Investor Professional Resume Example
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INVESTOR PROFESSIONAL
Highlights
| Series 7 & 66, Bloomberg Essentials, Barra One, Thomson One, MPI Stylus, FactSet |
Experience
01/2014 － CurrentBickford Senior LivingClinton , IA
- Deliver iShares Product ETF expertise in client meetings, speaking engagements, and educational training sessions on consultative selling, due diligence, and framing the portfolio construction discussion Provide a broad range of comprehensive and technical knowledge on how iShares are built and function, performance and tax attribution, securities lending contribution, as well as index research Collaborate with Marketing to develop effective communication delivery with sales and external partners Collaborate with Capital Markets for bi-weekly reports on timely iShares products related to macro trends Study competitive landscape and deliver bespoke analysis to Senior Product Development Partners Build relationships with C-suite clients, board members, and entrepreneurs in the Bay Area Mentor and manage a team of 3 rotational Analysts and provide guidance on using various programs.
Investor Professional01/2011 － 01/2014DonatosWashington Court House , OH
- Assist in portfolio reviews to validate clients' investment objectives, recommend investment policy statement Call clients to review opportunistic investment ideas and suggest ideas to the extended team Showcase the JPM platform at various roadshows for our private equity sponsors with clients and prospects Actively trade in all asset classes by closing complex products with monitored weekly scored revenue Study global markets and client portfolios to gain insights for opportunities to share with colleagues and clients Build relationships with C-suite clients, board members, and entrepreneurs in the Bay Area Mentor Analysts and Investor Professionals with role playing, portfolio solutions, and market reviews Adhere to numerous policies and procedures regarding securities transactions as team risk expert.
Associate06/2007 － 01/2011Oppenheimer & Co. IncCity , STATE
- Provided meaningful solutions Small to Mid-Corporations by continuously expanding product knowledge and researching relevant investment areas with senior members on the team Identified new business opportunities and reviewed pipelines with practice leads Built and tested a diversified currency overlay strategy for a sub-Saharan African microfinance portfolio Facilitated complex trades including interest rate swaps and credit revolvers in the transportation sector Managed multiple ongoing research projects, client pitch books, and balance sheet optimization.
Education
1 2009Fixed Income, Equity Evaluation, Corporate Finance, Quantitative Methods, Financial Statement Analysis, Derivative Markets, Financial Engineering, Accounting and Economics:St. Mary's College of CA - MSc Financial Analysis and Investment ManagementCity, StateGPA: GPA: 3.7MSc Financial Analysis and Investment Management GPA: 3.7
1 2007BA:Sacramento State University - Economics MathematicsCity, StateEconomics Mathematics Student Economics Association, Math Club, Alpha Chi Omega, Wakeboard Team
Curriculum covered: Antitrust & Regulation, Econometrics, Differential Equations, Advanced Statistics, Game Theory, Energy Economics, History of Economic Thought, International Trade, Monetary Policy
Interests
Former VP Development -Toastmasters, Larkin Street Youth, Janet Pomeroy Center, Classical Music, Tennis Junior League of San Francisco San Francisco, CA Volunteer Chair for PR/Marketing and Strategic Planning May2010 - Present Lead two committees to monitor and execute an RFP for rebranding to increase community impact with our community programs and enabling funds; slated on a 5 year strategic planning committee to implement Present to the Board and Finance Committee monthly with impact updates and liaise feedback for execution
Languages
Proficient in Russian and Spanish
Skills
Accounting, Alpha, balance sheet, Bloomberg, bi, C, Capital Markets, closing, Chi, competitive, Corporate Finance, credit, client, clients, delivery, Product Development, due diligence, Economics, Equity, Financial, Financial Statement Analysis, Fixed Income, framing, market, Marketing, Math, meetings, Mentor, optimization, policies, speaking, researching, research, Russian, selling, sales, securities, Spanish, Statistics, strategy, swaps, tax, transportation
Additional Information
- Other Interests & Extracurricular Activities Former VP Development -Toastmasters, Larkin Street Youth, Janet Pomeroy Center, Classical Music, Tennis Junior League of San Francisco San Francisco, CA Volunteer Chair for PR/Marketing and Strategic Planning May2010 - Present Lead two committees to monitor and execute an RFP for rebranding to increase community impact with our community programs and enabling funds; slated on a 5 year strategic planning committee to implement Present to the Board and Finance Committee monthly with impact updates and liaise feedback for execution
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Resume Overview
School Attended
- St. Mary's College of CA
- Sacramento State University
Job Titles Held:
- Investor Professional
- Associate
Degrees
- 1 2009 Fixed Income, Equity Evaluation, Corporate Finance, Quantitative Methods, Financial Statement Analysis, Derivative Markets, Financial Engineering, Accounting and Economics : St. Mary's College of CA - MSc Financial Analysis and Investment Management
1 2007 BA : Sacramento State University - Economics Mathematics
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