Associate Analyst, Shareholder Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings
- Contribute to team efforts by building and optimizing workflows and improving processes
- Support and test key applications and find innovative solutions to enhance the reporting ecosystem
- Collaborate effectively, manage multiple priorities, and meet deadlines in a fast‑paced environment—helping drive operational perfection across the service line
Requirements
- Bachelor’s degree and a minimum of 3 years of financial services experience
- Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
- A self‑starter mindset—assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
- Strong collaboration skills and the ability to partner effectively across business divisions and team members
- Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
- Proficiency with Microsoft Office and related applications
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
analytical capabilitiesworkflow optimizationprocess improvementreporting ecosystem enhancementfinancial services experienceaccounting principlesmutual fund industry practicesregulatory requirementsadvanced analytical abilitiesinterpreting complex requirements
Soft skills
collaboration skillsself-starter mindsetassertivenessindependenceability to manage multiple prioritiesdeadline managementeffective partnershipteam collaboration