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Online Resumes with "Separately Managed Accounts"
Hire a 10, don't settle for a 7
A Senior Financial Analyst with experience in supervising successful analytical departments for major financial institutions, which serviced institutional, international and private wealth management clients. Strong analytical and project management skills combined with proven ability to plan, manage and execute successful business strategies, and create practical solutions to achieve team goals and objectives. A tenacious...
Ideal Companies: Merrill Lynch et al, Bank of America et al, KPMG et al
Tags for this Online Resume: Analyst, Finance, Supervisor, Accounting
Manager Due Diligence Analyst with Hedge Fund Risk Management and Control experience
I would like to utilize my Due Diligence experience at a Fund of Hedge Fund or in an organization, such as a Family Office, Foundation or Endowment, that conducts manager due diligence. I also feel the quantitative and analytical skills could also be parlayed into a research analyst position. I would like to return to a more analytical field with a balance of qualitative and quantitative work. Writing samples available.
Ideal Companies: investment consulting firms, family offices, multi-family offices, fund of funds, fund of hedge funds, foundations, endowments.
Tags for this Online Resume: Due Diligence, MPI, Zephyr, PerTrac, FactSet, Wilshire Atlas, MSCI Barra, Morningstar Principia Pro, Vestek, Security APL, Bloomberg, PSN, eVestment, HFRI
Relationship Manager, Separately Managed Accounts
Objective is to contribute to the efficient growth of financial company functional areas by implementing best practices and solid client relationships.
Tags for this Online Resume: Relationship, Best Practice, Lean, Managed Accounts, Efficiency, Satisfcation
Financial Specialist - 15 Years of Experience - Near 11563
Tags for this Online Resume: Investment Management Operations, Separately Managed Accounts, Reconciliation, Project Management, Product Management, Managed Accounts
Compliance Manager
SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...
Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance
Financial Specialist - 11 Years of Experience - Near 07630
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance
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 Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
