Financial Analyst Career Research and Resources
INTO USF
INTO USF's academic Pathway and English language programs provide the highest quality preparation for your undergraduate and graduate study. Take the first steps toward earning a U.S. university degree at one of America's top-ranked research universities Live, learn and have fun with university students from all 50 U.S. states and nearly 150 countries Enjoy full access to all university resources, services and facilities ...
Avg. Salary: $15,000 · Company Rank: Not Available
First Mortgage Corporation
Sold and securitized $2.1 billion in mortgage-backed securities and assisted in the management of a $4.5 billion loan portfolio. Collaborate with senior management to implement monthly hedging strategy, TBA sales and securitization of monthly loan originations. While co-managing the Correspondent Lending Department, developed a purchasing and reporting process resulting in a 20% increase and total purchases of $350 m...
Avg. Salary: $52,000 · Company Rank: Not Available
Logos Wealth Advisors
Taught the application of risk management, asset allocation, portfolio re-balancing and portfolio inception to obtain the client’s desired risk and return. Reallocated assets into portfolios designed for client’s specific risk tolerance worth over $12 mm.
Avg. Salary: $52,000 · Company Rank: Not Available
World Financial Group
Developed knowledge in retirement investment products such as annuities, life insurances, 401Ks and estate planning. Constructed and presented investment presentations to potential clients Trained how to sell investment product as well as management and recruiting techniques like interviewing and résumé assessment necessary to run a successful business.
Avg. Salary: $52,000 · Company Rank: Not Available
CSUSB - Student Managed Investment Funds
Selected by classmates to be class President and liaison to the board of trustees at CSUSB. Presidential duties consisted of; final portfolio allocation, end of quarter presentations, organize and lead class meetings as well as manage the portfolio from inception to reallocation. After inception, managed the portfolio using market forecasting, technical indicators and trailing stop loses returning 7.5% over two quarters.
Avg. Salary: $52,000 · Company Rank: Not Available
RBS SECURITIES INC
Supported Front Office Money Market traders with funding issues for over 300 North American clients. Coordinated the resolution of daily accounting breaks, contacting clients as needed in an effort to reduce possible financial losses.
Avg. Salary: $70,000 · Company Rank: Not Available
ABN AMRO Inc.
Managed all client loan funding requests for U.S. and international customers.
Avg. Salary: $70,000 · Company Rank: Not Available
Burkenroad Reports
(1) research the company: analyze public documents, interview top management, and visit key company locations (2) analyze the financials: produce cash flow and earnings models, peer comparison ratios, and regression analysis (3) perform valuations using techniques such as: - Discounted cash flows (DCF) - Dividend discount models (DDM) - Multiples (among others) (4) publish a full initiating coverage investment report by Apr...
Avg. Salary: $67,500 · Company Rank: Not Available
SYNNEX
I led a team to sell and deliver sales support solutions to clients in IT wholesale and retail industry, and Managed senior client relationships with accountability for client satisfaction, SLA performance, and continuous improvement.
Avg. Salary: $67,500 · Company Rank: Not Available
Bank of China Investment Group
• Worked directly with Investment Directors in the evaluation and execution of the Private Placement Memorandum of a $2 billion USD new fund, participated in the negotiation of common shareholder and management agreement. • The only intern chosen to assisted the due diligence team with asset and portfolio-level due diligence on a prospective $1.39 billion USD investments, identified key risk factors and forecasted investmen...
Avg. Salary: $37,500 · Company Rank: Not Available
