Financial Analyst

Job Description

Job Description

Job Title: Financial Analyst

Job Description

The Financial Analyst gathers, analyzes, and interprets financial information to support investment programs for institutional clients. This role focuses on quantitative analysis of data affecting investment activities, transfer agent processes, and fund and cash operations, and is responsible for clearly communicating financial insights and recommendations to internal and external stakeholders.

Responsibilities

• Collect, analyze, and communicate financial and operational information that impacts core transfer agent processes, working closely with investment operations, fund accounting staff, relationship managers, portfolio managers, custodians, and clients.
• Respond to inquiries related to cash and trade breaks and other operational issues from internal and external business partners, resolving straightforward issues and escalating more complex problems appropriately.
• Complete complex data analysis to support investment and operational decision-making, including identifying trends, performing root-cause analysis, and executing on recommended actions.
• Serve as a subject matter expert on moderately complex matters related to transfer agent fund and cash operations, providing guidance on complex transactions and coordinating with internal and external groups to ensure accurate and timely processing.
• Direct escalations to senior-level staff when necessary and represent the team in projects, meetings, and discussions with business partners and vendors.
• Identify processing inefficiencies in transfer agent and cash operations, develop recommendations for improvement, and deliver actionable resolution support to the assigned business unit.
• Ensure adherence to quality review procedures in data analysis and reporting, maintaining high standards of accuracy and reliability in all deliverables.
• Lead business unit-specific projects and participate in broader organizational initiatives, including planning, execution, and monitoring of project milestones.
• Work with leadership to identify areas of concern in processes or reporting, propose solutions, and manage follow-up activities to ensure timely resolution.
• Coordinate team members and resources to accomplish project goals, ensuring timely delivery of required materials, reports, and documentation.

Essential Skills

• Proven experience in financial analysis, including gathering, interpreting, and presenting financial data.
• Strong understanding of finance principles and investment-related processes.
• Demonstrated ability to perform detailed reporting and quantitative analysis.
• Strong attention to detail with a commitment to accuracy and quality in data and reporting.
• Self-starter mindset with the ability to work proactively and manage multiple tasks and projects.
• Effective verbal and written communication skills for interacting with internal teams, external partners, and clients.
• Ability to analyze trends, perform root-cause analysis, and translate findings into practical recommendations.
• Capability to serve as a subject matter expert in transfer agent fund and cash operations and complex transaction processing.
• Experience coordinating cross-functional activities and working with diverse stakeholder groups.

Additional Skills & Qualifications

• Background in finance, accounting, or a related analytical discipline.
• Experience working with investment operations, fund accounting, and custodial services.
• Familiarity with transfer agent processes and cash operations within financial services.
• Experience leading or contributing to business unit projects and organizational initiatives.
• Ability to identify process inefficiencies and support continuous improvement efforts.
• Comfort representing a team in meetings with business partners and vendors.

Work Environment

This role follows a hybrid work schedule with four days on site and Fridays worked from home in Owings Mills. The position operates in a professional office environment that emphasizes collaboration with investment operations, fund accounting, relationship management, portfolio management, and custodial teams. Work involves extensive use of financial systems, data analysis tools, and reporting platforms, with a focus on accuracy, timeliness, and clear communication. The environment supports project-based work, cross-functional interaction, and adherence to established quality review procedures.

This is a Contract position based out of Owings Mills, MD.

The pay range for this position is $30.00 - $30.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Owings Mills,MD.

This position is anticipated to close on Oct 14, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.