Senior Analyst Broker Financial Solutions Jobs

Effectively use and search the knowledge base, occasionally contributing new or updated content

Excellent communication skills, written and oral

Demonstrated ability to multi-task, prioritize, and manage customer expectations

Experience supporting and trouble-shooting web-based software applications

Preference for those with experience using diagnostic tools to help resolve customer issues

Provide world class customer support demonstrating focus and empathy to clients who have problems administering, configuring, and using the application

Excellent written and verbal communications skills with ability to present to senior management

Minimum of 3 years of relevant analytical experience in a finance/accounting position

Manage and coordinate month-end reporting for multiple products

Prepare/review/process monthly journal vouchers and manage accruals during the month-end process

Attention to detail, strong analytical skills and a customer-focused approach to solve difficult or complex problems with effective solutions

Able to manage multiple deliverables to meet deadlines and goals in fast-paced and ever-changing environment

Project management is an asset

Lead requirements-gathering sessions to extract the functional requirements

Translate functional requirements from design sessions to develop the model

3+ years experience in Financial Analysis

3+ years of consulting experience

Experience with building planning, forecasting and reporting models

Prior experience in investment analysis / modelling - preferably within financial services or asset management

Develop a deep understanding of the drivers of success within assigned product segment and articulate these effectively to senior management

University degree or equivalent work experience

Strong knowledge of investment products and services

Excellent oral and written communication skills

Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.)

This position is remote for candidates living in North America.

Effectively use and search the knowledge base, occasionally contributing new or updated content

Excellent communication skills, written and oral

Demonstrated ability to multi-task, prioritize, and manage customer expectations

Experience supporting and trouble-shooting web-based software applications

Preference for those with experience using diagnostic tools to help resolve customer issues

Excellent verbal and written communication skills

Attend to clients' needs in a timely and respectful manner

Be able to recommend a solid Financial plan/strategy that is aligned to clients' financial goals

Be able to work in a team environment

Constantly in contact with Financial institutions to provide additional information needed from clients.

Proficient with the use of Microsoft Office

This position is remote for candidates living in North America.

Effectively use and search the knowledge base, occasionally contributing new or updated content

Excellent communication skills, written and oral

Demonstrated ability to multi-task, prioritize, and manage customer expectations

Experience supporting and trouble-shooting web-based software applications

Preference for those with experience using diagnostic tools to help resolve customer issues