Financial Analyst Career Research and Resources
Fidelity Investments
• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. • Check to ensure that appropriate changes were made to resolve customers' problems. • Refer unresolved customer g...
Avg. Salary: $80,000 · Company Rank: Not Available
Fidelity Investments
Senior Relationship Manager April 2001 - Present • Study and analyze information about alternative courses of action to determine which plan will offer the best outcomes. • Prepare management reports defining and evaluating problems and recommending solutions. • Analyze information obtained from management to conceptualize and define operational problems. • Determine price schedules and discount rates. • Monitor customer p...
Avg. Salary: $80,000 · Company Rank: Not Available
Fidelity Investments
• Answer user inquiries regarding computer software operation to resolve problems. • Transmit information or documents to customers, using computer, mail, or facsimile machine. • Hear and resolve complaints from customers or the public. • Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided. • Analyze data to determine answers to questio...
Avg. Salary: $80,000 · Company Rank: Not Available
OmniStar Financial Group
• Build highly tuned, holistic financial plans for clients: • Business Analysis – viability of business ventures and alternatives. • Retirement, Risk Assessment (Insurance), Education, Estate Planning. • Future cost analysis for major client purchases. • Work closely with clients and prospects to help grow the business. • Produce review analysis for clients. • Created and maintained marketing materials and revised Investor ...
Avg. Salary: $40,000 · Company Rank: Not Available
Duke University
• Analyzed US fixed income and other 5 global assets from financial, macro policy and industrial perspectives • Built complex financial models (CAPM, Black-Litterman, GARCH) to predict asset prices and volatilities • Created well-balanced portfolio using forecasted returns, volatilities and mean variance efficient techniques
Avg. Salary: $57,500 · Company Rank: Not Available
Duke University - Fuqua School of Business
• Performed M&A valuation analyses including discounted cash flow valuation, due diligence, public company comparables, modeling, contract analysis • Collected and analyzed corporate and financial information using Bloomberg Terminal • Created multi-scenario financial models to forecast financial performance using advanced Excel functions
Avg. Salary: $57,500 · Company Rank: Not Available
EverBank
• Improved mortgage marketing strategies that eliminated 70% of marketing spending by building 2 highly predictive models to forecast mortgagor behaviors and campaign results • Developed SAS programs/macro to analyze over 2,000 predictors and 600,000 banking/lending data points • Used SQL to extract, transform and analyze consumer behavior big datasets • Wrote 150 page analytical report; delivered high impact presentations...
Avg. Salary: $57,500 · Company Rank: Not Available
Duke University - Fuqua School of Business
• Identified company financial strategies by performing statistical analysis based big data from VentureExpert • Analyzed confidential and sensitive data for strategy research by using Excel and SAS
Avg. Salary: $57,500 · Company Rank: Not Available
Minnesota Opera
• Optimized campaign strategies by performing quantitative marketing research analysis using SAS and Simmons • Communicated with Minnesota Opera senior leadership and PR teams to create impactful campaigns
Avg. Salary: $57,500 · Company Rank: Not Available
University of Minnesota
• Improved time series model (ARMA) based on Granger Causality between trade volume and exchange rate • Developed forecasting models to predict international capital movements by using Japanese monthly financial and economics data, including exchange rate, housing rents, balance of payment, export price index
Avg. Salary: $57,500 · Company Rank: Not Available
