance based on KPI’s and benchmarks; analyze campaign performance, summarize key insights and offer recommendations
  • Work collaboratively with product and creative teams to develop content/messaging
  • Manage relationships with key channel partners and vendors
  • Become the internal product champion for software, solutions and platforms used to execute affiliate and display activity
  • Assist in the development and implementation of digital channel strategies to achieve budgeted digital subscription goals
  • Coordinate to ensure quality assurance in all digital marketing campaigns
  • Coordinate the development of testing scenarios intended to maximize results
  • Understand and drive customer behavior through data analysis and industry understanding
  • Collaborate with channel stakeholders to identify target audience attributes that increase the effectiveness of channel activities
  • Implement systems (in conjunction with internal and external partners), processes, procedures and reporting templates
  • Participate in cross-functional project teams from inception through execution
  • BA/BS in marketing, communications, journalism or related field
  • 2-4 years’ related experience in digital marketing and/or campaign analysis, required (equivalency considered)
  • 2-4 years’ experience in (and passion for) the development of effective digital marketing strategies, creative, campaign implementation and results analysis
  • Experience working with a demand side platform (DSP)
  • Highly knowledgeable in affiliate and display retargeting solutions
  • Excellent communication skills; project management experience a plus
  • Highly organized and detail-oriented; able to manage multiple projects simultaneously
  • Highly proficient in MS Word, Excel & PowerPoint
  • Strong analytical skills; able to interpret and present data to provide tactical recommendations
185

Business Solutions Strategist Eastern Europe Resume Examples & Samples

  • Assist in ROI, TCO and risk analysis as well as developing high quality business cases
  • Regularly benchmark VMware customers for best practices and value achieved
  • Conduct thorough industry/account research and analysis
186

Wealth Strategist Resume Examples & Samples

  • Have strong capital markets experience and understanding of a wide range of investment products and instruments
  • Deliver holistic investment advice and support for advisors aligned to the Private Wealth Management channel's strategy
  • Act as a client facing resource for advisors to support client acquisition and retention events
  • Engage with TD Asset Management, Wealth Product and other internal partners to reinforce TD Asset Management's strategic thinking both internally and with the public
  • Work collaboratively with Wealth Product, TD Asset Management and other members of the PAIR team to reinforce firm guided portfolios and investment recommendations with a focus on delivering a consistent client experience and building scalable advisor practices
  • Support high net worth investment initiatives
  • Deliver holistic investment advice and support to advisors that is aligned with client goals
  • Author client facing materials on a variety of investment related topics or market events to support client acquisition and retention. This includes coordinating and prioritizing content for a quarterly newsletter and where necessary customizing it for specific channels
  • Present to advisors and/or clients at events across Canada
  • Support growth and advisor adoption of firm models used in the Private Wealth Management channel
  • Support the implementation of a legendary client experience leveraging TD Wealth's resources and value proposition
  • Mentor other members of the team, sharing insights and lessons learned in the investment management industry
  • Minimum 10-15 years of experience in the financial services industry
  • Portfolio management experience
  • Expert knowledge of financial markets and a wide range of investment products and instruments
  • Experience with or exposure to working with high net worth investors
  • Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities
  • Extensive public speaking experience
  • Media experience
  • Excellent interpersonal and relationship management skills needed to effectively communicate with various audiences of different levels of sophistication and market knowledge
  • Knowledge and understanding of MS Office, Bloomberg, Thomson or FactSet systems
  • Outgoing individual who demonstrates keen initiative, flexibility and ability to react quickly to changing needs, positively rising to challenges presented
187

Associate Wealth Strategist Resume Examples & Samples

  • Client Skills: Minimum of 2 years relevant client facing experience required. Interact with internal and external clients to gather necessary data. Help set appropriate client expectations regarding scope and timing of deliverables
  • Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling
  • Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs) is desirable
  • Software Skills: Word, Excel and PowerPoint. Various WPS stochastic models. WealthMaster
188

Workplace Technology Strategist Resume Examples & Samples

  • Develop and maintain positive, collaborative business relationships between Global IT and Global Workplace Strategy and Operations by representing the needs of both organizations internally and with key stakeholders in Coca-Cola Business Units globally
  • Understand current and identify emerging workplace technology tools that support the identified strategic goals of the Global Workplace Strategy and Operations team including, but not limited to: Audio/visual, workforce planning, occupancy analysis, stack planning, measurement, utilization, predictive analytics. Prototype, test, development of training and defining support procedures related to emerging technology tools
  • Manage the A/V and multi-media employee & outsourced team to ensure alignment with Global IT on a global AV strategy and oversee the implementation project by project
  • Formulate recommendations, business cases, planning, budgeting, forecasting and reporting strategies
  • Manage full life cycle implementations for identified workplace technologies in conjunction with Coca-Cola Global IT team
  • Active participant in key external networks and industry groups to maintain fresh perspective for TCCC on relevant emerging Workplace Technology trends and serve as conduit for the Global Workplace Strategy and Operations team and Global IT in this field
189

Wealth Strategist, Institutional Resume Examples & Samples

  • Participates in industry-related conferences and programs which may include speaking engagements
  • Works closely with local and FIA management to leverage the network and ensure client retention
  • Develops rapport with prospects and arranges meetings to continue the sales process
190

ETF Capital Markets Strategist Resume Examples & Samples

  • Partner closely with generalist and specialist sales teams, traveling to client meetings as necessary to provide ETF Capital Markets specialist support with a focus on trading and liquidity
  • Help manage relationships with and maintain protocol with our sell side capital market sales partners who are looking for access to key clients and events
  • Responsible for proactively developing innovative capital markets content and information necessary to attract new customers and support existing
  • Drives PowerShares value proposition through delivery of educational presentations, thought leadership and strategic content
  • Understands various client segments and shapes content and delivery as applicable
  • Initiate educational ETF events focusing on liquidity, trading and market structure as well as other relevant topics that further establish PowerShares as a thought leader in the ETF market
  • Represents PowerShares ETF Capital Markets at industry conferences, seminars and meetings by delivering thought leadership presentations
  • Works closely with broader capital markets team to leverage resources and act as conduit for Capital Markets thought leadership to various client segments
  • Represents relevant capital markets color to internal teams
  • Speaks directly with clients about trading strategy, liquidity, market color, impact, counterparty feedback, execution guidance and ETF implementation strategies
  • Travel to client meetings and industry events is expected 75% of the time
  • The CM Strategist must have a high degree of credibility within the firm and its customers. A will to engage and a will to win is imperative
  • Exceptional communicator and public speaker with strong customer service capabilities
  • Ability to understand and articulate complex investment concepts and strategies
  • Ability to recognize and research trends, synthesize and communicate effectively to internal and external teams
  • An understanding of ETF structure and mechanics of creation & redemption strongly preferred
  • 3-5 years of experience in asset management, capital markets, or financial services preferred
  • Creative and self-motivated individual who works collaboratively in a high performance, team environment
  • Ability to work in fast paced dynamic environment, drive forward key initiatives and manage workflow on simultaneous projects
  • Strong organizational skills and detail orientation
  • Open minded, flexible, and willing to listen for other people’s opinions
  • Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required
  • Customer service driven with strong presentation skills
  • Excel, PowerPoint and Bloomberg proficiency
191

Strategist Resume Examples & Samples

  • Delivering a consistently high quality of the work
  • Feeding their projects constantly with new ideas, thoughts, and insights
  • Learning as much about the art and science of strategy as possible
192

Senior Ad Campaign Performance Strategist Resume Examples & Samples

  • Work closely with our Custom Studios team to support and provide analytics for all custom content programs
  • Provide benchmarking and insights for custom content packages and programs
  • Maintain and edit reporting templates around brand guidelines
  • Collaborate with Planning and Operations to build more effective and performance oriented plans
  • Coordinate weekly meetings with Sales and Operations to review campaign performance
  • Monitor delivery and optimize campaigns based on clients success metrics
  • Interact with internal & external clients and speak to the details of campaign performance
  • Help to train and mentor Campaign Performance Strategists
  • Develop a deep understanding of the client’s campaign goals and provide insights into the campaign
193

Business Solutions Strategist North Resume Examples & Samples

  • Establish solid working relationships with VMware strategic account teams, sales leadership, professional services, and executive staff
  • Conduct strategic account planning with VMware account teams
  • Spread best practices among accounts/account teams and elevate strategic mindshare with those accounts
194

Customer Experience Strategist Resume Examples & Samples

  • Digital marketing strategy and/or platforms
  • Mobile strategy and/or app design
  • Social business strategy and/or platforms
  • E-Commerce strategy and/or platforms
  • Possesses a strong executive presence with the ability to establish credibility in the first client meeting
  • Sells consulting engagements to executive level clients. Develops relationships with client executives.Yes
195

Junior Connections Strategist Resume Examples & Samples

  • Thinking creatively about media with the understanding that media is more than a numbers game
  • Assisting all stages of connections strategy process including: evaluating media opportunities across all media types, buying media space, stewarding buys to ensure flawless execution, and providing recaps of buys for clients
  • Research including: obtaining contacts and calling media to obtain information, meeting with media representatives one-on-one, obtaining industry-specific information, etc
  • Compiling and interpreting media data and statistics (e.g., Simmons data, competitive reports, etc)
  • Working with traffic department to manage project schedules
  • Any administrative support as needed
  • Possess a Brand Champion mentality: friendly, optimistic, can do attitude, goes with the flow
  • Very proficient in Microsoft Excel
  • Proficient in Microsoft Word and Power Point with excellent English skills
  • Proficient in doing internet and database searches
  • Professional attitude and appearance
  • Resourcefulness, fearlessness, and strong intuition
196

International Weallth Strategist Resume Examples & Samples

  • Help Clients to determine their wealth planning needs, and utilize commercial skills to effectively recommend suitable insurance and help the client with off shore structured solutions
  • Minimum of 3 years of experience in Wealth Planning/Insurance
  • Strong history of achievement through career progression and/or track record
  • Demonstrate good communication skills and contributions to team success in past roles
  • Strong negotiation, complex problem resolution, communication and presentation (written and oral) skills
  • The ideal Candidate is an advisor and should have a consultative sales approach
  • Licenses: CFP (a plus), Series 6, 7, 63, 65 or 66 (a plus)
  • Computer skills (there is no administrative assistance)
  • Knowledge of Life and Health Insurance solutions (License: Life & Health)
  • Knowledge of offshore wealth planning solutions
197

Segmentation Strategist Resume Examples & Samples

  • May act as deputy department manager in the absence of department head
  • Interfaces with division executives and RBG Management Committee members to manage projects - potentially multiple, simultaneous projects
  • Develops and assists with presentations to executive management
  • Interfaces with RBG Management Committee members to help drive management issues and facilitate decisions
  • Prepares financial analyses/models and presentations
  • Works with Executive Management Committee members to assist strategic planning activities and analyses
  • LI-KH1
  • Master's degree
  • Minimum 7 years
  • High level of banking experience preferred
  • Analysis or finance
  • Strong level of project management experience
  • Analytical and research
  • PC skills
  • Written and verbal communication
198

International Wealth Strategist Resume Examples & Samples

  • The Wealth Strategist will advise in the area of wealth planning for the HNW and UHNW clients in the International Private Wealth footprint
  • Provide wealth planning support, education and guidance to existing Relationship Managers and prospect Clients
  • Develop a consultative, rather than a transaction-oriented, approach toward existing and prospect Clients
  • Prepare presentations that clearly communicate recommendations and alternatives related to Clients’ needs
  • Work with clients to help protect them financially in the event of death and thus protect what matters most to them
  • Provide input and support for the development of new insurance and wealth planning initiatives and product enhancement in his/her area
  • Previous positions held in International Private Wealth Insurance Specialist or Wealth Planning institution including Insurance solutions
  • Experience selling to and servicing an existing client base
  • Strong client relationship background
  • Strong legal and compliance background doing business in México and/or other countries in Latin America
  • The ideal Candidate should understand the International Wealth Management environment
  • He/She should have a sales/hunter personality, know how to close a sale, and build a close network with BBVA’s Relationship Managers
  • Bilingual English & Spanish. (Required)
  • Trilingual is a plus (English, Spanish and Portuguese)
  • General lines- Life & Health. (Required)
  • Resilience
  • Mainly Latin American countries with local BBVA presence: Mexico, Peru, Colombia, Venezuela, Argentina, Chile, Uruguay, Paraguay, and others
199

Securities, Ficc Strategist, Front Resume Examples & Samples

  • Degree in Computer Science (or other highly quantitative subjects)
  • Excellent applied programming skills
  • Proven API, server and database design skill
  • Enthusiasm, “can-do” attitude, and self-driven
  • Web: HTML5, JavaScript: Backbone, AngularJS, Sockets
  • Functional programming, Domain specific languages
  • JVM: Java or Scala
  • Messaging: AMQP/Vert.X
  • Data: SQL/Spark/Hadoop
200

Campaign Strategist Resume Examples & Samples

  • Delivers high-quality, on-time RFP responses that contain the right package and strategy for the Sales Teams to sell the best solution that meets clients’ needs and increases share
  • Understands clients’ needs by partnering and collaborating with Sales Teams to determine strategic approach for proposals and determine value proposition
  • Applies rules and regulations pertaining to inventory selection and campaign timing, such as geographic distribution, revenue and inventory management guidelines, as well as panel specific attributes
  • Formulates inventory selection strategy, using inputs such as quality of inventory, appropriate pricing, past client history, and targeted demographics
  • Provides guidance on delivering audiences and effectively using market assets, and help Sales Teams ‘sell and win the market&#8217
  • Investigates alternative options for client proposal to upsell market
  • Utilizes Clear Channel’s tools for proposal development, inventory selection and pricing
  • Assures all Proposal data is accurately entered into apps and accessible to internal Proposal Coordinator Team
  • Responds to Sales Team within prescribed timeframes, adhering to strict deadlines
  • Consults internal resources for intelligence and data outside of internal tools
  • Tracks, monitors and follows up on RFPs and proposals; coordinates and ensures fulfillment and delivery of RFPs; quickly resolves issues when they arise
  • Shares best practices proactively across Campaign Strategy Team
  • Able to analyze data and apply analysis to requests from clients
  • Demonstrated organizational skills, ability to effectively multi task, prioritize work to meet internal clients’ needs
  • Able to identify cause of issues and work quickly to resolve them
  • Able to manage own time effectively to meet internal clients’ needs
  • Able to interact effectively and professionally with internal clients
  • Has excellent verbal and written communications skills in writing and verbally. Listens and responds appropriately
  • 3+ years’ experience in a successful sales, advertising, or marketing services organization
201

CLO Strategist Resume Examples & Samples

  • Drive the strategic growth of the Leverage Finance Team’s efforts in CLOs and related products. This will require the ability to develop new fund structures in order to match client needs in addition to staying abreast of regulatory changes (e.g. risk retention)
  • Work with team and business resources to oversee, coordinate and, when needed, participate in performance reporting and disseminating information in response to investor questions
  • Partner with internal and external marketing and bank underwriter teams
  • Oversee the preparation of client and prospect meetings including updating presentation materials, portfolio reviews and market update slides
  • Create and maintain marketing materials for both CLO funds and separately managed accounts
  • Gather data on competitor funds and draft competitive positioning points for our strategies
  • Liaise with other Product Strategists, Portfolio Managers, lawyers and other groups which support our business goals
  • Not less than 5 years of experience with the CLO product from an underwriting, structuring and marketing perspective and familiarity with the leveraged loan market
  • Ability to synthesize data from external CLO data providers and BlackRock’s proprietary analytical systems that can be made relevant for discussions with clients
  • Highly proficient in Excel and PowerPoint
  • Comfort and ability to interpret CLO offering documents
  • Strong organizational skills and ability to multi-task quickly and efficiently
  • Self-starter who can work effectively and collaboratively with a team as well as independently, with a willingness to take ownership of projects when given the opportunity
202

Strategist Resume Examples & Samples

  • Develops sources of research information on assigned industries and/or companies in the specific industry /coverage area
  • Prepares regular written research reports summarizing findings of analysis including estimates of expected current year-end business results
  • Communicates recommendations on the purchase, sale or holding of securities to institutional clients [either] in cooperation with sales force [or directly with clients]
  • Responds to requests from sales force [and clients] for analysis/advice within assigned area
  • Ensures compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
  • 5+ years’ Research analysis experience; minimum of 2 years’ experience with financial modeling and/or forecasting
  • Deep knowledge of the Latin American economies and financial markets
  • CFA (Chartered Financial Analyst) designation required for Senior Analysts
  • CFA candidate a plus for non-senior level analysts
203

E-commerce Strategist Resume Examples & Samples

  • Develop detailed and specific eCommerce WTP/HTW strategies and action plans
  • Map out Consumer eCommerce shopping journeys and understand the role eCommerce and digital plays in the broader end to end shopping journey
  • Expert in various retailer, pureplay and direct to consumer eCommerce models, capabilities and strategies (Amazon.com, Walmart.com, Target.com, pureplay.coms, directtoconsumer.coms, etc.)
  • Deep understanding of eCommerce best practices, understand how to optimize the digital shelf and leverage digital and eCommerce capabilities to grow online sales
  • Develop brand and initiative specific playbooks and toolkits that help marketing, sales and retailers grow online sales
  • Stay on top of all current eCommerce trends and insights and be able to predict where the best growth opportunities will be for your clients
  • Executes eCommerce initiatives and campaigns on behalf of our clients
  • Collaborate with digital media and social partners, including paid social and paid search vendors, to ensure a seamless strategic approach and tactical execution to all online commerce programs
  • Help manage the online reputation of the brand, monitor ratings and reviews and help the brand ensure that any consumer issues are identified and resolved
  • Know retailer and site eComm requirements at a detailed level and ensures that standards are met, specifications are clear to the Creative team and any/all known issues with retail execution are laddered up so that the team can solve them
  • Monitors ongoing brand sales and health of their digital shelves - monitors ratings & reviews, ensures brand presence online is consistent and compliant with brand standards, playbooks and toolkits
  • Ensures iMedia is tagged properly and URL's are all pointed in the right places across the ecosystem
204

Morgan Stanley Strategist & Modeling Collateral Analyst Resume Examples & Samples

  • Four year college degree. Strong performance
  • Strong proficiency in Microsoft Excel, SAS, Microsoft Access or SQL
  • In-depth knowledge of mortgage terms
  • Superior experience in CAS and/or LMS
  • Exceptional analytical and quantitative skills
  • Ability to meet deadlines and manage changing priorities
  • Excellent communication skills and strong interpersonal skills
205

Product Strategist, Card Risk Products Resume Examples & Samples

  • Develop business cases for risk product initiatives
  • Research and evaluate vendor solutions in support of the risk products
  • Develop a detailed understanding of risk vendor’s product strategies, including their hardware and software product direction
  • Interface with the call centers, product delivery, channel management, and technical teams to ensure the products delivered meet the business requirements
  • Maintain knowledge and skills in all functions of Product Management using the Pragmatic Marketing framework
  • Maintain knowledge of latest product management practices in market research, product organization, competitive analysis, release and launch. Drive these into the local organization to improve overall product management performance
  • Participate in product evaluation, prioritization and product council in accordance with processes and procedures
  • Achieve the annual revenue and net operating profit goals for Risk Products
  • Prior product management/development experience in the card payment industry; experience in product management from ideation through launch
  • Ability to influence people at multiple levels
206

Fixed Income Strategist Associate Resume Examples & Samples

  • A quantitative background including expertise (or familiarity) with econometric modeling preferred
  • Familiarity with managing large data sets and computer programming knowledge
  • Experience in financial market fields is desired
  • Preference for experience in Fixed Income markets would be given though any relevant financial market experience would be desirable though not required
  • Advanced degree (Masters or above in one of the following disciplines: Statistics (econometrics focus), Finance, Economics, Mathematics (Financial mathematics or probability focus)
207

Demand Generation Strategist Resume Examples & Samples

  • Execute innovative marketing programs that drive demand
  • Grow new leads by converting site traffic through calls-to-action, landing pages, and lead generation content
  • Develop content assets (e.g., datasheets, whitepapers, web site copy, case studies, presentations, etc.) and guide the creation of infographics, webinars, videos, podcasts, and other media for demand generation and sales purposes
  • Optimize marketing automation and lead nurturing programs through email, content, and social channels
  • Communicate the value proposition of your products to the sales team and with marketing team, develop the sales tools that support the selling process of Hanley Wood products
  • Track and report on effectiveness of digital marketing initiatives and campaigns, with the purpose of improving email deliverability, database quality, resource allocation, scalability, ROI and pipeline generation
  • Background in ad campaign or account management, marketing and/or communications
  • Prior lead/demand generation online advertising experience preferred
  • Strong digital background and understanding of online conversions
  • Proficiency using MS Office suite
  • Strong data management and analytical abilities
  • Clear communication and customer relations skills
  • Positive attitude and ability to work collaboratively with a team
  • Experience generating leads through e-mail marketing
  • Bachelor's Degree in Communication, Business Administration, or a related discipline preferred
  • Familiarity with HTML preferred
  • Understanding of the design and construction industries preferred
208

Customer Experience Strategist Resume Examples & Samples

  • Sells consulting engagements to CXO level clients. Develops relationships with client executives at the CXO level
  • Guide creation of business value justification/business case documents
  • Guide teams in the creation of customer journey maps with digital customer engagement strategy
  • Performs quality review of major project deliverables. Leads work sessions and deliverable presentations with client CXO members. Identifies and secures new and follow on work
  • People Management: Mentors junior consultants, engagement managers and other more junior delivery consultants on the proposal and/or delivery teams as appropriate
  • Teamplayer, client-facing, results-oriented, strong communicator, can-do attitude and comfortable working in a highly flexible, agile and collaborative environment
  • Ability to accommodate extensive travel (60% - 70% or more)
209

Programmatic Strategist Resume Examples & Samples

  • Partner with national sales team to identify, pitch, and close programmatic ad sales deals with agencies, advertisers, agency trading desks, and DSPs
  • Seek and develop strong relationships with Agency Trading Desks and DSPs
  • Develop strong and mutually valuable relationships with national sales team. Prepare pitch materials and present to advertisers, agencies and DSPs. Programmatic strategist should be comfortable pitching in front of clients in partnership with national sellers
  • Collaborate with marketing team to drive creation of persuasive sales presentations on programmatic media using market trends, case studies and TWC products
  • Evangelize new TWC programmatic products in the marketplace
  • Manage pipeline with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure
  • Work cross-functionally with operations and yield teams to set up campaigns for success
  • Manage successful client deployments in partnership with the national sales team and ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business
210

PPC Campaign Strategist Resume Examples & Samples

  • Manage the day to day EMEA paid search campaigns across Google and Bing
  • Optimize campaigns based on the identified KPIs
  • Adapt media plan and media brief into an SEM strategy
  • Work with Google and other publishers to help identify optimization opportunities and industry trends
  • Plan display “GDN” media strategy including media mix, demographics, ads, etc
  • Conduct keyword research and develop ad copy for AdWords and Bing adcenter
  • Build SEM strategy around sitelinks, account structure, hierarchy, spend estimates, etc
  • Responsible for day to day campaign execution and optimization for SEM and display advertising campaigns
  • Work with Reporting Analyst to provide appropriate reports for stakeholders
  • Interpret campaign performance and provide insightful analysis
  • Work with optimization team, reporting analyst and campaign owners for landing page testing
  • Help plan the transition of the management of the programmatic display campaigns in house
  • Individual must be highly organized and self-starting
  • Experience in developing EMEA PPC strategies
  • Experience in providing search training and education
  • Team-oriented; professional and cooperative attitude
  • Familiarity with Microsoft Office (especially Excel) and commonly used web browsers
  • Experience working with bid management solutions
  • Google AdWords Certified
  • Good Understanding PLA’s “Product listing Ads”
  • Good understanding GDN’s “Google Display Network”
  • Experience with Audience Retargeting via GA or Ad-words
  • Good understanding Paid YouTube advertising
211

Fixed Income Department Structured Rates Strategist Resume Examples & Samples

  • 1) Minimum of 3 years of experience in a similar role in the industry is required
  • 2) Phd/Master's degree in Mathematics or Physics with a strong interest in using methods/algorithms to apply in structured rates markets, mainly in interest rate and currency hybrid products
  • 2) Strong background with interest or knowledge of financial engineering
  • 3) Strong programming skills
  • 4) At minimum, ability to discuss market ideas in FX option and hybrid markets, strong communication and collaboration skills are necessary
212

Product Strategist Resume Examples & Samples

  • Develop the strategic and tactical product direction for assigned risk products. Ensure complete understanding of industry market trends and issues; maintain current knowledge of risk industry products and the payments industry
  • Collaborate with product line owner, other product strategists, and risk managers to attain objectives for revenue and profitable growth, product requirements and successful deployment
  • Bachelor’s Degree required. Master’s Degree preferred
  • Minimum of 5 years payment card product management experience. 7-10 years of experience preferred. Previous experience in a payment processor environment highly desirable
  • Practical knowledge of technology used to support payment card products and services
  • Exhibits leadership qualities and provides direction, guidance and support to the organization
  • Uses strong analytical skills to solve diverse problems and make decisions
  • Proven ability to build and maintain strong, productive working relationships with internal stakeholders and external customers
  • Professional presentation skills and ability to communicate effectively with all levels of the organization and the client’s organization
  • Pragmatic Marketing Certification (PMC-VI) preferred or must be obtained within first 24 months of employment
  • Some travel required, 5% - 10%
213

Master Limited Partnerships Strategist Resume Examples & Samples

  • Experience as a portfolio manager or sector strategist a plus
  • Series 7 required 66, 86 & 87
  • LI-JP1
214

Partner Technology Strategist Resume Examples & Samples

  • Determine the technical sales capacity and maturity of Partners by using a consistent assessment process
  • Apply an established set of criteria to provide a foundation for the Microsoft Partner’s development plan, and establish practice development execution plan with the partner
  • Develop the technical and sales capacity and capability of targeted partners
  • Drive the Virtual Technical Solution Professional (V-TSP) initiative in SMS&P through targeted partner portfolio to enable co-selling at scale in the Corporate Accounts customer segment
  • Help support the Partner business planning process, partner portfolio development, sales pipeline reviews and periodic business reviews
  • The ideal candidate will have proven technical sales experience. Teamwork, strong presentation and cross-group collaboration skills are essential. Industry/reseller experience, technical aptitude, excellent communication and negotiation skills required. Knowledge of how the service provider model works within Microsoft is preferred
  • Minimum 5-7 years of related technology experience, including Microsoft and relevant competitor technologies
  • Work experience should involve technical consulting, solution design, project envisioning, planning, development, deployment, and management
  • Some business process and people management skills or related experience preferred
  • Candidates must have a deep understanding of markets, customers and related technology, have the background to provide leadership in the practice and a demonstrated effectiveness in consulting and client management
  • Candidates must have deep understanding of customer and partner business and IT environment, and have demonstrated skills architecting and deploying technology to solve business problems
  • Candidates must have industry leading depth knowledge of subject area, and have demonstrated analysis and communication skills connecting technology and business problems
215

Fixed Income Strategist & Modeler Resume Examples & Samples

  • Very strong programming skills required
  • Analytical skills, problem-solving skills, and detail orientation
  • Must be a service oriented, team-player eager to assist colleagues and members of the department at all levels
  • Self-motivated, innovative, hardworking individual, who can handle changing priorities and multiple tasks in a timely fashion
  • Diligent and meticulous individual with the ability to “think outside the box”
216

Partner Tech Strategist Resume Examples & Samples

  • Drive cloud revenue and consumption through Cloud Solutions Partners for CA accounts
  • Build and Grow Partner Cloud capacity and capabilities in the areas you cover
  • Enable an internal community of peers and sellers that drive the cloud solution forward. Be the Cloud CTO in your area
  • Co-Sell with our Partners and Microsoft sellers to drive Microsoft Cloud Solutions
  • Build a V-Seller (VTSP) business that supports our sellers and drives consumption with our customers
  • Design and implement innovative programs and investments that help our sellers hit their revenue and consumption goals though our cloud partners
217

Partner Technology Strategist Resume Examples & Samples

  • Grow P-Seller capacity and capability as the core of the Co-Engagement motion thru Practice Development and Technical and Sales Enablement
  • Assist partners/P-Sellers drive sales and consumption through a "teach them to fish" mind-set
  • Be the “Compete Champ”, enabling managed partners to drive competitive deals and bringing them in on key competitive opportunities as identified by local subsidiary
  • Be able to position the customer and partner value proposition of the Microsoft Cloud Productivity solutions
  • Must be able to accommodate 30%+ travel requirements and the ideal location is Charlotte, Atlanta or Tampa
218

Senior Liquidity Strategist Resume Examples & Samples

  • Responsible for understanding all regulatory requirements related to liquidity (Dod-Frank, Basel III CRR and U.S. regulation) and implementing reporting accordingly. This includes performing impact analysis on business activities and making recommendations in line with new regulations
  • Responsible for performing liquidity Reporting (Liquidity Gaps, CMTLR, Liquidity Stress Tests, Basel III LCR & NSFR
  • Perform ad hoc projects or requests, if any
  • Expertise with statistical and analytical techniques used in interest rate and liquidity risk modeling
  • Familiarity with Basel II/Basel III and their requirements
  • Background in finance, statistics, and/or mathematics
  • Management and project planning
  • Bachelor’s Degree- Required in Quantitative field, including quantitative finance
  • Master’s/Advanced Degree – Preferred in Quantitative field, including quantitative finance
  • Required License(s) or Certifications- CFA Preferred
  • Requires 7 years minimum prior relevant experience
  • Progress towards CFA beneficial
219

Product Strategist Resume Examples & Samples

  • Analyze the credit issuer portfolios and develop appropriate credit risk strategies for authorizations, collections, limit management, reissue and risk-based pricing
  • Monitor industry-wide risk initiatives and regulatory requirements and ensure these are reflected in our credit strategies
  • Manage the Credit Risk decision platform by updated scorecards, strategies and client segmentation
  • Manage the third-party vendor relationships for the Credit Risk products
  • Manage assigned initiatives from product lifecycle management perspective including product vision, business case and pricing strategy, product profitability and partnership with other teams to deliver and launch product innovation for the Credit Risk products
  • Identify competitive and alternative offerings and develop a strategy for winning against the competition
  • Establish a pricing model, schedules, guidelines and procedures and determine the most effective way to deliver a complete solution to an identified market problem
  • Ensure that all departments are prepared for new product releases and all items are completed to launch the product externally
  • Monitor and analyze key performance indicators to determine how well the product is performing in the market, how it impacts the company operations, and ultimately, how it contributes to profit
  • Create and deliver thoughtful information (webinars, blogs, eBooks, etc) to influence customers, buyers, industry specialists, research analysts, key editors in the press and other third parties
  • Deliver products information to qualified buyers in support to existing sales efforts
  • 10+ years of related experience, preferably in Product Management in Financial Services
  • Seven to ten years of Credit Risk experience at a Credit Card Issuer or Processor, including experience with Risk products such as FICO Triad, First Data Adaptive Control or Experian Probe / PowerCurve
  • Credit card experience with a financial institution and/or existing processor
  • Prior experience in developing and launching innovative products and services
  • Strong analytical skills, both financial and non-financial
  • Advanced understanding of industry, technology, marketing, and product trends, including but not limited to: payments processing and Credit Risk
  • Advanced leadership qualities, high degree of professionalism in appearance and manner, with the ability to influence and effect change within an organization
  • Strong communication skills, including verbal and written
  • Strong presentation development skills required
  • Decision Making/Problem Solving may affect multiple departments and functional areas
  • Uses strong analytical stills to solve problems and make decisions based on limited precedents or guidelines
220

Wealth Management Junior Strategist VP Resume Examples & Samples

  • Provide analytical support to Wealth Management Americas senior management on all strategy matters in the region
  • Support the development, execution and monitoring of regional, product and client strategies, the optimisation of WMA’s structure / governance, business and operating models as well as the co-ordination / execution of related initiatives
  • Drive business line and regional performance reviews and competitor benchmarking exercises
  • Responsible for project management of designated strategic projects
  • Support the preparation of materials for Regional Executive Committee meetings and Management Board meetings
  • Contribute to regular processes with relevance for strategic planning, major change management initiatives and resource allocation processes
  • Regularly interact with WMA management teams, Chief Operating Office / Business Management teams, Deutsche Bank Central functions (Finance, Risk, Application Lifecycle Management etc.), Regional Management
  • Self-driven, team player
  • Strong Communication skills – both written and verbal
  • Ability to craft a story based on data and analysis, discussions and market knowledge
  • Highly proficient with MS Office suite, especially MS Excel and MS Powerpoint
  • Experience in managing projects in a large organization across multiple workstreams against strict timeliness
  • Background or experience in consulting preferred
  • Familiarity or experience with Financial Institutions
  • College Degree, or equivalent
221

Experiential Strategist Resume Examples & Samples

  • Assist with ideation on experiential marketing initiatives that build real relationships with consumers and deliver on client objectives
  • Ensure R29 brand values are protected and hero throughout all our experiential initiatives
  • Managing client relationships on experiential related projects, as well as managing client needs and expectations
  • Build all experiential proposal decks for clients
  • Managing internal meetings to ensure team is tracking on all experiential deliverables
  • Work with sales, creative, brand experiences and design teams during RFP process to assist with building experiential related presentations for clients
  • Keeping abreast of cultural and industry trends
  • Effectively work cross-functionally and build relationships with different R29 departments, to reach client goals for each project
222

Product Strategist Resume Examples & Samples

  • Develop the strategic and tactical product direction for assigned products. Ensure complete understanding of industry market trends and issues; maintain current knowledge of risk industry products and the payments industry
  • Collaborate with product line owner, other product strategists, and functional partners to attain objectives for revenue and profitable growth, product requirements and successful deployment
  • Develop business cases for product and strategy initiatives
  • Research and evaluate vendor solutions
  • Develop a detailed understanding of vendor’s product strategies, including their product direction
  • Achieve the annual revenue and net operating profit goals for assigned products
  • Bachelor’s degree required (Business, Finance or MIS)
  • MBA highly desirable
  • 10 - 20%
223

Credit Card Product Strategist Resume Examples & Samples

  • Develop Credit client advisory practice and related revenue model
  • Work with our most strategic clients at executive level to understand their market problems, build product, and marketing strategies and deliver on client growth objectives
  • Build knowledge repository and leading best practices to assist our clients to better compete in the industry
  • Deliver advisory practice as a key differentiator in the marketplace
  • Partner with high performance, client focused team responsible for identifying, designing solutions and delivering on client growth objectives
  • Develop tools and frameworks to provide thought leadership for Credit both internally and externally, and improve Fiserv’s competitive positioning in the market place
  • Bachelor degree in Business, Marketing or a related field (MBA preferred but not required)
  • 10+ years’ experience in the Credit Card industry including consulting, product management, marketing, market strategy, or in a related function
  • Prior experience in Credit issuing with a large bank or credit union is desirable
  • Excellent demonstrated knowledge of card payment services and related products, as well as the overall card industry, including competition and financial institutions
  • Knowledge of broader electronic payments industry and solutions
  • Highly collaborative work style with the ability to positively negotiate, influence others and maintain effective business relationships
  • Excellent professional written, verbal and presentation communication skills
  • Self-motivated with the ability to effectively prioritize issues plus work independently with minimal supervision/direction with a strong sense of accountability of self and others
  • Solid working knowledge of Microsoft Office tools with focus on Excel and PowerPoint
  • Ability to work extended hours and travel as needed. Travel is expected to be approximately 40%
  • Strong strategic, analytic and problem-solving skills
  • Excellent communication skills, both written and verbal, to all levels in the organization
  • Ability to navigate a large organization and to influence others beyond your direct authority
  • Interest in creating leading solutions that have the potential to transform our industry
224

Audience Development Strategist Resume Examples & Samples

  • Scale: Identify and implement repeatable and scalable strategies that drive Freeform’s audience growth
  • Big Thinker: Experiment with attention-grabbing, unprecedented ideas that set Freeform’s digital original content apart
  • Content Innovation: Develop innovative content and distribution strategies to build scale, create engagement, and spark audience conversation
  • Collaborate: Work across sales, programming, marketing, scheduling, and others to deploy best-in-class audience engagement strategies
  • Measure: Implement effective data & analytics to measure and track the fruits of our labor
  • Reporting & Storytelling: Regularly update the stakeholders on progress of Audience Development efforts in a rich, meaningful, data-driven method that is easy to understand across teams
  • As an Audience Development Strategist, you will bring audience and/or community experience implementing strategies and tactics that amplify the television experience across multiple platforms
  • We need someone with a collaborative, relationship-driven approach to the role, who possesses deep expertise in digital platforms and in measuring the success of projects via meaningful data & analytics. As a natural leader, you are confident in representing the ‘voice of digital’ across teams and you are biased towards overcoming obstacles to get stuff done
  • You are energetic, passionate and intellectually curious about what’s trending in the digital landscape and have a strong ability to operate both analytically and creatively with an eye to detail
225

Rates Strategist Resume Examples & Samples

  • Phd/Masters level training in economics and finance
  • Five to ten years of experience in derivatives research, either on the buyside or sellside
  • Strong understanding of options pricing and ability to create valuation tools for derivatives
  • Excellent written and oral communication skills. This is a client facing role and this is a key requirement
226

Exotics Derivative Strategist Resume Examples & Samples

  • Build cutting edge tools for trading and risk managing equity derivatives product
  • Implement new mathematical models and pricing method and support existing library
  • Conduct analysis of complex trade to assess the best pricing method
  • Analyze and manage the risk of the positions currently in the book
  • Create tools to assist decision making & increase efficiency in trading
  • A Ph.D in a quantitative subject such as Engineering, Applied Mathematics & Physics, Software Engineering
  • Very strong programming skills in an object oriented language applied within the library of a front office team
  • Good knowledge of Probability, Numerical Analysis, Stochastic Calculus, Approximation theory, Partial Differential Equation and an expertise in either of these subjects
  • Drive and desire to work in an intense team-oriented environment
  • Ability to communicate effectively in both written and verbal English
227

Product Strategist, Advisory Resume Examples & Samples

  • Create opportunities that leverage Fiserv’s distinctive competence
  • Publish and manage the product investment plan in support of the product strategy
  • Successfully launch new products and key product enhancements
  • Drive the Go To Market plan and business readiness launch activities
  • Bachelor degree in Business, Marketing or a related field
  • 5+ years of experience in the debit payments processing industry including product management, marketing, market strategy, or in a related function
  • Proven P&L management or prior experience in managing revenue and expense for assigned product desirable
  • Previous product management experience in a highly consultative, solution-oriented environment
  • Demonstrated ability to conduct financial analysis, compile metrics and articulate results to relevant audience
  • Able to demonstrate leadership skills and live the Fiserv values
  • Able to effectively interact with all levels of clients and Fiserv staff
228

Acct Tech Strategist Major Resume Examples & Samples

  • Understand the current and future technical challenges for assigned customer segment, and based on that understanding, formulate and execute an overarching technical strategy with specific and detailed tactics to evangelize Microsoft’s products and technologies leading to customer-specific solutions
  • Understand Microsoft and competitive technologies and strategy and formulate plans to address competitive sales efforts. Create, manage, and own sales of Microsoft solutions to CXO-level and technical architect level customers. Integrate and plan for Partners and Microsoft Services in efforts to ensure successful transition from pre-sales to deployment
  • Coordinate efforts with other Microsoft and Partner personnel and leverage their activities to help achieve sales objectives
  • Conduct one-to-many presentations, demonstrations, and proof of concepts
229

Data Strategist Resume Examples & Samples

  • Scope projects that use Facebook data to provide meaningful and measurable value to society and to individuals
  • Identify partners to collaborate on “data for good” efforts and collaborate with internal and external partners to maximise the success of those efforts
  • Drive the implementation of Facebook’s sustainable data-driven economy projects, and develop these to have maximum policy impact over the longer term
  • Partner with Policy, Data Science and Engineering teams and external collaborators to solve problems and identify trends and opportunities
  • Inform, influence, support, and execute our product and policy decisions and launches
  • 6+ years experience relevant experience (years of advanced education may count as experience)
  • Degree in computer science, psychology, statistics, economics, political science, behavioural or social science or a related field. Advanced degree preferred. For candidates with computer science backgrounds, exposure to social science research problems is a plus
  • Experience working with governments, nonprofits, or companies seeking to use data for social and individual good
  • Ability to initiate and drive projects to completion with minimal guidance
  • The ability to communicate the results of analyses in a clear and effective manner
  • Understanding of statistical analysis and causal inference
230

Asset Allocation Strategist Resume Examples & Samples

  • Very strong foundation in finance theory and engagement with financial markets is required – knowledge of quantitative/risk factors is a plus
  • Strong verbal and written communication skills is required
  • Comfort and experience programming is required; SAS experience is preferred
231

Programmatic Demand Strategist Resume Examples & Samples

  • Using Moat/Comscore to package global inventory enabling our demand team to sell 3rd party inventory and create new revenue possibilities
  • Enabling our sales and post sales teams to relay our demand partnership capabilities at pitches
  • Creating new publisher materials as part of onboarding process
  • Working with yield team to creating an Inventory Quality Project – to create ainventory quality scoring system categoriseing our inventory and utilizing spend more appropriately
  • Create decks to present to new buyers on O&O and 3rd Party inventory
  • Manage updating of partner resource information with PMP opportunities
  • Manage static campaign activity from Ad.com
  • Create a monthly demand newsletter and support localisation across multiple international markets
  • Experience of programmatic media sales and an understanding of the online advertising display space
  • Sales and Account Management experience with a solid background in display advertising sales
  • Ability to use data and other resources to generate actionable insights for customers
  • Understand competitive strengths and weaknesses
  • Aability to develop strong working relationships across multiple organizational functions
  • Excellent written communication skills, synthesising strategy and technical detail into a succint summary
  • Proven track record of meeting with and exceeding revenue and productivity quotas
  • Experience with Microsoft Office, PowerPoint and Excel
  • Experience with xls., pivot tables and ppt is a must
  • Strong ability to use data to drive insights and generate buying opportunities, preferably in programmatic
232

Junior Strategist Resume Examples & Samples

  • Lead strategic division-level projects from planning to execution
  • Lead meeting preparation and presentation development for senior management
  • Gather, model and analyze data to test hypothesis and size opportunities
  • Develop and present analyses to support senior management decision making
  • Research and analyze industry trends and develop unique and actionable strategic recommendations for the business in partnership with colleagues and senior staff
  • Develop and maintain ‘internal client’ relationships across the organization to deliver on project goals, identify and pursue new strategic initiatives, collect and provide feedback
  • Manage and coach junior team members
  • Support recruiting/assessment/training efforts as required
233

Senior Strategist, Business Insights Resume Examples & Samples

  • 3-5 years of quantitative modeling experience at a consulting or financial services firm
  • Experience in manipulating large unstructured data sets across multiple platforms
  • Highly analytical and strategic mindset, with a knack for logically breaking down business problems and driving to actionable recommendations
  • Strong written and verbal communication skills, with demonstrated track record of teamwork and influencing skills
  • Comfort presenting and working with top-level executives
  • Degree in a quantitative field of study
  • Management consulting background with experience in org case work
  • Experience serving financial services clients
  • Data manipulation and visualization experience in Tableau or similar tools
234

Product Strategist Resume Examples & Samples

  • Identify, design and launch product solutions that solve market problems and provide business growth for Card Services clients and an improved channel experience for their customers
  • Prepare and present the business case to support the product development investment
  • Achieve annual product revenue growth and profitability goals
  • Actively seek market and solution input from Sales, Account Management, Market Development and other Fiserv teams as needed to support the product strategy
  • Strong understanding of Fiserv products preferred
  • Demonstrated knowledge of card payment services and related products, as well as the overall card industry, including competition and financial institutions
  • Knowledge of broader electronic payments industry and solutions, specifically digital channels
  • Solid working knowledge of Microsoft Office tools with a focus on Excel and PowerPoint
  • Ability to work extended hours and travel as needed. Travel is expected to be approximately 20-25%
235

Latin Rates Strategist Resume Examples & Samples

  • Senior LATAM Rates strategist focusing on local and external debt markets ( swaps & gov bonds )
  • Devise macro thematic views and develop high impact trade ideas ( RV & derivatives ) for global institutional investors
  • Quantitative Strategies and research analytics
  • Maintain & build the HSBC brand through regular & special publications / periodicals , marketing , roadshows, client conference calls ( within compliance guidelines )
  • Ensure internal stakeholders are serviced though research marketing calls and client request ( within compliance guidelines )
  • Compete in ensuring high rankings in key surveys ( II , Elenora, Greenwich & Euromoney)
  • Ensure compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
  • The role holder will ensure the HSBC values are present in everything we do, both individually and as an organization. This will be achieved by consistently displaying the behaviors of
  • Comprehensive ( 10 years +) experience as a EM/LATAM portfolio manager & / or senior strategist on the buy /sell side
  • Deep knowledge of the Latin American economies and financial markets – especially Brazil
  • NASD Series 7 and Series 63 registered
  • Excellent written, analytical , interpersonal & presentation skills
  • Strong client following / well respected
  • CFA (Chartered Financial Analyst) designation preferred
  • Ability to provide thought provoking thematic research complemented with actionable trade ideas
236

Programmatic Strategist Resume Examples & Samples

  • Proven experience in programmatic and online advertising, both from an operational and sales perspective
  • 3-4 years experience in digital advertising, with at least 1-2 years in programmatic media
  • Experience at a major publisher, agency or programmatic technology company
  • Preference for Candidates who have experience with local and mid market media sales
237

Senior Cross Channel Strategist Resume Examples & Samples

  • Act as the voice of the consumer through ideation, execution and optimization
  • Collaborate with a Brand Planner to inform and inspire creative teams
  • Develop POVs on key topics and recommendations
  • Intellectually curious about, and a keen understanding of, consumer behavior and motivations, pop culture and consumer trends
  • Knowledge-driven person who excels at knowing/applying macro business and industry drivers, consumer insights and gaps within the competitive environment
  • Understanding of data and analytics – ability to uncover consumer insights in market research, data, digital metrics and tell a clear story with analytical insights
  • Experience and passion for the digital landscape and social media platforms and processes, including emerging technologies
  • A confident and persuasive story teller/presenter who knows how to support, amplify and sell in ideas
  • Excellent communication skills: written, verbal and presentation
  • Ability to thrive in a collaborative, dynamic and fast-paced environment
  • Solid understanding of media and technology partners with the ability to foster integration opportunities
  • Minimum 5+ years of experience in Account/Strategic Planning and/or Digital Strategy preferred
  • Bachelor’s degree in business administration, marketing, advertising, psychology, economics or equivalent experience
238

Senior Strategist Resume Examples & Samples

  • Uncover consumer insights through data and trend analysis
  • Help define overall business objectives and goals for each channel
  • Demonstrate how ideas will come to life, how people will interact with the brand and the desired response or action
  • Work closely with the Analytics team to interpret data, find insights and develop recommendations to optimize the experience
  • Build business cases for projects based on business objectives and expected consumer responses
  • Keen understanding of consumer behavior and motivations
  • Intellectually curious about a wealth of topics, with a firm grasp of pop culture and trends
  • Ideas-driven with a skill of inspiring and collaborating with creative teams
  • Understanding of data and analytics – ability to uncover consumer insights in data and tell a clear story with analytical insights
  • Knowledge and passion for the digital landscape and social media platforms, including emerging technologies
  • Highly self-motivated with the ability to multi-task and work effectively under deadlines
  • Minimum 5+ years of experience in Account/Strategic Planning or Digital Strategy preferred
  • Background in consumer-driven businesses, automotive industry experience preferred
239

Latin Fixed Income Strategist Resume Examples & Samples

  • Assisting senior team members with coverage of LATAM rates, sovereign & derivatives market
  • Providing quantitative and analytical support
  • Contributing & assisting senior team members compile regular & special publications & marketing presentation materials
  • Ensure internal stakeholders are serviced though client request ( within compliance guidelines )
  • Ensure compliance monitoring is in place and in accordance with HSBC and regulatory standards
  • The role holder will ensure the HSBC values are present in everything we do, both individually and as an organisation. This will be achieved by consistently displaying the behaviours of
  • Dependable and do the right thing
  • Open to different ideas and cultures
  • Connected to customers, communities, regulators and each other
  • 3 years + experience as a EM/LATAM analyst
  • Fixed Income / rates background
  • Knowledge of the Latin American economies and financial markets
  • Excellent BA/BS degree in Finance, Economics or related field of research
  • Strong quantitative background with experience of financial modelling
  • Good written, analytical , interpersonal & presentation skills
240

Senior Wealth Strategist, GFO Resume Examples & Samples

  • Researches prospects'' financial picture and possible needs to determine how to best provide service
  • Responds to questions, consulting bank partners for additional product/service information when necessary. Conducts additional prospect analysis to further determine services
  • Consults with clients, their attorneys, and other financial advisors to determine the appropriate plan for estate taxes. Utilizes knowledge of inheritance gift, income, and estate taxes to sell services to clients
  • Initiates and follows through on any request for loan, checking, or savings account services by contacting banking and operations areas as appropriate. 13.Maintains periodic contact with client and acts as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions)
  • Sets personal sales goals with manager based on sales history and product knowledge
  • Represents personal financial planning in various business councils and task forces, (e.g. personal fiduciary service, investment management, financial consulting)
  • Participates in related seminars/presentations and product knowledge training for bank partners
241

Lean Strategist Resume Examples & Samples

  • Bachelor’s Degree or equivalent experience. Two years of process improvement or related professional experience. Training/experience in Lean Six Sigma methodology. Experience in conducting training in Lean methodologies. Experience in corporate Change Management philosophy and methodologies. Leadership skills.Bachelor’s Degree or equivalent experience
  • Two years of process improvement or related professional experience
  • Training/experience in Lean Six Sigma methodology
  • Experience in conducting training in Lean methodologies
  • Experience in corporate Change Management philosophy and methodologies
  • Minimum of five years of process improvement or related professional experience
  • Black Belt Certification or equivalent training/experience in Lean Six Sigma methodology
  • Excellent organizational, planning, prioritization and follow up skills
  • Ability to facilitate quality improvement activities including but not limited to Value Stream Analyses, Kaizen Events, Six Sigma workshops
  • Excellent coaching, problem-solving and analytical skills
  • Ability to work with all levels of an organization
  • Ability and willingness to share knowledge and coach individuals with varying levels of experience
  • Proficiency in Microsoft Office Suite Programs (Word, Excel, PowerPoint, Visio)
  • Bachelors Degree in a business related field, Masters Degree a plus
  • Two years of process improvement experience (Lean or Six Sigma) strongly preferred
  • Proven leadership experience, including the ability to manage resources committed to multiple initiatives and to manage multiple priorities
  • Highly developed analytical, problem solving, organizational, and communication skills
  • Proven ability to interact effectively with line of business management, to coordinate and facilitate large group meetings, and to utilize planning/organization skills and techniques
  • Ability to multi task and work independently in a dynamic and Global environment
  • Ability to take feedback constructively
  • Strong PC and computer technical skills
242

CMC Regional Strategist Resume Examples & Samples

  • Function as the local market expert for regionally assigned countries on all CMC pre and post-approval regulations
  • Liaise with GCMC Product Lead/Strategists on regional regulatory requirements and submission strategies for assigned markets
  • Technically competent to understand CMC submissions, interpret and communicate requirements, and identify potential risks
  • Update appropriate regulatory requirements database when changes occur in market regulations
  • Use a submission planning and forecasting tool to update timelines when necessary, communicate changes to relevant partners, and ensure the timely delivery of submission packages
  • Must be timely with providing submission status updates in appropriate systems
  • Capable of authoring local submission documents in relevant databases
  • Work with GCMC Product Lead/Strategists and partner lines to deliver a right first time package to the local Board of Health
  • Review submission packages against local CMC requirements for consistency and completeness
  • Liaise with the manufacturing sites for obtaining supporting documents as needed
  • Represent GCMC with the local Board of Health as needed
  • Ensure thorough understanding and application of GCMC procedures
243

Analytics Strategist, Customer Experience Resume Examples & Samples

  • Provide quantitative analysis and insight into call centre cost and customer experience drivers. This analysis will be used to support program roadmaps, project delivery teams, and overall customer experience strategy
  • Develop and manage financial business cases and forecasts to prove the viability of new initiatives
  • Partner in the vision, design and delivery of large-scale cross functional programs, involving change management and systems implementation, from concept to execution
  • Engage and Influence senior management and executives through all project phases to ensure alignment and adoption of deliverables
  • Create and deliver compelling strategic presentations to provide project status updates to senior management and executives
  • Demonstrate strength and build experience in the following areas
  • Analytics - Analyze and evaluate customer-level data to provide enriched customer insights and identify opportunities for improvement
  • Diagnostics - Investigate key problem areas to focus efforts and corrective action
  • Contact Centre Dialogue - Analyze customer feedback to identify trends and opportunities
  • Market Research - Conduct recurring and ad-hoc market research to identify and prioritize enhancements
  • Benchmarking - Ensure that best-practices, trends, and competitive activity is continuously monitored to influence strategy and solutions for all initiatives
  • Strong analytical skills with the proven ability to develop viable financial business cases and forecasts
  • Passion for uncovering business needs, identifying opportunities, and aligning efforts to ensure timely implementation
  • Experience in creating strategic presentations to executives and senior management to provide project updates, obtain approval for financial support or changes to project design/scope
  • Ability to understand complex dynamics of working with multiple stakeholders with divergent interests
  • Proven conflict resolution skills
  • Technically inclined with a thorough understanding of the telecom/technology space as well as current market trends
  • Fully proficient in MS Office suite
  • Working knowledge of SQL (ability to write queries a must) and SAS (would be a great asset)
  • Bachelor Degree in Business, Science, or Engineering considered an asset
244

Senior Product Strategist Resume Examples & Samples

  • Develop and execute the Product Strategy leveraging the Pragmatic Marketing framework
  • Deliver client and prospect presentations as needed
  • Serve as a thought leader representing Fiserv in the market
  • 10+ years of experience in the debit payments processing industry including product management, marketing, market strategy, or in a related function
  • Advanced understanding and knowledge of card payment services and related products, as well as the overall card industry, including Fiserv competition and financial institutions
  • Advanced leadership qualities, high degree of professionalism in appearance and manner, with the ability to influence and effect change within an organization. (Executive Presence)
  • Self-motivated, with the ability to effectively prioritize issues plus work independently and with minimal direction with a strong sense of accountability of self and others
  • Uses strong analytical skills to solve problems and make decisions based on limited precedents or guidelines
  • Knowledge of broader electronic payments industry and solutions, specifically client & consumer channels
  • Prior experience with Pragmatic Marketing concepts and application is desirable
  • Results oriented with the desire and ability to push through obstacles in order to achieve goals
  • Mastery of Microsoft Office tools with a focus on Excel and PowerPoint
  • Ability to work extended hours and travel as needed (20-30%)
245

Analytics Strategist Resume Examples & Samples

  • Play a central role in program analysis and optimization for the Performance Marketing team
  • Evaluate marketing campaign performance for online and offline marketing campaigns, synthesize data, distill findings, develop insights and recommend actionable next steps
  • Be the subject matter expert and advocate best practices around web analytics, campaign reporting, conversion optimization, program/site measurement and multivariate testing
  • Collaborate with campaign teams to develop clear business and measurement objectives and work collaboratively with internal creative, account and search advertising staff to optimize campaign results
  • Design and perform online campaign and conversion analyses, interpret results and develop recommendations for clients and internal team members. Campaigns include search engine advertising, display advertising, email marketing, social media and integrated campaigns
  • Ongoing implementation and evolution of digital campaign analysis, as well as providing insights and learnings for optimization and reporting
  • Establish opportunities to optimize new and existing digital initiatives
  • Manage design of campaign testing and testing strategies; design metrics to be measured throughout testing and provide internal clients with clear results and recommendations
  • 7-10 years of digital marketing analytic experience with exposure to a variety of industries and business models (B2B, B2C) with an understanding of how to leverage and develop strategies and recommendations (Agency experience preferred)
  • Experience with digital marketing campaign optimization, including search marketing, email marketing and landing page optimization
  • Experience in program measurement (online and/or offline)
  • Solid understanding and passion for interactive marketing channels (search, online media, website development, etc.) and direct marketing principles
  • Experience working with automation tools, lead generation programs, and email/display marketing from a reporting and analytic perspective
  • Hands-on expertise with analytics implementations, including Google Analytics
  • Advanced Microsoft Excel (pivot tables, solver)
  • Create or support the creation of business presentations based on analytic and reporting findings
  • Test design and financial modeling a plus
  • Digital agency experience preferred
246

European Interest Rates Strategist VP Resume Examples & Samples

  • Top class undergraduate degree within Economics, Finance or equivalent from a leading university
  • Fluent in English. In addition, fluency in French, German or Italian would be an advantage
  • Excellent IT skills related to data manipulation and interpretation
247

Fixed Income Strategist Resume Examples & Samples

  • Fixed Income Strategist for Yen Rate products
  • Minimum 2 year Fixed Income Strategist with Investment Bank based in Japan
  • Native level fluency in written and spoken Japanese and Business level English
  • Repo Trader experience in Global Investment Bank based in Japan
248

Mobile Strategist Resume Examples & Samples

  • Work with clients & account leads to define business goals and requirements
  • Cultivate consumer insights through data/information analysis
  • Work with mobile media planners/analysts/UXA/creative/account to create user flows and best practice technology
  • Stay on top of, and report out on, industry trends and mobile marketplace expectations
  • Develop content and messaging strategies for various projects
  • Accountable for the following deliverables under guidance of the Lead Strategist: mobile strategy POVs/presentation, competitive assessments, emerging technology landscape, project objectives and requirements, implementation plans, project research brief (with the experience planners)
  • Define research in conjunction with the research manager, experience planner, and/or architects to gain further insights
  • Work with the analytics group to analyze data, determine insights, and develop recommendations to optimize the experience/messaging/platform
  • Understanding of general marketing principles, research, consumer insights and digital metrics
  • Driven person who excels at learning new marketing principles and applying insights to mobile efforts
  • Clear passion for emerging marketing platforms
  • Excellent communication skills: writing, verbal, and small-group presentations
  • Highly self-motivated and excellent attention to details
  • A team player!!!!!
  • 1-3 years of mobile experience
  • Minimum 4 years of experience in agency/client roles a benefit
249

Transition Management Client Strategist Resume Examples & Samples

  • Originating new client relationships and enhancing revenue
  • Driving new business development, managing strategic initiatives to further brand awareness
  • Presenting to clients both individually and as part of a team
  • Leveraging other client-facing teams and the quality platform of a leading asset manager to promote a high quality service
  • Responding to RFPs and preparing other client materials
  • Owning and managing pitches and ensuring they are of a high quality
  • Highly developed communication and presentation skills with a demonstrated ability to present ideas effectively to clients, tailor communication style to the audience and promote ideas internally
  • An ability to multi-task and prioritise whilst producing high quality work in a demanding and fast-paced environment
250

Technology & Innovation Strategist Resume Examples & Samples

  • Minimum 15 years’ experience in technology and innovation related fields
  • Master’s degree in related fields
  • IT background and experience of 5 years
  • Has experience leading complex teams structures, running multiple teams across multiple locations and countries, in a regional or global capacity
  • Has demonstrated experience in handling Client and/or Firm sensitivities knowing when/how to escalate
  • Has experience in translating client needs into existing or new business growth
  • Excellent planning & organizational skills to prioritize work and meet tight deadlines
  • Well-organized – strong management schedules, scopes, communications, budgets, etc
  • Strong Communicator: Excellent verbal and written communication skills. Self-motivated and confident
  • Demonstrated Superior Client Relationship Skills: Able to effectively interact virtually and face to face
  • Demonstrated Superior People Management Skills: Able to build and lead teams effectively, train them well and promote open, constructive and collaborative relationships at all levels
  • Demonstrated ability to navigate global matrix organizations through influence and collaboration, and builds strong relationships with global colleagues
  • Strong presentation and selling skills
  • Flexible: Able to adapt and effectively deal with rapidly changing, stressful situations
  • Proven ability to initiate and follow through with improvement initiatives
  • Able to be a team player in an account structure
  • Exhibits honesty, trustworthiness, and consistent ethical behavior
  • Exhibits vision, clarity, inspiration, excitement, perspective, oversight, energy, and focus