Carex is partnering with a Financial industry partner to find a Junior Financial Analyst. This role is responsible for supporting the gathering, analysis, and reporting of investment data. The position also assists in maintaining system accuracy, ensuring portfolio compliance, and facilitating trade settlements.
What You’ll Do:
- Collect, analyze, and report investment data from various sources.
- Maintain the accuracy and integrity of investment-related applications, systems, and databases.
- Calculate and analyze investment performance and forecast investment income.
- Reconcile data from multiple sources and resolve discrepancies.
- Model securities or other financial information for analysis.
- Monitor investment portfolio compliance and trade settlement processes.
- Execute the month-end closing process related to investment data.
- Research and resolve complex issues involving security transactions and processes.
- Generate ad-hoc reports based on specific data needs.
- Independently solve routine problems and collaborate on more complex issues with guidance.
- Create new reports and enhance existing reporting capabilities.
What You’ll Bring:
- Strong analytical and problem-solving skills.
- Familiarity with investment processes, financial data, and systems management.
- Ability to manage multiple tasks with attention to detail and accuracy.
- Proficiency in financial analysis tools and reporting software.
- Experience working in a Microsoft 365 environment.
- Nice to have: Background with Bloomberg Software or other investment management systems.
- Effective communication skills for collaborating across teams.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.
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