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Financial Analyst
14 West Administrative Services
2021-12-03 07:32:24
Delray Beach,
Florida,
United States
Job type: fulltime
Job industry: Banking & Financial Services
Job description
Overview:
Do you have a passion for the financial markets and want to play a role in compliance and performance management?
If so, this opportunity is for you.
As a GPS Performance and Compliance Analyst at 14 West, you will make a significant impact every day applying your knowledge, skills and passion. This frontline team member will provide track record management and compliance support to our clients. You will study the performance of investments such as stocks, options, and bonds and more to provide guidance and insights to our affiliates. In addition, you will field, research, and answer the inquiries and requests received from our clients.
The GPS team provides a full-service end to end solution including back-end track record management, web portfolio integration and analytics dashboards.
In 2016, 2017, 2018, and 2019, 14 West was voted one of Baltimore's Top Workplaces by The Baltimore Sun. You can learn more about life at 14 West by checking out our WestWord blog.Responsibilities:
We offer a wide variety of benefits, programs, and services to our employees, including:
Before applying for a role at 14 West, there are a few things you should know. We work hard. We like unique perspectives. We believe our time is better spent on testing new ideas than perfecting old ones. And we don't hold hands. Instead, we give people the freedom and resources they need to forge their own path. So, while there are no road maps to success, there are no limitations.
14 West is an Equal Opportunity Employer and complies with all applicable Federal, State and local employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. Applicants with disabilities who require a reasonable accommodation to participate in the application and/or interview process may contact us at to arrange for such accommodation.
#LI-MV1
Are you detail-oriented and customer focused?
Do you have a passion for the financial markets and want to play a role in compliance and performance management?
If so, this opportunity is for you.
As a GPS Performance and Compliance Analyst at 14 West, you will make a significant impact every day applying your knowledge, skills and passion. This frontline team member will provide track record management and compliance support to our clients. You will study the performance of investments such as stocks, options, and bonds and more to provide guidance and insights to our affiliates. In addition, you will field, research, and answer the inquiries and requests received from our clients.
The GPS team provides a full-service end to end solution including back-end track record management, web portfolio integration and analytics dashboards.
In 2016, 2017, 2018, and 2019, 14 West was voted one of Baltimore's Top Workplaces by The Baltimore Sun. You can learn more about life at 14 West by checking out our WestWord blog.
Financial Analysis
- Analyze financial investment performance data
- Research macroeconomic and microeconomic conditions
- Prepare data visualizations / analytics dashboards
- Identify financial performance trends
- Support our affiliates in all of their financial strategy needs
Performance Measurement and Compliance
- Daily management of track records activity
- Auditing and updating data to ensure data accuracy and ongoing integrity
- Review track records and ensure proper compliance
Analytic Support
- Design and Build Data Visualizations in Qliksense self service tool
- Understand key individuals' roles within the clients and gain an understanding of their respective businesses, including their successes, struggles, and goals
- Understand financial marketing set-ups and how to construct effective testing, and collaborate with Data and Analytics team on how that analytics will look in reporting
Quality Assurance
- Validate portfolio performance reports that are automatically generated and sent to the marketers and publishers and field any questions from the recipients
- 1-3 years in financial industry
- Bachelor degree in business, accounting, finance, economics or related field.
- Experience within data governance or as data steward
- Ability to apply information strategically, spot larger trends and risks
- Strong presentation and communication skills with the ability to summarize findings clearly and concisely
- Strong sense of urgency, follow-up and follow-through - must be able to adhere to process
- Excellent interpersonal skills, able to deal effectively with diverse skill sets and personalities and also work effectively as a team player
- Self-motivated, proactive, disciplined, fast learner and organized with impeccable attention to detail
- Highly flexible and adaptive to a rapidly changing environment and juggling of competing priorities
- S. citizenship or authorization to work legally in the U.S.
The Desirable Requirements
- Experience working in a variety and range of BI solutions and tools
- Understanding of direct marketing analysis, campaign management, program optimization, customer segmentation and targeting and retention/attrition analysis
- Previous work experience in consumer services/products and or subscription-based businesses
- Experience working in a consultative user/client facing role
- Exposure to data related to Google Analytics, ad networks and other industry related API feeds of data
We offer a wide variety of benefits, programs, and services to our employees, including:
- Medical, vision, and dental insurance plans
- Employer-subsidized parking
- 401(k) plan with employer matching
- Generous vacation time and paid holidays
- Fitness programs and discounts
- Casual dress code
About 14 West
14 West exists to help companies grow and innovate on their own terms, and become sought-after employers. With the support of our experts and solutions, our clients are free to focus on their ideas, products, and customers. Our services include Personnel & Talent Acquisition, Financial Services, Communications, Legal, Technology Solutions, and Facilities.
Before applying for a role at 14 West, there are a few things you should know. We work hard. We like unique perspectives. We believe our time is better spent on testing new ideas than perfecting old ones. And we don't hold hands. Instead, we give people the freedom and resources they need to forge their own path. So, while there are no road maps to success, there are no limitations.
14 West is an Equal Opportunity Employer and complies with all applicable Federal, State and local employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. Applicants with disabilities who require a reasonable accommodation to participate in the application and/or interview process may contact us at to arrange for such accommodation.
#LI-MV1