Investment Assistant Resume Sample
Lorine Grimes
4613 Glennie Port,
Boston,
MA
+1 (555) 759 0131
Work Experience
Investment Banking Executive Assistant
07/2017
-
PRESENT
San Francisco, CA
- Open-minded, flexible, and willing to listen to other people’s opinions
- Prioritize multi-person workloads to ensure assignments are completed accurately and meet given deadlines
- Demonstrated verbal and written communication skills, with the ability to communicate effectively within all levels of the organization. Ability to quickly comprehend instructions
- Work in a fast-paced, at times stressful environment
- Excellent time management skills to handle sensitive materials and the pressure of last minute deadlines
- Willing to take ownership of tasks and responsibility for their completion
- High tolerance for, and adaptable to change. Flexibility is required
- Maintain harmonious relationships with co-workers in Investment Banking and various external contacts
- Strong technical skills and knowledge of MS Office 2010 including
Corporate & Investment Bank Global Equities Trading Executive Assistant
11/2013
-
03/2017
Phoenix, AZ
- Contact company employees to gather event related information
- Compile and analyzes information and reports relevant to department projects and semi-annual reviews
- Print and distribute event transcripts, annual reports, etc
- Assist in the coordination of meetings, including scheduling conference rooms, coordinating audio/ visual support, setting up online meetings, etc
- Maintain calendars, department schedules and time-off schedules
- Coordinate travel plans for department staff or for large on- or off-site meetings
- Ensure office equipment such as printers, copiers, and faxes remain in working order and are serviced on a regular basis
- Order and maintain appropriate levels of office supplies
- Set up office space for visitors and assist with training and setting up New Hires
Investment Assistant
07/2008
-
10/2013
Boston, MA
- Word – used extensively
- Excel – used extensively for expenses and databases (level varies based on group)
- PowerPoint – used occasionally to provide assistance with print jobs and minor edits
- Assist with off-site team meetings/events, facilitating assembly and distribution of event materials, and reconciling event invoices
- Answer phone calls addressing routine inquiries. Take messages and/or direct to appropriate areas, as needed
- Sort and distribute incoming mail; coordinate and prepare outgoing mail
- Prepare routine and non-routine correspondence, memoranda, reports, spreadsheets and presentations – including Global Equity meeting minutes
Education
Strayer University - Manassas Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Have excellent PC skills (Excel, Word etc) with a strong appreciation of financial systems
- Proven experience of adapting to changing circumstances, responding to varying business needs and priorities
- Strong problem-solving and attention-to-detail skills: responsible for meeting quality standards
- Excellent oral and written communications skills Knowledge of PC applications, spreadsheets and word processing
- Demonstrate personal commitment to ensure skills and knowledge are up-to-date
- Strong interpersonal skills, to create and maintain effective relationships with internal and external stakeholders
- Excellent telephone coverage skills
How to write Investment Assistant Resume
Investment Assistant role is responsible for word, communications, reporting, retail, finance, credit, securities, training, database, security.
To write great resume for investment assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Assistant Resume
The section contact information is important in your investment assistant 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 Investment Assistant Resume
The section work experience is an essential part of your investment assistant 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 investment assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Assistant resume experience can include:
- Provide administrative support to the Global Head of Digital Client Experience, the Americas Head of Digital Marketing and the Global Head of Brand Management and IMA Marketing Communications
- Sound administration, organizational and prioritization skills
- Interact effectively with representative of clients
- Experience in facing off to senior stakeholders and interacting with a wide range of Front Office and control functions in a collaborative manner
- Establish and maintain effective working relationships with the all departments particularly Investment Administration and Finance
- Part qualified accountant (ACCA, ACA) with at least two years relevant work experience, and committed to studying professional accountancy exams
Education on an Investment Assistant Resume
Make sure to make education a priority on your investment assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment assistant 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 Investment Assistant Resume
When listing skills on your investment assistant 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 investment assistant skills:
- Prioritizing and organizing work to effectively handle own workload while responding to the needs of the team
- Demonstrable experience of working effectively in a high-pressure and challenging environment
- Effective interpersonal communication skills, both written/verbal
- Proven experience of operating all office equipment, including telephone functions, and ability to train others in use of the same
- Experience in general accounting and control / reconciliation tasks with a strong control mentality
- MS Excel and Outlook skills
List of Typical Experience For an Investment Assistant Resume
1
Experience For Administrative Assistant, Investment Banking Resume
- Sound communication skills, both written (English & Chinese) and oral (fluent English and Mandarin essential)
- One to three years of experience in Financial Services
- Previous experience as an administrative assistant preferably in a corporate environment
- Work under pressure and set priorities
- Strong team orientation, a dedicated work ethic and a positive and professional attitude
2
Experience For Investment Banking Executive Assistant Resume
- Providing proactive support to service clients, including:answering telephone calls and performing administrative functions
- Filing, ordering stationery, business cards, etc
- Personnel on-boarding and off-boarding (i.e. initiate GARS, EURC, etc), including logistic for new staff
- Responsible for assisting Investment Officer in maintaining Fedline security including user codes, branch security codes, customer wire codes, etc
- Co-ordinating meetings and preparing meeting room facilities, agenda, IT set-ups, etc
- Schedule and manage recurring global and US team meetings as well as the receipt/duplication of required meeting materials
- Board Approvals – be responsible for the monitoring and tracking of all board approvals
- Answer and direct incoming phone calls as requested by professionals being supported
- Greet clients, setup of rooms, order catering and manage reservations via the
3
Experience For Investment & Administrative Assistant Global Equity Group Resume
- Review pricing on private clients on monthly basis and daily when outside of tolerance set
- Ad-hoc projects (i.e., arrange team outings, holiday parties, closing dinners)
- Manage the Rights Archive Process – raise all new licence requests working with BBCW regional sales teams and BBC PS
- IC Process – circulate all new potential programme investments to the investing community
- Opportunity to work in a complex and fast-paced banking environment
4
Experience For Asset Management Private Bank Investment Assistant Chicago Resume
- Knowledge of PC applications, spread sheet and word processing
- Quick and detail oriented working
- Maintain calendars and schedule internal / external meetings, appointments and coordinate telepresence meetings and conference calls
- Navigate Firm’s resources, interface with various departments to collect information, respond to requests, obtain services
- Work under pressure to daily/weekly/monthly deadlines
- Excellent organizational skills, confident and able to prioritize, identify and resolve conflicts. Able to work independently and multi-task, under pressure and in a fast-paced environment. Proactive and have the ability to plan ahead and pre-empt potential issues
5
Experience For Corporate & Investment Bank Global Equities Trading Executive Assistant Resume
- Communication skills: ability to present information and concepts effectively on the phone, through email (e.g. ability to quickly grasp and communicate pertinent points for a senior audience) and by creating presentations (e.g. ability to pull together well structured presentations using charts and commentary)
- Handling and maintaining sensitive information with complete confidentiality, file and archive in accordance with company policies and procedures. High level of accuracy and strong attention to detail required
- General office support including answering phones, taking messages, fielding/screening incoming calls, filing, copying, scanning, printing, etc
- Review and resolve tax and financial planning issues
- Review and resolve issues regarding investment policy statements
- Respond to ad hoc client inquiries
- Proactively identify client annual reviews and compile manager review schedules
- Monitor changes in law/regulations and research and analyze laws/regulations and statutes to evaluate and assess impacts on CIB
- Create/process client and vendor invoices
6
Experience For Senior Investment Control Assistant Resume
- Arrange car services (domestic and international)
- Providing proactive support to service clients, including: answering telephone calls, performing administrative functions, and assisting with client transactions
- Assist Investment Specialists with client profiling to identify opportunities
- Work with clients to resolve problems, minimize loss, and avoid litigation. Work with internal and external partners to ensure client needs and expectations are met
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Required to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase
7
Experience For Investment Retirement Planner Assistant Resume
- Working knowledge of key regulatory controls and ability to manage accounts in accordance with firm policies and procedures
- Series 7 & 63 licenses required for position
- Return On Investment – assist in the collation of data for the twice yearly return on investment reports
- CILS (internal database) – working closely with the investment execs be responsible for forecasting cash and updating the database with all the latest information
- Work with assigned Financial Consultants
- Handle Client Service Requests
- Schedule appointments for assigned Financial Consultants
- Managed assigned Financial Consultants Calendars
8
Experience For Administration Assistant Private Investment Counsel Toronto Resume
- Help assigned Financial Consultants with pre & post appointment paperwork
- Coordinate travel arrangements, understanding executive’s travel preferences and needs, and using initiative in managing itinerary times and costings. Prepare and process associated travel expenses
- Assist with any other ad hoc reports and special projects as required
- Exposure to CEO / Chairman level clients
- Insight into the day to day operations within the Corporate and Investment Bank
- Opportunity to build up own network within the industry
- Responsible for assisting in all operational aspects of wire transfer including loading and/or verifying and transmitting wire transfers requests to the Fed, issuing wire transfer checks, processing Fedline Reports, sending wire notices to customers, preparing entries for wires, reconciliation of wire activity, etc
- Responsible for assisting in all record keeping aspects of Fedline including check log, wire transfer documents and reports, backup files, wire transfer agreements, audio tapes, etc
9
Experience For Portfolio Management Assistant Rbc Ph&n Investment Counsel Resume
- Responsible for assisting Investment Officer in funds management responsibilities including recapping correspondent bank activity, transmitting TT&L deposits, buying and selling Fed Funds, settling with the Fed, filing Fed reports, etc
- Function as primary wire room backup
- Function as backup for Investment Assistant
- Maintain NFS insurance licenses
- Assist with annual/quarterly reviews
10
Experience For Executive Assistant to the Investment Bank Chief Operating Officer Resume
- Quickly learn and use diverse software required
- Awareness of economic and financial markets
- Support and receive instruction and direction from multiple staff members is required
- Coordination of internal and external customer meetings, conference calls, roadshows and events
- Close contact with other Citi entities (London, New York, Asia, Latin America etc.)
- Conducts pre-and-post purchase research, analysis and documentation of investments
- Maintains investment transactions log and dissemination of daily security settlements
List of Typical Skills For an Investment Assistant Resume
1
Skills For Administrative Assistant, Investment Banking Resume
- Experience in making outbound calls
- Excellent knowledge of MS Office applications, including use of Outlook as a business tool
- Be familiar with key referral sources and have strong organizational
- Executive~level administrative experience
- Strong work ethic and team oriented
- Three to five years’ experience at senior level within a corporate environment
- Superior time management: ability to prioritise tasks and work to tight deadlines, at times under pressure
2
Skills For Investment Banking Executive Assistant Resume
- Experience with securities or insurance products
- Strong awareness of multi-currency issues (ability to work in more than one currency and comfortable with related conversions)
- Checking and verifying portfolio positions
- Compiling and processing economic, market, and security specific data
- Scanning materials and saving to appropriate drive
- Acting upon telephone / mail requests received in the senior officer’s absence
- Understanding of the organization
3
Skills For Investment & Administrative Assistant Global Equity Group Resume
- Building of a broad network (internally and externally)
- Taking responsibility and ownership of assigned projects
- Preparing draft orders and recommendations for transactions
- Monitoring the implementation of orders
- Providing absence coverage to other team members as required
- Working knowledge of Morningstar, Bloomberg, SEI software programs desired
- Understanding of various financial/economic concepts such as time value of money and discounted cash flows
- Booking travel, transport and accommodation
- Raising IT problems and requirements
4
Skills For Asset Management Private Bank Investment Assistant Chicago Resume
- Processing of expense claims
- Filing and general organization
- Obliging and friendly appearance
- Organising client entertainment
- Responsible for making outbound calls related to maturing GIC’s, incoming payments, portfolio reviews, and other banking related matters
- Manage calendar for professionals being supported including coordinating and scheduling meetings via Outlook
- Compose and prepare internal/external correspondence in addition to maintaining, answering and routing correspondence not requiring manager’s attention
5
Skills For Corporate & Investment Bank Global Equities Trading Executive Assistant Resume
- Reserve conference rooms including catering and audio visual needs through online booking system
- Partner with clients until transition is complete, including, but not limited to, risk management, monitoring asset transfer and handling ad-hoc queries
- Manage incoming and outgoing mail for the team
- Assist with opening new accounts and processing paperwork
- Extensive use of Outlook, including inbox management for travelling bankers
- Monitor trading issues from the company's accounting, have in depth knowledge of trade flow to enable the correction or delegation of problems found
- Completes annual ELearning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to job function
- Prepare and produce meeting booklets for clients and prospects
- Aid in resolving client inquiries and requests
6
Skills For Senior Investment Control Assistant Resume
- Distribute internal reports and meeting notes to the Investment Team
- Assist in maintaining the senior officer / department’s expense and other budgets by
- Consistently provides superior responsive service to client fax/e-mail/telephone requests and pro-active calling
- Proficient computer knowledge, including ability to solve simple computer problems
- Familiarity with word processing, Excel spreadsheet, and presentation software
- Answer and direct incoming phone calls as back up for other Administrative Assistants
7
Skills For Investment Retirement Planner Assistant Resume
- Book flights, ground transportation, lodging and entertainment for business travel (domestic and international)
- Manage client contacts for professionals being supported
- Other tasks and special projects as requested by professionals being supported
- Competence in using all facets of Microsoft Office
- Handle customers with tact and understanding
8
Skills For Administration Assistant Private Investment Counsel Toronto Resume
- Multi-task and manage multiple initiatives. Attention to detail, accuracy and editing
- Work independently, using own initiative and judgment
- Responsible for incoming wires spreadsheet for mortgage
- Insurance quotes, back up insurance processing
- Provides customer service to new and existing customers
- Services new and existing customer accounts
9
Skills For Portfolio Management Assistant Rbc Ph&n Investment Counsel Resume
- Comfortable working in a sometimes hectic, high-pressure environment
- Extensive calendar management and meeting coordination both externally and internally
- Expense processing in accordance with Nomuras International policy
- Responsible for the generation and analysis of reports covering account asset allocation and cash positions
- Proficiently and accurately prepares meeting packets for department meetings
10
Skills For Executive Assistant to the Investment Bank Chief Operating Officer Resume
- Prepares reports synthesizing information from the Investment Staff, the performance of accounts, and the Economic Outlook
- Arranges and coordinates meeting attendance, travel schedules and reservations of Investment Staff
- Monitors and properly documents Community Reinvestment Act qualifying investments
- Assists in managing retail repo and pledged deposits to ensure adequate and accurate collateral coverage
- In-depth knowledge of Excel and Word, including the ability to utilize advanced functions of Excel to create financial models
- Prepares performance reporting
List of Typical Responsibilities For an Investment Assistant Resume
1
Responsibilities For Administrative Assistant, Investment Banking Resume
- Coordinate investment surveys, audits, managing forms, and schedule meetings along with a variety of other tasks
- Schedule individual client meetings for advisors
- Makes appointments for the Financial Advisor
- Coordinates internal/external meetings and conference calls
- Coordinates a high volume of travel arrangements and processes expense reports
- Extensive travel arrangements: coordination of flights, tickets, FX, accommodation and ground transportation
- Codes and retrieves information for/from document/data storage system
2
Responsibilities For Investment Banking Executive Assistant Resume
- Composes and sends routine written correspondence
- Codes and prepares expense reports for select the Investment Staff for submission to finance for payment
- Assist the Investment department with special projects as necessary
- Answers phone calls and email correspondence in support of the Investment staff in a professional and efficient manner
- Maintains extensive knowledge of PCS offerings to be able to provide information to other areas of the bank as needed
3
Responsibilities For Investment & Administrative Assistant Global Equity Group Resume
- Maintains general knowledge of the economic environment to be able to speak competently on current events
- Provides general administrative support for the PCS Investment Staff
- Maintains communication with Investment staff so as to stay current on investment strategies and asset calls
- Intermediate to advanced knowledge of Microsoft Office Applications required
- Has cursory knowledge of account structure, fee structure, and investment offerings
- Actively monitors the municipal bond portfolio; works with third party vendors to select securities for further review and reports credit risks within the portfolio
- Works with Accounting to ensure proper amortization and accretion on all securities
- Reviews monthly member bank Board of Director reports for accuracy
4
Responsibilities For Asset Management Private Bank Investment Assistant Chicago Resume
- Maintains the agenda and takes minutes for Investment Committee Meetings
- Conducts special studies to analyze complex financial transactions and prepares recommendations for policy, procedure, control, or action, as needed
- General knowledge of and interest in financial markets and investments
- Comfort and familiarity with CRM systems
- Industry Licenses: Life & Health, FINRA Series 6, FINRA Series 63 - If not already held - 90 days to complete from hire date
5
Responsibilities For Corporate & Investment Bank Global Equities Trading Executive Assistant Resume
- Flexibility of approach, together with a ‘can-do’ attitude, is key
- Characteristics: enthusiasm, “can do” attitude, self-confidence, resilience, drive, sound judgment, adaptability, creativity, initiative, reliability, risk awareness, team playing
- Maine Life and Health license or ability to obtain
- FINRA Series 7 registration and Series 63 or ability to obtain
- Loyalty, integrity and confidential treatment of matters
- Manages the Team Leader’s calendar of scheduled appointments, upcoming events and matters requiring immediate attention; identifies potential problems and shifts priorities in order to adjust their schedule
- Acts as a communication channel to facilitate timely and effective communications. Responds to related inquiries on the department’s behalf, or escalates issues for resolution as appropriate
- Provide administrative support to the investment team, including: reviewing accounts, maintaining bank reconciliations, reconciling investment activities and preparing journal entries
- Work independently and collaboratively with all levels of foundation colleagues on a variety of activities. Provide backup support for the mail room, finance team and gift processing team
6
Responsibilities For Senior Investment Control Assistant Resume
- Creativity, patience, a sense of humor and a belief in our organizational mission of: Aligning donor passion and generosity to advance Iowa State University’s land grant ideals
- Administrative Banking experience – secretarial coverage focused on high customer level
- Good knowledge of PC applications (Microsoft Office)
- Fluent in German and English Language (verbal and written)
- Relationship Management (Preparing initial Portrait files upon receipt of a completed Portrait Questionnaire, to be finalized by the Advisor during client meetings, attend client with a prepared presentation)
- Business Development (Marketing list development and management, New account presentations and prospect proposals and Compiling breakdown of externally held assets and generating overall asset mix
- Holiday and sickness administration for the team
7
Responsibilities For Investment Retirement Planner Assistant Resume
- Record and track detailed messages and relay follow-up
- Arrange conference calls and initiate calls as needed
- Prepare itineraries for business travel
- Expense Submission and Reconciliation
- Assists platform representatives
- French proficiency is an asset
- High level of proficiency in software packages such as MS Outlook, Word, Excel, PowerPoint
- Friendly, positive attitude, team player
- Professional and polished presence
8
Responsibilities For Administration Assistant Private Investment Counsel Toronto Resume
- Flexibility and the ability to work in a team
- Generate quarterly scorecards
- Track Securities Team mail
- Send and track FedEx packages
- Provide day-to-day administrative support to Portfolio Management professionals
- Generate performance or customized reports on request
- Create, record, track, and file all legal and compliance documents related to accounts
9
Responsibilities For Portfolio Management Assistant Rbc Ph&n Investment Counsel Resume
- Assist other discipline groups with investment reports
- Coordinate internal and client meetings
- Support professionals with travel arrangements and expense reports
- Respond to and resolve or escalate (as appropriate) customer inquiries and requests
- Manages the Investment Banking professional(s)’calendar of scheduled appointments, upcoming events and matters requiring immediate attention; identifies potential problems and shifts priorities in order to adjust their schedule
10
Responsibilities For Executive Assistant to the Investment Bank Chief Operating Officer Resume
- Coordination of all investment~related communication, data, and documenation
- Preparation and dissemination of investment~related reports
- Performance of diversified administrative work in support of the Investment & Treasury department
- Supervision of minor department expenses
- Coordination of Supervisor's schedule
- Finance or financial background
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