5Investment banker resume examples found
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Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management, custodial, trust, and brokerage accounts, and retirement and 401K planning.
Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.
Multifaceted banking role requiring quick wit paired with customer relations skills to provide customers with comprehensive services whilst facilitating their financial goals.
Multifaceted role encompassing analytical, research and relations skills to efficiently harness and evaluate insights from various sources to develop a clear picture of the financial market.
Complex and challenging role requiring close coordination with clients, associates and analysts to drive workflows that aid the attainment of defined financial goals.
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