Job Description

Job Description

Job Description

We are looking for an entry-level Financial Analyst to join our dynamic team in Stamford, Connecticut. This 4-6month+ contract position is ideal for someone eager to build a career in financial services, offering a hybrid work arrangement after the initial training period. As part of a collaborative team, you will play a crucial role in ensuring the accuracy and quality of financial data and processes.

Essential Functions:

• Process and maintain accurate and current investment, product, and industry data in databases and applications like Tableau, SharePoint, and SQL.
• Generate and distribute reports, charts, and data extracts.
• Verify the accuracy of product and investment data in deliverables such as prospectuses and marketing materials.
• Support responses to requests for investment and portfolio-related data.

Knowledge, Skills, and Experience:

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Understanding of the investment management business.
• Advanced technical skills, with a strong focus on Excel.
• Familiarity with SQL or data management software is preferred.
• Strong analytical skills with the ability to identify problems, collect data, and propose solutions.
• Detail-oriented with excellent organizational and planning abilities.
• Effective communication skills and the ability to work productively in both in-office and remote settings.
• Experience with investment-related tools such as Morningstar Direct or eVestment is a plus.
• Knowledge of mutual funds, SMAs, and alternative investments is an advantage.
• 1-2 years of work experience is preferred.

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