Finance Specialist with CFA

Overview

Remote
Depends on Experience
Contract - W2
Contract - 12 Month(s)

Skills

Financial Analysis
CFA
Asset Management/Equity Research/Investment Banking

Job Details

Hi, this is Srikanth from Reliable Software. We have an opportunity with one of our direct clients, and I'd like to share the details with you. Please review the information below and let me know if you're interested. Kindly share your updated resume if you'd like to be considered.

Job Title: Finance Specialist with CFA

Location: Remote Time zone- PST timings

Skillset Requirements:

Mandatory : CFA, Asset Management, Equity Research, Investment Banking, Private Equity, Ambiguity Tolerance / Clarification Seeking, Contradiction Detection, Scenario Sensitivity Analysis (Any 2 skills is must here)

Mandatory:

  • Strong background in Finance

Preferred:

  • Prior experience in writing or data labelling projects
  • Familiarity with financial document interpretation and analytical tasks

Legal Skill Set:

  • Strong experience in legal research, document review, and drafting
  • Familiarity with legal terminology and standard documentation formats
  • Knowledge of various legal domains, including intellectual property, litigation, contracts, and
  • estate planning
  • Ability to interpret and analyze legal documents such as court filings, contracts, agreements,
  • wills, and powers of attorney
  • Exposure to working with legal forms and supporting deposition preparation
  • Attention to detail and understanding of compliance and regulatory requirements

Financial Skill Set:

  • Solid background in finance, economics, or accounting
  • Proven experience in financial analysis, market research, and reporting
  • Ability to interpret financial documents and synthesize insights
  • Proficiency in drafting financial content, including reports and summaries
  • Familiarity with tools and frameworks used by financial institutions such as Moody s or Thomson
  • Reuters
  • Analytical mindset with strong attention to numerical accuracy and data interpretation.

Educational Qualifications:

  • Required - Bachelor s degree in Computer Science, Information Technology, Computer Engineering or closely related or equivalent.
  • Preferred - Master s degree in Management Information Systems (MIS), Computer Science, Big Data or Analytics or equivalent.

Travel:

  • Open to travel based-up on the nature of the engagement.

Thanks & Regards

Srikanth Donkani

Lead Talent Acquisition Specialist

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2260 Haggerty Road, Suite 285 Northville, MI 48167

Equal Employment Opportunity

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Employment decisions are based solely on qualifications, merit and business needs.

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