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 is an expert at carrying out specialist detailed research through analysing historical investment performance and financial statements. She is the go-to person when it comes to identifying and targeting groups or individual investors for a specific fund. You can rely on her to take ownership of the client lifecycle processes to ensure an excellent client experience is delivered. At work she has a reputation for driving efficiencies across the investment team in the management of portfolios. In her current role she works as part of a busy team of investment managers who look after a range of discretionary and advisory clients. Through her long career she has worked for various financial institutions such as management funds, Insurance company’s Investment banks and Stockbroking firms. On a personal level she is committed to her own professional development and regularly attends relevant training courses and events. Right now, she would like to join a reputable brokerage that offers a unique opportunity to be part of a professional team that manages a portfolio across both the Private and Public markets.

 

CAREER HISTORY

INVESTMENT MANAGER – Start Date – Present
Employers name – Location
Responsible for identifying the investment opportunities which best fit the investor’s objectives.

Duties;

  • Using proven investment strategies to generate a higher return for a client’s money and to grow their assets.
  • Buying and selling investments after analysing data that indicates it’s time to do so.
  • Working closely with investment analysts to identify opportunities.
  • Attending company, industry and community events to talk about investment options.
  • Maintaining new and existing client relationships.
  • Producing detailed management information to support Executive committees and Investment Committees.
  • Monitoring and wherever possible optimizing existing portfolio investments.
  • Preparing for and responding to regulatory inquiries.
  • Prospecting for new clients.
  • Carrying out due diligence on companies and industries by researching them thoroughly via financial statements, news reports and market data.
  • Giving advice to clients and answering their questions about various financial topics.
  • Building orders and placing deals on behalf of clients.
  • Maintaining a strong relationship between the company’s investment managers and its clients.
  • Keeping client information and records confidential and up to date.
  • Setting up, closing and managing client files whilst ensuring that all information within them is up to date and accurate.

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

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


KEY SKILLS AND COMPETENCIES

Professional

  • Highly IT literate with an ability to quickly learn new trading systems.
  • Flexible attitude to work in response to changing workloads and deadlines within the team.
  • Excellent telephone manner and able to keep a conversation going.
  • Ability to work under pressure whilst maintaining a high level of attention to detail and accuracy.
  • Good understanding of regulatory and compliance matters.
  • Experience of customer relationship management.
  • Able to build a diverse portfolio and network of contacts.

Personal

  • Reliable and enthusiastic individual with a strong sense of integrity.
  • Experience investing across an array of private market assets.
  • Proactive mind-set with ability to thrive in a team.

 

AREAS OF EXPERTISE

Portfolio management
Relationship management
Researching companies
Compliance issues
Banking
Risk analysis

 

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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