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Financial Analyst (Level I)
Ref No.: 18-19685
Location: Pennington, New Jersey
Our Performance Reporting teams are responsible for ensuring the accuracy of all performance data as well as timeliness of periodic performance reports. The Performance Reporting Analyst will conduct proactive quality assurance, problem resolution, and provide ongoing assistance to Branch Offices, Portfolio Managers and internal partners with respect to performance analytics and reporting. Reports supported include monthly/quarterly/annual performance reports, as well as ad-hoc performance reporting.


Specific responsibilities will include analyzing portfolio performance, quality assuring the work performed by internal tools and outside vendors, support and partner with the Financial Advisor/Portfolio Manager community, and facilitate adjustments to the investment performance measurement systems as needed.

This Analyst will support inquiries via email and phone. This role is also a liaison between Bank branch offices and external vendors regarding any inquiry related to investment performance reports. Additional responsibilities will include the testing of all systems enhancements and new development, and understanding of US Trust performance calculations.

Required skills:
• Finance, Math and/or statistics background
• Professional demeanor
• This individual must have excellent interpersonal skills, highly self-motivated and be able to work independently
• Decision making skills and analytical skills
• Flexibility and adeptness
• Excellent written and verbal communication skills and organizational skills
• Ability to work effectively in a team environment while achieving individual goals
• Strong relationship building skills
• Ability to multi-task and work in a fast-paced team environment
• High level of attention to detail
• Proficiency with Microsoft Excel, Word, PowerPoint and Access

Desired Skills:
• 2 – 3 years prior experience in the financial industry
• Investment performance reporting knowledge
• Ability to troubleshoot complex investment performance problems
• Prior experience providing customer service
• Detailed and analytical