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
An entrepreneurial individual who has an in-depth understanding of the workings of the stock market, financial institutions and investment operations. Maxine is naturally efficient and organised person who is competent at working to deadlines. She is a superb communicator who finds it easy to create relationships with and gain the confidence of key clients. As a good manager she can influence and work through others to get things done. Her key strength is her ability to achieve objectives and outcomes by monitoring staff performance and addressing poor performers. In her current role she works closely with clients to get a unique understanding of their specific needs and then creates a detailed investment strategy for them. Over the years she has become a trusted adviser to many wealthy people. Aside from her managerial competencies, she is not afraid to take the initiative and make things happen when there is no clearly defined or well-trodden path. At this stage of her career, she would like to join a company that prides itself on its entrepreneurial spirit and welcomes the successful applicant to do the same.
CAREER HISTORY
INVESTMENT MANAGER – Start Date – Present
Employers name – Location
Responsible for evaluating and managing investments so as to assist senior team members in making investment decisions.
Duties;
- Helping clients invest their money in the most profitable places.
- Assisting in the preparation and dispatch of reports, presentations, and valuations.
- Replying promptly to email and telephone enquiries.
- Keeping up-to-date about the economy, current financial news and financial markets.
- Reviewing different company financial reports to determine their competitive performance.
- Monitoring the daily fluctuations of share prices and asset values.
- Meeting face to face with investors to determine their investment goals and discuss investment strategies.
- Reading the financial press regularly and keeping abreast of global investment themes.
- Attending quarterly governance meetings where appropriate.
- Ensuring that all compliance regulations are met.
- Identifying differentiated investment opportunities across capital structures and asset classes.
- Setting and monitoring complex investment mandates.
- Dealing with administration side of things and trying to identify ways of improving its efficiency.
- Building sophisticated financial models and valuation techniques.
- Taking the lead on anti-fraud incidents that arise.
- Assisting in the development and mentorship of junior members of staff.
JOB TITLE – Start Date – End Date
Employers name – Location
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Understanding the needs of clients, shareholder and senior managers.
- Competent at working to deadlines and managing time.
- Providing a high standard of administrative support to others.
- Highly numerical and analytical mind.
- Detailed understanding of capital markets.
- Able to prioritise own workload and to see a task through from start to finish
- Ability to multitask and adapt to new challenges.
- Excellent time and project management skills.
- Strong business and investment acumen.
Personal
- Natural curiosity for learning and seeking exposure to new concepts.
- Exceptional focus and attention to detail even in an environment of constant distractions.
- Creating a network to source and access proprietary deals.
AREAS OF EXPERTISE
Financial modelling
Co-investment
Direct investment
Customer service
Contract negotiations
Investment management
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
Asset Manager CV template
Investment banking CV template
Investment Analyst CV template
Bank Manager CV template
Stockbroker CV template
More CV templates
CV templates