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yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000



financial services professional exploring opportunities to contribute dynamic investment, analysis, loan origination, operations, administration, team building and managerial skills toward actively supporting the employer in maximizing revenue performance.


career profile

ø  b.s., business administration with finance emphasis.

ø  strong accounting background.

ø  over four years of successful career background.

ø  knowledgeable in all facets of financial services operations.

ø  expertise in investment analysis and pipeline coordination.

ø  comprehensive understanding of business management.

ø  adept in report origination covering portfolios, performance measurements and due diligence.

ø  proficient in advanced information technology tools for investment analysis.

ø  proven accomplishments in building market share and recognition.

ø  track record of achieving challenging revenue objectives.

ø  outstanding capacity in customer service.

ø  well-organized multi-tasker with strong detail orientation.


professional experience

hewitt associates. norwalk, ct                                                                                                      2007 - 2009

investment analyst

       recruited to originate reports/charts for investment manager evaluation, portfolio analysis, and performance


       tasked with administration of manager meetings, documentation maintenance and contact tracking.

       performed in-depth research independently or in concert with consultants.

       interviewed and developed dialogue with managers

       authored due diligence documentation through on-site client visits.

       originated search reports outlining investment process, recommendations and reasons for exclusion.

       developed comprehensive background in socially responsible investing (sri) including responsibility for catholic client with over $500mm in assets.

       designated to serve on manager evaluation committee due to outstanding performance.

       oversaw global/non u.s./emerging markets asset class.

       coordinated with managers employed by clients to perform due diligence visits.

       achieved all quality standards on a regular basis.

       continuously communicated with clientele on status of their investment managers.

       proactively met with undiscovered managers.

       orchestrated critical manager research.


fremont investment and loans, elmsford, ny                                                                            2005 - 2007

pipeline coordinator

       retained to conduct daily reviews of all withdrawn/declined loan files to insure compliance with                            

     home mortgage disclosure act (hmda).

       designated to train underwriters on proper withdrawal/decline of loans in accordance with federal  

       laws (hmda, respa, ecoa).

       coordinated with account/operations managers concerning pending loans and compliance deadlines.

       originated senior management weekly reports covering underwriters performance.

       played key role in assisting underwriters, account managers and management in resolving compliance issues.

       recipient of fremont investment and loan certificate of excellence for outstanding compliance performance on three occasions.



university of connecticut, storrs, ct.

bachelor of science, business administration, december 2004

major in finance, strong academic background in accounting



yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000





cover letter text






hiring agent name


company name


city, state   zip code


dear                   :


i am currently seeking a challenging career opportunity in a financial management capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include a bsba and over four years of successful business experience.  to complement this background, i possess demonstrated expertise in investment analysis, pipeline coordination, manager evaluation, accounting, operations and due diligence as well as strong analytical, problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 


i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.








yyyyyy x. yyyyyy












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