yyyyyy x. yyyyyy

55 se 6th street, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx         

abc@xyz.com

 

yyyyyy x. yyyyyy

investment/financial analyst

yyyyyy x. yyyyyy

 

results-driven executive eager to contribute expertise in financial analysis, p&l, asset management, and business development toward actively collaborating with a dynamic organization in maximizing bottom-line performance. offering progressive investment and financial experience, with consistent results in achieving fiscal and organizational objectives. talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. strong leader who excels in developing and directing top-performing teams. effectively establish and manage key relationships with decision makers and strategic partners. areas of expertise:

 

project management joint ventures team leadership profit and loss

financial analysis operations risk management asset management

real estate investments research and planning resource allocation/administration

yyyyyy x. yyyyyy

 

  won 2005 president s volunteer service award for exceptional service and dedication.

  consulted magna corp on development of 800+ acre organic farm in rural louisiana to provide opportunity for hurricane katrina victims.

  cost-effectively allocated, administered and controlled $1 million portion of lsu foundation endowment in student managed investment fund.

yyyyyy x. yyyyyy

 

america s capital partners, miami, fl                                                                             2007-present

vice president            

  contribute dynamic leadership skills in managing all aspects of the risk management/insurance department, with strong focus on optimizing productivity, efficiency and performance.

  conduct comprehensive review and analysis of office, retail, industrial, and multifamily commercial properties for acquisition, exhibiting strong attention to detail.

  build and establish investment management infrastructure, integral to maximizing company s real estate investments.

  proficiently set up cam reconciliation spreadsheets, perform cam true-ups and calculate estimated cam billings for property portfolio, demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

  play a key role in structuring legal documents for three distressed and opportunistic real estate funds, collaborating directly with senior management.

 

 

 

page 1 of 2

 

 

keith j. richard                                                                                                            page 2 of 2

yyyyyy x. yyyyyy

 

career background continued

 

 

 

united capital asset management, key biscayne, fl                                                      2007

risk metrics analyst               

  strategically evaluated, defined and controlled risk through comprehensive analysis and modeling of varied asset-backed securities ranging from subprime bonds and home equity and franchise loans to aircraft and equipment leases.

  relied upon to lend expertise toward measuring various portfolio risk metrics and the overall risk profile of the company s $750 million funds.

 

cook, moore & associates, baton rouge, la                                                                2006-2007

commercial real estate appraiser                 

  proactively ensured accurate appraisals by thoroughly modeling and analyzing income and expense streams with discounted cash flow analysis for valuation.

  consistently prepared and produced complex, legally-binding, 200-400 page appraisal reports, while meeting strict deadlines.

 

commonwealth advisors, baton rouge, la                                                                    2004-2006

intern c asset management/analytics              

  applied advanced communication and interpersonal relation skills toward building key relationships and liaising effectively with clients, brokers, potential investors and business partners on a daily basis.

  researched and analyzed various abs/mbs securities for investment opportunity, acquiring valuable asset management knowledge and experience.

  actively assisted in the launch of a distressed security hedge fund, supporting enterprise-wide operations.

yyyyyy x. yyyyyy

bachelor of science in finance - louisiana state university, baton rouge, la; 4.0 gpa

related coursework:  investments, fixed income, corporate finance, real estate principles, real estate finance, real estate appraisal, calculus, management, accounting, public speaking, business law, economics, information systems, and business writing

 

passed cfa level i exam, 2006

yyyyyy x. yyyyyy

volunteer - red cross, hurricane katrina triage center on lsu campus

 

 

 

 

yyyyyy x. yyyyyy

55 se 6th street, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx         

abc@xyz.com

 

yyyyyy x. yyyyyy

 

date

 

 

contact name, title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently exploring new career opportunities and to acquaint you with my qualifications, i am submitting my resume for review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, i offer a strong track record in spearheading financial and investment strategies and driving operations to maximize bottom line profits.  over the course of my career, i:

 

  played a key role in structuring legal documents for three distressed and opportunistic real estate funds, collaborating directly with senior management.

  strategically evaluated, defined and controlled risk through comprehensive analysis and modeling of varied asset-backed securities ranging from subprime bonds and home equity and franchise loans to aircraft and equipment leases.

  won 2005 president s volunteer service award for exceptional service and dedication.

  consulted magna corp on development of 800+ acre organic farm in rural louisiana to provide opportunity for hurricane katrina victims.

 

i am now eager to contribute my business savvy, strategic planning skills and dynamic leadership, relationship building and administrative/financial management abilities toward collaborating in your success as a key member of your executive team.  i am confident that i could be a valuable asset to your firm in achieving both immediate and long-term goals, and look forward to meeting with you in the near future to discuss my qualifications and how they support your corporate vision.

 

professionally,

 

 

 

keith j. richard

 

 

yyyyyy x. yyyyyy

55 se 6th street, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx         

abc@xyz.com

 

yyyyyy x. yyyyyy

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

 

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting (title of position applying for) position currently available with your company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my dynamic (list a few skills/qualifications relevant to the position) skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

 

 

keith j. richard