Financial Advisor providing financial consulting services for members via video or phone meetings. Promoting growth of NFIS products and managing less complex investment needs in Richmond, VA.
About the role
- Financial Modeler/Engineer with BNY developing financial models for analyzing various finance concepts. Collaborate with cross-functional teams and provide analytical expertise in Pittsburgh, PA.
Responsibilities
- Development of financial models for analyzing asset performance, client reference data, securities data, derivative pricing, risk exposure, or other finance concepts.
- Provide analytical expertise for assigned areas, independently conducting analysis.
- Collaborate with management to develop and implement techniques and methodologies for various types of activities and analysis.
- Collaborate with cross-functional teams to create financial models, serving as a resource for less experienced colleagues.
- Utilize technology tools such as SQL, querying, and macro development to extract data and populate models; perform light programming or system configuration as needed.
- Work with management to evaluate and select the most appropriate technologies for modeling and analysis.
- Apply understanding of relevant processes and products to support assessment of performance, risk, or valuation.
- Work on projects supporting new or evolving processes/products or initiatives with cross-functional or enterprise-wide impact.
- Interpret findings, prepare standard and ad-hoc reports, deliver results to management and other leaders, and provide recommendations based on outcomes.
- Translate technical concepts and analysis to non-technical audiences.
- Review accuracy of reports and calculations performed by less experienced colleagues.
- Provide work oversight and input into performance assessments for junior analysts, without formal supervisory responsibility.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience.
- 3+ of relevant experience preferred.
- Strong analytical and collaboration skills.
- Proficiency in Excel formulas and VBA is a must.
- Proficiency in SQL scripting is a must.
- Knowledge of MS Access, PowerApps, VB.NET, PowerShell, SSRS, Power BI and Python programming is a plus.
Benefits
- BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- We provide access to flexible global resources and tools for your life’s journey.
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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