Research Financial Analyst Resume Samples

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P Howe

Presley

Howe

5377 Casper Ranch

San Francisco

+1 (555) 535 0582

5377 Casper Ranch

San Francisco

Phone

p +1 (555) 535 0582

Experience Experience

Chicago, IL

Credit Risk Management Analyst Financial Institutions Research

Chicago, IL

Bailey, Mills and Rodriguez

Chicago, IL

Credit Risk Management Analyst Financial Institutions Research

Assess historical financial performance and develop and analyze client specific financial forecasts
Assist in the credit approval process by analyzing the risk in various loan and derivative transactions
Monitor client and third party news sources for events with a potential credit impact
Author credit research reports summarizing financial, client, and industry analysis, conclusions, and recommendations for risk ratings and risk appetite
Track clients’ compliance with risk limits
Maintain active research coverage of a portfolio of Morgan Stanley’s financial institution clients and make recommendations to senior management about internal risk ratings and client-level risk appetite
Carry out tasks related to the job in accordance with the instructions of the supervisor

Chicago, IL

Business Analyst With Financial Services & Research Expertise

Chicago, IL

Raynor-Wilderman

Chicago, IL

Business Analyst With Financial Services & Research Expertise

Interfacing with business and other analysts, produce detailed use cases to guide the design and development of applications
Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed
In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
Utilize query tools to confirm data quality and investigate questions
Actively seek out, adopt and understand latest technologies across institutional, consumer and social domains to determine potential value add if synthesized into the business
Create effective presentations to be used with business audiences of various levels
Manage timelines, milestones and streams related to own projects

present

Philadelphia, PA

Financial Analyst Executive Division Research Department

Philadelphia, PA

White, Larkin and Stiedemann

present

Philadelphia, PA

Financial Analyst Executive Division Research Department

present

Providing rigorous financial, economic, and data analysis
Conducting investigations into possible violations of the relevant rules and regulations
Synthesizing pertinent facts and issues from large amounts of information and data
Analyzing financial instruments, explaining their structure, and identifying potential risks
Routinely assessing, reporting, and monitoring trading activity
Independently researching relevant studies, rulemakings and data; and
Interact with vendors, as well as internal legal, compliance, marketing, branding and other partners

Education Education

Bachelor’s Degree in Finance

New York University

Bachelor’s Degree in Finance

Skills Skills

Excellent analytical skills; demonstrated proficiency in Excel and web-based tools
Strong accounting skills; knowledge of accounting principles
Knowledge and ability to understand, interpret, and communicate university policies and procedures
Excellent communication skills
Strong analytical and problem solving skills
Expert knowledge and fluency of governmental regulations (e.g. FAR, A-21, A-110, A-133, CAS)
A problem solver with excellent customer service and communication skills
Excellent oral, written, and communication skills
Excellent time management and organizational skills
Ability to review a proposal or manage a project with understanding of the overall scope and goal of each sponsored project

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11 Research Financial Analyst resume templates

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Credit Risk Management Analyst Financial Institutions Research Resume Examples & Samples

3-6 years of credit research or related experience performing research and financial statement analysis
Strong analytical skills, preferably related to fundamental research for financial institutions
High level of English fluency; able to communicate complex business concepts in an accurate and concise manner
Take responsibility for assigned work and tasks and complete in the assigned timeframe
Answer questions and queries from local and remote team members in a timely fashion
Understand and adhere to Morgan Stanley’s values
Be accurate and pay attention to detail
Escalate issues and risk to the supervisor in a timely fashion
Be able to deal easily with multiple issues and tasks under pressure

Business Analyst With Financial Services & Research Expertise Resume Examples & Samples

Liaise with business (Citi Velocity business owners, product sales, product technology, content contributors) to understand strategies and interpret underlying business needs, and with developers, to propose and design technology solutions, thoughtfully transform them into clear business and design requirements, and project manage to realize successful implementation
Play a consultative role to business partners and continuously seek out and propose creative solutions and innovative technology ideas to meet business goals
Interact with vendors, as well as internal legal, compliance, marketing, branding and other partners
Build deep understanding in product areas, such as but not limited to Equities and Credit, and collaborate with developers to deliver relevant and precise technology solutions that exceed business expectations
Interfacing with business and other analysts, produce detailed use cases to guide the design and development of applications
Actively seek out, adopt and understand latest technologies across institutional, consumer and social domains to determine potential value add if synthesized into the business
Analyse data, processes, and usability input and produce clear and logical documentation of results
In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
Utilize query tools to confirm data quality and investigate questions
Create effective presentations to be used with business audiences of various levels
Manage timelines, milestones and streams related to own projects
Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed
Communicate continually with stakeholders the statuses of deliverables and flag potential risks and delays to successful completion of all projects
Prepare and maintain project deliverables, including reporting and tracking statuses using Excel, MS Project, JIRA, and SharePoint
Financial Services industry experience
Capital markets domain experience a plus
Business knowledge of Equities, Credit, Rates, Securitized or an asset class a plus
Strong knowledge of the full software development testing lifecycle
Experienced practitioner of both waterfall and agile development methodologies
Demonstrated experience in leading the analysis, development and delivery of web applications
Demonstrated experience in leading the analysis, development and delivery of mobile apps
Strong cross-group collaboration and relationship management skills including coordinating with geographically dispersed teams to achieve deliverables
Strong skills in developing relationships and partnerships with key stakeholders
Expertise in Microsoft Office Suite, specifically with Excel, Visio, Power Point , Word, SharePoint and JIRA
Understanding of HTML,XML,VBA,SQL, enterprise infrastructure, mobile iOS and Android
Master's with 4 or more yrs exp or Bachelor's with 6 or more yrs exp
Deep familiarity with full software development lifecycle, particularly Agile
5+ years’ experience in business analysis or functioning as such in a technology area
Aptitude to tackle and resolve complex, often ill-defined issues
Agility to simultaneously work well independently and within a team environment across the globe with other subject matter experts, analysts, developers and business representatives
Good organizational and multi-tasking skills with attention to detail
Astute analytical skills
Strong relationship building skills
Very self-motivated and independent thinker
Flawless written and verbal communication skills. Must have presence and communicate with clarity, impact, purpose and authority with partners, peers, management and the business

Research Financial Analyst Resume Examples & Samples

Required: Bachelor's degree in Finance, Accounting, or related field
Required: Three years of financial analysis work experience
Preferred: Experience in an academic medical center research administration role
Preferred: Familiarity with clinical research budgeting and clinical trial billing policy
Must be detail oriented, flexible, proactive and thorough
Savvy with electronic process systems and spreadsheets
A problem solver with excellent customer service and communication skills

Research Financial Analyst Resume Examples & Samples

Five plus years’ experience in an accounting or finance position, preferably in a research setting
Must be detail oriented with strong organizational and analytical skills
Demonstrated ability to analyze and understand research activities from a financial perspective
Demonstrated ability to manipulate and query large amounts of data within multiple software and database applications
Advanced knowledge of Microsoft Office (emphasis on Excel & Access)
Strong initiative and ability to manage multiple projects
Excellent Communication skills
Ability to complete projects timely and accurately is critical

Financial Analyst Executive Division Research Department Resume Examples & Samples

Master's degree in finance, economics, or business or two (2) years of equivalent work experience in the financial industry
Strong knowledge of common investment types and sectors (e.g. equities, bonds, fixed income, mutual funds, and exchange traded funds)
Basic knowledge of alternative investment funds and vehicles (e.g. structured finance,
Hedge funds, and private equity)
Experience with mortgage and other asset-backed securities or equity market structures (exchanges, order flow, execution benchmarks) a plus
Advanced experience working with the Bloomberg Terminal
Providing rigorous financial, economic, and data analysis
Synthesizing pertinent facts and issues from large amounts of information and data
Routinely assessing, reporting, and monitoring trading activity
Analyzing financial instruments, explaining their structure, and identifying potential risks
Conducting investigations into possible violations of the relevant rules and regulations
Independently researching relevant studies, rulemakings and data; and
Developing systems to collect and organize required financial data

Financial Services Research Analyst Resume Examples & Samples

2+ years’ business research experience, preferably in a consulting environment, equity brokerage, third-party research organization, financial services institution or demonstrated equivalent skill
Understanding of business, markets, financial institutions and economic issues at large
Awareness in specific industry segments, with a preference to Capital Markets or Banking
Working experience in a team of research professionals
Secondary research skills with a proven ability in using online and other research sources in delivering research results to provide a value-added all-round research service to internal customers is desirable
Demonstrated experience of writing reports, and presentations for delivery to internal and external audience a plus

Financial Research Analyst Resume Examples & Samples

Review and process license requests for the United States Department of the Treasury, Office of Foreign Assets Control (OFAC)
Analyze and interpret United States economic sanctions policies and regulatory information
Confer with applicants in connection with requests
Provide licensing policy and other OFAC related information via oral or written communication to the public and intergovernmental organizations in connection with licensing requests
Must have a minimum of 1 year working experience with respect to foreign and regulatory policies and procedures for transactions related to personal, commercial, humanitarian, travel, financial, non-proliferation, international trade and/or investment programs
Excellent oral and written communications skills, including interpersonal skills
Demonstrated experience and knowledge of regulatory analysis
Demonstrated ability and knowledge of basic computer skills
Bachelor's Degree or equivalent experience
Active clearance

Commodity Research Senior Financial Analyst Resume Examples & Samples

Tracking commodity markets and issuing reports related to the changing fundamentals and technical indicators
Working with other functions such as Finance and Sales to provide input cost outlook and forward-prices to drive pricing actions
Responsible for compiling monthly commodity and ingredient PPV forecasts and researching variances to the forecast
Management of input cost reporting for commodities and ingredients (historical and forecast) to aid in pricing and BOD book presentations
Act as a liaison between Category Controllers and Corporate Procurement Buyers on understanding PPV forecasts and actuals
Responsible for identifying purchasing commodity transactions which may be subject to hedge accounting and working with Corporate Accounting to ensure that such transactions are accounted for properly
Analyzing fundamental (supply/demand) and technical data to forecast commodity prices
Maintain commodity research portal and database; Leading the preparation of weekly TreeHouse commodity meeting materials
Maintenance of commodity cost reporting and forecasting models for commodities and ingredients based on latest coverage and market outlook
Support PPV forecast and variance analysis for commodities and ingredients for all Business Units
Develop and maintain historical cost, usage and PPV information by category to assist in negotiations and analysis
Bachelor's degree in Economics, Accounting, Finance or Business required
Minimum of three-year experience in financial planning and analysis or commodity research with a demonstrated record of increasing levels of responsibility
Ability to develop commodity research and financial analysis, and support a conclusion within limited time constraints utilizing limited or less than perfect information
Requires good interpersonal and communication skills and the ability to interact with high credibility at various levels within the organization
Ability to function effectively in a team environment
Must be flexible and able to prioritize tasks and have an aggressive commitment to meet deadlines
Strong analytical skills and attention to detail with the aptitude to derive key insights
Strong foundation with MS Office products and the use of information systems; ability to learn/utilize systems quickly

Research & Financial Analyst Resume Examples & Samples

Experience compiling and analyzing financial data from a wide variety of sources and presenting statistical information in an appropriate, understandable format
Financial and business management skills and experience to perform extensive in-depth budgetary and financial analyses, identify and present areas of concern and recommend next steps to decision makers
Elite mathematical skills sufficient to accurately calculate, manipulate and adjust data related to budgetary and financial activities
Experience working with generally accepted accounting principles with diverse fund restrictions, fund accounting and research-related accounting
Experience presenting, orally and in writing, complex administrative and technical issues and proposed solutions, including composing and editing documents and correspondence for accuracy, consistency of format, spelling and grammar, language and professional appearance and style
Experience using advanced features of MS Excel to perform detailed analyses including Pivot tables, VLOOKUPs and creating charts and graphs as well as word processing, presentation, database, email and web-based software and automated on-line financial and payroll/personnel systems
Knowledge of UC and Federal budgetary cycles and practices, personnel/payroll practices, business agreements, and organizational policies and procedures
Organizational skills sufficient to successfully assess, categorize and work with large amounts of information and data
Experience handling sensitive or confidential information or situations
Experience with UC Davis automated financial, personnel and payroll systems: Kuali, PPS, FIS DS, SIS-DS, PPS DS
Knowledge of research-related accounting, especially Federal accounting and reporting guidelines, particularly within the USDA
Knowledge of higher education research and fund accounting

Research Financial Analyst Resume Examples & Samples

Responsible for new study setup and activation
Monitors revenues and expenditures, providing routine reports and assessments of activity in sponsored activity funds
Develops and maintains accounting systems to allow for ongoing tracking and trending of study funds as they relate to approved study budgets
Supports Academic division and Institutional Goals
Required - 3 or more years of experience in financial analysis, forecasting and reporting including experience working independently and in small groups
Must have computer skills and dexterity required for data entry and retrieval of patient information. Must be proficient with Windows-style applications, various office software packages and keyboard
Effective verbal and written communication skills and the ability to present information clearly and professionally to varying levels of individuals throughout the patient care process
Strong analytical and problem solving skills

Research & Financial Analyst Resume Examples & Samples

Financial and business management skills and experience to perform extensive in-depth budgetary and financial analyses
Analytical skills to anticipate/identify problems, perform research to resolve such problems, and develop creative solutions
Knowledge of generally accepted accounting principles with diverse fund restrictions, fund accounting and research-related accounting
Knowledge of budgetary cycles and practices, personnel/payroll practices, business agreements, and organizational policies and procedures
Mathematical skills sufficient to accurately calculate, manipulate and adjust data related to budgetary and financial activities
Experience with UC Davis automated financial, personnel and payroll systems: Kuali, PPS, FIS DS, SIS DS, PPS DS

Financial Analyst Clinical Research Resume Examples & Samples

Bachelor Degree in Accounting, Business Administration or Finance preferred. At least 2 years of experience in a clinical research setting
Ability to make financial/business decisions based on complex protocols and long-range financial projections. Knowledge on applications of principles and practices of fiscal planning and analysis
Knowledge of Federal standards of governance, including the FDA, NCI, OHRP and broader Department of Health and Human Services standards as may apply to clinical practice with investigational agents and research with human subjects
Excellent skills in Microsoft Office programs with specific ability to derive and load complex formulas especially with in building Excel spreadsheets, pivots tables, "V" look-ups, etc
Detailed knowledge and experience with financial statements and reporting
Ability to succeed in changing environment and handle multiple responsibilities

Financial Intelligence & Research Analyst Resume Examples & Samples

Research illicit finance methodologies and anti-money laundering regimes in targeted jurisdictions
Research intelligence collections from open and classified sources to provide financial assessments on US national security non-state threats
Develop intelligence, produce finish products and brief clients
Analyze financial data systems for illicit finance activities to include money laundering techniques
Apply financial forensic techniques on obtained media collections using data forensic tools
Use customer tools to map financial networks and identity US national security threat financial targets
Analyze and exploit financial data from open and classified sources to evaluate and prioritize targeting leads
Meet or exceed targeted billing hours (utilization)
10+ years exp, ISSA (FSP) Required
BS - finance, accounting, business or equivalent financial study
Demonstrated strong understanding of global finance through experience or financial certification, such as
Certified Anti-Money Laundering Specialist, Financial Crime Specialist, Fraud Examiner, or relevant
3 years exp in the analysis and targeting of illicit/illegal financial transactions
2 years exp in AML techniques
Experience with data forensic tools and techniques, with large data sets
Ability to work overtime required on occasion
Meet or exceed continuing professional education (CPE) requirements

Financial Intelligence Research Analyst Resume Examples & Samples

3+ years of experience with intelligence analysis or targeting
3+ years of experience with all-source information research and analysis
Experience with intelligence messaging and research tools, including TAC or M3
Ability to write high-quality assessments and briefings for a senior-level audience
MA or MS degree in International Relations, Security Studies, Intelligence Studies, Political Science, Regional Studies, International Law, Business, or Finance

Financial & Research Analyst Resume Examples & Samples

Strong logical and analytical skills
Strong Microsoft Office Suite skills, heavy Excel environment Pivot tables, v-look-ups, formulas, template creations, etc
Familiarity with standard financial reports and statements
Customer service skills
Team oriented
Problem solver
Ability to multi-task and adhere to strict deadlines/timelines
Commitment to diversity and to serving the needs of a diverse community
Five years of relevant experience working in an accounting field
Five years of experience in the full range of research management
Experience with Oracle General Ledger and/or IRA Reporting Tools strongly desired

AML Financial Crimes Research Analyst Resume Examples & Samples

Experience in a substantive compliance role, such as, a risk assessment, compliance analysis or research role related to Financial Crimes Compliance / AML
Ideal candidates will exhibit investigative, research intensive, and/or heavy writing skills while meeting one or more of the following qualification
Flexible and adaptable in handling change while understanding how that change will impact the team as well as business line partners
Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines
High level of attention to detail with the ability to solve problems and think analytically

Informatics Research Analyst Financial Informatics Maitland Resume Examples & Samples

Able to prioritize problems and escalate appropriately to leadership
Minimum of 4 years experience as an Analyst or equivalent role
Healthcare Operations (Preferred)
Finance (Preferred)
Physician Office Practices (Preferred)
Information Technology (Preferred)
Clinical Operations (Preferred)
Medical Information (Preferred)
Experience in problem analysis and testing with an emphasis in healthcare and/or business applications. (Preferred)

Research Financial Analyst Resume Examples & Samples

Bachelor’s degree in Finance or Economics
MBA or MPA
Knowledge of procurement needs, including sole-sourcing, cost analyses, vendor requirements, and small business reporting
Strong knowledge of property management requirements related to Stanford or non-Stanford title of equipment and fabrications
Expert in project management, including managing international collaborations and complex multi-sub award contracts
Knowledge of personnel management, including proposing effort for and training and hiring of students, post-doctorals, academic appointments, regular staff, bargaining unit staff, and consultants, along with the circumstances appropriate for each type of position

Research Financial Analyst Resume Examples & Samples

Bachelor's degree in finance, accounting, economics, business or related area and five years’ experience in financial management, and/or equivalent combination of education/experience/training
Understand general fund accounting, purchasing, and budgeting, financial projection and business planning concepts
Excellent computer skills and facility with using MS Excel (sorting, pivot tables, filtering, basic formulas)
Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports
Independent judgment and strong organization and communication skills and customer service focus across broad and diverse subject areas
Previous working experience in an academic environment
Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment
Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc

Research Financial Analyst Resume Examples & Samples

Bachelor's degree in Finance or Government Accounting and six or more years related experience and / or equivalent experience / training
Extensive knowledge of program administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment
Demonstrated advanced knowledge of generally accepted accounting, fiscal and reporting principles
Ability to manage high volume and complex transactions
Independent judgment and strong organization and communication skills and customer service focus
Proven superior analytical, interpersonal, communication (verbal and written), organizational and problem solving skills
Experience with all types of award mechanisms, including grants, contracts, subcontracts, cooperative agreements

Research Financial Analyst Resume Examples & Samples

Excellent verbal and written communication skills; excellent problem solving skills; and office organization procedures; ability to communicate, interpret policy to others and apply instructions to assigned activities
Preferred grant accounts management experience and understanding of the effort reporting requirements of the Federal Government
Responsibilities
Administration of research awards granted to Principal Investigators (PIs), including monitoring for fiscal compliance and providing direct financial advisory services
Requires extensive collaboration with Office of Sponsored Research and Office of Grant and Contract Accounting staff as well as PI's
Manages regulatory compliance with items such as Comparative Medicine or Institutional Review Board
Two to three years' experience in some phase of administration of grant accounts and/or bookkeeping experience
Position requires knowledge of federal, state, and private reporting requirements, including but not limited to OMB circulars A-110, A-122, and A-133 (administrative and audit requirements for educational and non-profit institutions) as well as institutional guidelines