Financial Analyst jobs in United States
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Russell Tobin · 1 day ago

Financial Analyst

positionBaltimore, MD
timeContract
remoteHybrid
seniorityMid, Senior Level
money$27/hr - $33/hr
date3+ years exp

Russell Tobin is hiring a mid-level Analyst to support a growing Wealth Management organization within the financial services industry. This role focuses on transforming complex financial data into actionable insights and offers a long-term opportunity with a clear path to permanent employment.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Yasmim Carvalho
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Responsibilities

Develop, enhance, and maintain dashboards and reports using Power BI
Build and automate data workflows using Alteryx
Analyze wealth management, portfolio, and client data to support business decisions
Partner with stakeholders across wealth management, operations, and leadership teams
Ensure data accuracy, integrity, and consistency across reporting outputs
Translate complex data findings into clear insights for non-technical audiences
Support ongoing process improvements and analytics initiatives

Qualification

Power BIAlteryxFinancial analysisWealth management experienceAnalytical skillsStakeholder managementProblem-solving skillsAttention to detailCommunication skills

Required

Bachelor's degree (Finance, Economics, Business, or related field)
3+ years of experience in financial analysis or reporting within financial services
Strong hands-on experience with Power BI and Alteryx
Experience working with wealth management, asset management, or portfolio data
Strong analytical, problem-solving, and attention to detail skills
Ability to thrive in a fast-paced, collaborative environment

Preferred

Prior experience in wealth or investment management environments
Advanced data modeling or automation experience
Excellent communication and stakeholder management skills
Strong interest in converting to a permanent role

Benefits

Hybrid schedule in Baltimore, MD
Long-term contract with strong potential to convert to permanent
Exposure to wealth management data and leadership stakeholders
Stable, growth-oriented financial services environment

Company

Russell Tobin

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Glassdoor3.2
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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
dateFounded in 2010
location
New York, New York, USA
people-size201-500 employees
web-link
http://russelltobin.com

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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Company data provided by crunchbase