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Lateef Investment Management - Associate Director Resume Example

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Wyatt Scott
XXX XXXXXXX XXXXXXXXXX , Tiburon , CA 94920 | (H) XXX XXXXXXXX | XXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Outgoing investment professional offering superb client service and investment management knowledge. Consistent and reliable team player with excellent verbal and written skills. Broad based knowledge of most institutional products, including concentrated deep value funds and hedge funds.

Skills
  • Comprehensive wealth advisor and equity portfolio analyst
  • Broad knowledge of institutional investment management business including risk, allocation, strategies, and products.
  • Strong interpersonal skills, and ability to quickly problem-solve and assess priorities
  • Proficient in Excel, Power-Point, Salesforce
  • Sophisticated investment knowledge, allowing for ability to communicate with CEO's, CFO's and C+ executives.
Experience
Associate Director, Client Service 11/2013 to Present
Lateef Investment Management Greenbrae, CA
Lateef is an investment manager with $5.5 billion under management
  • Manage activities directly related to the marketing of investment products or providing services to both existing and prospective clients.
  • Conduct calls to clients on both new/closed accounts as well as meaningful dollar flows.
  • Serve as primary link among clients, operations, compliance and portfolio managers.
  • Manage travel calendar for both marketing and portfolio management teams.
Portfolio Analyst 02/2006 to 12/2013
S.I. Partners San Francisco, CA
  • Managed several equity portfolios using both top-down and fundamental research of individual equities and ETFs.
  • Portfolios were hedged by limiting industry exposure, interest rate risk, while still generating enough alpha to exceed broad market returns (S&P 500) for 3 years.
  • All positions in U.S equities had a 6% weight maximum, and few tactical options strategies were used when the opportunity presents.
Equity Sales Trader 01/1996 to 05/1997
Montgomery Securities San Francisco, CA
  • Covered both institutional accounts and hedge funds for this brokerage firm.
  • Involved in all aspects of the trading desk, including disseminating relevant research notes to traders and portfolio managers, and working with capital risk manager on whether capital commitments were necessary for certain trades.
  • Several accounts had no previous relationship with Montgomery, which consequently became these client's top broker as measured by commission dollars generated.
Head Equity Trader 05/1994 to 12/1995
Seneca Capital Management San Francisco, CA
  • Oversaw all equity trades for this $1 billion equity fund.
  • Managed the allocation models ensuring the correct weightings and equity exposure for the numerous individual and institutional accounts.
Education
Bachelor of Arts: Economics Stanford University - Stanford, CA
Finra Series 6, 63 & 65 - San Francisco, CA
Additional Information
Two-time Junior World Girls Golf Champion.
California CIF Girls Golf Champion.
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Resume Details

This is a real resume for a Associate Director in Tiburon, California with experience working for such companies as Lateef Investment Management, Si Partners, Montgomery Securities. This is one of the hundreds of Associate Director resumes available on our site for free. Use these resumes as templates to get help creating the best Associate Director resume.

Previous Companies:

  • Lateef Investment Management
  • SI Partners
  • Montgomery Securities

Previous Job Positions:

  • Associate Director
  • Client Service
  • Portfolio Analyst
  • Equity Sales Trader
  • Head Equity Trader

Schools:

  • Stanford University
  • Finra Series 6, 63 & 65

Level of Education:

  • Bachelor of Arts

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