Financial Specialist Career Research and Resources
JPMorgan Chase
• Managed the Corp. Reorganization trades (CAPS). This was a process of evaluating a company’s proposal and making an investment decision for approx. ten thousand accounts. • Completed trades for our Private Equity Portfolio’s (PEP’s). These were individual stock model portfolios. Executed the trades based on the PEP teams recommendation. • Completed weekly block stock trades.
Avg. Salary: $40,000 · Company Rank: Not Available
JPMorgan Chase
• Dealt with assets held in trust accounts that were not eligible to be held at DTC (Depository Trust Company) or non-standard assets such as Savings Bonds, CD’s and Limited Partnerships. • Reconciled Ginnie Mae’s, Freddie Mac’s, etc. with DTC to ensure that the client received proper payment.
Avg. Salary: $40,000 · Company Rank: Not Available
JPMorgan Chase
• Assisted customers with any problems relating to their checking or savings accounts. • Also assisted with certain home equity or installment loan concerns.
Avg. Salary: $40,000 · Company Rank: Not Available
CNA
Led Billing and Collections operations for a multi-billion dollar portfolio of billings in the area of Commercial Property and Casualty insurance coverage.
Avg. Salary: $280,000 · Company Rank: Not Available
JP Morgan Chase (formally BankOne)
Deliver Financial Services to Bank Clients
Avg. Salary: $280,000 · Company Rank: Not Available
Park Avenue Securities - RIA
Responsible for the reconciliation of Advisory accounts transactions, positions and activities from the third party custodian (Fidelity) to the Advent Axys Portfolio Management system Responsible for data management used in account performance reporting communications to Advisors and clients Interact with Advisors and clients to help them to better understand the Advent Axys Quarterly Performance Reporting Expert in...
Avg. Salary: $15,000 · Company Rank: Not Available
Summit Financial Services Group
Back Office operations at self clearing broker/dealer firm Daily reconciliation between client account mutual fund holdings and the Mutual Fund companies account statements Process dividends and transactions into client accounts from the Mutual Fund companies if the client accounts did not reconcile Process paperwork for incoming ACATs from contra firms and contact contra clearing firms if any problems occurred with...
Avg. Salary: $15,000 · Company Rank: Not Available
New York Life Investment Management
Perform daily total return calculations for proprietary Mutual Funds Input, maintained, updated and reconciled daily proprietary Mutual Fund NAV’s and AUM used to calculate daily performance Distribute daily, weekly, monthly, quarterly and annual proprietary Mutual Funds data to collection agencies and various internal departments Performed quality checks of calculat...
Avg. Salary: $15,000 · Company Rank: Not Available
First Data Corporation
Avg. Salary: $95,000 · Company Rank: Not Available
First Data Corporation
Avg. Salary: $95,000 · Company Rank: Not Available
