Entry Level Finance Opportunity

Beacon Hill; Conshohocken (Montgomery County); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Beacon Hill Staffing Group is seeking an entry-level Financial Operations Analyst to support day-to-day financial activities across investment operations. You will assist with transaction processing, reconciliations, reporting, and data validation while collaborating with investment, accounting, treasury, and operations teams.

The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 0-2 years of experience in financial services or related internship preferred.
• Proficiency in Excel, including formulas, sorting/filtering, pivot tables.
• Strong analytical and problem-solving skills.
• High level of accuracy and attention to detail.
• Ability to organize multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across finance, accounting, investment, and operations teams.
• Interest in investment management, capital markets, financial products, and financial operations.

Responsabilités

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and expedite outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Connaissances

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Deadline-oriented

Formation

Bachelor's degree in Finance, Accounting, Economics, Business Administration

Outils

Microsoft Excel

Description du poste

The Financial Operations Analyst will support the day-to-day operational and financial activities of an investment management organization. This entry-level position is ideal for someone who is interested in building a career within financial services, asset management, or investment operations.

The Analyst will assist with transaction processing, account and cash reconciliations, financial reporting, data validation, and operational controls while working closely with investment, accounting, treasury, and operations teams. The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.

Key Responsibilities

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and expedite outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Qualifications

• Bachelor's degree in Business - Finance, Accounting, Economics, Business Administration, or a related field.
• 0-2 years of experience in financial services, accounting, banking, investment operations, or a related internship preferred.
• Strong proficiency in Microsoft Excel, including formulas, sorting/filtering, pivot tables, and data analysis.
• Strong analytical and problem-solving skills.
• High level of accuracy and attention to detail.
• Ability to organize multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across finance, accounting, investment, and operations teams.
• Interest in investment management, capital markets, financial products, and financial operations.

Preferred Qualifications

• Internship or academic experience involving investment management, asset management, banking, accounting, or financial analysis.
• Familiarity with investment products such as equities, fixed income, mutual funds, ETFs, or alternative investments.
• Exposure to financial systems, portfolio accounting platforms, Bloomberg, or other investment-related technology is a plus.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you. Beacon Hill. Employing the Future