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.
- 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
- 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
- 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
|
|
- Macquarie University Robert Menzies College New Member Scholarship
- Kambala Girls' School Prefect
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
Disclaimer
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score
could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
resume Strength
- Formatting
- Length
- Personalization
- Target Job
Resume Overview
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
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
