投资分析岗位的主要职责是协助部长建设和完善投资管理相关制度、流程;参与投资项目调研,组织对已投资项目进行后期评估,对下属企业的投资项目提出评估意见等等。需要具备会计基础知识、税法知识、金融知识、财务管理知识等等。这里分享一份投资分析的英文简历模板供大家参考。
Strength
-Comprehensive knowledge of defined contribution 401(k)pension concepts and regulations.
-Effective leadership and team-building.
-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:××××××
Gender:Female
Date of Birth:August 24th,1978
Martial Status:Married
Email Address:××××××
Tel:××××××
Mobile Phone:××××××
Experience
××××-××××
XXXX RETIREMENT&INVESTMENT SERVICES
Plan 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'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
××××College
Bachelor of Science,Business Administration
Awards
PRESIDENT'S CLUB AWARD