Financial Specialist Career Research and Resources
Gamble Consulting,LLC
Work with investment companies to solve investment related opportunities/problems, specify solutions, enhance returns, and work with IT to implement business solution.
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Bank of New York Mellon
• Key significant clients include Alliance Bernstein, Marathon, Western Asset, Oaktree and Wellington. • Manage five portfolios associated with the US Treasury Public-Private Investment Program (PPIP) with combined assets of nearly $50 billion. • Administer various products, including Fixed Income, IRS, Futures, Commercial Paper and Repos. • Oversee trade settlements via DTC, communicating with brokers and clients when nece...
Avg. Salary: $60,000 · Company Rank: Not Available
Bank of New York Mellon
• Processed waterfall distributions in accordance with priority of payments as specified in indenture. • Settlement and execution of trades. • Performed daily cash and position reconciliation using WSO and CDO Sentry. • Prepared wires and fund transfers and monitored daily movement of funds. • Invested and liquidated funds from money markets to ensure sufficient funds available. • Ran various compliance tests to ensure dea...
Avg. Salary: $60,000 · Company Rank: Not Available
Sterling Empire Funding
• Priced mortgage scenarios, locked loans and extended expiring rate locks with the secondary market. • Managed back-office operations to ensure that mortgage processors were effectively dealing with client files, and to maintain client and investor relationships. • Responsible for company’s state licensing applications and renewals. • Ordered credit reports, titles, appraisals and insurance for submission to underwriter. ...
Avg. Salary: $60,000 · Company Rank: Not Available
Wells Fargo
Determined asset allocation, built portfolios, prepared investment policy statements, traded and prepared investment performance reviews. Supported office with compliance, including fiduciary Reg 9 reviews. Focused on clients with over $50 MM in liquid assets.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
Citibank
Developed and maintained asset allocation tools, evaluated investment managers, and prepared internal and client-ready publications. Focused on Latin American affluent clients.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
CUNA Mutual Investment Company
Managed asset alloction for the firm, handled risk manageement, managed international portfolios, managed quantitative team, handled fixed income attribution.
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Lincoln Financial Group
Completed investment risk research, analysis, and developed risk management processes in support of the company’s $22 billion investment holdings.Completed various application development and enhancement projects in support of pension, annuity, life, and investment product lines. Responsible for business analysis, design, coding, testing, and systems installations.
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
401k Exchange
Researched 401k retirement investment managers, improved and maintained database products, and prepared 401k plan proposals.
Avg. Salary: $0 · Company Rank: Not Available
StateTrust
Promoted investment services to US and Latin American affluent clients and supported marketing programs.
Avg. Salary: $0 · Company Rank: Not Available
