Investment Specialist Trainee Resume Rolling Meadows, IL - Hire IT People

SUMMARY:

Emerging professional with related experience and in finance. Extensive knowledge of tax and investment strategies, as well as real estate operations/market status. Organized self - starter with strong analytical skills, math skills, abilities of performing under pressure, team player and multi-tasking projects. Communicative and personable, A-player, will learn and adapt quickly, follow direction with poise and professionalism.

AREAS OF EXPERTISE:

Financial Forecast & Analysis
Property Evaluation
Customer Service
Project Participation
Data Analytics
Microsoft Dynamics
MS Office Suite
Process Management
SQL Tools

EXPERIENCE HIGHLIGHTS:

Confidential, Rolling Meadows, IL

Investment Specialist Trainee

Responsibilities:

Utilize data collected for residential and commercial properties.
Perform analysis and drive research to create assessments and evaluation reports.
Interact with clients communicating developments on requested properties.
Create trend analysis reports by monitoring financial news and real estate markets.
Partner with management team to obtain financial performance reviews.
Provided embedded excel tables to expedite property evaluation.
Coordinated activity on complex properties, land, and commercial deals, resulting in two merit increases within the first six months of employment.

Confidential, Conway, SC

Finance Tutor

Responsibilities:

Tutored classes in investment analysis, corporate finance, MBA level finance, projects in finance and management classes.
Saw increase in student grades after they were assisted with exam preparation, understanding key concepts and formulas.
Instructed approximately 20 students and assisted in other tutoring sessions when needed.

Confidential, Myrtle Beach, SC

Finance Summer Intern

Responsibilities:

Assisted the Finance (business license) and Accounts Payable Department of city hall, assisting with the daily operations. Managed records, filed paperwork, scanned documents.
Oversaw organization of financial records, uploading key information into the database.
Supervised business license applications by expediting administrative functions.

Confidential, Myrtle Beach, SC

Marketing Director

Responsibilities:

Coordinated activities to develop sales and advertising campaigns, generate awareness, and drive professional traffic.
Met with local hotels, resorts, and vacation rental companies to build relationships.
Analyzed various opportunities for promotions and presented recommendations to the management team.
Built customer relations and managed complaint resolution.
Analyzed the return on the investment (ROI) for promotional opportunities.
Implemented an effective marketing plan that increased sales by 22% by engaging with key clients, aiding sales representatives, negotiating, and closing large group deals.
Developed partnerships with over 12 large vacation rental companies, increasing sales traffic by over 17%.
Instituted a discount perk for guests who posted a picture and mentioned restaurant on social networks.
Established the concept of a Partner’s Program, generating a 15% increase in sales volume.
Implemented a five-to-one ROI target ratio for new promotions.

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Investment Specialist Trainee Resume

Rolling Meadows, IL

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