Financial Specialist Career Research and Resources
Rensselaer Polytechnic Institute
Research
Avg. Salary: $20,000 · Company Rank: Not Available
Natixis Bleichroeder
• Participated in the origination and execution of equity and equity-linked transactions in the clean tech, energy and healthcare sectors. • Created and maintained pitch and presentation materials that marketed Natixis to existing and potential corporate clients. • Coordinated with client management in order to create investor presentations and marketing materials intended to describe the investment thesis and educate th...
Avg. Salary: $89,000 · Company Rank: Not Available
CIBC World Markets
• Assisted in the origination of equity deals ranging in size from $20 million to $3 billion for clients in the healthcare, consumer, technology and industrial sectors. • Assembled pitch books with investment bankers to inform clients of CIBC’s capabilities in the equity market. • Produced and distributed the weekly equity presentation that provided market, economic and transaction updates. • Prepared weekly initial publ...
Avg. Salary: $89,000 · Company Rank: Not Available
Merrill Lynch
• Interfaced with clients and senior management to organize non-deal roadshows, which kept clients updated with the Environmental Services Industry and the specific companies in which they invested. • Researched SEC filings (10K, 10Q) and produced comparative analyses based on companies’ financial performance. • Developed industry and company flashnotes based on timely market information. • Researched current industry to...
Avg. Salary: $89,000 · Company Rank: Not Available
Lehman Brother
• Selected to work closely with upper management in order to analyze, and, if necessary, rectify, monthly client statements, and seek ways in which to make the process more efficient through reengineering. • As a new member of the firm, recognized as someone who can lead a team and delegate responsibilities to peers. • Created new securities in conjunction with the trading floor and integrated these new securities into th...
Avg. Salary: $89,000 · Company Rank: Not Available
Bank of America
Proactively contacted clients with the goal of enhancing each client relationship. Counseled high net-worth clients, within a call center environment, and implemented highly customized solutions based on time horizon, current cash flow, risk profile, and objectives. Referred clients to other professionals within organization who could assist them with more complex planning issues. Cross-sold banking services and products to...
Avg. Salary: $50,000 · Company Rank: Not Available
TIAA-CREF
Collaborated with Wealth Management Advisors to develop and implement suitable portfolio management and retirement spending strategies for high net-worth clients. Analyzed financial data gathered by Advisors to determine the best asset allocation and protection strategies. Coached Advisors on presenting solutions that addressed the specific needs of each client and successfully incorporated the expertise of various speciali...
Avg. Salary: $50,000 · Company Rank: Not Available
TIAA-CREF
Educated clients on tax deferred annuities, pensions, IRA's and other investment products. Built client portfolios and recommended various investments that adequately reflected their risk tolerance, liquidity needs, time horizon, unique circumstances and investment goals. Interpreted Internal Revenue Codes for 403b, 401a, 457, IRA, Roth IRA, and After Tax Products. Rebalanced, realigned and changed portfolio allocations. He...
Avg. Salary: $50,000 · Company Rank: Not Available
Nationwide Financial
Analyzed client’s financial information, assessed needs, and determined strategies for helping clients meet their financial objectives primarily with insurance, mutual funds, and annuities. Effectively demonstrated excellent communication and interpersonal skills. Illustrated advanced analytical skills by successfully and consistently determining the best solution based on risk tolerance, liquidity needs, objectives, and pe...
Avg. Salary: $50,000 · Company Rank: Not Available
Western Southern
Devised and executed business development strategies to identify new prospects and prospecting opportunities. Provided guidance to clients as to the advantages and disadvantages of various life insurance and investment solutions. Implemented, and continuously reviewed financial strategies in order to build and enhance each client relationship. Devised marketing strategies and coordinated prospecting activities with other me...
Avg. Salary: $50,000 · Company Rank: Not Available
