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Consulting Group Analyst Resume

TECHNICAL SKILLS

  • SQL CRM MoneyGuidePro FactSet DataStream Hyperion BenFinancials Microsoft Excel Microsoft Access Microsoft PowerPoint Zephyr StyleADVISOR Zephyr AllocationADVISOR Morningstar Direct Reuters ThompsonOne Bloomberg Terminal Adobe InDesign Adobe Photoshop Adobe Acrobat Pro

PROFESSIONAL EXPERIENCE

CONSULTING GROUP ANALYST

Confidential

Responsibilities:

Works alongside Senior Institutional Consultant in the management of both private client and institutional assets. Researches and recommends investment managers based on performance, style consistency and level of risk exposure. Optimizes asset allocation strategies and tests their wealth creation feasibility through Monte Carlo Analysis. Designs and prepares performance reports, fact sheets, presentations, RFPs and portfolio reviews. Facilitates portfolio management by executing and reconciling trades. Monitors book of business for any cash management, documentation and suitability risks.

REGISTERED SALES ASSOCIATE

Confidential

Responsibilities:

Assisted multiple Financial Advisors across the Delaware Valley region. Proactively reviewed client base for potential new business and retention opportunities on an ongoing basis. Maintained understanding of firm policies regarding compliance, product base and operational procedures. Actively communicated with Financial Advisors and their clients with inquiries and account management questions. Provided internal assistance with technical support on the firm’s operational systems. Established new accounts, entered trades and delivered on cash management requests.

EQUITY RESEARCH ASSOCIATE

Confidential

Responsibilities:

Assisted head analyst on a variety of research protocols. Prepared and updated financial models. Analyzed valuation of sector and stock coverage universe. Updated all marketing materials for periodic road shows. Provided due diligence requirements for potential company coverage. Generated ad - hoc financial analyses on a regular basis. Coordinated travel arrangements for head analyst. Assisted in the preparation of research reports.

FINANCIAL PLANNING ANALYST

Confidential

Responsibilities:

Provided financial planning and reporting assistance for all financial advisors in the branch. Maintained reference materials and updated the branch on all technological resources. Prepared and presented ideas at the branch level on a weekly basis. Quantified financial advisor performance on a monthly basis. Analyzed suitable investment vehicles for clients utilizing various research systems. Generated prospecting and client retention ideas using firm resources. Contributed to the overall development of branch initiatives. Developed a systematic process managing projects and financial planning goals.

ACCOUNTING ASSISTANT

Confidential

Responsibilities:

Collaborated with senior accountant in the quarter and year-end consolidated process. Prepared monthly financial analysis related to the firm's benefits programs. Responsible for preparing monthly state obligation reports. Coordinated formatting protocols with technical programmers on general ledger system. Edited and cross-examined official statements and footnotes for error. Assisted supervisor with interviews for entry-level candidates.

FINANCIAL ACCOUNTING ASSISTANT

Confidential

Responsibilities:

Assisted Financial Controller and Chief Financial Officer with financial reporting and budget preparation. Reconciled account analyses for balance sheet accounts. Reviewed general ledger for questionable transactions and conducted further assessment. Maintained spreadsheet projections for attendance data. Reviewed Pension and Endowment performance on a monthly basis. Processed and cataloged journal entries.

ACCOUNTS RECEIVABLE ANALYST

Confidential

Responsibilities:

Researched and responded to internal and external inquiries regarding accounts payable. Documented all invoices in Excel and helped maintain Access database. Reconciled small accounts and completed journal entries in an Oracle-based ledger system, BEN Financials. Analyzed open encumbrance reports and closed payments. Converted all departmental purchase requisitions to purchase orders. Responsible for organizing documents such as general ledger and fiscal year-end reports.

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