投资分析师英文简历范本

时间:2023-05-23 13:17:36 作者:会员上传

  投资分析师也包括很多不同的类别;从产业投资和金融投资的角度可以分为实业投资分析师和金融投资分析师;金融投资分析是可以细分为证券投资分析师、期货投资分析师;而我国目前的实业投资方面的分析师职业仅有投资项目分析师一种。今天范文大全小编要与大家分享:投资分析师的英文简历范本。具体内容如下:

  投资分析师(英文)简历

  strength

  ·comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.

  ·effective leadership and team -buildng.

  ·extremely well organized.

  ·proven customer service skills.

  ·excellent pc skills and defined contribution 401(k)daily processing ,stock ,and mutual fund system logic.

  personal

  name: stella li   gender:female   date of birth:august 23th,1973

  martial status:married    email address:

  tel:(010)67183945-7869    mobile phone:139112167xx

  experience

  1990-1996  xxxx retirement & investment services  plan analyst

  ·processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.

  ·resolved client questions and problems.

  ·interfaced productively with team ,department,field ,and sales personnel.

  ·completed,verified,and mailed all required client reports.

  ·plan year packages,and auditors#39;#39;#39;#39; requests.

  ·processed adps/acps and correction of year-end participant tax information.

  —promoted four times in four years

  —consistently met or exceeded all established standards for timing and accuracy

  —selected as one of first two people to participate in changeover to daily 401(k) processing environment from a monthly processing enviroment ,and quickly adapted to new system

  —chosen to train new hires and other plan analysts transitioning to the daily processing environment

  —served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system

  —served effectively as team leader and account manager for new pilot team concept while maintain own book of business

  education

  xxxx college  bachelor of science, business administration

  awards

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