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Online Resumes with "investment managment "



Chief Operations Officer - 20 Years of Experience - Near 10573

SUMMARY Experienced General Counsel with broad legal, operations, compliance, and marketing experience with investment management f`n'ms. General Counsel and CCO of three investment advisory f`n°ms (each had a broker-dealer sub) and one de novo bank. COO of two ofthese firms. Independent Board member of three mutual fund firms.

Tags for this Online Resume: Legal, Securities, Drafting, Account Management, Asset Management, CFO, Management, Marketing Management, Marketing Support, Support, management, investment management

Vice President - 20 Years of Experience - Near 02360

SUMMARY Strategically-focused financial services professional with significant experience in global investment management and custody banks with an emphasis on strong analytical and problem-solving abilities. Strong project planning, problem solving and management skills that facilitate the successful fulfillment of senior level responsibilities in diverse environments. A leader who partners with senior management in formul...

Tags for this Online Resume: Audit, Management, Risk Management, Internal audit, Project Management, Project Manager, Risk Manager, Vendor Management, Financial, Mutual Funds

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

Project Manager - 20 Years of Experience - Near 08534

Tags for this Online Resume: Management, Back Office, Itil, Audit, HP, Investment Management, Microsoft Windows, Program Manager, Reliability, SAS, Program Management, SDLC, Agile, Operations, Leadership, Transformation, agile, ITIL, CTB, RTB, Security, Corporate, Capital markets

Chief Information Officer - 20 Years of Experience - Near 60175

SUMMARY OF QUALIFICATIONS Proven leader with excellent analytical, communication and negotiation skills, and sound business acumen. Change leader with prior accountability for profit/loss and expense management ($250M+). Desire to work for a company where I can deliver value utilizing my strong leadership skills. FTD 11/2012 - 11/2016 EVP. CIO 3/2014 - 11/2016 Reports to: CEO * Leading IT merger integration (Provide Commerc...

Tags for this Online Resume: Infrastructure, Desktop Computer, Distribution, CIO, Disaster Recovery, Distributed Processing, Management, Risk Management, Security, Voice, management

Construction manager - 12 Years of Experience - Near 85395

HIGHLIGHTS OF QUALIFICATIONS * Proposals-Scopes & Specs * Design & Engineering * AIA Pay-app submission * Estimating & Costs Analysis * Tax Credit/Sect 8 Projects * Pre-construction Mgmt. * Blueprint & Plan Review * RFP & RFI Review * Contract Negotiations * Financial & Budget Controls * CPM Scheduling * Construction Means/Methods * Subcontract Administration * Due Diligence Exp. * CR/CI & Redevelopment $20M rehab Nationall...

Tags for this Online Resume: Construction, Engineering, Project Management, Project Manager, Purchasing, Real Estate, Scheduling, Energy Audits, Gateway, Process Improvements

Business Analyst - 7 Years of Experience

Summary * * MBA Finance with 7.8 Years of experience in Business Analysis into Investment Banking and Capital Markets domain. Areas of expertise include Equities, Derivatives, OTC's and Commodities. * * Adequate knowledge on Software Development Life Cycle, Software Testing Life Cycle and UAT. * Preparation of Business Requirement Documents (BRD) & Functional Specification Documents (FSD). * Conducting Use-Case reviews and ...

Tags for this Online Resume: P&L, Software, Management, Risk Management, Data Migration, Functional Testing, Risk Assessment, Test, Acceptance Testing, Back Office, software, agile

Financial Services Sales Agent - 19 Years of Experience - Near 01915

Professional Summary Senior Investment Wholesaler with 24 years of financial services experience is seeking an opportunity for a Business Development/Account Management position is the Financial Services Industry. Products sold include: mutual funds, hedge funds, variable annuities, REITs, alternative investments, managed futures, DPP's, and managed money. Have raised over $3 billion in assets. Extensive network of financia...

Tags for this Online Resume: Financial, Management, Annuity, Product Design, Sales, Sales Support, Support, Wholesaler, CT, Account Management, investments, mutual fund

Senior Vice President - 20 Years of Experience - Near 33950

PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...

Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales

Tester - 7 Years of Experience - Near 78749

Experience Summary * IT Analyst with 6 years 10 months (12/30/2009 - 10/19/2016) hands-on experience in Testing including Functional, System Integration, Smoke, Regression and User acceptance testing. * Experience in analyzing, coordinating and planning all phases of the testing life-cycle activities such as Requirement analysis (Technology Work or Project Requests, Business Requirements, Functional Requirements), Design An...

Tags for this Online Resume: Information Technology, Applications, Automation, Banking Industry, Business Requirements, CICS, Extensible Markup Language (XML), Financial, Financial Applications, sql, web based testing, web services testing, parasoft soatest, mobile application testing

Financial Specialist - 15 Years of Experience - Near 11746

My interest in the above position has incited me to forward my resume as requested in your advertisement on Indeed.com. I have been involved in a number of diverse employment situations, including a self-owned business, in which I successfully utilized various sales techniques, such as cold calling, telemarketing, and prospecting. During the past several years, my experience has been concentrated in banking and finance, w...

Tags for this Online Resume: finance, accounting, accountant, excel

Financial Specialist - 17 Years of Experience - Near 11003

Summary: Dedicated finance professional with extensive experience in the investment industry. Skilled in Asset Management, Portfolio Management, Investment Management, Securities, Partnerships and Hedge Funds. Committed to working effectively with both internal and external parties to achieve outstanding results.

Tags for this Online Resume: High Net Worth, Securities, Asset Management, Documentation, Funds Investment, Futures, Hedge Fund, KYC, Management, Pricing