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    investment banking operations resume sample


    Collect corporate action decisions from investment teams for timely and accurate instruction to custodian banks. Aladdin and Bloomberg) Developing skills and knowledge of different investment software (e.g. Top 23 Banking Resume Objective Examples You Can Apply. ), Coordinate requirements and participate in Internal Audit/SOX/RCSA reviews, Leading the four teams, which include Equities and Fixed Income; Derivatives; Access and Business Continuity Management; Operational Due Diligence, Overseeing, measuring and managing overall risk for the investment operations in an environment with significant daily trading volumes, Consistently identifying sources of complexity and implementing technology enabled/process enhancement solutions that are long term and scalable, Building strong relationships with PMI to support investment strategies while also ensuring the overall investment operations maintain integrity and controls, Building partnerships with IT and Data Management to ensure support and synergies/efficiencies, Manage all investment operations functions and resources, with a focus on continuous process improvement, automation and use of global operations support model, Responsible for efficient, timely and accurate trade and cash-flow implementation for the investment portfolios including coordination of direct trading in stocks, ETFs, futures, forward etc, Responsible for efficient, timely and accurate administrative processes for the managed funds including custody, portfolio valuations, unit pricing, unit registry, distributions, fee accruals, compliance etc, Transition planning and execution (for investment transitions and client transitions), Responsible for the strategic development of Investment Operations capabilities with a focus on direct trading capabilities being executed for local and developed market equities by the end of 2018, Maintain senior relationships with investment managers, custodian and administrators, managed account platforms and key clients to promote successful servicing arrangements, Efficiently implement client cash-flows and other portfolio management decisions as instructed while ensuring business risks are minimised and that there are no financial claims, Process daily UIT redemptions for all trust holders, Locate long positions to cover UIT short positions held on Nuveen’s books and records, Participate in any other UIT related activities required to decommission Nuveen’s UIT business, Process block trades including the updating of rotation grids, compliance memos, and investment models. But that’s not what I’m saying at all – I’m telling you to present your experience differently, not lie. Download Investment Operations Resume Sample as Image file, Investment Management Division Resume Sample, Develop, and maintain metrics for measuring adherence to Data Management and Operations standards and processes and improvements, Performance Reporting – calculation of portfolio returns, reporting asset level valuations and producing various Enterprise and Asset management reports, Assist in the preparation of management reports, Complete ad hoc projects, creates analytical reports, provides supplemental analysis, and gathers information to aid investment decisions, Performance Reporting calculation of portfolio returns, reporting asset level valuations and producing various Enterprise and Asset management reports, Adapt to a fast-paced and dynamic work environment. Whether you’re facilitating a large transaction like a merger or helping an organization plan for their future, investment bankers rely on a diverse set of skills to do their job.
    Administration of data warehouse, including: preparation/upload of monthly data files, setup of new portfolios and members, continuous learning to make best use of warehouse, etc, Liquidity and Rebalancing; Timely and accurate execution of inter-pool fund transfers.

    (minimum GPA of 3.2), Acts as primary point of contact for matters outside of routine activities, including but not limited to, operational issues, change management, and ad hoc projects and requests, Ensure department compliance with internal requirements and external regulations, Execute operational aspects of investment strategy for all trusts managed by the Investment Office, Supervise, coach, and develop Investments Analyst, Act as liaison between external third parties and other Exelon departments, Prepare reports and make presentations to the Senior Vice President and Corporate Investment Committee, Provide functional support to portfolio managers, traders, and portfolio administrators for Eaton Vance’s portfolios and order management systems, Responsible for monitoring trade affirmation and settlement of market transactions, Provide reconciliation support for investment team, Establishing new client and fund accounts in various trade management systems, Work with brokers and custodian banks to resolve trade settlement problems, Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines, Facilitate the accurate and timely delivery of critical business information among all necessary parties, Initiate the execution of transactions directed to specific brokers as specified in client contracts, Act as business owner of data, demographic and activity reports, operations requirements and daily account processing, Collaborate with fellow colleagues to ensure all daily fixed income functions are completed concisely each business day, Three to four years of experience in investment operations activities, Thorough knowledge of the investment operations within the assigned area, Good knowledge of the computer applications used in the assigned area, You communicate effectively with colleagues and business partners through written and verbal correspondence, You apply your advanced Excel skills in our day to day operations as well as developing solutions for complex projects, You solve complex problems by applying deliberate, calculated analytics, You are constantly pursuing a deeper and expanded knowledge of the business and industry, You have an eagerness to participate in the agility of the group through training and supporting the larger DCoE team, You recognize and escalate high-risk items to minimize loss to either the shareholder and/or Fidelity, Complete, qualify, and follow through on investment account documentation with various custodians, institutions, and fund managers, Complete requisite documentation to setup/add new client(s) accounts in the portfolio accounting system, Track new account progress with custodian and communicate new account status to Investment Reporting team, Process, qualify and facilitate the movement of funds including wires, EFT, and automatic sweeps, Process, qualify and facilitate the transfer of securities between managed accounts and external third party accounts, Assist in the production and assembly of client investment and activity reports, Oversee and coordinate with administrative support, 3 – 6 years administrative experience with an Investment Advisor, Broker, or Wealth Management office, Bachelor’s Degree required; major in accounting or finance preferred, Strong organizational/multi-tasking skills with the ability to plan/prioritize to ensure efficient and timely deliverables, Strong interpersonal, communication and presentation skills essential with an aptitude towards client service, Recognized Degree in Finance or Accounting, Minimum 8 years working experience in the investment operations/fund accounting of insurance/asset management/ unit trust management companies, Good knowledge on settlement functions and accounting, Good knowledge of Fund Accounting functions, Good knowledge of investment systems (knowledge of Bloomberg and Portia is added advantage), Good with figures and conversant in spreadsheet soft wares, Well verse with the Securities Commission’s guidelines and accounting standards, Fluent English and good communication skills, Good analytical skill and attention to detail and accuracy, Good organizational skills (in thoughts and procedures), Ability to work well in team environment; collaborative, consultative and placing benefits to company/clients above self, Maintain good communications with all departments/ Business Units, Respond to Financial Consultant compliance inquiries and escalated issues, Clerical duties such as answering telephones, mailing, filing, and processing forms, Strong analyzing, coordinating, organizing, and follow up skills, Analyze account information to discover any issues, Recommend best paths for Financial Consultants and clients, Participate in the oversight of daily operations among service providers, transfer agents, custodians, fund accountants and internal departments, Service client calls and provide quality service and an excellent customer experience to clients, banks, trusts, broker/dealers and other service providers; coordinate associated internal and external information flow, Support new fund products and trading instruments, as well as the investor onboarding process; qualify new business and document compliance, Monitor adherence to contractual policies, procedures & controls through review of Service Level Agreements, Process daily transaction files from service provider and track new product activity, Oversee cash reporting and projections to portfolio managers, Assist with preparation of audit requests received from DFA client and external auditors, Support special projects and initiatives for Investment Operations and other groups on an ad hoc basis, Develop an in-depth understanding of the service provider’s processes and platforms of back, Assist in developing business requirements and data gathering as necessary for any change service requests, Monitor trade exceptions & complex shareholder issues; reconcile transaction activity with service providers, Bachelor’s degree; Finance, Business or Economics preferred, Ability to work well in a team environment, both locally and across international offices, Strong analytical mindset with an ability to synthesize data, Motivated to self-teach skills and apply learned knowledge to applicable tasks, Eager to learn and responsive to constructive feedback and guidance, Local regulatory licenses may be required, Ability to work independently to meet project requirements with minimal supervision, Past experience working in Financial Services, preferably in back office/fund operations preferred, Complete subscription and redemption documentation, track share class information, and monitor manager liquidity provisions on behalf of the client, Proactively support client team objectives through communication with third-party service providers.
    Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. BTech from Kerala University with 72% marks. ), Good problem solving and decision making skills to respond to business unit (and bank) inquiries and processing issues, Strong interpersonal skills to build relationship within Treasurer's and with business partners and banks, Initiative / self motivation and innovative thinking, Judgment (Ability to apply sound business principles and practices to projects), Flexibility to assume other assignments in the future, Ability to work well under pressure and meet tight deadlines in a team environment, PC experience preferred: MS Excel and Word required, Powerpoint a plus), Good meeting management skills & presentation skills, Review and analysis of daily securities pricing tolerance and exception reports for the Franklin Templeton groups’ more complex, difficult to price and fair value securities, as well as, securities requiring additional research through the use of Bloomberg and Reuters, Function as back up for Pricing Analysts as necessary, Manage the maintenance of the pricing database control lists, i.e., the frozen price, due to trade, research, and watch lists. Get here from an email forward, a friend’s link, or a random Google search?

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