Finance Operations Assistant managing supplier invoices and purchase orders for The Kite Factory. Collaborating with Finance & Agency teams to support financial processes and queries.
About the role
- Investment Analyst providing analytical and operational support to investment management at USAA. Conducting research and statistical analysis on investment portfolios for asset allocations.
Responsibilities
- Provides analytical and operational support to the investment management process.
- Conducts research and statistical analysis of investment portfolios.
- Models asset allocations and benchmarking to support investment portfolios.
- Supports enterprise forecasting, planning, and reporting through research and statistical analysis.
- Provides support for Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management.
- Supports Risk Control Self Assessments (RCSA) and Risk control inventory.
- Ensures all analysis and reports meet stakeholder needs on time.
Requirements
- Bachelor’s Degree; OR 4 years of related experience may be substituted in lieu of degree.
- 4 years of experience in financial analysis within the investment industry or related financial services industry.
- Knowledge of fixed income, equity and/or alternative asset classes.
- Knowledge of applicable regulatory and compliance laws and regulations.
- Proficient knowledge of financial asset classes and investment management or investment operations processes.
- Proficient knowledge and use of Microsoft Excel.
- Proficiency knowledge and use of NT Passport.
- Proficiency knowledge and use of Microsoft Office software.
- Proficiency in use and application of statistical software.
- Familiarity with investment analytic software (Bloomberg and Blackrock Aladdin).
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Planning & Analysis Analyst supporting financial planning, performance management and decision - making for a complex international division. Producing reports and insights for senior leadership.
FP&A Analyst connecting finance with operations and production at Destinus, revolutionizing defense industry with UAVs.
Outbound Financial Services Representative reaching out to clients at CIBC. Advising on financial services products and assisting with their financial needs through a fast - paced Contact Centre.
Finance Manager leading financial operations at Vintage Cash Cow, facilitating team development and overseeing financial processes. Ensuring compliance and driving process improvements in a growing environment.
Finance Specialist managing financial operations at fintech company Younited. Ensuring quality financial information and supporting local operations growth.
Group Finance Manager overseeing financial reporting and compliance at Aurecon. Leading audit processes and implementing financial governance in a dynamic consulting environment.
Finance Intern supporting budgeting, forecasting, and financial reporting at CAE. Opportunity for foundational skills development in corporate finance with cross - functional team exposure.
Senior D365 Finance Consultant providing consultancy and support services for ColumbusGlobal. Resolving customer issues and performing training activities with D365 Finance expertise.
Senior D365 Finance Consultant resolving customer issues and providing consultancy services for Columbus Dynamics. Collaborating with teams and conducting training while addressing client needs.