Junior Analyst Job - Finance - San Francisco, CA

  • Location
    San Francisco, California
  • Salary
    $ 60000 - $ 65000
  • Category
    Accountant - General
  • Job reference:
  • Job type
    Direct Hire

Junior Analyst Job - Finance - San Francisco, CA
Would you enjoy working for a top tier finance company located in San Francisco’s Financial District? Are you looking to work in an open and relaxed office environment with a professional and friendly team? Do you have a proactive approach to problem-solving and strong time management skills? If you so, this opening might be a perfect fit for you! This permanent junior level analyst position offers a flexible work schedule, convenient access to public transit, a potential performance-based bonus, and excellent benefits, including 100% medical coverage and generous PTO. In this Junior Analyst role, you will work with wealth management teams to service internal and external clients and support admin duties. If you are excited to tackle new challenges in a fast-paced environment, be sure submit us your resume today!
As a Junior Analyst, you will:
- Maintain and update client accounts
- Respond to client requests and interact with clients
- Maintain databases and reconcile transactions
- Create reports from investment data
- Support quarter end reporting and tax reporting reconciliation
- Assist with administrative duties as needed
Our ideal Junior Analyst candidate will have:
- BA/BS in Accounting, Economics, Business, or related field preferred
- Experience in investment consulting or management industry preferred
- Experience with Tamarac Advisor View a plus
- Advanced proficiency in MS Excel a plus
- Excellent communication and organizational skills
- Strong analytical and problem-solving skills
If you feel that this junior level analysis, admin, and accounting position is a match for you, apply today for immediate consideration! Thank you for exploring this opportunity. For more exciting opportunities in accounting and finance, please visit the Accounting Principals website at www.accountingprincipals.com.
**Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.**

Please apply with your CV to: George Benakos -415-3922227

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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