Investment Reporting Analyst
Mitchell Martin
Hamilton Township, NJ
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JOB DETAILS
SALARY
$36.75–$52.50 Per Hour
LOCATION
Hamilton Township, NJ
POSTED
30+ days ago
Location: Hamilton OR Jersey City ,NJ
Position Type: Contract
Compensation
Pay Range:$36.75-$52.50 Per Hr
Job Description:
This position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders.
The role is based in Hamilton, OR or Jersey City, NJ, and requires hybrid work.
The candidate will work with generic financial technologies to enhance platform capabilities and support field operations.
Key Responsibilities
Interpret client financial data, model scenarios, and assist in delivering financial planning and analysis.
Create and improve operational workflows for technology and process management.
Develop training materials to educate advisors on planning, analysis, and projections.
Assess the accuracy of models and reporting, identifying trends and opportunities for improvement.
Serve as a liaison between field teams and vendor support to resolve data-related issues.
Qualifications
BA/BS degree in Finance, Mathematics, or related field; relevant experience is welcome.
Experience with financial planning and portfolio analytic software preferred.
Experience with asset allocation analysis, portfolio composition, and risk analysis preferred.
Strong communication skills to work cross-functionally across teams.
High attention to detail, ensuring data and reporting accuracy.
Core Technologies
Financial Planning Software | Portfolio Analytics Software | Data Analysis Tools
Onboarding Expectations
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
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About the Company
M
Mitchell Martin
OUR FOCUS IS GROWTH
It’s not just about filling job openings. It’s about enabling growth and inspiring success. That’s what we do.
Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines. We help drive success for both people and companies by helping them achieve positive growth. We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.
COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
https://www.mitchellmartin.com