Job Overview – Financial Analyst:
Join our client, a leading Financial Services organization in the Greater NYC area, as a Financial Analyst consultant. This role involves assisting with a variety of ad hoc projects, working closely with the Department Head and Administrative Team to ensure smooth operations and effective project execution.
Compensation: $35 – $45/hour
Location: New York, NY
Responsibilities as the Financial Analyst:
- Collaboration: Work closely with the Department Head and Administrative Team on various matters.
- Document Preparation: Prepare and process investment memos, subscriptions, redemptions, and trade tickets.
- Fund Support: Coordinate quarterly updates for funds, investment committee minutes, and management.
- Data Management: Organize and maintain the data room, handle post-closing documents, and ensure data integrity.
- Compliance Coordination: Work with Compliance on regulation requirements and SEC updates.
- Meeting Management: Take and circulate weekly meeting minutes.
- Report Production: Produce documents, reports, and presentations in a business format.
- Market Research: Perform market research using Bloomberg Terminal or other information-gathering tools.
- Data Entry: Handle high volume data entry, utilizing Excel functions including pivot tables and lookups.
- Ad-Hoc Projects: Assist with various ad-hoc projects as needed.
Qualifications for the Financial Analyst:
- Education: Bachelor’s Degree; prior experience in a similar capacity (internships accepted).
- Skills: Excellent interpersonal and organizational skills, effective oral and written communication skills.
- Technical Proficiency: Extensive knowledge of Microsoft Office, including proficiency in Excel.
- Attributes: Highly organized with the ability to multitask and maintain a high level of confidentiality.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.