Financial Analyst Career Research and Resources
Charles Schwab
Prepared month-end closing statements, including variance analysis, for CyberTrader subsidiary. Submitted monthly accruals. Drove revenue/expense planning and financial analysis relating to business decision support for entire company. Identified potential risks/opportunities. Performed pricing and ad hoc analyses. Created and maintained financial database to track primary drivers of revenue and assist in reducing expen...
Avg. Salary: $86,500 · Company Rank: Not Available
Frontside Films, Inc
Secured financing by targeting major corporations, businesses and individuals in the wakeboarding, ski boarding and inline skating industries. Prepared financial reports, including P&Ls, budgets, forecasts and cost analyses. Made cold calls and field visits to prospective sponsors. Gave presentations on project, initial investment and return on investment. Maintained ongoing communications with investors on project flow, ...
Avg. Salary: $86,500 · Company Rank: Not Available
Palo Alto Investors
• Responsible for identifying, researching, and monitoring long and short equity investment ideas in the Consumer, Retail, Financial Services, and Energy sectors. o Financial Analysis & Modeling: Develop proprietary financial models to evaluate target companies’ financial strength and sustainable earning power, determine the businesses’ value drivers and project the ability to create future value, and establish a fair valu...
Avg. Salary: $127,500 · Company Rank: Not Available
Wells Fargo Bank, N.A.
• Served as the intermediary between wholesale bank and corporate clients, underwriting credit facilities and managing the relationships. o Financial Analysis & Credit Underwriting: Conducted extensive financial analysis (operating metrics, financial projections, capital structure, and covenants) on current and prospective corporate customers. Underwrote and structured various credit facilities. o Due Diligence: Performed...
Avg. Salary: $127,500 · Company Rank: Not Available
Wells Fargo Business Credit
Avg. Salary: $127,500 · Company Rank: Not Available
Yuwa, Inc.
• Responsible for managing the corporation’s finances, legal filings, record keeping, and regulatory compliance. o Strategic Development: Developed the organization’s accounting structure, internal controls, and long-term strategy. o Operational Management: Manage the organization’s day-to-day finances, tax-filings, fundraising, and budgeting.
Avg. Salary: $127,500 · Company Rank: Not Available
AllianceBernstein
Assistant to the Senior Portfolio Manager and the Wealth Management Specialist for the Washington D.C. office of a multinational investment management firm with approximately $800 billion dollars under management and over 5000 employees. - Built investment planning analyses for clients using AllianceBernstein’s Wealth Forecasting Analysis investment planning software (based on Monte Carlo or simulation-based planning). - Cr...
Avg. Salary: $47,500 · Company Rank: Not Available
MuniMae
Assistant to the Chief Financial Officer and Executive Vice President for a public, investment and real estate company with over $16 billion in managed assets. - Promoted to executive assistant from administrative assistant 5 months of hire. - Coordinated meetings for committees the Executive Vice President chaired. - Audited minutes and related documents for committees. - Implemented policies and procedures for document r...
Avg. Salary: $47,500 · Company Rank: Not Available
HSBC Capital (USA) Inc.
Originated and structured investments and acquisitions. Performed due diligence, financial analysis and modeling, and negotiated legal documentation. Served on and participated as observer on nine Boards of Directors. Executed and managed investments in eight SBICs and seven private equity partnerships for Fund of Funds. Served on two Fund Advisory Boards. Created and managed both external and internal marketing programs.
Avg. Salary: $150,000 · Company Rank: Not Available
HSBC Securities (USA) Inc.
Provided structuring, distribution and transaction management to U.S. Investment Grade, Non-Investment Grade and Latin American Syndicated Loan businesses. Performed due diligence, negotiated legal documentation, prepared offering memoranda, and conducted market soundings.
Avg. Salary: $150,000 · Company Rank: Not Available
