Mary Waters - Principal Resume Simple
Highly motivated, results-driven finance professional with over 15 years of experience in the financial industry. I have a proven track record of increasing revenue and profitability.
  • monitoring, portfolio management, management, net, research, client management, trading, clients, analysis
  • 2017-12-252017-12-25


    Beijing International Studies University

    • Conducted market research and analysis for clients. Developed and implemented a quantitative trading strategy for the firm. The portfolio included the client’s investment management, portfolio diversification, and risk tolerance.
    • Managing the portfolio of over 200 client accounts and 5-10 client relationships. The portfolio includes the asset allocation, diversification, and rebalancing of portfolios.
    • Created and implemented a new client-focused monitoring system for the portfolio of high net worth individuals. This included the development of a proprietary platform to track and monitor the performance of the client.
    • Investment portfolio. Developed a new product development process for the firm. Also, managed the execution of the firm's equity Edge.
    • Responsible for the development of new client relationships and the development of new business opportunities. Also, I was responsible for the creation of a comprehensive portfolio of over 200 existing accounts.
    • Responsible for the development of the global market and economic development strategies. Developed a new business plan for the client.