最新投資分析師英文簡(jiǎn)歷范文

　　最新投資分析師英文簡(jiǎn)歷范文

　　Personal

　　Name: Stella Li

　　Gender: Female

　　Date of Birth: August 23th,XXXX

　　Martial Status:Married

　　Email Address:www.fuchuonang.cn

　　Tel:(010)67183945-7869

　　Mobile Phone:13911216789

　　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.

　　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

　　投資分析師分類

　　投資分析師也包括很多不同的類別;從產(chǎn)業(yè)投資和金融投資的角度可以分為實(shí)業(yè)投資分析師和金融投資分析師;金融投資分析是可以細(xì)分為證券投資分析師、期貨投資分析師;而我國(guó)目前的實(shí)業(yè)投資方面的分析師職業(yè)僅有投資項(xiàng)目分析師一種。

　　金融投資分析師

　　金融投資分析師包括證券分析師、和衍生品分析師;衍生品是指以股票、債券這些基礎(chǔ)金融產(chǎn)品衍生出來(lái)的產(chǎn)品，向商品期貨、股指期貨、黃金期貨、外匯期貨都是屬于衍生品。現(xiàn)在國(guó)內(nèi)正規(guī)的金融分析師職業(yè)只有注冊(cè)的證券分析師、注冊(cè)期貨分析師，有的做期貨的分析師因?yàn)橹粚ＷⅫS金所以有時(shí)也叫他們黃金分析師，我國(guó)的外匯準(zhǔn)入制度現(xiàn)還不完善;有些所謂自稱黃金分析師或外匯分析師都是一些不正規(guī)的公司或者干脆就是騙子公司的騙子，所以在選擇投資產(chǎn)品一定要選擇銀行或證券公司的產(chǎn)品，不要相信所謂的投資咨詢公司。

　　投資項(xiàng)目分析師

　　投資項(xiàng)目分析師,CIA我們國(guó)家現(xiàn)在有一種關(guān)于實(shí)業(yè)投資方面的分析師，這便是投資項(xiàng)目分析師;投資項(xiàng)目分析師是掌握產(chǎn)業(yè)投資項(xiàng)目分析的技能、方法和工具，通過(guò)對(duì)行業(yè)分析、盡職調(diào)查、風(fēng)險(xiǎn)評(píng)估等專業(yè)手段，對(duì)各類投資項(xiàng)目進(jìn)行篩選和評(píng)估，最終作出獨(dú)立投資決策的專業(yè)人士。

　　投資項(xiàng)目分析師的培養(yǎng)對(duì)象包括但不限于投資公司的`投資經(jīng)理、投資咨詢公司投資經(jīng)理、上市及非上市的大中型企業(yè)的中高層、財(cái)務(wù)總監(jiān)、投資項(xiàng)目經(jīng)理、商業(yè)銀行的風(fēng)險(xiǎn)管理部門(mén)人才、非訴訟業(yè)務(wù)的律師、參與投資項(xiàng)目盡職調(diào)查的會(huì)計(jì)師。

　　課程內(nèi)容包括：《投資項(xiàng)目評(píng)價(jià)》《市場(chǎng)調(diào)研及行業(yè)分析》、《投資項(xiàng)目盡職調(diào)查》、《投資項(xiàng)目效益評(píng)估》、《兼并與收購(gòu)》、《商業(yè)計(jì)劃書(shū)和投資分析師報(bào)告編寫(xiě)》、《使用excel編制投資財(cái)務(wù)模型》、《私募股權(quán)投資基金PE》等。