Babili Dabo
Aurora,CO
Summary
Driven Investor Service Analyst with a proven track record at Janus Henderson, adept in analytical and critical thinking, and proficient in Microsoft Office. Excelled in developing investor confidence through in-depth investment research, showcasing exceptional organization and communication skills. Achieved significant improvements in financial strategy comprehension among clients, underlining a results-focused approach.
Overview
3
3
years of professional experience
Work History
Investor Service Analyst
Janus Henderson
Denver, CO
12.2023 - Current
- Conduct in-depth investment research on active portfolios and assessed long-term profit gain/loss
- Managed over 50 calls a day to satisfy shareholder needs
- Analyze and present financial trends, competitor behavior, shareholder issues, and anything else that could impact company business
- Develop investor confidence and belief in Janus's company vision and strategy for delivering shareholder value
Financial Consultant
Canvas Credit Union
Aurora, CO
05.2023 - 12.2023
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Administrative Assistant
University Of Northern Colorado
Greeley, CO
08.2021 - 05.2023
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Volunteered to help with special projects of varying degrees of complexity.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Education
Bachelor of Science - Business Administration
University of Northern Colorado
Greeley, CO05.2023
Skills
- Organization and Time Management
- Customer Service
- Project Planning
- Excellent Communication
- Microsoft Office
- problem solving
Timeline
Investor Service Analyst
Janus Henderson
12.2023 - Current
Financial Consultant
Canvas Credit Union
05.2023 - 12.2023
Administrative Assistant
University Of Northern Colorado
08.2021 - 05.2023
Bachelor of Science - Business Administration
University of Northern Colorado