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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

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AUTHORAnonymous Insider Comment
  • Ya
    Yankee
    12 May 2011

    Stay in Canada, the UK and especially the City is a sinking ship.

  • Ca
    Cant stand canucks
    11 May 2011

    Leave Canada - it is a dead end spot to be a banker... Rubbish comp - same faces at the top for the last 20 years. It is an old boys club who do small small cap deals.. If you like oil and gas + mining by all means stay. Otherwise leave...

  • XF
    XFiles
    11 May 2011

    I would stay in Canada if I was you mate

  • No
    Nothing to do
    11 May 2011

    With ref to Do not suffer fools - an equity partner in an asset manager and you have time to post messages on this board? What are you selling repackaged fish?

  • Le
    Leafs fan
    11 May 2011

    You might tray to target firms with some specific links to Canada (ie. portfolios they run with exposure to Canadian securities, particularly commodities). Canada is seen generically as a commodity-driven economy thus you could comb your experience and highlight your exposure to commodity strategies. I agree with the remark that you might have to focus on a middle office role to get your foot in the door because changing countries is a formidable obstacle and with middle office roles enjoying relatively more demand in recent months compared with front office roles, taking this path of least resistance is possibly worthwhile. Once you are in the door in some capacity, if you are affable, smart and good at networking, you should be able to migrate to the front office in time. Finally, work your overseas (hopefully fellow Canadian) and lcoal contacts for leads on which firms have firm links with Canada. These firms might even have offices in Toronto/Vancouver so perhaps you can approach them locally to assess your chances. Nothing ventured, nothing gained. Good luck. This is not an impossible task, but cold-calling with a CV overseas is a low probability approach. Good luck!

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