Financial Analyst

the Client•Owings Mills, MD

11h•Hybrid

About The Position

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Requirements

Bachelor's degree in accounting or related financial discipline required
2–4 years of financial and/or accounting experience required
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

Advanced degree in a financial discipline preferred
Knowledge of Transfer Agent systems (i.e. DST Systems, AWD Chorus, Same Day Cash Management)
Advanced Excel skills, SQL, and Power BI experience preferred
Ability to manage competing priorities and deadlines
Strong attention to detail
Ability to collaborate in a team environment and build strong relationships
Adept at managing complex issues, identifying alternative solutions and recommendations
Strong critical thinking and communication skills
Strong escalation skills and ability to work under pressure
Independent thinking and problem solving
Investment product knowledge
Process mapping

Responsibilities

Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes.
Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems.
Responsible for completing complex data analysis.
Analyzes and interprets trends, provides root-cause analysis, and executes on recommendations.
Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations.
Works with groups inside and outside the firm to appropriately manage complex transactions.
Directs escalations to more senior-level staff.
Represents team in projects/meetings with business partners and vendors.
Analyzes processing inefficiencies and provides recommendations on areas of improvement.
Delivers actionable resolution support to assigned business unit.
Responsible for ensuring adherence to quality review procedures in data analysis and reporting.
Leads business unit-specific projects and participates in broad organizational initiatives.
Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner.
Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports.