Veterans Sourcing Group, LLC · 1 month ago
Jr. Financial Analyst
Columbus, OH
Full-time
Onsite
New Grad, Entry Level
$23/hr - $23/hrVeterans Sourcing Group, LLC is seeking a Junior Financial Analyst to support key Client Servicing functions. The role involves analyzing and resolving issues, preparing summaries, and presenting investment tools and reports to Financial Advisors.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Support key Client Servicing functions including Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for a large network of Financial Advisors
Analyzing, researching, and resolving issues across multiple systems
Preparing combined summaries
Selecting indices
Assisting with system navigation
Explaining and presenting investment tools and reports to Financial Advisors
Qualification
Required
Knowledge of portfolio performance or risk measurement tools and statistics
Strong understanding of investment vehicles
Excellent written and verbal communication skills
Highly motivated with strong problem-solving and accountability
Ability to learn quickly and adapt in a fast-paced, deadline-driven environment
Strong organizational skills and attention to detail
Able to multitask and work both independently and within a team
Company
Veterans Sourcing Group, LLC
Welcome to the Veterans Souring Group company profile. Veterans Sourcing Group (VSG) is a “Service Disabled Veteran Owned Small Business – SDVOSB”.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase