• Identify & classify financial security information utilizing multiple investment analysis tools and databases, and utilize those inputs to generate specialized reports for Financial Advisor teams
• Investigate, research, and resolve report inaccuracies as identified by functional team members and Financial Advisor teams
• Generate ad hoc reports as determined by business needs and respond to related inquiries
• Ensure accuracy of reports generated and feedback provided to other key stakeholders
• Identify process breakdowns, propose solutions to drive simplification and effectiveness within functional team
• Adhere to firm’s control policies and procedures
• Other duties as assigned
  
  
  

• Knowledge of financial instruments required: Equities, Fixed Income, Foreign Exchange, Options & Futures Contracts
• 0-3 years’ experience in data entry or client service role
• Degree in Business or related field
• Familiarity with major market and exchanges: NYSE, NASDAQ, etc.
• Familiarity with Excel functions: Lookups, Sum & IF functions
• Ability to effectively communicate with internal and external stakeholders
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
• Familiarity with Morningstar or other investment analysis tools

Please refer to job description.