Joan Alexandre
Due Diligence Analyst at Kestra Financial
- Role
- Due Diligence Analyst at Kestra Financial
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Due Diligence Analyst
Oct 2020 — Present
Conducts research and analysis of various investment products, including annuities and securities-related insurance.
Education
Georgetown University
Bachelor of Science (B.S.), Foreign Languages, Literatures, and Linguistics
Creighton University
Master's degree, Investment Management and Financial Analysis
2014 — 2016
Skills
- Strategic Planning
- Cross-Functional Team Leadership
- Investment Manager Due Diligence
- Market Research
- Financial Planning
- Generally Accepted Accounting Principles (Gaap)
- Financial Analysis
- Analysis
- Forecasting
- Fair Value Measurement
- Due Diligence
- Change Management
- Amortizing Asset Accounting
- Investor Relations
- Investment Strategies
- Alternative Investments
- International Financial Reporting Standards (Ifrs)
- Regulatory Guidance & Reporting
- Microsoft Word
- Team Leadership
- Corporate Finance
- Social Media
- Investments
- Equities
- Financial Reporting
- Technical Writing
- Management
- Team Building
- Leadership
- Asset Valuation
- Mentoring
- Marketing
- Financial Statement Analysis
- Microsoft Powerpoint
- Financial Advisory
- Customer Relationship Management (Crm)
- Financial Market Research
- Financial Modeling
- Quantitative Analytics
- Sales Operations
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