Financial Analyst – Entry Level

Financial Analyst – Entry Level

Location: Chicago, IL

Comp: $68-75K/year

We are working with a prominent financial services organization to find a dedicated Financial Analyst to join their operations team overseeing their Asset & Wealth Management division in Chicago. This position provides a fantastic opportunity to advance your career in operations, where you’ll apply your due diligence expertise, support key client onboarding processes, and work in a fast-paced, collaborative setting.

What You’ll Be Doing:

• Assist in the due diligence process for new and existing Third-Party Distributors and other intermediaries, ensuring thorough evaluation.
• Build your expertise in the firm’s Global Framework and develop a strong understanding of its processes.
• Take a lead role in managing the due diligence review process for Third-Party Distributors, guiding it from start to finish until the agreement is signed.
• Collaborate with internal teams to gather approvals and feedback throughout the review process.

Qualifications:

• Completed bachelor’s degree
• Interest or knowledge in financial markets and products.
• Willingness to take on special projects, including things like automation initiatives or exploring new business lines
• Ability to work closely with the Sales team to ensure smooth distributor onboarding and collaborate with different departments to get agreements finalized
• Be ready for ad hoc tasks like reviewing red flags, supporting dealer terminations, and monitoring reports
• Strong written and verbal communication skills, with a focus on excellent client service.
• Proficiency in Microsoft Office—Excel, PowerPoint, and Word.
• Experience or interest in Client Onboarding, Customer Identification Programs (CIP), or Know Your Customer (KYC) processes is a plus.
• Some familiarity with the structure of trading counterparts would be helpful but not required.
• Self-motivated, proactive, and a team player who can take ownership of projects and stay organized while juggling multiple priorities.
• Comfortable working under pressure in a team setting.
• Strong analytical and problem-solving skills, with an eye for detail to communicate complex ideas to internal teams.

What's in It for You:

• Gain hands-on experience in a dynamic and supportive environment.
• Develop your understanding of the financial industry and client onboarding.
• Collaborate with a diverse team of professionals.
• Competitive Compensation
• Medical Benefits, PTO, Weekly Pay

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.