Financial Analyst - Entry LevelRobert Half

Description

We are hiring a Financial Analyst to support the Product Services function of a financial services organization based in Stamford, Connecticut. This is a long-term contract opportunity designed for a professional who wants to deepen their experience in fund operations, reporting, and financial analysis within a hybrid team environment. The position provides meaningful exposure to mutual fund administration, regulatory filings, budgeting support, and materials prepared for board review. It is a strong opportunity for someone who is proactive, detail focused, and comfortable balancing multiple deadlines.

Position Summary:

This role will take on expanding responsibilities across financial reporting, fund accounting, tax support, and valuation oversight for the Product Services team. The ideal candidate brings solid accounting and analytical skills, strong attention to detail, and the ability to manage a high volume of work with accuracy and timeliness. This person will partner with cross-functional teams on a range of initiatives, develop strong internal relationships, evaluate financial information, identify potential issues, and help support a strong controls framework across mutual funds, ETFs, and alternative investment products.

Requirements

Key Responsibilities:

• Analyze and review financial and regulatory filings for mutual funds, ETFs, and alternative investment products, including monthly N-PORT filings, quarterly holdings reports, and annual and semi-annual reporting

• Coordinate with internal business partners and third-party service providers to confirm the completeness and accuracy of daily NAV calculations

• Assist with tax-related fund activities, including validation of reporting data, support for periodic fund distributions, and year-end tax reporting requirements

• Complete valuation oversight procedures and control reviews to assess reasonableness, flag exceptions, and help drive issue resolution

• Provide support for special projects tied to alternative investment products, including review of general partner notices, daily P& L reconciliation activity, and monitoring of unfunded commitments and credit facility usage

• Perform asset and cash reconciliation work, including researching discrepancies and helping resolve outstanding items

• Help prepare and maintain recurring fund reporting for both internal stakeholders and external audiences

• Assist in developing, analyzing, and interpreting financial metrics and operational reporting

• Contribute to process improvement efforts and special initiatives focused on improving efficiency, scalability, and internal controls

• Manage competing priorities in a hybrid schedule, working on site in Stamford Tuesday through Thursday and remotely on Monday and Friday

Qualifications and Core Strengths:

• Strong numerical and analytical ability paired with exceptional attention to accuracy and detail

• Advanced Excel skills, including the ability to work efficiently with complex data and reporting

• Solid knowledge of mutual fund accounting, including review of transactions, journal entries, and balance sheet components such as net income and capital activity

• Working knowledge of financial instruments, including equities, fixed income securities, and derivatives

• Clear written and verbal communication skills, with the ability to collaborate effectively across teams and business functions

• Proven critical thinking and problem-solving skills, including the ability to assess issues, evaluate risk, identify root causes, and propose practical recommendations

• Excellent time management and organizational skills, with the ability to handle multiple priorities, meet deadlines, and work proactively in a fast-moving environment

Qualifications and Experience:

Preferably 3+ years of experience in financial analysis, and/or accounting

Experience supporting financial reporting for registered investment companies

Experience with alternative investment products, preferred

ETF operational or reporting experience, preferred

Proficiency in Microsoft Copilot, Outlook, Word, Excel, and PowerPoint

Familiarity with AI-enabled tools with an interest in leveraging technology to enhance workflows

Bachelors degree in Finance, Accounting, Economics, Business, or a related discipline is preferred

Robert Half is the worlds first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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