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Online Resumes with "mutual fund companies"
Business Systems Analyst - Team member involvement in project planning and implementation. Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems. Reconcile and pay mutual fund dividends, plan administration, revenue sharing, networking, and 12b1 fees, to include balancing these...
Ideal Companies: Financial Services
Tags for this Online Resume: Series 7
I have great organizational skills, good communicater, resourceful, and helpful. I can adapt to change easily.
An opportunity to apply my strong financial and risk analytical skills to help a company better understand its current and future financial situation, and to arrive at and manage the decisions needed to allow for sustained future growth.
Ideal Companies: Top tier institutional and/or mutual fund company
Tags for this Online Resume: Financial Advisor
Results-oriented, detailed professional with comprehensive financial analysis and accounting experience and knowledge.
I am enthusiastic about securing a flexible position that utilizes my previous experience, while being challenged in a new environment.
Motivated, dedicated, solutions-driven, and analytical financial services professional with 11 years’ combined experience in operations, compliance and sales, coupled with 3 years’ experience working in the National Financial Services’ clearing firm environment. Detail-oriented and organized with a strong customer service orientation. Effective in establishing and maintaining business relationships to ensure compliance and...
Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills
Looking to secure a position as a National Account Manager with a major asset management firm, mutual fund company or annuity carrier. I am an accomplished Financial Services professional with over twenty years of industry experience. I am a committed team player that has an extensive background in annuities, managed accounts and mutual funds. My versatility and demonstrated success across all distribution channels make me...
Tags for this Online Resume: Series 7
I'm looking for a position that will enable me to leverage my experience as an equity research associate. Responsibilities should include financial modeling, economic and industry research, financial statement analysis, etc.
I am looking to join a company with potential to grow and a supportive work environment allowing growth within company.
Resourceful, creative, loyal exceptional interpersonal skills. client centric, continous improvement
I am an operations, process improvement, strategy, and technology implementation leader with experience in the financial services and insurance industry. I have focused my career around connecting customers and companies, whether through improved operational processes or creation and implementation of customer facing technology. I strive for positive outcomes for both parties in the form or improved revenues and profits a...