Financial Operations & Analysis Co Op
About The Position
The Co-op will focus on responsibilities within the Financial Operations and Analysis group which focuses on providing revenue reporting and analyses to senior management across the firm. Responsibilities include summarizing and analyzing asset & revenue trends by Product, Client, Investment Style, Team, Portfolio Manager, etc. These responsibilities involve maintaining and updating relational databases and using spreadsheets to create models, analyze the data, and design ways to present it efficiently. The Co-op will assist in providing supplemental reporting to various departments including the Client Group, Global Accounting, Financial Planning, Product Management, Investment Research, and Portfolio Management. The Co-op will be involved in various ad hoc projects and analyses that will be leveraged by senior management.
Requirements
- Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus)
- Quick learner with the drive to learn as much as possible about the asset management business
- Strong organizational and time management skills and attention to detail
- Ability to multi-task and work in a challenging fast paced environment
- Excellent written and verbal communication skills and a sense of humor
- Maturity, professionalism, and a high level of discretion are required
- Only Northeastern University students are eligible for this program.
Nice To Haves
- Python experience is a plus
Responsibilities
- Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm
- Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python
- Help produce portfolio manager reporting by various attributes including AUM & Revenue
- Use technology to create efficiencies across FP&A
- Respond to ad hoc projects and requests from various groups
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
