Investment Analyst Jobs

Immediate need for a talented Investment Analyst. This is a 11+ Months contract opportunity with long-term potential and is located in Columbus OH (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID: 23-27220

Pay Range: $17.50/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Perform other duties including project work as assigned.
• Perform reconciliations of all securities held across all systems and all custody types. Resolve variances with corresponding party (internal and external).
• Perform cash reconciliations for all legal entities on a daily basis.
• Maintain Client’s Accounting book-of-record (ABOR) through processing securities and loan transactions as well as subsequent investment life-cycle events.
• Perform comprehensive reviews of open payables, open receivables, unapplied cash for all assigned CUSIPs and review all trades across assigned portfolios.
• Work closely with Front Office traders and analysts, third party managers, custodians and the Operations Middle Office to ensure timely, accurate and efficient settlement of trades, income and corporate actions.
• Partner with Middle Office Operations, Data Management and Reporting, Front Office, IT and Investment Controllership to resolve data and reporting issues.

Key Requirements and Technology Experience:

• Experience: experience in investments, accounting, or equivalent experience within the financial services industry.
• Intermediate computer skills and some advanced knowledge of Microsoft Excel is preferred.
• Education: Bachelor’s Degree in business, finance or an equivalent field.
• Other important skills/competencies include: Action Oriented, Continuous Improvement, Process Management, Priority Focused and ability to work in a fast paced environment.
• The most important skills/competencies are Effective Verbal/Written Communication, Business Acumen and Technical/Professional Knowledge, including a solid understanding of the investments process and relative security types.

Our client is a leading Insurance organization and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply today for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.