Financial Specialist Career Research and Resources
Wasatch Advisors
Analyzed companies in the biotech and pharma industries by creating detailed earnings models, reviewing SEC filings and financial reports, and communicating with company management, suppliers and competitors. • Closely interacted with senior management of up to thirty companies to identify buy and watch targets, interviewed Wall Street analysts and industry insiders; attended up to fifteen national investment conferences. ...
Avg. Salary: $140,000 · Company Rank: Not Available
Gabelli & Coimpany
Monitored on a daily basis accounts status, and conveyed information to senior traders as as clients via phone calls. Assumed responsibility for new account openings and documentation regulated by the compliance department. Filled in for Senior traders when they off the desk or on vacation.
Avg. Salary: $95,000 · Company Rank: Not Available
GAMCO Investors
Responsible for the recompilation of 95 private accounts over 3 different systems including trading models. Responsible for going over daily trade breaks with traders ensuring accuracy on all details. Processed corporate actions and take overs in 3 different systems Backed up Private Account traders when needed. Distributed Morning & Nightly reports to all Portfolio Managers
Avg. Salary: $95,000 · Company Rank: Not Available
AmericanWest Bank
Essential Duties and Responsibilities • Assist Community Banking Center’s Director in working and restructuring problem credits. Set up “fail safe” control mechanisms to mitigate loss exposure, and maintains continuous “pressure” on the borrowers to adhere to an established repayment program. • Familiarity with Security Agreements, Deeds of Trust, UCC filings and Promissory Notes. • Maintains professional communicative ...
Avg. Salary: $0 · Company Rank: Not Available
Appleway Equipment Leasing
I supervised the Collection Department and the Insurance Department. We had 4 collectors and one insurance person. I helped build team unity and developed training skills. Monitored performance levels of collection staff. Resolved customer complaints.Handled all legal actions and bankruptcy matters. Repossessed and remarketed collateral. Trained and coached all team members.Restructured loan/lease agreements.
Avg. Salary: $0 · Company Rank: Not Available
Metwest Leasing
Collection of past due commercial and consumer loans. Negotiated workouts with past due loans. Restructured past due loans by adding additional collateral. Recovered and remarketed repossessed equipment. Determined values of equipment for remarketing. Handled all legal matters. Worked with attorneys on bankruptcies filed.
Avg. Salary: $0 · Company Rank: Not Available
M&Spark Limited
prepare and deliver analysis of public traded companies, provide perception analysis of the investment community, develop client materials including investor presentations, corporate announcements, reports and branding, collaborate with administrators, analysts and fund managers in fund placement process
Avg. Salary: $60,000 · Company Rank: Not Available
deVere Group
Provide guidance and support to employees, clients, communities and shareholders by leveraging vast resources for micro -targeting and message penetration. Evolve cross border communications and brand positioning in a way that fosters credibility.
Avg. Salary: $60,000 · Company Rank: Not Available
Sector Investment Managers Limited
Managed the fund placement process of $25m and $15m Energy – UK based funds Administered, reviewed and evaluated intercompany process on the launch of new natural resources investment product Assisted in securing $800k investment from Smith &Williamson, UK investment management and private banking house Expanded CRM database and enhanced corporate website/ features Financial reporting / NAV &AUM reports, energy sector m...
Avg. Salary: $60,000 · Company Rank: Not Available
Nationwide Building Society
Monitored and evaluated gross margin ratios perquartile financial data Managed branch back office operations, audit supervision and risk evaluation Oversaw credit control, budget and cost resources, health and safety policies in timely fashion Handled resolution of branch customer complaints and ensured that customer service adhered to satisfactory levels Trained new starters and was personally assigned employee personal ...
Avg. Salary: $60,000 · Company Rank: Not Available
