We are looking for a Financial Analyst to join a boutique wealth management and family office firm in Chapel Hill, North Carolina. This contract opportunity is ideal for someone who is detail-oriented and enjoys working behind the scenes to strengthen financial accuracy, reconcile complex data, and support sophisticated reporting needs. The role works across finance, accounting, and operations in a highly analytical environment that manages intricate financial activity for a select client base.
Responsibilities:
โข Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records.
โข Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data.
โข Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports.
โข Partner with finance, accounting, and operations teams to maintain reliable reporting processes and data integrity.
โข Analyze large volumes of financial information and translate findings into clear, accurate internal reporting.
โข Support the upkeep and effective use of investment and reporting platforms such as Addepar, Black Diamond, and related systems.
โข Contribute to process improvements tied to data capture and automation tools, including machine learning-enabled extraction workflows.
โข Assist with ad hoc financial analysis, variance review, and data-driven projects as business needs evolve.โข 4-5 years of experience in financial analysis, investment administration, wealth management, or a related financial services environment.
โข Working knowledge of investment portfolios, financial markets, and common financial instruments.
โข Demonstrated ability to perform complex reconciliations and validate financial reporting with a high degree of precision.
โข Experience using financial reporting or portfolio accounting platforms such as Addepar, Black Diamond, or similar tools.
โข Strong analytical skills in areas such as financial analysis, variance analysis, financial modeling, and ad hoc reporting.
โข Advanced attention to detail with the ability to manage data-intensive work accurately and efficiently.
โข Proficiency with Microsoft Office Suite, especially Excel, for analysis, reporting, and data review.