Hybrid Junior Financial Operations Analyst - Client-Focused

SolomonEdwards; King of Prussia (PA); Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

SolomonEdwards is seeking an entry level Financial Operations Analyst to join a fast-growing investment management firm. The role provides hands-on experience supporting high-net-worth clients in an operational finance capacity, with a hybrid schedule three days on-site in King of Prussia, PA.

Ideal candidates have a Finance/Accounting/Economics/Mathematics background, internship or coop experience, and strong communication and organizational skills.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or Mathematics.
• Internship, co‑op, or relevant professional experience preferred.
• Strong customer service mindset and organizational skills.

Responsibilities

• Support financial operations and client accounts daily.
• Maintain relationships with internal and external stakeholders.
• Handle high‑net‑worth client requests with professionalism.
• Identify and elevate processing issues as needed.
• Ensure compliance with firm policies and regulatory requirements.
• Adapt quickly to new systems and workflows.
• Maintain meticulous documentation and reporting.

Skills

Written communication

Verbal communication

Attention to detail

Microsoft Office Suite

Problem solving

Client service

Adaptability

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Economics

Bachelor's degree in Mathematics

Tools

Microsoft Office Suite

Job description

SolomonEdwards is seeking an entry level Financial Operations Analyst to join a fast-growing investment management firm. The role provides hands-on experience supporting high-net-worth clients in an operational finance capacity, with a hybrid schedule three days on-site in King of Prussia, PA.

Ideal candidates have a Finance/Accounting/Economics/Mathematics background, internship or coop experience, and strong communication and organizational skills.