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Online Resumes with "Checkfree APL"
Investment analyst with seven-plus years in fixed income, equity, derivatives, and private placement securities. Extensive experience executing trades, managing trade support, cash flows, compliance, reconciliation, and settlements. Excellent capability to automate tasks and improve manual workflows. Strong analytical ability with expertise dealing with internal and external clients.
Ideal Companies: Ideally small to mid size money managers in Chicago
Tags for this Online Resume: investment
I am looking for a job that will challenge me.
Experienced Portfolio Administrator. Expertise in Equity, Fixed Income and High Yield Securities. Fiserv Checkfree APL proficient. Series 7 and 55
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance