Financial Analyst

Talentify; Owings Mills (MD); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Talentify is seeking a Financial Analyst in Owings Mills, MD on a hybrid, contract basis for 3 months. The role focuses on gathering and analyzing financial information for investment programs and communicating insights to clients and internal partners.

The ideal candidate will have 2–4 years of financial/accounting experience, a Bachelor's in accounting or related field, and strong analytical skills with advanced Excel, SQL, and Power BI capabilities.

Qualifications

• Bachelor's degree in accounting or related financial discipline required.
• Advanced degree in a financial discipline preferred.
• 2-4 years of financial and/or accounting experience required.

Responsibilities

• Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes. Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems.
• Responsible for completing complex data analysis. Analyzes and interprets trends, provides root-cause analysis, and executes on recommendations.
• Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations. Works with groups inside and outside the firm to appropriately manage complex transactions. Directs escalations to more senior-level staff. Represents team in projects/meetings with business partners and vendors. Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit.
• Responsible for ensuring adherence to quality review procedures in data analysis and reporting. Leads business unit-specific projects and participates in broad organizational initiatives. Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner. Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports.

Skills

Strong analytical skills

Advanced Excel

SQL

Power BI

Ability to manage priorities

Education

Bachelor's degree in accounting or related financial discipline

Advanced degree in a financial discipline

Tools

DST Systems

AWD Chorus

Same Day Cash Management

Job description

Financial Analyst

Location: Owings Mills, MD

Onsite Flexibility: Hybrid

Contract Details

• Position Type: Contract


• Contract Duration: 3 months


• Work Authorization: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Summary

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Key Responsibilities

• Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes. Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems.


• Responsible for completing complex data analysis. Analyzes and interprets trends, provides root-cause analysis, and executes on recommendations.


• Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations. Works with groups inside and outside the firm to appropriately manage complex transactions. Directs escalations to more senior-level staff. Represents team in projects/meetings with business partners and vendors. Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit.


• Responsible for ensuring adherence to quality review procedures in data analysis and reporting. Leads business unit-specific projects and participates in broad organizational initiatives. Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner. Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports.

Preferred Skills

• Strong analytical skills


• Technical skills - Knowledge of Transfer Agent systems (i.e. DST Systems, AWD Chorus, Same Day Cash Management)


• Advanced Excel skills, SQL, and Power BI experience preferred


• Ability to manage competing priorities and deadlines


• Strong attention to detail


• Ability to collaborate in a team environment and build strong relationships


• Adept at managing complex issues, identifying alternative solutions and recommendations


• Strong critical thinking and communication skills


• Strong escalation skills and ability to work under pressure


• Independent thinking and problem solving


• Investment product knowledge


• Process mapping

Education Requirements

• Bachelor's degree in accounting or related financial discipline required


• Advanced degree in a financial discipline preferred

Required Experience

• 2-4 years of financial and/or accounting experience required

Benefits

• Medical, Vision, and Dental Insurance Plans


• 401k Retirement Fund

About the Client

This client is a leading financial services and asset management organization operating across the Maryland region, including Owings Mills and Baltimore. The firm employs financial analysts, data analysts, business systems analysts, and infrastructure engineers who collaborate across technology and operations teams supporting fixed income, portfolio management, and enterprise-scale financial systems. The organization places a strong emphasis on data analytics, cloud infrastructure, and diverse, inclusive workplaces, and partners with global teams to deliver high-quality financial operations at scale.

About GTT

GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.

Job Number: 26-14925 Industry: Data & Analytics

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