Financial Analyst

2 days ago


Baltimore, United States JobRialto Full time
Job Summary:

The Financial Analyst will be responsible for producing daily profit and loss (P&L) and management reports for the Institutional Equity Division (IED) within the firm. This role involves reconciling the Business Unit's estimated P&L against the firm's subledger P&L, providing detailed commentary on revenue drivers, and gaining exposure to the products and strategies used by the business. The analyst will also develop a deep understanding of both Finance and Risk System data flows.

Key Responsibilities:
  • P&L Reporting: Produce daily profit and loss (P&L) and management reporting for the Institutional Equity Division (IED).
  • P&L Reconciliation: Reconcile the Business Unit's estimated P&L with the firm's subledger P&L to ensure accuracy and consistency.
  • Attribution Analysis: Substantiate Greek-based attribution and provide detailed commentary on revenue drivers.
  • Business Strategy Exposure: Gain exposure to the products and strategies used by the business, contributing to a comprehensive understanding of the financial landscape.
  • Data Flow Understanding: Develop an understanding of both Finance and Risk System data flows to better support business decisions.
  • Stakeholder Communication: Effectively communicate findings and insights to stakeholders across all levels of the organization.
Required Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 1-3 years of experience in Financial Services or a similar field.
  • Basic understanding of financial products and markets.
  • Above-average proficiency in Microsoft Excel, including advanced functions (pivot tables, VLOOKUP, etc.).
  • Strong attention to detail and accuracy in handling financial data.
  • Excellent communication skills, with the ability to clearly explain complex concepts to stakeholders at all levels.
Preferred Qualifications:
  • Experience with process optimization and digital tools such as Alteryx and Tableau.
  • Familiarity with financial and risk management systems.
Soft Skills:
  • Analytical mindset with the ability to interpret and explain financial data.
  • Strong problem-solving abilities and a proactive approach to addressing challenges.
  • Ability to work in a fast-paced environment and manage multiple tasks with competing deadlines.
  • Strong organizational skills and attention to detail.
Education:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.


Location-

1300 Thames Street

Harbor Point Phase I

Baltimore

MD

USA

21230

Education: Bachelors Degree

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