Financial Analyst Junior

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate Range: $20-$23.37/Hr
Job Description:

• Operations Oversight team serves as an independent team which provides quality control, regulatory monitoring, reporting and oversight across the Private Banking Operations Department including, Lending, Margin, Collateral and Banking.
• Coverage includes activities performed by the Branch and Operations and our role is to ensure compliance with Departmental, Firm and Regulatory requirements and procedures.
• Primary responsibilities include conducting oversight of key functions performed by Operations team, monitoring and reporting of daily control reports, consolidating and providing metric reporting, performing analysis on report exceptions and supporting Internal/External audit requests.
• Operations Oversight has the key responsibility of ensuring completeness and accuracy of controls and procedures are followed across the departments for products that impact client and firm relationships and associated risks including regulatory, financial and reputational.

Responsibilities:

• The candidate will be responsible for the following:
• Prepare, monitor, analyze and distribute daily reports
• Coordinate reports and correspondence for exception items that require remediation and/or escalation
• Work closely with the product lines to ensure their operational and procedural requirements are followed.
• Prepare and distribute daily, weekly, monthly or quarterly key performance metrics
• Oversee control functions performed by offshore teams to ensure accuracy and completeness
• Ensure that escalation procedures are followed
• Provide necessary information for auditors during internal and external examsIdentify existing and potential risk, and work with other areas to minimize or eliminate the risk

Skills Required:

• Intermediate working knowledge of Outlook, Word, and ExcelAbility to create, modify, and troubleshoot Excel Macros
• Working knowledge of SharePoint
• Proven proficiency in problem resolution and demonstrated initiative
• Excellent organizational / time management skills to succeed in a high-pressure / fast paced environment
• Professional oral and written communication skills
• Superior attention to detail
• Strong research / analytical, and math skills
• Able to prioritize and multi-task
• Creative thinker to reengineer some of the current manual workflow processes including Macro development

Skills Desired:

• Process automation/VBA/SQL capabilities strongly preferred
• Experienced background in securities-based lending preferred
• Bachelor's degree; business or economics degree preferred

Top 3 Skills:

• Superior attention to detail
• Proven proficiency in problem resolution and demonstrated initiative
• Ability to create, modify, and troubleshoot Excel Macros

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:
Join ApTask, a global leader in workforce solutions and talent acquisition services, as we shape the future of work. We offer a comprehensive suite of offerings, including staffing and recruitment services, managed services, IT consulting, and project management, providing unparalleled opportunities for professional growth and development. As a member of our dynamic team, you'll have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success for our clients across diverse industries. If you are passionate about excellence, collaboration, and innovation, and aspire to make a meaningful impact in the world of work, come join us at ApTask and be a part of our mission to empower organizations to thrive.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com