Investment Analysis

　　Strength

　　·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.

　　·Effective leadership and team -buildng.

　　·Extremely well organized.

　　·Proven Customer service skills.

　　·Excellent PC skills and defined contribution 401(K)daily processing ,stock ,and mutual fund system logic.

　　Personal

　　Name: Stella Li　　Gender:Female　　Date of Birth:August 23th,1973

　　Martial Status:Married　Email Address:[email protected]

　　Tel:(010)67183945-7869　　　Mobile Phone:13911216789

　　Experience

　　1990-1996　XXXX RETIREMENT & INVESTMENT SERVICES　Plan Analyst

　　·Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.

　　·Resolved client questions and problems.

　　·Interfaced productively with team ,department,field ,and sales personnel.

　　·Completed,verified,and mailed all required client reports.

　　·Plan year packages,and auditors requests.

　　·Processed ADPs/ACPs and correction of year-end participant tax information.

　　--Promoted four times in four years

　　--Consistently met or exceeded all established standards for timing and accuracy

　　--Selected as one of first two people to participate in changeover to daily 401(K) processing environment from a monthly processing enviroment ,and quickly adapted to new system

　　--Chosen to train new hires and other plan analysts transitioning to the daily processing environment

　　--Served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system

　　--Served effectively as team leader and account manager for new pilot team concept while maintain own book of business

　　Education

　　XXXX College　Bachelor of Science, Business Administration

　　Awards

　　PRESIDENTS CLUB AWARD

　　投資分析師英文簡歷怎么寫

　　個人資料(Personal Data)：

　　主要是介紹你自己(Introduce yourself)，包括個人的一些自然狀況：姓名(name)、年齡(age)、出生日期(date of birth)、住宅電話(home phone)辦公電話(office phone)、民族，國籍(nationality)、籍貫(native place)、家庭狀況(family status)、婚姻狀況(marital status)等。

　　應聘的資格(Qualifications)：

　　在何種程度上，教育背景及工作背景適合從事某一工作。(The degree and/or depth to which a person’s work and educational background is a good fit for a particular job.)如：

　　1.教育背景(Educational background)：

　　即正規學校教育/或培訓(A history of a person’s formal schooling and/or training.)包括：學歷(educational history )、教育程度(educational background)、知識背景(knowledge background )、所學課程(courses taken)、專業課程(specialized courses)、進修課程(refresher course)、脫產培訓(off-job training)計算機科學(computer science)等，及掌握情況。

　　2.工作背景(Work background)：

　　即專職及兼職工作經歷。(A history of a person’s professional and/or non-professional employment. )包括：工作經歷(work experience)、職業經歷(professional history)、具體經歷(specific experience)、兼職(Part—time)、實習(Intern)、實際業績(Performance)、工作成就(achievements)、個人能力(People)、市場開發(Marketing develop)、關鍵問題的解決(breakthrough)、成功的要素(Element of Success)、勝任力(Competence)、被認命的職位(appointed position )等。

　　3.實力/優勢(Strengths)

　　你擅長的工作，你所擁有的積極的個性特點，你想向你未來老板推銷的你的一些技能。實力包括較強的思想交流能力、分析能力、技術能力、管理能力、創造力、團結力和可取的個人品質。(Tasks which you feel you excel at，positive personality traits that you feel that you possess，and skills that you sell to a potential employer. Strengths can include superior communication skills，high analytical ability，technical skills，managerial prowess，creativity，people skills，and desirable personality traits.)例如：

　　良好的溝通能力(Good Communication skill)

　　敏銳的商業頭腦(Sharp Business Mind)

　　決策及信息高度透明(Transparency)

　　能當機立斷(I’m willing to make decisions.)

　　我和他人容易共事。(I work well with others.)

　　我能有效進行時間管理。(I can organize my time efficiently.)

　　(四)弱點(Weaknesses)

　　你認為你自身需要改進的地方，無論是工作習慣，還是專業知識，或是交流能力，等等。任何一個潛在的弱點必須附有能使之轉變為一種潛在能力的積極有效的方法。(Areas that you perceive that you need improvement in，whether it be work habits，business knowledge，communication，etc. Any potential weakness must be spun into a positive answer which converts it into a potential strength.)例如：

　　我有時對自己要求過于嚴格。(I tend to drive myself too hard.)