RESPONSIBILITIES:
Kforce has a client that is seeking a Financial Analyst in Minneapolis, MN.Key Responsibilities:- Financial Analyst will generate and analyze performance returns for accounts in the firm's performance measurement system, researching and resolving any discrepancies that arise promptly
- Set up and maintain new client accounts and benchmarks in the performance system
- Monitor and reconcile benchmark data information received from index providers, resolving any data problems, and manage internal benchmark records
- Use performance data from various systems to calculate, analyze and interpret data for the purpose of determining contributing factors to performance results in comparison to benchmarks
- Calculate and maintain performance composites in compliance with GIPS; Update and maintain necessary composite documents and disclosures; Assist in maintaining firm's adherence to GIPS and maintaining GIPS verification records and other documents
- Complete internal/external client performance requests, support firm's RFP processes and produce performance related materials for consultant databases
- As a Financial Analyst, you will conduct ongoing reporting or ad hoc reporting as needed at an excellent service level
- Demonstrate a basic understanding of the flow of firm's information to accounting and performance systems and use that knowledge to troubleshoot problems
- Contribute ideas for and assist in the implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects, or other process enhancements
REQUIREMENTS:
- Bachelor's degree, or equivalent work experience (mathematics/statistics, finance, or equivalent field preferred)
- Five plus years of related experience
- Three to five years of experience in operations/technology project management activities
- A solid, detailed understanding of performance and attribution calculations and methodologies
- Understand investment concepts, portfolio accounting, security types, accruals and how transactions affect performance
- Proficient computer skills, especially MS Excel, MS Word & MS Access applications
- Strong analytical, problem-solving, and organizational abilities
- Self-directed with a willingness to learn and follow-through projects to completion
- Ability to collaborate with other team members, yet be comfortable running detailed scheduled or ad-hoc reports independently; Manage multiple tasks at the same time
- Working toward CIPM and/or CFA
- Experience with trust and fiduciary systems, operations, and investment systems
- Experience in database analytics, data mining and data manipulation to produce accurate, high-quality work, attentive to details
- Knowledge of SS&C Sylvan and SS&C PORTIA strongly preferred, prior experience with Clearwater, FactSet and Bloomberg
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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