Investment Assistant Resume Examples

Investment Assistants provide support to assigned financial consultants in order to achieve the following objectives: maximizing revenue, solving client service requests, offering investment advice, preparing audits, implementing marketing activities, cultivating client relationships, organizing client seminars, and providing sales activity reporting. Resume samples for Investment Assistant should mention job qualifications like financial expertise, customer service, effective communication, reporting, organizational skills, problem-solving, and decision-making. Our collection of Investment Assistant resumes makes display of degrees in finance or economics.

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Investment Assistant Resume Samples

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Candidate Info

4

years in workforce

2

years at this job

BA

Business English

MBA

Finance

MBA

Finance

Investment Assistant

Assisted with the successful setup of Ping’An Ventures; built relationships with limited partners.
Contributed to startup investment process including deal sourcing, industry research, management interview and due diligence on potential targets in the fields of consumer business, TMT, healthcare and etc.
Coordinated and communicated with Investment Committee; prepared investment committee materials.

Candidate Info

2

years in workforce

6

months at this job

BA

Business Administration-finance

Real Estate Broker and Investment Assistant

Generated real estate trends and detailed market analysis by using Matrix and TractionDesk
Prepared around 70 relative legal documents for clients and materials reviewing, such as purchase & sales
Liaised relationships between the seller, escrow, agents, and third parties
Monitored the whole process of the real estate transactions

Candidate Info

3

years in workforce

8

months at this job

BS

Electrical And Electronic Engineering

BA

Mathematics

Investment Assistant Intern

Industry Researching for Enterprise video market, Marijuana testing equipment market and Gas delivery market.
Organized LDVP conference with China Investment Corporation for the industry survey and analysis of pre-investment.
Investigated and interviewed startups for gas delivered in Bay Area, Houston, Los Angeles.
Investigated and interviewed startups for Enterprise video market.

Candidate Info

4

years in workforce

2

years at this job

BS

Marketing

Investment Assistant - Futures and Options Group

Provided trading support: daily updates of Portfolio Protection (Protection), Tactical Asset Allocation (TAA) and static hedge worksheets
Weekly updates into Online Portfolio Analytics (OPAL) system
Maintained profiles for TAA and Protection accounts in OPAL
Prepared and distributed weekly, monthly and quarterly client reports
Updated quarterly TAA marketing materials and quarterly Protection client marketing books
Maintained performance files (updated monthly)
Prepared monthly asset allocation histogram

Candidate Info

9

months in workforce

6

months at this job

Operations Research

Materials Science And Engineering

Private-equity Investment Assistant

Assisted project manager to do preliminary investigation and value analysis of investment project
Wrote the research report and analyzed the investment projects
Collected and sorted data of investment projects after investments.

Candidate Info

24

years in workforce

7

years at this job

Trust Investment Assistant

Prepared and assisted in the thorough review of trust account assets and liabilities for regulatory purposes.
Created charts, graphs, spreadsheets and documents for client presentations and new business development.
Worked with various brokers to execute stock and fixed income trades.
Directed and assisted in the settlement of cash management, certificate of deposit and mutual fund trades.
Produced reports to analyze proper asset allocation at an account level.
Prepared reports for internal overview of stocks, mutual funds and fixed income instruments.
Ensured assets and liabilities were properly coded on Trust accounting system for internal auditing purposes.
Reviewed and prepared investment research from multiple sources to assist Portfolio Managers and clients in their decision-making processes.
Reviewed and summarized corporate actions to assist Portfolio Manager and clients in their decision-making processes.
Act as liaison between Trust Investments, Trust Operations, Trust Administration and Private Banking units.

Candidate Info

8

years in workforce

7

months at this job

AS

Human Services

BA

Finance

Investment Assistant

Engage with members and prospective clients to accurately assess financial needs, identify solutions and present appropriate investment recommendations to clients.
Initiate and conduct business development both internally and externally
Facilitate the development and delivery of education sessions for members, the public, and employees.
Utilize contact management software program to manage client and prospect relationships.
Collaborate with the Financial Advisor and the Marketing department to develop marketing strategies to promote the program.
Preform administrative tasks and account servicing, such as maintaining records, opening new accounts, performing annual client reviews.
Partner with credit union management to establish annual goals.
Monitor competitors for changing trends in the industry, recommend and implement strategies to adapt to changes.

Candidate Info

4

years in workforce

2

years at this job

Business

Administrative Investment Assistant

Assist financial advisors with daily tasks, projects & requests
Set up new IRA, Roth, HSA and brokerage accounts
Answer and direct phone calls on a multi-line system
Process contributions, distributions, transfers and rollovers
Secure sensitive information and large amounts of money on a daily basis
Key holder

Candidate Info

25

years in workforce

3

years at this job

HS

High School Diploma

BA

Business Management

Investment Assistant

Manage calendars and set appointments.
Human Resource for Office.
Accounts receivables and payables for the office.
Event Coordinator
Social Media
Compliance

Candidate Info

3

years in workforce

2

years at this job

BA

Marketing

Real Estate Investment Assistant

Create and file invoices for weekly drop-off to bookkeeper.
Plan and coordinate contractors work schedules during construction.
Act as a liaison between upper management and workers.

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