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Online Resumes with "asset allocation"

Experienced Financial Services/Wealth Management Manager - Client Service/Ops/Risk/Compliance/Asset Allocation

Looking to utilize my strength as a manager and my 15+ years of experience in Operations, Project Management, Financial Analysis,and Client Service.

Ideal Companies: Financial Services Industry/Investments/Private Equity

Tags for this Online Resume: Client Service Manager, Operations/Risk/Compliance, Project Management Leader, Investment/Portfolio Analysis Skill

Experienced Investment Management Professional

A career in the Finance Industry as a Trader, Investment Analyst, or Assistant Portfolio Manager with great growth opportunities and the chance to utilize my experience and education.

Tags for this Online Resume: Bloomberg, Microsoft Office, Portfolio Management, Trader, Fundamental and Technical Analysis, Team Management, Idea Generation, Research and Analysis, Investments, Hedge Funds, Alternative Investments, Asset Allocation

Dynamic, goal-oriented investment professional with a history of solid results

As an executive with more than 30 years of leadership experience, I have developed winning organizations through challenging team members to set then accomplish ambitious goals. I have strong leadership and management capabilities focused on inspiring the team to strive for excellence. Throughout my career I have been a problem solver, using my analytical abilities to identify obstacles and then conceptualize successful s...

Ideal Companies: Invesco Aim, Wells Fargo, U.S. Bank, M&I, PNC, Fidelity, T Rowe Price

Tags for this Online Resume: Equity Portfolio Manager, Chief Investment Officer, Investment Team Leader, Mutual Fund Manager, Consultant, Compliance Officer

Business Analyst

Tags for this Online Resume: Business Analysis, Client Reporting, Wealth Management, Performance Reporting, Asset Allocation, Program Management

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exceptional interpersonal skills,very analytical and strong leadership skills

Ideal Companies: Wachovia, wall street, State street, BOA, Merrill Lynch

Strategic Marketing Innovator

Perceptive Marketing Research professional, creative problem-solver with a broad range of skills and versatile in developing highly successful strategies for dynamic product and market differentiation. Enthusiastic about consumer insights and empathic design fundamentals.

Ideal Companies: Coca-Cola, General Mills, ConAgra, Kraft Foods, Colgate Palmolive, ACNielsen, Campbell Soup, Google, Pearson Education, McGraw-Hill Companies

Tags for this Online Resume: marketing, brand management, entry-level, consumer insight

Financial Advisor

I have been in the investment management business since graduating college in 2000. Initially, I was hired as an Administrative Assistant at Sanford C. Bernstein to join a team of four Financial Advisors and three Sales Assistants who managed approximately $1 billion in assets for high net worth individuals, families, trusts, endowments and retirement plans. I was promoted to Private Client Associate after my first year an...

Tags for this Online Resume: Financial Advisor, Financial Analyst, Manager, Operations, Sales, Business Development

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Manager, Investment Management, CFA, 25 years experience - many asset classes

Tags for this Online Resume: Investment Management, Manager, CFA Charter Holder, Operations, Team Building, Asset Management, Asset Allocation, Due Diligence, Portfolio Management

Financial Marketing Executive- 11 years experience in marketing investments, retirement planning

Looking to move back to Houston and grow as an executive with a company that believes in professional growth; to grow more into a marketing management or strategic planning role with a firm.

Tags for this Online Resume: Asset Allocation, Marketing, Branding, Investments, Annuities, Account Management, Strategic Planning, Business Development


Careers that require highly innovative quantitative analyses and strong programming skills, in-depth market understanding and broad financial products knowledge. Role should also involve evaluating processes, writing specifications and developing technical solutions. Solutions and models should evaluate market risks which are then compared against limits. It may also be utilized to derive highly efficient asset allocation...

Tags for this Online Resume: Excel, VBA, Quantitative, Analysis, SQL, Java