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Online Resumes with "asset allocation"
Innovative Leader seeking management position
Visionary, creative, and adaptable professional eager to apply dynamic talents with a firm that is willing to invest in a driven, people-oriented team player committed to supporting and exceeding company objectives. Diverse experience encompasses many verticals and channels with a strong understanding of business acumen.
Ideal Companies: startups, google, CHB Capital, Headwaters, medtronic
Tags for this Online Resume: Project Management, Business Development, Business Operations, Finance and Accounting, Corporate Strategy, Investment Analysis, Startups/Business Planning, Leadership, Contract Negotiation, Vendor Relations, Process Analysis, Quality Assurance
Financial Analyst
Tags for this Online Resume: investment consulting, asset allocation, institutional clients, endowments and foundations, manager search and evaluation, business development
Family Office Analyst, Hedge Fund-of-Funds
Manage pools of money for family offices, endowments, foundations or fund-of-funds with a focus on hedge fund manager selection and asset allocation.
Accountant
Tags for this Online Resume: Investments, Wealth Advisor, Asset Allocation
Seasoned, Multi-lingual Banker
I am looking for a challenging position where I can best utilize my business and relationship skill sets. A good blend of independent work as well as internal partnering is optimal to my best performance.
Ideal Companies: Citibank, JP Morgan Chase, Bank of America, BNP Paribas, Standard Chartered, Rabobank, ANZ Bank, Deutsche Bank, and GECC.
Tags for this Online Resume: MBA, Series 7, Spanish, Corporate Banking, Relationship Manager, Banking, Bilingual, International Banking, Strategic Planning, Asset Management, Financial Reporting, Investment Advisory, Financial, Market Analysis, Global Investments, Portfolio Management
Rising Finance Professional - 15 years of business experience
Successful professional transitioning to fulfill my personal passion for finance and investments.
Tags for this Online Resume: CFP, CFA, FRM, PRM, CPSM, Erie, Pittsburgh, Cleveland, Detroit, Troy, Team Building, Leadership, Sales, Finanical Management, Excel, Financial Analysis, Project Management, Modeling, Conflict Resolution, Investment, Equitity, Quantitative Reasoning, Quantitative Analysis, Adobe Acrobat, Relationships, Risk Management, Asset Allocation, Wealth Mangagement, Financial Planning, Wealth Planning, Negotiation, Portfolio Management, Bloomberg, Claritas
23 years of Investment Banking Experience as Account Administrator, Quality Assurance, Cross celling various Bank Producks
Highly motivated individual seeking position in accounting and auditing with 21 years, experience in investment management with strong analytical skills, identifying and implementing accounting process and improved asset reconciliations and asset allocation
Tags for this Online Resume: Problem Solver, Excel, Word, Financial Analysis, Account Management
Executive and Human Resources Manager
Extensive corporate development background with senior level managerial experience. Strong leadership with an emphasis on strategic planning, asset allocation and resource utilization. Mission driven with strong verbal and written communications skills. Extensive internal management control and operational risk management experience. Technically proficient in the use of automated systems in support of the business process. ...
Vice President, Commodities Research, CFA Charterholder
I am an experienced investment professional with a proven track record of delivering high-quality, anticipatory, and actionable research and risk analysis to C-level company management and portfolio managers via written reports and presentations. I am seeking to be an investment analyst at an endowment, foundation, pension fund, or fund of funds. This would be an excellent fit for my cross-asset skill set, leveraging my exp...
Ideal Companies: Wellington
Tags for this Online Resume: Equity Research, Latin America, Emerging Markets, Research Associate, Commodities, Asset Allocation, Endowment, New York, Boston, Connecticut, fund of funds, Investment, CFA
Financial Specialist
Tags for this Online Resume: Quantitative Finance, Investment Strategy, Asset Allocation, Risk Modelling, Hedge Funds, Time Series Analysis, Stochastic Calculus, Econometrics, Financial Mathematics
Financial Specialist - 12 Years of Experience - Near 37219
As an advisor it is my goal to develop fiduciary based client relationships that are deeper, longer lasting and multigenerational. I believe the first step to achieving true simplification for clients begins with financial planning and the client education that accompanies it. With proper planning a complete and holistic approach can then be taken with respect to family dynamics, individual family members and generational...
Tags for this Online Resume: wealth, advisor, securities, banking, fiduciary, financial planning, tax
Global, multi-asset class investment manager-20+ years experience near zip code 30303
Global, multi-asset class investment management
Tags for this Online Resume: Asset Allocation, Investment Risk Management, Multi-asset class, Factset, Morningstar
