Mutual Fund Operations Analyst Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
Mutual Fund Operations Analyst with exceptional organizational, project management and leadership skills.
  • Strong account analysis skills
  • Problem solving
  • MS Word and Excel
  • Detail-oriented
  • Goal-oriented
  • Operation processing
Work History
2008 to 10/2014 Mutual Fund Operations Analyst Col Care | Villa Park, IL,

Reconciled daily trade transactions and monthly asset positions in retail CRM database to ensure timely and accurate reporting;

Resolved problems and eliminated duplicate branch, rep and trade information;

Updated capital action activity and maintained current broker dealer information;

Created reports for mutual fund tracking for upper management;

Compiled monthly commission exceptions for finance department

08/1998 to 11/2007 Manager Retail Operations Munder Capital Management | City, STATE,

Managed retail operations staff, including training, performance standards, reviews, and staff development;

Planned, directed and coordinated the APL and system operations and daily reconcilement;

Reviewed and developed procedures for accuracy and relevancy;

Developed reports and queries based on client requests,

Tested system enhancements and upgrades;

02/1993 to 06/1998 Consultant Operations Specialist Comerica, Inc. | City, STATE,

Researched and resolved various trade out-of-balance positions in the trust operations department resulting from the merger of Manufacturers Bank and Comerica Bank

Processed foreign trade reclamations;

Reregistered US Savings Bonds;

Cleared large dollar failed trades;

Assisted in the audit of mutual fund share positions;

Verified, balanced and re-registered stock certificates held onsite in vault;

Performed various projects as requested by upper management.

Expected in Bachelor of Arts | Business Wayne State University, Detroit, MI GPA:
Completed three years toward degree
Expected in Secretarial | Detroit Business Institute, Detroit, MI GPA:
Graduated First in Class

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Resume Strength

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Resume Overview

School Attended
  • Wayne State University
  • Detroit Business Institute
Job Titles Held:
  • Mutual Fund Operations Analyst
  • Manager Retail Operations
  • Consultant Operations Specialist
  • Bachelor of Arts
  • Secretarial