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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.:
Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
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 |
