Entry Level Analyst

2 weeks ago


Dallas, United States Phyton Talent Advisors Full time

Our client, a Global Financial Services and Analytics Firm, is seeking a Entry Level Analyst in their Dallas, TX location:


Responsibilities:

  • Manage multiple client requests, while ensuring timely completion of all deliverables.
  • Evaluate scope of work/project plans and provide recommendations for process enhancements and improvements.
  • Manage relationships with cross-functional teams and third-party vendors.
  • Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered.
  • Identify and resolve gaps in processes and project execution.
  • Foster long-term relationships with existing clients, key business partners and other stakeholders.
  • Interpret financial and legal entity documentation from various domains and diverse sources.
  • Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements.
  • Navigate new requirements with clients to strategize and implement new workflows and processes.


What We’re Looking For:

  • 1-2 years of proven experience in a regulatory related field with previous process management experience.
  • Experience carrying out Due Diligence/KYC processes including onboarding.
  • Good working knowledge of US KYC regulations (FinCEN, etc.).
  • Familiarity with global KYC regulations and industry guidelines (preferred).
  • Ability to handle pressure and manage conflicting priorities.
  • Excellent analytical, project management and problem-solving skills.
  • Strong communication skills with exceptional presentation expertise.
  • Basic understanding of financial services firms and investment management operations.
  • Strong attention to detail and organizational skills with a focus on quality and process.
  • Must be able to work collaboratively with team members, both senior and junior.
  • Proficient in Microsoft Office Suite. Strong proficiency in Excel preferred.



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