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Simon Joseph 234, Lord’s Street, New York- 369963. (357) 351153. sjoseph99@yahoo.com
Enjoy working in performance based culture; enjoy seeing positive results; self motivated, versatile with expertise in communication skills; interested in subjects like Management and English.
Objectives:
Seeking a job as an assistant portfolio management where my skill will be developed and my knowledge will be updated.
Work Experience:
New York Financial Corporation, New York.
2005 to Present
- Working as an Assistant Portfolio Manager.
- Assist with stock and bond portfolio management.
- Prepare various client reports for review by investment team.
- Provide client service including the schedule of meetings, maintaining contact reports.
- Prepare cash flow analysis and client quarterly reports.
Magic Private Wealth Management, New York.
2003 to 2005
- Worked as a portfolio administrator.
- Managed clients’ accounts according to their contract.
- Communicated daily with clients.
- Managed cash management activities for clients.
Magic Finance, New York.
2004 to 2005
- Worked as an accountant.
- Looked after accounts payable and receivable.
Professional Skills:
- An in-depth knowledge of Investment Markets.
- Ability to build trust through strong communication skills, both in written and oral.
- Proficient in MS-Office (MS Word, Excel, PowerPoint).
- Excellent presentation Skills.
Educational Qualification:
- Masters in Business Administration from New York University in 2005.
- Bachelor of Commerce in Accounting from New York University in 2003.
- Course in Financial Accounting in 2004.
Reference:
Available upon request.
