Financial Data Analyst — Operations & Automation

Mischler; Irvine (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k)

Medical, Dental, Vision, LifeInsurance

Employee Assistance Program (EAP)

Job summary

Mischler Financial Group, Inc. in Irvine, CA is seeking a Financial Data Analyst - Operations to join our in-office team.

You will perform data analysis and reporting to support business decisions, develop reports, and maintain trading and operations data platforms. The ideal candidate has strong Excel, Access/SQL, and Python skills, familiarity with FINRA/SEC reporting, and experience in broker-dealer operations.

Qualifications

• Bachelor's degree in computer programming, finance, business administration, or MIS.
• 5+ years of experience in operations, information technology, or finance in the broker-dealer or financial services sector.
• Advanced IT and programming skills.
• Knowledge of FINRA, SEC, MSRB, NFA regulations.
• Strong analytical skills to interpret complex data and identify trends.
• Ability to work independently and in a fast-paced environment with integrity.

Responsibilities

• Provide data analysis and reporting to support informed business decisions.
• Collaborate to define requirements for new reports and enhance existing ones.
• Create and enhance daily/monthly reports using Access/SQL, Excel, and other tools.
• Develop and maintain software and scripts for automation.
• Support operations team and systems with technical guidance.
• Develop advanced tools for trade clearing and settlement.
• Provide internal reporting for operations, accounting, and management.
• Prepare reporting for FINRA, SEC, MSRB, NFA regulators.
• Support and maintain critical trading platforms and information systems.
• Lead special projects like business process reviews and automation.

Skills

Advanced Excel (pivot, vlookup, macros

MS Access & SQL Server

Python

Instinet

Bloomberg TOMS

FINRA TRACE/TRAQS reporting

MS Office

Trade processing, clearing, settlement

Excellent verbal and written skills

Time management and prioritization

Attention to detail and follow-through

Education

Bachelor's degree in computer programming, finance, business administration, or MIS

Tools

Instinet

Bloomberg TOMS

FINRA TRACE/TRAQS reporting

MS Office

Job description

Mischler Financial Group, Inc. in Irvine, CA is seeking a Financial Data Analyst - Operations to join our in-office team.

You will perform data analysis and reporting to support business decisions, develop reports, and maintain trading and operations data platforms. The ideal candidate has strong Excel, Access/SQL, and Python skills, familiarity with FINRA/SEC reporting, and experience in broker-dealer operations.