What are the responsibilities and job description for the Special Projects Analyst position at Confidential Investment Firm?
Our firm is seeking a dynamic, highly motivated individual with relevant experience, ideally in the financial services industry, to work closely with an experienced staff of professionals in a collaborative environment. This person will be detail oriented with excellent written and verbal communication skills who is able to manage multiple tasks while exercising a high level of confidentiality with an efficient approach to work. Our clients expect discretion, and we pride ourselves on our exemplary client service. This is an in person / office role with the opportunity to grow alongside the business.
Details of the position include :
Hours of 8 : 30 a.m. to 5 : 30 p.m.
Competitive salary and bonus
Health Insurance (100% paid by employer)
Parking (paid by employer)
SEP IRA (funded by employer after 1 year of employment)
Responsibilities would include :
This position will work closely with the firm’s managing partner, office manager, and operations manager.
Prepare documents, including correspondence, spreadsheets, and presentations (including graphics and charts) for prospective and current clients, as well as internal analysis.
Heavy Excel spreadsheet and graphing functions.
Utilize and generate reports from APX portfolio accounting software.
Support portfolio management and operations by using Bloomberg terminal to generate and analyze reports.
Maintain organized electronic and physical files.
Contribute to the team and support operations and staff members as requested with a positive, solutions-oriented approach.
Proactively provide administrative support with diligence and accuracy.
Maintain key contact lists and ensure information is up to date.
Develop an understanding of the company’s business entities and strategies in order to work effectively with all levels of employees and clients.
Interact with internal and external parties with polish and professionalism.
Office functions to include receiving and greeting clients, management teams and other guests in person or via phone as well when answering and / or directing inquiries.
Perform other administrative duties as assigned.
Criteria and Qualifications :
Ownership mentality with a high-level of personal accountability and reliability.
Ability to handle clients’ financial information with a high level of confidentiality and discretion.
Must have exceptional verbal and written communication skills in order to communicate in a professional manner.
Excellent time management skills, highly organized and strong attention to detail and accuracy.
Strong analytical skills.
Must be able to multi-task, be self-motivated and dependable.
Ability to creatively solve a constantly changing stream of requests and to take initiative and pursue the role with passion and excellence.
Strong work ethic with a results-oriented mindset that can manage and prioritize multiple workflows in a highly dynamic staff environment.
Willing to flex beyond the specific scope of the role as needed for the benefit of clients and the staff.
Minimum experience requirements : Minimum 5 years of experience in a similar role supporting senior executives.
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