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Diversified Wealth Strategies, Llc. Work Values
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Daily Duties at Diversified Wealth Strategies, Llc.:
•Performed market research specifically in emerging markets and frontier market. •Conducted stock portfolio research by viewing the report from independent research firms. Helped adjusting client portfolios by assessing their financial objectives and market performance. •Work closely with the Financial Director to develop appropriate financial plans for clients.
What they like about Diversified Wealth Strategies, Llc.:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Financial Modeling, CFA, Emerging markets, Cantonese , Analytical skill, Master of Science in Finance, Finance Industry, Financial Analyst, New York, Boston, Syracuse University, SCA, Market Research, Portfolio Management, Corporate Finance, Merger and Aquisition, Data Analysis, Fixed Income, Chicago, Atlanta, Excel and VBA, Statistics, Time Series, Investment Analysis, STATA, SPSS
Skills
Time Management, Detail Oriented, Financial Forecasting, Budgeting, Forecasting, Account Analysis, Financial Accounting, Statistical, P&L responsibilities, Technology Solutions, Native speaker of Chinese and Cantonese., Financial Modeling by excel., SCA and E-views., Adobe Photoshop. , SPSS, STATA, Innovative, High efficiency
Information about Diversified Wealth Strategies, Llc.
Company Rank: 4.0 out of 5
Average length of employment : 1 year
Average salary of employees: $10,000
These are some of the questions we asked our climbers about their experiences with Diversified Wealth Strategies, Llc.:
| 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? | 5.0 |
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| Was your career path clearly outlined and discussed? | 4.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 2.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Diversified Wealth Strategies, Llc. had these interests:
| Books | |
|---|---|
Beating the Street |
Lynch is the master stock picker who led Magellan (until May 1990) to its position as America's biggest mutual fund. In One Up on Wall Street (Simon & Schuster, 1989), also written with Rothchild, he described his winning methods. Here, he provides a few |
