Financial Data Analyst - Finance Industry (Military Veterans Wanted)
Newport Beach, CA · Accounting/Finance
Financial Data Analyst - Finance Industry (Military Veterans Wanted) Work for a well-respected minority investment bank and institutional brokerage firm in Orange County. With a great leadership team, incredible employee appreciation and undeniable chances to grow – look what we have to offer you!
Pay: Salary $75,000-80,000
A Service-Disabled-Veteran Owned minority investment bank and institutional brokerage company.
Investment banking services for primary debt and equity capital market transactions and better execution for institutional clients focused on domestic and international equities and more.
Growing small business with personal and professional growth
FEATURES AND BENEFITS:
Fun and rewarding place to work
Generous paid vacation and sick time
Access to excellent health insurance
11 paid holidays per year
ROLE YOU WILL PLAY: Are you someone seeking a challenging financial technical role with a room for both personal and professional growth? If this is you then please read on!
We are seeking an experienced Financial Data Analyst to work with the company operations team. Candidates should have previous broker/dealer experience. The ideal person should be detail oriented, able to multitask, and excel at problem solving.
Must be able to work NYSE trading hours 5:00 NLT 6:00 AM start to 2-3:00 PM
Responsibilities include, but are not limited to:
Familiar with trade clearing and settlement process
Proficient in Excel (Pivot Tables, Macros, VBA)***
Collaborate to gather requirements for new reporting and enhancements to existing reports
Perform data analyst and reporting for effective business decisions
Interface between end users and systems applications for all issues
Create, generate, streamline, daily/monthly reports in Access & Excel
Supporting stock traders and sales team
Working closely with the company’s accounting team
Newport Beach is one of the top communities in California.
Living in Newport Beach area offers residents great shopping and lots of restaurants. It’s where the city meets the Pacific Ocean
Located at beaches of Orange County and close to John Wayne Airport (SNA). The location opens up an endless possibility of fun recreational activities and more.
Experience with general accounting methods debit/credits
Familiar with brokerage/dealer firm with an understanding of trade clearing & settlement
Advanced skills in MS Excel (Pivot Tables, Macros, VBA)
Proficient with MS Access
Bachelor’s Degree in Finance, Accounting, Business or similar.