Junior Financial Analyst

Job Summary

The Junior Financial Analyst will join the U.S. Tax Operations team responsible for fulfilling tax reporting obligations for the firm s Wealth Management and Institutional clients. The role supports cost basis reporting through the Gain & Loss department and involves working with various operational teams to ensure compliance with IRS regulations. This position plays a key role in data analysis, reconciliation, and testing of financial systems, with an emphasis on detail, accuracy, and timely reporting.

Key Responsibilities

• Support Gain & Loss reporting by maintaining accurate cost basis records for client accounts.
• Collaborate with cross-functional operations teams to resolve data discrepancies and ensure regulatory compliance
• Assist with reconciliation between internal processing systems.
• Participate in user testing and requirement gathering for strategic tax and financial platform initiatives.
• Manage multiple tasks and deadlines effectively in a fast-paced environment.
• Ensure timely and accurate regulatory reporting, including cost basis and withholding.
• Address internal and external inquiries related to tax operations.

Required Qualifications

Preferred Qualifications

Certifications

Education : Bachelors Degree