Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
The L&R Group of Companies
Avg. Salary: $145,000 · Company Rank: Not Available
Warner Bros. Entertainment
Avg. Salary: $145,000 · Company Rank: Not Available
the Retirement Group
*** Conducted investment research based on value-oriented long-term investment philosophy, screened equities, mutual funds, ETF, REITs and fixed-income to update company investment models with different risk levels, resulting in over 30% annual growth in asset and 2% dividend payout rate for the large-cap model; *** Managed daily transaction data for client accounts, reconciled share and cost basis on Portfolio Databa...
Avg. Salary: $0 · Company Rank: Not Available
City of Torrance Treasurer's Office
Comprehended instructions to acquire the skills of using MS Access, then sketched tables for data storage, set the primary keys, built the connections between tables, and designed user-friendly forms to construct the database of City Employee’s Deferred Compensation Plan; Processed Deferred Compensation documents for more than 1500 participants, interacted with supervisor to reconcile over 400 unclear files, and utiliz...
Avg. Salary: $0 · Company Rank: Not Available
Bank of China
Participated in more than three credit loan projects simultaneously, which involved gathering client financial information, performing market research and due diligence, reconciling the financial data, projecting company cash flows and conducting investment risk analysis; Priced the loan with internal interest-pricing model, determined the specific loan structure with manager, sought external guarantees, drafted comp...
Avg. Salary: $0 · Company Rank: Not Available
Institutional Shareholder Services
> Leading team of consultants in building client relationships and ensuring annual contract renewal across a $7 million annual subscription-based book of business. Engaging in contract negotiations along with sales team; analyzing trends, customizing reports, and discussing value proposition of services. > Implementing team and department wide policies and procedures to ensure best practices in supporting clients and develo...
Avg. Salary: $95,000 · Company Rank: Not Available
Institutional Shareholder Services
> Responsible for managing strategic client relationships; using databases to predict areas of growth with existing clients. Coordinating accurate automation and delivery of reports, products, and services. This has proven to be of exceptional value to clients in streamlining their workflow and also helping to mitigate operational and compliance risk. > Conducting regular on-site product training and discussions around clie...
Avg. Salary: $95,000 · Company Rank: Not Available
Prudential Financial, Inc.
> Building client relationships through seminars, marketing, and one-on-one consultation. Hosting unique fact finding sessions tailored around meeting client’s specific requirements. > Providing clients with needs-based financial planning, detailed modeling and forecasting of custom financial plans that included risk tolerance, asset allocation, timeframe, and appropriate investment vehicles (Series 6/63, P&C licensed).
Avg. Salary: $95,000 · Company Rank: Not Available
Zolio Inc
The major task of my intern is to test the trading platform by virtual trading stocks, and create my own portfolio. I have learned investment course in university, so I just put my knowledge into practice, like using simple R code and using excel to calculate the correlation between stocks, return and some financial ratios of specific one to make my portfolio better. Also, I have to provide weekly journal to company about ...
Avg. Salary: $60,000 · Company Rank: Not Available
China Merchants Bank
• Communicated with clients to increase their knowledge about financial products by presenting and explaining product reports in bank database • Provided individual investment recommendations, business planning and education funding to help over 20 clients every day to accomplish their financial objectives • Coordinated with dedicated team of eight associates in daily operation and entered business volume of each representa...
Avg. Salary: $60,000 · Company Rank: Not Available
