Manager Associate Resume Sample
Jalen Feest
53120 Jarrod Island,
Houston,
TX
+1 (555) 614 9525
Work Experience
Success Manager, Associate
12/2016
-
PRESENT
Philadelphia, PA
- Communicate efficiently across BlackRock internal working teams to ensure goals and objectives of client project design are clear, and that team roles are transparently defined
- Enforce BlackRock’s fiduciary culture of providing the highest quality service to our clients
- Provide team leadership, oversight and support for project teams in the office or at client sit
- Project based involvement on risk management initiatives LI-SC1
- Highly analytical & is excellent at derivation of information for Senior Management’s consumption
- Pre UAT Readiness
- Actively co-ordinate/ liaise with key stakeholders including Sales, Product Development, Credit Risk, Relationship Managers and Operations to set up appropriate credit limits/ arrangements to support clients’ payment activity and to approve new clients and structure credit control solutions
Portfolio Manager Associate
10/2010
-
11/2016
Los Angeles, CA
- Facilitate approvals of expatriate compensation and relocation payments and exceptions in accordance with the function’s Approval Matrix
- Manage branch administration, including branch facilities and provide
- Develop a good understanding of credit and operational risks associated with liquidity products used for Corporates, Financial Institutions (FI) and Non-Bank FIs in order to support our strategic goals
- Build an operating knowledge of the bank’s control and credit systems
- Work alongside functional colleagues in Legal, Compliance, Product, Operations to facilitate effective risk management and query resolution
- Get involved in discussions on risk issues, control analysis and risk mitigation with Product, Sales, and Credit Risk
- Undertake varied project work to enhance existing risk monitoring processes and established practices within the team
- Contribute to provide product expertise to highlight product features, key risks and proposed mitigants in particular on complex liquidity solutions structures such as physical cash concentration and notional pooling
Cib-transaction Processing Manager Associate
10/2003
-
07/2010
San Francisco, CA
- Support the team in managing crisis situations (client or country-specific
- Prepares comprehensive and in-depth company and industry research
- Develops and maintains peer group comps analyses and valuation wedges
- Constructs comprehensive capital structure, credit and corporate finance analyses and related financial modeling
- Prepares screening memos and other internal communications to facilitate decision making
- Delivers financial, industry, and economic analyses and other activities
- Review client inquiries, issues, and complaints. Complete a thorough investigation and provide resolution. The Supervisory Manager involves Compliance, Legal, IM Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution
- Investment experience in a client facing role. 1+ year of asset allocation experience.Qualifications Required Skills
- Investment experience in a client facing role. 1+ year of asset allocation experience..Qualifications Required Skills
Education
Southern New Hampshire University - Nashua Campus
1999 - 2003
Bachelor's Degree in Finance
Professional Skills
- Strong Process Management skills/aptitude with experience of managing complex processes across a global organization
- Outgoing, excellent communication skills – both written and verbal
- Strong influencing skills with track record of building effective networks
- Excellent problem solving, negotiation, persuasion & time management skills
- Excellent verbal, communication, influencing and negotiation skills
- Strong interpersonal skills with ability to work with different geographies and cross functional partners
- Operate effectively in a dynamic environment with tight deadlines, and can prioritize one’s own work to achieve them
How to write Manager Associate Resume
Manager Associate role is responsible for software, research, compliance, general, finance, credit, training, procurement, compensation, trading.
To write great resume for manager associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager Associate Resume
The section contact information is important in your manager 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 Manager Associate Resume
The section work experience is an essential part of your manager 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 manager 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 manager associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager Associate resume experience can include:
- Effectively navigate challenges employers face (mergers/acquisitions, layoffs, reorganization) that could affect Unum relationship
- Providing excellent customer service by answering questions and resolving problems
- Partner with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies – Operating Effectiveness
- Proven track record of managing and leading a successful team
- Comfortable operating in an environment of changing priorities; able to easily pivot from one project/focus to another
- Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies – Operating Effectiveness
Education on a Manager Associate Resume
Make sure to make education a priority on your manager associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager 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 Manager Associate Resume
When listing skills on your manager 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 manager associate skills:
- Interpersonal skills - ability to cultivate and build strong relationships with peers and senior executives
- Investment experience in a client facing role. 1+ year of asset allocation experience
- Successfully lead collaborative efforts and work with partners with different backgrounds, skill sets, and priorities
- Over 5 years regulatory affairs experience, and 2 years experience of assistant manager or manger
- Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market
- Remain calm under pressure and effectively problem solve
List of Typical Experience For a Manager Associate Resume
1
Experience For Success Manager, Associate Resume
- Financial Management: Work as integral part of Regulatory GT COO team to further improve and standardize tracking and reporting of the portfolio’s financials. Includes ensuring clear reporting between the financials and the target operating model / headcount growth
- Working experience preferably in the Financial Services industry
- Work with the Head of Product Management and Business managers to ensure effective and efficient deployment of tasks and responsibilities across the team
- Responsible for oversight of, coordination for all post-sale activities including implementation, ongoing servicing and issue resolution
- Gain exposure and improve understanding of a wide range of products and trading strategies
- Assist Senior Advisers in maintaining their client relationships through a disciplined meeting schedule system
2
Experience For Portfolio Manager Associate Resume
- Escalated customer support – coordinates communication with Home Office (i.e. billing, claims, Broker Comp Services, etc.)
- Develop and present renewals driving persistency and profitability
- Transaction processing across a variety of markets
- Daily liaising with Middle Offices, Global Custodians and market counterparties
- Daily liaising with middle offices with regards to P&L
- Contribute to the overall success of the area by providing ideas and suggestions on how the current process can be improved
- Assist Senior Advisers with research, data mining and analytics of investment ideas
- Assist in monitoring events in the domestic and international market place
- Proficiency, or a willingness to become proficient, with Python, Matlab, and/or Sequel
3
Experience For Client Manager Associate Resume
- Expertise in Microsoft Office, specifically Excel
- Projects and assignments as necessary
- Responsible for loan asset management and servicing matters including payoffs, prepayments, lease reviews, SNDA’s, reserves/draw requests, escrows, cash management, loan assumptions, substitutions, property releases, financial reporting, inspections, post-closing items, and other borrower requests on assigned loan portfolio
- Coordinate and assist with mortgage modifications and restructures
- Innovate ways to identify key risks/concentrations and implement processes to actively monitor these risks, run ‘what if’ simulations to help size limits and identify portfolio sensitivities
- Develop and leverage big data operationalization (e.g. finding ways to leverage existing enterprise data and information to advance the company’s products and services)
- Highly organized with the ability to self-start and manage multiple competing priorities
4
Experience For Cib-transaction Processing Manager Associate Resume
- Champion a ‘customer first’ culture across Pearson, ensuring that all decisions are made with reference to the needs of our customers and learners
- Project Management of key initiatives as appropriate such as User Tool remediation, model confirmation and optimization of CTC Risk’s control environment, etc
- Assist in auditor or management requests and other assigned tasks
- Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market
- Facilitates reasonable accommodations as appropriate, Manages a caseload of ADA accommodation requests and where appropriate, coordinates with workers compensation and disability vendor
5
Experience For RQA Index Risk Manager, Associate Resume
- Manages dedicated EAP vendor team, including the development of training and metrics. Ensures that department strategies are aligned with the vendor. Works with EAP vendor to develop Service Level Agreements and holds vendors accountable for meeting performance expectations
- In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness
- Work closely with local Benefit Counselors on specific cases to ensure effective enrollment events
- Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business
- Learn how to develop and execute on customer-specific business plans
- Profitable Growth of the Inforce Block
- In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary
- Develop understanding of and how to leverage Unum’s enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners
6
Experience For CIB F&BM Business Manager Associate Resume
- Learn to develop and present renewals driving persistency and profitability
- Work closely with ICS Implementation Manager
- Assist in local Benefit fair activities with Field Office team
- Build and develop enrollment firm relationships for larger customers
- Partner with key Home Office areas to deliver full service to customers
- Primary integrated relationship manager for customers
7
Experience For Senior RA Manager / Associate RA Director Resume
- Develop personal connections with brokers, enrollment firms and customers
- Develop and execute on customer-specific business plans. When applicable, partner with Home Office to execute on CM’s customer business plans and understand issues with Home Office serviced customers
- Provide excellent customer service to assigned block of customers
- Responsible for proactive customer development actions to grow revenue and retain customers – (renewals, re-enrollments, New Business Old Contract (NBOC), cross selling and retention)
- In partnership with sales, proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary
8
Experience For Senior Manager / Associate Manager Resume
- In partnership with the Sales Rep, own the results on employee paid cases, including participation results and enrollment expenses
- Owns the Enrollment and Re-Enrollment Event and Results, inclusive of expenses
- Understand and leverage Unum’s enrollment capabilities, services and tools
- Develop and communicate enrollment strategy with both internal/external partners
- Own case level employee communication and education
- Manage local Benefit fair activities with Field Office team
- Partner with Sales Rep to develop and present renewals to drive persistency and profitability
- Manage handoffs between Small Case team and Field Office for seamless execution of enrollment, re-enrollment, NBOC/New Lines of Coverage (NLOC) opportunities
9
Experience For Client Onboardng Manager, Associate Resume
- Agree claims and ensure payments are made in a timely manner
- Investigation and resolution of all complex queries
- Receive and process information from various vendor sources
- Perform and review daily reconciliations
- Verification of Checklist in OTM
- Be responsible for all areas of product management within a prescribed area
- Make significant contribution to the internal and external customer communication campaigns
10
Experience For Asset Management F&BM Business Manager Associate Resume
- Actively encouraged to innovate in all areas of your role
- Self-assured and personable attitude: ability to face off to business technologists at all levels, influence, handle difficult messages and resolve conflicts
- Participate in GCB bankers’ regional meetings to proactively identify areas to add value and potential roadblocks that need to be addressed
- Assist Senior Advisers with all order execution including placing orders on domestic and international equity exchanges, foreign exchange transactions, in-house bespoke structured products and fixed income securities, etc
- Assist Senior Advisers to analyse investment opportunities based on client profiles and wealth management strategy requirements
List of Typical Skills For a Manager Associate Resume
1
Skills For Success Manager, Associate Resume
- Multi-task and prioritize assignments while producing a high quality work in a demanding, fast-paced environment. Curious and self-motivated
- Investment experience in a client facing role
- Financial Services operational experience, including DC pensions
- Professional investment experience in a client facing role
- Quickly develop a good understanding of the bank’s control and credit systems
2
Skills For Portfolio Manager Associate Resume
- Good understanding of Global Trade & Loan Product business processes
- Strong understanding of the controls & risk environment
- Good understanding of financial reports, management reports and ability to identify trends and patterns in the data
- Investment experience in a client facing role
- Experience with loan documents including loan agreements, promissory notes, deed of trust, guarantees, escrow agreements, leases and SNDA’s
- A solid understanding of the financial markets
- Generally up to 3 years of relevant working experience
- Asset allocation experience
- Bloomberg and/or Morningstar experience
3
Skills For Client Manager Associate Resume
- A very strong eye for detail and accuracy
- Highly self-motivated individual with a strong solutions orientation; able to concisely articulate and explain US Mortgage product needs and solutions
- Strong technical aptitude – ability to utilize and leverage technology and systems
- Align front office teams and support groups (Tech, Ops, finance, legal, compliance) to business priorities
- Communicate business strategy, performance and priorities (e.g. Town Halls, Off sites, Business Reviews)
- Managing regular repo and TRS financing activity including trade modelling
4
Skills For Cib-transaction Processing Manager Associate Resume
- Assisting with trade planning, post trade processing, and trade queries
- Supporting the Senior Country BM in organizing senior visits across the region and on various Emerging Market initiatives
- Performing market research Analyzing financial reporting packages
- Completing ongoing loan reviews Inputting into the CRECM system for loan reviews and for new transactions
- Supporting the day-to-day management of portfolios ensuring they are invested in line with their risk targets and investment objectives
- Supporting portfolio restructuring activities and new client implementations
- Managing portfolio cash activity including order generation and placement
5
Skills For RQA Index Risk Manager, Associate Resume
- Monitoring portfolio risk reports and investigating exceptions
- Working knowledge of investment concepts, including portfolio construction and asset allocation theory
- Leading/executing projects to investigate and improve the risk representation of the Firm’s liquidity risks
- Performing ad-hoc portfolio analysis for senior portfolio managers and strategists
- Supporting client and investment consultant activities
6
Skills For CIB F&BM Business Manager Associate Resume
- Identifying opportunities to improve the internal efficiency
- Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet client’s research objectives
- Provide oversight of the CSA process including ensuring risks are appropriately reflected and action plans are appropriately addressed
- The ability to multi-task is essential – ensuring the trades are booked correctly, mismatches are resolved and MIS being sent to managers on deadlines
- To assist the businesses in identifying and achieving their objectives
- To attend portfolio strategy meetings and with the objective of understanding the group’s thinking around the balance of risks and portfolio construction
7
Skills For Senior RA Manager / Associate RA Director Resume
- Advises HR Department on proper hiring processes and exception waivers for applicants with disabilities. Develops and delivers ADA training to the field
- Has long term goals but willing to work hard to achieve over time
- Take responsibility for gathering customer data and feedback
- Take responsibility for gathering external stakeholder information (regulatory, economic & political)
- Assist with in-putting responses from research activities
- Provide leadership and advise on material remediation activities, ensuring appropriate resolution of issues and inclusion of E2E business partners
- Identify cross business issues to leverage lessons learned; identify broad themes and opportunities to mitigate risk through operating model changes
- Assist portfolio managers in implementing trades and security allocations across numerous accounts
- BA/BS in Finance, Accounting or related field of study
8
Skills For Senior Manager / Associate Manager Resume
- A working knowledge of P2P (Procure to Pay) or equivalent procurement system(s) in support of government contracts.
- Develop understanding of the Unum product and service portfolio
- Provide support for portfolio manager team leaders and senior portfolio managers including preparation of client presentation materials and customized reports
- Provide investment trading support as directed by portfolio managers
- Accountable for driving your team’s sales to meet revenue goals
- Provide competitive benchmarking & market analysis
- Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, and investment recommendation implementation - deployment of cash liquidation of positions
- Coordinate with partners to further client relationship (PCAs/PCMs/TOs)
- Work independently, but also a team player
9
Skills For Client Onboardng Manager, Associate Resume
- Spend time in schools, colleges and other providers each year as required by the needs of their projects
- Proactively gather information about the market from sales and policy reports, the education press, email updates, conversations with other staff, conferences etc
- Plan and carry out research projects with the head of Product Management as appropriate, including writing questionnaires, conducting focus groups and interpreting the results
- Plan and manage pilots and reviewing of sample material for specific projects with the others as appropriate
- Attend subject and general educational conferences and report back as appropriate
10
Skills For Asset Management F&BM Business Manager Associate Resume
- With the Head of Product Management be a key point of contact with sales and marketing teams, providing information on individual projects as well as an overview of the relevant subject areas
- Relevant industry experience. Strong operations background
- Organisationally Agile Adapts quickly to new situations where roles and work are not clearly defined. Proactively seeks information to understand the reasons for change and adapts approach accordingly
- Influences without Authority Conveys messages and clear outcomes to diverse audiences using the most effective channels in an easily understood, convincing and actionable manner. Identifies stakeholders, seeks input and actively listens to build support and identify best solutions
- Prioritises and makes Effective Decisions Breaks down work into manageable parts, assessing the priorities and schedule required to deliver on time. Ensures the quality of the data provided to analyse possible solutions and support effective decision making
- Builds Relationships Creates relationships with peers quickly and confidently, building trust and win-win partnerships. Proactively networks with other teams to discuss common issues and share knowledge
- Outcomes Oriented Differentiates between outputs and outcomes, working with a focus on achieving desired outcomes. Understands the intended outcomes of own work and how they contribute to Pearson’s broader objectives including customers and learners
- Continuously Improves Actively seeks opportunities for improvement and presents ideas for increasing effectiveness and efficiency of own work. Demonstrates willingness and flexibility to adapt own approach to new ways of working to achieve improved outcomes
List of Typical Responsibilities For a Manager Associate Resume
1
Responsibilities For Success Manager, Associate Resume
- Good knowledge and understanding of the Corporate IT Control policies
- Coordinate with OCM to ensure effective management of Risk Events, Operational losses and NII adjustments
- Performing materiality testing
- Writing lease approval memos
- Deliver BlackRock’s global capabilities by leveraging the firm’s insights in a holistic and consistent manner
2
Responsibilities For Portfolio Manager Associate Resume
- Risk rating loans
- Contribute to ad-hoc strategic initiatives and projects
- Write policy & process documents
- Trade product knowledge of one or more specific disciplines with a willingness to learn new disciplines
- Understand current gaps in processes and able to articulate potential solutions
- Communicate professionally with colleagues as well as clients
- Extensive and close contacts with KOLs and experts
- Present, negotiate and close sales
- Motivated, self-starter who can work independently as well as part of a team
3
Responsibilities For Client Manager Associate Resume
- Provide support assistance to clients when necessary
- Provide support to the investment committees as appropriate
- Manage/facilitate Product Control Forums and ensure escalation of material issues to TS BCC/Risk Committees; present business issues at these and other forums as necessary
- Support product management on NBIA process to ensure all items are raised to committee as necessary, and key risks are identified and appropriately considered in the product design and control environment
- Facilitate execution of the Product Review Program
4
Responsibilities For Cib-transaction Processing Manager Associate Resume
- Develop process to ensure awareness of regulatory changes and proactive compliance
- Manage geographically dispersed teams, virtually via telepresence, adobe chats and bridge
- BA/BS in Finance, Business or related discipline is required
- Assist Senior Advisers develop and prepare marketing presentations that address equity, fixed interest, asset allocation and any other discipline that the Financial Adviser teams require
- In conjunction with Financial Advisers, effectively analyse and prepare advice for client portfolios within changing global economic environments and in line with the client’s risks and objectives
- Arrange and assist with maintenance of client account and records, in line with current AML/CTF and KYC Regulations
- Participate in process development initiatives and increase efficiencies
5
Responsibilities For RQA Index Risk Manager, Associate Resume
- Quality Control of vehicle cleanliness
- Assist with lost and found as necessary
- Knowledge of the First Rate, Portview, Reg 9 and PACE
- Knowledge of the First Rate, Portview, Reg 9 and PACE technology
- Evidence Informed Identifies and collects reliable data necessary to build evidence to enable and support decisions. Organises and analyses information (into meaningful / related areas) to form robust, evidence-based conclusions
- Commercially Aware Understands and can articulate Pearson’s business goals and what own business, own team and self do to contribute to Pearson’s success. Uses that knowledge to identify better ways of working to meet those goals
6
Responsibilities For CIB F&BM Business Manager Associate Resume
- Digitally Focused Understands and embraces how digital technology is changing education and assessment and the implications this has on own day-to-day work. Recognises the opportunities digital technology creates for Pearson to increase its reach, generate profitable business opportunities and create more effective products for its market
- Driven by Customer and Learner Requirements Understands customer/learner needs, what they value and why, and applies creative thinking to make a difference. Makes decisions that have a positive impact on customer and learner issues for the benefit of Pearson overall
- Excellent Programme and Project Planning skills either accredited (PMI, PRINCE etc) or through previous high level project delivery
- Significant experience working in a resiliency related role preferably in the financial industry
- Experience of testing or program management within technology, operations or business
7
Responsibilities For Senior RA Manager / Associate RA Director Resume
- Experience of relationship or program management within technology, operations or business
- Consultancy and client relationship experience is helpful
- Strong client needs focus
- ITIL, BSI, or DRI qualifications
- Independent, personable pro-active learner and listener
8
Responsibilities For Senior Manager / Associate Manager Resume
- Expert knowledge of regulatory policies and registration processes in China
- Location Management Staff
- BA is required
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