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Online Resumes with "investment operations"
Financial Manager
Tags for this Online Resume: Investment Operations Manager, Client Relationship Manager, Client Onboarding Director, Vendor Management, Deputy COO
Director of Corporate Operations
My overall duties centered on investment operations of residential rental property operations. Work in the area of Project Management, Leasing and Accounting for daily operations wher major task on a daily basis.
Licensed Financial Services Professional
I am a hardworking, detail-oriented financial services professional able to collaborate with all levels of management, works well independently, and enjoys a team-oriented environment.
Tags for this Online Resume: Accounting, Financial Services, Banking, Investment Operations, Trust Administration, Wealth Management
Retail Investment Branch manager- Highly Licensed- 10 Years Experience
I'm a Financial Professional with 10 years experience in the Retail Investment Industry. I have extensive experience with Securities regulation, compliance ,and supervision. As well as Investment Operations and Financial Customer service dealing with both Financial Advisers and Clients. I hold FINRA Series 7, 63, 24,4, 9 & 10. I also Hold Insurance Life , Health, and Casualty Certifications.
Ideal Companies: Charles Schwab, Morgan Stanley, AIG, Goldman Sachs, Edward Jones, JP Morgan Chase, BOA/Merrill Lynch, Ect.
Tags for this Online Resume: Operations Manager, Branch Manager, Series 7, Series 24, Compliance, Supervisor, Series 4, Series 63, Series 9, Investment Operations
Director of Operations & Portfolio Manager
Portfolio Management (responsible for the management of up to $500 million in short term investments), Cash Management, Compliance, Information Systems Management, Investment Operations, Performance Analysis, and Portfolio Accounting for a Fixed Income Investment Manager. Currently serves as a Principal and member of the Board of Directors.
Financial Operations Analyst
Detail-oriented Financial Investment Operations Analyst professional with exceptional experience, fluent in two languages, seeking a position within a growing & dynamic financial services firm.
Tags for this Online Resume: EXCEL, Portfolio, Fixed Income, institutional, Back Office, Hedge Fund
Senior Manager - Investment Performance Measurement and Attribution - 16 years Experience - New York
Seeking a challenging position with career growth potential in an organization where my technical, analytical and interpersonal skills will be an asset.
Ideal Companies: JP Morgan, Oppenheimer Funds, Goldman Sachs
Tags for this Online Resume: Analytical, Detailed oriented, Organized, Performance Measurement and Attribution, Experienced Investment Operations Professional, Quality Assurance, Test, Pricing, Security, Automation
Director/Leader Broker Dealer Services
My objective is to acquire a key position within the financial services industry that will allow me to use the skills that I have acquired, while helping the organization I join reach its set objectives.
Ideal Companies: Fund Companies, broker dealers (Merrill Lynch, Citigroup Fidelity), retirement organizations, banks and transfer agencies
Tags for this Online Resume: project manager, Mutual Funds, Business Analyst, SERVICE manager operations, brokerage Operations, Clearnace and Settlement, DTCC
Chief Financial Officer/VP Finance/Controller
A senior manager with extensive, diverse experience in real estate development, residential construction, investments, operations, finance, accounting and administration in national and international companies. Significant experience in business expansion strategies, mergers and acquisitions, systems installations, process improvements, tactical business planning and budgeting, synergy savings, financial analysis and manag...
Ideal Companies: Mid size to large company. Well financed and positioned.
Tags for this Online Resume: CFO, VP Finance, Real Estate, Homebuilder, Homebuilding, construction, Mexico business, International, CPA, Public Company, SAP, JD Edwards, Excel, Budgeting, Forecasting, Cash Flow, GAAP, SOX, accounting, cpa, finance, gaap, excel, accountant, controller, Timberline, Sage
Invesment Operations Manager 2 years or Porfolio Admin7 years or Supervisor trade support 5 years
To obtain a position where I can contribute for the next 20 years
Tags for this Online Resume: Investment Operations Manager, Portfolio Administrator, Investment and Trade Support, Investment and Supervisor, investment and reconciliation
Financial Specialist - 7 Years of Experience - Near 94510
Contribute to a company’s growth, reputation through application of my broad banking and investment knowledge and experience.
Ideal Companies: Credit Suisse, Morgan Stanley, State of California, Federal Reserve Bank, First Republic, City National Bank, Aspirant, Fremont Bank
Tags for this Online Resume: Compliance, Sales, Banking, Investments, Planning, Brokerage, MS Office, Client Service, Analysis, Operations, Coaching, Team work, Research, Profiling
Treasurer - 20 Years of Experience - Near 02760
Finance professional with significant experience in treasury & investment operations, cash management, portfolio management, accounting, financial reporting and audit. Possesses strong managerial, technical and interpersonal skills, and has a proven track record of process implementation and improvement, effective team leadership, and advancement in a challenging, multi-entity organization.
Tags for this Online Resume: Treasury, Cash Management, Portfolio Management, Audit, Accounting, Reporting
