投资分析师英文简历

Investment Analysis Strength ·Comprehensive knowledge of defined contribution 401 pension concepts and regulations. ·Effective leadership and team -buildng. ·Extremely well organized. ·Proven Customer service skills. ·Excellent PC skills and defined contribution 401daily processing ,stock ,and mutual fund system logic. Personal Name: Stella Li Gender:Female Date of Birth:August 23th,1973 Martial Status:ฌMarried Email Address:stellali@chinahr.com Tel: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 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 --Cดonsistently met or exceeded all established standards for timing and accuracy --Selected as one of first two people to participate in changeover to daily 401 processing environment from a monthly proceจssing 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 ﭢ Bachelor of Science, Business Administration Awards PRESIDENT'S CLUB AWARD<>