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Financial Analyst

2 months ago

Wellesley, United States IntePros Full time

ntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Financial Analyst for a critical engagement in Wellesley, MA.


Financial Analyst role:

Qualified candidate may perform any of the following functions: support for client implementation programs related to Middle Office outsourcing, including cash reconciliation, portfolio accounting, trade support, corporate actions,, develop and maintain project documents and/or product documentation related to these programs and complete research and analysis for management. Duties may also include: process analysis, creation and maintenance of documentation, continuous implementation planning statistics, and operations planning process, as well as any ad-hoc analyses. Bachelor's degree in related field and a minimum of 3=5 years experience required.


Financial Analyst (Middle Office Investment Data Analyst)


Financial Analyst Required Skills/Experience:

  1. Past working experience in Investment Operations domain. Should be proficient in at least one Investment Operations domain (Data management, Trade management, Derivatives, IBOR, Data Delivery/Reporting)
  2. Familiarity with diverse asset classes (Equity/Fixed Income/FX/Derivatives (Cleared/Bilateral) & Cash
  3. Facilitate technology projects from start to finish, including gathering/documenting requirements, communicating with development team, and overseeing/assisting with testing, implementation, and ongoing maintenance.
  4. Ability to quickly learn and map business process to systems & capabilities.
  5. Perform business analysis activities such as requirements gathering, detailed data analysis, data mapping and testing while collaborating with business teams.
  6. Participate in daily stand-ups and scrum sessions with the development teams.

Financial Analyst Preferred Skills/ Experience:

  1. Oracle/SQL Skills
  2. Experience with client onboarding projects for Investment Operations outsourcing.
  3. Strong understanding of end-to-end Investment operations workflows and functions is desirable.
  4. Exposure to Eagle and/or Eagle Data integration is a plus.

Education Requirement:

Bachelor's degree in finance/business management/technology or a related discipline, or equivalent work experience required.