Financial Analyst - Entry Level
Dallas, TX (In-Office) – Must be local to DFW area
$47-56K/year
We’re looking for a motivated and detail-oriented Financial Analyst to join our Asset Management team. As a Financial Analyst, you'll manage client accounts from an operations perspective, coordinating across teams and partners to ensure smooth account events, resolving operational issues, and providing leadership on regulatory and process improvements
If you're eager to grow your career in finance and make a real impact, we'd love to hear from you!
Financial Analyst Responsibilities:
Manage client accounts, acting as the main point of contact and coordinating across teams to ensure smooth operations.
Collaborate with partners like custodians and brokers to establish workflows and address service requests.
Interpret client requirements from legal and business documentation to implement operational processes.
Oversee internal controls and accounting accuracy to maintain a compliant and efficient investment management process.
Identify and resolve operational issues proactively while contributing to process improvements and regulatory compliance.
Qualities of the Ideal Financial Analyst Candidate:
Bachelor's Degree
Detail-oriented
Effective under pressure in fast-paced environments
Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
Be highly collaborative, team-oriented and strong consensus builder
Demonstrate strong communication and interpersonal skills both written and oral
1-2 years’ relevant experience in operations or financial services (preferred)
Risk management focus (preferred)
Why You Want to Work Here:
Gain experience with a Leading Global Financial Firm
Medical benefits
PTO
Monday to Friday Schedules
Collaborative and diverse working environment
PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.
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