Investment Strategist Resume

When writing a Investment Strategist Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

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Here is the Investment Strategist Resume example:

John Jordan

877 Butternut Lane

Oblong, IL 62449

(555)-555-5555

[email]

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.

Education

Bachelor’s Degree in Finance

Charleston Southern University, Charleston, SC