Jr. Financial Analyst

The Service Professional will support key Client Servicing functions including Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for a large network of Financial Advisors. This role involves analyzing, researching, and resolving issues across multiple systems, preparing combined summaries, selecting indices, and assisting with system navigation. The individual will also explain and present investment tools and reports to Financial Advisors.

Qualifications:

• Knowledge of portfolio performance or risk measurement tools and statistics

• Strong understanding of investment vehicles

• Excellent written and verbal communication skills

• Highly motivated with strong problem-solving and accountability

• Ability to learn quickly and adapt in a fast-paced, deadline-driven environment

• Strong organizational skills and attention to detail

• Able to multitask and work both independently and within a team