Financial Analyst

We are looking for a Financial Analyst to join a boutique wealth management and family office firm in Chapel Hill, North Carolina. This contract opportunity is ideal for someone who is detail-oriented and enjoys working behind the scenes to strengthen financial accuracy, reconcile complex data, and support sophisticated reporting needs. The role works across finance, accounting, and operations in a highly analytical environment that manages intricate financial activity for a select client base.

Responsibilities:
• Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records.
• Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data.
• Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports.
• Partner with finance, accounting, and operations teams to maintain reliable reporting processes and data integrity.
• Analyze large volumes of financial information and translate findings into clear, accurate internal reporting.
• Support the upkeep and effective use of investment and reporting platforms such as Addepar, Black Diamond, and related systems.
• Contribute to process improvements tied to data capture and automation tools, including machine learning-enabled extraction workflows.
• Assist with ad hoc financial analysis, variance review, and data-driven projects as business needs evolve.

Qualifications:

• 4-5 years of experience in financial analysis, investment administration, wealth management, or a related financial services environment.
• Working knowledge of investment portfolios, financial markets, and common financial instruments.
• Demonstrated ability to perform complex reconciliations and validate financial reporting with a high degree of precision.
• Experience using financial reporting or portfolio accounting platforms such as Addepar, Black Diamond, or similar tools.
• Strong analytical skills in areas such as financial analysis, variance analysis, financial modeling, and ad hoc reporting.
• Advanced attention to detail with the ability to manage data-intensive work accurately and efficiently.
• Proficiency with Microsoft Office Suite, especially Excel, for analysis, reporting, and data review.

Compensation

$30.00-$35.00 Hourly

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