Financial Analyst Career Research and Resources
VARIOUS INVESTMENT ORGANIZATIONS
• Supported executive team in acquisition process including due diligence, underwriting and deal execution • Developed and presented price models, cash flow & asset valuation, project management, competitor analysis & risk management solutions
Avg. Salary: $70,000 · Company Rank: Not Available
AFA FINANCIAL GROUP, LLC
Perform investment product analysis, determine feasability and risks, and present finding to executive team to determine approval of product on our platform Prepared monthly & quarterly financial reports for strategic planning and financial projections Prepared budget forecasting reports and perform variance and trend analysis
Avg. Salary: $70,000 · Company Rank: Not Available
Union Bank, N.A.
• Worked closely with Executive Committee members and business unit leaders to articulate the strategic direction of the organization, develop a comprehensive M&A strategy and implement a scoring system to prioritize acquisition targets. • Involved in every aspect of the M&A process, from target identification to integration: valuation (discount dividend modeling, trading and transaction comparables), due diligence efforts...
Avg. Salary: $95,000 · Company Rank: Not Available
Union Bank, N.A.
• Responsible for the oversight and administration of ~$250 million of bank-owned life insurance (BOLI) assets. • Presented periodic recommendations regarding investment allocation and asset manager selection to executive management, monitored invest performance, ensured that internal policies and procedures remained responsive to current market conditions and performed due diligence on BOLI plans of acquisitions targets. ...
Avg. Salary: $95,000 · Company Rank: Not Available
Union Bank, N.A.
• Provided analytical support in capital plan development and capital management initiatives (i.e. the issuance of subordinated debts, stock-repurchase and dividend policy). • Tracked developments and performed financial analysis and in depth reviews on a list of potential acquisition targets. • Supported project management teams by collaborating with business unit leaders, financial advisors and outside counsel on the div...
Avg. Salary: $95,000 · Company Rank: Not Available
MDC Holdings, Inc. / Richmond American Homes
• Performed a variety of market, operational, and financial analyses: spend analysis, cost benchmarking, contract price analysis and forecasting, product usage analysis and commodity price analysis to facilitate key business decisions. • Coordinated the value engineering and hard cost reduction initiatives, which resulted in a 2% to 5% cost decrease per trade category (framing, roofing, plumbing, concrete, drywall, etc.) •...
Avg. Salary: $95,000 · Company Rank: Not Available
Pathway Capital Management
• Monitored and reported on 75 venture capital and leveraged buyout investments for 6 institutional clients. • Maintained a database, researched portfolio companies and private equity partnerships, and assisted analysts and associates in screening and analyzing prospective fund investments.
Avg. Salary: $95,000 · Company Rank: Not Available
Merrill Lynch
• Researched equities, fixed income securities, and macroeconomic trends using ML databases and Morningstar software. • Prepared portfolio performance reports for client meetings, re-balanced asset allocation models, and checked all trade confirmations.
Avg. Salary: $95,000 · Company Rank: Not Available
Schlumberger (World Largest Oilfield Service Company)
Developed cost models for 4 oilfield service equipment and 2 HR services, created tools to track monthly inflation; Analyzed spend and inventory to assist management decisions; Handled 3 projects for 3 Categories at the same time, demonstrated excellent time management skills
Avg. Salary: $10,000 · Company Rank: Not Available
Agrilogic Insurance Service, LLC
Rated crop insurance products by analyzing large data sets and building quantitative models; Prepared crop insurance rules documents to be used by the crop insurance agents
Avg. Salary: $10,000 · Company Rank: Not Available
