What are the responsibilities and job description for the Junior Financial Data Analyst position at Insight Global?
must sit in Charlotte, NC!
Job Title : Jr Financial Data Analyst
Location : Charlotte, NC (3x / week onsite, 5x / week onsite for first month while training)
Duration : Contract through May 2025 - extensions likely
Pay Rate : 32-37 / hr
MUST HAVE
- Bachelor’s degree in finance / economics / business
- 1-3 years’ professional experience in financial services industry
- Ability to multi-task and operate under high pressure situations.
- Strong Microsoft skills (Excel, Word, Access, etc.). Excellent communication skills both verbal and written.
- Interpersonal skills must be very strong and capable as working in a team environment.
- Must have a keen ability to efficiently manage time and priorities.
- Must be able to bring proactive and innovative business processing solutions to completion within deadlines and with minimal risk to the organization
DAY TO DAY
Insight Global is seeking a Financial Analyst plays an integral role in the support of hedge fund & Prime Brokerage clients and our institutional trade desks. The position includes providing operational support to the front-line business unit and Clients directly on reporting and trade research. Responsibilities include but aren't limited to : Providing status of all trades for client which are unmatched or performing fails management and conducting investigations in regard to disputes, erroneous trade bookings and settlements.
Other responsibilities include internal reconciliation of all Prime Broker Client transactions, following up with clients and contra brokers directly to resolve aged fails, providing settlement status to clients intra-day, and performing and presenting client metrics analysis. Being able to take data and articulate a story to clients, the business, counterparties with the aim to be influential for the better. Continuous Improvement is an essential part of the culture within the greater group, challenging the status quo and innovating to find efficiencies within processing. The role includes interaction with the Front Office Business Unit and other internal support departments such as Trade Processing, Settlement, Corporate Actions and Operations Risk management.
