Investment Analyst

  • location: Irvine, CA
  • type: Contract
  • salary: $23.60 per hour
easy apply

job description

Investment Analyst

job summary:
Investment Analyst - Irvine, CA

  • This is 1 contract role expected to last 7 months.
Investment Analyst - Job Duties:

  • Setup and maintain databases and client files, process and confirm trades, research routine errors, failures, and inquiries.
  • Resolve discrepancies and takes action on routine matters and inquiries from clients and other departments.
  • Confirmation of trades, data entry into excel, quality control on offshore staff's excel data, email confirmation with broker / banks, exception handling of trade fails with broker/banks, collection of soft copies of documents relating to trades
Job Requirements:

  • Bachelors degree with emphasis in finance, accounting, or economics, or equivalent work experience.
  • Experience with these SS systems preferred

    OTC Hub, GTM. RKS, TRS
  • OTC Derivatives, Investment Operations, finance and accounting

    Excel - Vlook-ups
  • 2-3 years experience
Compensation: $23.60/hr

 
location: Irvine, California
job type: Contract
work hours: 9 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
  • Setup and maintain databases and client files, process and confirm trades, research routine errors, failures, and inquiries.
  • Resolve discrepancies and takes action on routine matters and inquiries from clients and other departments.
  • Confirmation of trades, data entry into excel, quality control on offshore staff's excel data, email confirmation with broker / banks, exception handling of trade fails with broker/banks, collection of soft copies of documents relating to trades
 
qualifications:
  • Bachelors degree with emphasis in finance, accounting, or economics, or equivalent work experience.
  • Experience with these SS systems preferred

    OTC Hub, GTM. RKS, TRS
  • OTC Derivatives, Investment Operations, finance and accounting

    Excel - Vlook-ups
  • 2-3 years experience
 
skills: Excel
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

easy apply

get jobs in your inbox.

sign up
{{returnMsg}}

related jobs

    Investment Analyst

  • location: Irvine, CA
  • job type: Contract
  • salary: $20 - $22.05 per hour
  • date posted: 6/7/2018

    Property Accountant

  • location: Irvine, CA
  • job type: Permanent
  • salary: $55,000 - $85,000 per year
  • date posted: 6/14/2018

    Property Accountant

  • location: Irvine, CA
  • job type: Permanent
  • salary: $55,000 - $60,000 per year
  • date posted: 6/12/2018