999 Main Street
999-999-999
email@gmail.com

KEVIN MORRIS

OBJECTIVE:

To provide exceptional customer service for a global financial leader and take on tasks and projects that will enhance the customer relationship.

SUMMARY OF QUALIFICATIONS:

• Broad experience in investment analysis, insurance and retail merchandising.
• Extensive Cash Flow Management, General Ledger, Trade Reconciliation and Settlement.
• Extensive experience with software programs including Excel, Word, Access, PowerPoint, Fiserv, Check free APL, Morning star, Client Manager, Naviplan.
• Strong interpersonal skills.
• Excellent communication and analytical skills.

WORK EXPERIENCE:

MANAGER – INVESTMENT ANALYSIS AUGUST 2009-MAR 2010
ABC INC., ANY TOWN, NY

• Managed critical functions in the operation of a $500 million Fund which included preparing a weekly allocation, lining up trades based on cash availability and varying settlement cycles of underlying funds, trade orders and overseeing its completion.
• Calculated and reported risk data on fund products highlighting specific data such as VaR, tracking error, and beta. Extended fund analysis and investigation when risk data fell outside predetermined constraints.
• Acted as point-of-contact for ad hoc projects ranging from client performance requests, MPT analytics for RFP’s, research using Morning star and Bloom berg, trouble-shooting, provided inputs for fund prospectus updates and Board materials. Directed how specific information should be reported in investor-related material.
• Led the ongoing due diligence of Mutual funds. Wrote detailed minutes of conference calls with sub-advisors and produced recommendations.
• Prepared complete set of materials for review meetings. Presented Mutual Fund performance visuals containing fund performance versus respective benchmark & peer average on multiple time horizons, and attribution analysis.
• Performed continuous data quality controls, cross checking, validations, and application functionality checks. Root cause analysis when outputs weren’t yielding anticipated results.
• Extensive work with IT in process improvement, application research, and data vendor solutions. Developed process flows and system requirements when enhancements were requested.
• Facilitated getting new fund products set up on databases thereby significantly enhancing their exposure to new clients.
• Built strong working relationships with colleagues and fund sub advisors.

INVESTMENT ANALYST March 2009- June 2009
XYZ CORP., ANY TOWN, NY

• Conduct sophisticated multi-step investment manager searches.
• Manager search process includes quantitative screening (alpha, tracking error), qualitative screening (people, process, philosophy) and interviews with investment management staff.
• Monitor existing investment managers through both telephone and on-site interviews to ensure their strategy remains appropriate for client needs and objectives.
• Develop investment policy statements tailored to individual client needs.
• Conduct portfolio optimizations on both existing and proposed asset allocations using mean variance analysis and modern portfolio theory techniques.

INVESTMENT ANALYST July 2006-December 2008
BCD INC., ANY TOWN, NY

• Developed trading strategies utilizing various methodologies applying technical indicators. Established Optimization & Back-testing Procedures for trading programs. Defined trading times and analyzed various time frames for each futures product, reducing susceptibility to market manipulation or undue volatility. Set ranges and increments for multiple inputs making optimizations most proficient. Significant history established for optimizations, allowing for sufficient statistical data collection. Evaluations of Performance Summary Key Items target strategy capabilities and risk assessment.
• Generated Manual Trading Methodology.

EDUCATION:

• MBA, University of California, Irvine, And Expected Graduation Date August 2006.
• BSB in Accounting, Rutgers State University, New Brunswick, January 2004.

Click to download the Investment Analyst Resume Sample One in PDF.

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