Junior Finance Operations Analyst - Asset Management

Beacon Hill Staffing Group; Conshohocken (Montgomery County); In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Beacon Hill Staffing Group is seeking an entry-level Financial Operations Analyst to support day-to-day financial activities across investment operations. You will assist with transaction processing, reconciliations, reporting, and data validation while collaborating with investment, accounting, treasury, and operations teams.

The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.

Competenze

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 0-2 years of experience in financial services or related internship preferred.
• Proficiency in Excel, including formulas, sorting/filtering, pivot tables.
• Strong analytical and problem-solving skills.
• High level of accuracy and attention to detail.
• Ability to organize multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across finance, accounting, investment, and operations teams.
• Interest in investment management, capital markets, financial products, and financial operations.

Mansioni

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and expedite outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Conoscenze

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Deadline-oriented

Formazione

Bachelor's degree in Finance, Accounting, Economics, Business Administration

Strumenti

Microsoft Excel

Descrizione del lavoro

Beacon Hill Staffing Group is seeking an entry-level Financial Operations Analyst to support day-to-day financial activities across investment operations. You will assist with transaction processing, reconciliations, reporting, and data validation while collaborating with investment, accounting, treasury, and operations teams.

The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.