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Online Resumes with "Institutional Investments"
Client Services/Reporting - Institutional Investment - 12 years experience
Though my core responsibilities have been client reporting for institutional investors; I was also responsible for database management and all compliance reporting. I'm looking to transition to a firm where I can provide data and information to investment professionals in an accurate and timely manner.
Tags for this Online Resume: client service, reporting, CRM, project management, Excel, Powerpoint
Angela A. Jones
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies
Experienced financial professional (9+ years): looking for research/analyst/consulting opportunities within asset management, investment research, and corporate banking space
I am seeking career opportunities within 4 areas: Capital Markets, Asset Management, Investment Research, and Trading. I am a NASD Series 7 and 66 licensed financial professional. I have an economics BA from the College of the Holy Cross and a finance MBA from Fordham University. My 9+ years in financial services has been spent within retail brokerage and institutional investment operations.
Ideal Companies: Goldman Sachs, Bear Stearns, Lehman Brothers, Morgan Stanley, Merrill Lynch
Tags for this Online Resume: portfolio management, investment research, investment banking, trader, analyst, consultant
Public Finance Investment Banker
Investment Banker specializing in higher education , health care and project financing . Also have advised institutions on investment strategies and the hiring of investment professionals.
Tags for this Online Resume: series 7,52,53,3,65, Municipal finance, health care , higher education, Investment advisor, 501c3 finance
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
Senior Level Investment/Financial Professional
Senior level position to build upon my specialized and intensive institutional investment management experience from Bank of New York Mellon and Rockwell International Corporation, and Operational Risk Management experience at KeyCorp. Extensive experience in complex defined benefit and defined contribution retirement plan investment management, risk management, financial analysis and accounting, capital markets, complianc...
Tags for this Online Resume: ARCHER, GRC, MPT, VAR, Investments, Investment, Risk, Compliance, Wealth, Portfolio, Fiduciary
Featured Profile
Featured Profile
Director of Sales & Marketing
A proven executive with over 30 years experience in relationship management, sales and sales management. Team player with a reputation for professionalism and hard work. Possess the persistence and intuitive skills necessary to build profitable relationships and get the job done. Knowledgeable in all investment distribution channels, including over 19 years of institutional experience. Experienced in selling investment p...
Tags for this Online Resume:
Sales Proessional, Institutional Investments, Institutional Brokerage, Sale Management
Real Estate Capital Raising Executive - 20 years experience
Grow corporate revenues by sourcing capital and providing investor relations for domestic and off-shore institutional investment firms for investment in real estate programmatic joint ventures, separate account and co-mingled fund structures.
Featured Profile
Director of Alternative Investment Products - 13 years Experience - Los Angeles
Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in:
* Private Equity Portfolio Management
* Real Estate Debt Programs
* Hedge Fund-of-Funds
* Distresse...
Tags for this Online Resume:
Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans
Featured Profile
Director of Sales & Marketing
A proven executive with over 30 years experience in relationship management, sales and sales management. Team player with a reputation for professionalism and hard work. Possess the persistence and intuitive skills necessary to build profitable relationships and get the job done. Knowledgeable in all investment distribution channels, including over 19 years of institutional experience. Experienced in selling investment p...
Tags for this Online Resume:
Sales Proessional, Institutional Investments, Institutional Brokerage, Sale Management
Real Estate Capital Raising Executive - 20 years experience
Grow corporate revenues by sourcing capital and providing investor relations for domestic and off-shore institutional investment firms for investment in real estate programmatic joint ventures, separate account and co-mingled fund structures.
Featured Profile
Director of Alternative Investment Products - 13 years Experience - Los Angeles
Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in:
* Private Equity Portfolio Management
* Real Estate Debt Programs
* Hedge Fund-of-Funds
* Distresse...
Tags for this Online Resume:
Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans
Director of Sales & Marketing
A proven executive with over 30 years experience in relationship management, sales and sales management. Team player with a reputation for professionalism and hard work. Possess the persistence and intuitive skills necessary to build profitable relationships and get the job done. Knowledgeable in all investment distribution channels, including over 19 years of institutional experience. Experienced in selling investment p...
Tags for this Online Resume:
Sales Proessional, Institutional Investments, Institutional Brokerage, Sale Management
Real Estate Capital Raising Executive - 20 years experience
Grow corporate revenues by sourcing capital and providing investor relations for domestic and off-shore institutional investment firms for investment in real estate programmatic joint ventures, separate account and co-mingled fund structures.
Featured Profile
Director of Alternative Investment Products - 13 years Experience - Los Angeles
Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in:
* Private Equity Portfolio Management
* Real Estate Debt Programs
* Hedge Fund-of-Funds
* Distresse...
Tags for this Online Resume:
Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans
Director of Alternative Investment Products - 13 years Experience - Los Angeles
Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in: * Private Equity Portfolio Management * Real Estate Debt Programs * Hedge Fund-of-Funds * Distresse...
Tags for this Online Resume: Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans
