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:stellali@chinahr.com

　　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

　　投资分析师英文简历怎么写

　　个人资料(Personal Data)：

　　主要是介绍你自己(Introduce yourself)，包括个人的一些自然状况：姓名(name)、年龄(age)、出生日期(date of birth)、住宅电话(home phone)办公电话(office phone)、民族，国籍(nationality)、籍贯(native place)、家庭状况(family status)、婚姻状况(marital status)等。

　　应聘的资格(Qualifications)：

　　在何种程度上，教育背景及工作背景适合从事某一工作。(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)：

　　即正规学校教育/或培训(A history of a person’s formal schooling and/or training.)包括：学历(educational history )、教育程度(educational background)、知识背景(knowledge background )、所学课程(courses taken)、专业课程(specialized courses)、进修课程(refresher course)、脱产培训(off-job training)计算机科学(computer science)等，及掌握情况。

　　2.工作背景(Work background)：

　　即专职及兼职工作经历。(A history of a person’s professional and/or non-professional employment. )包括：工作经历(work experience)、职业经历(professional history)、具体经历(specific experience)、兼职(Part—time)、实习(Intern)、实际业绩(Performance)、工作成就(achievements)、个人能力(People)、市场开发(Marketing develop)、关键问题的解决(breakthrough)、成功的要素(Element of Success)、胜任力(Competence)、被认命的职位(appointed position )等。

　　3.实力/优势(Strengths)

　　你擅长的工作，你所拥有的积极的个性特点，你想向你未来老板推销的你的一些技能。实力包括较强的思想交流能力、分析能力、技术能力、管理能力、创造力、团结力和可取的个人品质。(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：

　　良好的沟通能力(Good Communication skill)

　　敏锐的商业头脑(Sharp Business Mind)

　　决策及信息高度透明(Transparency)

　　能当机立断(I’m willing to make decisions.)

　　我和他人容易共事。(I work well with others.)

　　我能有效进行时间管理。(I can organize my time efficiently.)

　　(四)弱点(Weaknesses)

　　你认为你自身需要改进的地方，无论是工作习惯，还是专业知识，或是交流能力，等等。任何一个潜在的弱点必须附有能使之转变为一种潜在能力的积极有效的方法。(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：

　　我有时对自己要求过于严格。(I tend to drive myself too hard.)