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Financial Analyst Resume

Alhambra, CA


Confidential, Alhambra, CA

Financial Analyst


  • Customized comprehensive investment strategies wif equities, fixed income and alternative investments
  • Prepared presentation materials including performance analysis, market research and other documents for clients and prospects
  • Analyzed economic trends and evaluated financial holdings based on qualitative and quantitative analysis
  • Established TEMPeffective relationships wif over 400 clients and cultivated wholesalers’ relationship

Confidential, Reseda, CA

Accounting Intern


  • Performed accounting and clerical functions including account reconciliation and bookkeeping to support supervisor
  • Organized a database of over 500 clients’ tax documents, financial statements and legal documents
  • Contributed research, analysis and recommendations to various business projects

Confidential, Thousand Oaks, CA

Human Resource and Accounting Intern


  • Consolidated databases using VBA
  • Assisted wif monitoring financial operations and forecasts

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