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Yyyyyy x. yyyyyy

9480 Ridge Blvd., #3J Brooklyn, NY 11209 646-623-7797 abc@xyz.com

 

Summary of Qualifications

 

  Portfolio/Investment Analyst and Asset Manager with valuable, hands-on experience servicing clientele.

  Strong understanding of asset allocation models and experience working closely with wealth advisors.

  Knowledgeable of traditional and alternative equity and fixed income strategies, private equity and commodities.

  Outstanding listening, verbal communication and interpersonal skills to build relationships and gain their trust, confidence and respect of institutional investors and colleagues.

  Sound judgment and a work history of proactively identifying and resolving problems in real time.

  Proficient with Microsoft Word, Excel and PowerPoint; customer relationship management software; and Morningstar research platform, including performing macroeconomic research.

  Fluent in English, Russian and Georgian.

Work Experience

 

JPMorgan Chase New York, NY Dec. 2012-Present

Private Client Banker and Small Business Specialist (July 2014-Present)

  Consistently exceeded performance objectives and on track to be recognized as a National Achiever for production metrics in 2016.

  Help grow business balances and reduce account opening errors; recorded no dashboard errors since hire.

  Collaborate with Private Client advisors, mortgage bankers and business relationship managers.

Relationship Banker (Dec. 2012-July 2014)

  Ranked as the district s top producer for acquiring new customers.

  Awarded Most Valuable Player honors during Relationship Building Training.

 

Pillar Group/AXA Advisors New York, NY Jan. 2010-Jan. 2012

Portfolio Analyst/Financial Professional

  Assisted with managing qualified and non-qualified multi-asset portfolios for high net worth clientele.

  Supported wealth advisors with optimizing portfolio efforts for strategic asset management accounts, including generating investment portfolio proposals for existing and prospective clients.

  Performed due diligence on fixed income, equity and alternative fund solutions.

  Helped to select funds and allocate assets and participated in quarterly investment review meetings with senior wealth advisors and portfolio analysts.

Education, Licenses and Designations

 

Bachelor of Business Administration (BBA), Finance, with a minor in Mathematics; earned 2012 (3.4 GPA)

City University of New York, Baruch College

  Member, Phi Theta Kappa, International Honor Society.

  Student-Athlete, NCAA Division III, Swimming; member of conference championship team, 2011.

 

Associate of Science (AS), Mercer County Community College; graduated with honors (3.76 GPA)

  Earned Robert Harris Memorial Scholarship in Business Administration.

 

Passed Chartered Financial Analyst (CFA) Level 1 Exam; Dec. 2015

 

Passed both levels of Chartered Alternative Investment Analyst (CAIA) exams; 2014

 

Series 7 General Securities Representative and Series 63 Uniform Securities Agent Licensed

 

Notary Public, New York State

 

Member, Institute of Trading & Portfolio Management (macroeconomic analysis and statistics and probability)

Yyyyyy x. yyyyyy

9480 Ridge Blvd., #3J Brooklyn, NY 11209 646-623-7797 abc@xyz.com

 

 

Dear Hiring Manager:

 

With this letter, I wish to express my genuine interest in joining your organization as a (INSERT EACH JOB TITLE HERE).

 

As demonstrated in the accompanying resume, I am a Portfolio/Investment Analyst and Asset Manager with valuable, hands-on experience servicing clientele. I have a strong understanding of asset allocation models and experience working closely with wealth advisors. Additionally, I am knowledgeable of traditional and alternative equity and fixed income strategies, private equity and commodities. I offer outstanding listening, verbal communication and interpersonal skills to build relationships and gain their trust, confidence and respect of institutional investors and colleagues. I also possess sound judgment and a work history of proactively identifying and resolving problems in real time. Among my additional unique qualifications:

 

  Assisted with managing qualified and non-qualified multi-asset portfolios for high net worth clientele.

  Supported wealth advisors with optimizing portfolio efforts for strategic asset management accounts, including generating investment portfolio proposals for existing and prospective clients.

  Performed due diligence on fixed income, equity and alternative fund solutions.

  Helped to select funds and allocate assets and participated in quarterly investment review meetings with senior wealth advisors and portfolio analysts.

  Proficient with Microsoft Word, Excel and PowerPoint; customer relationship management software; and Morningstar research platform, including performing macroeconomic research.

 

I hold a Bachelor of Business Administration (BBA) in Finance, with a minor in Mathematics, from the City University of New York, Baruch College. I ve passed the Chartered Financial Analyst (CFA) Level 1 Exam and both levels of the Chartered Alternative Investment Analyst (CAIA) exams. I am Series 7 General Securities Representative and Series 63 Uniform Securities Agent Licensed.

 

Since 2010, I have been employed by JPMorgan Chase. In my current role as Private Client Banker and Small Business Specialist, I ve consistently exceeded performance objectives and am on track to be recognized as a National Achiever for production metrics in 2016. Previously, as Relationship Banker, I ranked as the district s top producer for acquiring new customers. Prior to JPMorgan Chase, I excelled as a Portfolio Analyst/Financial Professional at Pillar Group/AXA Advisors.

 

As your employee, you will find me committed to exceeding your performance goals. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

Yyyyyy x. yyyyyy

646-623-7797

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