Sentences with phrase «performs portfolio analysis»
Process customer orders, prepare bank deposits and data entry for accounts, update and maintain database of over 1500 prospects and clients, perform portfolio analysis, cost basis for mutual funds, and cash flow analysis; process and pay incoming bills.
http://www.jeffthecareercoach.com/ Not exact matches
Mr. Bright joined the Firm in 2007 with primary responsibility in the investment management function, including sourcing and evaluating investment opportunities, interviewing general partners, performing financial analysis of portfolio investments, and monitoring existing investments.
When I perform semi-annual portfolio analysis I am so focused on looking for alligators I forget to look for opportunities.
After excluding portfolios managed by professional asset management firms, the authors perform content analysis on leader trading comments to measure the difference between first - person pronouns and third - person pronouns as indicators of self - enhancement and self - protection biases.
The fund's current portfolio managers, which also include Matthew Quinlan and Alex Peters, leverage the combined investment expertise of the more than 200 investment professionals in the Franklin Equity Group and the Franklin Templeton Fixed Income Group ®, who perform bottom - up analysis to identify attractive investment opportunities in their respective areas of research.
The Contribution Analysis Report in turn shows how each asset allocation has performed in comparison to the other asset allocations in the same portfolio.
Apart from portfolio overlap, can i perform some other analysis like country overlap, sector overlap.
Here is how such a portfolio, rebalanced quarterly (just like EQL), performed over the same analysis period:
In order to answer this question, I then performed exactly the same historical performance analyses to the ones described above, with the exception that instead of using the Vanguard Long - Term Treasury Fund for the fixed income portion of my portfolio, I employed the Vanguard Short - Term Federal Fund (ticker symbol: VSGBX), which exhibited a much more conservative increase in price over the 20 year period in question.
While Fund management attempts to buy deep value based on fundamental analysis and does not have any views as to how individual securities in the portfolio might perform in periods just ahead, TAVF is quite sensitive to how the overall portfolio performs.
I haven't done the analysis, but the prior assertions that IFT's portfolio could move into net cash generation in 2013 or 2014 doesn't make any sense to me — but you / everybody shd perform their own detailed analysis to examine likely scenario (s).
For instance, an analysis performed by Professor Burton Malkiel of Princeton University, found that, over 10 years, rebalanced portfolios can earn 1.47 % more per year on average compared to portfolios that are not rebalanced, and do so with less risk.
«We have done a lot of analysis, and we are very confident that a wide blend of alternatives will perform well in a rising interest rate environment,» said Ben Rotenberg, a portfolio manager specializing in alternative investments for Principal Funds.
This will guarantee that in the final analysis your best - performing stocks will make up a larger percentage of your portfolio than your poorer - performing ones.
As with other analyses of this type, using a different time period will yield different results, but in almost all cases, the two portfolios perform in a similar neck - and - neck fashion, with the 100 % stock Portfolio usually providing slightly better returns.
Some investors want to make their own investment decisions as to portfolio allocation but don't have the time or the ability to perform the analysis by themselves.
It is important to take these passing companies and, at a minimum, perform additional qualitative analysis to decide whether or not they are right for your portfolio.
So... you have two choices: a) never buy another equity ever again — I guess buy bonds instead, see how that works out..., or b) perform your research & analysis, play the risk: reward odds as best you can, create a diversified portfolio, and... enjoy!
Partner with GRID Alternatives to perform the technical analysis of your portfolio, which will provide the information needed to make an educated investment choice.
A number of analyses, meta - analyses, and assessments, including those performed by the Intergovernmental Panel on Climate Change, the National Oceanic and Atmospheric Administration, the National Renewable Energy Laboratory, and the International Energy Agency, have concluded that deployment of a diverse portfolio of clean energy technologies makes a transition to a low - carbon - emission energy system both more feasible and less costly than other pathways.
Kforce has a client in Jersey City, NJ that is seeking a Senior Accounting Analyst to perform the accounting and back office of its portfolio of transactions and the financial analysis of proposed transactions.
Excelling as a member of the Large Cap Growth team at Citigroup with $ 6.3 B funds under management; performing rigorous analysis to determine portfolio viability and rebalancing needs, creating detailed financial models with regional and product breakdowns, and tracking stock news within assigned sectors to assess short - and long - term impact on returns.
Sample resumes for Fixed Income Traders will include such skills as providing feedback, research and global news to the portfolio managers, and performing fundamental and industry analysis for corporate debt markets.
Conducted product demonstration of online services, performed navigation to trade confirms, market analysis, statements and portfolio analysis.
Usual activities seen on a Foreign Exchange Trader resume sample are trading currency, managing portfolios, identifying investment opportunities, tracking market trends, and performing technical analysis.
Data Design Corporation, Gaithersburg • MD 5/2002 — Present Director Finance & Administration Supported budget and performed financial analysis for portfolio of DOD contracts exceeding $ 20M.
Apply financial concepts to develop goals and objectives for assigned asset portfolios and perform financial analysis of portfolios using ROI, IRR and cash flow modeling.
As an independent financial analyst and portfolio manager I brought some very unique views to the way we perform finance and economic analysis.
Efficiently performed financial analysis and business segment reporting, developing recommendations and potential portfolio investment solutions based on analyses to senior management on direction of products and services.
Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner
Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and perfperform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and perfPerform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance
Professional Experience Insphere Insurance Solutions (Oakbrook, IL) 2005 — Present Insert Title • Market and sell varied insurance products to business owners and individuals • Perform benefit analysis to determine coverage amounts necessary to protect clients» health and assets • Product portfolios include Life, Accident, Long Term Care, and Health coverage • Carriers include United Health Care, Humana, Aetna, John Hancock, Genworth, and Chesapeake • Build and strengthen professional relationships with clients, carries, and community leaders
When purchasing an investment property, many first time investors don't take the time to correctly perform financial analysis on the deal and check that their chosen property is right for their portfolio.
At his previous firms, he performed credit analysis assisting loan officers with underwriting property and borrower information for loan submissions, serviced commercial loans providing assumptions and modifications for the commercial portfolio, worked out problem assets and provided asset reviews to classify loans in order to assess portfolio quality.
Even if some real estate managers are not actively performing the financial analysis and management of a portfolio of investment real estate, they must have a basic understanding of the impact that various decisions about a property have on the cash flow and value of a property.