Financial Analyst Career Research and Resources
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.
Avg. Salary: $10,000 · Company Rank: 4.0 out of 5
Great China Brokerage Ltd.
•Completed formal program training of financial products and investments. •Participated in mock trading. •Supported Client Negotiations. Developed potential clients.
Avg. Salary: $10,000 · Company Rank: 4.0 out of 5
Guangdong Rising Assets Management Co.
•Performed business environment analysis report. •Participated in a real estate planning process. Collected data of similar projects. Engaged in analytical research.
Avg. Salary: $10,000 · Company Rank: 4.0 out of 5
Sunoco
2005-Present Sunoco, Inc. - Marcus Hook Refinery, Marcus Hook PA Project Analyst - Work with in-house programmers to maintain and improve current Primavera system. Supported migration of legacy capital cost system to Primavera v6; assisted in the development of standardized reports in P6 for use by Proj Engr Mgrs, Lead Engrs, etc.). - Implemented an Oracle SQL ad-hoc reporting method that reduced wait time...
Avg. Salary: $70,000 · Company Rank: Not Available
Philadelphia Gas Works
1996-2005 Philadelphia Gas Works, Philadelphia PA Supply Analyst (Energy Planning Department) 2002-2005 - Developed and maintained Excel models that were used to assist in the preparation of city and state data requirements. - Prepared monthly flash estimates of natural gas supplies and cost. - Managed/operated legacy and windows based systems that predicted cost, temperature and various natural gas supply patterns. - M...
Avg. Salary: $70,000 · Company Rank: Not Available
Prudential Relocation
Completed projects and administrative tasks in accordance to Prudential regulation. Assisted mangers with client portfolio and customer relocation obstacles. Conducted electronic surveys and recorded info for statistical analysis to ensure quality of service.
Avg. Salary: $60,000 · Company Rank: Not Available
T. Cooks at The Royal Palms
leader and mentor to younger staff including demonstration of proper techniques, sanitation and time management importance. Demonstrated senior responsibility by taking over closing duties, room service and bar orders after hours. Recorded nightly staff progress/issue logs as well as recording proper refrigeration temperature daily.
Avg. Salary: $60,000 · Company Rank: Not Available
Bank of New York Mellon
Performing day to day maintenence of mutual funds in accordance to client specific regulations. Processed trades, reviewed financial statements, calculated income and ultimately validate individual securities to ensure accurate price calculation. Prepare monthly accounting reports reconciliation.
Avg. Salary: $60,000 · Company Rank: Not Available
State Street Bank & Trust
Prepare and report net asset information for assigned products. Calculate daily NAV for reporting daily valuation to NASDAQ. Enter and monitor general ledger actiivity.
Avg. Salary: $60,000 · Company Rank: Not Available
CHOLET DUPONT
- Maintained full responsibility for analysing European companies : Wrote companies flash notes that included an analysis of financial data and strategy trends and the business’ investment potential by assigning financial ratings and target price. Took charge of 60 covered stocks and contributed to extending the coverage of stocks. - Hired to manage day-to-day investment processes (CD Euro Capital : €75Mil; CD France E...
Avg. Salary: · Company Rank: Not Available
