Purchase, NY

Job Type
Full-Time Temporary

Pay Rate
Duration: 6 months
Location: Purchase, NY 10577

Job Description
- Assist the Business Control Unit Investment and Program Oversight Team in their day to day responsibilities around Advisory accounts
- Help communicate initiatives and priorities to field facing support staff via email and phone conversations
- Review and escalate Advisory account breaches and variances
- Maintain reporting around current daily tasks and initiatives
- Analyze large sets of data and report findings to the team
- Review, update, and maintain policies and procedures

- Ability to take initiative, analyze, summarize, and communicate effectively orally and in writing
- Strong Microsoft Excel skills required
- Some experience with other Microsoft Office products (Word, Outlook, PowerPoint, etc.)
- Strong attention to detail and organizational skills
- Self-starter with problem solving skills
- Finance background required
- SQL, Tableau and other query tools a plus.

Apply With