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Form of workJob Description
Junior Financial Analyst
12 month contract
NYC - This is a Hybrid Role - Onsite 3 days per week (Monday, Tuesday, and Wednesday)
Client is seeking an Entry Level Financial Analyst. In this role, you will be a key point of contact for brokers, handling quote requests, addressing general Structured Settlement inquiries, and providing support for unique case-based solutions. You'll collaborate with various departments, including medical underwriting, sales, new business, operations, and Financial Controls units.
Key Responsibilities:
- Respond to broker requests for pricing commitments promptly and accurately.
- Adjust quotes to reflect changes in premium or benefit amounts, using creative solutions where necessary.
- Perform financial underwriting for quotes outside of guidelines or daily requests, following product guidelines.
- Act as a liaison between brokers and internal departments (Sales, Medical Underwriting, Administration).
- Develop daily pricing rates from Bloomberg data and maintain an Excel database.
- Ensure compliance with audit and review requirements and timeframes.
- Assist with ad-hoc projects as needed.
Essential Business Experience and Technical Skills:
- Bachelor's degree and/or 2+ years of experience in a high-volume, high-producing environment.
- 1-3 years of office-based experience in finance.
- Proficiency in Microsoft Office, including Outlook, Excel, Word, and Access.
- Strong organizational skills, capable of managing multiple tasks and delivering high volumes of quotes within tight deadlines.
- Excellent verbal and written communication skills for interactions with brokers, lawyers, plaintiffs, and other stakeholders.
- Good understanding of the theory of interest and present value calculations.
- Ability to work collaboratively in a team to meet service standards in terms of deadlines and accuracy.
Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
