Rebecca Walton
Mabelvale,AR
Summary
Results-driven Investment Analyst with a proven track record in due diligence and project management. Recognized for mentoring junior analysts and streamlining processes to enhance team efficiency.
Overview
46
46
years of professional experience
Work History
Investment Analyst
Arkansas Public Employees Retirement System
Little Rock, AR
04.2001 - Current
- Mentored junior analysts and enhanced their skill sets.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
- Established key procedures for teams preparing documentation, models, and presentations.
- Coordinated with financial advisors to develop long-term investment strategies.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Conducted due diligence on potential investments and presented findings to investors.
Sales Assistant
Clear Channel Radio
Little Rock, AR
10.1998 - 04.2001
- Managed customer inquiries and provided information on promotional packages.
- Coordinated scheduling for promotional events and client meetings.
- Developed engaging marketing materials to enhance brand visibility.
Secretary/Clerk
Kelly Services
Little Rock, AR
01.1998 - 10.1998
- Prepared meeting agendas, minutes, and follow-up action items promptly.
- Managed scheduling and calendar coordination for executive leadership.
- Organized and maintained accurate filing systems and documentation.
- Facilitated communication between departments to streamline operations.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
Securities Clerk/Investment Assistant
First Commercial Bank
Little Rock, AR
03.1990 - 01.1998
- Executed trades as authorized by portfolio manager or outside adviser for equity and fixed income trading.
- Assisted in managing investment portfolios, ensuring compliance with regulations and policies.
- Successfully managed multiple tasks simultaneously while maintaining a high level of accuracy and attention to detail, resulting in seamless execution of daily responsibilities.
Investment Clerk
T.J. Rainey and Sons
Little Rock, AR
05.1986 - 02.1990
- Executed daily trade settlements, enhancing operational efficiency and reducing processing time.
- Managed investment portfolio reconciliations to ensure accuracy and compliance with regulations.
- Developed comprehensive reports on investment performance for senior management review.
- Collaborated with financial analysts to assess market trends and inform strategic decisions.
- Reconciled daily cash positions against custodian records to ensure proper funding levels were maintained at all times.
- Improved client satisfaction by providing timely and accurate financial reporting on portfolio performance.
- Assisted in the onboarding of new clients, gathering necessary documentation and setting up their accounts accurately and efficiently.
- Handled financial transactions worth over $[Amount].
Secretary II
Arkansas Department of Youth Services
Little Rock, AR
10.1984 - 05.1986
- Coordinated scheduling and logistics for departmental meetings and events.
- Managed correspondence and documentation for department operations.
- Maintained filing systems, ensuring accurate record-keeping and retrieval.
Orderly Room Specialist
United States Air Force, USAF
Loring AFB, ME
09.1980 - 12.1983
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
- Handled mail, packages, emails, document transmissions and other types of data with both manual and automated tracking strategies.
- Facilitated communication between departments, organizing meetings and distributing essential information.
- Handled incoming and outgoing mail.
Education
High School Diploma -
McClellan High School
Little Rock, AR06-1980
General Banking Deploma - General Banking
American Banking Association
Little Rock, AR01-1993
No Degree -
University of Maine
Loring AFB, ME01-1981
Skills
- Due diligence
- Financial and operational reporting
- Project management
- Due diligence
- Staff training
- Teamwork and collaboration
- Multitasking
- Organizational skills
- Multitasking Abilities
- Data Integrity
- Verbal and written communication
- Self-motivation
Timeline
Investment Analyst
Arkansas Public Employees Retirement System
04.2001 - Current
Sales Assistant
Clear Channel Radio
10.1998 - 04.2001
Secretary/Clerk
Kelly Services
01.1998 - 10.1998
Securities Clerk/Investment Assistant
First Commercial Bank
03.1990 - 01.1998
Investment Clerk
T.J. Rainey and Sons
05.1986 - 02.1990
Secretary II
Arkansas Department of Youth Services
10.1984 - 05.1986
Orderly Room Specialist
United States Air Force, USAF
09.1980 - 12.1983
General Banking Deploma - General Banking
American Banking Association
High School Diploma -
McClellan High School
No Degree -
University of Maine