Investment Analyst

  • location: Irvine, CA
  • type: Contract
  • salary: $20 - $22.05 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.
  • Our long time client is a Fortune 500 American Financial Services and Banking Holding Company with offices in the Irvine location. With a focus on continuing to add bright talent into the organization, there are always opportunities to grow your career and learn new practices and technology from this global company.

    Publicly traded with over 2 Trillion in assets under management, revenue over 10 Billion and 35,000 employees globally. Our client is one of the leading US Banks on the list of oldest banks in continuous operation.
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
  • 2-3 years experience
Compensation: $22.05/hr

 
location: Irvine, California
job type: Contract
salary: $20.00 - 22.05 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Our long time client is a Fortune 500 American Financial Services and Banking Holding Company with offices in the Irvine location. With a focus on continuing to add bright talent into the organization, there are always opportunities to grow your career and learn new practices and technology from this global company.

Publicly traded with over 2 Trillion in assets under management, revenue over 10 Billion and 35,000 employees globally. Our client is one of the leading US Banks on the list of oldest banks in continuous operation.

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:
College Degree in quantitative field (finance, accounting, economics), eagerness to learn, good time management skills & 2-3 years experience

 
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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