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Online Resumes with "Portfolio Management Analyst"
Receptionist/Admin Assistance
Strong customer service work ethic; People person; enjoy variety in my work
Ideal Companies: country club, Office environment
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Financial Analyst - 10 years Experience - Atlanta
I am a financial analyst with 10 years experience as an equity portfolio manager and analyst. Expertise is analyzing trends, initiating strategies and communicating findings to clientele.
Tags for this Online Resume: Atlanta, Communication, Teamwork, Detail, Strategic, Energetic, Portfolio Management
Portfolio Manager / Analyst / Relationship Manager
I'm an investment professional with over 20 years of experience managing top performing investment strategies, researching companies and managing people and client relationships as a portfolio manager, Director of Research, research analyst and relationship manager.
Tags for this Online Resume: portfolio manager, research analyst, relationship manager, client service, Chief Compliance Officer, Director of Research
Senior Investment Professional - Trader, Portfolio Manager, Analyst, Private Equity, Hedge Fund Over 20 years Experience
Financial Services professional with investment management and investment banking experience. Seeking senior role in Atlanta area.
Tags for this Online Resume: Trader, Sales, Hedge Fund, Private Equity, Investment Banking, Business Development
Sales Representative - 9 Years of Experience - Near 06897
Took Norwalk, CT. FactSet provides financial information and analytic software for investment professionals. 2014, FactSet's annual sales were $920 million. Institutional Sales Gathered new, growing existing and retaining key hedge fund clients for StreetAccount, while cross-selling into FactSet Research Systems opportunities. Demonstrated product capabilities via WebEx, conference call and on-site client meetings with Dire...
Tags for this Online Resume: outside sales, research sales, b2b sales, CT, Marketing Management, Sales, e-Commerce, Account Management, Billing, Business Development
Analyst
was to select high quality MLPs that could generate superior total risk-adjusted returns through economic cycles. o Analyzed companies and formulated appropriate investment recommendations based on original fundamental research/analysis of macro and industry trends, and company-specific developments. o Created and maintained detail industry, operational and financial models to determine investment valuations. o Developed an...
Tags for this Online Resume: Management, LBO, Portfolio Management, Securities, Financials, Equity, Banking Industry, Equities, Financial, Financial Models
Sales Representative - 3 Years of Experience - Near 80209
Ideal Companies: John Deere, Bayer, Oracle, Global X, TrustPilot
Tags for this Online Resume: Management, Bloomberg, Data Management, Due Diligence, High Net Worth, Portfolio Management, Security, Services, Spreadsheet
Financial Analyst
Ideal Companies: LaSalle Investment Management
Tags for this Online Resume: Securities, Investment Management, Management, Risk Management, Wholesale, Commodities, Financial, Financial Management, Forecast, Real Estate
