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

Maxine has a proven track record in making profitable investments and delivering superior results across traditional and alternative assets. She can give financial advice and service to both private and corporate clients on a range of investment matters. You can rely on her to make decisions calmly and rationally by logically evaluating complex financial information. At the moment she works for a leading investment management company that has responsibility for over £10 Billion of client’s assets. Hers is a high visibility role in which she has a reputation for working closely with colleagues to get things done and hit targets. Through her career she has learnt how to accurately assess the financial value of goods, buildings, and services. As a true professional she has detailed knowledge of all relevant statutory, legal, regulatory and corporate governance issues. On a personal level she is competitive and ambitious by nature, traits which allow her to overcome obstacles to get the desired outcomes. Right now, she would like to join a reputable company that offers a comprehensive remuneration and benefits package to the successful applicant.

 

CAREER HISTORY

INVESTMENT MANAGER – Start Date – Present
Employers name – Location
Responsible for providing a high quality, professional investment management service to a select group of private clients.

Duties;

  • Looking after a growing book of high-net-worth clients.
  • Buying and selling investment trusts, shares and bonds.
  • Assisting in the ongoing management of existing investments.
  • Assessing and interpreting complicated financial information, statistics and news.
  • Building productive relationships with Investors, other fund managers and key stakeholders.
  • Preparing investment memoranda for stakeholders.
  • Determining acceptable risk levels for clients.
  • Engaging with intermediaries, bankers, board directors, lawyers, and decision makers.
  • Analysing companies and maintaining up-to-date research notes on them.
  • Reading financial briefings written by industry professionals.
  • Negotiating and then entering into an agreement with investors before undertaking investment activities on behalf of them.
  • Monitoring and answering adviser queries with information and reports as required.
  • Assisting with the administration of portfolios and client records.
  • Hiring, supervising, training and evaluating assigned staff.
  • Communicating directly with clients, and intermediaries such as solicitors and accountants.
  • Devising investment and divestment strategies.
  • Conducting industry research and preparing reports and market commentaries for stakeholders.

JOB TITLE – Start Date – End Date
Employers name – Location

JOB TITLE – Start Date – End Date
Employers name – Location


KEY SKILLS AND COMPETENCIES

Professional

  • Preparing written investment proposals.
  • Sound understanding of financial instruments and their impact on portfolios.
  • Handling client queries in an articulate and tactful manner.
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
  • Have a long list of relevant professional qualifications.
  • Knowledge of portfolio monitoring, performance measurement, transaction settlement and client reporting.
  • Experience of managing operational risk and implementing control solutions.
  • Demonstrated track record of excellence in academic, professional, and personal endeavours.

Personal

  • Curious mind with advanced critical thinking skills.
  • Not afraid to make difficult decisions.
  • Willingness to learn and support others.
  • Hard working and willing to do overtime when needed.
  • Can sit in front of a computer screen for hours at a time and remain focused.

 

AREAS OF EXPERTISE

Investment strategies

Fund investments
Gathering information
Hedge funds
Decision making
Wealth management
Public equity

 

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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