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Skills

  • Market trend analysis
  • ERP understanding
  • First Aid/CPR
  • Analytical research
  • Process improvement
  • Due diligence
  • Relationship development
  • Variance analysis
  • Business operations
  • Analyzing performance

Work Experiences

  • Collaborated with department heads.
  • Was in charge of planning, coordinating, and managing initiative projects.
  • Compiled data and analytical results into reports.
  • Examined budgets and devised action plans to address problems.
  • Conducted scenario analysis on proposed investment strategies, helping the sales teams tailor pitches that secured 7 new long-term clients.
  • Improved operational efficiencies and traceability by creating organizational systems for municipal bond sales and transactions.
  • Adjusted sales strategies based on report insights.
  • Answered a high volume of calls and provided above-and-beyond support for sales representatives' various needs in a fast-paced environment.
  • Achieved 21% client retention.
  • Automated the generation of tax and compliance documents.

Summaries

  • Investment Sales Support Specialist and team leader with 2 years of experience in system settings.
  • Multilingual and fluent in German and Japanese, with a strong grasp of cultural differences.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Accomplished in training junior staff on account management best practices, elevating the overall quality of client service, and increasing client satisfaction scores by 34%.
  • Achieved 45% adherence to risk and compliance protocols.
  • Results-oriented Banking and Financial Services professional with workflow optimization, data analysis, and project management strengths.
  • Interpersonal, communication, and critical thinking skills are all important.
  • Proficient in promoting program by leveraging stakeholder engagement and project management knowledge.
  • Process and system have a proven track record.
  • Student pursuing a Banking and Financial Services degree who is eager to contribute developed knowledge in the role of Investment Sales Support Specialist.

Accomplishments

  • Designed and implemented a reconciliation process that improved daily trade matching accuracy and reduced settlement discrepancies by 65%.
  • Played a key role in supporting the sales pitch process through custom report generation, securing 10 new key client accounts resulting in $205,000 in revenue growth.
  • Reduced market response times by implementing a real-time market data feed, aiding sales teams in locking in favorable pricing and securing contracts valued at $106,000.
  • Collaborated with internal teams to generate client-specific investment performance reports, leading to a 38% increase in client satisfaction and retention.
  • Contributed to the redesign of client reporting methods, reducing production time by 30% and increasing overall accuracy.
  • Led a project to integrate CRM software with investment reporting platforms, enhancing visibility into client portfolios and reducing the need for manual data entry by 38%.
  • Analyzed investment opportunities for the support of tailored solutions, playing a key role in achieving 29% year-over-year revenue growth for the sales team.
  • Developed and implemented risk assessment dashboard to flag volatile market conditions, reducing response time for sell-side strategies by 65%.
  • Redefined expense management procedures for portfolio teams, leading to cost savings of $236,000 over 2022.
  • Enhanced team performance tracking by building key performance indicators (KPIs) dashboards, improving transparency and departmental alignment.

Affiliations

  • Participant, 2018-Present, Global Managed Account Summit
  • Attendee, International Fixed Income and Derivatives Forum, 2022
  • Organizer, Private Equity & Investment Management Networking Events, 2015
  • Affiliate in 2015 Finance Leaders Circle at framework
  • Associate Member, Financial Services Roundtable (FSR), Boston
  • Participant, SIFMA Annual Conference, 2017
  • Member, Women in Finance (WIF) Global Network
  • Member, National Association for Business Economics (NABE)
  • Member, CFA Society of Austin
  • Volunteer Coordinator, Raleigh Finance Professionals Mentorship Program

Certifications

  • Anti-Money Laundering Certified Associate (AMLCA)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Certified Fund Specialist (CFS)
  • Claritas Investment Certificate
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Investment Management Certificate (IMC) method
  • Certified Government Financial Manager (CGFM)
  • CompTIA Network+
  • Series 7 – General Securities Representative Exam
  • Certified Treasury Professional (CTP)

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