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Associate Resume Example

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ASSOCIATE
Skills
Proficient with S&P Capital IQ, Salesforce, Microsoft products
Experience
AssociateJan 2015 to Current
S&P Capital IQ － York, NY
  • Manage 100+ client accounts Identify growth opportunities and strategize with sales team leaders in account planning to achieve quarterly and annual sales goals Consult with clients to find business inefficiencies and provide unique data solutions resulting in increased productivity and more nuanced financial analysis Lead tailored training sessions on functionality and new enhancements on numerous product lines across various Capital IQ platforms Constructed all necessary agreements for new client footprints as well as renewal documents Collaborate with technology and application specialist teams for complex financial modeling requests, customization/screening requests and product enhancements.
Product ConsultantJul 2013 to Dec 2014
S&P Capital IQ － York, NY
  • Provided content, technical and application guidance to clients using the Capital IQ platform at over 4,200 financial institutions, law firms, and corporations Served as the liaison between individual users and the client development team to identify leads and business expansion cases Advised users in areas ranging from the creation of financial models and construction of idea generation screens to the breakdown of financial statement standardizations Assisted sales team by providing information on client leads resulting from support calls Provided personal and client feedback to internal teams for product improvement.
Investment Team MentorshipJul 2010 to Jan 2011
Revere Capital Advisors － York, NY
  • Received extensive training in Financial Markets and both hedge fund and alternative investment strategies such as Event Driven, Macro Economics, Relative Value, Equity Neutral, Credit L/S, Trend following, etc.
  • Analyzed performance and investment strategy of Broadmark Asset Management a subsidiary owned by Revere which invests in liquid equity index futures and ETFs Created a comprehensive data bank of emerging hedge fund managers (< 5="" years="" of="" operational="" history),="" including="" details="" regarding="" investment="" strategy,="" performance="" and="" assets="" under="" management="" worked="" with="" the="" investment="" advisory="" services="" group="" to="" help="" research="" stocks,="" bonds,="" options,="" and="" other="" securities="" that="" revere="" offers="" clients="" research="" included="" analyzing="" security="" performance="" and="" valuation,="" projected="" cash="" flows,="" and="" associated="" risk="">
Interests
Enjoy basketball, soccer, rock climbing, skiing and reading
Education and Training
University of Maryland － College Park, MD
B.S, FinanceRobert H. Smith School of BusinessFinance Study Abroad , MarylandinRome, American University of Rome, Italy Prime Resource roup G , Sales Training Training the Street, Finance Professionals Training
Skills
Asset Management, bonds, content, Credit, client, clients, Economics, Equity, Finance, Financial, financial analysis, financial modeling, futures, investment strategy, investment strategies, investments, IQ, law, Microsoft products, Prime, product improvement, research, sales, Sales Training, securities, Trend, unique, valuation
Additional Information
  • Enjoy basketball, soccer, rock climbing, skiing and reading
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Resume Overview

Companies Worked For:

  • S&P Capital IQ
  • Revere Capital Advisors

School Attended

  • University of Maryland
  • Robert H. Smith School of Business

Job Titles Held:

  • Associate
  • Product Consultant
  • Investment Team Mentorship

Degrees

  • B.S , Finance

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