JOB CANDIDATE JOB, CFA
4224 Main Dr. East • Palos Verdes, CA 11111 • (310) 555-8258 • (310) 555-2702 • firstname.lastname@example.org
SUMMARY: Highly talented and accomplished Investment Analyst professional with extensive experience in fixed income products, quantitative marketing and analysis, and portfolio management. Certified Financial Analyst with proven ability to produce improvements to services and increase revenue production. Extensive background in financial analysis, portfolio management, and trading. Highly adept at planning and conducting research, compiling and analyzing data, and preparing detailed reports and recommendations. Ability to develop and implement policies and procedures, process enhancements, and business strategies. Outstanding client relations, presentation, and communication skills. Strong technology background. Multiple certifications. PROFESSIONAL BACKGROUND: Net Asset Management, Los Angeles, CA 2001 – Present Vice President, Investments Developed and tested wrap mutual fund investment processes, managed five wrap mutual fund portfolios, on track to produce $1 million in additional revenue for this start-up financial management firm. Oversaw due diligence of 20 account managers and 60 equity / fixed income portfolios. Designed and implemented security classifier, asset allocation, and wealth forecasting tools that allowed company to offer these services to clients at prices lower than competitors. Created tools to link portfolio return and characteristic data to graphic presentations, resulting in ability to complete equity and fixed income performance and style analysis reports three weeks ahead of schedule. Conducted research and analysis of competitor investment products. Prepared and delivered reports that provided data necessary for company to develop investment products and win business from competitors.
Electronic Trading Group, New York, NY 1997 – 2001 Equity Trader Conducted analyses of market activity, charted patterns, and developed highly effective exit discipline. Traded more than $500 million of