Occupation:Financial Analyst |
Location:Castle Rock, CO |
Education Level:Bachelor |
Will Relocate:YES |
Description
Analytical, results-oriented professional, with effective problem-solving skills. Strong financial analysis background includes financial research, quantitative analysis, statistical modeling and project management. Excellent follow through and communication skills. Motivated self-starter with the ability to learn quickly. Complete bilingual English and Spanish fluency. Technical proficiency in MS Word, PowerPoint, and Excel.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 5/2007 - Present |
Standard and Poor's | (Confidential) | 5/2006 - 5/2007 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
University of Colorado | Finance | 2006 | Bachelor Degree |
Accomplishments
Highlights:
Achieved goals by obtaining 100% accuracy in job performance while meeting strict deadlines. Received Employee of the Month several times for outstanding work.Companies I like:
Job Skills
Keywords
Responsibilities
Thoroughly analyzed entire universe of mutual fund investment vehicles, variable annuity and fixed annuity contracts, and life insurance contracts. Effectively created a diverse portfolio that follows the Modern Portfolio Theory, and maximizes clients upside performance while minimizing downside risk.