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            投資分析師英文個人簡歷范文

            時間:2017-01-03 個人簡歷范文 我要投稿

              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。投資分析師英文個人簡歷范文是小編為大家帶來的,希望對大家有所幫助。

              投資分析師英文個人簡歷范文一

              investment analysis

              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:13911216789

              experience

              1990-1996 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 ganji.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 college bachelor of science, business administration

              awards

              president's club award

              投資分析師英文個人簡歷范文

              Investment Analysis

              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:stellali@chaojifanwen.com

              Tel:(010)67183945-7869 Mobile Phone:13911216789

              Experience

              1990-1996 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

              XXXX College Bachelor of Science, Business Administration

              Awards

              PRESIDENT'S CLUB AWARD

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