development investor relations manager resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Accounting, Pivot tables
  • Ad, Policies
  • AP, Risk analysis
  • AR, Risk Management
  • Banking, Scheduling
  • Benchmarking, Securities
  • Bloomberg, Swaps
  • Bonds, Treasury
  • Budget, Website
  • Business plans, Websites
  • Cash flow
  • Cash registers
  • Com
  • Conferences
  • Consulting
  • Credit
  • CRM
  • Client
  • Clients
  • Database
  • Derivatives
  • Financial
  • Financial statements
  • Funds
  • Insurance
  • Investment Management
  • Investments
  • Investor Relations
  • Letters
  • Macros
  • Marketing
  • Market
  • Marketing materials
  • Materials
  • Meetings
  • Excel
  • Negotiation
  • Network
  • Oil
  • Oracle
Development & Investor Relations Manager, 04/2016 to Current
Kar Auction ServicesToledo, OH,
  • Met with Business Owners, Family Offices, Institutional Investors to obtain in depth understanding of their business and personal goals and provide customized solutions to help them meet their investment needs and objectives.
  • Developed and maintained CRM database of leads and prospective investors for each product category.
  • Developed, prepared and maintained a full suite of up to date proprietary marketing materials for client meetings as well as conferences for all products for the use of the firm and its employees.
  • Maintained firm website.
  • Responsible for registering lwPartners brand in Curacao and developing group website.
  • Created and maintained company presence in third party marketing websites; including Preqin, Bloomberg, Morningstar, Barclays Hedge and others.
  • Managed relationships with Third Party Marketers like Hedge Connection, Preqin, Sum Zero and others.
  • Participated in weekly Marketing Call with other members of the industry throughout the US.
  • Managed Investment Committee scheduling and minutes as per compliance regulations.
  • Responsible for prospecting, profiling, on boarding and documenting new clients to the RIA for fund client's products and Discretionary and Non Discretionary SMAs.
  • Marketing and Investor Relations Consulting for other firms in the lwPartners Network of Companies: including LW Investment Management Ltd(Bahamas), LW Securities(Mexico), LW Asesores de Inversiones(Panama).
Relationship Associate, 09/2013 to 11/2013
Bluestem BrandsMiddleton, MA,
  • Managed client relationship alongside Relationship Manager.
  • Liason between Credit Analysts and Relationship manager.
  • Visited clients to ensure their needs were being met and their operations were growing according to loan requirements.
  • In charge of ensuring all client information was up to date monthly according to loan requirements.
  • Prepared background report on client prior to first visit.
  • Prepared post meeting memos based on topics covered and pending items.
  • Prepared presentation materials.
  • Left position due to high risk pregnancy, fully recovered.
Credit Risk Analyst, 02/2013 to 09/2013
Publicis Groupe SaSanta Monica, CA,
  • Conducted risk analysis on customers wanting credit to purchase product.
  • Conducted daily exposure reports for crude oil department.
  • Conducted daily aging reports for WFS and subsidiaries.
  • Monitored all customer guarantees for WFS land division and subsidiaries.
  • Collected financial data from customers to update client files.
  • Collaborated with AR, accounting and treasury departments to coordinate and ensure client payments for crude oil department.
  • Collaborated with AR, accounting and treasury departments to release AP payments for the land crude oil department.
  • Created monthly cash flow for land crude oil department.
  • All reports done with the use of CXL and Oracle data exported to create pivot tables with what if analysis as well as macros on Excel.
  • Manage monthly crude client payment settlement including accounting offsets, netting agreement enforcement.
  • Ensure good standing with crude oil clients.
  • Worked with pivot tables, H/V lookups and Ad Hoc reports.
Finance Manager, 04/2008 to 11/2010
Volkswagen Group / Avelino AbreuCity, STATE,
  • Please see for more information.
  • Led a team of 12.
  • Analyzed financial statements and created reports on trends for the CEO.
  • Advised the CEO in the application of strategies in the financial field, according to the market and needs of the company (swaps, forwards).
  • Worked with brand managers of each product line to create business plans; including but not limited to projections, benchmarking, strategies, financial reviews.
  • Prepared cash flow reports and coordinated the use of funds on a daily basis.
  • Elaborated spending budget for different departments.
  • Reviewed all payment of and purchases of goods and services.
  • Reviewed and coordinated payment of interests on loans, letters of credit and international suppliers.
  • Managed international payments to suppliers (SWIFTS, wire transfers, letters of credit, lines of credit, banking super users).
  • Supervised payment of letters of credit, standbys and loans.
  • Managed the negotiation of commercial papers, bonds and any other investments chosen by the CEO.
  • Managed relationships with banks to ensure long-term relationships.
  • Followed up on international warranties with international suppliers.
  • Supervised the efficiency and regulated the credit department as well as cash registers according to company policies.
  • Managed insurance policies.
  • Worked with pivot tables, H/V lookups and Ad Hoc reports.
  • Please inquire for earlier work experience information.
Education and Training
Series 65 Investment Advisor Representative License: , Expected in 2016
- ,
Certificate in Advanced Excel July 2013 Total Training For Microsoft Online Courses Certificate in Risk Management with Derivatives: , Expected in 2013
New York Institute of Finance - New York, NY
Masters: Business Administration, Finance, Expected in 2012
Nova Southeastern University - Ft Lauderdale, FL
Bachelors Degree: Economics, Expected in 2007
Boston University - Boston, MA
Activities and Honors
Member Avelino Abreu Administrative Board and Family Office
  • Serve in an advisory capacity to steer organization towards sustainable growth providing guidance specifically concerning investment management of over US$100M in assets.
  • Citizen Review Panel Volunteer Florida Foster Care Review.
  • Participate in monthly comprehensive case review hearings of children in foster care and identify unmet needs.
  • Table of Contents Word did not find any entries for your table of contents.
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  • Repeat for each heading that you want to include, and then insert the table of contents in your document.
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Resume Overview

School Attended

  • New York Institute of Finance
  • Nova Southeastern University
  • Boston University

Job Titles Held:

  • Development & Investor Relations Manager
  • Relationship Associate
  • Credit Risk Analyst
  • Finance Manager


  • Series 65 Investment Advisor Representative License
  • Certificate in Advanced Excel July 2013 Total Training For Microsoft Online Courses Certificate in Risk Management with Derivatives
  • Masters
  • Bachelors Degree

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