Investment Reporting Analyst

Title: Investment Reporting AnalystLocation: Hamilton OR Jersey City ,NJPosition Type: ContractCompensationPay Range:$36.75-$52.50 Per HrJob DescriptionThis position is part of a team responsible for financial planning and portfolio analytics, requiring collaboration with various stakeholders.The role is based in Hamilton, OR or Jersey City, NJ, and requires hybrid work.The candidate will work with generic financial technologies to enhance platform capabilities and support field operations.Key ResponsibilitiesInterpret client financial data, model scenarios, and assist in delivering financial planning and analysis.Create and improve operational workflows for technology and process management.Develop training materials to educate advisors on planning, analysis, and projections.Assess the accuracy of models and reporting, identifying trends and opportunities for improvement.Serve as a liaison between field teams and vendor support to resolve data-related issues.QualificationsBA/BS degree in Finance, Mathematics, or related field; relevant experience is welcome.Experience With Financial Planning And Portfolio Analytic Software Preferred.Experience with asset allocation analysis, portfolio composition, and risk analysis preferred.Strong communication skills to work cross-functionally across teams.High attention to detail, ensuring data and reporting accuracy.Core TechnologiesFinancial Planning Software | Portfolio Analytics Software | Data Analysis ToolsOnboarding ExpectationsLearn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4EEO StatementLearn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement