Rate analyst vs investment banking analyst

Differences between rate analyst and investment banking analyst duties and responsibilities

Rate analyst example responsibilities.

• Manage rate case vendor RFP development and selection process, including selection criteria, scoring and evaluation.
• Manage project team meetings using SharePoint calendars.
• Analyze energy-restructuring initiatives, rate design and retail electricity tariffs.
• Monitor rating surveillance process for existing rate securitizations back by residential mortgage loans, asset-backed securities and other structure finance assets.
• Debug rating procedures and algorithms in SQL when rating issues arises.
• Create SAS reports on HMO experience for claims monitoring and pricing decisions.
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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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