Financial Analyst Private Banking Resume Sample
Be sure to check out our Banking resume samples.
1347 berry green, st. paul, wyoming, USA
Financial Analyst Private Banking with over 5 years of Banking experience. Areas of expertise include (insert your areas of expertise). Proven ability to think independently and take direction (insert your proven track record). Fluent in hindi and English, takes initiative, mature, strong communicator (insert your best personality traits).
sophia holds a tremendous talent with resource forecasting, and has strong interdepartmental communication skills, diligent work ethic, strong interpersonal skills and reliable for any employer looking for rare talent
Timonthy Doe, Director of Banking
- fishing british columbia Champion, 2005
- unicef Volunteer of The Year, 2007
Financial Analyst Private Banking
- Access various internal applications to monitored and identified investment managers whose performance may require investigation
- Analyzed client portfolios on a periodic basis with the financial advisor to determined if portfolio rebalances are needed
- Coordination with specialist teams in the firm for asset allocation, manager selection and overall investments views
- Created customized pitch books that meet each prospects unique investment needs and interests
- Created monthly performance reports by gathering client investment data (ie securities owned by a client) and developed a customized book that presents their securities benchmarked against comparable indexes
- May executed trades on behalf of the client based on instructions from the financial advisor and attend new prospected meetings
- Monitored client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers against appropriate benchmarks
- Researched and gathered information on client prospects using publicly available resources
- Reviewed, researched, understand, and communicated marketed trends and their impact on various investment products as they related to client portfolios
- Took part in professional designations, continuing education
- Understand the firm’s various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the financial advisor new developments
- Utilized ml researched as well as outside resources to build asset allocation spreadsheets in excel
CERTIFICATIONS AND PUBLICATIONS
- Certified Financial Analyst Private Banking
- Banking gazette Publication – hot tips and cool Financial Analyst Private Banking tricks, 2001
- American Financial Analyst Private Banking Professional Group
- The Banking Association of Canada
- Banking Association, Volunteer tutor, 2008 – Present.
- veterans of foreign wars of the us, volunteer word processor operator, 2002 – Present.
- family time, rock music, church activities, telescopes
Here are the latest Bank job openings. Land an awesome job in the Banking industry and trade your job for a career. Apply today, you have nothing to lose!
View More Bank Jobs