CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Investments "

Investment Executive

To cultivate strong and coherent team unity and substantially increase production via sales management or training

Senior investment management professional with 35 years experience - Philadelphia area

SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...

Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals

Administrative Assistant - 20 Years of Experience - Near 23228

Experienced business professional possessing a diverse array of experience in the financial, legal and service-related industries. Three year’s experience as Analysis Specialist supporting management of investment/securities specialists. Effective with building customer/client relations, highly organized, motivated team player; excellent communication skills, both oral and written. Proficient in Beta BackOffice, MS Office, ...

Tags for this Online Resume: administrative assistant, 20 years experience, Team player, Reliable, Excellent work ethic, Motivated, Organized, Professional

Treasurer - 20 Years of Experience - Near 02760

Finance professional with significant experience in treasury & investment operations, cash management, portfolio management, accounting, financial reporting and audit. Possesses strong managerial, technical and interpersonal skills, and has a proven track record of process implementation and improvement, effective team leadership, and advancement in a challenging, multi-entity organization.

Tags for this Online Resume: Treasury, Cash Management, Portfolio Management, Audit, Accounting, Reporting

Inside Sales Representative - 3 Years of Experience - Near 94089

My goals and aspirations are to work for a well known firm or fortune 500 company where i can spend my years working with very professional people that i can learn and grow from. I would also like to earn a good solid income so i can eventually invest in my own Business.

Financial Specialist - 18 Years of Experience - Near 33028

To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...

Investment Performance Analyst

Senior Performance and Attribution Analyst with an Asset Management Firm

Tags for this Online Resume: Portfolio Performance, Performance Attribution, FactSet, CIPM, Performance Report, Client Reporting, Barclays Point

Accountant - 20 Years of Experience - Near 83854

Too notch Accountant handling the accounting operations of a company, including coordination, planning and reporting of financial activities. He/she is responsible for setting financial policies, bookkeeping, accounting, setting up controls to avoid risk, explain financial policies to employees, handling investments and assets of the company, sending out financial reports, such as tax returns and planning company budgets. ...

Credit Analyst - 15 Years of Experience - Near 07028

Strategic credit analyst and leveraged loan underwriter with an established record of contributions in structuring and negotiating transactions with middle market and large-cap clients. Strong presentation and relationship building with diverse constituents including clients and internal colleagues. Empowering leader with strong analysis, problem solving and critical thinking skills. Seeking opportunities in fixed income in...

Tags for this Online Resume: Credit Analyst, Investment Management, New York, Fixed Income, Finance, CFO, Hedge Fund, Private Equity

Manager - 15 Years of Experience - Near 35242

Obtain a position of leadership that focuses on strategic planning, creative development and hands-on implementation of programs to heighten product and service awareness, generate and accelerate growth, and maximize return of investment.

Tags for this Online Resume: Birmingham, AL, Strategy, Lead Generator, Sales Readiness, Communications, Public Relations, Event Planning