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:
- Fund and Data Management: Support fund updates, maintain data integrity, and organize post-closing documents.
- Compliance and Reporting: Coordinate with Compliance on regulations and SEC updates; create reports and presentations.
- Document Preparation: Manage investment memos, trade tickets, and other transactional documentation.
- Collaboration: Partner with the Department Head and Administrative Team on investment-related tasks and coordination.
- Meeting Oversight: Take, circulate, and manage meeting minutes for weekly and investment committee sessions.
- Market Research and Projects: Conduct research with tools like Bloomberg Terminal and assist with ad-hoc projects.
Qualifications for the Financial Analyst:
- Education: Bachelor’s degree in a relevant field required; prior experience in a similar capacity (internships accepted).
- Skills: Strong interpersonal and organizational abilities, with excellent oral and written communication skills.
- Technical Proficiency: Advanced proficiency in Microsoft Office Suite, particularly Excel (pivot tables, lookups, etc.).
- Attributes: Detail-oriented and highly organized, capable of multitasking while maintaining strict 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.