证券投资分析英文简历模板



Donald Jobs
No.67, Lane123, Job Rd. Job District, Shanghai, China, 200070
service@yingjiesheng.com
(+86) 139-00××-××00
Education
University of Toronto at Mississauga 
Bachelor of Commerce, Finance and Economics
May 2014
GPA: 3.8 
Canadian Securities Course (Honours)
Relevant courses: International Finance (including Valuation); Advanced Topics in   Corporate Finance; Investments; Economics of Financial Risk Management; Seminar  in Equity Research
Relevant Experience 
TD Canada Trust (part-time)
Assistant to Financial Adviser
2013 - Present
Reviews client files to evaluate alignment of investments with profile; identifies required action for Financial Advisor; drafted three proposals which were accepted
Averages 10 cold calls/day to cultivate new clients. Increased new client portfolio by 25%
Confirms receipt and delivery of securities and RRSP transfers
Commended for ability to maintain customer focus while meeting tight deadlines
UTM Undergraduate Commerce Society 
Vice-President of Finance
2013 - Present
Analyzed needs, negotiated sponsorships and presented at five special events featuring industry speakers
Re-elected to second year term
Increased level of Finance student participation by more than 20%
Provided leadership to off-shore tech teams via training and analyzing business requirements
 UTM Investment Club
Charter member
2012 - Present
Researches market sectors and presents appropriate investment recommendations at club meetings. Currently achieving average annual rate of return on portfolio of 14%
Researched and analyzed student needs; investigated other student clubs; co-produced charter; launched first club of this type on campus
 Valuation Project, UTM Finance Course
Jan 10 - Mar 12
Analyzed fictitious, publicly traded company; valued securities and intangible assets; recommended opportunities that would structure capital so as to maximize value
Showcased recommendations in advanced PowerPoint presentation and handouts
Business Environment Assignment, UTM Finance Course
Nov 11 - Dec 11
Evaluated business environment for financial services organizations. Report included analysis of institutional policies and practices in light of economic and fiscal opportunities and constraints existing at the time
Developed insights into today’s business environment for financial institutions
OTHER EXPERIENCE
Coach, community soccer team
2011 - present
Informally mentors children, enabling them to build confidence and team skills.   Schedules practices; communicates with parents
Cashier and Stockperson, Grand & Toy 
June - Sept. 2011
Provided excellent customer service whilehelping customers locate and select merchandise
Commended for managing cash accurately

Original article from 简历研究院