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Investment Reporting Analyst
Job in
Hamilton Township, Mercer County, New Jersey, USA
Listed on 2026-02-05
Listing for:
Mitchell Martin Inc.
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Overview
Job Description This position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders.
Title: Investment Reporting Analyst
Location: Hamilton OR Jersey City, NJ
Position Type: Contract
Compensation: Pay Range: $36.75-$52.50 Per Hr
Responsibilities- Interpret client financial data, model scenarios, and assist in delivering financial planning and analysis.
- Create and improve operational workflows for technology and process management.
- Develop training materials to educate advisors on planning, analysis, and projections.
- Assess the accuracy of models and reporting, identifying trends and opportunities for improvement.
- Serve as a liaison between field teams and vendor support to resolve data-related issues.
- BA/BS degree in Finance, Mathematics, or related field; relevant experience is welcome.
- Experience with financial planning and portfolio analytic software preferred.
- Experience with asset allocation analysis, portfolio composition, and risk analysis preferred.
- Strong communication skills to work cross-functionally across teams.
- High attention to detail, ensuring data and reporting accuracy.
- Financial Planning Software
- Portfolio Analytics Software
- Data Analysis Tools
Vibha Malik,
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