Financial Modeling and Reporting Specialist

3 weeks ago


Providence, Rhode Island, United States Analytic Recruiting Full time

Job Title: Financial Modeling and Reporting Specialist


We are seeking a skilled Financial Modeling and Reporting Specialist to join our team at Analytic Recruiting. This role will involve creating detailed financial models and reports to help our clients make informed investment decisions.


Responsibilities:



  • Develop and maintain complex financial models to analyze investment performance.
  • Create detailed reports to present financial data to clients.
  • Work closely with investment teams to understand client needs and preferences.
  • Collaborate with data analysts to ensure accurate and timely financial data.
  • Stay up-to-date with industry trends and best practices in financial modeling and reporting.

Requirements:



  • 3+ years of experience in financial modeling and reporting.
  • Strong skills in financial analysis and data interpretation.
  • Excellent communication and presentation skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Deep understanding of financial markets and instruments.
  • Experience with financial software and tools, such as Excel and SQL.

Preferred Qualifications:



  • Master's degree in finance or a related field.
  • CFA or CAIA designation.
  • Experience in portfolio management or investment analysis.
  • Strong knowledge of financial regulations and compliance.

Keywords: Financial Modeling, Reporting, Investment Analysis, Portfolio Management, Financial Markets.



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