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Online Resumes with "institutional clients"
PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK
PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...
Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT
Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java
Institutional Client Service Representative with 15 years experience
Tags for this Online Resume: Client Service, Institutional Clients, Relationship Manager, Pension Plans & 401k Plans, Client Operations, Vice President
Efficient Executive Assistant
I am looking to join a stable company that can offer a reasonable salary with an exceptional benefits package. Because I am shifting industries, I would like to start out with a position that has Administrative functions and through time advance to more challenging roles and take on a multitude of tasks. I am a very quick learner and have a drive to learn; these characteristics have help me translate well in my previous pos...
Tags for this Online Resume: Administrative, Microsoft Office, Analytical, Calender Management
Executive National Account Manager, Atlanta, GA
Results-focused Sales Leader with a distinguished 16+ year career leading business development initiatives and generating sales of diverse products and services. Repeated success guiding sizable, cross-functional teams in the design and launch of business solutions driving record-setting revenues, contract negotiation, and closing skills. Polished high caliber presenter and astute negotiator able to forge solid relationsh...
Tags for this Online Resume: Strategic Account Manager, Business Development Manager
VP Project Management / Capital Planning and facilities Management
Assist large public or private clients with the development of innovative capital project delivery . My experience includes delivering complex large scale projects on time and budget. I possess organizational leadership skills with a proven track record working with complex client organizations.
Ideal Companies: Higher Education, Real Estate REITS/ Health Care
Tags for this Online Resume: BIM, BAS, Building information management, Building Automation Systems
Strategic Account Manager and Account Executive - 10 years Experience - St. Louis
Highly accomplished Sales & Account Management professional with proven record of success. Excel at developing and growing profitable relationships with retail and institutional clients. Adept at improving customer service and satisfaction resulting in optimal account retention. Strong background in training and presentation skills. Able to communicate easily with clients and prospects.
Raising Assets, Boston
Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.
Managing Director
Tags for this Online Resume:
Equity Risk Management, Head of Listed Equity trading, Institutional Client relationships
Featured Profile
Senior Marketing and Client Service Professional-Investment Management, -New York
Seeking role working with investment manager in marketing / client service. 20 plus years of experience with institutional clients in all channels, with advisory channels and with investment consultants; Built and managed client service teams; built and executed marketing programs and client service programs for large and small organizations with very successful asset growth and client retention in all cases.
Tags for this Online Resume:
Marketing management, client service, Product specialist, investment management, financial services, Director
Featured Profile
Managing Director / Quantitative Analyst
Senior Quantitative Analyst with 20+ years experience in Equity Strategy in Emerging Markets implementing mathematical and statistical models to value stocks, developing stock picking frameworks, producing research reports and servicing institutional clients. Certified Energy Risk Professional with deep understanding of the physical and financial aspects of the energy markets capable of assessing and mitigating its diverse ...
Ideal Companies: Goldman Sachs, Morgan Stanley, Merril Lynch, Citigroup, JPMorgan Chase, UBS, Credit Suisse, Barclays, PIMCO, CME Group, CME, NYMEX, NYBOT, CBOT, NYSE, Google, Salesforce.com, Oracle, SAP, SAS
Tags for this Online Resume:
Financial modeling, Risk management, Derivatives, Quantitative analysis, Technical analysis, Fundamental analysis, SQL, Excel, Bloomberg, C, Visual Basic, Hedging, Energy Risk Management
Equity Research Analyst - 18 years experience - Company Analysis & Coverage
I am an equity research analyst with 18 years experience in equity research and company analysis. Coverage of mainly technology companies (hardware, software, telecom services, IT services, semiconductor, etc.)Detailed financial modeling and valuation analysis. Company visits and management contacts. Formal presentations to high net-worth retail and institutional clients.
Tags for this Online Resume:
Equity, Research, Financial Modeling, Company Analysis, Stock Recommendation, Due Diligence
Senior Marketing and Client Service Professional-Investment Management, -New York
Seeking role working with investment manager in marketing / client service. 20 plus years of experience with institutional clients in all channels, with advisory channels and with investment consultants; Built and managed client service teams; built and executed marketing programs and client service programs for large and small organizations with very successful asset growth and client retention in all cases.
Tags for this Online Resume: Marketing management, client service, Product specialist, investment management, financial services, Director
Managing Director / Quantitative Analyst
Senior Quantitative Analyst with 20+ years experience in Equity Strategy in Emerging Markets implementing mathematical and statistical models to value stocks, developing stock picking frameworks, producing research reports and servicing institutional clients. Certified Energy Risk Professional with deep understanding of the physical and financial aspects of the energy markets capable of assessing and mitigating its diverse ...
Ideal Companies: Goldman Sachs, Morgan Stanley, Merril Lynch, Citigroup, JPMorgan Chase, UBS, Credit Suisse, Barclays, PIMCO, CME Group, CME, NYMEX, NYBOT, CBOT, NYSE, Google, Salesforce.com, Oracle, SAP, SAS
Tags for this Online Resume: Financial modeling, Risk management, Derivatives, Quantitative analysis, Technical analysis, Fundamental analysis, SQL, Excel, Bloomberg, C, Visual Basic, Hedging, Energy Risk Management
