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7 Business Resume Examples That Got the Job in 2024

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• Business Resumes
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How to Make a Business Resume

Some college degrees provide limited options, whereas pursuing a business degree opens endless doors. From overseeing the operations of a business to recruiting top talent, business occupations can be highly rewarding. 

Writing the perfect resume  and tinkering with a cover letter maker may seem like the least fun way to spend your time, but like your career choice, if you invest in some upfront work,  your resume will work hard for you, and the rewards can be limitless . 

We’ve done the heavy lifting, so you can spend more time hunting for that ideal job. 

Take advantage of our seven business resume examples and our proven writing tips that will set you up for success. Your resume, we’re sure, will stand apart from the competition, ushering you into your dream job in 2024.

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Why this resume works

• Your business resume can benefit from a  resume summary  if you’ve been in your industry for at least 10 years. While not required, it can showcase your work experience and any specializations you’ve acquired along the length of your career.  
• While you’re job hunting, verify that you’re qualified for the role as some positions require a master’s degree. An MBA will really help you stand out among other applicants on your business resume.
• We suggest you show how you met those goals using numbers and statistics, as they’re easy to read and speak volumes quickly.

Business Student Resume

• You already have a track record in increasing traffic, boosting brand visibility, and using analytics to grow brands. Leverage past success to propel your potential in your business student resume.

Experienced Business Analyst Resume

• It’s a good idea to include abilities that are mentioned in the  business job description  of the position you’re applying for (if you’re honestly skilled in those areas). Don’t fib, but don’t sell yourself short either!
• For example, if you’re skilled with SQL, try writing about the impact you made using SQL in a previous position.

Experienced Business Development Manager Resume

• Reverse-chronological formatting displays your most recent or current position at the top, which will likely be most similar to the position you’re seeking. 
• This format also shows the evolution of your career history naturally. Your latter work history may detail more basic duties and less responsibility, and you’ll want the job you’ve listed first to clearly showcase your advanced expertise. 
• Choose a template that’s both professional and eye-catching. 
• Be consistent with your  resume formatting . Headings, font, and even punctuation (or lack thereof) should be consistent. 

Business Administration Resume

• Display how you helped cut costs, increased productivity, automated processes for optimal performance, etc.

Business Management Resume

• Avoid personal pronouns, adjectives, or non-active verbs. Instead, start with strong verbs, such as “defined” and “beat.”
• Make your way over to our free  resume checking tool  for more on using active verbs, getting your grammar just right, and ensuring your resume’s spit-spot. 
• While optional, a well-written, concise couple of sentences highlighting your best self, coupled with a few impressive metrics, can be a slam dunk for an interview.
• Keep each bullet point’s content fresh and varied.

HR Business Partner Resume

• Many times, adjusting the spacing, margin size, or even rearranging the sections can do just the trick. 
• Accomplish this with a  resume career summary  if you boast at least 10 years in your field. It’ll set you apart from the rookies! You can leverage your summary to remind the employer that you want this position and are aiming to contribute to the rise of the company with any noteworthy specializations you have under your belt. 
• A final formatting tip—prominently display your contact information close to your name, so a busy employer can readily and easily contact you; don’t give them a reason to trash your resume.  

Related resume guides

• Business Development
• Operations manager

Stay tuned for a quick step-by-step guide on how to make your own business resume. Use this guide and a business resume template above to get your foot in the door. 

Choose a professional resume template that compliments the company’s tone. A business degree opens the door to a myriad of jobs, which range from casual to formal roles. As a business development manager in the healthcare industry, you might choose a more traditional resume template. On the other hand, if you plan to your use your business degree to be a project manager in the travel industry, a creative resume template could work well.

Within your resume’s contact header, add the business title you desire beneath your name. Get this information directly from the job description. For instance, a business development specialist might also be called a business development associate or business development representative. Adding this professional touch is one way to show the company you care about getting the details right.

If you have a master’s degree in business, list that first. Follow that with your bachelor’s. If you’re freshly graduated, consider adding relevant coursework, such as Principles of Operations Management or Business Finance, beneath your most recent education as well as your GPA if it’s above a 3.5 and any academic awards that are relevant to your degree.

Ask yourself how your work tangibly impacted a company or further developed its operations and processes. Did you identify gaps in reporting, which led you to oversee the development of more robust documentation? Did you experiment with pricing to improve customer lifetime value? Did you increase annual revenue through a referral program you created?

Your resume’s job description bullet points are a chance to share quantifiable business accomplishments rather than daily responsibilities. And your business cover letter is the perfect place to dive into the details of how you made those accomplishments happen.

Your business background means you could be skilled in communication, CRM, negotiation, employee onboarding, or even technical abilities like SQL, Python, or data analysis. It depends on the direction you’ve gone and the company’s job description that’s caught your attention. Try jotting down your skills. In a new column, jot down the skills mentioned in the job listing. Which ones are the same? Those are the business skills to include in your skills section.

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Business Management Graduate CV Example

Start your journey towards a successful career with this editable Business Management Graduate resume sample. You can use this example free of charge or modify it effortlessly in our intuitive resume maker.

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Business Management Graduate CV Example (Full Text Version)

Tyler vader.

Hardworking business-management graduate with proven leadership, organisational, and product-development skills seeking to apply my abilities to the position of [position] at [company name]

• Manage the product-development process, from concept through introduction to market, ensuring design intention, merchant pricing and assortment strategies are achieved
• Primary interface for design group, merchandising and vendors through all stages in the product-development cycle (concept to customer)
• Responsible for overall costing of each component of the product so as to attain year-on-year increase in gross profit
• Negotiate pricing, quantity and lead-time delivery terms for key product inputs from factories, producers and suppliers
• Verify that data documented within internal software systems is entered accurately and in a timely manner by team members
• Designed reporting format, leveraging multiple database systems, to streamline data used by members of global product team
• Responsible for logistic management of a multi-site 75+ car rental fleet
• Developed understanding of customer service and relations
• Study abroad – Australia
• Dean's List

Achievements

• Manage category driving over $40 million annually
• Lead costing negotiations to increase gross margin by 15% on key products
• Excellent reporting and presentation skills
• Highly proficient with MS Excel, MS Access, PLM (product lifecycle management) software
• Completed course work in ERP software implementation

Business Management Graduate

Studying for a business management degree allows you to gain a deep understanding of business organizations and how they work. Not only are you familiar with the principles of finance and business analysis, but you are also no stranger to such areas as operations, information technology, data analytics or human resource management. Since most of the medium-sized and large companies in basically any industry need functional and effective managers, business schools and their students are one of the top options where to look for potential management hires.

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Project Manager Entrepreneur / Business Owner Strategic Manager Social Sciences Student Formal Sciences Student University Student Startup Consulting Natural Sciences Student Student Internship Professions And Applied Sciences Student Product Manager

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What Can I Do with a Business Management Degree? Skills, Jobs, and Courses

Bachelor’s degrees in business management can prepare you for a successful career. Learn about the requirements for a business management major, career paths, jobs, and more.

If you enjoy being in charge, a degree in business management can help you explore the knowledge and skills you need to be a leader in the workplace. Earning this degree can lead to an exciting and diverse career in almost any industry. Learn about the different types of business management degrees, career paths, and various certifications to enhance your resume.

What is business management?

Business management refers to the practice of managing a company's operations. It involves coordinating and organizing general or specific business activities to help an organization succeed. To do this, business managers often apply strategic and financial planning for production and resource management to benefit the business. 

What is a business management degree?

A business management degree is an associate, bachelor's, master's, or doctorate degree with coursework that covers business management principles. This degree program tends to focus on the knowledge and skills you need to oversee an organization's resources, like information systems and human resources management. 

A business administration degree program typically concentrates on business functions like marketing and finance. With a business management degree, you may seek a management position in business, including a business analyst, human resources manager, or operations manager.

Types of business management degrees

One of the advantages of studying business management is how it applies to various organizations and industries, including profit and non-profit ones. However, the type of degree you earn can affect the jobs you'll have within an organization. Here is a closer look at how the different types of business management degrees can affect your career prospects.

Associate diploma in business management

An associate diploma is usually a two-year program with coursework designed to help you understand how businesses work. You may take courses like accounting principles, business law, management principles, and marketing. This can prepare you for entry-level positions as an assistant, customer service specialist, or sales consultant.

Bachelor's in business management

A bachelor's degree is a four-year program that can open additional career opportunities. The coursework is similar to an associate degree program, with accounting, finance, law, and marketing classes. However, you can explore these and other management topics in-depth and have more time to devote to the practical components of the major. After graduation, you may pursue work as an accountant, human resources manager, or sales manager.

Master's degree in business management

Master's degree programs typically take one or two years to complete after you earn a bachelor's degree. A Master's in Business Management is an alternative to a Master of Business Administration (MBA). This degree can be helpful if you have work experience in a specific industry and want to learn more about management theories and practices. Many master’s business management programs offer a general management curriculum, but some schools provide specializations.

Doctorate in business management

Doctorate programs in business management tend to be even more specialized than master's degree programs, and you'll notice they have names like PhD in Management or Doctor of Management. These degrees aren’t the same as a Doctor of Business Administration (DBA), although they share overlapping topics. In a doctoral program, you can enhance your research skills and apply business theories to real-world situations.

Certificates in business management

You may choose to earn a certificate in business management in place of or to support a degree. Certifications show that you’ve completed the required business management courses, which may help you get closer to your dream job. 

At some schools, the courses you take to earn a certificate are the same as those you might take to earn a degree. You can typically complete a certificate program in less time than a degree, and some schools accept students who haven't earned a college degree.

Business management degree coursework 

The courses you take in a business management degree program are similar to what you would take in an MBA program. This includes topics like accounting, business ethics, business law, leadership, and quantitative methods. Some of the courses you may take include the following:

Accounting for business

Corporate finance

Data analysis and business analytics

Introduction to business

Management and organizational behaviour

Managing change in a changing environment

Principles of sustainability

Skills you can learn in a business management program

In addition to exploring business management, marketing, and accounting theories, you also have opportunities to develop skills in a business management program. You may use these technical and workplace skills in your career.

Adaptability

Customer service

Communication

Negotiation

Problem-solving

Time management 

How long does it take to earn a business management degree?

A business degree typically takes two to six years to complete, depending on the type of degree and program you're pursuing. You can complete a diploma at some schools in about two years. Bachelor's degree programs take about four years to complete if you’re a full-time student. A graduate degree, such as an MBA, could take two years or more.

Some business management degree programs include expedited options to complete the degree faster than on a traditional track. This can be a great option if you have time to devote to the coursework. However, if you have a full-time job while you go to school, you may need to attend school part-time, which extends the time it takes to complete the degree.

What can you do with a business management degree?

With a business management degree, you can work in various industries as an administrative assistant, sales consultant, human resources manager, and operations manager. The courses you take and the skills you develop can be transferred to many job opportunities, ranging from entry-level to managerial positions. They include those listed below:

Business consultant: Examine procedures to identify areas for improvement and devise strategies to boost profits and performance.

Human resources: You’ll recruit, screen, hire, and train employees. These roles can also include ensuring the company complies with labour laws and processing payroll and benefits.

Marketing manager: Plan, execute, and evaluate marketing initiatives and advertising to raise brand awareness, create sales leads, and drive traffic to convert sales.

Operations manager: Supervise budgets, resources, people, systems, and more to ensure employees have the support they need to stay motivated and productive. 

Project manager: Oversees projects from start to finish, including setting goals, organizing resources, monitoring progress, and evaluating processes.

Ready to take the next step in your career?

The next step in your business management career depends on where you are in your career path. You can build leadership skills to use when running a business through Specializations. On Coursera, consider the  Business Foundations Specialization from The Wharton School or a Professional Certificate like Google Project Management if you want to focus on project management. You can also pursue a bachelor's or master's degree, such as the University of London's Bachelor of Business Management .

Keep reading

Coursera staff.

Editorial Team

Coursera’s editorial team is comprised of highly experienced professional editors, writers, and fact...

This content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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Business Management Associate Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the business management associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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• Ongoing manager of contractor activity, including contract reviews, bid waivers, vendor management, onboarding, access management
• Support the RM and IM with key business management functions including project management, analysis of sales/management reporting and ad-hoc requests
• Support and design enhancements for key platforms used to support Business Management by Financial Advisors & Branch Managers
• Provide rolled up organizational analytics to apply findings across branches for senior field management to understand the health of the business
• Assist with information management/technology initiatives across the Real Estate platform
• Develop clear and concise communication materials for senior management
• Provides management reporting, monthly forecasting, & annual planning processes
• Identify, recommend and drive initiatives for expense management and provide strategic financial advice & guidance to thesupported business
• Identify and share best practices across the Expense teams and create an environment of continuous improvement
• Ensure the continuous improvement of forecasting and analytical models owned by the Operation functions
• Work with teams across APAC and EMEA to implement global projects
• Produce regular sales reporting and business reviews/updates for senior management
• Maintain and update client mapping within multiple databases
• Ensure consistent delivery of collateral, content and training to optimise sales focus
• Assist in business reviews, business performance and planning, including expense management , headcount & real estate planning
• Business resiliency planning, coordination of Service level agreements, inter-affiliate service agreements, licensing
• Coordination for the APAC region in delivering various initiatives in support of business priorities
• Assist in identification and management of business risks, including the control agenda
• Manage and coordinate APAC Risk related projects working closely with the APAC CRO office; create project plans and effective governance; manage project scope, timelines, stakeholders, dependencies, risk and issues; prepare decks for governance meetings etc
• Work with various Risk disciplines, Risk Tech, Middle office and Risk Reporting teams to ensure a strong infrastructure is in place to support both CIB and Firmwide initiatives
• Contribute to Risk People Agenda initiatives, including coordination of various management meetings and forums, senior leaders’ visits & employee engagement activities
• Excellent communication and presentation capabilities combined with a strong executive presence and ability to be effective with senior stakeholders
• Ability to multi-task quickly and efficiently with high energy and self-motivation
• Strong problem solving skills and demonstrated ability to take initiative
• Ideal candidate will have a combination of strong written/verbal communication skills and a demonstrated attention to detail
• Highly self-motivated, with strong integrity and ethics
• Strong data and analytics capabilities enabling the effective measurement of objectives and ROI
• Strong quantitative and analytical skills
• 0-2 years professional experience
• Analytical ability to synthesize information and summarize issues
• Effective team player, able to work with people of all levels

15 Business Management Associate resume templates

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• Define and Drive Group Strategy - develop goals and focus areas for the business and develop execution plans to build the bridge between current and future state
• Technology Integration – collaborate with internal business partners to identify and facilitate technology enhancements which improve business processes and address the evolving needs of the fixed income business
• Global Strategic Governance Coordination & Collaboration - work closely with senior management, portfolio managers, and the global trading team on key projects. The Associate should support leads to help deliver results and also provide strategic / tactical input as required
• Transaction and Project Management – assist in managing investment platforms that require scalable operating model solutions with internal and external stakeholders
• Presentations and Meetings - aid management in organizing and preparing presentations and taking detailed minutes during internal team meetings
• Ad hoc Requests – assist team with data requests, trainings and demos, business continuity efforts, etc
• Operational Risk Mitigation – drive discussions around process improvements to help mitigate operational risk
• Demonstrates knowledge of and interest in Fixed Income markets and Alternative strategies
• Minimum two years of relevant experience in a related finance or technology function
• Ability to work in a global team environment as well as independently
• Works with a solutions-driven approach to build and drive forward business and client related issues
• Effective communication and presentation skills, both written and verbal
• Support the development and delivery of operating plans, budgets, forecasts & metrics for the real estate platform
• Monitor the compliance oversight for transactions and funds quarterly compliance requirements
• Assist in the collection and validation of data from the various real estate groups for completion of co-investment reporting, seed capital, incentive fee projections, monthly/quarterly reforecast, and risk reporting
• Support all RE financial and senior management reporting, conduct modelling, financial analyses & administration of the compliance process, as needed
• Special projects to support various RE strategic and operational initiatives
• BA/BS in related field (finance, accounting or economics)
• Previous experience in real estate principal investing (public / private, debt / equity), is a plus, but not required
• Must be proficient and have demonstrated experience working in all Microsoft Office applications, particularly Microsoft Excel and PowerPoint
• A high degree of professionalism
• Prior experience working with senior management a plus

Business Management, Associate Resume Examples & Samples

• College degree in Finance/Accounting
• 3-5 years experience in a financial role in a financial services company
• Very strong technical skills, including Microsoft Office products (Excel, Powerpoint, Essbase)
• Ability to analyze data and trends; understand underlying metrics and produce commentary summarizing trends
• Strong interpersonal and communication skills – ability to interact with Finance teams across the organization as well as with Senior Management

CIB F&bm-acce Business Management Associate Resume Examples & Samples

• Primary EMEA business manager for the Globeclear Product (Securities Clearance)
• Part of a team of 3 other London based BMs providing support to the other ACCE businesses
• Several of the ACCE businesses are going through significant internal investment and development, which combined with the mandatory changes being driven by new regulations make this a fast paced and interesting area to work in
• Establishes rapport with business heads
• Builds a large network from end to end within a business, and across the wider organisation
• Good at influencing and persuasion
• Communicates in a very clear and concise manner to all
• Assimilates broad-ranging information quickly and is able to distil it into the key points
• Knowledge of securities clearing an advantage
• At least 8 years strategy experience within Financial Services with experience in Mortgage Banking
• Sound knowledge of Mortgage Banking with strong strategy, finance and analytical skills
• Exceptional problem solving and analytical skills, with ability to focus on key insights necessary to make business decisions
• Ability to interact, influence and persuade across a business
• Negotiate effectively at all levels
• Proven organizational ability and working within tight deadlines, often under pressure
• Vision, creativity, presence, and credibility. A collaborative and flexible style, with a strong service mentality
• Exceptional leadership and influencing skills, with the ability to collaborate across a highly matrixed organization
• Coordinate budget / forecast process, financial estimate, variance analysis and management presentations with useful, relevant insights into business activities
• Identify, recommend and drive initiatives for expense management and provide strategic financial advice & guidance to thesupported business
• Demonstrate strong problem solving skills, especially in a fast-paced environment
• Partner with key stakeholders on integration ofnew businesses and initiatives
• Develop cross functional knowledge of Credit Card and C&BB products and their servicing channels to ensure recommendations to the supported business are meaningful and appropriate for the entire bank
• BS in Accounting, Finance, Economics or related discipline required. Minimum of 3 years in Finance
• Takes direction, executes and follows through on assignments and meets deadlines
• Strong financial analytics skills. Cost-benefit modeling experience preferred
• Collaboration and proactive approach to identifying and fixing problems
• Strong judgment and work ethic, proactive and results-oriented, fact based
• Strong written and verbal communication skills across all levels of management
• Strong organizational skills, including good judgment and decision making abilities
• Ability to influence others across multiple functional areas to drive improvements and change
• Advanced in Excel, Power Point, Hyperion Essbase and Microsoft Office
• Update and maintain SharePoint sites and miscellaneous tracking systems
• On-boarding new hires and off-boarding departing team members
• Work with team to update project plans, progress on action items, project calendars, and other project materials
• Develop and document processes and procedures
• Create notes from project meetings; schedules, data requests, assignments, tasks
• Organize information in a logical and professional manner
• Research and consolidate information from various sources
• Occasionally arrange meeting rooms/audio-visual conference calls/catering as needed
• Effectively manages time to follow thru on multiple projects, commitments and assignments
• Demonstrates strong attention to detail and customer mindset

ICB, UK DC Business Management Associate Resume Examples & Samples

• Working closely with / supporting DC Senior Management to drive DC strategic plan and initiatives
• Act as the conduit of information for the DC business, developing communications where necessary to ensure senior stakeholders aligned
• Working closely with the ICB Business Finance team with respect of financial planning, budgeting and reporting
• Working closely with the ICB COO team to ensure the UKDC business is fully aligned with the rest of ICB
• Monitoring and maintenance of DC policies, procedures, internal controls and standards
• Experience working in a financial services organisation a distinct advantage
• Solid educational background – BA Honours degree 2:1 or above in Mathematics, Economics, Business Management, Business Studies or equivalent
• Good knowledge of Microsoft Office Suite (Word, PowerPoint and Excel)
• Exhibit entrepreneurial mind-set
• Demonstrate first-rate data analysis skills
• Demonstrate a highly ordered and organised approach
• Demonstrate accuracy and attention to detail
• Able to self-manage and work independently without close supervision
• Develop and maintain solid working relationships
• Resolve issues creatively and in a timely manner
• Ability to achieve set goals and targets
• Ability to read and understand sales, quality and plan documents. Ability to work closely with internal TIAA-CREF client facing teams
• Identify closed sales from various sources and product lines including but not limited to retirement accounts, brokerage, after tax annuities, portfolio advisor and mutual funds
• Verify sales and quality corrections and assign credit to the appropriate consultant using Siebel and various resources
• Review the data to ensure the affected population is properly defined. Performs analysis to determine the methodology for approaching the correction/change
• Process clients forms and checks; process mail and incoming correspondence; maintain various files, logs and tracking systems in accordance with FINRA regulations
• Assist teammates; cover other duties during vacations
• 1-2 years’ experience in financial services industry required
• 1-2 years’ experience data gathering/data entry work
• Advanced knowledge of Siebel and associated applications
• Strong communications skills both written and verbal
• Excellent analytical and troubleshooting skills, detail oriented and the ability to synthesize complex issues into actionable documents
• Project management skills and experience required
• Effectively work in a fast-paced, high pressure environment while demonstrating a strong ability to meet tight deadlines
• Ability to coordinate projects and meet objectives within schedule
• Self-Starter, able to work with limited direction
• Innovative problem solver
• Effective administrator and a team player
• Proficient in Outlook, Microsoft Word, Power Point and Excel with an emphasis on spreadsheets and functions
• Strong communication skills, including communicating with senior management
• Ability to leverage the data warehouse to run queries to perform routine and adhoc analysis for key drivers through either Brio, Business Objects, or SAS/SQL
• Strong PC skills with extensive knowledge of Power Point, Microsoft Excel and Essbase
• Strong sense of ownership expected; candidate must thrive in a face paced environment and drive results in an environment of ambiguity and change
• Produces and codes checks
• Makes bank deposits on behalf of Account Managers
• Generates and records cash receipts and disbursement transactions for client accounts
• Prepares bank reconciliations
• Maintains client files
• Assists with general ledger maintenance and preparation of reports to clients and tax packages
• Assists with additional projects as requested
• High School diploma or equivalent required; Bachelor’s degree in accounting, business administration, finance, general business or management preferred
• Excellent internal and external customer service skills
• Strong written and verbal communication and interpersonal skills
• Ability to work effectively both as part of a team and independently
• Ability to handle multiple priorities, tasks and simultaneous projects
• Must have a high level of interpersonal skills
• Ability to handle deadline driven work
• Able to handle confidential material in a reliable manner
• Proficiency with Microsoft Office (Word, Excel, Outlook)

Am Oversight & Control Business Management Associate Resume Examples & Samples

• Proactive management of Finances and open roles
• Executing tactical and strategic organizational changes including drafting and disseminating communications, coordinating real estate and determining management hierarchies
• Assist in drafting and executing all AM O&C communications
• Manage Analyst requests and assignments
• Create summary reports and communicate to management effectively
• Assist in defining business needs in the context of short and long term objectives
• Develop reports and templates to provide senior management with summary view of control environment
• Maintain relationship and open lines of communication with Corporate to ensure guidelines are understood within the LOB and updates are implemented effectively
• The candidate must also exhibit the following qualities
• Ability to form relationships and build a network throughout the AM O&C organization
• Positive attitude and easy to work with while delivering on high priority, time sensitive initiatives
• Forward thinking and able to anticipate business needs before they arise
• Ability to work well under pressure, solicit and incorporate feedback
• Strong PC skills (Microsoft Suite including Excel, Word, and PowerPoint)

Private Wealth Business Management Associate Resume Examples & Samples

• Be responsive and accessible to the business throughout the day; be proactive in response to information requests and promptly resolve any day-to-day service or business related issues
• Build and maintain working relationships with stakeholders across the different functions our team supports (e.g., Client Service, Investments, Wealth Strategies, Marketing, etc.) including up to Senior Management levels
• Partner with cross-functional groups (i.e., Operations, Technology, Finance, Human Resources, Compliance, Legal, and Internal Audit) to resolve issues, improve efficiencies, promote business objectives, and execute positive results; help identify and escalate issues/risks/dependencies and facilitate communication across teams
• Coordinate and contribute to responses of various internal and external auditor / regulator requests, findings and reports; remain apprised of the ever changing and applicable regulations and laws; ensure regulatory requirements and CIBC policies are understood, implemented and monitored successfully
• Ensure an effective and documented internal control structure is in place, as evidenced through successful testing of internal SOX, FPC, and OPC controls
• Complete regular vault audits
• Provide tracking and timely resolution of all deficiencies,
• Administer firm’s Soft Dollar Trading Program
• Coordinate firm-wide Business Continuity Planning; owner and manager of the Business Continuity Plans; responsibilities include updating and producing the Detailed Business Continuity Plan, and maintaining accurate and timely Call Trees and Contact Lists; coordinate and execute successful testing of the annual Disaster Recovery Exercises; interface, as appropriate, with various infrastructure and other corporate governance functions in the development, implementation, and maintenance of adequate Business Recovery Plans
• This role collaborates with peers from Wealth Management as well as with many infrastructure and support groups to identify, support and resolve business functions, issues and needs
• On a regular and ongoing basis, this position interacts with all functional areas of the firm up to, and including, the Senior Management level
• Highly motivated, self-starter; able to work in a fast paced, results driven environment
• Strong interpersonal, written, verbal and presentation skills
• Demonstrated Client Service skills and experience
• 3+ years of demonstrated experience as a Business or Project Manager in Wealth Management, Finance or Technology related role
• Ability to articulate complex issues concisely and communicate effective and comfortably with senior people; excellent relationship building and stakeholder management skills
• Strong knowledge of Microsoft applications (i.e., Microsoft Office, including PowerPoint, Excel, Visio)
• Executive Management
• Candidate must have an undergraduate degree with 5+ years of experience in financial services
• Ideal candidate will have at least 5+ years of proven experience supporting executive management initiatives
• Demonstrated ability to evaluate, design, document and implement processes that improve the accuracy and timing of work products and business activities

Global Wealth Management Investments Business Management Associate Resume Examples & Samples

• Work with Senior Management across the Private Bank, including Asset Class Leaders, Investment Team Leaders and Operating Committee Members to formalize business priorities and execute initiatives
• Product innovation, creation, and implementation
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendations for senior management
• Problem solve and examine business initiatives with an eye towards client, firm, advisor, and business impact
• Understand, define, and prioritize business needs in the context of short and long term objectives
• Navigate and facilitate information flow/messaging between teams
• Establish and lead working groups, requiring effective partnership with groups across Legal, Compliance, Technology, Operations, Risk, Supervisory Management, Marketing, Finance, and Human Resources
• 3-4 years of experience in Global Wealth Management, ideally in a business management capacity
• Supports the Production channels Affordable Lending initiatives in providing financial information & analysis that promotes management decision making
• Creates in-depth financial analytics highlighting areas of opportunity to ensure compliance with organizational goals & measurement of key strategies
• Provides management reporting, monthly forecasting, & annual planning processes
• Creates P & L’s to measure the value of Affordable Lending programs
• Prepares presentations and supporting materials for senior management
• Act as business partner/advisor to senior managers, providing financial insight to the numbers
• Has excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts,
• Proactive, strategic thinker
• Finance and accounting experience
• Strong analytical and project management skills
• Well recognized as having outstanding people leadership and management skills
• College degree; MBA a plus
• Minimum of 4-6 years of relevant experience
• Specific industry related experience preferred
• Manage team meeting and business reporting routines reliably with consistency and high quality. Meeting management includes tracking agendas; ensuring materials are obtained in advance, agenda template management and administering all ongoing logistics and changes efficiently
• Create, edit or maintain presentations and reports using Microsoft Office products (Excel, PowerPoint, Word, etc.)
• Contribute to projects and business initiatives by compiling research and collaborating with business managers
• Make routine travel arrangements and complete expense reports
• Schedule and handle preparations for internal meetings/conference calls/catering as required
• May act as liaison for office facilities and maintenance issues
• 1-5 years of requisite functional work experience
• Must be highly organized and capable of maintaining quality while handling multiple tasks in a fast-paced environment
• Willingness to perform administrative assistant functions for business executives
• Mid to expert proficiency of Microsoft Office Suite (i.e., Word, Access, Excel and PowerPoint) and SharePoint
• Advanced competency for scheduling and meeting management using Microsoft Outlook
• Financial services industry experience
• Strong critical thinking capabilities
• Ability to quickly form meaningful working partnerships
• Aptitude for finding more efficient processes to streamline administrative responsibilities
• Hands on team player that can work independently and accepts ownership for planning and implementing

CIB F&bm-business Management Associate Resume Examples & Samples

• Project manage initiatives in support of business priorities
• Work with other risk functions, CIB Risk Tech and Risk Reporting teams to ensure a strong infrastructure is in place to support both CIB, Firmwide, and Wholesale initiatives
• Identify and manage business risks, including the control agenda
• Optimize business performance and planning, including
• Presentation skills – written (incl. PowerPoint) and oral
• Influencing skills

CIB F&BM Debt Capital Markets Business Management Associate Resume Examples & Samples

• Providing analytical support to the DCM and CIB F&BM management teams
• Maintaining the fee pipeline & forecast, which involves partnering with the business and controller teams to estimate the revenue impact for future transactions
• Engaging with deal teams on potential loan transactions to assess the business impact of credit exposure, Risk Weighted Assets (RWA) and liquidity
• Running competitor analysis and managing external and internal league table results, to measure market and wallet share
• Forecasting and analyzing headcount and expenses for the business
• Enhancing the technology infrastructure and ensuring seamless delivery of the products and services
• Managing projects, including audits or other controls-related activities
• Ensuring the business maintains compliance with evolving regulatory regimes
• Pipeline management, including review of legal documents and verification of IB fee estimates
• Fee forecasting for IB management and the central controllers team
• Tracking and reporting of underwritten deals against Credit Risk notional and stress limits
• Preparation of materials for quarterly business reviews, town halls and management presentations
• Educating deal teams on the capital and RWA impact on potential loan transactions and working with controllers to ensure activity is within internal limits
• League table management for private asset class to multiple providers
• Management of a $3mm+ vendor contract, including usage tracking, payments and reimbursables
• Ensuring effective business controls
• Thought leader for technology initiatives and efficiency enhancements
• Support ad hoc projects led by product and coverage business managers and by CIB Banking F&BM senior management
• Strong analytical skills and ability to work independently in a dynamic, fast paced environment
• Enthusiastic self starter with a desire to understand the big picture as well as the details of a product
• Ability to multitask and manage deadlines
• Strong communication and relationship building skills
• Interest in developing product knowledge, specifically in Traditional Credit Products and Bonds
• Driven to identify key areas of enhancement, with a focus on creating efficiencies, structure and control
• Working knowledge of accounting policy and GAAP preferred but not required
• Experience in front office or strategy also highly valued
• Proficient in Excel, PowerPoint

CIB F&bm-risk Business Management Associate Resume Examples & Samples

• Assist in business reviews, business performance and planning, including expense management , headcount & real estate planning
• Support regulatory requests and audit coordination as appropriate
• Contribute to Risk People Agenda initiatives, including coordination of various management meetings and forums, senior leaders’ visits & employee engagement activities
• Contribute to Risk F&BM key projects & agendas, including strategic and control related initiatives
• Solid work experience in financial services
• Strong presence, comfortable interacting with and presenting to all levels of management
• Superior attention to details and work with a sense of urgency
• Able to collaborate across different groups/functions
• Highly organized and possess multi-tasking skills
• Able to work independently and efficiently
• Thoughtful analytical skills, able to develop, clearly present and draw conclusions
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented outlook, possess courage to ask tough questions and challenge the status quo
• Energetic, self motivated and effective under pressure - must enjoy the challenge of working within a fast-paced and demanding working environment
• Advance MS Excel and Powerpoint skills (PitchPro and charting)
• Support the development and implementation of expense reduction strategies in partnership with key business stakeholders
• Develop ad hoc expense analyses to detect issues and inefficiencies and then address with recommended action plans
• Research and analyze corporate policies and spending in areas ranging from Real Estate to Financial Advisor Events & Conferences; present findings and recommendations and facilitate implementation of new policies and programs
• Create and coordinate presentations for stakeholders and senior management on proposed expense reduction initiatives; provide regular updates on the progress and forecasted impact initiatives that are underway
• Design communication and training plans for the annual update of the WM Expense policy
• Help support the overall budgeting and expense tracking process throughout the year
• Well-rounded individual with a strong academic record and 2-4 years of work experience
• Knowledge of the Wealth Management business is preferred
• Advanced Excel & Powerpoint abilities
• Attention to detail and self-starter required
• Highly energetic and motivated
• Excellent problem-solving and analytical skills and strong business judgment
• Strong oral/written communication and presentation skills
• Team player with interpersonal skills and ability to work with various professionals and levels of management

CIB F&BM Treasury Services Business Management Associate Resume Examples & Samples

• Collaborate with Product, Finance and Technology teams on a range of projects to drive payments growth agenda
• Lead strategic and financial analyses and develop business cases – e.g., new market and product initiatives, pricing, operating model changes etc
• Identify threats and opportunities for emerging technologies, startups and incumbent technology leaders, and develop a proactive response to these opportunities
• Identify cost efficiencies in both direct and indirect expenses
• Create senior management level presentations illustrating strategy and business performance
• 3+ years of experience in an analytical role – e.g., product strategy, finance, investment banking, consulting
• Solid understanding of financial modeling, valuation and presentation development
• Strong knowledge of Microsoft Excel and PowerPoint is required; SAS, SQL and other analytic tools also valued
• Ability to quickly grasp concepts, learn processes and execute on deliverables in a timely manner
• Ability to work independently with the focus on efficiency and quality
• Strong interpersonal skills, the ability to partner and build relationships with people across the organization

Business Management Associate Macro Markets Resume Examples & Samples

• Prioritize, negotiate and drive business critical needs across various stakeholders
• Identify new tradable macro markets and coordinate internal and external partners from business case -> requirements -> planning -> design -> testing -> implementation
• Identify and deliver front to back platform improvements across both production trading and research environments
• Improve business reporting metrics including; production platform incidents, Modeler productivity, trade volumes, and cost analytics
• Review and manage Modeler priorities such as simulation speed improvements, new tools for quickly visualizing/sharing research, and other processes ripe for standardization
• Deliver business analytics and ad hoc research through historic simulations
• Help manage external counterparty relationships and onboard new providers
• Meet regularly with key business stakeholders (Modeling, Engineering, and Corporate Functions) to review business, dependencies, opportunities and challenges
• Foster internal knowledge sharing within Macro community, e.g. new market developments, challenges to CTAs, common Modeler tools/scripts that can be easily shared
• Prepares recurring competitive pricing analysis & recommends changes to adhere to pricing targets based on thorough review & collaboration with other Finance/business partners
• Processes & reconciles all pricing changes/maintains records in accordance with internal control policies
• Prepares & maintains procedures & process flows for control purposes
• Assists in preparing materials related to recurring & ad hoc pricing reviews
• Prepares other pricing/costing analysis, as required/needed
• Participates in presenting pricing analysis to Finance/business management
• Has excellent technical, quantitative and analytical problem solving skills,

Asset Management Risk-business Management Associate Resume Examples & Samples

• Participate in the design and execution of strategic projects, specifically serving as the AM Risk representative to the AM and Firmwide Finance and Risk Roadmaps
• Support in the coordination and/or preparation of materials for senior management, Board, and Risk and Control Committees/Forums, including: the Asset Management Risk Committee, Directors Risk Policy Committee, and Firm-wide Risk EMR
• Contribute to all Corporate-driven and consolidated AM Risk reporting, including the EMR, DRPC, and AM CRO Dashboard reports
• Oversee the governance of AM Risk User Tools and work to remediate and decommission UTs where possible
• Work with AM Risk team members to improve controls, automate procedures, and come up with innovative solutions to pain points
• Manage the production of the monthly Reporting KPI metrics
• Lead the transition of AM Risk Reporting onto the Firmwide Risk Report Repository
• Experience in leading projects
• Excellent communication skills, both written and verbal, with the ability to effectively summarize complex information and risks in clear and concise reports and deliver it in executive level presentations with precision
• Experience in developing management reports/updates and presenting to Senior Management
• Proactive and action oriented, with strong analytical skills and ability for problem solving
• Ability to prioritize requests and concurrently manage multiple projects
• Keen attention to detail, sense of urgency, and a creative mindset
• Excellent desktop application skills; Microsoft PowerPoint, Excel, Word, etc
• Knowledge of SharePoint development a plus
• Background in Asset Management, including a high level understanding of products and services
• Broad understanding of Asset Management support functions; e.g. operations, technology, compliance, risk, guideline management, etc
• Minimum education qualification is a Bachelor's degree

Mmbsi Business Management Associate Resume Examples & Samples

• Advance to other roles in the MMBSI, CB, Global Finance or elsewhere in the organization
• Proactively provide support to the sales team as it pertains to CKC and Scorecard questions including researching issues
• Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
• Prepare presentation materials to be shared with management, business groups and other relevant stakeholders
• Communications skills – Must possess strong verbal and written communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
• Problem solving skills – Strong problem solving and analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change. Able to outline work process in a thoughtful and detailed manner. Intellectually curious with a genuine interest in knowledge gathering and problem solving
• Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure that the team’s analyses are sound. Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
• Leadership and interpersonal skills – Strong professional presence with the ability to communicate directly with RM and IM and bankers as a local representative of business management. Must be able to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Proactively seeks guidance, clarification and feedback from others. Must have flexible work style and be able to develop junior colleagues within the team
• Minimum 3 years of work experience
• Familiarity with internal JPMC systems (e.g. Client Central, CKC) is a plus
• BA/BS degree is strongly encouraged
• Location: Chicago, Columbus, Louisville, Milwaukee, Pittsburgh, Bloomfield Hills, Indianapolis, Minneapolis, Toronto, Clayton/St.Louis
• Gain level of visibility into MMBSI and CB Business Management
• Be exposed to an influence the agendas of the regional leadership team
• Support and partner with the Region Managers (RM) and Industry Managers (IM) via tactical and strategic assistance to help drive their business and ensure that the sales team is well-informed, prepared and motivated
• Support business management team to develop, implement and execute key reporting to be leveraged by all levels within MMBSI, as well as senior management in CB and senior partners across the firm
• Provide client and prospect portfolio verification and oversight including the initiation of data quality, client and prospect transfers and banker reassignment requests
• Act as a local extension between business management and business groups by working on joint projects and managing communication between teams
• Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, high energy, detail and results-oriented, and willing to drive change. Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
• Investment/Commercial banking or management consulting experience is ideal
• Expertise in Excel and Word; proficiency in PowerPoint (PitchPro); knowledge of SharePoint is a plus
• BA/BS degree is required
• Support Group Heads and bankers with key business functions including portfolio management and special projects
• Perform data analysis and address ad hoc requests to support the business groups
• Assist with the development, implementation, and execution of key reporting to be leveraged by all levels within CCBSI, as well as senior management in Commercial Banking and senior partners across the firm
• Prepare presentation materials to be shared with S&BM, business groups and other relevant stakeholders (e.g. Business Reviews, analytical analysis, etc.)
• Minimum 2-4 years of work experience
• Investment/Commercial Banking or management consulting experience preferred
• Business management and/or project management experience
• Expertise in Excel and PowerPoint (PitchPro)
• Familiarity with internal J.P. Morgan systems (e.g. iBanker, Client Central, CKC) is a plus
• Location: Chicago
• Independent and self-motivated, but also a team player capable of working collaboratively and developing strong partnerships
• Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
• General understanding of investment banking, credit and treasury products and services
• Strong professional presence with the ability to communicate directly with regional and industry Group Heads and bankers as a local representative of S&BM
• Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment while remaining calm under pressure
• Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
• Outstanding project management skills including project planning, time management, organization, influencing, and follow-up skills
• Intellectually curious with a genuine interest in knowledge gathering and problem solving
• Able to quickly and effectively respond to rapidly changing business needs and urgent requests
• Proactively seeks guidance, clarification, and feedback from others
• Manage the Asset management strategic planning process, delivering short and long term strategy and driving the development of an annual operating plan that is aligned with the business priorities and objectives
• Design and implement systematic metrics and KPI’s required to effective manage business operations and drive strategic vision
• In partnership with FP&A execute annual budgets, quarterly operating plans and monthly forecasts across all Asset Management lines of business
• Lead ad hoc strategic business projects to enhance functional performance across the Two Sigma’s platform
• Coordinate agenda design and content development for Asset Management leadership and town hall meetings
• Act as the primary functional liaison with key functional partners: finance, sourcing and vendor management and human resources
• Bachelor’s degree in finance, economics, mathematics, engineering, or related discipline from a top university
• Results oriented with 5-8 years of progressively responsible experience within business management, chief of staff or corporate development & strategy related roles
• Robust business analysis / project management skills. Experience of financial markets and the investment lifecycle preferred but not required
• Strategic thinker with a mindset of innovation and intellectual curiosity
• Advanced skills in MS Office (incl. Excel, PowerPoint, Visio, Project); experience with databases and SQL is a plus

KYC Business Management Associate Resume Examples & Samples

• Develop and manage annual procedure recertification and change management requests on behalf of all KYC Operations Teams – in addition, the Associate will be responsible to ensure organization and documentation of these processes to prepare for Audit / Controls reviews of these functions
• Oversee ongoing communication to various business partners and compliance teams; as well as coordination and organization of training for KYC Operations
• Provide oversight over ongoing capacity planning, including forecasting and budget review sessions for KYC Operations
• Review and respond to inquiries from Control and Audit Teams – proactive thinker to identify potential control gaps and issues in advance of responses
• Manage various strategic programs, on an as needed basis. Associate will need to be flexible and a quick learner to be pulled into various efforts based on the current book of work
• Develop and deliver presentations to senior management
• Perform Executive Level Reporting for KYC Operations
• Manage Team of individuals who support various aspects of these processes
• Excellent verbal and written communication skills - including ability to develop and deliver presentations to senior managers and summarize information for executive level updates
• Strong organization skills and attention to detail – including proofreading and editing important documentation prior to distribution
• Background in Project Management / Change Management Function preferred
• Ability to quickly learn new processes and identify potential risks / concerns
• Flexibility to adapt to changing priorities and business needs, and able to work well in a fast-paced environment
• Background in Project Management / Change Management Function preferred, but not required
• Knowledge of Anti Money Laundering / Know Your Customer preferred, but not required
• Minimum of 3-5 years of experience in communication related roles. Undergraduate degree required
• Self-starter, capable of working under minimum supervision
• Proficient in Microsoft PowerPoint and Excel

GS&I Business Management Associate Resume Examples & Samples

• Production and coordination of GS&I metrics at both the executive management and departmental level
• Produce comprehensive and perceptive ad hoc reporting under tight deadlines with competing deliverables
• Proactively review data quality of metrics and coordinate with departments to maintain accuracy
• Proactively develop and maintain various datasets and metric methodologies for the timely production and support of reporting initiatives
• Produce deliverables related to location strategy, organization effectiveness and off-shoring initiatives
• Ability to organize data scenarios and analyze results in a fast-paced environment
• Partner with GS&I Leadership Team to determine key data/metrics
• Independently generate forward looking metrics that can help identify business opportunities and risks
• Identify best practices while standardizing business management reporting processes
• Primary publisher and content manager for the GS&I intranet sites
• Bachelor’s degree in related technical/business area or related work experience
• 3+ years Business Management/Reporting experience
• Advanced proficiency with Excel (Vlookup, Pivots) and PowerPoint (PitchPro)
• Working knowledge of Access, SharePoint (Lists, Libraries and Permissions) and Business Objects preferred
• Understanding of relational databases and how to organize/analyze data strongly preferred
• Excellent written and oral communication skills required, including the ability to synthesize “the story” for executive level audiences and adjust messaging and style based on different recipients and agendas
• Strong analytical and problem management skills
• A self starter with demonstrated ability to work in a dynamic, fast paced and demanding environment
• Proven ability to manage deliverables and participation for multiple projects
• Team player and adaptable to changing environment, with good interpersonal skills
• Fast learner - able to grasp concepts from on-the-job training
• Coordinate administrative responsibilities partnering with the Technology & Operations COO team
• Production and development of metrics and reporting
• Oversight of Operating Events – interaction with Corporate Risk
• Oversight of GCS projects and initiatives
• Oversight and management of budget
• Assistance with presentation materials and Town Halls
• Set the agenda for senior leadership team meetings
• Represent views and agenda of the GCS Co-Heads where needed
• Support the strategic agenda of GCS
• Development of Business Management reporting, coordination and delivery of reviews with Sr. Leadership across organization
• Define & monitor expense activity
• Primary liaison with other areas of Morgan Stanley in their areas of focus (e.g., Finance, Sourcing and other Wealth Management Admin teams)
• Process documentation
• Support in preparation of expense targets
• Minimum 2+ years in a large complex financial services organization or major consulting organization focused on a Business Management / Finance role
• Self-starter, ability to learn and improve process with minimal direct support
• Strong written & oral communication skills
• Strong interpersonal skills and ability to thrive in a collaborative environment
• Strong organizational and analytical skills; must be detail orientated
• Experience working COO or Business Management team
• Familiarity with expense management tools (e.g. Concur)
• Familiarity with Wealth Management industry and business models
• Familiarity with FinTech industry and business models

Business Management Associate / Executive Resume Examples & Samples

• Taking ownership of key operational and business management responsibilities of the regional COO team e.g. Business Resilience, Client money, Client Relationship (e.g. on-boarding/refresh), Regulatory change
• Working with CFM businesses, and support areas, such as Finance, Operations, Technology and Risk Management to provide analytical support to cost management and other initiatives at a business group level
• Preparing presentation and other management information for various Bank wide and CFM governance forums
• Assisting CFM businesses and CFM Central with new business/product initiatives. This includes preparing necessary documentation and facilitating internal stakeholder approvals for new business/product initiatives, developing operational processes and working with other areas to implement business set up
• Supporting operational process improvement initiatives through critical evaluation of business processes to identify and implement opportunities for enhancement
• Minimum Bachelor’s degree
• Business Management, Planning & Analysis (P&A), Finance and/or Risk experience preferred
• Excellent interpersonal skills, comfort with working and partnering people at all levels
• Ability to support the management of complexity and multiple workstreams and meet tight dealines
• Strong Microsoft PowerPoint Skills
• Existing knowledge of financial markets
• Energetic, self-motivated and effective under pressure - must enjoy the challenge of working within a fast-paced and demanding working environment

Am-business Management Associate Resume Examples & Samples

• Proactively participate in control reviews and risk assessments for the entire business
• Support daily tasks and special project management activities related to new business initiatives and control agenda
• Partner with Tech & Ops to ensure delivery of key business projects on time, as well as set up of strategic system infrastructure, roadmaps and opportunities for productivity improvements
• Work closely with Control functions SM, Risk, Legal & Compliance to oversee execution of regulatory priorities
• Help to drive ongoing enhancements and modifications to internal processes
• At least 2 years of related experience
• Fluent English in both written and verbal communication
• Can do attitude and self-starter, proactive solution thinker
• Ability to effectively summarize findings or critical information in a timely manner
• Team-oriented and collaborative
• Outstanding organization and people leadership skills
• Project management skills working with both strategic and tactical projects
• Understanding of Private Banking or Asset Management business including products and services
• Minimum qualifications would be a Bachelor's degree
• Proficient in Microsoft Word, Excel, and Outlook
• Well organized and strong communication skills
• Experience in process documentation
• Analytical aptitude
• Must have and maintain a valid driver’s license
• 2+ years professional experience
• Demonstrated individual and team leadership skills
• Effective problem-solving, decision-making and planning and organizational skills
• Ability to manage multiple priorities in a dynamic environment
• Able to interact effectively with a diverse organization and have excellent teamwork and interpersonal skills
• Ability to lead a small team
• Understanding of the Appliance Service Collections process
• Understanding of the Payment Hierarchy
• IT project and Change Management experience
• Proficient in writing SQL
• Skilled in process mapping
• As an Associate Vice President focused on Private Banking Strategy and Business Management, you will be expected to assume full ownership of major projects, driving the development of meaningful solutions to critical business issues and effectively communicating them to key stakeholders. We work closely with senior management across Firm functions to analyze information, develop recommendations, and drive change
• Strong problem solving and analytical skills are imperative as the role entails structuring quantitative and qualitative analyses, assessing operational and financial information, and partnering with professionals across the organization to gain expert insights
• Focus areas will include Private Banker, Financial Advisor and Branch Manager Compensation Plans, competitive intelligence of other wirehouses and industry competitors, FA and client segmentation analysis, and broader strategic initiatives across the organization
• The role will require a leader with strong communication skills who is capable of organizing and prioritizing projects
• The candidate needs to be a detail-oriented, self-starter capable of solving problems and managing projects from start to finish
• Excellent problem-solving ability and business judgment
• Strong analytical and modeling skills with knowledge of Excel and proficiency in PowerPoint
• Superior verbal and written communication skills and proven ability to interact with senior leadership
• Ability to multi-task and manage competing deadlines
• Strong interpersonal collaboration and team skills including working with cross-functional teams
• Develop a thorough understanding of how Financial Advisors manage their practices to aid in identifying business opportunities that will drive top and bottom line growth
• Perform modeling to determine best usage of identified business opportunities to drive business incentives and rewards including ROI scenarios
• Support and design enhancements for key platforms used to support Business Management by Financial Advisors & Branch Managers
• Support and design business management views to deliver business intelligence to our managers and advisors
• Partner with and collect business requirements from business units across Wealth Management including Banking and Lending, Field Management COOs, Product Areas, Teaming and Partnering, and many others to drive strategic initiative field reporting
• Support platform change roll-outs including user acceptance testing, communication materials, field training, and other materials as needed
• Work effectively in cross-functional teams, having demonstrated strong partnerships with both internal and external business partners and alliances
• Demonstrated ability to transform business needs into technology requirements that both the business and technology understand
• Ability to develop task based project plans identifying deliverables, business owners, and key deadlines and socializing these plans with the project team
• Self-starter with strong and creative problem-solving skills who is excellent at multi-tasking
• Succinctly communicate ideas, recommendations orally and in writing to a wide range of audiences, as well as exceptional listening and presentation skills
• Related financial services industry experience preferred
• BA/BS with strong academic record
• 1-3 years work-related experience
• Reconciliation Services
• Confirmations
• Currency Transaction Reporting
• Court Orders and Levies
• Custody Services
• Business Reporting & Analytics
• Analyze operational and financial data
• Monitor all key operational metrics and coordinate weekly/monthly metric submission and commentary for any missed metrics
• Continually evaluate existing metric processes and procedures. Recommend additional controls or enhancements to provide consistently accurate metrics to senior leadership
• Track headcount, open positions, and org chart changes for the business unit
• Lead projects in support of the business unit
• Respond to ad hoc, quick turnaround requests for information and analysis in a fast-paced environment with competing demands
• 2+ years of proven experience leading small scale projects
• Ability to use reports, metrics and other data to identify trends, issues and opportunities
• High level of proficiency in organizing, priority-setting, and issues management
• Ability to create executive level communications
• Advanced PowerPoint skills
• Advanced Excel skills

COO Business Management Associate Resume Examples & Samples

• Partner with the team to establish the setting, execution and tracking of business & strategic objectives across all 6 global marketing functions (insights, content, experiential, strategy, digital and operations)
• Stay closely aligned with regional CMOs on their business agendas and priorities through an effective governance and communication framework
• Partner with HR to set, execute and track ongoing Talent & Diversity objectives
• Ensure all six marketing functions are connected to the firm’s operating model
• Govern and drive progress of key global marketing initiatives against firm wide objectives
• Help drive cross-functional projects by partnering with the appropriate groups around the firm
• Responsible for all executive and communication forums related to Global Marketing
• Provide Chief of Staff support for the Global CMO

Business Management Associate Programme Resume Examples & Samples

• To understand the role of a Service Manager and managing customer contracts successfully
• To maximise the opportunity to understand Computacenter as an organisation through the rotations
• To build productive relationships across the business to enable success as you move into role at the end of the programme
• To develop your people skills and service management skills
• To increase your knowledge of the IT Industry
• To prepare yourself for a customer facing role with some of the largest public and private enterprises in the UK and beyond
• Self-motivated individuals with an interest in IT and delivering excellent customer service
• Degree educated in any discipline and achieved a minimum of a 2:1*
• Ability to work in a fast paced dynamic environment
• An interest in IT and technology
• A desire to be working direct with customers
• Great team player with the ability to build strong professional working relationships
• Ambition, enthusiasm and a drive to succeed
• Due to the nature of this role is it essential that all candidates have a UK driving licence
• Please note applications are welcome from any graduate no matter if you graduated more than 2 years ago

Asset Management Solutions Business Management Associate Resume Examples & Samples

• Monitoring and maintaining the data integrity in Panda
• Preparing presentations and Business Flow diagrams
• Partnering with the Front Office, Core Operations, and Technology teams to resolve issues
• Owning and driving process improvements for the Solutions business
• Documentation of the policies, procedures and terms of reference supporting the MAS business and controls
• Partner with the MAS Teams globally to effect suitable best practice for the Group where applicable and appropriate
• Establishment and running of the governance and oversight process for MAS in its use of different investment functions
• Represent MAS at regulatory initiatives and governance/control forums across JPMAM
• Partner with the Risk and Independent Control Functions
• Structural review of governance and operating models supporting the MAS business to allow for future development and expansion
• 5 years + Financial Services experience (including ops experience e.g. Guidelines, PAG, Trade Support, Oversight)
• Excellent communication skills; ability to articulate complex issues
• Organizational skills; track & troubleshoot complex issues and drive solutions
• Understanding of financial instruments – Equities, Bonds, & Derivatives (listed & OTC)
• Strong technical & analytical skills, expert level MS Excel skills
• Familiarity with financial data vendors (Bloomberg / Thompson)
• Support annual budgeting and planning process
• Lead sales, expense and headcount forecasting
• Support COO on a wide range of business and other issues
• Strong analytical ability – able to grasp concepts quickly, analyse relevant information and problem solve
• Confident and highly motivated with an ability to balance multiple tasks under pressure
• Excellent communication/presentation skills, both written and verbal, in a multi-level team environment
• Strong execution – results-focused, prioritises key tasks, keen attention to detail
• 3-5 years’ experience in financial services preferred
• Bachelor degree (or similar) in a relevant field
• Minimum of 5 years in project management role
• Minimum of 5 years of experience in financial services industry
• Risk Management knowledge
• Ability to demonstrate project management skills
• Be highly execution orientated
• Be able to prioritize work, meet tight deadlines, and work well in a fast-paced, team environment
• Understanding of the Meter Reading, Field Service, and Field Collections processes
• Understanding of Field Operations, related work prioritization and Order of Execution
• Working knowledge of SAP, Field Collections System (FCS), MarketSwitch, and Field Service Database
• Proficient in Microsoft Word, Excel, Access and Outlook
• Experience with face-to-face customer interaction
• Utility infrastructure experience
• Utility lighting knowledge
• Experience using SAP

Wealth Management Investments Business Management Associate Resume Examples & Samples

• Work with Senior Management across Wealth Management, including Asset Class Leaders, Portfolio Managers, Due Diligence, Investment Team Leaders and Operating Committee Members, to formalize business priorities
• Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps and opportunities for improvement
• Present business proposals and conduct checkpoints with Senior Management for review and approval
• Represent Investment Solutions’ interests and priorities in key decision making forums
• Meet key deliverable/milestone deadlines
• Establish and lead working groups, requiring effective partnership with the following groups
• Investments
• Product & Platform
• Measure results via business, client, and team impact
• 4-6 years of experience in business management or investments
• Experience with and in-depth knowledge of fixed income, structured notes, equities and alternatives
• Experience with distributing complex investment solutions to affluent or high net worth individuals and/or families
• Trading or trading infrastructure experience
• Experience with the global regulatory initiatives
• Broad understanding of JPMorgan Asset Management, and Global Wealth Management specifically
• Very Strong PC skills including MS Excel, PowerPoint, Word, Visio
• Outstanding attention to detail and ability to learn complex processes that affect various functions and business units within Risk Management
• Enjoy working in a fast-paced business environment
• College degree; 2-4+ years Financial Industry Experience
• 1+ Year of Risk Experience in an Asset Management / Wealth Management Environment – preferred
• Spanish Language Skills preferred

Senior Business Management Associate Resume Examples & Samples

• Partner with Recruitment / BU MT teams to drive the location build out by preparing hiring plans and driving the recruitment decisions
• Partner with SLT BMs to drive the People processes across the SLT areas
• Be the point of contact for all people related activities such as wellbeing, attrition, Building career etc
• Manage high quality MIS for the NWM level data covering various aspects mentioned above
• Providing comprehensive briefings to the India Head, SLT Leads, and where appropriate, our central P&BM on all aspects of people performance
• Program management of people level initiative started or driven by the India head
• Conceptualize and implement processes that help us row on our Our View score
• Process improvement, change implementation and management experience
• Excel knowledge with good command on automation through macros, formulae and pivots
• Excellent in communication across geographies
• Ability to handle multiple activities simultaneously

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