Financial Analyst - Entry Level

Job Description Job Description We are looking for an entry-level Financial Analyst to join our dynamic team in Stamford, Connecticut. This 4-6month contract position is ideal for someone eager to build a career in financial services, offering a hybrid work arrangement after the initial training period. As part of a collaborative team, you will play a crucial role in ensuring the accuracy and quality of financial data and processes. Essential Functions: Process and maintain accurate and current investment, product, and industry data in databases and applications like Tableau, SharePoint, and SQL. Generate and distribute reports, charts, and data extracts. Verify the accuracy of product and investment data in deliverables such as prospectuses and marketing materials. Support responses to requests for investment and portfolio-related data. Knowledge, Skills, and Experience: Bachelor’s degree in finance, accounting, economics, or a related field. Understanding of the investment management business. Advanced technical skills, with a strong focus on Excel. Familiarity with SQL or data management software is preferred. Strong analytical skills with the ability to identify problems, collect data, and propose solutions. Detail-oriented with excellent organizational and planning abilities. Effective communication skills and the ability to work productively in both in-office and remote settings. Experience with investment-related tools such as Morningstar Direct or eVestment is a plus. Knowledge of mutual funds, SMAs, and alternative investments is an advantage. 1-2 years of work experience is preferred.

Location: Stamford, CT, US

Posted Date: 5/7/2025