Sample Quantitative Analyst Resume

Objective

A position in a firm that requires a background in investment management & trading, quantitative research, business analysis, project management, and IT software development.

Summary
 
  • Strong quantitative background with trading desk experience
  • Intensive knowledge in developing portfolio, risk, performance, and credit analysis tools for investment management
  • Experienced equity and fixed income investment analyst
  • 8 years managing IT system projects, analyzing business processes, and developing software applications
  • 13 years in the mutual fund industry working in investments, trading, IT, accounting, and operations
  • CFA level 3 candidate

    • Areas Of Expertise
     
  • Analyzing company financial statements and making investment recommendations
  • Implementing quantitative models and integrating them into an investment process
  • Analyzing portfolio risk characteristics, modeling cash flows and calculating security analytics
  • Working with clients to understand business process and developing applications.
  • Design investment screening tools to identify potential investment opportunities.
  • Creating project plans including but not limited to defining scope, requirements, resources, and deliverables
  • Designing and implementing trading, accounting, and analytic systems
  • Leading IT software development and quantitative teams

    • Professional Experience

    Core Capital Management & Research Inc. Houston, Texas 2007 to Present
    Investment Manager / Partner
  • Joint venture with a business partner to build a private asset management practice.
  • Develop and execute business and marketing plans.
  • Analyze company financial statements in certain industries and make investment recommendations.
  • Develop a proprietary investment process for managing client accounts.
  • Develop quantitative models to identify investment opportunities.
  • Review economic variables that measure the overall direction of the US economy and assess the impact on the client portfolios.
  • Deliver presentations to prospective clients on the company’s investment strategy and products.

    • A I M Management / INVESCO Houston, Texas & Atlanta, Georgia 1997 to 2007
    Quantitative Analyst / Project Manager (2004 – 2007)
  • Worked with portfolio managers, analysts, and traders to develop new quantitative tools to enhance the investment process within the investment grade, high yield, and municipal teams.
  • Researched, developed, and implemented new investment tools using MS Access, MS Excel, and other analytic systems.
  • Analyzed company and security characteristics and made investment recommendations using third party investment tools. Metrics considered in analysis included the cash flow characteristics of the entity, pervious security performance, relative value analysis of credit risk, and foreign currency implications.
  • Business-side project manager who prioritized and managed investment initiatives as part of the global process management committee.
  • Developed a reporting and portfolio management architecture using Wilshire Axiom to decompose the mutual funds into various risk exposures relative to the appropriate benchmark.
  • Developed strategic plans on how to grow the quantitative research group at AIM, including tactical initiatives to be undertaken by the department. Provided corresponding implementation plans and resources requirements for these projects.
  • Researched currency models and assessed their predictive ability and shortfalls for use in FX trading.
  • Prepared performance & risk reports that were utilized by the portfolio administration, fund accounting, compliance, and marketing departments.
  • Hired and supervised quantitative analyst and interns.

    • Senior Associate – Business Analyst / Project Manager (2001 – 2004)
  • Gathered business requirements, analyzed business and technical procedures, documented functional and design specifications, managed the software development process, and implemented data interfaces between internal investment and trading systems, external data providers, and other third party applications.
  • Served as the Project Manager on small to large IT projects utilizing the waterfall system life cycle approach.
  • Analyzed and resolved business and technical issues related to the Portia portfolio accounting system, FMC Recon software, and other custom developed applications. Included business process changes as well as system changes.
  • Analyzed and made recommendations on new solutions for improving business processes and resolving technical issues related to the Unix servers, Sybase databases, and Portia overnight batch cycle.

    • Investment Team Lead /Business Analyst/Project Manager, IT Services     (1999 – 2001)
  • Gathered business requirements, analyzed business and technical procedures, documented functional and design specifications, managed the software development process, and implemented data interfaces between internal investment and trading systems, external data providers, and other third party applications.
  • Managed the investment application support team responsible for supporting the PORTIA accounting system, Merrin trading system, and Bloomberg trading system. Created staffing plans, interviewed and hired business analysts, and trained all business analysts on the investment system team on IT processes, procedures, and applications.
  • Developed and implemented internal application support standards within the application support group, the IT Services Team in Atlanta, as well as other departments across the AMVESCAP organization.

    • Project Analyst / IT Analyst     (1997 – 1999)
  • Developed a sales and account tracking system that computed wholesaler compensation and departmental bonuses.
  • Coordinated the automation and process redesign of the wholesaler compensation and sales support process.
  • Analyzed revenues and expenses and prepared departmental budgets.
  • Managed the planning, development, testing, and implementation phases of system enhancement projects that had critical deliverable dates.

    • Variable Annuity Life Insurance Company VALIC Houston, Texas 1994-1997
    Fund Accountant
  • Developed standard and ad hoc reports for the investment portfolio managers and fund accountants.
  • Maintained settlement records of security trades with brokers.
  • Monitored corporate actions and adjusted portfolio holdings accordingly.
  • Maintained and closed general ledger for portfolio asset management system.

    • Education / Certifications
     
  • Master of Science in Accounting (MSA), University of St. Thomas, 1999
  • BBA - Finance & Economics, Stephen F. Austin State University, 1994

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