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Arrow Investment Advisors

Financial Analyst

Operations – Baltimore, Maryland
Department Operations
Employment Type Full time

Arrow Investment Advisors (AIA) is seeking to fill a Financial Analyst position.  AIA is the advisor to Arrow Funds .  We are seeking candidates who are interested in pursuing a career in the financial services industry.

Responsibilities

The Financial Analyst provides professional support through timely and accurate delivery of data and reports.  The operations team assists the Marketing and Sales, Investment Research and Portfolio teams by monitoring, maintaining and testing database systems. The analyst will be required to independently conduct research from these systems to generate reports and provide information to support AIA’s operations. 

 

Qualifications

  • Advanced experience working with Access and SQL Query/Scripts for data exchange and validation
  • Advanced experience with Visual Basic for Applications (VBA) programming to create Excel programs/macros to automate repetitive tasks
  • Knowledge of advanced Excel functions and formulas
  • Knowledge of database systems

Critical Success Factors

  • Proven ability to work effectively and efficiently in a fast-paced environment
  • Possesses intuitive and dynamic problem solving skills
  • Ability to work well independently and within a team
  • Good communication skills (oral and written)
  • Ability to learn new research systems

Experience

  • Bachelors or Masters degree in Finance, Accounting, or Statistics
  • Excel, required
  • Database systems, required
  • Familiarity with Salesforce CRM is highly desired, but not required
  • Experience in financial services industry a plus
  • Morningstar Direct, Bloomberg, Factset or Zephyr preferred

 

Hiring Company

Arrow Investment Advisors (AIA) is a fast growing investment advisor providing a suite of alternative and tactical investment solutions to the financial professional community.  AIA is the advisor to Arrow Funds. We believe in offering targeted portfolio solutions for the ever-changing capital markets. We focus on creating value for our shareholders by offering investment strategies that seek to enhance returns and mitigate risk. We have assembled a team of investment professionals who are distinguished by their breadth of experience and depth of industry knowledge.

 

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  • Location
    Baltimore, Maryland
  • Department
    Operations
  • Employment Type
    Full time
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