Due Diligence Analyst
CurrentConducts research and analysis of various investment products, including annuities and securities-related insurance.
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@kestrafinancial.com
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Joan Alexandre is listed as Due Diligence Analyst at Kestra Financial at Kestra Financial, a company with 235 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at kestrafinancial.com and a matched LinkedIn profile for Joan Alexandre.
Joan Alexandre previously worked as Due Diligence Analyst at Kestra Financial and Investment Analyst at 1St Global. Joan Alexandre holds Bachelor Of Science (B.S.), Foreign Languages, Literatures, And Linguistics from Georgetown University.
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Joan Alexandre is a Due Diligence Analyst at Kestra Financial at Kestra Financial. They possess expertise in financial analysis, financial modeling, financial statement analysis, asset valuation, portfolio construction and 40 more skills. They is proficient in Spanish and French.
Listed skills include Financial Analysis, Financial Modeling, Financial Statement Analysis, Asset Valuation, and 41 others.
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Conducts research and analysis of various investment products, including annuities and securities-related insurance.
Dallas, Texas
- Understanding, documenting, and communicating (internally and externally) the qualitative underpinnings of an investment's risk-adjusted return process drivers for discretionary model portfolios-Monitor and conduct panoptic strategy reviews of current asset managers (equity, fixed income, real and multi-asset)-Craft enclopedic strategy evaluations.
Dallas/Fort Worth Area
Other employees you can reach at kestrafinancial.com. View company contacts for 235 employees →
Ramachandran Paramasivam
Colleague at Kestra Financial
Dripping Springs, Texas, United States, United States
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TS
Tricia Stringer
Colleague at Kestra Financial
San Marcos, Texas, United States, United States
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CW
Cynthia Walker
Colleague at Kestra Financial
Austin, Texas, United States, United States
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LT
Lee Temple Iii
Colleague at Kestra Financial
Austin, Texas, United States, United States
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DM
Daniel Makepeace
Colleague at Kestra Financial
Austin, Texas, United States, United States
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JM
Jared Meyers
Colleague at Kestra Financial
Austin, Texas, United States, United States
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SP
Saisudha Peramsetty
Colleague at Kestra Financial
Leander, Texas, United States, United States
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RR
Rainey Rogers
Colleague at Kestra Financial
Mckinney, Texas, United States, United States
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JL
Jordan Lafave
Colleague at Kestra Financial
Austin, Texas Metropolitan Area, United States
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KW
Kelly Wood
Colleague at Kestra Financial
Austin, Texas Metropolitan Area, United States
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Study of foreign languages with major concentration in French and minor in Spanish, completed while also pursuing a dual pre-medical.
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Joan Alexandre works for Kestra Financial.
Joan Alexandre is listed as Due Diligence Analyst at Kestra Financial at Kestra Financial.
AeroLeads has found 1 work email signal at @kestrafinancial.com for Joan Alexandre at Kestra Financial.
Joan Alexandre is based in Dallas-Fort Worth Metroplex, United States, United States while working with Kestra Financial.
Joan Alexandre has worked for Kestra Financial, 1St Global, Awall Consulting, Llc, and Ubs Wealth Management.
Joan Alexandre's colleagues at Kestra Financial include Ramachandran Paramasivam, Tricia Stringer, Cynthia Walker, Lee Temple Iii, and Daniel Makepeace.
You can use AeroLeads to view verified contact signals for Joan Alexandre at Kestra Financial, including work email, phone, and LinkedIn data when available.
Joan Alexandre holds Bachelor Of Science (B.S.), Foreign Languages, Literatures, And Linguistics from Georgetown University.
Joan Alexandre is listed with skills including Financial Analysis, Financial Modeling, Financial Statement Analysis, Asset Valuation, Portfolio Construction, Portfolio Monitoring And Results Attribution, Multi Asset Class Pricing And Valuation, and Investment Manager Due Diligence.
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