投資分析師英文簡歷範本

投資分析師也包括很多不同的類別;從產業投資和金融投資的角度可以分為實業投資分析師和金融投資分析師;金融投資分析是可以細分為證券投資分析師、期貨投資分析師;而我國目前的實業投資方面的分析師職業僅有投資項目分析師一種。今天小編要與大家分享:投資分析師的英文簡歷範本。具體內容如下:

投資分析師(英文)簡歷

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

1990-1996xxxx retirement & investment servicesplan 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 collegebachelor of science, business administration

awards