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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Analysis Executive

Leadership and Development Strategist ~ Financial & Feasibility Research~ Portfolio Management


Performance-focused Financial Analyst and Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of leadership and management initiatives, strategic financial planning, portfolio management, trading futures, trading options, relationship management,  financial instrument management, risk management, budget management, forecasting, as well as cross-functional team development.

Ø  In-depth knowledge of vendor relations related to appropriate utilization of financial data.

Ø  Possess strong research and analytical skills concerning both quantitative and qualitative data.

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams to produce both short term and long term financial strategies.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.




Functional Competencies


Ø  Manage and direct diverse teams in a cross-functional manner to ensure information sharing and resource collaboration. 

Ø  Consistently work with training and development group in concerted efforts to improve quality of data for internal staff. 

Ø  Act as mentor and coach in order to motivate staff resulting in increased retention and loyalty.

Ø  Research and analyze specific market data in order to employ relevant plans of action.  

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Frequently act as facilitator in order to act as problem-solver and conflict resolution specialist, particularly related to fund services group.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing financial trends in the market to identify relevant information and advise clients appropriately. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Analyze corporate actions regularly in order to plan and execute dissemination of company data in an efficient and timely manner.





Professional Career Track


Bank of New York Mellon                                                                                                              1987-2009


Senior Portfolio Manager / Vice President, Mellon Capital Management                              2003-2009

Formerly BNY Quantitative Equity Management

  Primary responsibilities include acting as quantitative equity manager for Domestic Indices and Exchange Traded Funds totaling $ 13 billion, responsible for investment decisions, analytics and trading assets. Calculated and traded index futures to ensure that daily cash was properly hedged. Prepared and published Exchange Traded Funds baskets. Wrote investment performance reviews and discussed performance attribution with clients and consultants on a regular basis.  Additional functions and accomplishments included;

  Implemented tax efficient portfolio strategies for over $1.5 billion of taxable assets.

  Executed large program and derivatives trades which added alpha to portfolio returns.

  Oversaw a cash equitization program which improved account returns.

  Reduced commission costs saving clients money.

  Integral part in client presentations and new business development.


Transition Manager / Derivatives Trader / Vice President, Bank of New York Mellon           1999-2003

  Primary responsibilities included performing portfolio transition services for Defined Benefit Plans, Defined Contribution Plans, Taft Hartley Plans, Public Funds, Endowments, and Foundations investment portfolios. Prepared a transition review, cost analysis and benchmark analysis for the clients. Derivatives trader and strategist for BNY Asset Management. Educated portfolio managers and clients on derivative strategies to diversify and hedge their portfolios.  Additional functions and accomplishments included;

  Executed over 300 portfolio transitions representing over $25 billion in assets, equities and fixed income.

  Developed marketing materials to educate clients and to obtain new business.

  Traded options and futures for mutual funds, institutional accounts and high net worth accounts.


Client Service Officer / Relationship Manager, Assistant Vice President, Bank NYM       1992-1999

  Primary responsibilities included acting as primary point person for Master Trust clients for all bank services, Accounts included Defined Benefit Plans, Defined Contribution Plans, Endowments, and Foundations. Cross-sold bank products.


Earlier Experience


Accounting Supervisor/Assistant Treasurer/Master Trust Accounting, Bank of New York Mellon  



Academic Credentials & Training


n B.S. - Accounting, C.W. Post Campus of Long Island University










Yyyyyy x. yyyyyy








Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key roles as a Financial Analyst and Accounting Executive within various professional settings.

 I am skilled at providing expertise regarding comprehensive tasks including financial analysis, client support, financial feasibility research, and a strong background in all aspects of portfolio management.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a support expert in various forms within this industry so I understand many functional aspects of organizational support from many levels and vantage points.

 Further, I am accustomed to integrating into various cultures and environments. I am experienced at working and collaborating with others as well as developing and implementing best practices models to increase efficiency and productivity.  I offer years of formal training as well as progressive advancement within my career due to excelling at responsibilities and making significant contributions to company growth. 

            I am an exceptionally hard worker and my peers consider myself a strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.


Robert McCormack



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