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Dedicated and accomplished Strategic Operations Leader with a solid track record of achieving exceptional levels of efficiency and productivity along with a demonstrated background in handling complex operations within a variety of environments. Possess high-level communication and analytical skills with a commitment to superior client service levels. Offer solid leadership abilities with experience in managing key client accounts, leading cross-functional teams, and implementing comprehensive standard operating procedures.
Proficient in: APL, Advent, Wips, Moxy, PARIS, Microsoft Office Suite, Style Advisor, Harvard Graphics, Act, DTC, and Peachtree
Strategic/Executive Leadership Staff Management/Training Asset Management Attention to Detail
Financial Regulatory Standards Strategy Development Contract Negotiation Account Management
Monthly/Quarterly Data Analysis Hedge Fund Management Complex Problem Solving
Directed day to day operations within a global investment management firm which holds over $800 million in assets and supports several high net worth clients
Designed and implemented innovative standard operating procedures aimed at increasing operational revenue and productivity levels in addition to playing a lead role in supervising approximately 10 internal team members
Played a lead role in special client-focused projects which included a complex migration of client accounts from APL to Advent on Demand
Completed monthly/quarterly calculations, generated reports outlining both alternative and in-house investments, and monitored regulatory compliance tasks
Instrumental in the set up and management of a hedge fund on behalf of Cam Global LP which included creating partnership documents, registering in foreign countries, and monitoring fund performance
Utilized superior communication abilities to act as a liaison between clients and the organization in addition to coaching clients on portfolio asset allocation, cash flows, investments in partnerships, hedge funds, and private equity accounts
Maintained communication with custodians who are tasked with overseeing client accounts and provide guidance related to pricing, securities trading, and federal regulations (SEC, FINRA, IRS)
Bachelor of Business Administration, Marketing, St. Bonaventure University
President, Cheerleading Booster Club
Hiring Agent Name
I am currently seeking a challenging new career opportunity as (JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, my professional qualifications include a strong background in strategic leadership and account management roles with experience in supervising staff members, creating standard operating procedures, and building positive relationships with key clients. In addition, I have strong experience in performing monthly/quarterly account analysis, resolving complex operational issues, and leading special projects such as the migration of client accounts to a new financial system.
To complement my professional experience, I also possess stellar interpersonal and communication skills with an impressive educational background which includes a BBA in Marketing.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Yyyyyy x. yyyyyy
I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.
As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVIEW) vital to your immediate and long-term objectives.
Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.
Yyyyyy x. yyyyyy
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