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JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

I am an experienced analyst working within the Institutional Implemented Consulting team at Russell Investments. I am looking for an opportunity to utilise and expand my skills in investment policy, asset class structure and XXX while maintaining and expanding a diverse client group. I am a motivated and dedicated professional known for punctuality, persistence and diligence.

Experience
08/2018 to Current Implemented Consulting Analyst Csc | Tallahassee, FL,
  • Developed and maintained successful relationships with clients (including superannuation funds, endowments and foundations) and external stakeholders
  • Liaised with internal stakeholders including fund operations, performance and reporting and the investment division team on all issues related to clients and prospects
  • Responsible for the delivery and quality of reporting materials to internal stakeholders and clients and producing comprehensive, tailored and accurate investment performance reports including written analytical commentaries and investment presentations
  • Technical mathematical modeling, including strategic asset allocation modeling
  • Provide support to Client Relationship Managers for clients and prospects on a day to day operational basis (for example, assisting in responding to client queries)
  • Attend and present at client's quarterly investment board meetings to provide an update on investment performance and the market environment and outlook. Also yearly updates on strategic asset allocation reviews, health checks of current investment strategies and stress and liquidity testing
10/2017 to 08/2018 Paralegal Snc Lavalin | Bridgeport, CT,
  • Organized client calendars, prepared mailings and handled high call volumes
  • Identified and analyzed legal documents, discoveries and contracts
  • Digital dictation and word processing
  • Compiling court documents, court filings and general filing management
03/2015 to 10/2017 Intern & Administrative Assistant Apt Wealth Partners | City, STATE,
  • Entering and updating information on workplace database to improve and enhance quality of service provided to clients
  • Daily confirmations of trades placed for clients involving monitoring markets, navigating platform websites and emailing clients
  • Working alongside the compliance department and undertaking activities including proof reading documents, updating and handling confidential documents and assisting with projects
  • Working alongside the insurance department and completing tasks involving updating insurance policies and communicating with insurance clients and insurance companies
Education and Training
Expected in 2019 Investment Foundations Certificate | CFA Institute, Sydney, GPA:
Expected in 11/2018 Bachelor of Laws / Bachelor of Commerce | Macquarie University, North Ryde, GPA:
Expected in 11/2013 High School Diploma | Kambala, Sydney, GPA:
Skills
  • Stakeholder relations
  • Presentation skills
  • Ability to analyze reports
  • Communication and advocay skills
  • Problem solving and negotiation skills
  • Time management and team work skills
Accomplishments
  • Macquarie University Robert Menzies College New Member Scholarship
  • Kambala Girls' School Prefect

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School Attended

  • CFA Institute
  • Macquarie University
  • Kambala

Job Titles Held:

  • Implemented Consulting Analyst
  • Paralegal
  • Intern & Administrative Assistant

Degrees

  • Investment Foundations Certificate
  • Bachelor of Laws / Bachelor of Commerce
  • High School Diploma

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