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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

  • Fun and rewarding place to work
  • Generous paid vacation and sick time
  • Access to excellent health insurance
  • 11 paid holidays per year
  • Competitive salary

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.

These skills are a plus:
  • FINRA TRACE/TRAQS reporting
  • Experience supporting traders and sales team
  • SQL, Bloomberg, OMGEO

The Patriot Group, Inc. (TPGI)
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