John Wessel

Portfolio Implementation and Compliance Analyst

Role
Portfolio Implementation and Compliance, Senior Analyst at Capital Group
Location
Los Angeles, CA, US
LinkedIn followers
500 followers

Experience

  1. Portfolio Implementation and Compliance, Senior Analyst

    Capital Group

    Oct 2022 — Present

Education

  • California State University, Fullerton

    Bachelor of Arts (BA), Economics

    2009 — 2011

  • California State University, Fullerton

    Bachelor of Arts (BA), Business Administration: Finance

    2009 — 2011

Skills

  • Ms Excel Pivot Tables
  • Microsoft Excel
  • Powerpoint
  • Portfolio Management
  • Customer Service
  • Technical Analysis
  • Financial Statement Analysis
  • Microsoft Office
  • Sales
  • Fixed Income
  • Investment Management
  • Investments
  • Data Analysis
  • Us Gaap
  • Microsoft Word
  • Professional Ethics
  • Analysis
  • Ifrs
  • Ms Excel Macros (Vba)
  • Equity Valuation
  • Financial Modeling
  • Mutual Funds
  • Sql
  • Quantitative Finance
  • Financial Analysis
  • Finance

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John Wessel — Portfolio Implementation and Compliance, Senior Analyst at Capital Group in Los Angeles, CA, US | Unifers