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Sr Analyst Portfolio Services Financial Jobs in Michigan

Sr. Financial Analyst - 1566987
By RightWorks At Holland, MI, United States
Prior Experience In Manufacturing Preferred
Example Of Work Responsibilities To Start With
Program accounting / margin tracking for new programs
Weekly flash – file setup and update
Volume and mix analysis along with 13-week releases
Focus on P&L through CM

Are you looking for a challenging and rewarding role in the financial services industry? We are looking for a Sr Analyst Portfolio Services Financial to join our team and help us manage our clients' investments. You will be responsible for providing portfolio analysis and reporting, developing and implementing portfolio strategies, and providing portfolio management services. If you have a passion for financial services and a commitment to excellence, this could be the perfect opportunity for you!

Overview:

The Senior Analyst, Portfolio Services Financial is responsible for providing financial analysis and support to the Portfolio Services team. This role is responsible for developing and maintaining financial models, preparing reports, and providing guidance to the team on financial matters.

Detailed Job Description:

The Senior Analyst, Portfolio Services Financial is responsible for providing financial analysis and support to the Portfolio Services team. This role is responsible for developing and maintaining financial models, preparing reports, and providing guidance to the team on financial matters. The Senior Analyst will be responsible for analyzing financial data, developing financial models, and preparing reports to support the team’s decision making. The Senior Analyst will also be responsible for providing guidance and advice to the team on financial matters.

What is Sr Analyst Portfolio Services Financial Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Knowledge of financial analysis and modeling
• Knowledge of financial reporting
• Knowledge of accounting principles

What is Sr Analyst Portfolio Services Financial Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• 5+ years of experience in financial analysis and modeling
• CPA or CFA certification preferred

What is Sr Analyst Portfolio Services Financial Job Knowledge?

• Knowledge of financial analysis and modeling
• Knowledge of financial reporting
• Knowledge of accounting principles
• Knowledge of financial markets and instruments

What is Sr Analyst Portfolio Services Financial Job Experience?

• 5+ years of experience in financial analysis and modeling
• Experience in developing financial models
• Experience in preparing financial reports
• Experience in providing financial guidance and advice

What is Sr Analyst Portfolio Services Financial Job Responsibilities?

• Develop and maintain financial models
• Prepare financial reports
• Analyze financial data
• Provide financial guidance and advice
• Monitor financial markets and instruments
• Monitor and analyze portfolio performance
• Assist in the development of investment strategies