Junior Analyst
4 weeks 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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