Financial Analyst Career Research and Resources
Wausau Signature Agency
•Performed financial analysis, research, data tracking, and sales support for a unit of Fortune 500 national insurance company utilizing Sagitta, AMS, PS4, D&B, Bisys, and SalesLogix. •Successfully passed Property & Casualty and Life & Health Licenses after completing extensive sales, claims, underwriting, and loss prevention training. •Effectively utilized Bisys rating manuals and testing books in facilitating group ins...
Avg. Salary: $52,000 · Company Rank: Not Available
Wayne State University Oakland Center
Avg. Salary: $52,000 · Company Rank: Not Available
Staffing Services of Michigan
Avg. Salary: $52,000 · Company Rank: Not Available
DST Systems
Avg. Salary: $52,000 · Company Rank: Not Available
Morgan Stanley/MSCI Barra
Manage and support Client Relations Group with resolving client inquiries relating to analytics, data, and risk models. Lead our global data update teams and global data vendors to provide institutional clients with financial market data to manage risk. Provide research, valuation, and data analysis of tradable market securities to enhance our investment analytics products
Avg. Salary: $103,000 · Company Rank: 2.0 out of 5
Indymac Bank
Managed daily, monthly, and quarterly reporting of performance attribution, hedge effectiveness, and risk metrics for MBS, Whole Loans, MSR, and derivatives investment portfolios with total fair market value of $26 Billion. Liaise with middle office, custodians, counterparties, and accounting groups to ensure correct clearing of trades, verify mark to market valuations and other accounting related issues, and monitor count...
Avg. Salary: $103,000 · Company Rank: 3.0 out of 5
Mullin Consulting
Analyzed quantitative and qualitative accounting impact and economic costs/benefits of executive retirement benefit plans from corporate and participant perspectives. Modeled funding solutions for corporate deferred compensation and supplemental executive retirement plans. Prepared timely reports on the funding status of existing retirement plans based on historical and projected performance of corporate owned investments...
Avg. Salary: $103,000 · Company Rank: 2.0 out of 5
TRC Financial
Modeled funding alternatives for wealth transfer and nonqualified retirement plans. Evaluate cash flow, financial, economic, and tax impact of informal funding vehicles. Worked together with firm principals, financial advisors, accountants, lawyers, and benefit consultants to come up with tax advantaged investment strategies. Calculate and provide analysis on investment returns of sub-advised mutual funds, fixed-rate ann...
Avg. Salary: $103,000 · Company Rank: 3.0 out of 5
PIMCO/State Street
Reconcile mutual fund accounts managed by PIMCO. Investigate price and transaction descrepancies between bank and brokerage statements.
Avg. Salary: $103,000 · Company Rank: 3.0 out of 5
ProQuest Investments
- Proactively source and screen incoming deals. Evaluated 500+ business plans - Identify investment opportunities through private and public company screens - Coordinate diligence for new investments: technical diligence, market/competitive research, forecasting models, prepare internal investment memoranda. - Monitor current portfolio investments and support team on board responsibilities. - Develop exit strategies. - Main...
Avg. Salary: $100,000 · Company Rank: Not Available
