Investment Assistant Resume

Posted in Assistant Resume Examples

Michael Archer

5327 N Barranca Ave

San Francisco, CA, 94158



Objective Seeking a position as Investment Assistant where extensive experience and superior organization skills will be fully utilized.

Summary of Skills:

  • Extensive knowledge of Investment, Market and Insurance
  • Good understanding of financial markets
  • Ability to collate and create summarized reports from various data sources
  • Ability to compile and generate various sales and marketing reports
  • Ability to work quickly and accurately under time constraints is essential
  • Sound knowledge of relationship management

Work Experience:

Investment Assistant

JPMorgan Chase, San Francisco, CA

August 2005 to till date

  • Assisted Investment Advisors to initiate sales activities, during peak time.
  • Edited and updated quarterly Performance Reports.
  • Collected, entered and reconciled data in Bond and Equity Portfolio Analysis systems.
  • Worked within delegated authority and standard department guidelines.
  • Handled day-to-day client calls, answered questions.
  • Resolved client problems and escalated beyond specified authority.

Investment Assistant

Adecco, San Francisco, CA

May 2000 to July 2005

  • Performed and monitored account trades within delegated authority.
  • Completed paperwork for client account transactions from start to finish.
  • Updated and maintained ACT database regarding client information and financial activity.


Associate degree in Finance

Duke University, Durham, NC

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