SEARCH

Investor Relations Analyst Resume Example

Resume Score: 70%

Love this resume?Build Your Own Now
INVESTOR RELATIONS ANALYST
Summary
Dynamic finance professional with a strong background in all aspects of financial reporting, sales and client services. Successful at managing multiple assignments while meeting tight deadlines.
Skills
  • Superior time management
  • Complex problem solving
  • Variance analysis
  • Superior research skills
  • Proficient in MS Office
  • Sales and marketing
  • Peer and industry analysis
  • Team building  
Experience
Waddell & Reed Financial IncInvestor Relations Analyst01/2014 to Current
  • Write and distribute press releases of company developments.
  • Write quarterly and annual reports for SEC filings.
  • Create quarterly earnings presentation for the board of directors, senior management and investors.
  • Provide executive management with peer earnings reports and analysis.
  • Conduct industry analysis for executive management, providing information on product development and industry trends.
  • Monitor overall market trends and ownership changes in the company's stock.
  • Discuss company developments with investment analysts.
Senior Investment Planning Sales Specialist02/2011 to 02/2014
  • Build and enhance relationships with financial advisors as a liaison to the home office.
  • Work with financial advisors on case analysis to determine what products are suitable for their current & prospective clients.
  • Train financial advisors on investment software enabling them to give a solid presentation to current & prospective clients.
  • Write white papers for the field to inform advisors and new concepts and enhance sales skills.
  • Create and conduct outbound call campaigns using informative sales presentations for financial advisors.
Client Service Team Lead02/2007 to 02/2011
  • Manage day-to-day operations and monitor daily performance numbers.
  • Ensure that team members obtain the appropriate training and support.
  • Diffuse intense situation that are elevated to the managerial level and find creative solutions to difficult inquires.
  • Build solid productive relationships with all levels of leadership and support teams.
  • Facilitate effective and supportive team relationships.
  • Resolve operational and interdepartmental problems quickly.
  • Manged an under performing team to become the top statistically performing team in the department in four consecutive quarters.
Education
MBA2010University Of Missouri Kansas City, Kansas City, MO, United States
BBA2006University of Missouri Kansas City , Kansas City, MO, United States
Additional Information
  • Licenses and Designations *Chartered Financial Consultant (ChFC) *Chartered Life Underwriter (CLU) *Certified Mutual Fund Counselor (CMFC) *Series 6, 7, and 66 licensed
Build Your Own Now

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.

Resume Overview

Companies Worked For:

  • Waddell & Reed Financial Inc

School Attended

  • University Of Missouri Kansas City
  • University of Missouri Kansas City

Job Titles Held:

  • Investor Relations Analyst
  • Senior Investment Planning Sales Specialist
  • Client Service Team Lead

Degrees

  • MBA 2010
    BBA 2006

Similar Resumes

View All
Director-of-Investor-Relations-resume-sample

Director of Investor Relations

SRC Capital Management, LLC

Wheaton, Illinois