Associate Analyst, Shareholder Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire • Texas • United States
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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 & Tools
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