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Senior Financial
3 weeks ago
Wellesley, Massachusetts, United States Babson College Full timeThe Senior Financial & Budget Analyst is responsible for performing highly complex data analysis work. Specifically responsible for assisting in planning and development, presentation, and implementation of the preliminary general budget; conducting qualitative and quantitative financial research to support decision-making and budget development for the...
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BSA Compliance Support Officer
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Assistant BSA Officer
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Wellesley Hills, United States Needham Bank Full timeJob DescriptionJob DescriptionUnder the direction of the BSA Officer, the incumbent is responsible for assisting in the operational oversight and development of team members, building strong business relationships with management across the company, as well as driving the implementation and administration of the Bank Secrecy Act Compliance Program. ESSENTIAL...
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Financial Analyst
2 months ago
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:
- 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)
- Familiarity with diverse asset classes (Equity/Fixed Income/FX/Derivatives (Cleared/Bilateral) & Cash
- Facilitate technology projects from start to finish, including gathering/documenting requirements, communicating with development team, and overseeing/assisting with testing, implementation, and ongoing maintenance.
- Ability to quickly learn and map business process to systems & capabilities.
- Perform business analysis activities such as requirements gathering, detailed data analysis, data mapping and testing while collaborating with business teams.
- Participate in daily stand-ups and scrum sessions with the development teams.
Financial Analyst Preferred Skills/ Experience:
- Oracle/SQL Skills
- Experience with client onboarding projects for Investment Operations outsourcing.
- Strong understanding of end-to-end Investment operations workflows and functions is desirable.
- 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.