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research analyst asset allocation resume example with 13+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Experience
05/XXX0 to Current Research Analyst - Asset Allocation Trustmark | Houston, TX,
  • Support the Asset Allocation team in the planning, execution and feedback of over $50 billion in AUM
  • Work with portfolio managers and traders to execute rebalances and tactical changes
  • Implement and monitor short-term tactical positioning using derivative overlays
  • Conduct diligence on underlying fund of fund holdings, leveraging analysis from investment oversight team
  • Generate performance attribution reporting and identify key alpha drivers
  • Provide daily written commentary to portfolio managers on economic data releases
  • Prepare materials for all business, economic and investment strategy meetings
  • Update, maintain and improve quantitative underpinnings of the investment process
  • Work with product managers to support the creation of marketing collateral
  • Rigorously back-test and refine strategies using Monte Carlo simulations
  • Work with sell-side firms to close gaps in research coverage
  • Work on projects focused on integration of Riversource Investments and Columbia Management
  • Work with sell-side firms to identify appropriate alternative beta and volatility strategies for fund of fund portfolios
  • Conduct independent studies on topics of interest
05/2008 to 05/XXX0 Research Analyst - Merrill Edge Merrill Lynch | City, STATE,
  • Report key operating metrics to risk executives and leadership teams
  • Draft requirements and rollout strategy for mobile trading offering and social media initiatives
  • Drive integration and cross-sell initiatives between bank and brokerage
  • Work with market-data and trading platform vendors to define the active trader experience
  • Manage user acceptance testing (UAT) in conjunction with technology teams
  • Quantify relationships between operating metrics and market movements
  • Perform due-diligence for $6 billion auction-rate security buy-back program
  • Drive critical initiatives involving the integration of Bank of America and Merrill Lynch online platforms
04/2007 to 06/2007 Intern- Wealth Management Smith Barney | City, STATE,
  • Conduct mutual fund due diligence for senior wealth managers constructing investment portfolios for ultra-high net worth clients
  • Market 401k and pension plan menus to small and medium-sized businesses via phone
  • Prepare collateral for client and prospect meetings
Education
Expected in 2008 to to Bachelor of Arts | Economics New York University, New York, NY GPA:

Minors: Mathematics, Computer Applications

Certifications

Level 3 CFA Candidate

Series 7 (expired)

Skills

Proficiency: Bloomberg, FACTSET, Haver Analytics, Datastream, Microsoft Office Suite

Working Knowledge: MATLAB, VBA, SQL, HTML, Barclays POINT, MSCI BarraOne

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Resume Overview

School Attended

  • New York University

Job Titles Held:

  • Research Analyst - Asset Allocation
  • Research Analyst - Merrill Edge
  • Intern- Wealth Management

Degrees

  • Bachelor of Arts

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