Financial Analyst Career Research and Resources
Flathead Advisors, Inc.
Created innovative portfolio restructuring solutions for Flathead's fixed-income clients. Conducted assessments of outside investment managers' capabilities and reported findings to Flathead clients. Constructed business plan highlighting potential profitability of issuance and management of life settlements.
Avg. Salary: $200,000 · Company Rank: Not Available
Transamerica Investment Services, Inc.
Managed $7+ billion in short-term LIBOR-based assets. Invested from $200 to $500 million each week. Managed $15+ billion in interest rate derivatives. Included interest rate swaps, caps, floors and receiver swaptions. Managed $400 million in two Separate Accounts. Managed $7.5 billion GNMA pass-through portfolio. Weekly reinvestment cash flow of approximately $200 million. Managed $8 billion Agency CMO portfolio. We...
Avg. Salary: $200,000 · Company Rank: Not Available
Countrywide Credit Industries
Tracked mortgage applications from origination through funding. Worked with traders to aid in determining proper hedging of origination portfolio. Maintained Foxpro database program which tracked loans from origination to funding.
Avg. Salary: $200,000 · Company Rank: Not Available
Mabon, Nugent & Co.
Traded all asset-backed securities (auto receivable, credit card receivables, and student loans). Initiated CMO trading capacity. Developed and implemented hedging strategies for entire MBS trading desk.
Avg. Salary: $200,000 · Company Rank: Not Available
Citibank Investment Bank, N.A.
Traded $1+ billion book of 15-year Agency mortgage-backed securities. Co-managed $1+ billion book of options on mortgage-backed securities. Developed and implemented hedging strategies for agency and non-agency pass-through trading desk positions.
Avg. Salary: $200,000 · Company Rank: Not Available
Dean Witter Reynolds, Inc.
Tracked trading desk positions. Checked out trades with counterparties. Reconciled daily positions with official books and records.
Avg. Salary: $200,000 · Company Rank: Not Available
National Futures Association
Supervise staff in areas of responsibility including cash flow management, NFA’s self-managed investment portfolio, daily and monthly account reconciliations, payroll processing, month-end closing processes, SOP 98-1 compliance and 990 tax filing requirements. Completed a program-level analysis of the Restitution Program; this program aims to distribute recovered funds lost by investors due to fraud. The analysis fueled a ...
Avg. Salary: $71,500 · Company Rank: Not Available
Calyon Financial Inc.
Primary duties focused on building relationship with various trading desks, their manager and traders to ensure accurate, timely communications of trading volume, commission payouts and bonus allocations. This involved maintaining a pool of funds available for payment as compensation as well as allocating expenses properly among the desks and their members. A keen knowledge of the accounting for these payout models combined...
Avg. Salary: $71,500 · Company Rank: Not Available
C.H. Robinson Company
Responsible for the compilation of monthly report packages that analyzed and summarized key sales figures, operating expenses, collection ratios and future projections. Created, implemented and maintained Access database program to reduce Accounts Receivable (A/R) over ninety days. Successful impact in aging as A/R was reduced by 30% in the following six months. Converted large, Excel based expense reporting sheets into...
Avg. Salary: $71,500 · Company Rank: Not Available
Dearborn Partners Investments LLC
-Consolidated research reports daily for six top management individuals -Operated Bloomberg Professional daily to carry out further research -Built models to forecast future earnings of 14 large cap companies, such as Costco, Pepsi & Target -At the time, assessed the current risk of the financial industry through team deliberation -Attended weekly meetings from Portfolio Managers discussing position sizes within thei...
Avg. Salary: $45,000 · Company Rank: Not Available
