Financial Analyst Career Research and Resources
JPMorgan Chase
Worked with Transaction Managers in deal closings. Funded and Sold Commercial Paper with CP Traders affecting Fortune 500 Companies balance sheets. Developed and maintained an understanding of Commercial Paper industry trends and issues. Client service oriented with strong interpersonal skills; able to respond promptly to client needs and follow through on issues to build positive relationships.
Avg. Salary: $92,000 · Company Rank: Not Available
HY Financial LLC.
Focused on building two core competence areas ---- valuation and competitive advantage analysis. Designed DCM model to analyze management team, competitor advantages, and future plans. ·Builded revenue model to get derived cash flow for future 5-10 years, valuated stocks by using DCF and comparable analysis. ·Generated a 15% increase in company’s quarter revenue by providing accurate valuation report and improving portfol...
Avg. Salary: $15,000 · Company Rank: Not Available
Giva Inc
Worked on corporate scholarship project to increase company’s reputation and sales. Utilized MS Excel to Collect, review and analyze data.Researched information for new projects using various web-based resources. Estimated budget and quantified to exact figures. ·Achieved 20-30% increase in daily pageview and 15%-20% increase in gross margin by setting up the Giva Semi-Annual Student Scholarship. ·Analyzed budget estimat...
Avg. Salary: $15,000 · Company Rank: Not Available
Wutai Global Trading Co., Ltd.
Attended and contributed to BOD meeting by documenting key outcomes. Controlled costs and maintained healthy and profitable book size. Managed relationships with current and potential clients to facilitate continuing negotiation of commercial arrangements. ·Worked with project leaders to effectively address sales and exploit opportunities arising to maximise the overall return to business. ·Acted as oral and written Chinese...
Avg. Salary: $15,000 · Company Rank: Not Available
Rug Cafe
Performed in management capacity including hiring, supervising, promoting or terminating staff. Solicited customer feedback on menu items and customer service. Developed and launched an aggressive marketing strategy to attract new customers and satisfy existing customer base. ·Doubled gross margin by converting retail merchandise inventory from manual records to electronic scanning, tracking, and reporting. ·Reconciled dai...
Avg. Salary: $15,000 · Company Rank: Not Available
Whitman Mini Case Competition
• Led a group of four members to participate the Whitman MBA Mini Case Competition. • Analyzed the business model of Pendleton Woolen Mills. Built Excel models to estimate revenue for different distribution channels for the next 5 years. Evaluated the operating efficiency of each channel by calculating corresponding net operating profit margins. • Made suggestions to the managers regarding market reposition and the distribu...
Avg. Salary: $47,500 · Company Rank: Not Available
Agricultural Bank of China
• Assisted due diligence investigation for corporate loan applicants to evaluate risk related to issue loans. • Reviewed and verified financial statements for applicants. Analyzed fundamental elements in financial statements, calculated financial ratios including leverage ratios, profit margins and turnover ratios to determine applicants’ financial and operation situations. • Determined growth opportunities and future eligi...
Avg. Salary: $47,500 · Company Rank: Not Available
China Construction Bank
• Interviewed an average of 30 credit card applicants on daily basis to verify information. Analyzed their working and collateral situations and personal credit ratings to evaluate credit risk for issuing credit cards. • Summarized gathered information into an Excel database and reported to senior manager on weekly basis. • Communicated with credit card holders who intentionally owed credit card debt for more than 6 months....
Avg. Salary: $47,500 · Company Rank: Not Available
SunTrust Investment Services, Inc.
• Assists clients with trades, requests for information, research, account problems, etc. • Works closely with Advisors to meet the needs and objectives of the clients • Works independently on smaller accounts, and find ways to increase revenue with those accounts • Performs account maintenance including money transfer requests, address, changes, trades, etc. • Reviews clients account activity on a daily basis, to ensure o...
Avg. Salary: $75,000 · Company Rank: Not Available
Edward Jones
• Solicited business accounts and developed strategic alliances with clientele • Developed tactics to increase assets and profitability within East Orlando • Devised and implemented innovative marketing principles and promotional sales events to increase business profitability • Counseled high net worth individuals in regards to investment opportunities, risk analysis and monetary returns
Avg. Salary: $75,000 · Company Rank: Not Available
