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Job Description
Duties & Responsibilities:
Duties & Responsibilities:
- Identify & classify financial security information utilizing multiple investment analysis tools and databases, and utilize those inputs to generate specialized reports for Financial Advisor teams
- Investigate, research, and resolve report inaccuracies as identified by functional team members and Financial Advisor teams
- Generate ad hoc reports as determined by business needs and respond to related inquiries
- Ensure accuracy of reports generated and feedback provided to other key stakeholders
- Identify process breakdowns, propose solutions to drive simplification and effectiveness within functional team
- Adhere to firm’s control policies and procedures
- Other duties as assigned
- Knowledge of financial instruments required: Equities, Fixed Income, Foreign Exchange, Options & Futures Contracts
- 0-3 years’ experience in data entry or client service role
- Degree in Business or related field
- Familiarity with major market and exchanges: NYSE, NASDAQ, etc.
- Familiarity with Excel functions: Lookups, Sum & IF functions
- Ability to effectively communicate with internal and external stakeholders
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
- Familiarity with Morningstar or other investment analysis tools
Job Description
Duties & Responsibilities:
Duties & Responsibilities:
- Identify & classify financial security information utilizing multiple investment analysis tools and databases, and utilize those inputs to generate specialized reports for Financial Advisor teams
- Investigate, research, and resolve report inaccuracies as identified by functional team members and Financial Advisor teams
- Generate ad hoc reports as determined by business needs and respond to related inquiries
- Ensure accuracy of reports generated and feedback provided to other key stakeholders
- Identify process breakdowns, propose solutions to drive simplification and effectiveness within functional team
- Adhere to firm’s control policies and procedures
- Other duties as assigned
- Knowledge of financial instruments required: Equities, Fixed Income, Foreign Exchange, Options & Futures Contracts
- 0-3 years’ experience in data entry or client service role
- Degree in Business or related field
- Familiarity with major market and exchanges: NYSE, NASDAQ, etc.
- Familiarity with Excel functions: Lookups, Sum & IF functions
- Ability to effectively communicate with internal and external stakeholders
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
- Familiarity with Morningstar or other investment analysis tools