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
2023.12 - 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
2023.05 - 2023.12
- 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
2021.08 - 2023.05
- 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
2023.12 - Current
Financial Consultant
Canvas Credit Union
2023.05 - 2023.12
Administrative Assistant
University Of Northern Colorado
2021.08 - 2023.05
Bachelor of Science - Business Administration
University of Northern Colorado
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