Financial Analyst (Level I)

Role Overview

The Financial Analyst will process routine transactions, provide quality service, and support the Cost Basis Team in handling client inquiries and updating tax lot records. The role requires attention to detail, strong analytical skills, and the ability to work effectively in a team environment.

What You Will Do

Daily responsibilities will cover one or more operations functional areas such as analysis, report generation, opening new accounts, trade processing, payment processing, data entry, etc. The associate will research and resolve transactional breaks that result in inaccurate cost basis that requires manual update.

Why It Might Be a Fit

A successful candidate will have some experience working with financial statements and records, with an emphasis on attention to detail. The role requires strong analytical and problem-solving skills, as well as the ability to adhere to industry and IRS rules and regulations.

Requirements

• Proficient with Microsoft Office, Outlook, Word, and Excel
• Strong understanding of rules and regulations, policies, and standards

Benefits

• Overtime may be offered to support business needs, especially during Tax Season (Jan – Apr)