Junior Analyst

3 weeks ago


Chicago, United States MindSpring Partners Full time

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

  • Bachelors 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

by Jobble


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