Fund Based Financial Analyst

Experienced Commentary Investment Writer with key role and responsibility to delivering financial content as writers Asset Management managing content deadlines and collaborating closely with investment teams to produce insightful and engaging market commentary The ideal candidate will have a strong understanding of financial markets investment strategies...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Fund Accounting - Analyst The Company NTT DATA Services is a top 10 global services company and part of the NTT Group a Fortune 29 telecommunications and services company based in Japan We operate with 60 000 professionals in 36 countries Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed...

Position: Financial Analyst / ManagerIndustry: NBFC / FintechKey Responsibilities:Build and maintain financial and portfolio models; perform forecasting, scenario, and sensitivity analysis.Conduct variance and performance analysis to identify key revenue and cost drivers.Prepare and automate financial reports (AUM, yield, CoR, PAT, etc.) and present insights...

The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

**Job Summary**: **Key Responsibilities**: - Assess client needs and explain available loan options based on eligibility, company policies, and risk assessment. - Conduct credit checks, analyze financial profiles, and provide pre-approvals or recommendations for next steps. - Clearly explain terms and conditions, repayment schedules, and any applicable fees...

The Fund Accounting Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations NAVs for funds and the distribution of associated unit prices...

We are seeking a Business Analyst for Reporting and Analytics division. This role will be primarily focused on supporting regular reports and analysis for multiple functions. The role will also be responsible for the transition of excel reports to Power BI and automate the current reports using Python or Data Lake. **Responsibilities** - Understand the...

**Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

Support Analyst (Application)BSI Financial Services BSI Financial Services is a FinTech company specialized in technology-based financial solutions and services for the mortgage industry. We are a people-focused, growth-oriented, innovative company and we're looking for people like you to make a positive change and join our team todayJob SummaryWe are...