Richard D

Financial Analyst

JPMorgan Chase & Co. • Período integral

Jun 2022 - Present • 3 yrs 11 mos

Assess financial statements, market reports, and investment analyses for accuracy, relevance, and regulatory compliance. Develop challenging questions on corporate finance, risk management, and investment strategies to aid internal training and client advisory. Evaluate and rank financial models and forecasts, providing structured feedback to enhance accuracy and depth. Review economic and finance literature to ensure validity and real-world applicability, contributing to high-quality deliverables.

Associate Financial Analyst / Investment Analyst

Bank of America • Período integral

Jan 2021 - May 2022 • 1 yr 4 mos

Evaluated financial advisory content and economic forecasts, ensuring quality and relevance by applying advanced accounting and finance knowledge. Developed and addressed targeted financial inquiries to enhance internal processes, train junior staff, and aid investment and risk decision-making. Assessed and ranked response options and analyses for precision and practical value, contributing to improved quality in financial services outputs.

Junior Financial Analyst

Goldman Sachs • Período integral

Aug 2015 - Dec 2020 • 5 yrs 4 mos

Reviewed and assessed the accuracy of market data, financial models, and written reports within investment banking contexts. Assisted in the development of scenario-based questions on finance topics, such as valuation, mergers, and capital markets, for team exercises and client preparations. Evaluated and critiqued internal analyses and responses for relevance and factual integrity under senior guidance.