Financial Assets Analyst

Job Description

Financial Assets Analyst

Baltimore, MD | Onsite 5x/ week

Contract opportunities with potential for permanent hire

We’re partnering with an established wealth management firm seeking detail-oriented professionals to join its client reporting team. These roles focus on entering alternative asset transactions between financial systems and ensuring accurate portfolio data—a great opportunity to gain experience in wealth management operations.

What you’ll do:

• Enter and update alternative asset transaction data in portfolio reporting systems.
• Review entries for accuracy and completeness, helping identify and correct discrepancies.
• Work closely with the client reporting team to keep transaction records accurate and current.

What we’re looking for:

• Bachelor’s degree required; Finance, Economics, Accounting, or a related major preferred.
• Wealth management or financial services experience is helpful, including relevant internships. Recent graduates are encouraged to apply.
• Some familiarity with alternative assets is a plus.
• Strong attention to detail, organization, and comfort with repetitive, accuracy-focused work.
• Proficiency in Excel and Microsoft Office.

F ully Onsite.

Several contractors hired for this team earlier this year have already converted to permanent positions.

Please apply with a current resume to get started.