Investment Officer Resume Example

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Investment Officer Resume Example (Versión de texto)

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

Puestos de trabajo similares

Contable Tenedor/a de libros Agente de seguros Analista financiero/a Administración Servicios fiscales Auditor/a Gerente de mantenimiento Personal de oficina Recepcionista Asistente personal Asesor/a de inversiones


Currículums afines a: Contabilidad / Finanzas


Cartas de presentación afines a: Analista financiero/a

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