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Investment Assistant Resume Samples
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0-5 years of experience
- Assisted with the successful setup of Ping’An Ventures; built relationships with limited partners.
- Contributed to startup investment process including deal sourcing, industry research, management interview and due diligence on potential targets in the fields of consumer business, TMT, healthcare and etc.
- Coordinated and communicated with Investment Committee; prepared investment committee materials.
0-5 years of experience
- Generated real estate trends and detailed market analysis by using Matrix and TractionDesk
- Prepared around 70 relative legal documents for clients and materials reviewing, such as purchase & sales
- Liaised relationships between the seller, escrow, agents, and third parties
- Monitored the whole process of the real estate transactions
0-5 years of experience
- Industry Researching for Enterprise video market, Marijuana testing equipment market and Gas delivery market.
- Organized LDVP conference with China Investment Corporation for the industry survey and analysis of pre-investment.
- Investigated and interviewed startups for gas delivered in Bay Area, Houston, Los Angeles.
- Investigated and interviewed startups for Enterprise video market.
0-5 years of experience
- Provided trading support: daily updates of Portfolio Protection (Protection), Tactical Asset Allocation (TAA) and static hedge worksheets
- Weekly updates into Online Portfolio Analytics (OPAL) system
- Maintained profiles for TAA and Protection accounts in OPAL
- Prepared and distributed weekly, monthly and quarterly client reports
- Updated quarterly TAA marketing materials and quarterly Protection client marketing books
- Maintained performance files (updated monthly)
- Prepared monthly asset allocation histogram
0-5 years of experience
- Assisted project manager to do preliminary investigation and value analysis of investment project
- Wrote the research report and analyzed the investment projects
- Collected and sorted data of investment projects after investments.
6-10 years of experience
- Prepared and assisted in the thorough review of trust account assets and liabilities for regulatory purposes.
- Created charts, graphs, spreadsheets and documents for client presentations and new business development.
- Worked with various brokers to execute stock and fixed income trades.
- Directed and assisted in the settlement of cash management, certificate of deposit and mutual fund trades.
- Produced reports to analyze proper asset allocation at an account level.
- Prepared reports for internal overview of stocks, mutual funds and fixed income instruments.
- Ensured assets and liabilities were properly coded on Trust accounting system for internal auditing purposes.
- Reviewed and prepared investment research from multiple sources to assist Portfolio Managers and clients in their decision-making processes.
- Reviewed and summarized corporate actions to assist Portfolio Manager and clients in their decision-making processes.
- Act as liaison between Trust Investments, Trust Operations, Trust Administration and Private Banking units.
0-5 years of experience
- Engage with members and prospective clients to accurately assess financial needs, identify solutions and present appropriate investment recommendations to clients.
- Initiate and conduct business development both internally and externally
- Facilitate the development and delivery of education sessions for members, the public, and employees.
- Utilize contact management software program to manage client and prospect relationships.
- Collaborate with the Financial Advisor and the Marketing department to develop marketing strategies to promote the program.
- Preform administrative tasks and account servicing, such as maintaining records, opening new accounts, performing annual client reviews.
- Partner with credit union management to establish annual goals.
- Monitor competitors for changing trends in the industry, recommend and implement strategies to adapt to changes.
0-5 years of experience
- Assist financial advisors with daily tasks, projects & requests
- Set up new IRA, Roth, HSA and brokerage accounts
- Answer and direct phone calls on a multi-line system
- Process contributions, distributions, transfers and rollovers
- Secure sensitive information and large amounts of money on a daily basis
- Key holder
0-5 years of experience
- Manage calendars and set appointments.
- Human Resource for Office.
- Accounts receivables and payables for the office.
- Event Coordinator
- Social Media
- Compliance
0-5 years of experience
- Create and file invoices for weekly drop-off to bookkeeper.
- Plan and coordinate contractors work schedules during construction.
- Act as a liaison between upper management and workers.
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[Investment Assistant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
