Sparks Group · 20 hours ago
Financial Analyst
Sparks Group is seeking a Financial Analyst to work on a highly collaborative small team to gather and analyze financial information affecting investment programs of public or private institutions. The ideal candidate will act as a central point of contact for stakeholders and lead projects to improve fund and cash operations.
Responsibilities
Act as a central point of contact for internal and external stakeholders—including portfolio managers, custodians, and clients—to resolve cash/trade breaks and communicate critical information affecting core transfer agent processes
Serve as a subject matter expert by performing root-cause analysis on complex data trends, identifying processing inefficiencies, and executing actionable recommendations to improve fund and cash operations
Lead business unit projects and organizational initiatives, ensuring adherence to quality review procedures while coordinating team members to address operational concerns and deliver timely reporting
Qualification
Required
2-4 years of financial and/or accounting experience
Knowledge of Transfer Agent systems
Preferred
Bachelor's degree is highly preferred
Advanced Excel skills with SQL, and Power Bi experience preferred
Benefits
Health and life insurance
Paid and unpaid time off
Retirement and savings plans