Robert Half Finance and Accounting is working with a local financial planning organization in their search for a Junior Analyst to report directly to the CIO. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans.
Additional duties include be responsible for?advising management on the allocation of resources to best accomplish objectives and preparing reports for management.?You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management.? The main responsibility of the role is to analyze various portfolios. This will likely include serving as the back-end research provided to the team of financial advisors and involves a balance of analytical work along with presentation and supporting of the findings. Their most desirable traits are as follows: ? Entry level/some experience desired ? Morningstar experience a huge plus ? Able to effectively create and defend arguments
Analyst Requirements ? BA/BS degree from a top-tier university with strong academic performance ? 1-3 years of experience ? Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role) ? Strong Communication and Interpersonal skills? ? Ability to simplify complex problems and build solutions? ? Strong Microsoft Excel and computer skills (prior experience programming a big plus) ? Able to build and deliver effective presentations to audiences with wide-ranging backgrounds ? Prepare Presentations
Employment Type: Full-time
Robert Half Finance & Accounting