Career Objective
Seeking a challenging and rewarding position with a financial service company engaged in managing mutual funds and other investments.
Skills Summary
Cognizant with all laws, regulations, and standard operating procedures related to the financial world
Excellent integrity, interpersonal, and time management skills
Fine team player, diplomacy, organization, professional management, and diplomacy
Course work, internship, and relevant training in financial management
Computer Skills: Basic, Lotus 1 2 3, WordPerfect, d-Base III
Employment Highlights
Finance Manager with Secura Investments, New York, NY from 2001 till date, where the responsibilities involve:
Making arrangements for medium and long term finance for new companies and those established companies seeking to expand or diversify their business
Managing the portfolios of retail clients
Advising investor clients with mutual funds
Assistant Finance Manager with InvestMart Investments Inc., New York, NY from 1998 to 20XX, where the responsibilities involved:
Understanding the requirements of retail clients and advising them on the appropriate course of investment
Managing the portfolios of retail as well as major client investors
Some experience with dealings of the secondary market
Intern Finance Manager with Major Finance Corporation, New York, NY during 1997 - 98 where I learned all the fundamentals of regulations and operations of stock market and the interpersonal skills needed to deal with investors
Educational Qualifications
Bachelor in Business Administration from the New York University, NY in 1995
Master in Business Administration from the New York University, NY in 1997
Finance Course Work and Training:
Corporation Finance
Investment Strategies
Stock Market Fundamentals
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