Investment Associate Resume
An investment associate is responsible for evaluating asset strategies by applying security market knowledge and financial acumen. He collects and examines economic data of the organization, performs financial risk analysis, and many more. He is familiar with the risk management techniques and hence, could take decision of jumping on investment opportunities. The main goal of his job is to suggest and recommend asset selection options to clients.
The job needs sound knowledge of finance and statistic. The candidate must have abilities in performing financial analysis and evaluating company's assets. He must also be expert in researching on market trends and finding investment opportunities.
Investment Associate Resume Example
Grady N. Jones
3213 Wayside Lane
San Francisco, CA 94108
Phone: 510-304-5708
Email: gnjones@anymail.com
Job Objective:
Looking for an investment associate position with an investment firm to utilize my 4+ years of experience of helping clients in picking up the best investment opportunities with the help of financial knowledge and analysis.
Summary of Skills:
- Experience in evaluating business and financial planning
- Attention to detail with strong knowledge of accounting, finance, and statistic tools
- Comprehensive knowledge of financial modeling and financial analysis techniques
- Possess good communication skills, both in verbal and written
- Flexible, and well-organized with an ability to manage multiple tasks simultaneously
- Expert in coordinating with managers, staff, and clients
Work Experience:
Investment Associate
Eillian Trust, San Francisco, CA
July 2013 - Present
- Preparing paperwork for daily transaction and maintenance requirements of client accounts in an accurate and timely manner
- Monitoring client's financial solutions and suggesting clients in considering changes to their financial strategies
- Coordinating with senior officers and developing wealth management strategies that meet objectives of clients
- Assisting clients and their advisors in defining objectives as required
- Preparing materials for client meetings in an accurate and professional manner
- Developing disposition summaries of trust documents and discretionary payment memos for review by fiduciary advisors
- Verifying daily activity journals for client accounts
Junior Investment Associate
ABC Investment Agency, San Francisco, CA
February 2012 - June 2013
- Assisted senior investment associates in analyzing prospective clients for potential advisory and capital raising business through the use of financial modeling
- Handled tasks of completing due diligence and preparing all paperwork required by the SEC by coordinating with the senior team members
- Developed and maintained good work relationships with clients
- Communicated financial information, regulatory, and complex strategic issues in a clear and concise manner to guide and assist decision-makers in corporate finance transactions
- Handled other job responsibilities as assigned by the senior investment associate
Education:
- Bachelor's Degree in Finance
Tenet College, San Francisco, CA
2011
Reference:
On request.
