Financial Data Analyst

Subject : Financial Analyst - Gain and Loss Team Needed For South Jordan UT - Apply Now

Title : Financial Analyst - Gain and Loss Team

Pay Rate : $ 23.37 / Hr on a W2 contract without benefits

Location : South Jordan, UT

We have this Contract opportunity for Financial Analyst - Gain and Loss Team with our Direct Client Global Banker. Please let us know if this is something that interests you. If this is not a good match to your profile, please accept my apologies for the inconvenience caused and appreciate your assistance to share the details that shall be a good fit for the role

Note The person will start on-site. 1 round of interview on Zoom

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain / Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives.

Requirements :

• Ability to work independently well within a team environment.
• Excellent Time Management, Interpersonal, and Problem-Solving Skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Qualifications :