Investment Executive Resume Sample

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Eric Watson

Investment Executive

Summary

A business and investment executive with over 10 years of setting up businesses through organizational structuring, business development and strategy implementation. Devised a long term multi asset investment portfolio by bieng highly attentative and well informed on micro and macro economic factors and commitments to research and data. Took a crucial role as lead negotiator defending against a hostile takoever.

Work Experience

Director of Investments

Gem Investments

Present

The family company of 50 employees invests in hospitality, real estate, financial markets, and education.

  • Planning and executing strategic financial investment opportunities for the portfolio.
  • Diversifying substantial real estate assets to other industries.
  • Creating financial forecasts and strategy to protect against turbulence in the asset classes and industries held in our portfolio.
  • Researching new investment markets.
  • Accessing exclusive venture capital funds in Silicon Valley.
  • Managing venture capital and angel investing funds and direct investments internationally
  • Devising organizational and business structures in compliance with the company’s long-term sustainability vision.
  • Ensuring family stakeholder needs are met and future plans are budgeted for.
  • Advising stakeholders in financial matters and maintaining good communication.
  • Negotiating bank loans, products, and services.
  • Led acquisition of real estate assets in London, UK, and gained experience in the UK tax systems, the establishment of offshore companies, and the local real estate market.
  • Involved in setting up property management and facilities management companies (AWTAD) for which I established a corporate governance structure, employee payment grading system, licensing, led prospective employee interviews, and initiated Enterprise Resource Planning.
  • Led AWTAD to be profitable by expanding to manage external clients’ assets as well as in-house assets.

Executive Director

US Exchange

Aug 2013

A financial business with hundreds of offices and thousands of employees in dozens of countries. It specializes in remittances, foreign exchange, and bill and payment services.

  • Initially worked each department (cashier, wholesale, finance, HR, operations, etc.).
  • Oversaw launches of new digital products such as online transfer services and e-wallets.
  • Played central role defending against a hostile takeover between 2012-2016 by collaborating with lawyers, negotiating with the 3rd party, and communicating with stakeholders.
  • Joined company subsidiary Express Money.
  • Added new agents in Europe and North America.
  • Worked closely with CEO in compliance and policy.

Education

MSc International Finance

San Jose State University

2010

Thesis:

“Sovereign Wealth Funds: An In-Depth Analysis of their Working Dynamics and Impact on the World Economy”

BA Business Administration

Northeastern University

2007


High School Diploma

Arizona State University

2003


Languages

  • English
  • French
  • Arabic
  • German

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