Investment Associate Resume Example
-Energetic and driven analyst with 3+ years experience in financial services industry and a passion for helping individuals exceed goals.
-Highly motivated associate who thrives in high-pressure environments. Balances multiple tasks while maintaining a high level of accuracy.
-Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions.
-Adept at analysis, provides creative investment solutions to complex client needs.
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May 2012 to CurrentBmo － Westfield , WI
- Streamlined analysis processes through effective data mining solutions
- Evaluated investment solutions and presented new solutions to senior portfolio managers
- Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
- Completed transactions for multiple portfolio managers and 200+ accounts with 100% accuracy
June 2011 to August 2011Ashford Hospitality Trust － Dallas , TX
- Researched portfolios and closely held investments for senior portfolio managers
- Developed portfolio allocation tools to facilitate asset allocation process
- Mitigated risk in client portfolios through careful monitoring and thoughtful resolution of abstract issues
January 2011 to May 2011Archer Investment Management － City , STATE
- Performed market research to identify new business opportunities
- Analyzed portfolios to identify potential planning needs
- Consolidated investments solutions into an easily accessible database
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Resume Overview
School Attended
- Campbell University
Job Titles Held:
- Investment Associate
- Investments Summer Analyst
- Investments Intern
Degrees
- BBA : Trust and Wealth Management , 2012
MBA : Business Administration , 2012
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