Junior Financial Analyst

Pay Rate: $24hr w2Responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry. • Knowledge of portfolio performance or risk measurement statistics and tools. • Highly motivated professional with problem solving ability, and personal accountability. • Excellent and efficient communication (written and oral), and listening skills. • Solid understanding of investment vehicles. • Ability to learn quickly and apply knowledge to various situations. • Ability to multi-task, prioritize and excel in a fast-paced, deadline driven environment • Strong organizational skills, attention to detail, and excellent follow-up skills • Self-motivated with the ability to work autonomously and succeed in a team environment

Created: 2025-03-02