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Online Resumes with "GIPS"

Portfolio Administrator/ Operations

I am looking for a position where I can use my 23+ years of experience in supporting portfolio managers and clients in the conduct of investment advisory business.

Tags for this Online Resume: Advent Data System, Axys, performance, GIPS

Financial Specialist

Financial professional with solid, broad-based experience in both performance measurement and risk management of the funds of hedge funds and traditional asset management. Strategic thinker with strong quantitative background and rigorous analytical skills. Proven ability to manage multiple priorities in a fast-paced transaction environment. Excellent communication and coaching skills with detailed knowledge of capital m...

Tags for this Online Resume: Expert in FactSet, PerTrac, Advent, Northfield, Wilshire, Lipper LANA, Russell Performance System, Effron PSN, Vestek Thomson Financial, Bloomberg Financial, Reuters, Morningstar Direct, Microsoft Word, Excel, PowerPoint, Access

Raising Assets, Boston

Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.

Experienced Manager, Writer and Editor with over 10 years experience in Internet, Social Media, Software and Hardware

Extensive technical and operational experience in staff, management and consulting roles. Industries/verticals include Internet (Social Media/Networking, Internet Service Providers), hardware (WiFi/3G/IP Camera) and software development (WiFi/3G/IP Camera, Insurance, Banking). Recognized as an effective and motivational team builder with a consistent track record of improving customer satisfaction, developing strong relatio...

Tags for this Online Resume: Business Analysis, Requirements, Project Management, Knowledge Manager, SharePoint, SDLC


Tags for this Online Resume: RTD, Denver, Fermentation, DasGip, Scale up, Propagation

Featured Profile

Management and sales of intangible financial products.

A uniquely gifted individual who can effectively combine creative, empathic ability with a disciplined will to achieve corporate goals. A natural leader who will produce quality work with an honorable work ethic and a background of success.

Ideal Companies: Investment Banks (Charles Schwab), , Traditional Banks, Savings & Loans

Tags for this Online Resume: superior sales skills, experienced branch management, highly competitive work ethic, extremely comprehensive financial products training, university and law school graduate, investment broker vp, portfolio manager, sucessful original strategic/tactical planning/organizational skills, consistent/continual upward career path and responsibilities, experienced financial products presentation/delivery, trusted fiduciary duties

Financial Analyst - 10 Years of Experience - Near 91776

Over 10 years of analytics, projects management, operations, marketing and creative thinking experience. Skilled in communication, negotiation, and writing. Proficient with MS office and Data Warehouse Applications.

Tags for this Online Resume: Accounting, Financial Analyst, MS Office, Operations, Project Management, Data Analysis, Marketing, Creative Thinking

Chief Financial Officer - 20 Years of Experience - Near 02151

Looking to join a growing company anywhere in the U.S. I am currently a consultant and looking for a long term consulting client or a career oriented position that can utilize my experience to get where they are going today and in the future effectively and efficiently.

Tags for this Online Resume: GAAP, CFO, Analyst, Compliance, AML, GIPS, Hedge Funds, Asset Management

Featured Profile

SALES EXECUTIVE WITH EXPERTISE IN RELATIONSHIP MANAGEMENT, LEADING TO INCREASED REVENUE Extensive skill in sales and business development, driving growth, strengthening infrastructure, and maximizing ROI

Accomplished, results-oriented, and hands-on Business Development Consultant and Sales Leader with 15 years’ experience overseeing complex business requirements and spearheading the attainment of corporate objectives. I focus on the overall client experience, while fostering relationships through leadership and communication. I’m recognized for advancing solutions and collaborating with C-level stakeholders to ensure succes...

Tags for this Online Resume: Relationship Building, Client Engagement, Strategic Planning, Process Improvement, Sales, Business Development, Contract Negotiation

Financial Specialist

Qualifications Profile Goal-driven and highly analytical professional, with solid experience in investment management, asset and fund administration, and banking services, combined with broad knowledge of capital/investment markets, foreign exchange, and commodities. Expert at planning, directing, and coordinating strategic plans and initiatives for service improvement. Consistently recognized for quickly establishing rappo...

Tags for this Online Resume: Customer Service, Investments, ERISA, GIPS, Asset Allocation, Universe, Attribution, Capital markets, Defined Benefit, Defined Contribution, Endowments, Foundations, Chicago, Texas, Colorado

Manager - 20 Years of Experience - Near 02043

SUMMARY Seasoned institutional distribution professional with front-line business support and management experience for asset gathering effort. Expertise established across broad product set (equity, fixed income, property equities, hedge funds) Business Development Manager: Henderson Global Investors (February 2011 - Present) * Supervise team members working on consultant databases, presentations and RFPs * Train instituti...

Tags for this Online Resume: Advertising, Asset Gathering, Business Development, Business Development Manager, Distribution, Equities, Equity, Fixed Income, Inventory, Inventory Control

R&D project Leader - Materials Engineer - 20 Years of Experience - Near 18940

ACCOMPLISHMENTS * Lead the development of numerous market-leading dental alloys, porcelains and composites, including the world's bestselling dental porcelain system with $17M annual sales * Coordinated the development and successful clearance of multiple Class II medical device 510 (k) s. * Developed multiple product validation and verification plans as per Global Innovation Process (GIP) requirements in compliance with IS...

Tags for this Online Resume: nanotechnology, composite materials, alloys, advanced materials, medical device, aerospace, automotive, metallurgy, dental, project leader, project manager, timeline, project planning, 510k, FDA, BSI, cGMP, Troubleshooting, Field Testing, metal matrix composites, ISO testing