Dealer analyst vs investment banking analyst

Differences between dealer analyst and investment banking analyst duties and responsibilities

Dealer analyst example responsibilities.

• Manage treasury workstation steering team for automation of core treasury operations for increase reliability of financial reporting and decision making.
• Process all dealer ACH updates and research with banking institutions to resolve any pending issues.
• Act as liaison between company and state Medicaid client representatives and work collaboratively to ensure timely settlement of disputes.
• Analyze office administration support for analysts supporting DOD projects to identify efficiency opportunities to prototype and write report of analysis findings.
• Create multiple custom SQL queries to resolve customer issues for entire unit.
• Develop algorithm and create SQL script to forecast intra-day cash deposit by analyzing historical data from multiple sources.
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Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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