Financial Analyst Career Research and Resources
Peoples Bank
Approved and disapproved commercial credit applications, assessed the credit risk, prepared loan presentations, analyzed financial statements and other sources of financial information, maintained a close contact with customers’ accounting and law firms. Reviewed loan portfolio to ensure compliance with bank’s policies and standards.
Avg. Salary: $67,500 · Company Rank: Not Available
Genesis Capital Group
Perform asset allocation analysis and risk management for institutional and retail clients. Foster relationships with foreign counter parties to manage foreign investments through Goldman Sachs. Conduct due diligence of foreign pension funds. Perform financial statement analysis and use valuation models for securities valuation to reduce risk levels according to investment strategies. Assist managing of client investment p...
Avg. Salary: $65,000 · Company Rank: Not Available
Worldwide Asset Management
Worked directly with CFO and VPI in portfolio allocation for institutional and retail clients. Performed due diligence of hedge funds with alternative treasury strategies. Assisted in launching of a hedge fund. Created and maintained presentations and reports for advisers and management. Identified inefficiencies and made improvements in the business operations of the firm.
Avg. Salary: $65,000 · Company Rank: Not Available
DELN Corporation
Managed competitive research/analytics by leveraging various resources to gather relevant industry benchmarks for web-metrics. Reduced fixed costs and opened new sales channel. Developed/maintained repository of competitive intelligence and comparative statistical summaries for the retail sector. Identified and developed data collection strategies to support reporting on KPI's that directly measure business value of online ...
Avg. Salary: $65,000 · Company Rank: Not Available
Rudman Capital Management
Conducted complex analysis, interpreted results, benchmarked against other hedge funds and ensured proper utilization of risk management techniques in a wide variety of evaluations and uses across all portfolios using PerTrac. Collected, interpreted and maintained financial models of equity securities to assist CFA’s with portfolio management. Responded to both internal and external queries in a timely manner working with M...
Avg. Salary: $65,000 · Company Rank: Not Available
Merrill Lynch
•Sought to acquire potential clients with assets of $500,000 or more to invest. •Learned wealth management software tools used for client reporting and portfolio analysis. •Planned and executed various marketing strategies such as seminars and mailings to assist advisors in growing their practice. •Assisted brokers in equity, fixed income, and mutual fund recommendations based upon client portfolio holdings and investmen...
Avg. Salary: $45,000 · Company Rank: Not Available
US Department of Treasury
•Selected on the management team to oversee 40 mail clerks. •Monitored 40 mail clerks in reaching Dept. of Treasury’s quota of 100 sorts per hour. •Performed various clerical duties such as maintaining records, extracting, sorting, numbering, batching, and filing tax returns and related correspondence. •Examine file materials to identify primary subject matter and assign proper classification. •Helped process 2008 tax...
Avg. Salary: $45,000 · Company Rank: Not Available
Lincoln Financial Advisors
•Assigned closely with financial planners to develop and run financial reports and statements. •Assisted with building and managing a recruiting database. •Helped in retirement planning, estate planning, business owner planning, and wealth management with accounts ranging from $100,000 to over $1 million. •Developed Excel spreadsheets to analyze client portfolio valuations. •Performed risk analysis on portfolio means an...
Avg. Salary: $45,000 · Company Rank: Not Available
Federal Reserve Bank of Atlanta
•Collected and validated records received from the 6th District banks and bank holding companies that exceeded $500 million. •Provided guidance to institutions regarding reporting requirements and definitions of data items. •Reviewed the reported data to ensure its quality and contact institutions to clarify atypical data. •Prepared data transmissions to the Board of Governors in Washington, D.C. •Examined market data t...
Avg. Salary: $45,000 · Company Rank: Not Available
Arbor Commercial Mortgage
•Work with the Midwest Regional Director on development of new business opportunities in the multi-family market including apartments, cooperatives, and affordable housing using Fannie Mae, FHA, CMBS, Bridge, and Mezzanine loan products. •Interview clients and gather information pertaining to their current and future financial needs in order to provide solutions for individual situations. •Qualify potential borrowers for ...
Avg. Salary: $52,000 · Company Rank: Not Available
