Financial Analyst - Entry Level Job at Robert Half, Newport Beach, CA

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  • Robert Half
  • Newport Beach, CA

Job Description

Job Description

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

Job Tags

Contract work,

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