Financial Analysis
Kalani King
Financial Analyst
Long Beach,CA
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
7
7
years of professional experience
9
9
years of post-secondary education
1
1
Certificate
2
2
Languages
Work History
Equity Research Analyst
Beach Investment Group
Long Beach, CA
06.2020 - 11.2021
- Engaged in econometric modeling, researched specific economic sectors & the study of corporate cultures & performance histories to inform excellent investment decisions, portfolio allocation and security selection.
- Analyzed information to determine viability and rebalance portfolio.
- Provided investors with detailed ratings based on overall earnings performance.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Enrollment Agent
Student Loan Service Center
, CA
08.2018 - 12.2019
- Enrolled qualified clients into federal student loan forgiveness programs
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Sr. Loan Advisor
Alumni Help Center
Irvine, CA
10.2016 - 05.2018
- Utilized firm’s CRM system to manage, track, and submit client loan documentation to Fed Loan Servicing, U.S. Dept. of Education.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Explained very technical financial information to applicants in easy to understand language.
Enrollment Agent
Liberty Student Relief
Anaheim
01.2014 - 12.2016
- Conducted financial screening and documentation gathering for clients to determine qualification for payment programs.
- Consolidated client’s various student loan debt into a single, affordable repayment schedule.
Education
Bachelor of Science degree - Finance
California State University - Fullerton
Fullerton, CA 01.2020 - Current
Associate of Science - Business Administration
Long Beach City College
Long Beach 08.2011 - 08.2018
Skills
Financial and operational reporting
Additional Information
- ALBEM Ever Succeeding Award at Alexander Hamilton Middle School for outstanding academic and athletic achievements in 2009.
- Jerry & Jetta Jacobs Memorial Scholarship at Long Beach City College for 3.0 GPA in 2013.
Affiliations
- Financial Management Association
- Food Not Bombs
- Operation Jump-Start
Certification
Bloomberg Market Concepts, Bloomberg LP - Indefinite
Interests
Technology Venture Capital
Investment Strategies
Portfolio Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
When something is important enough, you do it even if the odds are not in your favor.
Elon Musk
Timeline
Bloomberg Market Concepts, Bloomberg LP - Indefinite
06-2022
Equity Research Analyst
Beach Investment Group
06.2020 - 11.2021
Bachelor of Science degree - Finance
California State University - Fullerton
01.2020 - Current
Enrollment Agent
Student Loan Service Center
08.2018 - 12.2019
Sr. Loan Advisor
Alumni Help Center
10.2016 - 05.2018
Enrollment Agent
Liberty Student Relief
01.2014 - 12.2016
Associate of Science - Business Administration
Long Beach City College
08.2011 - 08.2018
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