Financial Analyst Career Research and Resources
Keeley Investment Corp
Equity Trader ? Traded small, mid, and smid cap equities across 2200 accounts to rebalance portfolios and work buy/sell orders. ? Used Moxy to send orders across FIX; imported/exported orders and fills from Checkfree APL and other platforms into Moxy to allow same day feeds into Axys. ? Executed step out trades using Keeleys own broker/dealer for average price trades on large orders. Sr. Portfolio Accountant ? Impleme...
Avg. Salary: $75,000 · Company Rank: 4.0 out of 5
Goldman Sachs Inc.
? Allocated 50,000 mutual fund trades daily to proper sales team within Goldman Sachs. ? Computed compensation figures for controllers for 80 internal and external wholesalers. ? Visited high-level decision makers and spoke on behalf of the Sales Attribution team to determine the needs and controls to handle the growing business. ? Communicated with over 100 GS wholesalers on trade assignment, reassignments, and correcti...
Avg. Salary: $75,000 · Company Rank: 4.0 out of 5
Post Advisory Group, LLC
? Monitored trading activity, trade support, cash and security movement, settlements, and compliance. ? Managed middle office group of 5 employees and initiated all operational activities from front to back office. ? Worked directly with CEO to allocate trades, initiate cash flows, and resolve trade discrepancies. ? Liaison between traders, portfolio managers, fund accountants and clients. ? Reconciled and tracked custo...
Avg. Salary: $75,000 · Company Rank: 4.0 out of 5
Bear Stearns
Avg. Salary: $70,000 · Company Rank: 3.0 out of 5
PSB Research
Bank Reconcilliations, Monthly Reports, Project Updates
Avg. Salary: $42,000 · Company Rank: 4.0 out of 5
Merrill Lynch
Director of Marketing, training current interns, researching new markets, cold callling, stock valuations
Avg. Salary: $42,000 · Company Rank: 4.0 out of 5
Capital One
Solved independently more than 200 escalated issues per day Maintained strong quantitative, analytical and communication skills Created solutions independently and in teams Identified process improvement opportunities Coached coworkers
Avg. Salary: $33,000 · Company Rank: Not Available
Capital One
Resolved more that 70 escalated customers concerns per day Developed strong communications skills with ability to influence others Demonstrated strong problem solving and conceptual thinking abilities Enhanced reporting tools to monitor performance Trained new hired associates
Avg. Salary: $33,000 · Company Rank: Not Available
Deutsche Bank
Avg. Salary: $70,000 · Company Rank: 4.0 out of 5
Manpower
Demonstrated ability to lead cross functional and diverse teams throughout all levels of the organization. Ability to analyze business processes and communicate interaction of system with technical and non-technical users. Provide input and assistance for the design, development and delivery of training for impacted users. Create and/or work on test cases for implementation of upgrades and fixes. Provide repor...
Avg. Salary: $50,000 · Company Rank: 3.0 out of 5
