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Online Resumes with "Portfolio administrator"



Financial Manager, Branch or Department - 9 Years of Experience - Near 07450

Professional Summary: * Results oriented Executive Sales Professional with progressive experience and a track record of driving strategic sales in middle markets and other financial sectors. * Proven capability fostering sales opportunities, transferring knowledge through cohesive trainings, and leading high performing teams of sales personnel. * Adept in managing cohesive client relationships, resulting in continued revenu...

Tags for this Online Resume: Sourcing, Customer Accounts, Management, Support, Account Management, Acquisitions, Business Acumen, Business Development, Compliance, Distribution

Senior Manager, Functional Excellence - 20 Years of Experience - Near 32309

Summary A pioneering and highly accomplished top business executive with a proven track record of achievement in business operations, portfolio administration, business development, sales management, strategic planning, associations and non-profits, government relations, and leadership development and training. Ensures smooth transitions while guiding staff through significant organizational changes. Recognizes avenues for ...

Tags for this Online Resume: Development Activities, Training, Deposits, Data Processing, Procurement, Management, Business Development, Banking Industry, management, manager, sales, Administration, Operations, Sales Management, Executive, Director, healthcare administration

Featured Profile

Financial Specialist - 20 Years of Experience - Near 60602

To work for an established financial company, in a position I can enjoy and flourish in.

Ideal Companies: Investment advisors

Tags for this Online Resume: Accounting, Data Migration, Integrate, Management, Portfolio Management, Commissions, Distribution, Liquidity, SMA, finance, Salesforce, Bloomberg, FiServe, Trading, Vestmark, Excel

Financial Manager - 20 Years of Experience - Near 11756

Tags for this Online Resume: Banking Industry, Corporate Accounts, Financial, Financial Services, Investment Banking, Services, Management, Asset Management, Documentation, Equity, portfolio administration

Portfolio Administrator/Trade analyst- 15 Years of Experience - Near 91504

Tags for this Online Resume: Settlements, Back Office, Purchasing, Real Estate, Bonds, Equities, Fixed Income, Long Term Care, Mutual Funds, Sales, finance, investment

Portfolio Administrator, Los Angeles

I would like to work for a financial firm that offers growth, tremendous learning, as well as personal development.

Financial Manager

SUMMARY: Investment Management Accountant Services professional with portfolio, mutual fund reconciliations, trade and settlements background. Data base management and auditing assistance exposure for compliance experienced. Detailed oriented Portfolio Accountant with Portfolio Administration experience for more than 15 years. Proven process enhancements, reduction of risk & exposure. Effective communicator and exceptional ...

Tags for this Online Resume: Accounting, Compliance, Equity, Fund Accounting, Mutual Fund Accounting, Mutual Funds, Private Equity, Reconciliations, Settlements, Custody

Financial Professional - 20+ Years of Experience

PROFILE * Highly experienced professional in the areas of administration, accounting, finance, taxation & leadership. * Possess a broad experience from "seeing the big picture" of daily operations at small and large organizations while successfully handling the grunt work to get the job done. * Conducted Human Resource functions including hiring, training, coaching, evaluations and performance reviews of staff to achieve & ...

Tags for this Online Resume: Cms, Compliance, Financial, Financial Modeling, Forecasting, Medicare, Modeling Experience, Accounting, accounting, finance, tax, excel, accountant, controller

Financial Examiner

Tags for this Online Resume: Custody, Management, Settlements, Wealth Management, Wire Transfers, Asset Management, Financial, Financial Services, Liquidity, Services

Financial Manager, Branch or Department - 7 Years of Experience - Near 10020

Tags for this Online Resume: Back Office, Bloomberg, Data Analysis, Distribution, Integrate, Investment Management, Management, Management Solutions, Mutual Funds, Portfolio Management

Financial Analyst - 4 Years of Experience - Near 77079

Financial modeling, multilingual - Turkish, Amharic, Oromiffa plus some Russian (lived in southwest Asia and Eurasia region for few years). Proficient in all Microsoft Office programs, highly organized and detail oriented.

Tags for this Online Resume: Business Development, Cdo, Consulting, Documentation, Due Diligence, Emerging Markets, Financial, Financial Modeling, Manufacturing, Market Research

Executive Assistant - 22 Years of Experience - Near 90302

Tags for this Online Resume: Travel, Pricing, Filing, Back Office, Cash Management, Management, Reporting Packages, Scheduling, SEC, Securities and Exchange Commission (SEC)