yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

results-focused, multilingual cfa level ii candidate specializing in investment banking, asset under management, research / analysis, new business development, and client relations eager to offer 4 years of experience and academic credentials toward optimizing a progressive employer s bottom-line performance.

 

profile of qualifications

 

         top performer who develops, analyzes, and interprets statistical data to attain maximum profits in coordination with objectives.

         integral leader who makes solid financial decisions to reflect positively on business productivity and company well-being.

         ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities toward meeting goals.

         fluent in english, mandarin, and cantonese languages.

 

key areas of expertise

 

investment banking                  micro / macroeconomics                             data classifications                               consumer banking

financial accounting                asset under management                            client / business relations                  process improvement

international finance                foreign exchanges (rmb / u.s.)                strategic research / analysis                new business growth

 

professional synopsis

 

compensation / reporting analyst

 

         utilized broad scope of industry and financial services knowledge to support investment professionals in servicing clients, including ascertaining key needs, conducting itemized research, and providing suggestions to help resolve critical challenges.

         coordinated regular compensation for professionals (i.e. investment consultants, portfolio managers, business development officers, wealth advisors, merrill lynch financial associates) with wide-ranging asset under management products and services.

         gathered data from financial systems and internal entities for required reporting, and performed multiple checks to ensure consistency, timeliness, and accuracy, along with enhancing data management and internal group communication efforts.

         expertly classified and analyzed statistical data for monthly asset under management reporting such as building a database to monitor and research sales performance, as well as provide support to management for special projects and ad-hoc reports.

 

consumer banking & deposit services specialist

 

         contributed sharp analytical abilities toward researching client issues and creating solutions, along with initiating methods to increase core deposits (i.e. preparing weekly deposit reports for meetings, organizing monthly deposit newsletters for companywide distribution, monitoring accounts, creating ad hoc reports for deposit modeling, implementing incentive programs).

         supported cash management product manager in remote deposit development by writing test scripts, implementing systems, providing training to sales teams, creating marketing materials, and facilitating superior client relations.

 

marketing associate

 

         drove business growth by gathering and analyzing statistical data for meetings with management to discuss pricing and marketing strategies, including developing targeted companywide programs and campaigns (i.e. affiliate programs, search engine strategies) to attract new customers and maintain strong existing client relationships.

         optimized technical efficiency by performing website administrative management and maintenance.

 

education & technical summary

 

bachelor of arts in economics / international studies (3.25 gpa)                             university of california, los angeles

 

microsoft office (word / excel / powerpoint / access / outlook) • adobe acrobat

pershing • metavente • open solutions • advent axys • afs • internet applications