Financial Analyst Owings Mills, MD

Owings Mills, MD - USA

Monthly Salary: Not Disclosed

Posted on: 1 hour ago

Vacancies: 1 Vacancy

Job Summary

Financial Analyst Owings Mills MD

Responsibilities:

Act as a central point of contact for internal and external stakeholdersincluding portfolio managers custodians and clientsto resolve cash/trade breaks and communicate critical information affecting core transfer agent processes.

Serve as a subject matter expert by performing root-cause analysis on complex data trends identifying processing inefficiencies and executing actionable recommendations to improve fund and cash operations.

Lead business unit projects and organizational initiatives ensuring adherence to quality review procedures while coordinating team members to address operational concerns and deliver timely reporting.

Qualifications/Background Profile:

Bachelors degree is highly preferred

2-4 years of financial and/or accounting experience

Knowledge of Transfer Agent systems

Advanced Excel skills with SQL and Power Bi experience preferred

Financial Analyst Owings Mills MD Responsibilities: Act as a central point of contact for internal and external stakeholdersincluding portfolio managers custodians and clientsto resolve cash/trade breaks and communicate critical information affecting core transfer agent processes. Serve as a subject...