Ella Smith Email & Phone Number

217 W Myrtle St, Independence, Ks 67301

A private financial management company is a provider of personal financial management services, offering professional financial planning and investment advice to help clients achieve their financial goals. Personalized financial planning and investment solutions are tailored to clients' financial situation and goals. Professionalism and rich experience can provide customers with professional investment advice and risk management strategies. Risk avoidance and property protection. Risk appetite… Show more A private financial management company is a provider of personal financial management services, offering professional financial planning and investment advice to help clients achieve their financial goals. Personalized financial planning and investment solutions are tailored to clients' financial situation and goals. Professionalism and rich experience can provide customers with professional investment advice and risk management strategies. Risk avoidance and property protection. Risk appetite and return objectives, diversified allocation and dynamic adjustment of investment portfolios. Provide reports and performance evaluation of the investment portfolio to help clients understand the investment situation and return status. Make choices based on their own needs and abilities. Show less

D:2 65/10, 38039

The analysis of a business, project, or investment using financial indicators and methods such as profitability, solvency, liquidity, stability, growth history and prospects, and peer comparisons. Financial analysts often work with components or theories including: financial statements, financial ratios, fundamental analysis, technical analysis, capital leverage, credit risk, financial management, investment management, and price-earnings ratios.

D:2 65/10, 38039

My current workplace is a securities firm, observing macroeconomic trends, commercial banks, insurance companies, and investment institutions. Their duties are to cultivate professional institutional investors, to manage open-end funds and the establishment and operation of the GEM market, to manage insurance funds and pension funds, to operate commercial banks' demutualization and asset securitization, to analyze stock indices and futures, and to manage risk funds.Generally, the company… Show more My current workplace is a securities firm, observing macroeconomic trends, commercial banks, insurance companies, and investment institutions. Their duties are to cultivate professional institutional investors, to manage open-end funds and the establishment and operation of the GEM market, to manage insurance funds and pension funds, to operate commercial banks' demutualization and asset securitization, to analyze stock indices and futures, and to manage risk funds.Generally, the company collects information on the research object, analyzes and researches its products, and provides analytical research and investment value reports; tracks changes in the research object, dynamically judges the changes in the investment value of the research object in a timely manner, makes analysis of the expected return and risk of investment, and adjusts the recommendations on investment operations; designs, negotiates, contracts for the issuance of and maintains a variety of publicly offered financial products; develops new clients and keeps in touch with old clients through a variety of liaison methods. Develop new customers through various contact methods and keep in touch with old customers; be responsible for completing orders for opening accounts for financial products and answering customers' questions; provide timely feedback to customers and grasp market trends. Show less

D:2 65/10, 38039

1.Help financial analysts to maintain daily data follow-up.2.Reading of financial reports.3.Information reading of current news.4.Able to independently complete the work of collecting information requested by analysts, etc.5.Proficiency in Office software and other routine tools.6.Daily transactional work.7.Able to work in the field of financial analysts.8.Able to work in the field of financial analysts.9.Able to work in the field of financial analysts.

D:2 65/10, 38039

1: Conduct data analysis, collect and organize financial market related data to provide support for business decisions.2: Market research work, assist staff to carry out market research, planning and promotion activities to improve the company's brand awareness and market share.3: Investment analysis work, assist staff to conduct research and evaluation of investment targets.4: Handling daily business, such as handling transfers, deposits and withdrawals.5: Risk management work,… Show more 1: Conduct data analysis, collect and organize financial market related data to provide support for business decisions.2: Market research work, assist staff to carry out market research, planning and promotion activities to improve the company's brand awareness and market share.3: Investment analysis work, assist staff to conduct research and evaluation of investment targets.4: Handling daily business, such as handling transfers, deposits and withdrawals.5: Risk management work, assisting staff in risk assessment and control.6：Participate in project management work, assist staff in project planning, progress control and cost management.7: Assist staff in daily administrative work, such as document organization, meeting arrangement, and reception of visitors. Show less

Pursuing The Cfa Financial Certificate, Finance Faculty

Activities and Societies: Dance, Volleyball, and Financial Analysis Teamwork Playing to their strengths and showing the beauty and power.

Bachelor Of Business Administration - Bba, Asset Management