1722 Wasteland Brush Court
Closter, NJ 7624
(123)-784-8854
[email]
Job Purpose Looking for Affiliate Profile Administrator Position with reliable company in which my encounter can be a positive impact on the growth of company.
Highlights of Qualifications:
Huge expertise in managing investment strategies for talking to industries
Huge information of financial aspects and financial commitment theory
Exceptional information of financial threat designs and associated concepts
Immense capability to talk successfully in front of audience
Excellent capability to adjust to changes quickly
Proficient with Access, Succeed, VBA, and modelling software packages
Outstanding interaction skills in both dental and published forms
Professional Experience:
Associate Profile Manager
BNY Mellon, Closter, NJ
October 2008 – Present
Coordinated with mature portfolio manager and designed ways to ensure customer support.
Prepared customer demonstrations and analyzed all sales and financial commitment materials for same.
Assisted mature in managing large tasks.
Analyzed customer investment portfolios using various complicated information solutions and conducted research.
Ensured effective execution of financial commitment programs and obtained all goals.
Administered all guidelines and assured conformity to techniques.
Quantitative Profile Analyst
Morgan Stanley, Closter, NJ
August 2003 – Sept 2008
Designed and handled techniques for various allowance designs.
Maintained and designed matrixes to improve efficiency.
Analyzed customer portfolio and recommended solutions and items according to specifications.
Assisted divisions in examining threat for new items and techniques.
Managed all information and examined it quantitatively.
Developed designs to evaluate threat information.
Portfolio Specialist
TIAA-CREF, Closter, NJ
May 1998 – This summer 2003
Coordinated with marketing and customer service team and examined industry need.
Participated in customer opinions and conferences and assured fulfillment of customer.
Prepared every quarter opinions for customer on industry condition and efficiency.
Monitored customer demands as well as ad hoc reactions.
Evaluated all financial commitment related question and assured precision in solutions.
Education
Bachelor’s Degree in Finance or Economics
Northwestern College, St. John, MN