Job Description
We are offering an contract employment opportunity for a Financial Analyst - Entry Level in Newport Beach, California. As a Financial Analyst, you will be contributing to a key project in the wealth management sector. You will be responsible for reviewing investment accounts, identifying discrepancies, and utilizing various tools for data management and reporting.
Responsibilities
• Accurately review and analyze investment management accounts and trades
• Identify and highlight any discrepancies in data
• Extensive use of Salesforce and Excel for effective data management and reporting
• Contribute significantly to the success of the overall project in a detail oriented wealth management environment
• Use financial analysis and data mining techniques to support budget processes and ad hoc financial analysis.
• Demonstrated experience in data mining techniques
• Understanding of budget processes
• Strong skills in financial analysis
• Ability to perform ad hoc financial analysis
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