No more applications are being accepted for this job
- Generate and analyze performance returns for accounts in the firm's performance measurement system, researching and resolving any
- 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
- Use performance data from various systems to calculate, analyze and interpret data for the purpose of determining contributing factors to
- Calculate and maintain performance composites in compliance with GIPS. Update and maintain necessary composite documents and
- Complete internal/external client performance requests, support firm's RFP processes and produce performance related materials for
- Conduct ongoing reporting or ad hoc reporting as needed at an excellent service level
- Demonstrate a basic understanding of the flow of firms information to accounting and performance systems and use that knowledge to
- Contribute ideas for and assist in the implementation of improvements to efficiency, accuracy, and controls in relation to assigned work,
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in operations/technology project management activities
- 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
- Self-directed with a willingness to learn and follow-through projects to completion
- 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
- 8 hour shift
Financial Analyst - Minneapolis, United States - BCFORWARD INDIA TECHNOLOGIES PRIVATE LIMITED
Description
*Job Title: Financial Analyst**Location: Minneapolis, MN 55402**Expected Duration: 7+ Months Contract**Shift: Monday through Friday**3+ days at office Hybrid**Job Description:Provides 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:
Basic Qualifications:
Preferred Qualifications:
Additional Preferred Skills:
Job Type:
Contract
Pay:
$ $41.00 per hour
Schedule:
Work Location:
Hybrid remote in Minneapolis, MN 55401