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Trc Financial Work Values
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Daily Duties at Trc Financial:
Modeled funding alternatives for wealth transfer and nonqualified retirement plans. Evaluate cash flow, financial, economic, and tax impact of informal funding vehicles. Worked together with firm principals, financial advisors, accountants, lawyers, and benefit consultants to come up with tax advantaged investment strategies. Calculate and provide analysis on investment returns of sub-advised mutual funds, fixed-rate annuities, and cash value life insurance policies.
What they like about Trc Financial:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
CFA, Investment, Excel, Financial Analyst, Bank, Risk, FRM, MBS, Fixed Income, Portfolio
Skills
Microsoft Excel, Access, PowerPoint, Word, Outlook, Visio, Fixed Income, MBS, Structured Finance, Bloomberg, Reuters Terminal, Barclays Live, Morgan Markets, Investment and Risk Analytics, Financial Analysis and Modeling, Financial Risk Management, BarraOne, Cosmos, Polypaths, FactSet, Intex, FinCad, QRM, VBA, SQL, Linux
Information about Trc Financial
Company Rank: 3.0 out of 5
Average length of employment : 3 years
Average salary of employees: $103,000
These are some of the questions we asked our climbers about their experiences with Trc Financial:
| 05| | ||
| Were your performance expectations clearly communicated? | 4.0 |
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| Were you recognized for meeting or exceeding expectations? | 5.0 |
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| Did you feel like your personal contribution was important? | 3.0 |
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| Was your career path clearly outlined and discussed? | 2.0 |
| 03| | ||
| I would recommend this as a place of employment. | 2.0 | |
| I believe in the purpose of this organization. | 2.0 | |
| I would work for this organization again. | 1.0 | |
| I feel employees are fairly compensated. | 2.0 |
Climbers who worked at Trc Financial had these interests:
| Blogs | |
|---|---|
| Pragmatic Capitalist http://pragcap.com/ |
Website to provide investors with a totally unbiased professional perspective on Wall Street. Provides research, indicators, and news that the mainstream media leaves entirely unnoticed. |
| Zero Hedge http://www.zerohedge.com/ |
Financial Blog website +to widen the scope of financial, economic and political information available to the professional investing public. +to skeptically examine and, where necessary, attack the flaccid institution that financial journalism has becom |
| Calculated Risk http://www.calculatedriskblog.com/ |
Finance and Economics Blog |
