Investment Analyst

  • location: Irvine, CA
  • type: Contract
  • salary: $20 - $23.62 per hour
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job description

Investment Analyst

job summary:
Investment Analyst Advanced - Irvine, CA

  • This is 1 contract role expected to last 6 months.
Investment Analyst Advanced - Job Duties:

  • Entry Level position performing routine duties to support client investment management operations.
  • 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.
  • Responsible presenting information to the hiring manager. Interface with local management
  • Would be responsible for either executing margin calls and performing dispute analysis or resolving fails and recon breaks
Job Requirements:

  • Knowledge of financial markets, degree in a quantitative field (finance, accounting, economics, etc), intermediate to advanced excel skills
  • Excel, Microsoft office. Nice to have: Bloomberg terminal
  • Strong excel skills, time management, critical thinking/problem solving
Compensation: $20.00-$23.62/hr

 
location: Irvine, California
job type: Contract
salary: $20.00 - 23.62 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Entry Level position performing routine duties to support client investment management operations. 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.

 
qualifications:


- Must Haves: list the 3 top qualities that a successful candidate should have (do not list attention to detail/organized/can multitask etc. these are all soft skills).

o Knowledge of financial markets, degree in a quantitative field (finance, accounting, economics, etc), intermediate to advanced excel skills

- Nice to Haves: list the 3 secondary/negotiable qualities that you would like to see but can live without in a contractor.

o Bloomberg experience, prior finance experience, coding knowledge



 
skills: Analysis
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.

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