Funding analyst vs investment banking analyst

Differences between funding analyst and investment banking analyst duties and responsibilities

Funding analyst example responsibilities.

• Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
• Create PowerPoint presentations for the partners to present to their clients.
• Maintain positive relationships with mortgage closers and treasury to ensure accurate and timely wire transfers for brokers.
• Conduct historical performance analysis of private securities hold in the hedge fund with statistical and economical models.
• Update applicable assets and liability accounts and followed-up on past due dividends, interest receivables and unsettle securities transactions.
• Analyze office administration support for analysts supporting DOD projects to identify efficiency opportunities to prototype and write report of analysis findings.
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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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