Financial Analyst - Entry Level
This entry-level Financial Analyst role supports mutual fund operations, financial reporting, and analytical activities within a financial services team. The position offers broad exposure to fund oversight, budgeting, regulatory review, and board reporting, requiring strong analytical skills, effective communication, and adaptability in a hybrid work setting.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry-level Financial Analyst to join a fund-operations and financial reporting team in Stamford, CT. This long-term, full-time role provides hands-on exposure to mutual fund oversight, financial reporting, and analytical support in a hybrid work model.
- Support daily analytical and operational activities related to mutual fund custody, treasury functions, and product oversight.
- Compare security valuations to independent reference sources, with emphasis on fixed-income instruments and derivative holdings, and summarize results for pricing governance.
- Assist with custodian relationship oversight, including coordination of custody account setup and documentation.
- Review shareholder and regulatory reporting materials (annual and semiannual reports, prospectus-related filings) for accuracy and completeness.
- Contribute to preparation, tracking, and review of fund expense budgets and monitor payment activity.
- Prepare and maintain reports and presentation materials for the Board of Trustees, subadvisors, and internal leadership.
- Partner with the Director and broader team on fund events such as launches, reorganizations, closures, proxy activity, and share-class updates.
- Monitor fund programs, flag items requiring follow-up or escalation, and perform additional analysis as needed.
- Collaborate across multiple priorities in a hybrid schedule: on-site in Stamford, CT Tuesday through Thursday; remote Monday and Friday.
Who You Are (Requirements)
- 0–2 years of relevant experience in finance, accounting, investment operations, or a related analytical field.
- Proficiency in Microsoft Excel with the ability to organize data, perform analysis, and support reporting.
- Strong data-analysis skills and high accuracy when working with financial information.
- Effective verbal and written communication skills; comfortable presenting information to different audiences.
- Adaptable, detail-oriented, and able to manage varied responsibilities in a fast-paced environment.
- Ability to complete a required skills assessment with a score of 70% or higher.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline is preferred.
- Legally authorized to work in the United States.
Logistics & Compensation
- Employment type: Full-time (Long-term contract opportunity).
- Location: Stamford, Connecticut — hybrid (on-site Tue–Thu; remote Mon & Fri).
- Estimated annual compensation (from source): $112,190 per year (estimate). Exact compensation and benefits will be provided by the hiring organization during the interview/offer process.
What the Client May Offer
- Exposure to mutual fund operations, budgeting, regulatory reporting, and board materials — strong early-career learning potential.
- Benefits for contract/temporary professionals may include medical, vision, dental, life and disability insurance, and eligibility to enroll in a 401(k) plan, depending on the engagement.
- Access to training and development relevant to the role.
Recruiter note
Careertakes is acting as a third-party recruiter for this search. All references to the employer in this posting have been anonymized as "Confidential Client." Careertakes will share candidate materials with the hiring organization and may provide access to other matched opportunities on our platform.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range