Financial Analyst - Minneapolis, United States - BCFORWARD INDIA TECHNOLOGIES PRIVATE LIMITED

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    Full time
    Description
    *Job Title: Financial Analyst**Client Location: Minneapolis Minnesota 55402**Expected Duration: 8 Months contract.

    *Job Type: Hybrid

    *Pay Rate: $43.22/hr on W2**Job Description

    • Generate and analyze performance returns for accounts in the firm's performance measurement system, researching and resolving any
    * discrepancies that arise promptly

    • Set up and maintain new client accounts and benchmarks in the performance system.
    • Monitor and reconcile benchmark data information received from index providers, resolving any data problems, and manage internal.
    * benchmark records.

    • Use performance data from various systems to calculate, analyze and interpret data for the purpose of determining contributing factors to
    * performance results in comparison to benchmarks

    • Calculate and maintain performance composites in compliance with GIPS. Update and maintain necessary composite documents and
    * disclosures. Assist in maintaining firm's adherence to GIPS and maintaining GIPS verification records and other documents.

    • Complete internal/external client performance requests, support firm's RFP processes and produce performance related materials for
    * consultant databases

    • Conduct ongoing reporting or ad hoc reporting as needed at an excellent service level.
    • Demonstrate a basic understanding of the flow of firm's information to accounting and performance systems and use that knowledge to
    * troubleshoot problems.

    • Contribute ideas for and assist in the implementation of improvements to efficiency, accuracy, and controls in relation to assigned work,
    * projects or other process enhancement

    *Basic Qualifications
    • Bachelor's degree, or equivalent work experience
    *Preferred Qualifications:

    • Three to five years of experience in operations/technology project management activities Preferred Qualifications:
    • College degree required (mathematics/statistics, finance, or equivalent field preferred)
    • Five plus years of related experience
    • A solid, detailed understanding of performance and attribution calculations and methodologies
    • Understand investment concepts, portfolio accounting, security types, accruals and how transactions affect performance.
    • Proficient computer skills, especially MS Excel, MS Word & MS Access applications
    • Strong analytical, problem-solving, and organizational abilities
    • Ability to collaborate with other team members yet be comfortable running detailed scheduled or ad-hoc reports independently; manage.
    * multiple tasks at the same time.

    • Self-directed with a willingness to learn and follow-through projects to completion
    *Additional Preferred Skills:
    • Experience with trust and fiduciary systems, operations and investment systems
    • Working toward CIPM and/or CFA
    • Experience in database analytics, data mining and data manipulation to produce accurate, high-quality work; attentive to details
    • Knowledge of SS&C Sylvan and SS&C PORTIA strongly preferred, prior experience with Clearwater, FactSet and Bloomberg

    Job Types:
    Full-time, Contract


    Pay:
    $ $43.22 per hour


    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Minneapolis, MN 55402: Relocate before starting work (Required)

    Work Location:
    In person