Financial Analyst Jobs in Massachusetts

Job Title: Financial Analyst - SBU Company: The Bank of New York Mellon Corporation Location: Boston, MA Description: BNY Mellon Asset Management has developed the Shared Billing Unit in support of client billing activities for various investment management subsidiaries. The analystwill be responsible for functions in support of an account base of 1500 client records. The billing system is designed specifically for investment management billing and supports multiple investment managers for the firm.You will be responsible for the set up and closing of accounts, maintenance of checks and balances between the unit and subsidiaries, the preparation of invoices, and distribution invoices within established quality standards. The incumbent will also communicate invoice and accrual details to the subsidiaries and complete control reports as needed.You will be responsible for maintaining physical client records that correspond to contracts and fee schedules on behalf of the subsidiaries.You may also handle cash processing by posting incoming payments. The ability to write and maintain clear procedures relating to the assignments is critical.You will be expected to respond to ad hoc requests from internal and external clients as needed. The position will have peak production periods that will require focus and attention to complex details related to institutional clients invoices.

Job Title: AVP Senior Financial Analyst - Finance Business Support Company: Bank Of America Location: Boston, MA Description: Day to day interface with business partners Development and execution of strategic and tactical forecasts and plans Metrics reporting and interpretation Accounting close and management close each month Provide financial reportiong and analytics / Presentation of analytical results to senior management Develop complex business cases Evaluate financial impacts of business decisions

Job Title: Financial Analyst (Fully Paid) Company: Bank Of America Location: Burlington, MA Description: The Wealth Analyst assists the Private Wealth Advisor/Financial Advisor implement the wealth management process by gathering, comparing, analyzing, and communicating investment research data to both the Financial Advisor and clients to facilitate the investment allocation process. Wealth Analysts are also responsible for learning about the various investment platforms, products, and services within the firm and understanding how they can be effectively utilized to meet a client's investment needs and goals. Depending on the size of the Financial Advisor's team, Wealth Analysts may serve as a backup for the Client Associate. Review, research, understand, and communicate to the Financial Advisor market trends and their impact on various investment products as they relate to client portfolios Monitor client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers against appropriate benchmarks Analyze client portfolios on a periodic basis with the Financial Advisor to determine if portfolio re-balances are needed Access various internal applications to monitor and identify investment managers whose performance may require investigation Understand the firm's various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the Financial Advisor new developments Using internal and external tools, work with the Administrative Manager Coordinate with the Administrative Manager to ensure all client facing materials are reviewed and retained in accordance with the firm's risk management guidelines Create Monthly Performance Reports within firm compliance guidelines by gathering client investment data (i.e. securities owned by a client) and develop a customized book that presents their securities benchmarked against comparable indexes Research and gather information on client prospects using publicly available resources Create customized pitchbooks that meet each prospects unique investment needs and interests Utilize ML research as well as outside resources to build asset allocation spreadsheets in Excel Assist Financial Advisor and Client Associates with customer service and administrative tasks by answering phones, researching client inquiries, and providing timely solutions Attend new prospect meetings to learn full sales cycle May execute trades on behalf of the client based on instructions from the Financial Advisor Take part in professional designations, continuing education

Job Title: Senior Financial Analyst Company: Kforce Finance & Accounting Staffing Location: Westborough, MA Description: .mainbody .RightColumn .LeftColumn a .jlocation .jdetail .jtitle .jdescription .jFontstyle14 .jFontstats .jFontstyle13 .jFontstyle16 .jFontstyle17 .position .jFontstats Status: Full-Time, Temp Level: 2-5 Years Experience Job Location: Westborough, MA Job Ref Code: FAEQG969624 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . About Kforce Finance & Accounting . . . . . . . . . . . . . . . . With over 45 years of experience, Kforce continues to set the standard in the finance & accounting staffing & solutions industry. With an unwavering commitment, Kforce strives to provide candidates with exceptional service in meeting their employment and career needs. Kforce provides consulting, contract-to-hire or direct hire positions with a wide range of organizations; from small, privately held companies to large, multinationals. Our finance & accounting specialty areas include: accounting, finance, compliance, audit, credit/collections/financial administration, title/escrow, mortgage, banking/credit union, administrative and insurance. Backed by approximately 1,900 staffing specialists, Kforce is committed to "Great People = Great Results" for our valued clients and candidates. Our Firm operates with 62 offices in 41 markets in North America and two in the Philippines. Kforce is an EEO/AA Employer . POSITION Senior Financial Analyst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Description: We are currently looking for a Senior Financial Analyst to assist one of our MetroWest clients. This is a temporary role. Please send your resume to Register to View if you meet all of the criteria.Candidates must have the following recent experience: Tracking headcountCapital and OpExFinancial analysisOracle, Hyperion, and Advanced MS EXCEL including macros, pivot tables, and V-LookupsBudgeting and forecastingData manipulationApply for this job Great People = Great Results