Business Management Associate Resume Sample
Dashawn Thiel
897 Sadye Glen,
Chicago,
IL
+1 (555) 289 6991
Work Experience
Business Management Associate
03/2016
-
PRESENT
Los Angeles, CA
- Administer firm’s Soft Dollar Trading Program
- Partner with regional CFO and market manager(s) to develop strategic market plans
- Collaborate on 5-year financial plan and return on investment for growth markets
- Develop and present strategic insights about the market
- Align market goals and objectives to US-wide priorities and initiatives
- Partner with regional CFO to prepare for regular business reviews
- Manage / contribute to Business Management initiatives
- Contribute to the development of Business Management MI
- Perform analysis to determine the root cause of systemic issues
Asset Management Risk-business Management Associate
06/2012
-
12/2015
Philadelphia, PA
- Coordinate the response to any Operational Risk events
- Help to develop and maintain open and robust relationships with teams and branches
- Maintain effective working relationships across all BD corporate functions to work collaboratively and productively, especially Operational Risk and Compliance partners
- Experience and knowledge of budget/forecasting processes, HR headcount reporting, and financial structures
- Drive operational excellence and work effectively across multiple functions/divisions and Business Partners
- Strong communication with experience of operating at the highest levels of leadership
- Experience in financial services industry required
- Experience data gathering/data entry work
- As a key contributor to the success of Atlantic Trust this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness
KYC Business Management Associate
07/2007
-
12/2011
Dallas, TX
- Incumbents typically provide direction and training to more junior staff
- Creates P & L’s to measure the value of Affordable Lending programs
- Contribute to Risk People Agenda initiatives, including coordination of various management meetings and forums, senior leaders’ visits & employee engagement activities
- Strong project management and organizational skills with demonstrated success building collaborative working relationships
- Extensive experience shipping complex and timely initiatives
- Proven technical experience recognizing patterns of inefficiency and opportunity, and implementing durable programmatic solutions
- Pragmatic, process + results oriented
- Proficiency in scripting and UNIX environment
- Experience in software, consulting, or financial services organization contributing to the development of complex software or financial products
Education
Oglethorpe University
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Excellent interpersonal skills and ability to work collaboratively and develop strong relationships across the organization
- Excellent verbal and written communication skills and proven ability to interact with senior management
- Excellent analytical and problem solving skills and a good understanding of business analysis techniques and methodologies
- Excellent communication and interpersonal skills, including ability to deliver presentations and coordinate across the firm
- Have strong problem solving / analytical skills
- Strong business support skills
- Proficiency in MS-Office Professional: Outlook, Word, Excel and PowerPoint required, SharePoint; strong excel skills
How to write Business Management Associate Resume
Business Management Associate role is responsible for excel, analytical, powerpoint, business, reporting, organization, finance, retail, credit, training.
To write great resume for business management associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Business Management Associate Resume
The section contact information is important in your business management associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Business Management Associate Resume
The section work experience is an essential part of your business management associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous business management associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular business management associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Business Management Associate resume experience can include:
- Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure that the team’s analyses are sound. Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
- Tact and diplomacy skills when working with others and handling sensitive issues
- Work effectively and “influence without authority” in matrixed / highly collaborative organization
- Strong executive presence and proven ability to manage senior stakeholders
- Industry experience in financial services and a good appreciation of the wealth management industry
- Demonstrate ability to exercise good judgment and discretion
Education on a Business Management Associate Resume
Make sure to make education a priority on your business management associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your business management associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Business Management Associate Resume
When listing skills on your business management associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical business management associate skills:
- Strong written and verbal communication skills to interface globally with all levels of the organization
- MS Office (strong Excel skills, VBA), SharePoint, Clarity, Confluence, JIRA, Tableau and analytical techniques
- Strong organizational skills and ability to work on multiple projects as need arises
- Skilled communicator who influences and negotiates effectively
- Outstanding written/verbal communication skills with the ability to work with senior business and IT leaders
- Exceptional speaking, listening and writing skills including the ability to successfully interact with stakeholders at all levels
List of Typical Experience For a Business Management Associate Resume
1
Experience For Asset Management Risk-business Management Associate Resume
- Represent Investment Solutions’ interests and priorities in key decision making forums
- Design and implement systematic metrics and KPI’s required to effective manage business operations and drive strategic vision
- Pay strong attention to detail, be accurate and methodical and organised
- Challenging / developing / enhancing / implementing front office processes and procedures
- Project managing Business Management initiatives resulting from themes identified by Operational Risk Assessments and Business Standards monitoring activities
- Provide assistance with planning and executing events and sponsorships as needed
- Drive daily discussions about markets, investment views and ideas, outlook and valuations, and positioning across asset classes
- Support execution of global activities (e.g. annual planning, strategic communications materials) across functional teams
- Be an agent of change who is committed to progressing the agenda for diversity and inclusion in the firm
2
Experience For GS&I Business Management Associate Resume
- Capacity to influence an outcome by using fact-based approach with communicational finesse
- Prepare management information related to Head count, Attrition, Hiring to add value to strategy discussions and decisions in Management meetings
- Data cleansing on Perm Open Hires, Contractor Open Hires, GPL etc
- Manage high quality MIS for the department level data covering various aspects mentioned above
- Become knowledgeable in all Administrative Functions of FOR, understanding each business line
- Work with development teams to assess applications for potential existing gaps and impacts of new compliance requirements
- Broad understanding of J.P. Morgan Asset & Wealth Management, and Wealth Management specifically
- Broad understanding of J.P. Morgan Asset & Wealth Management, and Wealth Management, specifically
3
Experience For KYC Business Management Associate Resume
- Meticulous attention to detail, taking pride in high quality output
- Comfortable interacting with people at all levels of the organisation
- Confident interacting with colleagues at all levels of the organisation
- High levels of learning agility
- Develop collaborative working
- Assist the Country Business Manager with location wide projects aimed at improving the overall standards of governance and controls
- Proficiency using Microsoft Word, Excel, Access, Powerpoint and Outlook
4
Experience For Asset Management Solutions Business Management Associate Resume
- Proficiency using Microsoft Word, Excel, Access and Outlook
- Knowledge and involvement of quality control/assurance testing process (eg. Agile, Six Sigma)
- Lead ad hoc strategic business projects to enhance functional performance across the Two Sigma’s platform
- Be highly motivated with a willingness to learn a broad range of products, processes and systems and then to apply them across various scenarios
- Have a combination of quantitative/analytical skills as well as be strategic and creative in thinking through problems and issues; able to embrace change and meet challenges whilst remaining positive and focussed
5
Experience For Business Management Associate Programme Resume
- Hold appropriate tertiary qualifications in accounting, business, engineering or related discipline; a high level of proficiency in Word, Excel, Outlook and Power Point is essential
- Enjoy working in progressive and fast-paced environments where your assertiveness, initiative, leadership and strong work ethic can be drawn upon
- Collaboratively manage stakeholders, teams, agencies across multiple time-zones
- Help moderate and drive several key investment forum discussions, including the weekly Opportunistic Investment Ideas Meeting, Capital Markets Investment Group and Global Markets Council
- Focus on initiatives that are across the following key themes: talent, markets insight, solutions innovation, communication across wealth channels and technology and operating platforms
- Partner with corporate functions outside of Technology & Operations (e.g. RQA, Finance, HR etc.) to provide an entry point into Technology & Operations
- Contribute to the monthly and quarterly assessments and forecasts of organization's financial performance and staffing against budget, financial and operational goals
- Collaborate with functional businesses, Finance and Human Resources on forecasting, planning, and analysis for global Business Operations teams
- Support in the coordination and/or preparation of materials for senior management, Board, and Risk and Control Committees/Forums, including: the Asset & Wealth Management Risk Committee
6
Experience For Wealth Management Investments Business Management Associate Resume
- Lead governance of the AWM Risk Report Repository, maintaining a strong partnership with Firm-wide Risk Reporting (a Corporate function); this includes: monitoring report access changes (viewer additions and deletions), report metadata changes, new report onboarding approvals, and the Annual Report Recertification Process
- Policy & Procedures - promote and provide necessary training on firm, business and regulatory policies and procedures
- Business Strategy - establish objectives and focus areas for the business and develop action plans to build the bridge between current and future state
- Projects - Act as lead on projects for the global fixed income platform that relate to portfolio management, trade and post trade operations, investment process analysis and business process analyses
- Develop standard tools and processes for converting the data in to valuable information’s for the senior leadership
- Assist the India Leadership team across Technology & Change’s functions and regions are set up with unambiguous accountability for all areas of the relevant business through partnership, team-work and dialogue
- Manage reporting and MI
- Handle activities related to reporting and drive headcount and CC related changes through LMs
7
Experience For Am-business Management Associate Resume
- Ensure data consistency across systems and running syncs across systems
- Get the underlying data MI prepared
- Establish required controls and checks to ensure integrity of the information collected
- Prepare reports to provide headcount information across teams
- Ensure resignations information updates
- Get inputs reports from the relevant teams / groups
- Keep a track of the Available resources
8
Experience For Senior Business Management Associate Resume
- Manage seats for Joiners and Movers
- Support the Global Head of Investments and the Investment Solutions Leadership Team in all aspects of the business ranging from the management of the day-to-day, to the execution of strategic initiatives
- Partner across Asset Class Leaders, Portfolio Managers, Due Diligence, Investment Team Leaders and Operating Committee Members – across all client channels – on various business priorities
- Understand, define, and prioritize business needs in the context of short- and long-term objectives
- Meet key deliverable and milestone deadlines
- General involvement as required in various business management initiatives and projects
- Provide support with all aspects of the FOR Budget, assisting with reviews of Expense Reports to ensure compliance with WM Expense policy, and Event and Conference spend requests
- Coordinate contractual agreement review and approval via Sourcing
- Assist with Digital Data Solutions communications
9
Experience For COO Business Management Associate Resume
- Have exposure to all areas of Digital Data Solutions and get a holistic view of the organization
- Opportunity to lead internal projects in an effort to speed operational flows and help development teams deliver faster
- Produce and Drive best practices within the team
- Knowledge of Agile software delivery methodologies helpful
- Normally receives little instruction on everyday work and general instructions on newly introduced assignments
- Continue to drive the role of Credit Risk and as an independent second line of defense function
10
Experience For Business Management Associate Macro Markets Resume
- Work with the Credit Risk Leadership team and Technology to clearly define Risk Technology needs and formulate a plan
- Continue to improve the governance framework for WM Risk, including the preparation materials and minutes for Regional Risk Committees, and other LOB Risk forums
- Research and help formulate conclusions to broad risk issues
- Establish regular communication with the Business and Credit Risk team regarding risk issues, including policy, trends, regulatory (present updates at regular forums)
- Prepare materials and minutes for Risk Committees, and other LOB Risk forums
- Represent WM Risk and actively participate in cross LOB Risk groups and initiatives
List of Typical Skills For a Business Management Associate Resume
1
Skills For Asset Management Risk-business Management Associate Resume
- Advanced Microsoft Office skills - PowerPoint, Word, Excel
- Experience with budgeting, forecasting, managing growth and articulating data/metrics to senior leaders
- Industry experience working with teams in executing organizational programs and driving various strategic initiatives
- Experience with the global regulatory initiatives and trading or trading infrastructure
- Experience of defining and delivering projects in a structured fashion
2
Skills For GS&I Business Management Associate Resume
- Possess a stable yet progressive work history to date with approximately 3 years' experience working in Banking, Financial Services, Audit, Risk/Advisory
- Contribute to all Corporate-driven and consolidated AWM Risk reporting, including the EMR, DRPC, and AWM CRO Dashboard reports
- Experience working in SAP customer systems
- Experience with on-boarding new hires desirable
- Proven track record in delivering on major projects
- Strong proficiency with PowerPoint slide creation and intermediate excel modeling required
3
Skills For KYC Business Management Associate Resume
- Experience analyzing balance sheet and income statement results and related performance drivers
- Experience of working in an operational role or in an operational risk role would be a great asset
- Experience working in the investment management industry and of investment products
- The ability to plan, organise and prioritise workload, working on own initiative
- Able to multi-task when needed and respond to revised priority setting
- Able to prioritise competing demands and focus on deadlines
- Project assistant/coordinator experience required
4
Skills For Asset Management Solutions Business Management Associate Resume
- Experience with investments, financial markets, and/or economics
- Experience with and in-depth knowledge of equities, fixed income, currencies, commodities, structured notes, and/or alternatives
- Experience in financial services with knowledge of fixed income, product development, business strategy and /or business management functions
- Experience in the wealth management/asset management industry or in a project or business management role
- Experience in a business role with comparable responsibilities
- Strong follow-through, initiative and sense of urgency
- Proven ability to work in a fast paced environment, meet deadlines, and perform at a high level with limited supervision
- Relevant experience in Program Management and/or Risk Management is required
5
Skills For Business Management Associate Programme Resume
- Business improvement, process improvement, change management experience
- Advanced Excel knowledge with good command on automation through macros, formulae and pivots
- Experience in Investment Bank / Software development culture where delivery, control and cost need to be balanced would be an advantage
- Agree key priorities for WM Credit Risk in partnership with the WM CRO and the Credit Risk Leadership team
- Utility operations experience
- Proven ability to work in an extremely fast paced environment, meet deadlines, and perform at a high level with limited supervision
- Collecting/tracking/distributing data and information
6
Skills For Wealth Management Investments Business Management Associate Resume
- Understanding of the payment processing process
- Understanding of chargeback models and capacity planning
- Assisting in preparing standard reports, presentations, and communications
- Coordinating meeting agendas/materials and minutes/follow up action lists
- Managing the Span & Layer data for CIB services and highlighting the issues to Senior Leadership
- Supporting the Global Team during the Promotion and Pay cycle
- Helping with Regional Directors meeting organisation
7
Skills For Am-business Management Associate Resume
- Assisting with the management/review process of client materials and co-ordinating updates made or requested to these
- Following up with the Offices activity resulting Conduct Risk Indicators
- Understanding of the Meter to Cash process
- Understanding of relevant end-to-end business processes
- Willing to travel within the UK occasionally to support the team at conferences and internal events
- Working knowledge of SAP DWMS and Sharepoint
- Obtaining reports from various departments for Exco/Board reports
- Preparing notes and memos on Heads of Office calls – to circulate afterwards
8
Skills For Senior Business Management Associate Resume
- Helping to organise and prepare for business group and forum meetings, such as the Fees Forum
- Taking the minutes and actions at the meetings
- Helping the team to prepare for other Business Management meetings and follow up administrative actions
- Preparing the weekly Business Management update emails
- Working closely with Regional Operations Managers and offices to identify gaps in the control environment
- Ensure consistency and clarity of messaging regarding high conviction investment ideas both written and conveyed in the Global Morning Meeting
- Play an integral role in annual AWM Risk budget planning and ongoing expense/headcount tracking, in partnership with AWM Risk Finance partners
- Partner with Recruitment / BU MT teams to drive the location build out by preparing hiring plans and driving the recruitment process
9
Skills For COO Business Management Associate Resume
- Regular HR Reporting, uploading to sharepoint and distribution to the teams and resolving their queries
- Analytical in nature with an eye towards simplifying and summarizing data
- Background in Asset & Wealth Management, including a high level understanding of products and services
- Thrive working in a fast-paced and demanding environment
- Expertise in creating and delivering presentations to groups
- Able to understand and work with non-client-facing functions whilst always keeping the client in mind
- Track compliance with BCBS Standards, managing the production of the monthly Reporting KPI metrics and the annual update to the BCBS Framework documentation
- Maintenance of SharePoint site, adding individuals, removing permissions where necessary
- Partner with SLT BMs to drive the Hiring and headcount reporting across the SLT areas
10
Skills For Business Management Associate Macro Markets Resume
- Produce on-going and ad hoc analytics and prepare presentations and reporting materials
- Broad understanding of Asset & Wealth Management support functions; e.g. operations, technology, compliance, risk, guideline management, etc
- Execute within demanding deadlines, and manage multiple projects concurrently
- Overall branch knowledge and base knowledge of Retail Banking Financial Systems
- Proficiency in computer navigation, including Microsoft and Essbase environment
List of Typical Responsibilities For a Business Management Associate Resume
1
Responsibilities For Asset Management Risk-business Management Associate Resume
- Can-do attitude and ability to work effectively on cross-functional teams and assignments
- Facilitate and improve operational compliance, efficiency and security by supporting all teams in adherence to policy, process and procedure
- Financial reporting and reconciliation
- Maintain division mail groups
- Provide assistance to Legal and Compliance team with Business Policies & Procedures Oversight
- Maintain proper system entitlements for all unit employees
- Provide business support to Global Sports & Entertainment (“GSE”)
2
Responsibilities For GS&I Business Management Associate Resume
- Work with Line of Business (LOB) Business Managers and Control Officers on implementation of key control and regulatory agenda for the location i.e. Related Party Transactions, Client Consent, AML, MAS OTC Trade Reporting, Data Management etc
- Support integration, business expansion and related strategies where required; work closely with LOBs to facilitate execution of local strategy
- Support the SCBM in expense and cost management for the location
- Develop and implement control enhancements across the offices
- Coordinate Risk and Control assessments (RCSAs)
- Help strategically manage our resource footprint. Coordinate resources (staff, equipment, vendors and consultants)
- Total Cost of Ownership analysis for our applications
- Work with Leadership members to review org make-ups and perform cost analysis
- Interact with Finance teams across the organization as well as with Senior Management
3
Responsibilities For KYC Business Management Associate Resume
- Highly detail oriented and follows-through, process oriented
- Able to multi-task and perform tasks in a fast-paced, team oriented environment with high accuracy
- Team player, self-starter, flexible with time
- Quickly analyze business practices to identify risk and develop innovative solutions
- Has a positive attitude and projects confidence
- Handle multiple projects at the same time, partner with and interact across organizational units and with all levels of management
- Extremely detail-oriented yet able to focus on big-picture business unit objectives
4
Responsibilities For Asset Management Solutions Business Management Associate Resume
- Background in Business
- Knowledge of Agile software delivery methodologies is helpful
- Involvement in and/or coordination of policy and regulatory processes (for example, Regulatory exams, Consent Orders, MRAs, Audits)
- Participate in the coordination of Weekly & Monthly Credit Leadership meetings, agenda topics and metric submissions
- Coordinate submission to DRPC, Audit Committees, AWM Risk Committee and other presentations as required
5
Responsibilities For Business Management Associate Programme Resume
- In partnership with the AWM Risk Business Management team and Finance provide input to WM Credit Risk Financials
- Involvement in project management and execution of Credit Risk driven projects such as stress testing methodologies, legal opinions analysis and derivatives related activities
- Work closely with Oversight & Control and the WM Credit Risk team to ensure WM Credit Risk RCSA process is managed and action plans are addressed in a timely manner
- Prepare materials for and coordinate materials for management forums (i.e., Town Hall, Offsite, ad-hoc management meetings)
- Agile team player with the ability to work with diverse working styles on projects and coordinate resources effectively, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiatives
6
Responsibilities For Wealth Management Investments Business Management Associate Resume
- Manage the work independently, self-starter
- Superior standard of written and spoken English
- Able to work without supervision, once set a task
- Eager to learn and broaden their knowledge base
- Flexible and committed in approach
- Team player, partnership with other team members and different teams across the business
- Ambitious, career focused and results-driven
7
Responsibilities For Am-business Management Associate Resume
- Values aligned to those of BD, Genuine, Expert, Ambitious
- Well-organised able to work
- Flexibility to travel across BD’s branch network
- Strategic Mindset: Ability to understand the big picture, build conceptual framework, and think creatively to solve issues. Look beyond immediate problems for wider implications and determines best path forward
- Create material based on Strategic Observations and analysis
8
Responsibilities For Senior Business Management Associate Resume
- Work independently and collaboratively across departments
- Knowledge of Business Warehouse
- Knowledge of PSE&G’s New Business process
- Thrive in a fast-paced entrepreneurial work environment
- Has general business/financial services industry knowledge
- Agility to juggle multiple projects
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