Resume Writing ?

The Following Text Is An Unformatted Professional Resume Sample

From The Writers At The Resume Writing Group, Inc.

This Resume Has Not Been Formatted


ORDER YOUR OWN LETTER-PERFECT, JOB-WINNING RESUME AND IT WILL BE COMPLETED AS SOON AS YOU NEED!
Click HERE!



Yyyyyy x. yyyyyy

704 Lake Carolyn Pkwy, Apt 106w-Irving, TX 75039 abc@xyz.com

 

 

Financial Services professional eager to continue to build a

successful career with Fidelity Investments in a direct client interface role

 

Sales ~ Business Development ~ Portfolio Management ~ Client Services

 

Profile

 

  Offer over a decade of financial services industry experience backed by a Bachelor of Business Administration in Finance; includes past several years as member of Fidelity Investments team, with solid knowledge of company target markets and clients, products/services and objectives as well as industry trends and competitor activities

  Bloomberg Product Certification: Fixed Income and Equity; FINRA Licenses: Series 7/63 (2005-2012)

  Expertise in analyzing portfolios and complex financial data and tailoring portfolios to support client investment goals as well as consulting with both clients and Independent Registered Advisors (IRAs) on portfolio development, reviews and strategies for maximizing financial performance

  Effective communication, needs assessment, consultation, presentation, and interpersonal relation skills crucial to forging strategic partnerships with clients and related investment stakeholders

  Able to define, develop and execute targeted strategies to generate new business, develop existing clients, optimize revenue channels, and increase competitive market leveraging

  Proficient in complex data mining, research, evaluation, and reporting; adept in writing effective procedures to ensure optimal productivity, efficiency and quality across diverse projects/tasks

  Technology savvy, with extensive background in Bloomberg Terminal, Barclays Live website and SQL-driven research as well as MS Excel and Access

 

Career Track

 

Performance Analyst-Fixed Income, Fidelity Investments-Westlake, TX 2012-Present

  Expertly produce monthly Performance Attribution reports as well as provide daily reports to Fixed Income Portfolio Managers

  Proficiently research and analyze data checks failures and perform data mining using SQL and internal graphic user interface tools

  Consistently ensure compliance with daily/weekly/monthly client service agreements

  Deliver weekly/monthly performance reporting to Senior Management; additionally provide ad-hoc reporting for Investment staff

  Efficiently provide Barclays Aggregate Index performance data via Barclays Live website as well as use Bloomberg terminal for corporate action and pricing confirmations; additionally load Fixed Income reporting tools using MS Excel and Access

 

Portfolio Analyst-Fixed Income, Advisors Asset Management-San Antonio, TX 2004-2012

  Effectively analyzed, constructed and provided guidance/commentary on Fixed Income portfolios to ensure achievement of client investment objectives; conducted conference calls with IRAs and clients to provide detailed analysis of portfolios

  Played solid role in driving revenue production by providing internal sales force with quality research data across various events ranging from economic indicators and FOMC meetings through corporate actions, security pricing and fiscal policy

  Additionally provided return figures and security analysis using Bloomberg terminal along with Barclays Aggregate performance data using Barclays Live website

  Concurrently responsible for financial statement analysis-Municipal Debt Coverage Ratios

 

Education

 

BBA Finance, University of Texas at San Antonio; 2004

 

Community Involvement/Activities

 

Participant, School Transformation Days in affiliation with Fidelity Investments; past 3 years

Participant, various 5k races; recently completed Reebok Spartan Race, a 3.5 mile obstacle course

<< Previous           Back to Sitemap           Next >>

Remember: Hire Us To Write YOUR New Resume
And We GUARANTEE That If You’re Not Working In 60 Days Or Less,
We’ll Revise Your Resume, Refund Your Money,
AND Give You $50 EXTRA!

Click HERE!

Members Of The Following Resume Writing Associations:


BBB Rating : A+


Proud Sponsors Of:
 

 


 

For General Customer Service, Call Us Toll Free At 1-800-466-3076 Or Email Our Writers By Clicking HERE

 Resume Writing Group © 2005-.   All graphics & text on ResumeWritingGroup.Com are either owned or licensed by our company and may
not be reproduced without expressed, written consent.  Terms of service and rules for guarantees may be reviewed here...
*our resume writing Guarantee requires clients to save receipts as proof that they've submitted COPIES OF their NEW resume to a minimum of 40 employers USING OUR ADVICE.   REFUNDS ARE LIMITED TO RESUMES AND DO NOT INCLUDE ADDITIONAL SERVICES SUCH AS COVER LETTERS.REFUNDS CAN BE CLAIMED UP TO 90 DAYS AFTER PURCHASE.