Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Morgan Stanley
• Provides a primary point of contact via telephone for clients & Financial Advisors. • Addresses issues involving account maintenance, problem resolution, debit card & check writing, technical support, market news, quotes & information along with other products and services. • Utilizes knowledge of the financial industry to assist clients with their account inquiries. • Exhibits strong interpersonal & client service skills.
Avg. Salary: $40,000 · Company Rank: Not Available
JPMorgan Chase
• Analyzed the stock, bond and mutual fund mix in a client’s portfolio to ensure that the asset allocation met their stated investment objective. • Provided investment advice and recommendations to clients via phone conversation/face-to-face meetings and/or written communication. • Decreased risks in the portfolios by diversifying thru the use of various investment vehicles. Managed over 450 accounts with a total market va...
Avg. Salary: $40,000 · Company Rank: Not Available
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
Fifth Third Bank
Manage and execute the Information Technology & Investment Operations expense and capital budget. Responsibilities include managing an operating budget of $375M, providing analysis and support to senior management, analyzing capital expenditures (lease versus buy scenarios) and managing the month end process. This involves managing a team of financial analysts and accounts payable, as well as partnering with various corpo...
Avg. Salary: $0 · Company Rank: Not Available
Margaritaville Enterprises, LLC.
Avg. Salary: $202,000 · Company Rank: Not Available
Stonewood Grill and Tavern
Led the development of the brand and built the infrastructure for the opening of the first four units.
Avg. Salary: $202,000 · Company Rank: Not Available
Hard Rock Cafe International
Led the analysis and operational finance functions for over 60 units and the corporate office.
Avg. Salary: $202,000 · Company Rank: Not Available
DIRECTV
Directed a team of 17. Remediated key areas of immprovement. Oversaw financial operations and billing issues. FP&A, lockbox/remitance processing management and audit compliance. Managed multiple inventories of scale. Implemented change management strategies. Helped attain customer service benchmarks.
Avg. Salary: $0 · Company Rank: Not Available
