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Financial Analyst
Ref No.: 18-08233
Location: New York, New York
*Candidates must be willing to work West Coast hours* 10:30am - 7:30pm ET, daily
Some additional feedback below regarding soft skills, as well as the technologies / tools that are listed in the job spec:
We would like someone who can/is:
  • Able to work in fast-paced environment
  • Able to meet deadlines and handle competing priorities
  • Coachable
I wouldn’t expect consultants to have any experience with CMS, RBW or our dashboards (all MS proprietary software I believe). So for those no previous experience needed, we can teach them.
HTML and SQL are preferred, not required. And some experience with testing out functionality/enhancements would be useful if possible. Additionally for soft skills, a good communicator and someone who is responsive (i.e., emails) is a plus as well!
Job Responsibilities:
  • 3-5 years of experience in financial services
  • Manage various business and functional requirements associated with Analytics and Insights Platform.
  • Manage various threads of work associated with content creation and distribution.
  • Help create and maintain various types of automation capabilities to assist with content creation and distribution.
  • Leverage extensive financial product knowledge to help target actionable ideas that will help Financial Advisors better manage their books of business.
  • Partner with business/product areas to develop specific distribution strategies for their investment ideas and help them target those ideas to the appropriate FA segments based on their portfolio, behavior and preferences.
  • Help manage various user acceptance testing deliverables.
  • Help manage various ad hoc and analytical tasks that are needed to support the various insights and analytics platforms.
  • Helping the various business partners articulate their analytical requirements.
Use of technologies and tools such as:
  • Microsoft Office
  • Interwoven Content Management System (CMS)
  • SQL
  • HTML
  • Rule Based Wizard (RBW)
  • Insights
  • Dashboards
  • Unified Functional Testing (UFT)