Maxine Corry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
A proven Analyst who can guide clients toward high-yield, minimal loss investments. Maxine is an expert at producing analytics and market research for the purpose of assessing new investments and strategies. She will provide a high standard of service to investors and can contribute to setting the strategic direction and day-to-day management of a financial department. At the moment she works for ……… as part of a small five-person team responsible for finding answers to pressing problems and creating workable solutions to hurdles. Her speciality is being able to anticipate, identify and address any risks or problems before they occur. Aside from her technical competencies, she is a real team player who has a willingness to cooperate collaboratively with others. As a true professional she regularly challenges herself through training to become better at her job. At this stage of her career, she would like to join an ambitious company where she will have wide exposure to the financial markets and excellent prospects to learn and progress her vocation further.
CAREER HISTORY
INVESTMENT BANKING ANALYST – Start Date – Present
Employers name – Location
Responsible for analysing, underwriting and executing new investment opportunities across national and international markets.
Duties;
- Researching the financial performance of companies.
- Giving views and opinions on what to invest in and why.
- Reporting to investors on company developments.
- Suggesting recommendations for improvement of investment portfolios.
- Articulating analytical findings in a clear and concise manner.
- Moving money from one account of investment to another based on client decisions.
- Meeting with clients to clarify their financial needs and goals.
- Tracking and managing pipelines of new potential investments.
- Researching investment opportunities to discover if they align with the clients needs and goals.
- Responding quickly to requests for information.
- Preparing detailed notes on a potential investments company profile and area of business.
- Liaising with third-party providers such as stockbrokers and regulatory bodies etc.
JOB TITLE – Start Date – End Date
Employers name – Location
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Excellent analytical skills and good understanding of Excel.
- Ability to work effectively as part of a team, but also able to show initiative and work independently.
- Experience of meeting deadlines and long working hours.
- Strong understanding and knowledge of risk management.
- Knowledge of how to raise capital through issuing securities, whether debt or equity.
- Affinity for current events, critical issues, and relevant news.
Personal
- Good inter-personal skills, with a determined and proactive approach.
- Willing to meet others halfway.
AREAS OF EXPERTISE
Life assurance
Pension funds
Wealthy individuals
Making decisions
Bank processes
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
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