Entry-Level Financial Analyst, Operations & Client Service

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 47,000 - 56,000; Full time

Benefits offered by this job

Medical Benefits

PTO

Weekly Pay

Job summary

PrincePerelson & Associates is seeking an Entry-Level Financial Analyst in Salt Lake City, UT. The role centers on operations and client service within a prominent financial services organization, emphasizing risk management and process control across transactions and market activities.

The successful candidate will collaborate with experienced professionals across brokerage, execution, and client service to deliver first-rate support while growing technical and financial market knowledge in a

Qualifications

• Enthusiastic team player with strong organizational, technical, and communication skills.
• Passion for financial markets and investment products, with a willingness to develop expertise in a fast-paced, challenging setting.
• Strong analytical and problem-solving skills with keen attention to detail and a risk-aware mindset.
• Excellent interpersonal skills, with the ability to collaborate effectively and explain complex concepts to diverse teams.
• Proactive and adaptable, capable of managing multiple priorities while taking ownership of tasks and responsibilities.

Responsibilities

• Develop a strong foundation in the trade lifecycle and operations of investment products.
• Collaborate with brokerage, execution, and client service teams to deliver exceptional support while managing risk exposure.
• Work with business and risk teams to drive growth while maintaining strong risk and control measures.
• Strengthen multitasking and attention to detail by handling multiple responsibilities in a dynamic environment.
• Contribute to process improvements by exploring new tools and technologies.

Skills

Teamwork

Analytical thinking

Communication skills

Risk management

Financial markets interest

Education

Bachelor's degree in Finance

Tools

Excel

CRM software

Job description

PrincePerelson & Associates is seeking an Entry-Level Financial Analyst in Salt Lake City, UT. The role centers on operations and client service within a prominent financial services organization, emphasizing risk management and process control across transactions and market activities.

The successful candidate will collaborate with experienced professionals across brokerage, execution, and client service to deliver first-rate support while growing technical and financial market knowledge in a