Financial Analyst Career Research and Resources
RBC Capital Markets
Reported and analyzed daily and month end P&L for the Fixed Income Trading desk, Distressed Asset Trading desk, and Repo desk. Compiled month end information for Sarbanes - Oxley internal controls. Reported various monthly and quarterly balance sheet positions for Structured Products, Financial Futures and Options.
Avg. Salary: $90,000 · Company Rank: Not Available
Merrill Lynch
Global Repo Finance Analyst 7/03 -2/05 Analyzed daily P&L for Canadian Repo Tax Portfolio and month end reconciliations. Reported daily and month end P&L for Flex Repo (GIC) Business. Responsible for reporting and reconciling structured deal transactions for Government, Mortgage and Corporate Repo. Responsible for reporting Marked to Market P&L for Repo Structured Deals. Compiled monthly Global Repo Review, highlightin...
Avg. Salary: $90,000 · Company Rank: Not Available
JP Morgan
• Manage and monitor client inquiries in JP Morgan’s proprietary system to proactively support client needs and audit requirements. • Calculate and documented reports necessary for annual audits of pension funds; act as liaison with performance and accounting to ensure client investments are reported accurately based on current investment strategy. • Actively manage the customer delivery organization to effectively incorpo...
Avg. Salary: $50,000 · Company Rank: Not Available
Outercurve Technology
• Managed the supply chain to ensure all orders were fulfilled including the all hardware and service requirements. Interfaced with different vendors and fulfillment location to ensure that client deliverables were made. • Ensured Inventory Integrity is within established guidelines and projected numbers from the sales team. Assisted in automating the entitlement process and order fulfillment for devices through ASP, COM...
Avg. Salary: $50,000 · Company Rank: Not Available
Case Planner/Family Advocate
• Created a system to streamline all aspects of client documentation and records management. • Developed and facilitated a training program designed to provide family counseling related to career tracking and financial proficiency • Monitored and tracked funds allocated to clients and on behalf of clients to report to senior management; acted as a mediator between clients and clinicians during therapy sessions. • Prepared ...
Avg. Salary: $50,000 · Company Rank: Not Available
National Health Care
• Established research methods, such as survey, opinion poll, or questionnaire, and designed means for collecting data for each project. • Developed and assisted in conducting surveys and focus groups to analyze customer purchasing patterns, preferences, and organization's image and marketing effectiveness. • Assisted market research director in development of market research objectives to help the organization meet it...
Avg. Salary: $50,000 · Company Rank: Not Available
Black Diamond Capital Managemen
• Led the month-end close process and monitored cash flows of $6B hedge fund • Trained and managed 5-member staff who reconciled counterparty positions and payments • Initiated new team procedures to improve business processes resulting in a 65% increase in efficiencies • Advocated technology improvements, shifting focus from data entry to data analysis • Analyzed the monthly performance of the fund and compiled P&L b...
Avg. Salary: $75,000 · Company Rank: Not Available
Wells Fargo Bank
• Mentored 5-member team, modeled the cash flows of bond payments, and reconciled servicer remittances • Conducted feedback sessions for the team and proactively implemented their developmental needs with upper management • Automated the loan accounting and bond payment reconciliation processes, increasing efficiencies by 25% • Trained cross-functional teams on using legal documents for deal structuring and analysis •...
Avg. Salary: $75,000 · Company Rank: Not Available
HarbourVest Partners,
Finance/Analyst Intern • Portfolio information update of clients into Partnership database. • Review information on financial statements and reporting findings to senior analysts. • Follow up, if needed, with partnerships for missing/clarification of information. • Analyze reconciling portfolio data to year-end financial statements. • Run reports on daily statistical information. Finance/Analyst Intern • Portfolio in...
Avg. Salary: $40,000 · Company Rank: Not Available
Harland Medical Systems
Extract performance data and provide analysis and reporting to senior management Create Access databases and more complex Excel files for others to use Reconcile and resolve discrepancies IT Liaison
Avg. Salary: $50,000 · Company Rank: Not Available
