Investment Strategist Resume

John Jordan

877 Butternut Lane

Oblong, IL 62449



Job Objective Seeking opportunity to work as Investment Strategist.

Highlights of Qualifications:

  • Wide experience in developing and implementing investment strategy
  • Profound knowledge of capital markets
  • Sound knowledge of retirement and pension programs
  • Familiarity with mutual and institutional funds
  • Proficient with Zephyr, Bloomberg, Ibbotson, Morningstar and database management tools
  • Wide knowledge of fixed income research, wealth management
  • Good understanding of fixed income markets and portfolios
  • Ability to work well with customers
  • Ability to oversee investment portfolio management
  • Ability to provide wealth management advises

Professional Experience:

Investment Strategist

Bank Of America, Oblong, IL

August 2007 – Present

  • Proposed asset allocation and investment ideas to clients.
  • Worked with Financial Advisors to develop client presentations on economic outlook.
  • Developed investment strategies to meet clients’ financial objectives.
  • Reviewed available investment options and proposed additional investment options for company.
  • Performed rebalancing of composite funds on periodic basis.
  • Defined investment policy statements for clients.
  • Assisted in cross-selling financial services.
  • Provided trainings to Investment Analysts as needed.

Investment Strategist

Regions Financial Corporation, Oblong, IL

May 2004 – July 2007

  • Proposed asset allocation strategies for clients.
  • Provided non-traditional asset model recommendations to financial committee.
  • Worked effectively with Investment Solutions Group and Portfolio Management Group.
  • Provided advice to clients on investment management techniques.
  • Assisted in employee training, performance appraisals, promotions and termination activities.
  • Assigned work to team members and enforced organizational policies.
  • Participated in public speaking engagements.
  • Identified new business opportunities with clients.


Bachelor’s Degree in Finance

Charleston Southern University, Charleston, SC

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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