Financial Analyst jobs in the Accounting, Finance, Insurance category and Financial Services industry

Financial Planning Analyst We are looking for a team oriented experienced planning analyst with excellent communication, relational and technical skills. Vantage is a fast growing financial planning firm in downtown Arlington Heights. We are seeking a planning analyst to provide analysis of client data, assist in research and offer recommendations for client’s financial plans. Prior experience is ...
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JOB RESPONSIBILITIES: Maintain internal compliance and provide approvals on daily basis Review & approve New Account paperwork for completion, accuracy, and suitability Review all Strategy, Goal, (mandate) changes for suitability Audit all trading restrictions and client directed trades Maintain Policies & Procedures Monitor Compliance Calendar Monitor Client Passing Procedure Participate in Error...
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Must have a Masters Degree in Economics, Finance or Financial Quantitative Analysis. Experience with OTC Derivatives. Knowledge of Dodd Frank a plus. P&L analysis Strong Excel skills - pivot tables Dealing with counterparty risk. Have strong market awareness Technical experience in SQL, VB and Python. Knowledge or experience with trading products such as: Futures, Options, Indexes, CDS, CDO, FRAs,...
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What’s in it for you: As a Global Markets Intelligence analyst, you will have the opportunity to get in on the ground floor of a rapidly expanding company and make an immediate impact to their business and clients. You will attend introductory meetings with executives and receive formal group trainings throughout your first few months of employment. By immediately building a network of peers and m...
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Job Description Job Title: Investment Analyst Hours: Full Time Salary and Benefits: Negotiable Description: A growing financial services firm is seeking a full-time employee in the Investments area. Financial experience preferred. This position entails: statistical analysis of investment options, recommendations to Investment Committee, and preparation of investment performance illustrations. Must...
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The Investment Research team reviews and approves investment products and provides recommendations to advisors on economic analysis, asset allocation, portfolio management, individual investment managers, and the full range of investment products the advisors may use to help clients achieve financial goals. At Commonwealth, we put our advisors at the forefront of all that we do. Our Research team ...
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Operations Analyst Summary: As an Operations Analyst, this individual is a member of a team performing various operational responsibilities supporting the investment management, portfolio accounting, trust administration, tax/estate planning, and client service functions.Responsibilities could include money movement and reconciliation as well as the mailing of client payments; portfolio accounting...
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Entrepreneurial investment firm is seeking a quantitative focused individual to oversee /manage and evaluate competitive analysis of portfolios through application of risk assessments/ exposures. Create in depth analysis utilizing customized technology/tools to identify through various testing /methodologies to reveal strengths /weaknesses for multi-asset/ class applications. Able to articulate an...
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