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Financial Analyst
Financial AnalystRobert Half • Cedar Rapids, IA, US
Financial Analyst

Financial Analyst

Robert Half • Cedar Rapids, IA, US
4 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We are seeking a detail-oriented and analytical Investment Analyst to join this busy Cedar Rapids team. This role is ideal for professionals who excel at maintaining data quality, thrive in detail-intensive environments, and bring both technical and business analysis expertise to investment operations. This role offers a hybrid schedule.

Day-to-Day Responsibilities:

  • Ensure quality data across multiple domains: Security, Analytics, Benchmarks, and Pricing for daily and monthly processes.
  • Review and reconcile security holdings, analytics, and performance data to ensure consistency, accuracy, and logical outcomes.
  • Move, format, and validate large data sets using Excel; Ability to make sense of large volumes of data
  • Create or update securities, such as Corporate Bonds, by adhering strictly to procedures and templates—precision is critical.
  • Follow standard operating procedures for all security updates, with attention to each unique instance and its nuances.
  • Support ongoing process completion, maintaining a focus on meeting customer/client needs and ensuring all steps are properly documented.
  • Apply technical skills and business understanding to monitor, improve, and guarantee data integrity within investment systems.


Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or related field.
  • Experience working with extensive data sets and advanced proficiency in Excel (formatting, data review, validation).
  • Demonstrated accuracy and attention to detail, with a strong process orientation.
  • Understanding of investment mechanics (e.g., differences between bonds, equities, and other securities) preferred.
  • Ability to follow structured procedures and adapt to variations in workflow.
  • Excellent communication skills and a collaborative team approach.


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Financial Analyst • Cedar Rapids, IA, US

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