Financial Analyst Career Research and Resources
SWS Research
•Processed and analyzed market prices of companies in SAS •Accomplished a report on investment strategy based on share price analysis of representative companies
Avg. Salary: $47,500 · Company Rank: Not Available
Citibank
•Explored potential clients through wealth management promoting event and cold calls; established relationship with corporate clients such as Clarks (China) •Marketed wealth management products and presented updated market information to clients
Avg. Salary: $47,500 · Company Rank: Not Available
Next Financial Group Inc.
Responsible for 27 Division Managers in the Southeast region. Reviewing their daily trades and rendering decision on trade requests. -Responsible for drafting and implementing policies and procedures for the region. -Responsible for the implemntation of Sungard Trade reporting system system -Responsible for the recruitment, dvelopment and success of Division Managers in the region. -Investigating customer complaints ...
Avg. Salary: $60,000 · Company Rank: Not Available
Alliance Benefit Group Inc.
Servicing plan participants Data reconcilliation and reporting Building various reports for senior management Contact person for several clients Process plan distributions such as loans and Hardships.
Avg. Salary: $60,000 · Company Rank: Not Available
Morgan Stanley DW
Manage portfolios for high net worth clients, churches and small businesses • Organized various seminars geared towards doctors in the Houston Medical Center. Provided risk based solutions for doctors seeking protection of their assets from malpractice lawsuits. • Planned and executed various investment strategies for clients, applying concepts such as asset allocation and diversification to maximize the performance pote...
Avg. Salary: $60,000 · Company Rank: Not Available
Merrill Lynch
• Administered the processing of employee stock options for two major oil companies • Gained hands-on experience with exercising employee stock options, i.e. from the moment the customer puts in the order to the execution of the stock sales • Produced professional charts and spreadsheets for Wealth Management Advisors for use in client consultancy. • Processed fed funds, journal entries, new account forms and various other...
Avg. Salary: $60,000 · Company Rank: Not Available
IBM
Brought into the financial analyst role for Software Group, to manage the Revenue and Expense reporting for the Workd wide management team. Specifically manage world wide business unit revenue budget was in excess of $25.0B. In addition manage financial personnel around the world. Our delivery each month was report budget to actual variances on a monthly basis, work with the geography managers to determine any corrective...
Avg. Salary: $72,000 · Company Rank: Not Available
RIVERNORTH CAPITAL MANAGEMENT
• Modeled volatility according to prices, realized vols, implied vols and other fundamental elements, findings used in trading on the change of vol and difference between vols; • Modeled the risk of an option portfolio, including marginal and incremental risk statistics, via RiskMetrics; • Analyzed the true cost of reducing portfolio risk, the optimal hedging protocol, etc;
Avg. Salary: $37,500 · Company Rank: Not Available
CAITLIN JOHN PRIVATE WEALTH MANAGEMENT
• Assisted in screening, backtesting and selecting stocks, ETFs, etc. via VectorVest; constructed portfolios of various styles such as aggressive, high yield, which is directly provided to clients; • Evaluated the portfolios performances such as risk, exposure, marginal contribution via MSCI Barra; delved into the alpha; decomposed the risk and modified holdings to reduce risk; • Prepared blueprints in Morningstar, daily ...
Avg. Salary: $37,500 · Company Rank: Not Available
CITIC SECURITIES
• Built database via Bloomberg; created financial models to analyze performances of over 20 top global logistics companies since 2000; findings used in later published annual industry report; • Researched corporate financial data to coordinate writing of a SPO prospectus for Chinaʹs leading airline company’s over 1 billion RMB refinancing; • Managed simultaneous tasks including screening potential IPOs, analyzing financial ...
Avg. Salary: $37,500 · Company Rank: Not Available
