Junior Analyst
1 month ago
ENTRY LEVEL - FINANCIAL SERVICES
My client, an asset manager, is looking for a Junior Analyst to join their team.
Responsibilities
- Maintaining knowledge of fund products and industry trends
- Aid in documentation of departmental workflows and processes
- Participate in departmental project support work
- Prepare the monthly, quarterly and annual audit reports
- Provide accurate and timely information to support communication with the shareholder base
- Support daily operations by providing accurate reviews of the department reports daily
Qualifications
- Bachelor’s degree
- 1+ years of financial services industry experience (preferred but not required)
- Obtain the following: FINRA Series 6 within six months of hire and Series 63 within ten months of hire
Knowledge/Skills Required
- Understanding of mutual funds, FINRA /SEC regulations and guidelines, retirement plan processes, etc.
- Ability to work in a fast-paced environment and shift focus depending on the needs of the team
- Strong technical skills in Microsoft Office
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