Entry Level Financial Analyst

3 weeks ago

Dallas, United States Momentum Resource Solutions Full time
Job DescriptionJob Description

Our client, a multinational investment firm, is searching for an Entry Level Financial Analyst. This is a contract role, where employees are required to be onsite full-time. The full job description is as follows:

 

Job Type: 6+ month contract renewable

Location: Dallas, TX

 

YOUR IMPACT:

RIA Custody Broker Operations is seeking a highly motivated individual with excellent teamwork, organizational, technical, communication and risk management skills. The ideal candidate should have a strong interest in financial markets and products and be able to operate effectively in a challenging and fast-paced environment. You will partner with the business and federation in order to facilitate business growth with a key focus on the risk and control around RIA initiated investment products.

 

OUR IMPACT:

RIA Custody is a new and growing area of the firm that provides a powerful platform for registered investment advisors to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

Our operations team provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

 

THE JOB – WHAT YOU WILL DO:

  • Gain a comprehensive understanding of the trade lifecycle and process flows of RIA initiated investment products: equities, fixed income, mutual funds, retirement products, etc.
  • Partner with a teams of brokerage, execution and servicing experts to deliver top notch client service while ensuring exposure risks are appropriately mitigated.
  • Showcase your attention to detail and ability to manage several tasks at once.
  • Identify processes and controls improvement by leveraging constant evolving tools that can be used to build scalability without introducing new risks.

 

Skills

  • Bachelor’s degree
  • Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.
  • Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience.
  • Self-motivated and proactive team player who takes ownership and accountability, has strong organizational skills as well as the ability to effectively manage competing priorities.
  • Flexible and able to work well under pressure in a team environment.

 

PREFERRED QUALIFICATIONS

  • Prior experience in banking, custody and clearing or similar environment.
  • Familiarity with asset servicing, portfolio management and/or clearing operations.
  • Operational knowledge of the custody and clearing business model and supported products, process flows, vendors, etc.

  • Entry Level Business Analyst

    2 weeks ago

    Dallas, Texas, United States rootliquids Full time

    Job Description We are looking for Entry  Level Business Analyst Responsibilities: Work with our business operations team to identify success factors in new and continuing business intelligence initiatives Apply strong analytical reasoning to understand end user requirements and transform them into operational reporting and application Provide support...

  • Financial Reporting Analyst

    1 month ago

    Dallas, United States MUFG Full time

    Dallas, TX Financial Reporting Analyst Fully remote or hybrid in Dallas, Texas This entry-level position will have the primary responsibility of analyzing the quarterly financial statements of private equity partnership investments and recording/reconciling the transactions in the investment accounting system. In addition, the financial reporting...

  • Private Asset Analyst Intern

    2 days ago

    Dallas, United States LP Analyst Full time

    Job DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision making intelligence into the hands of today’s...

  • Entry Level Data Analyst

    1 month ago

    Dallas, United States Asta CRS Full time

    We are looking to hire Entry Level Data Analysts. This is a great opportunity for a recent college graduate with a business or STEM degree and a strong analytical mindset.Kindly apply only if you meet the below criteriaImportant Requirements - Willing to RELOCATE as we have opportunities nationwide .Responsibilities - Communication with development team...

  • Private Equity Analytics Senior Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly...

  • Entry Level Data Analyst

    1 month ago

    Dallas, Texas, United States Asta CRS Full time

    We are looking to hire Entry Level Data Analysts. This is a great opportunity for a recent college graduate with a business or STEM degree and a strong analytical mindset.Kindly apply only if you meet the below criteriaImportant Requirements Willing to RELOCATE as we have opportunities nationwide .Responsibilities Communication with development team and...

  • Investment Associate/Analyst

    2 weeks ago

    Dallas, United States USI Insurance Services Full time

    Investment Associate/Analyst - Entry Level/ Experienced Founded in 2011, RWR Investments is a private investment firm and the management company for a Dallas-based family office. Our team sources, diligences, and manages investments on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions. Our goal is to compound...

  • Private Equity Analytics Senior Analyst

    3 days ago

    Dallas, United States LP Analyst Full time

    Job DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...

  • Private Equity Analytics Senior Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analytics Senior Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analytics Senior Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Job DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...

  • Private Equity Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    2 days ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Entry Level Financial Advisor

    1 week ago

    Dallas, United States New York Life DFW Full time

    Description We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor. This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more. The successful candidate will provide advice and guidance to customers regarding investments, retirement...

  • Entry-Level Financial Professional

    10 hours ago

    Dallas, United States New York Life Full time

    DescriptionOur mission at New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are...

  • Junior Financial Analyst

    2 weeks ago

    Dallas, United States The LaSalle Group Full time

    Are you ready to start your corporate finance career at a growing organization? LaSalle Network has partnered with an advertising agency in Highland Park, TX in their search for a Junior Financial Analyst to join their team. This company prides itself on growing from the ground up and investing in the training of new hires. The available growth opportunities...

  • Entry Level Business Analyst

    4 weeks ago

    Dallas, United States rootliquids Full time

    Job DescriptionJob DescriptionCompany DescriptionRoot liquids software’s is a web and mobile application development company. Our purpose is to help businesses and professionals excel in the technology environment through strategic, efficient and effective solutions catering to their unique needs. We provide professional development and consulting services...

  • Financial Advisor

    7 days ago

    Dallas, United States Magellan Financial Inc Full time

    3 days ago Be among the first 25 applicants Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $60,000.00/yr - $90,000.00/yr Direct message the job poster...