Akkodis is seeking an Financial Analyst for a hybrid contract position with our Fortune 500 banking client in Minneapolis, MN.

Hybrid: In Office 3 days per week

Target Rate: $40-43/hr W2

Overview:

The Financial Analyst role will work within the Performance team and support accurate and timely performance measurement and reporting. This role involves the collecting, calculating, measuring and analyzing of investment performance results and communication of those results in support of both internal management and external clients. The successful candidate will have a high attention to detail, a strong background in portfolio performance and attribution as well as excellent analytical, technical and communication skills.

Key Responsibilities:

• Generate and analyze performance returns for accounts in the firm’s performance measurement system, researching and resolving any

discrepancies that arise promptly

• Set up and maintain new client accounts and benchmarks in the performance system

• Monitor and reconcile benchmark data information received from index providers, resolving any data problems, and manage internal

benchmark records

• Use performance data from various systems to calculate, analyze and interpret data for the purpose of determining contributing factors to

performance results in comparison to benchmarks

• Calculate and maintain performance composites in compliance with GIPS. Update and maintain necessary composite documents and

disclosures. Assist in maintaining firm’s adherence to GIPS and maintaining GIPS verification records and other documents

• Complete internal/external client performance requests, support firm’s RFP processes and produce performance related materials for

consultant databases

• Conduct ongoing reporting or ad hoc reporting as needed at an excellent service level

• Demonstrate a basic understanding of the flow of firms information to accounting and performance systems and use that knowledge to troubleshoot problems

• Contribute ideas for and assist in the implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects or other process enhancements

Basic Qualifications:

• Bachelor’s degree, or equivalent work experience

• Three to five years of experience in financial analysis

Preferred Qualifications:

• College degree required (mathematics/statistics, finance or equivalent field preferred)

• Five plus years of related experience

• A solid, detailed understanding of performance and attribution calculations and methodologies

• Understand investment concepts, portfolio accounting, security types, accruals and how transactions affect performance

• Proficient computer skills, especially MS Excel, MS Word & MS Access applications

• Strong analytical, problem-solving and organizational abilities

• Ability to collaborate with other team members, yet be comfortable running detailed scheduled or ad-hoc reports independently; manage multiple tasks at the same time.

• Self-directed with a willingness to learn and follow-through projects to completion

Additional Preferred Skills:

• Experience with trust and fiduciary systems, operations and investment systems

• Working toward CIPM and/or CFA

• Experience in database analytics, data mining and data manipulation to produce accurate, high-quality work; attentive to details

• Knowledge of SS&C Sylvan and SS&C PORTIA strongly preferred, prior experience with Clearwater, FactSet and Bloomberg

***Equal Opportunity Employer/Veterans/Disabled

Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State or local law; and Holiday pay upon meeting eligibility criteria. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs which are direct hire to a client

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/

The Company will consider qualified applicants with arrest and conviction records.