Job Description

Financial Analyst

Sparks Group is seeking a Financial Analyst to work on a highly collaborative small team to gather and analyze financial information affecting investment programs of public or private institutions. The ideal candidate will have a minimum of 2 years of relative experience, strong analytical skills with the ability to manager multiple priorities. If you're seeking your next opportunity, apply now!

Responsibilities

• Act as a central point of contact for internal and external stakeholders—including portfolio managers, custodians, and clients—to resolve cash/trade breaks and communicate critical information affecting core transfer agent processes.
• Serve as a subject matter expert by performing root-cause analysis on complex data trends, identifying processing inefficiencies, and executing actionable recommendations to improve fund and cash operations.
• Lead business unit projects and organizational initiatives, ensuring adherence to quality review procedures while coordinating team members to address operational concerns and deliver timely reporting.

Qualifications/Background Profile

• Bachelors degree is highly preferred
• 2-4 years of financial and/or accounting experience
• Knowledge of Transfer Agent systems
• Advanced Excel skills with SQL, and Power Bi experience preferred

This job is Hybrid Remote.

Pay Range: Hourly $32.00 to $35.00

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

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