Financial Manager, Branch or Department Career Research and Resources
The Northern Trust Company
Manage team of 19, and assist in overseeing 2 Bangalore team members who complete Hedge Fund accounting at the investor level and also transfer agency for the funds. I conduct employee yearly reviews, ratings, and pay or merit increases, and coach them at the current position and career advancement at the co. As a technical subject matter expert promoted to manager, as if often the case, my assistance is often needed in c...
Avg. Salary: $92,000 · Company Rank: Not Available
The Northern Trust Company
Supervise team of 8 with them being direct reports. I conducted employee yearly reviews, ratings, and pay or merit increases, and coach them at the current position and career advancement at the co. Assist and lead in setting up the more complex new business funds on the system or trouble shooting current issues. Investor allocations including uneven items such as IPO or foreign exchange classes, complex and diverse mana...
Avg. Salary: $92,000 · Company Rank: Not Available
The Northern Trust Company
1st line supervisor of 7 with them not being direct reports but my comments highly relied upon during the annual performance reviews. I was responsible for reviewing many funds done by the team before release, and completing some more complicated funds independently. Assist and lead in setting up the more complex new business funds on the system or trouble shooting current issues. I setup many incentive fee structures mo...
Avg. Salary: $92,000 · Company Rank: Not Available
The Northern Trust Company
Responsible for completing many hedge fund allocations as described below. Assist in setting up funds for new business on the system. Investor allocations including uneven items such as IPO or foreign exchange classes, complex and diverse management and incentive fee calculations, time and asset weighted return calculation, unit series and rollup calculations.
Avg. Salary: $92,000 · Company Rank: Not Available
ABN Amro
Monitor mortgage-backed security portfolios and conduct interest rate shock scenarios against the Swaps used to hedge exposure.
Avg. Salary: $92,000 · Company Rank: Not Available
Calamos Investments
50% of time: Responsible for investing separately managed convertible bond strategies under Portfolio Management’s discretion. This task entailed: Monitor strategy holdings, execute trades under Portfolio Management’s discretion, raising cash withdrawal requests, and complete portfolio reports while working closely with the trade desk for trade execution monitoring and expectations mainly in the fixed income market. Rem...
Avg. Salary: $92,000 · Company Rank: Not Available
American United Life Insurance Co.
Worked in the investment division managing the equity of the firm's balance sheet. While the large majority was invested in fixed income, I specifically was the only analyst to support the sole manager of the equity or stock portion of the pool. I was responsible for keeping the portfolio manager's Excel based valuation models updated. This entailed reading the most recent Value Line reports, and updating relative value ...
Avg. Salary: $92,000 · Company Rank: Not Available
ULS a USAA Company
Compliance and operational risk management Project Management Sales and Marketing Vendor Management
Avg. Salary: $185,000 · Company Rank: Not Available
Hewlett Packard
Create services delivery model for services in North and South America.
Avg. Salary: $185,000 · Company Rank: Not Available
Bank of America
Policies and procedures Compliance and risk management Internal Audit BASEL Operational Loss Reporting Compliance training RESPA Compliance SAFE Act Compliance Executive scorecard development
Avg. Salary: $185,000 · Company Rank: Not Available
