Financial Analyst

Job Category: Finance and Business
Job Type: Full Time
Job Location: United States
Company Name: Atlantic Group

About the job

  • Location: New York, NY
  • Type: Temporary
  • Job #39381
  • Salary: $35.00

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.

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