REVIEW MY CV: This CV works fine in Canada, why won't it work in London?
I am relocating to London in June and I can't seem to get any callbacks with this CV. It works wonders in Canada but seems to miss the plot in the UK. In addition, I graduated from a Canadian University with the equivalent of a 2:2 average, is that worth mentioning? Please look at my CV and tell me how it can be improved.
PROFILE
I have completed a bachelor's degree in finance and am working towards acquiring my CFA designation. I have six years experience in the banking and investment industry, with a particular emphasis in the operations and performance department. I have well-developed organizational, technical, and analytical skills. In addition, I have five years experience actively managing my personal equity portfolio. Through my experience in the banking and investment industry, I have liaised with a multitude of portfolio managers, analysts and traders and throughout these meetings I have succeeded in developing my own investment thesis.
PROFESSIONAL EXPERIENCE
Asset Manager Jan 2008- Current
SENIOR ANALYST - PERFORMANCE & RISK (0.5 years) Montreal, Canada
· Calculate investment performance & asset attribution data in a format which maximizes the usefulness of data.
· Execute detailed analytical and evaluative review of specific investments, historic market and portfolio performance.
· Key role in subscribing firm to GIPS performance standard
· Interact with Portfolio Managers & external consultants when performance figures are
called into question or required. In addition, provide Portfolio Managers and external
consultants with ad-hoc reports.
· Maintain benchmark indices
· Serve as backup to risk management team, preparing daily risk management reports when called upon.
ACHIEVEMENTS
· During a merger involving my employer, I played a key role in integrating accounts and benchmarks into a new performance system.
· Project lead in implementation of the new performance system
SENIOR ANALYST - FINANCIAL DATA MANAGEMENT (2.5 years)
Montreal, Canada
· Centralized the creation and setup of securities within internal systems
· Responsible for the execution and preparation of corporate actions firmwide.
· Prepare proxy voting research reports
· Liaise with custodian banks and overseas offices to resolve income and tax differences
· Review dividend information against data vendors on a daily basis
· Ensuring all trades entered into the settlement system are pre-matched
· Execute the setup of all new funds into the back office operating system.
· Assist in the reconciliation of fund accounting statements
· Produced and prepared various financial reports presented to Portfolio managers
· Revised internal financial control processes
· Trained new hires
ACHIEVEMENTS
· Reconstructed income credit model used by the back-office
· Designed, tested, and installed a new security classification platform
Assisted in the planning, testing and implementation of FMC Recon 6.0
Asset manager Feb 2005- Dec 2007 SENIOR PORTFOLIO ADMINISTRATOR (2.5 years)
Montreal, Canada
· Prepare daily custodial cash reconciliation reports and research any discrepancies
· Responsible for calculation and creation of customer attribution profiles.
· Ensuring all trades entered into the settlement system are pre-matched
· Updating settlement instructions
· Generate and oversee generation of client investment performance
· Produce required reports for interested parties (internal & external)
· Confirm date presented to clients is reliable and up to date at all times
· Support team leader in the coordination of divisional projects and initiatives
· Support team leader in monthly audit of customer accounts
· Support team leader in managing team
· Responsible for writing and maintaining an up to date procedures manual for all
positions within the team
· Acted as intermediary between portfolio manager and client for ad-hoc requests.
PORTFOLIO ADMINISTRATOR (0.5 years)
· Responsible for completion of cash and asset reconciliation
· Produce required reports for all interested parties (internal & external).
· Confirmed date integrity of all customer files
· Performed cash availability review in the instance of a customer cash call
· Supported team leader in the preparation of daily custodial cash reconciliation reports
EDUCATION AND TRAINING
- CFA LEVEL 1 CANDIDATE 2011- CFA DESIGNATION Level 1 Examination: June 2011
CANADIAN SECURITIES INSTITUTE 2009 CANADIAN SECURITIES COURSE
CANADIAN UNIVERSITY 2000-2004
BACHELORS FINANCE
TECHNICAL SKILLS
Software proficiency: Bloomberg, Reuters3000, Reuters Knowledge, MS Excel (VBA, MySQL),
MS Word, FMC, FMC Recon, SS&C Net, Sylvan, Bi-Sam
Knowledge: Securities Valuation, Financial Modeling,
Languages: Portuguese, English, French
REFERENCES AVAILABLE UPON REQUEST