Top 141 Reporting analyst Jobs in Hartford, Ct

Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Analyst
Corbin Advisors —Farmington, CT
- $65,000 - $72,000 a year
- Remote
- Microsoft Excel
- Bachelor of Science
- Research
- Health insurance
- Dental insurance
Quick Apply
9d
Analyst (Business Data Management)
The Nassau Companies of New York. —Hartford, CT
- $55,000 - $75,000 a year
- Online Application
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Risk Analyst
The Hartford —Hartford, CT
- $69,200 - $103,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
11d
Data Analyst - Connie
CRISP Shared Services, Inc. —Hartford, CT
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Computer Science
- HIPAA
- Mid-level
- 403(b) matching
- Disability insurance
Senior Analyst Claim Reporting and Special Services
CVS Health —Hartford, CT
- $46,988 - $112,200 a year
- Full-time
- Hybrid work
- Word processing
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior Systems Analyst
The City of Hartford —Hartford, CT
- $77,197.64 - $99,253.96 a year
- Extended hours
- Background check
- Management
- Computer Science
Marketing & Sales Analyst
Trumpf —Farmington, CT
- Full-time
- Marketing
- 3 years
- Bachelor's degree
Military Service - U.S. Air National Guard, All Source Intelligence Analyst
Military Service - U.S. Air National Guard Recruiting —Connecticut
- From $49,838.78 a year
- Full-time
- High school diploma or GED
- Entry level
SAP Business Systems Analyst
Trumpf —Farmington, CT
- Full-time
- Computer science
- Computer Science
- System design
Board Certified Behavior Analyst (BCBA)
Ascend Autism —Farmington, CT
- $80,000 - $120,000 a year
- Part-time
- Mid-level
- Clinic
- Supervising experience
- Continuing education credits
- Paid holidays
Quick Apply
Production Expense Analyst
Sterling St James LLC —Farmington, CT
- Mid-level
- Analysis skills
- Business Administration
Quick Apply
Senior Financial Analyst (FP&A)
CFS —Wallingford, CT
- $85,000 - $100,000 a year
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
Employment Practices Liability Claims Analyst
The Hartford —Hartford, CT
- $82,800 - $124,200 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
Security Operations Center - SOC Analyst I # 595
COCC —Rocky Hill, CT
- Full-time
- Remote
- Research
- Windows
- Bachelor's degree
- Wellness program
- Tuition reimbursement
Quick Apply
Database Warehouse Analyst II
Legrand Group —West Hartford, CT
- Full-time
- Remote
- 7 years
- Management
- Residential
- Paid parental leave
- Paid holidays
Quick Apply
1d
Workday Test Analyst (Remote)
SOLV Energy, LLC —Hartford, CT
- $83,822 - $100,587 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
2d
Business Analyst
Infosys —Hartford, CT
- Research
- Mid-level
- Communication skills
Quick Apply
10d
Analyst II, Customer Digital Engagement
WM —Windsor, CT
- $68,420 - $98,400 a year
- Full-time
- Marketing
- Mid-level
- Office
- Employee stock purchase plan
- Paid holidays
10d
Population Health Analyst - Hybrid
Community Health Network of Connecticut, Inc. —Wallingford, CT
- $62,925 - $83,900 a year
- Full-time
- Mid-level
- Master's degree
- SQL
Quick Apply

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reporting analyst jobs near hartford, ct

Associate Analyst

Gottfried & Somberg Wealth Management, LLC -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Trading
Employee relationship building
Series 7
Bachelor's degree
Financial services

Full Job Description

Job Overview

Gottfried & Somberg Wealth Management (“GSWM”) is an independent wealth advisory firm managing approximately $2.7 billion in client assets. We serve individuals, families, and business owners with comprehensive financial planning, investment management, and client service. We are seeking a motivated Associate Analyst to join our team in Glastonbury, Connecticut, and work closely with senior analysts and advisors to support our clients’ financial goals.

This is a full-time, onsite position responsible for providing wealth advisors with research, analysis, reporting and trading support. Candidates should have 1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.

RESPONSIBILITIES AND EXPECTATIONS

The Associate Analyst is responsible for providing outstanding financial planning and wealth management for existing and future clients. The Associate Analyst supports advisors throughout the financial planning process by gathering client data; creating financial reports; performing investment research and financial analysis, creating retirement income plans; executing trades; and handling the Model Management platform for clients.

Client & Planning Workflow

Gather statements provided by new and existing clients, and enter data into planning software
Initiate conference calls with new and existing clients and third-party companies to obtain data about current insurance policies, annuities and investment accounts or to execute an account transfer/rollover
Use MoneyGuidePro, other planning software and propriety spreadsheets to create financial statements and projections, run Monte Carlo analyses, and illustrate how to consolidate investments with our firm
Monitor and periodically update financial and retirement plans
Attend new and existing client meetings, take notes, create summary letters and perform necessary follow up.

Investment & Portfolio Management Workflow

Work with a team of two Senior Investment Analysts to support portfolio management
Conduct investment research as needed and generate accurate reports for meetings
Analyze investments using Morningstar®, Riskalyze and other tools
Source investment analysis and reports using COMMunity Link®, Morningstar, and third-party vendors
Perform quantitative and qualitative analysis with reliably sourced data
Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
Maintain model portfolios and manage client accounts within the Model Management platform
Gather, organize, and submit data for share class conversions

Professional Development & Compliance

Remain up to date on industry developments by reading trade journals and other publications, especially Barron’s
Attend teleconferences, educational events and seminars
Comply with all FINRA, SEC and Commonwealth regulations; satisfy continuing education requirements towards all licenses and certifications as needed

REQUIREMENTS

1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field
Four-year degree from an accredited college or university
SIE, Series 7 and Series 63 licenses, or ability to obtain all required licenses within the first six months of hire
Ability to work onsite five days per week in Glastonbury, Connecticut

EXPECTATIONS:

Professional behavior according to the GSWM Employee Manual. Observe and honor GSWM core values of Integrity; Genuine Relationships; Excellence in All We Do; Continuous Self Improvement, Positivity, and Empathy.
Establish and maintain cooperative working relationships with the team. Work collaboratively to retain existing client base as well as grow client base.
Superb attention to detail.
Excellent time management and multi-tasking skills to manage multiple deadlines and complete projects with precision.
Possess a growth mindset and demonstrate initiative by being willing to take on new responsibilities, take charge of a responsibility without being asked, or make suggestions for improvements.
Remain up to date on industry developments. Regularly review our broker/dealer’s news items and technology updates.
Develop high-level understanding of roles and responsibilities of each office position.
Comply with all SEC and broker/dealer regulations; satisfy continuing education requirements.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid holidays
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

reporting analyst jobs in hartford, ct

Associate Analyst

Analyst

Analyst (Business Data Management)

Associate Risk Analyst

Data Analyst - Connie

Senior Analyst Claim Reporting and Special Services

Senior Systems Analyst

Marketing & Sales Analyst

Military Service - U.S. Air National Guard, All Source Intelligence Analyst

SAP Business Systems Analyst

Board Certified Behavior Analyst (BCBA)

Production Expense Analyst

Senior Financial Analyst (FP&A)

Employment Practices Liability Claims Analyst

Security Operations Center - SOC Analyst I # 595

Database Warehouse Analyst II

Workday Test Analyst (Remote)

Business Analyst

Analyst II, Customer Digital Engagement

Population Health Analyst - Hybrid

I want to receive the latest job alert for reporting analyst in hartford, ct

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