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Portfolio Analytics & Financial Planning Analyst

Job in Hamilton Township, Mercer County, New Jersey, USA
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
A financial services company is seeking an Investment Reporting Analyst to support financial planning and portfolio analytics. This role involves interpreting client financial data, creating operational workflows, and developing training materials. The ideal candidate will have a BA/BS degree in a related field and experience with financial planning software. Strong communication skills and attention to detail are essential for success.

This position offers competitive pay in a contract setting.
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