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姓名：JESSICA
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| 年龄：30 性别：女 |
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| 学历：学士 婚姻状况：未婚 |
| 工作经验：1-3年 |
| 国籍：美国 目前所在地：国外 |
| 申请时间：2014-05 |
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 附加说明 |
CREDIT SUISSE, Zurich, Switzerland Summer 2012
MBA Summer Associate – Private Bank, UK Desk
• Attended client meetings to present research and recommendations of investments indicated to be of interest by the client.
• Built thematic investment portfolios (sustainable, energy focused, real estate, regional, etc.) for HNW clients, performed due
diligence on alternative investments and presented the banks recommendations to clients.
• Developed a personal value proposition to identify prospective clients within niche demographics as a Private Banker.
• Proposed and then constructed an internal audit platform that accurately tracks the compliance gaps of UK clients with offshore
Swiss accounts. The platform has been incorporated into the daily business of the UK desk in Switzerland.
INDEPENDENT CONSULTANT – Financial Services, New York City, USA 2008 – 2010
• Financial controller and reporting: Reported sales revenues. Met with Internal and external stakeholders to review P&L
analysis and discuss the impact of currency inflation on sales reports whilst constructing Excel based databases.
• Collaborated with Sales Associates to customize the financial reporting of current positions with various clients.
• Utilized my network of professionals to work consistently on consulting projects whilst increasing my salary during a recession.
DEUTSCHE BANK, New York City, USA 2008 – 2008
Portfolio Management Associate
• Monitored the Mark to Market (MTM) performance of various assets contained within High-Net-Worth Client portfolios.
• Delegated monetary transactions and client requests to the back office team of external Associates.
• Constructed analytical presentations to market the banks products & services to prospective or existing clients.
BANK OF NEW YORK MELLON, New York City, USA 2007 – 2008
Investment Fund Accountant
• Calculated daily dividend factors for domestic and global investment funds to produce the daily Net Asset Value.
• Was responsible for liquidation of portfolios, termination of trusts, reconciliation, processing corporate actions and
reinvestment of distribution income.
• Implemented internal controls including cash and custody reconciliation, cost control, movement proof and pricing.
LEHMAN BROTHERS, New York City, USA 2007 - 2007
Sales & Trading Analyst
• Worked within Sales to deliver MTM valuations on Fixed Income Derivative products.
• Primary contact for institutional clients regarding asset valuation discrepancies, liaised with various legal and operational
teams to resolve booking and pricing discrepancies and specifying pricing attributes.
• Co-ordinated the pilot of an on-line pricing Platform, engaging both Senior Management and Technology teams to ensure
successful integration into the company's daily trading activity.
Education________________________________________________________________________________________
MANCHESTER BUSINESS SCHOOL Full-time MBA' class of 2013 Graduation: 2013
• International Business MBA project
• Developed a strategy to identify prospective clientele across Europe for a Software Development Testing Company.
• Traveled to Belgium, Sweden, Norway, Germany and The Netherlands to gather data from Software Developers,
attend prospective client meetings and collect survey responses from relevant Industry professionals.
• The framework that was constructed from the project deliverable will be replicated across the company on an
international scale and implemented into the Marketing Department’s client outreach protocol.
• UK Consultancy MBA Project
• Assisted a local foods brand in building a business plan with the goal of securing a Venture Capital investment.
• Secured and attended prospective investor meetings, winning £20,000 to start-up the clients business.
THE CITY UNIVERSITY OF NEW YORK, BA, Economics Graduation: 2007
• Internship, ORC Worldwide Consulting, Commodities Analyst, 2006
• International exchange, BOCCONI School of Management, Milan, Italy, 2005
Additional Skills & Interests_________________________________________________________________________
• IT: Advanced Powerpoint, Excel, SAP, Salesforce, Languages: Italian (Conversational), Spanish (Basic), Portuguese (Basic)
• Official Ambassador for UNICEF, Competitive Swimming (former member of US Swimming), the theatre, world travel |
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