Financial Specialist Career Research and Resources
Bank Hapoalim
• Reported directly to Head of U.S. Audit. • Conducted and coordinated audits of financial, operational and compliance audits for the Banks' Western Hemisphere that included the all domestic Branches and Agencies within the U.S. and Canada. • Areas audited include: Derivative Products, Foreign Exchange, Money Markets, Investments, Asset-Liability Management, Commercial Lending (Syndications, Participations and Asset-Based...
Avg. Salary: $135,000 · Company Rank: Not Available
Pershing LLC, div of Bank of New York
Handled all Regulation T Responsibilites for FINRA. Complied reports for BNY credit committee to show what IBD were overleveraged and at RISK. Handled all customer accounts that were below margin requirements. Handled fed wire requests, reviewed to make sure they were within AML guidelines so there was no risk on fraud. Hanlded all foreign currency payments, check processing journal and delvery request as well. Also helped ...
Avg. Salary: $75,000 · Company Rank: Not Available
ELAVON (subsidiary of U.S. Bank),
Senior Director of Finance-Strategic Planning and Business Analysis (2010–Present) Direct all aspects of corporate strategic and financial planning and implementation, leading team of 4. Orchestrate forecasting and long-range analytical support for lifecycle management of products, platforms, and initiatives. Develop and implement long-term (5 and 10 years) corporate business plans and investment strategies aimed at mitigat...
Avg. Salary: $140,000 · Company Rank: Not Available
BANK OF AMERICA CORPORATION
Directed team of 3 in financial aspects of business line with assets of $25B+, compiling financial and statistical reports to senior leadership team to support decision making process. Managed and optimized projects, improving cost analysis and integrating performance measurements and portfolio risk management (RAROC and shareholder value analysis). Coordinated forecasting, planning, and budgetary control processes, includi...
Avg. Salary: $140,000 · Company Rank: Not Available
Spectrum Financial Group
Wealth Managemnt Portfolio Design Asset Allocation Product Recommendation Investment Analysis Sales
Avg. Salary: $70,000 · Company Rank: Not Available
AXA Advisors
Consulting Clients, business owners and individuals, on strategies to help them obtain their financial goals. This included product sales as well as portfolio management through brokerage and fee based models.
Avg. Salary: $70,000 · Company Rank: Not Available
Wilmington Trust
Equity and option trading using various strategies, including algorithms and collaboration with portfolio managers. Program and index trading, transition management, transaction cost analysis, best execution, risk management, supervision of traders and staff.
Avg. Salary: $205,000 · Company Rank: Not Available
Wilmington Trust
Trade options and equities for institutional accounts, including pension plans, mutual funds and money managers. Assume leadership and decision-making role when manager away from desk.
Avg. Salary: $205,000 · Company Rank: Not Available
GBar Limited Partnership
Senior Trader, Lead market maker on the CME Clearport system for Gold Options, Manager
Avg. Salary: $150,000 · Company Rank: Not Available
Geneva Capital Investments
Senior Market Maker, Trading Floor Coordinator, Manager
Avg. Salary: $150,000 · Company Rank: Not Available
