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Investment Associate Resume Example

Resume Score: 80%

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INVESTMENT ASSOCIATE
Summary

-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.

Highlights
  • Analytical
  • Superior time management
  • Complex problem solving
  • Highly proficient MS Office Suite
  • Superior research skills
Experience
Investment Associate
May 2012 to Current
Company Name - City, State
  • 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
Investments Summer Analyst
June 2011 to August 2011
Company Name - City, State
  • 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
Investments Intern
January 2011 to May 2011
Company Name - 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
Education
BBA : Trust and Wealth Management, 2012Campbell University - City, State
MBA : Business Administration, 2012Campbell University - City, State
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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.

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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