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Senior Financial Analyst job in Fort Lauderdale at Tandym Group

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Senior Financial Analyst at Tandym Group

Senior Financial Analyst

Tandym Group Fort Lauderdale, FL (On Site) Full-Time
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A financial services company located in Florida is actively seeking a self-motivated and dynamic professional to join their staff as their new Senior Financial Analyst. In this role, the Senior Financial Analyst will maintain existing data models that track private investments fund performance such as IRR, DPI, MOI, and TVPI.



Responsibilities



The Senior Financial Analyst will:




  • Produce ad-hoc models for clients or management for purposes such as fund raising or performance tracking

  • Cultivate operational fund administration data and develop related KPI’s that can be used to monitor and measure operational efficiency and effectiveness

  • Support fund administration teams by producing and reviewing data driven work-paper schedules used in financial statements, investment valuations and other deliverables

  • Complete other tasks as assigned



Qualifications




  • Bachelor's degree in Finance, Business, Economics, or related degree and/or an advanced degree in Data Analytics, Finance or Business Administration.

  • High-level of proficiency with Microsoft Excel

  • Experience with performance calculations

  • Knowledge of investment & economic principals / terms (markets, asset classes, fund classes, sectors etc.)

  • Understanding of performance and Benchmarking calculations and terminology (GIPS, PME)

  • Ability to identify trends, patterns, or abnormalities in data sets

  • Ability to simplify complex data sets


Desired skills


  • Experience in the following: Macro / VBA, SQL / SSRS, R / Python, Cloud data warehouse (Google Big Query / AWS Redshift), and Business Intelligence products

Recommended Skills

  • Accounting
  • Amazon Redshift
  • Asset Classes
  • Business Administration
  • Business Efficiency
  • Business Intelligence
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