Investment Officer Resume

Posted in Officer Resume Examples

Matthew Hernandez
3 Aspen Court
Boston, MA2115
(123)-411-6282
[email]

Job Objective To secure an Investment Officer position to help contribute to the growth of the organization and help increase cliental.

Summary of Qualifications:

  • Huge experience with real estate investments
  • Deep knowledge of the legal, tax, investment and fiduciary administration
  • In-depth knowledge of global capital markets and macroeconomic issues affecting investments
  • Solid understanding of laws governing life insurance companies and Investment Advisors
  • Proficient with MS Word, Excel, PowerPoint, and Microsoft Outlook
  • Strong project management and organizational skills
  • Excellent verbal and written communications skills
  • Amazing ability to think conceptually and logically
  • Outstanding ability to promoting services and generating prospects

Work Experience:

Investment Officer, August 2005 – Present
Sovereign Bank, Boston, MA

  • Collected, verified, and analyzed information about potential and existing investments.
  • Performed due diligence for projects at every phase of prospect development.
  • Provided recommendations to compliance, improvement, and environmental monitoring systems.
  • Established key operational indicators for each organization and project.
  • Prepared Investment Proposals to be presented to and considered by the Credit Committee.
  • Submit additional reports about operations, according to the needs of the Lending Team.

Investment Officer, May 2000 – July 2005
Enterprise Business Partners, Boston, MA

  • Structured and carried out research analyses related to investment process, products and investment performance.
  • Supervised and guided personnel concerning the application of quantitative techniques and investment theory.
  • Designed exhibition to provide prospective clients and consultants.
  • Prepared and published papers for both academic and popular journals.
  • Supported and trained teams in sales, client and consultant servicing.

Education

Bachelor’s Degree in Finance, Northwestern Health Sciences University, Bloomington, MN


Create your own professional looking resume for free using our resume builder!