Investment Reporting Analyst

Title: Investment Reporting Analyst

Location: Hamilton OR Jersey City ,NJ
Position Type: Contract

Compensation
Pay Range:$36.75-$52.50 Per Hr

Job Description:
This position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders. 
The role is based in Hamilton, OR or Jersey City, NJ, and requires hybrid work. 
The candidate will work with generic financial technologies to enhance platform capabilities and support field operations.

Key Responsibilities
Interpret client financial data, model scenarios, and assist in delivering financial planning and analysis.
Create and improve operational workflows for technology and process management.
Develop training materials to educate advisors on planning, analysis, and projections.
Assess the accuracy of models and reporting, identifying trends and opportunities for improvement.
Serve as a liaison between field teams and vendor support to resolve data-related issues.

Qualifications
BA/BS degree in Finance, Mathematics, or related field; relevant experience is welcome.
Experience with financial planning and portfolio analytic software preferred.
Experience with asset allocation analysis, portfolio composition, and risk analysis preferred.
Strong communication skills to work cross-functionally across teams.
High attention to detail, ensuring data and reporting accuracy.

Core Technologies
Financial Planning Software | Portfolio Analytics Software | Data Analysis Tools

Contact Information
Vibha Malik,

Onboarding Expectations
Learn more about our Onboarding Process here  

EEO Statement
Learn more about our EEO policy here  


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