Pyramid Consulting, Inc · 1 day ago
Financial Analyst II
Owings Mills, MD
Contract
Onsite
Entry, Mid Level
$35/hr - $40/hr
2+ years expPyramid Consulting, Inc. is a leading Investment Management Industry, and they are seeking a Financial Analyst II for a 6-month contract opportunity. The role involves interacting with various stakeholders to analyze and communicate information affecting transfer agent processes, performing complex data analysis, and leading projects to improve operational efficiency.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
Responsibilities
Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes
Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems
Responsible for completing complex data analysis
Analyzes and interprets trends, provides root- cause analysis, and executes on recommendations
Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations
Works with groups inside and outside the firm to appropriately manage complex transactions
Directs escalations to more senior-level staff. Represents team in projects/ meetings with business partners and vendors
Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit
Responsible for ensuring adherence to quality review procedures in data analysis and reporting
Leads business unit-specific projects and participates in broad organizational initiatives
Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner
Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports
Qualification
Required
Bachelor's degree in accounting or related financial discipline
2-4 years financial and/or accounting experience
Key skills: Financial Trading, Cash Management, Transfer agent systems, Reporting
Strong Analytical skills
Technical skills – Knowledge of Transfer Agent systems (i.e. DST Systems, AWD Chorus, Same Day Cash Management)
Ability to manage competing priorities and deadlines
Strong attention to detail
Ability to collaborate in a team environment and build strong relationships
Adept at managing complex issues, identifying alternative solutions and recommendation
Strong critical thinking and communication skills
Strong escalation skills and ability to work under pressure
Independent thinking and problem solving
Investment product knowledge
Process mapping
Preferred
Advanced Excel skills
SQL
Power Bi experience
An advanced degree in a financial discipline
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.
5001-10000 employees
H1B Sponsorship
Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase