Financial Analyst - Minneapolis, United States - Russell Tobin

Description

What are we looking for in our Financial Analyst?Pride Global/Russell Tobin & Associates is seeking a Financial Analyst to work for one of our top clients in Minneapolis, MN (On-site)

Apply today for considerationJob Title:

Financial AnalystPay Rate:
$40/hr


to $43/hr DOELocation:

Minneapolis, MN 55402Duration:
Till Dec 31, 2024, with possibility of extension.

DescriptionProvides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.

Develops and maintains spreadsheets and statistical models for financial analysis.
Prepares a variety of management presentations.
Researches and resolves problems and errors in data from financial reporting systems.
May provide assistance in the development of financial applications.
May prepare interest rate pricing and forecasting information for use in asset and liability management.


Key Responsibilities:

Generate and analyze performance returns for accounts in the firms 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 firms adherence to GIPS and maintaining GIPS verification records and other documents.
Complete internal/external client performance requests, support firms 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 enhancements.

Basic Qualifications:
Bachelors degree, or equivalent work experience.
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.


ABOUT US:
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries.

Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs.

In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

#CB#LI-MT1Rate/Salary:


Pay Rate:
$40/hr. to $43/hr. DOE.#J-18808-Ljbffr