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yyyyyy x. yyyyyy                                                                    

3972 barranca parkway, unit #0000 xxxxxx xxxx , xxxx , xxxxx 00000

abc@xyz.com

(xxx-xxx-xxxx

 

career objective                              

bilingual financial analyst and economic graduate student eager to contribute sharp money management, technical analysis, and accounting skills toward assisting clients in decision making and increasing profitability

profile                                                

ø  offer more than 8 years of progressive financial analysis and 5 years of multi-platform trading experience

ø  provide outstanding customer service through efficient research and resolution of potential issues; possess sharp analytical aptitude and problem-solving capabilities

ø  apply exceptional relationship management skills towards cultivating a diverse client base and far-reaching network of industry contacts resulting in referrals

ø  work closely with existing and prospective clients to provide personalized investment product recommendations; diligently perform policy reviews and oversee stock trades and the appropriate allocation of assets

ø  accurately perform accounting functions; prepare invoices, bills, credit memos and payments, collection reports, checks, balance sheets, and financial statements and reports

ø  successfully maintain detailed database and filing systems; facilitate timely processing of internal and external requests

ø  dynamic organization, prioritization, and time management skills; integrate emerging technologies into day to day operations to improve productivity

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  fully bilingual in english and arabic

education                                           

california state university, fullerton      

studies towards master of arts in economics                                      anticipated graduation insert year

bachelor of arts in finance & business economics                                                     2007

 

irvine valley college     

associate of arts                                                                                                          2005

 

~ professional development ~

online trading academy ~ optionetics ~ sam seiden

professional experience                

malcom management   

financial analyst i                                                                                                       2001 c 2009

  • conduct corporate financial analyses to provide clients with customized investment advice
  • proficiently research and analyze credit risks, assess credit history, and review tax returns
  • utilize statistical software and spreadsheets to evaluate findings
  • accurately prepare detailed monthly, quarterly, and annual financial reports and generate budget forecasts
  • execute e-mini futures & forex trades

 

 

yyyyyy x. yyyyyy                                                                    

3972 barranca parkway, unit #0000 xxxxxx xxxx , xxxx , xxxxx 00000

abc@xyz.com

(xxx-xxx-xxxx

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a wealth management capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include more than eight years of experience as a financial analyst, as well as extensive experience managing the accounts of my family and friends.  i excel at conducting detailed analyses of complex data to develop customized investment strategies for corporations and individuals.  my strong technical and accounting skills have consistently proven instrumental in my success at executing profitable trades with diverse financial instruments using varied platforms.  to complement this background, i am currently working towards my master s degree in economics and am registered to sit for the level i cfa exam in december.  i am also fluent in arabic and able to work with a far-reaching client base.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

 

yyyyyy x. yyyyyy

 

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