Financial Analyst

 
Location: Pennington, New Jersey
Posted On: 8/7/2017
Job Code: 7556_FA_NJ
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Job Description
 
Description
• The Institutional Performance Report is a performance measurement tool used by the field to perform the process.
• This supporting document is produced in two phases; data gathering and report production.
• Both of these functions are facilitated by outside vendors.
• This Analyst will support the domestic branch network with inquiries related to these performance reports.
• This role is a liaison between the Financial Advisor (FA) and the vendors regarding any inquiry. Inquiries will be received by phone and e-mail.
• Primary responsibilities include the resolution of inquiries, quality assurance.
• Performance processes will be monitored and verified as appropriate with prompt resolution for all exception items.
• Frequent contact with branch office personnel required to research and to resolve performance data issues will exist.
• Specific responsibilities will include analyzing portfolio performance, quality checking the work performed by outside vendors, support and partnership with the FA community, and facilitating adjustments to the performance measurement system as needed.
Category:IT  code:new
 
 
Job Requirements
 
 
MS Access, MS Excel, Compliance, Quality Assurance, MS Word, COM, Research
 

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Contact Details
 
Recruiter
Mohammed Malik
 
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