JOB DESCRIPTION

Previous job experience as a “Financial Analyst ” is not the right job experience for the position. Candidates with experience in the Financial Reporting and Fund Reporting field are preferred. Also, experience with reviewing financial statements is desired.

*** The management team is looking for candidates with mutual funds financial statements review experience. Given the high volume of funds that need to be reviewed this fall, the management team will not be able to train consultants on how to review financial statements. The consultants must have this prior experience to be interviewed for the position.


The Financial Reporting Analyst reviews drafts of annual, semi-annual, and quarterly financial statements and Forms (N-SAR, N-Q24F-2, and N-CSR) for registered investment companies.

Hybrid Schedule: 3 days in-office, 2 days working from home. Flexible with in-office days

Pay Rate: $41.00/ hour