Financial Analyst

Description We are looking for a Financial Analyst to support investor reporting and operational coordination for a financial services organization in Minneapolis, Minnesota. This Long-term Contract position will focus on delivering accurate communications, maintaining investor data, and partnering with cross-functional teams to meet reporting deadlines and service expectations. The role is well suited for someone who is highly organized, comfortable handling time-sensitive requests, and able to work effectively across finance, legal, compliance, and operations functions.

Responsibilities:

• Coordinate the delivery of recurring investor materials, including performance updates, account statements, financial reports, commentary, and tax-related documents, while ensuring timeliness and accuracy.

• Maintain investor information across internal CRM and portal platforms by handling account setup, ongoing updates, document posting, and data reconciliation between systems.

• Partner with fund administration, accounting, treasury, operations, legal, and compliance teams to support consistent and accurate investor reporting.

• Prepare responses to routine and custom investor and prospect inquiries, including due diligence questionnaires, and gather input from internal subject matter experts for more complex requests.

• Support capital activity processing by helping manage subscriptions, redemptions, and transfers, tracking required documentation, and coordinating with internal and external legal and tax contacts.

• Review investor records and reporting materials to identify discrepancies, resolve issues, and improve the overall quality of information distributed to stakeholders.

• Document workflows and internal guidelines related to investor communications and recommend process enhancements that improve efficiency and control.

• Perform financial analysis and ad hoc data review to assist with reporting needs, trend evaluation, and variance-related questions as they arise. Requirements • Bachelor’s degree required; prior experience in financial services is preferred.

• At least 2 years of relevant experience in fund administration, fund operations, fund accounting, financial analysis, or a related environment is preferred.

• Familiarity with CRM, investor portal, or reporting platforms such as Salesforce, Intralinks, or Qvidian is considered an advantage.

• Strong written and verbal communication skills with sound judgment in handling sensitive or audience-specific information.

• Excellent organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced setting.

• Proven attention to detail, analytical thinking, and problem-solving ability when working through reporting or operational issues.

• Experience with financial analysis, financial modeling, variance analysis, ad hoc analysis, and data review techniques is helpful.

• Must be authorized to work in the United States and be eligible to work in the U.S..

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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