Financial Specialist Career Research and Resources
Bank of America, NA
• Acquired affluent business clients with bank balances in excess of $1 Million. • Profiled new and existing clients to uncover financial needs. • Increased book of business from $22 Million in the year 2004. • Provided exemplary service to all clients through the client management process. • Worked with banking center staff to uncover qualified client referrals
Avg. Salary: $98,000 · Company Rank: Not Available
Natsource Asset Management
Expertly manage the daily operations of the three largest corporate Clean Development Mechanism projects. Analyze a set of interdependent contractual agreements to design a lifecycle process flow that included funding, inventory, expenses and budget forecasting and management. Engage in the Financial Reporting alongside the controllers to prepare and present various reports on the monthly, quarterly and annual basis. Pa...
Avg. Salary: $175,000 · Company Rank: Not Available
Morgan Stanley
Directly responsible for all aspect of financial reporting and operational support for Financial Control Group. Conducted daily PnL analysis for Corporate Treasury on outstanding money market positions. Processed entry of interest rate/cross-currency swaps and options while participating in the issuances of equity/credit linked notes. Covered operations for Treasury group facing Equity and Commodity groups. Provided...
Avg. Salary: $175,000 · Company Rank: Not Available
Bear Stearns
Provided daily profit/loss analysis and reporting for syndicate desk operations. Pooled data from various reporting systems to compile a single easy to follow report. Identified and resolved issues concerning new issuances with trading assistants on syndicate desk. Provided reconciliations and kept record of the issues and the resolution. Conducted summary reports of daily profit/loss for management review. Participat...
Avg. Salary: $175,000 · Company Rank: Not Available
Global Resources
Over 5 years’ experience in Management Consulting, specializing in Asset Management Platforms & Hospitality Industries. He brings expertise in Customer Service, Operations and Finance Management, Business Turnaround, and Efficiency. Currently employed as a Senior Business Analyst at Global Resources, LLC since 2011, and guiding small and mid-sized businesses to increase efficiency and maximize profits. With over ten years...
Avg. Salary: $90,000 · Company Rank: Not Available
Charles River Development
• Providing project managers with effective strategies for implementing and upgrading FX workflow customizations • Working in tandem with the relationship managers to promote the adoption of FX products to increase customer satisfaction and revenue • Delivering targeted presentations to clients on the impact of FX workflows and capabilities in the daily financial transactions • Managing all customer queries during the proj...
Avg. Salary: $107,000 · Company Rank: Not Available
State Street Global Advisors
• Provided strategic leadership for the FX team, implementing innovative approaches, tools, and reporting • Partnered with Bloomberg to capture variances in daily trading activity through implementation of a FWD point tolerance check • Supported the drafting of FX netting agreements between SSga and trading entities • Researched and analyzed financial and economic data for multiple countries, providing key insight for curre...
Avg. Salary: $107,000 · Company Rank: Not Available
Fidelity Investments
• Analyzed operational risks for each active fund, from security vulnerabilities to currency and cash fluctuations, and promptly submitted assessment reports • Monitored FX hedges implemented by the trading desk and general FX transactions • Designed training manuals to ensure consistent application of domestic and FX trade policies • Built and maintained strong working relationships with sales personnel, relationship mana...
Avg. Salary: $107,000 · Company Rank: Not Available
Morgan Stanley
Maximizing the profit for the firm and clients, balance the traders accounts and portfolios, monitoring long positions and short positions for the firm and trading desk.
Avg. Salary: $0 · Company Rank: Not Available
Bear Stearns
Maximizing the profit for the firm and clients, balance the traders accounts and portfolios, monitoring long positions and short positions for the firm and trading desk.
Avg. Salary: $0 · Company Rank: Not Available
