Junior Financial Analyst

  • location: Baltimore, MD
  • type: Contract
  • salary: $21 per hour
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job description

Junior Financial Analyst

job summary:
We are seeking an individual to join the Wealth management Employee Compliance team for one of our top financial clients!

Qualifications/Skills

  • Bachelor's degree
  • Prior experience in developing recurring metrics and supervisory/team dashboards.
  • Detail oriented with superior attention to detail.
  • Ability to effectively multi-task and manage deadlines.
  • Advanced proficiency in MS office applications (particularly Excel), and Tableau.
  • Intermediate analytical / critical thinking and problem-solving skills.
  • Ability to craft sophisticated metrics pack for upper management.
Responsibilities

  • Analyze and improve current metrics reporting pack for department (including MIS, monthly metrics, and tracking of Fiduciary and Beneficiary Exception Requests).
  • Review current systems to identify opportunities to capture additional data and metrics to provide supervisors and management with increased visibility into team performance.
  • Evaluate current systems in development to provide feedback to maximize future metrics.
  • Perform testing and assist with implementation of newly developed systems
 
location: Baltimore, Maryland
job type: Contract
work hours: 9 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
We are seeking an individual to join the Wealth management Employee Compliance team for one of our top financial clients!

Qualifications/Skills

  • Bachelor's degree
  • Prior experience in developing recurring metrics and supervisory/team dashboards.
  • Detail oriented with superior attention to detail.
  • Ability to effectively multi-task and manage deadlines.
  • Advanced proficiency in MS office applications (particularly Excel), and Tableau.
  • Intermediate analytical / critical thinking and problem-solving skills.
  • Ability to craft sophisticated metrics pack for upper management.
Responsibilities

  • Analyze and improve current metrics reporting pack for department (including MIS, monthly metrics, and tracking of Fiduciary and Beneficiary Exception Requests).
  • Review current systems to identify opportunities to capture additional data and metrics to provide supervisors and management with increased visibility into team performance.
  • Evaluate current systems in development to provide feedback to maximize future metrics.
  • Perform testing and assist with implementation of newly developed systems
 
qualifications:
We are seeking an individual to join the Wealth management Employee Compliance team for one of our top financial clients!

Qualifications/Skills

  • Bachelor's degree
  • Prior experience in developing recurring metrics and supervisory/team dashboards.
  • Detail oriented with superior attention to detail.
  • Ability to effectively multi-task and manage deadlines.
  • Advanced proficiency in MS office applications (particularly Excel), and Tableau.
  • Intermediate analytical / critical thinking and problem-solving skills.
  • Ability to craft sophisticated metrics pack for upper management.
Responsibilities

  • Analyze and improve current metrics reporting pack for department (including MIS, monthly metrics, and tracking of Fiduciary and Beneficiary Exception Requests).
  • Review current systems to identify opportunities to capture additional data and metrics to provide supervisors and management with increased visibility into team performance.
  • Evaluate current systems in development to provide feedback to maximize future metrics.
  • Perform testing and assist with implementation of newly developed systems
 
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.

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