We provide IT Staff Augmentation Services!

Investment Finance Resume

4.00/5 (Submit Your Rating)

Piscataway, NJ

Hire Now

SUMMARY

Highly organized and motivated business professional with five years of experience in fund accounting, trade settlement, with an in-depth understanding of various financial instruments; reconciliation and valuation; risk analysis, project management and relationship management.

SKILLS

  • Excellent analytical, project management and problem-solving skills
  • Detail-oriented, yet able to see the big picture and provide strategic perspective
  • Advanced knowledge of MS Office: Word, Excel, Access, PowerPoint; SQL, Lawson, Askari, Bloomberg
  • International exposure - experience in the US, Canadian and Global Markets operations
  • Able to work independently, as well as part of a team, under tight deadlines
  • Strong verbal and written communication skills
  • Fluent in English and Russian, basic French

WORK EXPERIENCE

Confidential, Toronto, Ontario, Canada Oct 2006 - Nov 2011
Risk Analyst, Team Lead (Dec 2010 - Nov 2011)
Investment Finance, Risk Analytics

  • Risk Production Team Lead in valuation and validation of the daily risk level of the fund's $110Bln assets
  • Coordinated team's resources and assisted manager in reviewing daily and weekly tasks
  • Used various programs and tools to calculate and validate market and credit risk
  • Analyzed effectiveness of different instruments for hedging
  • Identified and resolved errors within the Risk Production Environment
  • Conducted data analysis and quantification of risk exposures using ETL and VaR
  • Worked with portfolio managers to model portfolio risk and risk reporting enhancements

Senior Investment Finance Specialist (Feb 2010 - Dec 2010)
Investment Finance, Public Equities

  • Worked closely with the developers in testing and implementation of SimCorp Dimension
  • Evaluated financial statements of private subsidiaries and performed annual valuations
  • Led the reconciliation automation project by working with the IT and external brokers
  • Assisted the Manager and Director in building tools to better track expenses and build forecasting methods to estimate future fees and expenses
  • Trained and supervised intern's various tasks and provided feedback upon term completion
  • Helped management identify deficiencies within the team and worked closely to improve the processes

Investment Finance Specialist (Jan 2008 - Feb 2010)
Investment Finance, Public Equities

  • Significant involvement in various projects and initiatives within Public Equities, Fixed Income, Derivatives, Real Estate and Compliance
  • Followed up on discrepancies to ensure correct resolution in conjunction with internal controls
  • Daily reconciliation of short sales positions and market trades, and calculation of P&L
  • Performed monthly portfolio asset and cash reconciliation
  • Worked with the trading desk to review and resolve any discrepancies to facilitate market trade settlements

Project Analyst (Oct 2006 - Dec 2007)
Client Services, Pension Administration

  • Worked on the pension entitlement verification project
  • Responsible for reviewing and processing complex, defined pension benefit transactions
  • Built Excel tools and macros to handle data, and prepared charts and reports
  • Summarized weekly reports on project progress and facilitated meetings with the project management

Sergeant, Instructor/Detachment Commander Feb 1998 - Oct 2006
Confidential, Toronto, Ontario, Canada

  • Instructed over 20 courses and conducted effective in-class and practical training
  • Developed and mentored subordinates and regularly assessed performance
  • Commanded detachments of ten to 30 soldiers in garrison and in the field under high levels of stress

EDUCATION

Honors Bachelor of Science
Specialist in Economics (Quantitative Methods) and Finance

PROFESSIONAL DEVELOPMENT

  • CMA (Certified Management Accountant) In progress
  • Strategic Leadership Program Mar 2012
  • Credit Derivatives and Structured Credit Products June 2011
  • Advanced Excel Techniques, The Marquee Group Apr 2010
  • Financial Modeling and Analysis in Excel, The Marquee Group Feb 2008
  • CSC (Canadian Securities Course) May 2006

RESEARCH EXPERIENCE

Confidential, Jan 2005 - Apr 2005
"Risk Management Practice by the Ontario Financing Authority"

  • Analyzed risk management techniques utilized by OFA
  • Conducted identification and quantification of financial risks
  • Examined use of derivative securities for financial risk management

MILITARY ACHIEVEMENTS AND AWARDS

  • Top Candidate on the Artillery Detachment Commander's Course Aug 2004
  • Commanding Officer's Commendation, in recognition of Exemplary Service June 2003

EMPLOYMENT ELIGIBILITY

Legally authorized to work in the United States and in Canada

Hire Now
Report an issue

We'd love your feedback!

Privacy Policy
Resume Categories
Client Services
Job Seekers
Visa Sponsorship