Insight Global is seeking an Entry Level Financial Analyst for one of our asset management clients. This person will join a team of 18 people to support their current initiatives, including new investment product launches. They will be responsible for processing, maintaining, and distributing accurate and current investment and product data in various databases and software, including Tableau, Sharepoint, and SQL. This position will involve working with large volumes of product and industry data (i.e., performance, assets, flows, fees, characteristics) for multiple investment vehicles, including mutual funds, separate accounts (SMAs), and alternative investments. This person will be responsible for verifying the accuracy of product and investment data and transfers the data into reports for both internal and external use. They will assist the team in responding to requests for investment and portfolio-related data. This role will be performed three days a week on-site in Stamford and two days from a home office. This pay is between 18-25/hr depending on experience.
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Knowledge of investment-related programs (Morningstar Direct, eVestment, etc.)
Familiarity with mutual funds, separate accounts (SMAs), and alternative investments
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.