Immediate need for a talented Financial Analyst II. This is a 06 Months contract opportunity and is located in Owing Mills, MD(Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 26-01122
Pay Range: $35 - $40 hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes.
- Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems.
- Responsible for completing complex data analysis.
- Analyzes and interprets trends, provides root- cause analysis, and executes on recommendations.
- Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations.
- Works with groups inside and outside the firm to appropriately manage complex transactions.
- Directs escalations to more senior-level staff. Represents team in projects/ meetings with business partners and vendors.
- Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit.
- Responsible for ensuring adherence to quality review procedures in data analysis and reporting.
- Leads business unit-specific projects and participates in broad organizational initiatives.
- Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner.
- Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports.
Key Requirements and Technology Experience:
- Key skills: Financial Trading, Cash Management, Transfer agent systems, Reporting
- Strong Analytical skills
- Technical skills – Knowledge of Transfer Agent systems (i.e. DST Systems, AWD Chorus, Same Day Cash Management)
- Advanced Excel skills, SQL, and Power Bi experience preferred
- Ability to manage competing priorities and deadlines
- Strong attention to detail
- Ability to collaborate in a team environment and build strong relationships
- Adept at managing complex issues, identifying alternative solutions and recommendation
- Strong critical thinking and communication skills
- Strong escalation skills and ability to work under pressure
- Independent thinking and problem solving
- Investment product knowledge
- Process mapping
- Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
- 2-4 years financial and/or accounting experience required.
Our client is a leading Investment Management Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
Never miss an opportunity! Create an alert based on the job you applied for.
