Junior Financial Analyst jobs in United States
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Russell Tobin · 2 hours ago

Junior Financial Analyst

Russell Tobin & Associates is currently hiring for a Junior Financial Analyst in Columbus, Ohio. The Junior Financial Analyst will support the Client Servicing departments by analyzing and reconciling issues, creating summaries, and providing necessary reports for Financial Advisors.

ConsultingHuman ResourcesLegalStaffing Agency
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Hiring Manager
Terell Cannon
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Responsibilities

Support the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements
Analyzing, researching, and reconciling issues across multiple platforms
Creating combined summaries
Selecting indices
Providing system navigation
Explaining and presenting dynamic investment tools and reports needed by Financial Advisors

Qualification

Portfolio performance analysisFinancial analysis softwareMicrosoft ExcelFinancial regulations knowledgeInvestment vehicles understandingProblem-solving skillsCommunication skillsOrganizational skillsTeamworkSelf-motivated

Required

Knowledge of portfolio performance or risk measurement statistics and tools
Bachelor's Degree
1-2 years experience in financial services
Strong problem-solving skills and personal accountability
Excellent communication and listening abilities
Solid understanding of investment vehicles
Quick learner with the ability to apply knowledge effectively
Ability to prioritize and excel in a fast-paced environment
Strong organizational skills and attention to detail
Self-motivated and able to work both independently and in a team
Must be authorized to work in the United States

Preferred

Experience with financial analysis software and tools
Familiarity with financial regulations and compliance standards
Proficiency in Microsoft Excel
Experience in client service roles within the financial sector

Benefits

Comprehensive medical, dental, and vision coverage
401(k) retirement savings plan
Life and disability insurance options
Pet insurance
Employee discounts
Access to an employee assistance program
Identity theft protection
Legal support

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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