Financial Analyst Mid Level

South Jordan, UT

Posted: 03/04/2019 Industry: FIN Consulting Job Number: 11930930
The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

A successful candidate will possess the following skills:

" Strong attention to detail
" Ability to thoroughly investigate and problem solve
" Ability to see an assignment through from conception to completion
" Ability to organize and prioritize work and meet deadlines
" Ability to learn new systems quickly
" Comprehensive understanding of Microsoft Excel
" Aptitude to multi-task and adjust quickly to change
" Continual focus on process improvement
" Ability to learn new systems quickly, strong attention to detail, ability to thoroughly investigate and problem solve
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