SUMMARY An investment strategist with experience in client portfolio management, asset allocation, macroeconomics, mutual fund due diligence and equity research with a focus on the international markets. Successful history in publishing a daily market overview, a bi-monthly topical paper on the overseas market and the commodity market. Excellent communication skills, public speaking experience and working in a team environment. CORE COMPETENCIES Analytical Skills and Due Diligence Talent Development and Cross Functional Development Communication Skills Client Interactions, Public Speaking and Teaching Risk Management and Operation Management. TECHNICAL SKILL SETS Financial Softwares FactSet Universal Screening, Portfolio Analysis, Economic Analysis, Wealthscope, Company Explorer, SPAR. Bloomberg FirstRate Advisor Performance System MorningStar Direct Microsoft Office Suite Intermediate User.read more ...read less ...
job openings
A Href Eduadrian-college-20476 Adrian Collegea
Assistant Vp
Investment Strategy Analyst At Fifth Third Bank
Portfolio Manager At Fifth Third Bank
Series 7 Senior General Securities Representative At Morgan Stanley And Merrill Lynch
Series 24 General Securities Principal Representative At Huntington National Bank
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