Financial Analyst
2 days ago
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.
- 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.
- Experience with process optimization and digital tools such as Alteryx and Tableau.
- Familiarity with financial and risk management systems.
- 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.
- 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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