Financial Analyst Career Research and Resources
JPMorgan Chase & Co
Leverage 8-year tenure with financial services holding company of $24.5 billion to cultivate and strengthen productive client relationships with high-net-worth individuals while growing business. Expertly manage portfolio of Chase Private Clients with investments and deposits ranging from $250,000 to $5 million. Synthesize and analyze large quantities of data to provide useful, concise information sources. Help with the cli...
Avg. Salary: $80,000 · Company Rank: Not Available
JPMorgan Chase & Co.
Trained, supervised, and directed Licensed Bankers in all aspects of sales, servicing, and client relations to accomplish branch profitability goals. Actively supported management in operational requirements for satisfactory audit ratings, risk and loss mitigation, and security standards.
Avg. Salary: $80,000 · Company Rank: Not Available
JPMorgan Chase & Co.
Consulted with customers on financial needs and made recommendations on various financial products for banking, investment, and retirement solutions. Promoted new business for the bank by maintaining strong customer relationships. ** Partnered with specialists in retail lending, small business, and investments and capitalized on ways to grow revenue.
Avg. Salary: $80,000 · Company Rank: Not Available
Washington Mutual
Reviewed and assessed financials and made recommendations on a case-by-case basis. Worked closely with cross-functional teams from initial loan application processing to closing. ** Established and maintained optimal business relationships with a diverse client base and rapidly grew business by forming referral sources with homebuilders, realtors, and financial planners.
Avg. Salary: $80,000 · Company Rank: Not Available
Cerner Corporation
Avg. Salary: $45,000 · Company Rank: Not Available
Liberty Mutual
Avg. Salary: $45,000 · Company Rank: Not Available
DEUTSCHE BANK
• Calculate firm’s global holdings in equity securities (“beneficial ownership”) per pertinent rules of the Americas (US, Brazil, Canada, Mexico, Peru, etc.). • Research rules and regulations on a country-by-country basis. • Respond to regulatory requests. • Develop position calculation methodologies based on legal research. • Deliver monthly and quarterly KPIs with emphasis on regulatory risk and other pertinent factors...
Avg. Salary: $95,000 · Company Rank: Not Available
DEUTSCHE BANK
• Reviewed and closed alerts using institutional and customer surveillance models focusing on insider trading insider, research front-running, low-priced securities and manipulation. • Detected suspicious and irregular activities and investigated said activity (escalating to senior management as necessary). • Drafted Suspicious Activity Information Forms (internal forms that were often the precursor to a SAR filing) in s...
Avg. Salary: $95,000 · Company Rank: Not Available
PJP HEALTH AGENCY
• Maintained database of relevant rules and regulations pertinent to the firm’s regulators, including the FCC, CMS and various state regulatory agencies. • Drafted and revised policies and procedures and training manuals. • Researched, interpreted and applied rules and regulations relevant to the company’s business activities. • Responded to regulatory inquiries regarding market conduct issues. Investigated allegations a...
Avg. Salary: $95,000 · Company Rank: Not Available
SUNGARD (ASSENT LLC)
• Review and close alerts (exception reports) created by various surveillance models, including but not limited to: Insider Trading, Wash Sales, and Marking the Close. • Maintained and delivered daily. weekly, monthly, quarterly and annual metrics related to the tracking of surveillance alerts at a branch, regional and national level to senior management. • Reviewed e-mail and instant messages alerts for suspicious acti...
Avg. Salary: $95,000 · Company Rank: Not Available
