Base: $105,000 to $115,000; bonus: annual discreti...
Hybrid
3-5 years finance experience
Bachelor's degree required
Series 7 certification
The role involves analyzing and validating performance, benchmark, attribution, and portfolio data to support sales and client reporting
Job Summary
The role involves analyzing and validating performance, benchmark, attribution, and portfolio data to support sales and client reporting.
Employees receive a competitive total rewards package including an annual discretionary bonus, 401(k) match up to IRS limits, and comprehensive healthcare benefits.
The position requires reviewing all marketing materials for accuracy, consistency, and appropriateness prior to public distribution in a compliance-focused environment.
Matching Summary
The role involves analyzing and validating performance, benchmark, attribution, and portfolio data to support sales and client reporting.
Salary
Base: $105,000 to $115,000; Bonus: Annual discretionary bonus; Benefits: 401(k) match, healthcare, paid time off
Skills & Requirements
Must-have
3-5 years finance experience
Bachelor's degree required
Series 7 certification
Advanced Microsoft Excel proficiency
Portfolio and benchmark data analysis
Nice-to-have
Collaborative cross-functional mindset
Strong attention to detail
Ability to manage tight deadlines
Experience with large datasets
Key Requirements
3-5 years of experience in finance and public equities