Investment Officer Resume Example (Text version)
Email address: email@example.com
Phone number: 555-555-555
Performance-driven and knowledgeable Investment Officer with a track record of extraordinary results in developing new investment platforms, conducting portfolio proposals, and performing financial market research. Chartered Financial Analyst with strong attention to detail and accuracy. Great communicator offering a deep passion for Economics, extensive knowledge of financial markets, well-developed critical thinking skills, and important ability to work and perform well under pressure.
06/2016 - 06/2019, Investment Officer, Mercer Advisors, Ltd., Denver, CO, United States
- Provided professional support to multiple finance directors and worked on the development of a new investment platform in order to maximize returns and minimize expenses.
- Conducted portfolio proposals, implemented new data-driven optimization models, and monitored the performance of the investments.
- Reviewed and analyzed portfolios, maintained confidential documents and records, and pro-actively participated in all investment operations.
- Assisted in strategic asset allocation, built and maintained professional relationships with clients and business partners, and performed financial market research.
- Awarded Employee of the Month for constantly achieving great results and increasing the client satisfaction with the company's services from 85% to 98% within 3 years.
09/2012 - 05/2016, Accounting & Finance, Providence College, Providence, RI, United States
GPA: 4.0 (Top 1% of the Program)
The 2015 Academic Excellence Award winner
Clubs and Societies: Economics Society, FinTech Society, Table Tennis Club
09/2010 - 05/2012, IB Diploma Program, International School of Central Switzerland, Cham, Switzerland
Graduated with Distinction (Grade 1 - A/excellent equivalent in all 6 subjects)
The 2012 Best Graduate Award winner
Activities: Fitness Club, Golf Club, Math Society
Investment Account Manager
SigFig, Quicken Premier 2019
Ability to Work under Pressure
09/2010 - 05/2012, Class Treasurer, International School of Central Switzerland, Cham, Switzerland
02/2019, Chartered Financial Analyst, CFA Institute
Exploring distant lands
Getting lost in a good book
Every kind of sport