Investment Officer Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Investment Officer Resume Example (Full Text Version)

Ryan Hurni

Email address: hello@kickresume.com

Phone number: 555-555-555

Profile

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.

Work experience

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.

Education

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

Skills

Languages

German

English

Spanish

Computer Skills

Microsoft Office

Investment Account Manager

SigFig, Quicken Premier 2019

Optuma, TC2000

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Critical Thinking

Multitasking

Problem-solving

Teamwork

Time Management

Volunteering

09/2010 - 05/2012, Class Treasurer, International School of Central Switzerland, Cham, Switzerland

Certificates

02/2019, Chartered Financial Analyst, CFA Institute

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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