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Xxxxxx, NY xxxxxx ￨ (xxx-xxx-xxxx ￨ email@example.com
Highly Accomplished Financial Services Leader who offers talent in Operations Management, Strategic Analysis / Planning, Team Building, Client Services, and Relationship Management, as well as skills in Product / Platform Development, Project Management, Systems Analysis, Process Optimization, and Performance Reporting. Ambitious Self-Starter who rises above Product, Sales, Client, and Services challenges to improve the bottom line, including quickly adapting to evolving marketplace scenarios in alignment with a company s vision, value, and goals. Excellent Communicator who develops synergistic relationships with top executives; sales, financial, and business teams; third-party vendors; and clients, and who leads peers by example and with ethics and integrity.
Vice President of Platform Development
Directed product and platform development, investment solutions, strategy, and planning for discretionary, advisory, and consulting investment platforms. Managed strategy development of the performance reporting for Global Institutional Consulting (GIC) with assets of $152 billion across ERISA DB / DC plans, foundation, endowment, HealthCare, and Taft-Hartley institutional accounts. Initiated tools for key Consulting Services offerings, including Investment Policy Statements, Strategic Asset Allocation, and Manager Identification Services.
Expertly updated policies, procedures, and marketing collateral to reflect product updates.
Led the launch of an innovative new performance-reporting portal for financial advisors and clients.
Manager Client Services & Reporting (2006 2013)
Strategically steered TCAM operations in the sales of unregistered funds to qualified and accredited investors, including formulating and implementing solutions-focused operational improvements and efficiencies across the Client Services area. Managed multiple third-party vendors relationships. Ensured compliance with LP agreements and side letter provisions. Proactively supported institutional channel and clients invested in real estate limited partnerships, commingled fixed income funds, private equity / fund of funds, and separate accounts as required.
Reduced annual accounting costs for clients by 20% via strategic contract negotiations.
Recognized for job performance with 97% of customers rating Client Services as Excellent.
Led exponential growth of AUM from $1 billion to $5 billion by onboarding multiple new clients.
Senior Analyst Investment Reporting & Analyst (2003 2006)
Mentored and managed a dynamic team in handling internal portfolio performance reporting of equity and fixed income mandates. Generated institutional client reports, validated core metrics, and resolved complex issues.
Improved portfolio performance and transparency by advocating and incorporating Eagle PACE Performance system, and actively promoted seamless expediting of daily performance and attribution.
Systems Developer ￨ CREF Administrator (2001 2003)
Led targeted needs analysis, testing, and end user training of two complex systems one that rebalances portfolios versus benchmarks and a second that transfers securities between two portfolios within the same fund. Collaborated with end users to analyze, document, and model information requirements.
Reduced systems-specific required manpower by 50% and mitigated overall administrative costs.
Successfully designed, drafted, and implemented comprehensive procedures and training manuals.
Senior Systems Analyst Group Disability Insurance (1997 2001)
Played a vital role among a results-centric system design team tasked with developing a Short-Term Disability system. Collaborated with business users to expertly analyze, document, and model information requirements.
Improved efficiency via systems-wide tracking of claims, accounts, and policy provisions.
MBA in Finance Baruch College BBA in Banking ￨ Finance Hofstra University
Chartered Financial Analyst (CFA) Passed Level 1 ￨ Fellow, Life Management Institute (FLMI)
Series 7 License ￨ Certified Investment Management Analyst (CIMA) Passed Qualification Exam
Yyyyyy x. yyyyyy
Xxxxxx, NY xxxxxx ￨ (xxx-xxx-xxxx ￨ firstname.lastname@example.org
Hiring Agent Name
I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your success.
To acquaint you with my background, I can offer proven talents in Financial Services, Operations Management, Sales, Product Management, Strategic Analysis / Planning, Team Building, Client Services, Vendor Relations, and Relationship Management. I am also experienced in all facets of Product / Platform Development, Organizational Growth, Project Management, Systems Analysis, Process Optimization, and Performance Reporting, and consistently achieve winning project and / or assignment task outcomes due to my superior skills in critical thinking, time management, workflow prioritization, conflict resolution, and attention-to detail.
To complement this experience, please note that I attained an MBA in Finance from Baruch College and a BBA in Banking / Finance from Hofstra University. I hold a Series 7 License and am a Fellow of the Life Management Institute (FLMI). I passed Level 1 of Chartered Financial Analysis (CFA) credentials, as well as the Qualification Exam for Certified Investment Management Analyst (CIMA).
Recently, as the Vice President of Platform Development for Bank of America Merrill Lynch, I expertly led forward-thinking product and platform development, investment solutions, strategy, and planning for discretionary, advisory, and consulting investment platforms. Within this role, I successfully managed strategy development of the performance reporting for Global Institutional Consulting (GIC) with assets of $152 billion across ERISA DB / DC plans, foundation, endowment, HealthCare, and Taft-Hartley institutional accounts. I also seamlessly initiated tools for key Merrill Lynch-based Consulting Services offerings, including Investment Policy Statements, Strategic Asset Allocation, and Manager Identification Services.
A sample of my achievements included:
Expertly updating policies, procedures, and marketing collateral to reflect product updates.
Launching an innovative new performance-reporting portal for financial advisors and clients.
I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.
Yyyyyy x. yyyyyy
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