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Corey Griffin
Assistant Vice President, Investment Analysis
Summary
A highly accomplished Assistant Vice President with 10+ years of experience in investment analysis and portfolio management. Proven ability to lead teams, develop and implement investment strategies, and conduct due diligence to identify and mitigate risks. Expertise in financial modeling, risk assessment, data analysis, and investment portfolio management. Strong communication and negotiation skills with a consistent track record of exceeding performance targets and delivering exceptional results for clients.
Education
Master of Business Administration (MBA)
December 2015
Skills
- Investment Portfolio Management
- Financial Modeling
- Risk Assessment
- Data Analysis
- Excel Modeling
- SQL
Work Experience
Assistant Vice President, Investment Analysis
- Managed a team of investment professionals responsible for analyzing market trends, conducting research, and making investment recommendations.
- Developed and implemented investment policies and procedures to ensure compliance with regulatory requirements.
- Created and delivered investment presentations to clients, providing insights on market conditions and investment opportunities.
- Negotiated and executed investment transactions, including private placements, mergers and acquisitions, and debt financing.
Assistant Vice President, Investment Analysis
- Led a team of analysts responsible for developing and implementing investment strategies for a portfolio of over $5 billion in assets.
- Developed and implemented a proprietary investment model that resulted in a 15% increase in portfolio returns over a threeyear period.
- Conducted due diligence on over 100 potential investment opportunities, identifying and mitigating risks to ensure portfolio stability.
- Provided investment advice to highnetworth individuals and institutional clients, helping them achieve their financial goals.
Accomplishments
- Developed and implemented an innovative portfolio optimization model, resulting in a 5% increase in portfolio returns.
- Led the team in developing and launching a new investment fund, raising over $200 million in seed capital.
- Analyzed market trends and identified undervalued assets, leading to a 10% gain in portfolio value.
- Oversaw the due diligence process for several highprofile mergers and acquisitions, ensuring compliance with regulatory requirements.
- Developed and implemented a robust risk management framework, reducing portfolio volatility by 15%.
Awards
- Recognition for outstanding performance in equity research, consistently exceeding industry benchmarks.
- Award for exceptional contribution to the development of investment strategy.
- Commendation for outstanding leadership in investment analysis.
- Recognition for superior analytical skills in evaluating investment opportunities.
Certificates
- CFA (Chartered Financial Analyst)
- CAIA (Chartered Alternative Investment Analyst)
- FRM (Financial Risk Manager)
- MBA (Master of Business Administration)
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Quantify your accomplishments.
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Essential Experience Highlights for a Strong Assistant Vice President, Investment Analysis Resume
- Led a team of analysts responsible for developing and implementing investment strategies for a portfolio of over $5 billion in assets.
- Developed and implemented a proprietary investment model that resulted in a 15% increase in portfolio returns over a three-year period.
- Conducted due diligence on over 100 potential investment opportunities, identifying and mitigating risks to ensure portfolio stability.
- Provided investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial goals.
- Managed a team of investment professionals responsible for analyzing market trends, conducting research, and making investment recommendations.
- Developed and implemented investment policies and procedures to ensure compliance with regulatory requirements.
- Created and delivered investment presentations to clients, providing insights on market conditions and investment opportunities.
Frequently Asked Questions (FAQ’s) For Assistant Vice President, Investment Analysis
What are the key skills and qualifications for an Assistant Vice President, Investment Analysis?
Key skills and qualifications include a Master’s degree in Business Administration (MBA) or a related field, 10+ years of experience in investment analysis and portfolio management, expertise in financial modeling, risk assessment, data analysis, and investment portfolio management, and strong communication and negotiation skills.
What are the key responsibilities of an Assistant Vice President, Investment Analysis?
Key responsibilities include leading a team of analysts, developing and implementing investment strategies, conducting due diligence on potential investment opportunities, providing investment advice to clients, managing a team of investment professionals, developing and implementing investment policies and procedures, and creating and delivering investment presentations.
What are the career prospects for an Assistant Vice President, Investment Analysis?
Assistant Vice Presidents, Investment Analysis can advance to roles such as Vice President, Investment Analysis, Senior Vice President, Investment Analysis, or Chief Investment Officer.
What is the salary range for an Assistant Vice President, Investment Analysis?
The salary range for an Assistant Vice President, Investment Analysis can vary depending on experience, location, and company size, but typically ranges from $150,000 to $300,000 per year.
What are the top companies that hire Assistant Vice Presidents, Investment Analysis?
Top companies that hire Assistant Vice Presidents, Investment Analysis include J.P. Morgan, Goldman Sachs, BlackRock, Vanguard, and Fidelity Investments.
What is the job outlook for Assistant Vice Presidents, Investment Analysis?
The job outlook for Assistant Vice Presidents, Investment Analysis is expected to grow faster than average over the next ten years due to increasing demand for investment analysis and portfolio management services.