Hybrid Financial Services Analyst | Investment & Reporting

Catalyst Corporate Fede; Plano (TX); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Job summary

Catalyst Corporate is seeking a Financial Services Analyst for a full-time, hybrid role in Plano, TX. You will manage investment accounting databases, securities safekeeping, and back-office support across Advisory, Brokerage, ALM, and Funds Management.

Strong analytical skills and Salesforce Lightning experience are required. The position emphasizes collaboration with credit unions, accurate reporting, and efficient operations, with a comprehensive benefits package and career growth

Qualifications

• Degree in Finance/Accounting/Economics or 3-5 years experience in financial services industry.
• 3-5 years of Salesforce Lightning experience.
• Awareness and understanding of financial and investment markets.
• Excellent attention to detail.
• Strong time management and organizational skills.
• Proficiency using computers and learning systems.
• High level user of MS Excel, MS Word, and other MS tools.
• Outstanding customer service and relationship management skills.

Responsibilities

• Maintain the investment accounting database and oversee securities safekeeping operations.
• Provide back-office support for Advisory, Brokerage, ALM and Funds Management areas.
• Write and run queries, generate reports, and research payment discrepancies.
• Settle all investment trades and manage new accounts and reports for safekeeping.
• Coordinate with credit unions on settlement issues and act as primary contact for safekeeping services.
• Support monthly product billing, year-to-date fee income reporting, reconciliations and ad hoc reports.

Skills

Attention to detail

Time management

Organizational skills

Customer service

Relationship management

Computers and learning systems

Education

Finance/Accounting/Economics degree

Tools

Salesforce Lightning

MS Excel

MS Word

Job description

Catalyst Corporate is seeking a Financial Services Analyst for a full-time, hybrid role in Plano, TX. You will manage investment accounting databases, securities safekeeping, and back-office support across Advisory, Brokerage, ALM, and Funds Management.

Strong analytical skills and Salesforce Lightning experience are required. The position emphasizes collaboration with credit unions, accurate reporting, and efficient operations, with a comprehensive benefits package and career growth