About the Role

Join Robert Half as a Trade and File Data Analyst in beautiful Palm Beach Gardens, Florida. This exciting contract-to-permanent opportunity is perfect for data-savvy professionals passionate about mutual fund operations, secure file transfers, and financial compliance. As a key player on our team, you'll ensure seamless data flows, mitigate risks, and drive operational excellence in a fast-paced financial services environment. If you're skilled in data analysis, file management tools like VisualCron and IBM iSeries, and upholding stringent security protocols, this role offers the chance to make a tangible impact while advancing your career with a industry leader like Robert Half.

Palm Beach Gardens, FL, provides an ideal backdrop with its sunny weather, upscale lifestyle, and proximity to pristine beaches, making it a top destination for professionals seeking work-life balance. Robert Half is renowned for connecting top talent with rewarding finance and technology roles, and this position embodies our commitment to precision, innovation, and client success in mutual fund trading and data security.

Key Responsibilities

Data Analysis and File Management

Your core duties will revolve around meticulous analysis of incoming and outgoing files. You'll dissect file contents, trace origins, verify recipients, and clarify distribution purposes to maintain data integrity. Reviewing incoming files for sender details, content specifics, and organizational applications will be crucial for informed decision-making.

Mutual Fund Trading and Compliance

Oversee mutual fund trading processes with unwavering accuracy and adherence to industry regulations. Monitor file transfers end-to-end, swiftly troubleshoot issues, and resolve discrepancies to prevent disruptions. Your vigilance ensures compliance with data handling standards, protecting sensitive financial information.

Coordination and Process Optimization

Collaborate with external stakeholders including custodians, fund companies, and vendors for flawless data exchanges. Document detailed workflows, pinpoint inefficiencies, and propose enhancements. Leverage advanced tools like VisualCron for automation and IBM iSeries for robust file handling, while implementing encryption and security policies.

This role demands proactive problem-solving and a keen eye for detail, positioning you at the heart of our operations where your contributions directly enhance efficiency and security.

Required Qualifications

To excel, candidates need hands-on experience in financial data analysis, particularly in mutual funds and secure file transfers. Proficiency in VisualCron, IBM iSeries, and file transfer protocols (e.g., SFTP, FTPS) is essential. A solid understanding of data security, encryption methods, and regulatory compliance in finance is non-negotiable.

Ideal applicants hold a bachelor's degree in Finance, Information Technology, Business Administration, or a related field, coupled with 3+ years in similar roles. Strong analytical skills, troubleshooting expertise, and the ability to coordinate with diverse partners are key. Excellent communication, documentation abilities, and a process-improvement mindset will set you apart. Experience in high-stakes environments where accuracy is paramount is highly valued.

Robert Half seeks detail-oriented team players ready to transition from contract to permanent employment, offering stability and growth in Palm Beach Gardens, FL.

Why Join Us

At Robert Half, we invest in your success with competitive compensation estimated at $65,000-$95,000 annually based on experience, plus a pathway to permanent employment. Enjoy comprehensive benefits including health insurance, 401(k) matching, PTO, and professional development. Thrive in a supportive culture that values innovation, work-life balance, and career progression.

Located in Palm Beach Gardens, Florida, United States, you'll work in a modern office amid a thriving community known for golf courses, gardens, and coastal charm. Join us to leverage your skills in trade data analysis, file security, and mutual fund operations while building a fulfilling career. Apply today and elevate your expertise with Robert Half!