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CFA Investment Analyst & Accountant Candidate

Seeking Titles: Analyst, Associate, Investment Accountant, Accounting Manager, Controller, Wealth Management Advisor, Investment Analyst

1. Solid knowledge in Valuation, Pricing and Risk Management
2. Great Financial Analysis and Valuation Skills. Experienced at building DCF and Multiple Company Valuation Models using Excel
3. 5 years of experience in the financial services industry
4. Gained valuable experience analyzing financial statements
5. Strong in reviewing financials, preparing strategy and financial planning for potential clients
6. Worked as a senior fund accountant on the fund administration side, building relationships with Private Equity & Hedge Funds clients
7. Assisting in the review of capital calls and investor statements for several private equity clients
8. Worked with various investment products including equities, bonds, swaps, options, FX, mortgages, financing, and futures
9. Technically proficient in Microsoft Office and basic computer functions
10. Wide-ranging financial knowledge and ability to learn quickly
11. Double Degree (Academic Achievements)
12. 5 years of experience

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CFA Confidential Candidate 201216