投資分析師(Investment Analysis)英文簡歷模版
Investment Analysis Strength ·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations. Personal Name: Stella Li Gender:Female Date of Birth:August 23th,1973 Experience 1990-1996 XXXX RETIREMENT & INVESTMENT SERVICES Plan Analyst ·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. --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 |