Financial Analyst Career Research and Resources
Vanguard - Asset Management and Trust Services
Provide detailed investment recommendations to new and existing clients. Monitor client accounts for opportunities to manage portfolio risk. Provide financial data for sales presentations. Generate custom performance and analytical reports on an ad hoc basis. Manage the training and activities of analyst interns. Support and defend our investment methodology. Oversee proxy voting on behalf of our clients.
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Vanguard - Small Business Services - Business Development
Worked with small business owners to determine their retirement plan needs and clearly communicate the benefits, restrictions and costs of the various options available to them. Maintained extensive technical knowledge as related to ERISA and appropriate retirement plan investments. Collaborated with third party administrators, lawyers, accountants and payroll service providers to effectively and efficiently meet the need...
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Vanguard - Small Business Services - Client Communications
Worked in a customer service capacity to meet the needs of Vanguard's small business retirement plan clients. Answered plan and investment related questions and processed transactions. Took ownership of client concerns and problems and resolved them quickly and efficiently. Led and participated in various department projects to improve the quality and efficiency of client communications.
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Dimensional Fund Advisors
• Worked at a highly regarded asset manager currently with $150 billion in assets under management • Calculated and reported to senior management, on a weekly basis, critical top line internal investment data which included key performance metrics, fund values, and cash flows • Provided performance data, analytical materials and commentary for institutional clients and consultants – responsible for servicing accounts wi...
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
Special Execution, LLC
• Selected as one of two initial associates to support the launch of a startup consulting firm -- founded by a former corporate attorney at Skadden Arps and investment banker at JP Morgan -- providing strategic planning, transaction advisory and integration, and corporate strategy and development services to primarily technology and internet companies • Participated in client meetings to assess company situation and create...
Avg. Salary: $55,000 · Company Rank: 4.0 out of 5
Major Investment Bank
Avg. Salary: $75,000 · Company Rank: 3.0 out of 5
Federal Reserve
Data Analysis
Avg. Salary: $75,000 · Company Rank: 3.0 out of 5
Prudential Equity Group
I was responsible for maintaining industry and company valuation models. In addition, I monitored company earnings calls and drafted investment reports for the senior analyst. One of my most stimulating projects was analyzing the impact that the potential nationalization of Latin American exploration and production assets would have on the energy industry. I also played a key role in developing background data, creating ...
Avg. Salary: $75,000 · Company Rank: 1.0 out of 5
Wellington Management Company
As a Business Development Analyst at Wellington, I maintain the pipeline of business for Public Funds and Taft-Hartley plans in the Western United States. I provide qualitative and quantitative analysis on competitors and prospects to leverage the Developer’s time. I am currently developing a strategic marketing plan to target prospects in the region by sifting through a variety of data sources such as investment reports,...
Avg. Salary: $75,000 · Company Rank: 4.0 out of 5
Pilgrim's Pride
Responsible for an institutional customer base in the United States and Canada, including Pilgrim’s Pride largest customer in terms of sales volume and revenue.
Avg. Salary: $50,000 · Company Rank: 3.0 out of 5
