10 дней назад
Financial Operations & Analysis Co Op (AI)
19 - 35$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Operations & Analysis Co Op (AI): Building revenue reporting and analysis workflows for an investment management firm with an accent on relational databases, spreadsheets, and automated reporting. Focus on analyzing asset and revenue trends, automating reports with SQL, Tableau, AI tools, and Python, and developing portfolio manager reporting for senior management.
Location: Boston, Massachusetts, United States; employees work from the office four days per week and may work remotely one day per week.
Salary: $19–$35 per hour
Company
is an independent investment management firm serving institutional clients and mutual fund sponsors in more than 60 countries, with over $1 trillion in assets under management.
What you will do
- Update and distribute monthly revenue reports and analyses used across the firm.
- Analyze asset and revenue trends by product, client, investment style, team, and portfolio manager.
- Automate reporting with SQL, Tableau, AI tools, and Python.
- Produce portfolio manager reporting covering assets under management and revenue.
- Maintain and update relational databases and build spreadsheet models.
- Support ad hoc projects and reporting requests from finance, client, product, research, and portfolio management groups.
Requirements
- Only Northeastern University students are eligible for this program.
- Proficiency in Microsoft Excel, SQL, and Tableau.
- Strong organizational, time management, communication, and analytical skills with attention to detail.
- Ability to multitask and work in a fast-paced environment.
- Maturity, professionalism, discretion, and willingness to learn about asset management.
Nice to have
- Experience with Python.
Culture & Benefits
- Flexible hybrid work arrangement with four office days and one remote day per week.
- Retirement, health, dental, vision, pharmacy, HSA, and FSA benefits.
- Life and disability insurance, employee assistance, adoption assistance, and backup childcare.
- Tuition and CFA reimbursement, commuter benefits, paid holidays, sick time, vacation, and other paid leave.
- Potential discretionary corporate bonus or incentives, if eligible.
Hiring process
- Accepted candidates are expected to start in December 2026 or January 2027.
- The co-op includes cross-training across functions.
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