Business Analyst Assistant Vice President Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Analytical Assistant Vice President of Finance with a strong concentration in Credit Risk Management possessing in-depth knowledge of cost control, budgeting and financial accounting. Instrumental in resolving advanced fund management issues and catapulting company forward with cutting-edge strategies. Achievements include increasing client returns, strengthening portfolios and managing compliance issues. Good grasp of economic, accounting and mathematical principles. Results-oriented self-motivator with proven track-record in sales and branch management, loan management and general bank operations. Focused on smoothly overseeing financial, personnel and operational facets. Well versed in local, state and federal guidelines underpinning financial management with success in devising policies and procedures to sustain compliance with regulatory guidelines.

  • Business Development
  • Revenue Generation
  • Staff Management
  • Credit risk
  • High risk account reviews
  • Credit programs
  • Financial statements expertise
  • Data Analysis
  • Trading operation management
  • Trend Analysis
Work History
10/2018 to Current
Business Analyst - Assistant Vice President Citigroup Corporate Investment Banking City, STATE,
  • Stayed up to date on regulations and lax laws affection each fund to prevent management impropriety.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Oversaw more than $[Amount] in total assets with consistently high returns and client satisfaction.
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.

Key Accomplishments:

  • Directly improved and automated the error submission process for operations as it relates to their existing product processer.
  • Key participant and contributor in a global product processor conversion project.
  • Served as the key-point of contact for operations as it related to critical remediation projects to improve and automate quarterly data submissions due to the Federal government.
05/2015 to 10/2018
Credit Risk Middle Office - Associate JPMorgan Investment Banking City, STATE,
  • Created and executed aggressive investment strategies to increase returns for clients.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Made decisions and recommendations about extending lines of credit.
  • Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment.
05/2013 to 05/2015
Secondary Debt Closer - Director Morgan Stanley Investment Banking City, STATE,
  • Managed team of nine (9) associates and analysis.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
  • Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.

Key Accomplishments:

  • Directly improved the reporting metrics related to Wholesale Banking and Treasury & Investment Services. Enhancing data elements streamlining of data collection, and timing of reporting to support new firm and business initiatives to mitigate firm credit risk.
  • Key participant in global project to improve and automate critical Treasury & Investment Services feed between multiple treasury services and credit risk platforms.
05/2012 to 05/2013
Deal Closer - Associate JPMorgan Investment Banking City, STATE,
  • Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Produced and submitted completed loan packages to title and escrow professionals.

Key Accomplishments:

  • Participated in LoanIQ system enhancements to support new business initiatives.
  • Serviced as a subject matter expert within the realm of secondary loan closing.
Expected in 2004
Bachelor of Arts: Finance
Lincoln University - Lincoln University, PA
Technical Skills
  • Flexcube, Recon/CBM, Business Objects, Citi Checking, Citi Direct, Pega, ClearPar, Trade Tracker, DTCC/LoanServ, LoanIQ, Exposure Now, Firestar, SharePoint, Client Central, Wall Street Office, Intralinks, Debtdomain, ACH Pathways, Teleview, GFC, ICRD, RPA, DocuSign, Xceptor and Financial Services Desktop. Teleview, GFC, ICRD, RPA, DocuSign, Xceptor and Financial Services Desktop.

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Resume Overview

School Attended
  • Lincoln University
Job Titles Held:
  • Business Analyst - Assistant Vice President
  • Credit Risk Middle Office - Associate
  • Secondary Debt Closer - Director
  • Deal Closer - Associate
  • Bachelor of Arts